Zoman and Slack vs Microsof

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Zoman: slack has a real opportunity, yet unceased, to be sort of the operating system of the cloud enterprise. I think for most people slack as all about just being easy to chat and put amoto cons in - which teams is kind of bat at. But you can see the enterprise mind set behind teams. And i mean, that in a positive sense, like a real understanding of the problems that people are facing and being explicitly engineered to address that. You can also see all the weaknesses of a traditional enterprise company villaining sort of customer facing softwerd.

Ben and James discuss the Zoom and Slack IPOs in the context of Microsoft’s current success and long-term challenges.

Links

Ben Thompson: Microsoft, Slack, Zoom, and the SaaS Opportunity — Stratechery
Ben Thompson: The State of Technology at the End of 2018 — Stratechery
Ben Thompson: Google Fights Back — Stratechery
Ben Thompson: The End of Windows — Stratechery
Ben Thompson: Microsoft’s Earnings, Microsoft’s Growth Opportunities — Stratechery
Ben Thompson: Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella — Stratechery
Ben Thompson: The Cost of Developers — Stratechery
Ben Thompson: Google Fights Back — Stratechery
Geoffrey Moore: To Succeed in the Long Term, Focus on the Middle Term — Harvard Business Review
Ben Thompson: Apple Should Buy Netflix — Stratechery
Ben Thompson: Services, Not Devices — Stratechery