2min chapter

All-In with Chamath, Jason, Sacks & Friedberg cover image

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

The Power of the Bundling

Microsoft is a little bit unique in its ability to bundle. When they see a new competitor come along whether it's slack or zoom or Or octa is they'll basically just clone it create a worse version of that product and throw it into the bundle. So now every single enterprise is getting the slack clone or the zoom clone or whatever for free. And then they know you're stuck and then they raise the price They basically have inflation of the price of the whole bundle. I think it's very anti-competitive actually I don't know if we can have a healthy SaaS market if Microsoft is allowed to keep doing this forever.

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