Zoom has an embedded viral component, by which, when you conduct meetings outside f your company, and its a zoom meeting. So not only is it superliable and almost never fails, but also there's lots of cool things like sharing your screen over a call trivially. And that leads to the second thing. We've talked this sort of ipassing in the past? Why did google get so much traction back in the day? Because they were dealing with the open web,. The more open a market is, the more important the best technology will win. Thisis the reason why you should desire more open markets. You want more competition tat's ging to produce best of
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
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