2min chapter

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

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

Is Microsoft a Vibrant Competitor in B2B Software?

Microsoft can basically clone the breakthrough innovative product and then put a crappy version of that in their bundle Yeah, 10% or 50% worse, but they give it away effectively for free as part of the bundle. And then they basically pull the legs out from under that other company So it can't be a vibrant competitor and then the next year they'll just raise the price of the bundle Right and they've done that with slack. They'vedone that with octa. They've did that with zoom You know, can't jcal can we have a vibrant tech ecosystem at least in b2b software? If microsoft can just keep doing that indefinitely yeah, it's it's a difficult

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