
Figma, unbundling and $20bn of antitrust
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How Much Do You Unbundle Excel, Sales Force, Email?
There's this whole sort of shift, which i ra the thing about this lito three years ago, call future of work. And you can split that into a couple of differen categories. One is how much do you unbundle excel, sales force, email, n oracle s a, p m, and pull them into new tools that solve the underlying business need in some fundamentally different way? This is a kind of classic model of disruption. It tends to be bad at the things that the old tool is valued for, but add some completely new kind of capability that turns out to be structurally extremely difficult to add to the old tool.
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