Slack’s earnings were fine, but lacked the explosive growth their valuation needed. Understanding Slack’s past and future product-market fit explains why. Then, the real problem with the FTC’s fine of YouTube is a lack of transparency.
Microsoft continues to crush earnings with its integrated approach. Then, Teams passed Slack, and its lead will likely widen, because it is a sustaining technology, not a disruptive one. Plus, the importance of Microsoft partners.
The New Dropbox is making a bid to be the Cloud OS, something only Microsoft has pursued. It took Dropbox a long time to realize the opportunity, but better late than never.
The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.
More on Apple and China, this time because of a patent case with Qualcomm. Then, Microsoft Teams may be catching up with and surpassing Slack; I can understand why.
Finally, the MoviePass breakdown so many have been asking for; then, another story to catch-up on, about Atlassian, Slack, and leadership.
Microsoft Teams is another example where Windows held too much sway. Then, ARM might be coming to the Mac; if it is, it shows the importance of commitment.
Dropbox has filed its S-1, but comparisons with Box, Atlassian, and Slack demonstrate how difficult it is to tell just how good its business is.
Microsoft Teams has officially launched, and the batter with Slack is as fascinating as ever. Indeed, it is perhaps the most compelling battle in all of enterprise software.
The Google Next keynote was lacking in vision, but Google still has a big opportunity. Then, Box seems to have turned the corner, validating their approach. Will more modern sales approaches work as well?