How Microsoft Crushed Slack

By contrast, consumer software tools that enhance human agency, that serve us when we are most creative and intentional, are often built by hobbyists and used by a handful of nerds. If such a tool ever gets too successful one of the Marl-serving companies, flush with cash from advertising or growth-hungry venture capital, will acquire it and kill i... See more

Slack is already a top quartile SaaS company trading like a bottom quartile SaaS company because of that age-old worry that “Microsoft will just crush it.”

…this is one of the most classic examples ever of low-end disruption. You have the big thing that the enterprise people are buying with these companies that need every single last feature of Office, even though any given person only uses 5% of it. Most of them use the same 5%, but you need all those features because that's how you get the big enter... See more