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The difference in type of curve is why Salesforce acquiring Slack could be a good thing.

A 2021 distribution thesis: Microsoft Teams grew through enterprise-default distribution; Salesforce could give Slack a comparable enterprise curve if the product was strong enough.

SalesforceSlackMicrosoft
Quick takeHit

It's becoming clearer that Sam Altman was removed as CEO because of governance...

He wasn't fired because OpenAI was doing poorly — he was fired because his board wasn't aligned with Sam. Just 24 hours later, I don't think it's too late for the situation to be salvaged.

OpenAIMicrosoft
Quick take

It took Microsoft an additional $40 Billion in revenue capture to re-earn its 2021...

MSFT 2021 Revenue: $170 Billion MSFT 2021 Market Cap (Nov '21): $2.4 Trillion

Microsoft