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Prophet Sharing

Essays Ledger Daksh

MissAugust 22, 2021

Salesforce

Slack

Microsoft

Idea2021

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

Every company in the world buys Microsoft products (likely MS office/Windows/Azure). So - growing teams to now 115M users was quite 'easy'.

The call · 2021

“The difference in type of curve is why Salesforce acquiring Slack could be a good thing. […] If Slack is truly a better product, Salesforce should help provide exponential growth to catch up to MSFT teams soon.”

The verdictMissresolved 2023

The curve never bent — Teams blew past 300M users on the Office default while Slack stopped reporting user counts and its founder left within two years. Distribution beat product, exactly the thesis this post made about Microsoft, turned around and pointed at Slack.

See the full ledger →

Every company in the world buys Microsoft products (likely MS office/Windows/Azure). So - growing teams to now 115M users was quite "easy".

Every company in the world also buys Salesforce products (likely Salesforce CRM suite).

If Slack is truly a better product, Salesforce should help provide exponential growth to catch up to MSFT teams soon.

Microsoft Teams and Slack daily active user growth, 2013-2019 — Microsoft chart showing Teams passing Slack in daily active users in 2019.Source: Microsoft 365 Blog

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