Rant - Whats the future of 1 hit wonder product companies like zoom , slack, notion, asana etc ? I think the mother of consolidation is upon us

[hunkyfunky2]

Companies will look for cost savings

AI advances by MS and Google will put extra pressure on these companies. 

These companies built deep integrations but history has shown CFO wins . Ex: Zoom and Slack are not needed when you have Office365 . There are many companies who use this Office 365 / Google Suite + Slack + Zoom . 

I feel this every day - chat conversation  in zoom disappears after the call is over... Slack conversations are siloed and not searchable in Office. Some discussion happens in slack, rest happens in email thread. 

 

[hunkyfunky2]

1 hour ago, hunkyfunky2 said:

Companies will look for cost savings

AI advances by MS and Google will put extra pressure on these companies. 

These companies built deep integrations but history has shown CFO wins . Ex: Zoom and Slack are not needed when you have Office365 . There are many companies who use this Office 365 / Google Suite + Slack + Zoom . 

I feel this every day - chat conversation  in zoom disappears after the call is over... Slack conversations are siloed and not searchable in Office. Some discussion happens in slack, rest happens in email thread. 

 

@dasari4kntr @Spartan @veerigadu 

Your valuable opinion please ...

 

 

[pandu123b]

[Vaampire]

Mostly pedha companies konesthayi. Slack ni salesforce konattu

[dasari4kntr]

16 minutes ago, hunkyfunky2 said:

@dasari4kntr @Spartan @veerigadu 

Your valuable opinion please ...

 

 

making an app...and running business...are two different things...

writing program is not equal to maintaining the cashflow..

in the end of the day...business can be measured in balance sheet with assets and liabilities...not with the cool software features...

whoever can do those two...can succede...

 

[hunkyfunky2]

44 minutes ago, dasari4kntr said:

making an app...and running business...are two different things...

writing program is not equal to maintaining the cashflow..

in the end of the day...business can be measured in balance sheet with assets and liabilities...not with the cool software features...

whoever can do those two...can succede...

 

All the companies I quoted are not doing well stock price wise.  

MS and Google have already presence in enterprises and my point is that they have a real chance to make dent on these companies market share easily. 

If MS says your enterprise license already includes teams ( chat + video features ) then companies may question why are we paying for slack and zoom licenses. 

 

[dasari4kntr]

2 minutes ago, hunkyfunky2 said:

All the companies I quoted are not doing well stock price wise.  

MS and Google have already presence in enterprises and my point is that they have a real chance to make dent on these companies market share easily. 

If MS says your enterprise license already includes teams ( chat + video features ) then companies may question why are we paying for slack and zoom licenses. 

 

MS is already denting the opponent...not slack...but salesforce...

MS Dynamics is the key competitor for salesforce...but still salesforce is lead in CRM business...

to compete with salesforce...MS is providing teams...salesforce acquired the slack already...

may be we need to see the fight in market level...not app to app...ani naa opinion...

[Sixers]

Micrsoft competitors Teams vadaru nenu choosinantha varaku. 

[hunkyfunky2]

1 hour ago, Sixers said:

Micrsoft competitors Teams vadaru nenu choosinantha varaku. 

Yes, but lot of companies use MS office and it's trivial for MS to upsell teams.  All of them currently use zoom/slack etc.