Is slack getting nervous?

Yahoo
IYPQ41

Go to company page Yahoo

IYPQ41
Nov 2, 2016 15 Comments

http://qz.com/825617/slack-vs-microsoft-teams-slack-took-out-a-full-page-ad-in-the-new-york-times-to-welcome-its-new-competitor/

I would be encouraged by this if I were Microsoft.

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 TOP 15 Comments
  • lolol, who reads paper anymore??
    Nov 2, 2016 1
  • Uber
    Golang

    Go to company page Uber

    Golang
    Yes they couldn't even support Uber at a relatively small size. No data retention functionality. How can they possibly win lucrative enterprise contracts. Growth slowing for them.
    Nov 2, 2016 5
  • Slack had rapid growth which is what got them their high valuation. The challenge is they don't have anything that's hard to replicate, and the enterprise market has super high barriers to entry. Their main first-mover advantage is the pile of integrations they have, but there aren't significant network effects for them since they're all about internal communication. I think that's one opportunity they've missed - to build cross-team value that created a network effect. That becomes something hard to replicate.

    While MS isn't positioning this as a small business or consumer play, and Slack will continue to do well there, the problem for Slack is likely that their main monetization path was enterprise.

    I suspect what happens next is Slack sells to an MS competitor like Google, who has at least some enterprise inroads and would use it to spruce up their paid Google Apps offerings.
    Nov 2, 2016 0
  • Google
    Hd7hs

    Go to company page Google

    Hd7hs
    Slack has 4m users and 1.2m paying users. This is a really small number.
    Nov 2, 2016 2
  • Google / Eng
    void**

    Go to company page Google Eng

     void**
    on every machine and every browser so far, slack leaks like a &#'-+ and gets the browser to a crawl after keeping it running for a week or so.
    I think it's a shit-tier webapp and would be happy to see it die.
    Nov 3, 2016 0