David Rosenthal: observation

Transcript context

…And no matter what, it’s going to be more complicated because with Google, since it’s all free, there’s no licensing. Someone just shares a Google Doc with you. If you have permission to view it, you view it. With Microsoft, I remember at first it was antithetical. It was like, but what if I haven’t bought Word? Can I just use Word for free in the web then? Is Microsoft okay with that? Am I going to hit some weird usage tier? It’s confusing for users. It forces the company to think about pricing and packaging. It was a master stroke by Google. Fast forward to today, it’s hard to get real actual apples-to-apples data on Google Workspace versus Microsoft Office users. But basically, the way to think about the market is that Google has the vast majority of users and usage of productivity software, and Microsoft still has the vast majority of dollars. And that’s fine. Google’s super happy about that. Is that true that there are more active users of Google Workspace than there is of Office?…

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