David Rosenthal: belief

Transcript context

…A+ to me is that Slack (on its own) has been a reasonably high-growth SaaS company and Salesforce is successful at buying fast-growing SaaS revenue. Now, they get to pump it through their channel, and their channel receives it well. They just are able to massively increase the revenue growth for Slack, and have more and more companies adopt it. In fact, they may even be able to convince, maybe not enterprise but large companies that it's now a trustworthy vendor, it's not some startup there buying with the full seal of approval from Salesforce, and that comes with a Microsoft-like—not quite Microsoft, but Microsoft-like—level of yes, I authorize this use at 30,000–50,000 seats throughout my organization. Maybe there's a new market unlocked there. That makes sense. To me, that's an A, A- to A, probably A. I think the A+ is this catalyzes Salesforce. The anti-Microsoft alliance centered around Salesforce as a totally viable and successful new distribution channel for best-of-breed SaaS companies. We see Superhuman go into the Fortune 100, we see Coda go into the Fortune 100, Notion and Figma—well, Figma doesn't need any help—all those new SaaS products now use this as a distribution channel whether Salesforce acquires them or not. Probably not, but now this opens up the door to whole new markets for them. I like that take.…

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