Ben Gilbert: uncertainty

Transcript context

…When they get acquired by Atlassian, of course the DNA of Atlassian is developer-focused tool, self-serve, no sales. Famously, when we talked about the Atlassian episode, there are no sales people that work at Atlassian. It’s all just organic adoption by mostly development teams. That really turbocharged HipChat. Of course, as well also talked about on the Atlassian episode, the major investors, not venture capital backers, but they’ve done secondary deal Atlassian were Accel. Of course, who is the largest shareholder in Slack? Accel. Interesting. Now, we don’t know for sure that all of this was on Stewart and the team’s mind as they were casting about for what to do next but it’s important to know that this was happening in the background. The moment was arriving for modern chat-based communication software. Pulling forward the tech theme here, this seems to come up, I don’t know, every other episode that there was a moment in time where the world was ready for a thing, multiple parties arrive at it simultaneously. You think about ride sharing, you think about social networking, you think the Instagram acquisition and all the other Instagram-like companies that started right around that same time. Famously, Andreessen Horowitz, which had invested in the seed round of Burbn which became Instagram, they did not invest in the Series A because they were [...] and they backed [...].…

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