Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
2 Dec 2020 Acquired Special: Slack + Salesforce Emergency Pod with Packy McCormick of Not Boring
“I think the F to me—we can all debate—is they're wrong strategically that building a best-of-breed alliance is actually not the right strategy.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 2 Dec 2020
- Publisher
- Acquired
Transcript context
…To be totally clear, this is how good of a use of $28 billion was this for Salesforce versus the history of other uses of capital by companies both in internal and external investments. Maybe the F is not obvious. I think the F to me—we can all debate—is they're wrong strategically that building a best-of-breed alliance is actually not the right strategy. Big enterprises don't really care about that anymore. They're still happy to buy on credit cards, or distribute across the organization. It turns off all the startups. Innovative, high-growth companies are like, eww, Slack is part of Salesforce, I don't want that anymore. I'm moving over to Discord or whatever. That feels like the F to me. I don't know. I don't think that stench is real or it's going to meaningfully impact people's decisions whether to adopt or not. What I do think is real along those same lines is this decreases the likelihood that Slack comes out with that next innovative feature or user experience that makes people go, oh, my God, I have to use this product.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.