Ben Gilbert: evaluation

Transcript context

…Exactly. I do think and I can give a couple more data points, too. A couple years ago, Microsoft decided to go all the way on Teams. They're rolling in Skype into Teams. The communicator at length are long since dead and rolled into the Skype brand but all of that is becoming Teams now. Same with a lot of what used to look like Office 365 dashboards. Teams is becoming that sort of central hub for everything. I know they did a lot of internal re-orgs, too, to put a lot of people who are working on suite-wide or cross platform things under the auspice of Teams. They really are looking at it like, well, we can bring a lot of users right away even if they don't know that their users, and then increase time in app, engagement, and usefulness of this app over time. The thing I go back to is let's say Microsoft has that 120–130 million active Teams users. Most of them are probably using that either because they have Office 365 and it's a launcher of sorts, because their team technically uses it whether or not it's their main mode of communicating. More importantly, because we’re all in work from home and they're using it for their video calls, because it's the free and corporate-approved video calling software that they can use. I really like the point that you made. It is a total red herring to continue comparing Slack users to Teams users because it's complete apples and oranges, and the Slack share price is depressed because it doesn't look good compared to this thing that you really shouldn't be comparing it to. Exactly. If you compare it to video products when everybody is on seven video calls a day and it's very easy to set up, it's not going to look nearly as good as it would if you compared it to anything else. It's a little bit tougher to set up and involves the full team’s participation.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.