Microsoft, Slack, Zoom, and the SaaS Opportunity

stratechery.com

If you are running a SaaS business, this analysis is a must read!

"Once you remove the burden of support and maintenance — that’s handled by the service provider — it suddenly doesn’t necessarily make sense to buy from only one vendor simply because they are integrated. There is more freedom to evaluate a particular product on different characteristics, like, say, how easy it is to use, or how well it supports mobile. And it’s here that Microsoft products, particularly the hated SharePoint, were found to be lacking."

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