David Pierce

You can build good document editing. No one can beat Excel. It is just not possible. And who pays for this stuff is the people who use Excel all day. Yeah. Excel is so sticky. And the problem is, yes, it's very hard to do all of these things really well. It's also just a matter of focus and resources.

For Microsoft, I don't know that adding one more tiny piece of software makes your company more likely to sign up for it. Microsoft is going to keep doing that stuff. But at some point, Office is pretty sticky already. And I think for Microsoft to spend the resources and time and energy to add more stuff is actually a pretty... big bet for that company to make.

For Microsoft, I don't know that adding one more tiny piece of software makes your company more likely to sign up for it. Microsoft is going to keep doing that stuff. But at some point, Office is pretty sticky already. And I think for Microsoft to spend the resources and time and energy to add more stuff is actually a pretty... big bet for that company to make.

For Microsoft, I don't know that adding one more tiny piece of software makes your company more likely to sign up for it. Microsoft is going to keep doing that stuff. But at some point, Office is pretty sticky already. And I think for Microsoft to spend the resources and time and energy to add more stuff is actually a pretty... big bet for that company to make.

It's why teams was such a big deal, right? That Microsoft saw all of a sudden pandemic starts. The idea of, I think video chat in particular was like an existential shift in how we communicate at work. It had the potential to just like destroy outlook and become the center of everything. And zoom immediately sets out to build a whole office suite, right? That was the thing zoom was going to do.

It's why teams was such a big deal, right? That Microsoft saw all of a sudden pandemic starts. The idea of, I think video chat in particular was like an existential shift in how we communicate at work. It had the potential to just like destroy outlook and become the center of everything. And zoom immediately sets out to build a whole office suite, right? That was the thing zoom was going to do.

It's why teams was such a big deal, right? That Microsoft saw all of a sudden pandemic starts. The idea of, I think video chat in particular was like an existential shift in how we communicate at work. It had the potential to just like destroy outlook and become the center of everything. And zoom immediately sets out to build a whole office suite, right? That was the thing zoom was going to do.

They were like, we're going to make video into everything. We're going to start doing yoga classes over zoom, but we're also going to build like Zoom mail and Zoom docs. And that became the center of how people worked. And Microsoft goes, oh God, maybe that is going to be the center of how people work and built teams and crushed it because ultimately the free thing usually wins.

They were like, we're going to make video into everything. We're going to start doing yoga classes over zoom, but we're also going to build like Zoom mail and Zoom docs. And that became the center of how people worked. And Microsoft goes, oh God, maybe that is going to be the center of how people work and built teams and crushed it because ultimately the free thing usually wins.

They were like, we're going to make video into everything. We're going to start doing yoga classes over zoom, but we're also going to build like Zoom mail and Zoom docs. And that became the center of how people worked. And Microsoft goes, oh God, maybe that is going to be the center of how people work and built teams and crushed it because ultimately the free thing usually wins.

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Support for this episode comes from AWS. AWS Generative AI gives you the tools to power your business forward with the security and speed of the world's most experienced cloud.

Uh, no, I think it's, it is plausible in a way that I find a lot of AI stuff really implausible. Because in a real way, most of the data that you need exists, right? Like companies have that data somewhere. It is written. Company handbooks get written down. These things are placed somewhere. The problem is that they are in thousands of places, right?

Uh, no, I think it's, it is plausible in a way that I find a lot of AI stuff really implausible. Because in a real way, most of the data that you need exists, right? Like companies have that data somewhere. It is written. Company handbooks get written down. These things are placed somewhere. The problem is that they are in thousands of places, right?

Uh, no, I think it's, it is plausible in a way that I find a lot of AI stuff really implausible. Because in a real way, most of the data that you need exists, right? Like companies have that data somewhere. It is written. Company handbooks get written down. These things are placed somewhere. The problem is that they are in thousands of places, right?

Again, I was just rereading this Okta thing ahead of our recording here. And the average company in the United States pays for, I think it was 110 different pieces of enterprise software. That's too many. And what it means is if you want to find a thing, God help you. Like, where do you even start?