David Pierce

middle tier products you encounter but don't really care about all that much. There's just not that much surface area to do that. But then the stuff that people use every day, the switching cost is so much higher because it's so much more entrenched. Trying to get someone to stop using an app that they hate but have used for 10 years is so, so hard.

middle tier products you encounter but don't really care about all that much. There's just not that much surface area to do that. But then the stuff that people use every day, the switching cost is so much higher because it's so much more entrenched. Trying to get someone to stop using an app that they hate but have used for 10 years is so, so hard.

even if they hate it, they will tell you every single day that they hate it. And you'll say, here's another one. It's better. And they'll say, Oh God, because people don't care. Most people have jobs to do, right? Like most people do not use software for a living. They, they use software as little as possible so that they can go do the thing that they do for a living.

even if they hate it, they will tell you every single day that they hate it. And you'll say, here's another one. It's better. And they'll say, Oh God, because people don't care. Most people have jobs to do, right? Like most people do not use software for a living. They, they use software as little as possible so that they can go do the thing that they do for a living.

even if they hate it, they will tell you every single day that they hate it. And you'll say, here's another one. It's better. And they'll say, Oh God, because people don't care. Most people have jobs to do, right? Like most people do not use software for a living. They, they use software as little as possible so that they can go do the thing that they do for a living.

And I feel like that is the exact right balance for those people. And software gets that wrong where instead they're like, here's more stuff for you to do. Come switch to our software. And people are like,

And I feel like that is the exact right balance for those people. And software gets that wrong where instead they're like, here's more stuff for you to do. Come switch to our software. And people are like,

And I feel like that is the exact right balance for those people. And software gets that wrong where instead they're like, here's more stuff for you to do. Come switch to our software. And people are like,

I mean, to some extent, they have run away with this, right? I'm convinced that Excel is the single sickiest piece of software on earth. You see it and hear it all the time that... Like the companies I was mentioning that pay for Microsoft Office, but also pay for Zoom or Workspace or whatever. That's all Excel, man. That is all Excel. Like you can build good presentation software.

I mean, to some extent, they have run away with this, right? I'm convinced that Excel is the single sickiest piece of software on earth. You see it and hear it all the time that... Like the companies I was mentioning that pay for Microsoft Office, but also pay for Zoom or Workspace or whatever. That's all Excel, man. That is all Excel. Like you can build good presentation software.

I mean, to some extent, they have run away with this, right? I'm convinced that Excel is the single sickiest piece of software on earth. You see it and hear it all the time that... Like the companies I was mentioning that pay for Microsoft Office, but also pay for Zoom or Workspace or whatever. That's all Excel, man. That is all Excel. Like you can build good presentation software.

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.

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.

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.