2 Comments

Do you see similar dynamics in B2B categories, eg business applications, where the platforms, eg aws, do not compete?

Expand full comment
author

Great questions. I wanted to add a sentence about B2B, but it was already too long. I think B2B products are in the same boat. you can see what happened to Slack, and their need to sell to Salesforce. Not the worst outcome, but a superior product lost to Team (or is losing to team) a much much inferior product. But one that has a great distribution. I don't think it's as extreme as B2C. But it's present. What do you think?

Expand full comment