SharePoint

“Most people give it access to email. They give it access to their Google Docs, or SharePoint, or Box, Dropbox folders. Most people don't want to start out by giving access to all Zoom calls. Or phones.”

“The revenue from the SharePoint ecosystem, meaning non-Microsoft, the consulting community, the implementers who would go into companies and implement SharePoint, I think their revenue was something like seven times greater than Microsoft's own software revenu…”

“Rather than having to go and gather that information, once that release happens, this one pager effect, it was actually three pages, a cover page, your main page, and a legal page, just appears in your SharePoint or Google Drive, right? And it's kind of 90, 95…”

“These are All, every single one of those names I just mentioned become multi-billion dollar revenue enterprise IT server products that are built and sold during the Steve Ballmer era of Microsoft.”

“We were trying to build the specs for Office, and of course, we didn't quite know what to build, so we built like a spec place to put all the Word documents and spreadsheets, and that became SharePoint.”

“Still to me, like, our main competitor is status quo, so that people still set up these, you know, really crazy SharePoint processes to manage their external vendors”

“You need to basically take that market, which is like a giant 13.5 billion dollar market share points, the biggest product in that market.”