Bernadette Kevins argues that disruptive tech companies eventually become the complex enterprise incumbents they once sought to replace.
Insight
Kevins: 95% of enterprise users require direct sales and IT support
“No, five percent of people will see it, realize it, and adopt it, and be able to get the company to buy it. The other 95% of people, you need to tell them it exists, you need to tell them why, and then you need to help them work out how on earth they're going …”
Opinion
Kevins: Google Docs is a joke
“Google Docs is a joke.”
Insight
Kevins: Central communication layers risk commoditizing underlying apps like Salesforce
“One of them is there's like a, an ownership layer that if everything happens in Slack or indeed happens in teams, which is Microsoft's attempt to do the same thing. Then that becomes more important than the apps that you're using, and so it makes it easier, th…”
Insight
Kevins: Growing Companies Outgrow General Tools Like Notion for Dedicated Enterprise Software
“And so I wouldn't, you know, all the usual names, Airtable, Notion, Slack, all of these things, they all sort of presume there's about 15 people, and they're all doing lots of different things, and they all need to share everything that they're doing with each…”
Assertion Not checkable as stated
Kevins: Outside Silicon Valley, everyone uses Microsoft Office
“Outside Silicon Valley, everybody uses Office, and actually a lot of people use those features, or everyone uses some of those features.”
Prediction Not checkable as stated
Kevins: Startups will unbundle Shopify by simplifying niche vertical workflows
“And then 10 people will do that to Shopify. Like, theoretically, I could sell a subscription newsletter in Shopify, except no, it's a lot easier to do it the way that I, in Substack or Memberful, depending on what you wanted to do. And I'm, there's a lot of pe…”