The Ledger
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Evans: Bottom-up enterprise adoption only ever succeeded for Slack and Notion
“This is like the great fallacy of enterprise software that you can just sell to the users, and it's like it only ever worked for Slack and one other company. Maybe Notion, but even Notion has capped out.”
Evans: Bottom-up software adoption caps at 5-10% TAM before needing enterprise sales
“And there's been like two things in the history of enterprise software. This has worked. I mean, one of them is Slack and I forget what the other one is. And what happens is you get to like five or 10% of your tan, and then you run out of the kind of people wh…”
Evans: Slack is basically email in a slightly different form
“Now, the reality, I suspect, is actually it's just email in a different form, a slightly different form for a lot of people.”
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…”
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…”
Evans: Very few enterprise software tools spread organically via network effects
“Slack had a network effect in that One team would use it, and then someone was working with that team, so they would use Slack, and then their team would use it, and then they, so it would kind of spread organically. There were very, very few pieces of enterpr…”
Brown: Only 5% to 10% of Users Utilize Slack's Full Feature Breadth
“It's basically, there's numbers probably wrong, but it's like five or 10% of people who actually use the breadth of the software. And we're not expecting everyone to use a hundred percent of the software that's been created, but very few people actually do all…”
Kevins: Lotus Notes was an early, pre-internet predecessor to Slack's platform vision
“Lotus Notes was a vision of Slack, or a different version of that. It was a vision, the vision of Lotus Notes, and I'm not going to get this exactly right, but basically the vision of Lotus Notes was that it was a programmable environment. So it's this applica…”
Kevins: Slack functions as an enterprise substrate linking to underlying tools
“So the theory would be, no, it'll be in Slack. And Slack will then link you out to the Evernote or the Salesforce or the Jira or whatever the underlying tool that's the storing that is. So it's like your universal substrate for sharing and communicating and fi…”