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Comment by szermer

My experience with Slack has been the mixed bag of "I love this", "Turn it off", "I couldn't be global without it".

What makes me long on this stock is their position as leader of the Work Graph.(0) SAP and Salesforce have strong positions as trailing indicators of workplace knowledge (this is the information/ process that matters most to us) but Slack and to a lesser extend MS Teams are leading indicators of WHY the information/ process matters.

(0) -- https://www.technologyreview.com/s/609319/slack-hopes-its-ai...

parent szermer 7 years ago

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