Spotify is 
but itâs for long-term holding. Focusing on dividend paying MOAT companies now.
It was that one shiny thing that looked so good since most of us probably use Slack (unlike Eventbrite). I had to dive into Microsoftâs investor relationsâ page and read conference call transcripts to get rid of the temptation.
First of all, Slack was an accidental startupâit was an internal developer tool at first. Also, itâs effectively an âMSNâ app and has low barriers of entry, so itâs a low-hanging fruit for platforms like Amazon or Microsoft who have cheap access to capital:
Also, if Slack is using Azure, AWS or GCloud, those big players must be seeing the rise in traffic. Look at Amazon Prime Video and Netflix (Amazonâs customer).
Itâs not fair, but thatâs life.
One of the best advices I heard when it comes to starting or looking at disruptor startups is from a Professor of Stanfordâif youâre startup, focus on the problem youâre trying to solve and the data you are using and how you snowball the data, then do what the Cloud companies wouldnât be doing i.e. very domain-specific stuff. E.g. Finance, healthcare.
So when it comes to looking at new companies, itâs a useful framework to use:
