Writely (Google Docs) | Acquired Podcast

If I’m ever struggling to understand a business, taking a step back and saying “What is every party incentivized to do?” brings instant clarity. … When push comes to shove, Microsoft needs to defend their castle. They weren't defending it against a productivity upstart. They were defending it against an advertising company that was looking at it as... See more

…this is one of the most classic examples ever of low-end disruption. You have the big thing that the enterprise people are buying with these companies that need every single last feature of Office, even though any given person only uses 5% of it. Most of them use the same 5%, but you need all those features because that's how you get the big enter... See more

It’s not expensive in terms of dollars, I think it’s expensive in terms of opportunity cost, or attention.

Microsoft is still capturing the majority of the value in productivity. Google is capturing almost zero right now in terms of the dollars being spent by enterprises and individuals on productivity. Amazon is just taking a tax on everybody else.