Why it's hard to beat Google (and Microsoft, and Amazon) on the long-run even w GenAI solutions. Google is rolling out Gemini w enterprise-grade compliance . It's hard to compete for any startup/scaleup with this - when Google already did the hard part: the enterprise sell!

Microsoft Teams has already been introducing advertising/freemium-alike buttons for Copilot in its enterprise interface. That companies paid buckets full of money for to make them nag-free in the first place.

It's like that funny comparison between Slack and Teams — even if Slack is the far superior product, Microsoft just sells better to CFOs. B2B scales fast!