277亿美元天价收购案:SaaS巨头野心勃勃,进军办公社交领域?

2020年12月02日 137750次浏览
今天暗潮涌动的市场传出一个令人震惊的消息:Salesforce宣布以277亿美元的价格收购Slack,两位CEO都称这是 "天作之合"。股价飙升了25%,投资者们都很兴奋。



但是在我看来,这并不像看上去那么激动人心。在过去的两年里,微软的Teams已经爆发出超过1亿的用户,Facebook的Workplace也有超过1000万的用户,Zoom和Webex也很火爆(Webex今年一个月就有3.5亿用户)。而开创了工作场所信息传递的Slack公司则停留在1200万左右,没有实际增长可言。

为什么会增长停滞? 这其实是一个古老的创新者困境:当你在前面的时候,你最好跑得快,因为后面
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Josh Bersin
World-Known Industry Analyst
Josh Bersin is a world-known industry analyst and founder of Bersin by Deloitte, leading provider of research-based membership programs in human resources (HR), talent and learning. “I am a global research analyst, public speaker, and writer on the topics of corporate human resources, talent management, recruiting, leadership, technology, and the intersection between work and life. I also advise a variety of HR and learning companies to help them align their products and services toward the needs of corporate buyers. I live in the San Francisco area, close enough to Silicon Valley to keep up with new technology and its impact on the business of talent.