, 6 tweets, 2 min read Read on Twitter
1/ Because I live in an echo bubble of early-adopters, VCs and fast-moving startups, I think I've underestimated (a) HOW slowly large companies move and (b) HOW long it takes to displace them.

Two examples from Google and Microsoft:

- I absolutely love Google Docs and ...
2/ ... Google Sheets, but boy are they slow at improving the products (remember that Google acquired Writely back in 2006 and turned it into G-Docs). With hindsight, there was a whole decade that offered a great opportunity for a startup to build a better version of G-Docs and...
3/ ... G-Sheets. It looks like @airtable and @notion are doing it now, so it’s not too late.

- Microsoft lost search, social networking, MP3, mobile phones, mobile OS and a bunch of other big markets. And FWIW, I don’t know any founders or VCs who use a Windows PC (except ...
4/ ... for @stefansmalla :) ). And yet, Microsoft is again/still the most valuable company on the planet.

Takeaway: The behemoths have incredible staying power in spite of being slow, but the market has become so huge that startups can build plenty of billion-dollar ...
5/ ... companies in areas owned by MSFT, GOOG, APPL or AMZN without causing any concerns for the big guys (all of which are approaching 1000 billion in market cap).
6/ In B2B SaaS, Salesforce is $100B+ and Workday is close to $50B. Think about how large you can get in their spaces before they even notice.

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