Should Google acquire Slack?
I think it’s worth them trying.
- Google is making a huge push all across business solutions now, a big one finally.
- Google has $100b+ on its balance sheet.
- Google is so big almost nothing can be material.
Even at $200m+ in ARR, Slack wouldn’t be remotely material to Google’s/Alphabet’s business. But it’s probably the best app out there with (x) true scale (>$200m ARR) that (y) is state-of-art (not a 10 year old dated product) with (z) an important position in the market. Importantly, it’s also likely a good cultural fit.
Google has the cash and keeps generating billions more every quarter. This cash isn’t doing them any good just sitting in the bank.