WEBVTT #Elemental Media Engine(TM) 2.17.0.603419 00:00:06.773 --> 00:00:06.973 FORWARD. 00:00:06.973 --> 00:00:07.374 FORWARD. LET'S 00:00:07.374 --> 00:00:07.774 FORWARD. LET'S PIVOT 00:00:07.774 --> 00:00:07.974 FORWARD. LET'S PIVOT TO 00:00:07.974 --> 00:00:08.575 FORWARD. LET'S PIVOT TO ANOTHER 00:00:08.575 --> 00:00:08.708 FORWARD. LET'S PIVOT TO ANOTHER TECH 00:00:08.708 --> 00:00:09.075 FORWARD. LET'S PIVOT TO ANOTHER TECH STORY 00:00:09.075 --> 00:00:09.209 FORWARD. LET'S PIVOT TO ANOTHER TECH STORY AND 00:00:09.209 --> 00:00:09.509 FORWARD. LET'S PIVOT TO ANOTHER TECH STORY AND WE 00:00:09.509 --> 00:00:09.943 FORWARD. LET'S PIVOT TO ANOTHER TECH STORY AND WE MAY 00:00:09.943 --> 00:00:10.377 FORWARD. LET'S PIVOT TO ANOTHER TECH STORY AND WE MAY LEARN 00:00:10.377 --> 00:00:10.410 FORWARD. LET'S PIVOT TO ANOTHER TECH STORY AND WE MAY LEARN MORE 00:00:10.410 --> 00:00:10.543 TECH STORY AND WE MAY LEARN MORE 00:00:10.543 --> 00:00:10.643 TECH STORY AND WE MAY LEARN MORE ABOUT 00:00:10.643 --> 00:00:10.777 TECH STORY AND WE MAY LEARN MORE ABOUT IT 00:00:10.777 --> 00:00:10.977 TECH STORY AND WE MAY LEARN MORE ABOUT IT LATER 00:00:10.977 --> 00:00:11.177 TECH STORY AND WE MAY LEARN MORE ABOUT IT LATER TODAY, 00:00:11.177 --> 00:00:11.478 TECH STORY AND WE MAY LEARN MORE ABOUT IT LATER TODAY, AND 00:00:11.478 --> 00:00:11.511 TECH STORY AND WE MAY LEARN MORE ABOUT IT LATER TODAY, AND THAT 00:00:11.511 --> 00:00:11.878 ABOUT IT LATER TODAY, AND THAT 00:00:11.878 --> 00:00:12.078 ABOUT IT LATER TODAY, AND THAT IS 00:00:12.078 --> 00:00:12.479 ABOUT IT LATER TODAY, AND THAT IS POTENTIALLY 00:00:12.479 --> 00:00:12.579 ABOUT IT LATER TODAY, AND THAT IS POTENTIALLY A 00:00:12.579 --> 00:00:13.279 ABOUT IT LATER TODAY, AND THAT IS POTENTIALLY A MERGER 00:00:13.279 --> 00:00:13.446 ABOUT IT LATER TODAY, AND THAT IS POTENTIALLY A MERGER BETWEEN 00:00:13.446 --> 00:00:13.713 IS POTENTIALLY A MERGER BETWEEN 00:00:13.713 --> 00:00:14.180 IS POTENTIALLY A MERGER BETWEEN SALESFORCE 00:00:14.180 --> 00:00:14.414 IS POTENTIALLY A MERGER BETWEEN SALESFORCE AND 00:00:14.414 --> 00:00:14.447 IS POTENTIALLY A MERGER BETWEEN SALESFORCE AND SLACK 00:00:14.447 --> 00:00:14.547 SALESFORCE AND SLACK 00:00:14.547 --> 00:00:14.681 SALESFORCE AND SLACK AND 00:00:14.681 --> 00:00:14.848 SALESFORCE AND SLACK AND WANTED 00:00:14.848 --> 00:00:15.215 SALESFORCE AND SLACK AND WANTED TO 00:00:15.215 --> 00:00:15.281 SALESFORCE AND SLACK AND WANTED TO TO 00:00:15.281 --> 00:00:16.182 SALESFORCE AND SLACK AND WANTED TO TO GET 00:00:16.182 --> 00:00:16.349 SALESFORCE AND SLACK AND WANTED TO TO GET YOUR 00:00:16.349 --> 00:00:16.549 AND WANTED TO TO GET YOUR 00:00:16.549 --> 00:00:16.816 AND WANTED TO TO GET YOUR THOUGHTS 00:00:16.816 --> 00:00:16.916 AND WANTED TO TO GET YOUR THOUGHTS ON 00:00:16.916 --> 00:00:17.117 AND WANTED TO TO GET YOUR THOUGHTS ON THAT 00:00:17.117 --> 00:00:17.384 AND WANTED TO TO GET YOUR THOUGHTS ON THAT TRANSACTION 00:00:17.384 --> 00:00:17.417 AND WANTED TO TO GET YOUR THOUGHTS ON THAT TRANSACTION AND 00:00:17.417 --> 00:00:17.550 THOUGHTS ON THAT TRANSACTION AND 00:00:17.550 --> 00:00:17.617 THOUGHTS ON THAT TRANSACTION AND WHAT 00:00:17.617 --> 00:00:17.717 THOUGHTS ON THAT TRANSACTION AND WHAT YOU 00:00:17.717 --> 00:00:18.018 THOUGHTS ON THAT TRANSACTION AND WHAT YOU THINK 00:00:18.018 --> 00:00:18.385 THOUGHTS ON THAT TRANSACTION AND WHAT YOU THINK IT 00:00:18.385 --> 00:00:19.786 THOUGHTS ON THAT TRANSACTION AND WHAT YOU THINK IT MEANS 00:00:19.786 --> 00:00:19.953 THOUGHTS ON THAT TRANSACTION AND WHAT YOU THINK IT MEANS FOR 00:00:19.953 --> 00:00:20.453 WHAT YOU THINK IT MEANS FOR 00:00:20.453 --> 00:00:20.487 WHAT YOU THINK IT MEANS FOR SALESFORCE 00:00:20.487 --> 00:00:20.687 SALESFORCE 00:00:20.687 --> 00:00:21.121 SALESFORCE >> 00:00:21.121 --> 00:00:21.154 SALESFORCE >> YEAH, 00:00:21.154 --> 00:00:21.354 SALESFORCE >> YEAH, IT 00:00:21.354 --> 00:00:21.388 SALESFORCE >> YEAH, IT IS 00:00:21.388 --> 00:00:21.488 SALESFORCE >> YEAH, IT IS A 00:00:21.488 --> 00:00:22.055 SALESFORCE >> YEAH, IT IS A MAJOR 00:00:22.055 --> 00:00:22.222 SALESFORCE >> YEAH, IT IS A MAJOR GAME 00:00:22.222 --> 00:00:22.455 >> YEAH, IT IS A MAJOR GAME 00:00:22.455 --> 00:00:22.689 >> YEAH, IT IS A MAJOR GAME CHANGER, 00:00:22.689 --> 00:00:22.756 >> YEAH, IT IS A MAJOR GAME CHANGER, NOT 00:00:22.756 --> 00:00:23.590 >> YEAH, IT IS A MAJOR GAME CHANGER, NOT JUST 00:00:23.590 --> 00:00:23.957 >> YEAH, IT IS A MAJOR GAME CHANGER, NOT JUST IN 00:00:23.957 --> 00:00:23.990 >> YEAH, IT IS A MAJOR GAME CHANGER, NOT JUST IN SOFTWARE, 00:00:23.990 --> 00:00:24.224 CHANGER, NOT JUST IN SOFTWARE, 00:00:24.224 --> 00:00:24.724 CHANGER, NOT JUST IN SOFTWARE, BUT 00:00:24.724 --> 00:00:27.227 CHANGER, NOT JUST IN SOFTWARE, BUT REALLY 00:00:27.227 --> 00:00:30.163 CHANGER, NOT JUST IN SOFTWARE, BUT REALLY ACROSS 00:00:30.163 --> 00:00:30.196 CHANGER, NOT JUST IN SOFTWARE, BUT REALLY ACROSS TECHNOLOGY 00:00:30.196 --> 00:00:30.263 BUT REALLY ACROSS TECHNOLOGY 00:00:30.263 --> 00:00:30.463 BUT REALLY ACROSS TECHNOLOGY A 00:00:30.463 --> 00:00:30.730 BUT REALLY ACROSS TECHNOLOGY A DEAL 00:00:30.730 --> 00:00:30.830 BUT REALLY ACROSS TECHNOLOGY A DEAL LIKE 00:00:30.830 --> 00:00:30.864 BUT REALLY ACROSS TECHNOLOGY A DEAL LIKE THIS 00:00:30.864 --> 00:00:31.131 BUT REALLY ACROSS TECHNOLOGY A DEAL LIKE THIS I 00:00:31.131 --> 00:00:31.231 BUT REALLY ACROSS TECHNOLOGY A DEAL LIKE THIS I THINK 00:00:31.231 --> 00:00:31.698 BUT REALLY ACROSS TECHNOLOGY A DEAL LIKE THIS I THINK IS 00:00:31.698 --> 00:00:31.865 BUT REALLY ACROSS TECHNOLOGY A DEAL LIKE THIS I THINK IS A 00:00:31.865 --> 00:00:31.998 A DEAL LIKE THIS I THINK IS A 00:00:31.998 --> 00:00:32.899 A DEAL LIKE THIS I THINK IS A MAJOR 00:00:32.899 --> 00:00:33.099 A DEAL LIKE THIS I THINK IS A MAJOR SHOT 00:00:33.099 --> 00:00:33.233 A DEAL LIKE THIS I THINK IS A MAJOR SHOT ACROSS 00:00:33.233 --> 00:00:33.333 A DEAL LIKE THIS I THINK IS A MAJOR SHOT ACROSS THE 00:00:33.333 --> 00:00:34.000 A DEAL LIKE THIS I THINK IS A MAJOR SHOT ACROSS THE BOW 00:00:34.000 --> 00:00:34.034 A DEAL LIKE THIS I THINK IS A MAJOR SHOT ACROSS THE BOW TO 00:00:34.034 --> 00:00:35.402 MAJOR SHOT ACROSS THE BOW TO 00:00:35.402 --> 00:00:35.435 MAJOR SHOT ACROSS THE BOW TO MICROSOFT. 00:00:35.435 --> 00:00:35.535 MICROSOFT. 00:00:35.535 --> 00:00:35.802 MICROSOFT. YOU 00:00:35.802 --> 00:00:35.835 MICROSOFT. YOU LOOK 00:00:35.835 --> 00:00:36.669 MICROSOFT. YOU LOOK AT 00:00:36.669 --> 00:00:37.570 MICROSOFT. YOU LOOK AT CLOUD 00:00:37.570 --> 00:00:37.937 MICROSOFT. YOU LOOK AT CLOUD SOFTWARE, 00:00:37.937 --> 00:00:37.971 MICROSOFT. YOU LOOK AT CLOUD SOFTWARE, TLRM 00:00:37.971 --> 00:00:38.104 YOU LOOK AT CLOUD SOFTWARE, TLRM 00:00:38.104 --> 00:00:38.238 YOU LOOK AT CLOUD SOFTWARE, TLRM MANY 00:00:38.238 --> 00:00:38.338 YOU LOOK AT CLOUD SOFTWARE, TLRM MANY FALSE 00:00:38.338 --> 00:00:39.539 YOU LOOK AT CLOUD SOFTWARE, TLRM MANY FALSE STARTS 00:00:39.539 --> 00:00:40.073 YOU LOOK AT CLOUD SOFTWARE, TLRM MANY FALSE STARTS FOR 00:00:40.073 --> 00:00:40.106 YOU LOOK AT CLOUD SOFTWARE, TLRM MANY FALSE STARTS FOR SALESFORCE 00:00:40.106 --> 00:00:40.373 MANY FALSE STARTS FOR SALESFORCE 00:00:40.373 --> 00:00:40.407 MANY FALSE STARTS FOR SALESFORCE AND 00:00:40.407 --> 00:00:40.507 MANY FALSE STARTS FOR SALESFORCE AND I 00:00:40.507 --> 00:00:41.074 MANY FALSE STARTS FOR SALESFORCE AND I THINK 00:00:41.074 --> 00:00:41.307 MANY FALSE STARTS FOR SALESFORCE AND I THINK THAT 00:00:41.307 --> 00:00:41.374 MANY FALSE STARTS FOR SALESFORCE AND I THINK THAT THEY 00:00:41.374 --> 00:00:41.474 MANY FALSE STARTS FOR SALESFORCE AND I THINK THAT THEY ARE 00:00:41.474 --> 00:00:41.674 AND I THINK THAT THEY ARE 00:00:41.674 --> 00:00:41.875 AND I THINK THAT THEY ARE BUILDING 00:00:41.875 --> 00:00:42.308 AND I THINK THAT THEY ARE BUILDING THEMSELVES 00:00:42.308 --> 00:00:42.809 AND I THINK THAT THEY ARE BUILDING THEMSELVES MORE 00:00:42.809 --> 00:00:43.143 AND I THINK THAT THEY ARE BUILDING THEMSELVES MORE INTO 00:00:43.143 --> 00:00:43.176 AND I THINK THAT THEY ARE BUILDING THEMSELVES MORE INTO AN 00:00:43.176 --> 00:00:43.410 BUILDING THEMSELVES MORE INTO AN 00:00:43.410 --> 00:00:43.710 BUILDING THEMSELVES MORE INTO AN ENTERPRISE 00:00:43.710 --> 00:00:43.743 BUILDING THEMSELVES MORE INTO AN ENTERPRISE PLAY. 00:00:43.743 --> 00:00:43.843 ENTERPRISE PLAY. 00:00:43.843 --> 00:00:43.943 ENTERPRISE PLAY. AND 00:00:43.943 --> 00:00:43.977 ENTERPRISE PLAY. AND THIS 00:00:43.977 --> 00:00:44.077 ENTERPRISE PLAY. AND THIS IS 00:00:44.077 --> 00:00:44.244 ENTERPRISE PLAY. AND THIS IS JUST 00:00:44.244 --> 00:00:44.444 ENTERPRISE PLAY. AND THIS IS JUST THE 00:00:44.444 --> 00:00:44.711 ENTERPRISE PLAY. AND THIS IS JUST THE START 00:00:44.711 --> 00:00:44.744 ENTERPRISE PLAY. AND THIS IS JUST THE START THE 00:00:44.744 --> 00:00:45.178 AND THIS IS JUST THE START THE 00:00:45.178 --> 00:00:47.147 AND THIS IS JUST THE START THE OF 00:00:47.147 --> 00:00:47.180 AND THIS IS JUST THE START THE OF MASSIVE 00:00:47.180 --> 00:00:47.247 AND THIS IS JUST THE START THE OF MASSIVE M 00:00:47.247 --> 00:00:47.280 AND THIS IS JUST THE START THE OF MASSIVE M AND 00:00:47.280 --> 00:00:47.380 AND THIS IS JUST THE START THE OF MASSIVE M AND M 00:00:47.380 --> 00:00:47.480 AND THIS IS JUST THE START THE OF MASSIVE M AND M CYCLE 00:00:47.480 --> 00:00:48.548 AND THIS IS JUST THE START THE OF MASSIVE M AND M CYCLE BEING 00:00:48.548 --> 00:00:49.516 AND THIS IS JUST THE START THE OF MASSIVE M AND M CYCLE PSYCH 00:00:49.516 --> 00:00:49.549 AND THIS IS JUST THE START THE OF MASSIVE M AND M CYCLE PSYCH . 00:00:49.549 --> 00:00:49.649 OF MASSIVE M AND M CYCLE PSYCH . 00:00:49.649 --> 00:00:49.716 OF MASSIVE M AND M CYCLE PSYCH . AND 00:00:49.716 --> 00:00:49.916 OF MASSIVE M AND M CYCLE PSYCH . AND IT 00:00:49.916 --> 00:00:50.450 OF MASSIVE M AND M CYCLE PSYCH . AND IT ALL 00:00:50.450 --> 00:00:51.317 OF MASSIVE M AND M CYCLE PSYCH . AND IT ALL SPEAKS 00:00:51.317 --> 00:00:53.620 OF MASSIVE M AND M CYCLE PSYCH . AND IT ALL SPEAKS TO 00:00:53.620 --> 00:00:54.587 OF MASSIVE M AND M CYCLE PSYCH . AND IT ALL SPEAKS TO THE 00:00:54.587 --> 00:00:54.621 OF MASSIVE M AND M CYCLE PSYCH . AND IT ALL SPEAKS TO THE CLOUD 00:00:54.621 --> 00:00:54.754 AND IT ALL SPEAKS TO THE CLOUD 00:00:54.754 --> 00:00:55.388 AND IT ALL SPEAKS TO THE CLOUD RIGHT 00:00:55.388 --> 00:00:55.422 AND IT ALL SPEAKS TO THE CLOUD RIGHT NOW 00:00:55.422 --> 00:00:56.056 AND IT ALL SPEAKS TO THE CLOUD RIGHT NOW I 00:00:56.056 --> 00:00:56.189 AND IT ALL SPEAKS TO THE CLOUD RIGHT NOW I THINK 00:00:56.189 --> 00:00:56.723 AND IT ALL SPEAKS TO THE CLOUD RIGHT NOW I THINK THIS 00:00:56.723 --> 00:00:57.490 AND IT ALL SPEAKS TO THE CLOUD RIGHT NOW I THINK THIS IS 00:00:57.490 --> 00:00:57.524 AND IT ALL SPEAKS TO THE CLOUD RIGHT NOW I THINK THIS IS REALLY 00:00:57.524 --> 00:00:57.657 RIGHT NOW I THINK THIS IS REALLY 00:00:57.657 --> 00:00:57.724 RIGHT NOW I THINK THIS IS REALLY JUST 00:00:57.724 --> 00:00:57.991 RIGHT NOW I THINK THIS IS REALLY JUST THE 00:00:57.991 --> 00:00:58.191 RIGHT NOW I THINK THIS IS REALLY JUST THE START 00:00:58.191 --> 00:00:58.291 RIGHT NOW I THINK THIS IS REALLY JUST THE START OF 00:00:58.291 --> 00:00:58.391 RIGHT NOW I THINK THIS IS REALLY JUST THE START OF WHAT 00:00:58.391 --> 00:00:59.059 RIGHT NOW I THINK THIS IS REALLY JUST THE START OF WHAT IS 00:00:59.059 --> 00:00:59.225 RIGHT NOW I THINK THIS IS REALLY JUST THE START OF WHAT IS GOING 00:00:59.225 --> 00:00:59.325 JUST THE START OF WHAT IS GOING 00:00:59.325 --> 00:00:59.659 JUST THE START OF WHAT IS GOING TO 00:00:59.659 --> 00:01:00.026 JUST THE START OF WHAT IS GOING TO BE 00:01:00.026 --> 00:01:00.260 JUST THE START OF WHAT IS GOING TO BE THAT 00:01:00.260 --> 00:01:00.527 JUST THE START OF WHAT IS GOING TO BE THAT BIG 00:01:00.527 --> 00:01:01.895 JUST THE START OF WHAT IS GOING TO BE THAT BIG M 00:01:01.895 --> 00:01:03.930 JUST THE START OF WHAT IS GOING TO BE THAT BIG M AND 00:01:03.930 --> 00:01:04.064 JUST THE START OF WHAT IS GOING TO BE THAT BIG M AND A 00:01:04.064 --> 00:01:04.130 JUST THE START OF WHAT IS GOING TO BE THAT BIG M AND A CYCLE 00:01:04.130 --> 00:01:04.264 TO BE THAT BIG M AND A CYCLE 00:01:04.264 --> 00:01:05.665 TO BE THAT BIG M AND A CYCLE WITH 00:01:05.665 --> 00:01:05.799 TO BE THAT BIG M AND A CYCLE WITH BENIOFF 00:01:05.799 --> 00:01:05.832 TO BE THAT BIG M AND A CYCLE WITH BENIOFF KICKING 00:01:05.832 --> 00:01:07.467 TO BE THAT BIG M AND A CYCLE WITH BENIOFF KICKING IT 00:01:07.467 --> 00:01:07.634 TO BE THAT BIG M AND A CYCLE WITH BENIOFF KICKING IT OFF 00:01:07.634 --> 00:01:07.834 WITH BENIOFF KICKING IT OFF 00:01:07.834 --> 00:01:07.867 WITH BENIOFF KICKING IT OFF TONIGHT. 00:01:07.867 --> 00:01:09.702 TONIGHT. 00:01:09.702 --> 00:01:09.869 TONIGHT. >> 00:01:09.869 --> 00:01:10.136 TONIGHT. >> SO 00:01:10.136 --> 00:01:10.370 TONIGHT. >> SO IS 00:01:10.370 --> 00:01:11.071 TONIGHT. >> SO IS THIS 00:01:11.071 --> 00:01:11.237 TONIGHT. >> SO IS THIS AN 00:01:11.237 --> 00:01:11.704 TONIGHT. >> SO IS THIS AN OFFENSIVE 00:01:11.704 --> 00:01:11.871 TONIGHT. >> SO IS THIS AN OFFENSIVE MOVE 00:01:11.871 --> 00:01:12.005 >> SO IS THIS AN OFFENSIVE MOVE 00:01:12.005 --> 00:01:12.539 >> SO IS THIS AN OFFENSIVE MOVE OR 00:01:12.539 --> 00:01:12.672 >> SO IS THIS AN OFFENSIVE MOVE OR DEFENSIVE 00:01:12.672 --> 00:01:12.705 >> SO IS THIS AN OFFENSIVE MOVE OR DEFENSIVE MOVE? 00:01:12.705 --> 00:01:13.106 OR DEFENSIVE MOVE? 00:01:13.106 --> 00:01:13.540 OR DEFENSIVE MOVE? YOU 00:01:13.540 --> 00:01:13.673 OR DEFENSIVE MOVE? YOU LOOK 00:01:13.673 --> 00:01:13.773 OR DEFENSIVE MOVE? YOU LOOK AT 00:01:13.773 --> 00:01:14.040 OR DEFENSIVE MOVE? YOU LOOK AT WHERE 00:01:14.040 --> 00:01:14.274 OR DEFENSIVE MOVE? YOU LOOK AT WHERE SLACK 00:01:14.274 --> 00:01:14.707 OR DEFENSIVE MOVE? YOU LOOK AT WHERE SLACK HAS 00:01:14.707 --> 00:01:16.443 YOU LOOK AT WHERE SLACK HAS 00:01:16.443 --> 00:01:16.476 YOU LOOK AT WHERE SLACK HAS BEEN 00:01:16.476 --> 00:01:16.609 BEEN 00:01:16.609 --> 00:01:16.943 BEEN THEY 00:01:16.943 --> 00:01:17.243 BEEN THEY HAD 00:01:17.243 --> 00:01:17.343 BEEN THEY HAD NOT 00:01:17.343 --> 00:01:17.744 BEEN THEY HAD NOT GROWN 00:01:17.744 --> 00:01:18.144 BEEN THEY HAD NOT GROWN THE 00:01:18.144 --> 00:01:18.178 BEEN THEY HAD NOT GROWN THE WAY 00:01:18.178 --> 00:01:18.511 THEY HAD NOT GROWN THE WAY 00:01:18.511 --> 00:01:19.179 THEY HAD NOT GROWN THE WAY PEOPLE 00:01:19.179 --> 00:01:19.946 THEY HAD NOT GROWN THE WAY PEOPLE HAD 00:01:19.946 --> 00:01:19.979 THEY HAD NOT GROWN THE WAY PEOPLE HAD EXPECTED. 00:01:19.979 --> 00:01:20.080 PEOPLE HAD EXPECTED. 00:01:20.080 --> 00:01:20.280 PEOPLE HAD EXPECTED. TO 00:01:20.280 --> 00:01:20.547 PEOPLE HAD EXPECTED. TO SOME 00:01:20.547 --> 00:01:20.580 PEOPLE HAD EXPECTED. TO SOME EXTENT 00:01:20.580 --> 00:01:21.514 PEOPLE HAD EXPECTED. TO SOME EXTENT I 00:01:21.514 --> 00:01:22.082 PEOPLE HAD EXPECTED. TO SOME EXTENT I THINK 00:01:22.082 --> 00:01:22.115 PEOPLE HAD EXPECTED. TO SOME EXTENT I THINK MICROSOFT 00:01:22.115 --> 00:01:22.248 TO SOME EXTENT I THINK MICROSOFT 00:01:22.248 --> 00:01:22.449 TO SOME EXTENT I THINK MICROSOFT TEAMS 00:01:22.449 --> 00:01:22.682 TO SOME EXTENT I THINK MICROSOFT TEAMS HAD 00:01:22.682 --> 00:01:23.083 TO SOME EXTENT I THINK MICROSOFT TEAMS HAD COME 00:01:23.083 --> 00:01:23.316 TO SOME EXTENT I THINK MICROSOFT TEAMS HAD COME FROM 00:01:23.316 --> 00:01:24.117 TO SOME EXTENT I THINK MICROSOFT TEAMS HAD COME FROM BEHIND 00:01:24.117 --> 00:01:24.150 TO SOME EXTENT I THINK MICROSOFT TEAMS HAD COME FROM BEHIND THE 00:01:24.150 --> 00:01:24.384 TEAMS HAD COME FROM BEHIND THE 00:01:24.384 --> 00:01:24.517 TEAMS HAD COME FROM BEHIND THE WAY 00:01:24.517 --> 00:01:24.784 TEAMS HAD COME FROM BEHIND THE WAY PEOPLE 00:01:24.784 --> 00:01:25.318 TEAMS HAD COME FROM BEHIND THE WAY PEOPLE DIDN'T 00:01:25.318 --> 00:01:25.351 TEAMS HAD COME FROM BEHIND THE WAY PEOPLE DIDN'T IMAGINE. 00:01:25.351 --> 00:01:25.452 WAY PEOPLE DIDN'T IMAGINE. 00:01:25.452 --> 00:01:25.518 WAY PEOPLE DIDN'T IMAGINE. AND 00:01:25.518 --> 00:01:26.219 WAY PEOPLE DIDN'T IMAGINE. AND YOU 00:01:26.219 --> 00:01:26.786 WAY PEOPLE DIDN'T IMAGINE. AND YOU HAVE 00:01:26.786 --> 00:01:26.986 WAY PEOPLE DIDN'T IMAGINE. AND YOU HAVE SALESFORCE 00:01:26.986 --> 00:01:27.020 WAY PEOPLE DIDN'T IMAGINE. AND YOU HAVE SALESFORCE TRYING 00:01:27.020 --> 00:01:27.120 AND YOU HAVE SALESFORCE TRYING 00:01:27.120 --> 00:01:27.287 AND YOU HAVE SALESFORCE TRYING TO 00:01:27.287 --> 00:01:27.420 AND YOU HAVE SALESFORCE TRYING TO PLAY 00:01:27.420 --> 00:01:27.720 AND YOU HAVE SALESFORCE TRYING TO PLAY AGAINST 00:01:27.720 --> 00:01:28.755 AND YOU HAVE SALESFORCE TRYING TO PLAY AGAINST MICROSOFT 00:01:28.755 --> 00:01:28.922 AND YOU HAVE SALESFORCE TRYING TO PLAY AGAINST MICROSOFT RIGHT 00:01:28.922 --> 00:01:29.155 TO PLAY AGAINST MICROSOFT RIGHT 00:01:29.155 --> 00:01:29.189 TO PLAY AGAINST MICROSOFT RIGHT NOW. 00:01:29.189 --> 00:01:29.289 NOW. 00:01:29.289 --> 00:01:30.223 NOW. SO 00:01:30.223 --> 00:01:30.957 NOW. SO HOW 00:01:30.957 --> 00:01:31.458 NOW. SO HOW OFFENSIVE, 00:01:31.458 --> 00:01:31.624 NOW. SO HOW OFFENSIVE, HOW 00:01:31.624 --> 00:01:31.691 NOW. SO HOW OFFENSIVE, HOW DEFENSIVE 00:01:31.691 --> 00:01:32.025 SO HOW OFFENSIVE, HOW DEFENSIVE 00:01:32.025 --> 00:01:32.158 SO HOW OFFENSIVE, HOW DEFENSIVE IS 00:01:32.158 --> 00:01:32.192 SO HOW OFFENSIVE, HOW DEFENSIVE IS IT? 00:01:32.192 --> 00:01:32.459 IS IT? 00:01:32.459 --> 00:01:32.559 IS IT? >> 00:01:32.559 --> 00:01:33.026 IS IT? >> YEAH, 00:01:33.026 --> 00:01:33.093 IS IT? >> YEAH, THAT 00:01:33.093 --> 00:01:33.493 IS IT? >> YEAH, THAT IS 00:01:33.493 --> 00:01:34.027 IS IT? >> YEAH, THAT IS AN 00:01:34.027 --> 00:01:34.461 IS IT? >> YEAH, THAT IS AN EXCELLENT 00:01:34.461 --> 00:01:34.661 >> YEAH, THAT IS AN EXCELLENT 00:01:34.661 --> 00:01:34.727 >> YEAH, THAT IS AN EXCELLENT QUESTION 00:01:34.727 --> 00:01:34.828 QUESTION 00:01:34.828 --> 00:01:35.261 QUESTION FOR 00:01:35.261 --> 00:01:35.295 QUESTION FOR SLACK, 00:01:35.295 --> 00:01:35.628 QUESTION FOR SLACK, IT 00:01:35.628 --> 00:01:36.329 QUESTION FOR SLACK, IT WAS 00:01:36.329 --> 00:01:36.629 QUESTION FOR SLACK, IT WAS CLEAR 00:01:36.629 --> 00:01:37.597 QUESTION FOR SLACK, IT WAS CLEAR GOING 00:01:37.597 --> 00:01:37.630 QUESTION FOR SLACK, IT WAS CLEAR GOING UP 00:01:37.630 --> 00:01:38.131 FOR SLACK, IT WAS CLEAR GOING UP 00:01:38.131 --> 00:01:38.331 FOR SLACK, IT WAS CLEAR GOING UP AGAINST 00:01:38.331 --> 00:01:38.631 FOR SLACK, IT WAS CLEAR GOING UP AGAINST MICROSOFT 00:01:38.631 --> 00:01:38.698 FOR SLACK, IT WAS CLEAR GOING UP AGAINST MICROSOFT THAT 00:01:38.698 --> 00:01:38.898 FOR SLACK, IT WAS CLEAR GOING UP AGAINST MICROSOFT THAT THAT 00:01:38.898 --> 00:01:39.065 FOR SLACK, IT WAS CLEAR GOING UP AGAINST MICROSOFT THAT THAT WAS 00:01:39.065 --> 00:01:39.199 AGAINST MICROSOFT THAT THAT WAS 00:01:39.199 --> 00:01:39.833 AGAINST MICROSOFT THAT THAT WAS JUST 00:01:39.833 --> 00:01:41.801 AGAINST MICROSOFT THAT THAT WAS JUST A 00:01:41.801 --> 00:01:42.001 AGAINST MICROSOFT THAT THAT WAS JUST A HERCULEAN 00:01:42.001 --> 00:01:42.035 AGAINST MICROSOFT THAT THAT WAS JUST A HERCULEAN CHALLENGE 00:01:42.035 --> 00:01:42.102 JUST A HERCULEAN CHALLENGE 00:01:42.102 --> 00:01:42.202 JUST A HERCULEAN CHALLENGE I 00:01:42.202 --> 00:01:42.268 JUST A HERCULEAN CHALLENGE I THINK 00:01:42.268 --> 00:01:42.335 JUST A HERCULEAN CHALLENGE I THINK IT 00:01:42.335 --> 00:01:42.435 JUST A HERCULEAN CHALLENGE I THINK IT MADE 00:01:42.435 --> 00:01:42.502 JUST A HERCULEAN CHALLENGE I THINK IT MADE SENSE 00:01:42.502 --> 00:01:42.602 JUST A HERCULEAN CHALLENGE I THINK IT MADE SENSE FOR 00:01:42.602 --> 00:01:42.635 JUST A HERCULEAN CHALLENGE I THINK IT MADE SENSE FOR THEM 00:01:42.635 --> 00:01:42.735 I THINK IT MADE SENSE FOR THEM 00:01:42.735 --> 00:01:43.536 I THINK IT MADE SENSE FOR THEM TO 00:01:43.536 --> 00:01:43.603 I THINK IT MADE SENSE FOR THEM TO HIT 00:01:43.603 --> 00:01:46.473 I THINK IT MADE SENSE FOR THEM TO HIT THE 00:01:46.473 --> 00:01:46.606 I THINK IT MADE SENSE FOR THEM TO HIT THE BID 00:01:46.606 --> 00:01:46.673 I THINK IT MADE SENSE FOR THEM TO HIT THE BID YEAR. 00:01:46.673 --> 00:01:47.240 TO HIT THE BID YEAR. 00:01:47.240 --> 00:01:47.774 TO HIT THE BID YEAR. FOR 00:01:47.774 --> 00:01:47.874 TO HIT THE BID YEAR. FOR I 00:01:47.874 --> 00:01:48.508 TO HIT THE BID YEAR. FOR I WILL 00:01:48.508 --> 00:01:48.541 TO HIT THE BID YEAR. FOR I WSALESFORCE, 00:01:48.541 --> 00:01:48.775 TO HIT THE BID YEAR. FOR I WSALESFORCE, I 00:01:48.775 --> 00:01:49.309 TO HIT THE BID YEAR. FOR I WSALESFORCE, I THINK 00:01:49.309 --> 00:01:49.476 TO HIT THE BID YEAR. FOR I WSALESFORCE, I THINK THAT 00:01:49.476 --> 00:01:49.576 FOR I WSALESFORCE, I THINK THAT 00:01:49.576 --> 00:01:49.809 FOR I WSALESFORCE, I THINK THAT IS 00:01:49.809 --> 00:01:49.943 FOR I WSALESFORCE, I THINK THAT IS IN 00:01:49.943 --> 00:01:50.310 FOR I WSALESFORCE, I THINK THAT IS IN SOME 00:01:50.310 --> 00:01:50.844 FOR I WSALESFORCE, I THINK THAT IS IN SOME WAYS 00:01:50.844 --> 00:01:50.877 FOR I WSALESFORCE, I THINK THAT IS IN SOME WAYS DEFENSIVE. 00:01:50.877 --> 00:01:53.146 IS IN SOME WAYS DEFENSIVE. 00:01:53.146 --> 00:01:53.313 IS IN SOME WAYS DEFENSIVE. BUT 00:01:53.313 --> 00:01:53.379 IS IN SOME WAYS DEFENSIVE. BUT OFFENSIVE 00:01:53.379 --> 00:01:53.480 IS IN SOME WAYS DEFENSIVE. BUT OFFENSIVE IN 00:01:53.480 --> 00:01:53.513 IS IN SOME WAYS DEFENSIVE. BUT OFFENSIVE IN TERMS 00:01:53.513 --> 00:01:53.680 IS IN SOME WAYS DEFENSIVE. BUT OFFENSIVE IN TERMS OF 00:01:53.680 --> 00:01:53.880 IS IN SOME WAYS DEFENSIVE. BUT OFFENSIVE IN TERMS OF EXPAN 00:01:53.880 --> 00:01:53.913 IS IN SOME WAYS DEFENSIVE. BUT OFFENSIVE IN TERMS OF EX 00:01:53.913 --> 00:01:54.114 BUT OFFENSIVE IN TERMS OF EX 00:01:54.114 --> 00:01:54.214 BUT OFFENSIVE IN TERMS OF EX EXPANDING 00:01:54.214 --> 00:01:54.514 BUT OFFENSIVE IN TERMS OF EX EXPANDING THE 00:01:54.514 --> 00:01:54.547 BUT OFFENSIVE IN TERMS OF EX EXPANDING THE SUITE. 00:01:54.547 --> 00:01:55.148 EXPANDING THE SUITE. 00:01:55.148 --> 00:01:55.348 EXPANDING THE SUITE. FOR 00:01:55.348 --> 00:01:55.548 EXPANDING THE SUITE. FOR SALESFORCE, 00:01:55.548 --> 00:01:55.748 EXPANDING THE SUITE. FOR SALESFORCE, THIS 00:01:55.748 --> 00:01:55.949 EXPANDING THE SUITE. FOR SALESFORCE, THIS IS 00:01:55.949 --> 00:01:56.282 EXPANDING THE SUITE. FOR SALESFORCE, THIS IS THE 00:01:56.282 --> 00:01:56.316 EXPANDING THE SUITE. FOR SALESFORCE, THIS IS THE TIME 00:01:56.316 --> 00:01:56.916 FOR SALESFORCE, THIS IS THE TIME 00:01:56.916 --> 00:01:57.417 FOR SALESFORCE, THIS IS THE TIME TO 00:01:57.417 --> 00:01:57.450 FOR SALESFORCE, THIS IS THE TIME TO STRIKE. 00:01:57.450 --> 00:01:57.617 TO STRIKE. 00:01:57.617 --> 00:01:57.717 TO STRIKE. BECAUSE 00:01:57.717 --> 00:01:57.851 TO STRIKE. BECAUSE IF 00:01:57.851 --> 00:01:58.785 TO STRIKE. BECAUSE IF THEY 00:01:58.785 --> 00:01:58.918 TO STRIKE. BECAUSE IF THEY DIDN'T, 00:01:58.918 --> 00:01:58.985 TO STRIKE. BECAUSE IF THEY DIDN'T, THEY 00:01:58.985 --> 00:01:59.185 BECAUSE IF THEY DIDN'T, THEY 00:01:59.185 --> 00:01:59.252 BECAUSE IF THEY DIDN'T, THEY WOULD 00:01:59.252 --> 00:02:00.053 BECAUSE IF THEY DIDN'T, THEY WOULD GET 00:02:00.053 --> 00:02:00.787 BECAUSE IF THEY DIDN'T, THEY WOULD GET FURTHER 00:02:00.787 --> 00:02:00.820 BECAUSE IF THEY DIDN'T, THEY WOULD GET FURTHER BEHIND 00:02:00.820 --> 00:02:01.054 WOULD GET FURTHER BEHIND 00:02:01.054 --> 00:02:01.087 WOULD GET FURTHER BEHIND MICROSOFT. 00:02:01.087 --> 00:02:01.187 MICROSOFT. 00:02:01.187 --> 00:02:02.555 MICROSOFT. AND 00:02:02.555 --> 00:02:02.956 MICROSOFT. AND SO 00:02:02.956 --> 00:02:03.356 MICROSOFT. AND SO THAT 00:02:03.356 --> 00:02:03.823 MICROSOFT. AND SO THAT IS 00:02:03.823 --> 00:02:04.023 MICROSOFT. AND SO THAT IS WHY 00:02:04.023 --> 00:02:04.390 MICROSOFT. AND SO THAT IS WHY REDMOND 00:02:04.390 --> 00:02:04.557 MICROSOFT. AND SO THAT IS WHY REDMOND IS 00:02:04.557 --> 00:02:04.757 AND SO THAT IS WHY REDMOND IS 00:02:04.757 --> 00:02:04.824 AND SO THAT IS WHY REDMOND IS WATCHING 00:02:04.824 --> 00:02:05.658 AND SO THAT IS WHY REDMOND IS WATCHING THE 00:02:05.658 --> 00:02:05.792 AND SO THAT IS WHY REDMOND IS WATCHING THE DEAL 00:02:05.792 --> 00:02:05.825 AND SO THAT IS WHY REDMOND IS WATCHING THE DEAL BECAUSE 00:02:05.825 --> 00:02:05.892 AND SO THAT IS WHY REDMOND IS WATCHING THE DEAL BECAUSE I 00:02:05.892 --> 00:02:06.025 WATCHING THE DEAL BECAUSE I 00:02:06.025 --> 00:02:06.459 WATCHING THE DEAL BECAUSE I THINK 00:02:06.459 --> 00:02:06.826 WATCHING THE DEAL BECAUSE I THINK THAT 00:02:06.826 --> 00:02:07.727 WATCHING THE DEAL BECAUSE I THINK THAT WE 00:02:07.727 --> 00:02:08.695 WATCHING THE DEAL BECAUSE I THINK THAT WE COULD 00:02:08.695 --> 00:02:08.862 WATCHING THE DEAL BECAUSE I THINK THAT WE COULD SEE 00:02:08.862 --> 00:02:09.062 THINK THAT WE COULD SEE 00:02:09.062 --> 00:02:10.997 THINK THAT WE COULD SEE MICROSOFT 00:02:10.997 --> 00:02:11.097 THINK THAT WE COULD SEE MICROSOFT DOING 00:02:11.097 --> 00:02:11.131 THINK THAT WE COULD SEE MICROSOFT DOING MORE 00:02:11.131 --> 00:02:12.098 THINK THAT WE COULD SEE MICROSOFT DOING MORE M 00:02:12.098 --> 00:02:12.132 THINK THAT WE COULD SEE MICROSOFT DOING MORE M AND 00:02:12.132 --> 00:02:12.332 MICROSOFT DOING MORE M AND 00:02:12.332 --> 00:02:12.699 MICROSOFT DOING MORE M AND ACHLG 00:02:12.699 --> 00:02:12.732 MICROSOFT DOING MORE M AND ACA. 00:02:12.732 --> 00:02:13.099 ACA. 00:02:13.099 --> 00:02:13.366 ACA. AND 00:02:13.366 --> 00:02:13.433 ACA. AND GOOGLE 00:02:13.433 --> 00:02:13.700 ACA. AND GOOGLE WITH 00:02:13.700 --> 00:02:13.733 ACA. AND GOOGLE WITH EVERYTHING 00:02:13.733 --> 00:02:13.933 AND GOOGLE WITH EVERYTHING 00:02:13.933 --> 00:02:14.033 AND GOOGLE WITH EVERYTHING HAPPENING 00:02:14.033 --> 00:02:14.601 AND GOOGLE WITH EVERYTHING HAPPENING THERE 00:02:14.601 --> 00:02:14.767 AND GOOGLE WITH EVERYTHING HAPPENING THERE ON 00:02:14.767 --> 00:02:14.801 AND GOOGLE WITH EVERYTHING HAPPENING THERE ON CLOUD, 00:02:14.801 --> 00:02:14.934 AND GOOGLE WITH EVERYTHING HAPPENING THERE ON CLOUD, I 00:02:14.934 --> 00:02:15.301 HAPPENING THERE ON CLOUD, I 00:02:15.301 --> 00:02:15.869 HAPPENING THERE ON CLOUD, I THINK 00:02:15.869 --> 00:02:15.902 HAPPENING THERE ON CLOUD, I THINK THIS 00:02:15.902 --> 00:02:16.102 HAPPENING THERE ON CLOUD, I THINK THIS IS 00:02:16.102 --> 00:02:16.269 HAPPENING THERE ON CLOUD, I THINK THIS IS ANOTHER 00:02:16.269 --> 00:02:16.703 THINK THIS IS ANOTHER 00:02:16.703 --> 00:02:16.903 THINK THIS IS ANOTHER OPPORTUNITY 00:02:16.903 --> 00:02:17.303 THINK THIS IS ANOTHER OPPORTUNITY POTENTIALLY 00:02:17.303 --> 00:02:17.470 THINK THIS IS ANOTHER OPPORTUNITY POTENTIALLY FOR 00:02:17.470 --> 00:02:17.637 OPPORTUNITY POTENTIALLY FOR 00:02:17.637 --> 00:02:17.704 OPPORTUNITY POTENTIALLY FOR GOOGLE 00:02:17.704 --> 00:02:18.338 OPPORTUNITY POTENTIALLY FOR GOOGLE TO 00:02:18.338 --> 00:02:18.638 OPPORTUNITY POTENTIALLY FOR GOOGLE TO GO 00:02:18.638 --> 00:02:18.671 OPPORTUNITY POTENTIALLY FOR GOOGLE TO GO AFTER 00:02:18.671 --> 00:02:18.771 GOOGLE TO GO AFTER 00:02:18.771 --> 00:02:18.805 GOOGLE TO GO AFTER AND 00:02:18.805 --> 00:02:18.905 GOOGLE TO GO AFTER AND I 00:02:18.905 --> 00:02:19.139 GOOGLE TO GO AFTER AND I THINK 00:02:19.139 --> 00:02:19.305 GOOGLE TO GO AFTER AND I THINK THAT 00:02:19.305 --> 00:02:19.939 GOOGLE TO GO AFTER AND I THINK THAT THIS 00:02:19.939 --> 00:02:20.106 GOOGLE TO GO AFTER AND I THINK THAT THIS WAS 00:02:20.106 --> 00:02:20.306 AND I THINK THAT THIS WAS 00:02:20.306 --> 00:02:20.773 AND I THINK THAT THIS WAS PARTIALLY 00:02:20.773 --> 00:02:21.040 AND I THINK THAT THIS WAS PARTIALLY DEFENSIVE, 00:02:21.040 --> 00:02:21.174 AND I THINK THAT THIS WAS PARTIALLY DEFENSIVE, BUT 00:02:21.174 --> 00:02:21.341 AND I THINK THAT THIS WAS PARTIALLY DEFENSIVE, BUT ALSO 00:02:21.341 --> 00:02:21.474 PARTIALLY DEFENSIVE, BUT ALSO 00:02:21.474 --> 00:02:21.541 PARTIALLY DEFENSIVE, BUT ALSO MORE 00:02:21.541 --> 00:02:22.775 PARTIALLY DEFENSIVE, BUT ALSO MORE OF 00:02:22.775 --> 00:02:23.009 PARTIALLY DEFENSIVE, BUT ALSO MORE OF AN 00:02:23.009 --> 00:02:23.209 PARTIALLY DEFENSIVE, BUT ALSO MORE OF AN OFFENSIVE 00:02:23.209 --> 00:02:23.610 PARTIALLY DEFENSIVE, BUT ALSO MORE OF AN OFFENSIVE PLAY 00:02:23.610 --> 00:02:23.643 PARTIALLY DEFENSIVE, BUT ALSO MORE OF AN OFFENSIVE PLAY WHEN 00:02:23.643 --> 00:02:24.244 MORE OF AN OFFENSIVE PLAY WHEN 00:02:24.244 --> 00:02:24.410 MORE OF AN OFFENSIVE PLAY WHEN YOU 00:02:24.410 --> 00:02:24.911 MORE OF AN OFFENSIVE PLAY WHEN YOU LOOK 00:02:24.911 --> 00:02:25.145 MORE OF AN OFFENSIVE PLAY WHEN YOU LOOK AT 00:02:25.145 --> 00:02:25.211 MORE OF AN OFFENSIVE PLAY WHEN YOU LOOK AT WHERE 00:02:25.211 --> 00:02:27.180 MORE OF AN OFFENSIVE PLAY WHEN YOU LOOK AT WHERE THE 00:02:27.180 --> 00:02:27.313 MORE OF AN OFFENSIVE PLAY WHEN YOU LOOK AT WHERE THE SLACK 00:02:27.313 --> 00:02:27.347 MORE OF AN OFFENSIVE PLAY WHEN YOU LOOK AT WHERE THE SLACK DEAL 00:02:27.347 --> 00:02:27.480 YOU LOOK AT WHERE THE SLACK DEAL 00:02:27.480 --> 00:02:27.514 YOU LOOK AT WHERE THE SLACK DEAL FITS 00:02:27.514 --> 00:02:27.614 YOU LOOK AT WHERE THE SLACK DEAL FITS IN 00:02:27.614 --> 00:02:27.680 YOU LOOK AT WHERE THE SLACK DEAL FITS IN TERMS 00:02:27.680 --> 00:02:29.249 YOU LOOK AT WHERE THE SLACK DEAL FITS IN TERMS OF 00:02:29.249 --> 00:02:29.682 YOU LOOK AT WHERE THE SLACK DEAL FITS IN TERMS OF THE 00:02:29.682 --> 00:02:29.716 YOU LOOK AT WHERE THE SLACK DEAL FITS IN TERMS OF THE PORTFOLIO 00:02:29.716 --> 00:02:29.816 FITS IN TERMS OF THE PORTFOLIO 00:02:29.816 --> 00:02:29.883 FITS IN TERMS OF THE PORTFOLIO >> 00:02:29.883 --> 00:02:30.150 FITS IN TERMS OF THE PORTFOLIO >> IF 00:02:30.150 --> 00:02:30.283 FITS IN TERMS OF THE PORTFOLIO >> IF YOU 00:02:30.283 --> 00:02:32.986 FITS IN TERMS OF THE PORTFOLIO >> IF YOU THINK 00:02:32.986 --> 00:02:33.486 FITS IN TERMS OF THE PORTFOLIO >> IF YOU THINK THIS 00:02:33.486 --> 00:02:33.520 FITS IN TERMS OF THE PORTFOLIO >> IF YOU THINK THIS MAKES 00:02:33.520 --> 00:02:33.753 >> IF YOU THINK THIS MAKES 00:02:33.753 --> 00:02:34.154 >> IF YOU THINK THIS MAKES MICROSOFT 00:02:34.154 --> 00:02:34.320 >> IF YOU THINK THIS MAKES MICROSOFT INQUISITIVE 00:02:34.320 --> 00:02:34.787 >> IF YOU THINK THIS MAKES MICROSOFT INQUISITIVE LOOKING 00:02:34.787 --> 00:02:34.954 MICROSOFT INQUISITIVE LOOKING 00:02:34.954 --> 00:02:35.088 MICROSOFT INQUISITIVE LOOKING AROUND, 00:02:35.088 --> 00:02:35.188 MICROSOFT INQUISITIVE LOOKING AROUND, WHO 00:02:35.188 --> 00:02:35.622 MICROSOFT INQUISITIVE LOOKING AROUND, WHO WOULD 00:02:35.622 --> 00:02:35.889 MICROSOFT INQUISITIVE LOOKING AROUND, WHO WOULD THEY 00:02:35.889 --> 00:02:35.922 MICROSOFT INQUISITIVE LOOKING AROUND, WHO WOULD THEY BUY 00:02:35.922 --> 00:02:36.022 AROUND, WHO WOULD THEY BUY 00:02:36.022 --> 00:02:36.055 AROUND, WHO WOULD THEY BUY >> 00:02:36.055 --> 00:02:36.156 AROUND, WHO WOULD THEY BUY >> I 00:02:36.156 --> 00:02:36.222 AROUND, WHO WOULD THEY BUY >> I THINK 00:02:36.222 --> 00:02:36.523 AROUND, WHO WOULD THEY BUY >> I THINK THAT 00:02:36.523 --> 00:02:36.723 AROUND, WHO WOULD THEY BUY >> I THINK THAT THERE 00:02:36.723 --> 00:02:37.290 AROUND, WHO WOULD THEY BUY >> I THINK THAT THERE IS 00:02:37.290 --> 00:02:37.323 AROUND, WHO WOULD THEY BUY >> I THINK THAT THERE IS A 00:02:37.323 --> 00:02:37.490 >> I THINK THAT THERE IS A 00:02:37.490 --> 00:02:37.824 >> I THINK THAT THERE IS A HANDFUL 00:02:37.824 --> 00:02:37.957 >> I THINK THAT THERE IS A HANDFUL OF 00:02:37.957 --> 00:02:38.024 >> I THINK THAT THERE IS A HANDFUL OF PLAYERS 00:02:38.024 --> 00:02:38.358 >> I THINK THAT THERE IS A HANDFUL OF PLAYERS OUT 00:02:38.358 --> 00:02:38.391 >> I THINK THAT THERE IS A HANDFUL OF PLAYERS OUT THERE 00:02:38.391 --> 00:02:38.525 HANDFUL OF PLAYERS OUT THERE 00:02:38.525 --> 00:02:38.825 HANDFUL OF PLAYERS OUT THERE THAT 00:02:38.825 --> 00:02:39.159 HANDFUL OF PLAYERS OUT THERE THAT THEY 00:02:39.159 --> 00:02:39.359 HANDFUL OF PLAYERS OUT THERE THAT THEY COULD 00:02:39.359 --> 00:02:39.626 HANDFUL OF PLAYERS OUT THERE THAT THEY COULD LOOK 00:02:39.626 --> 00:02:39.959 HANDFUL OF PLAYERS OUT THERE THAT THEY COULD LOOK AT 00:02:39.959 --> 00:02:39.993 HANDFUL OF PLAYERS OUT THERE THAT THEY COULD LOOK AT BOTH 00:02:39.993 --> 00:02:40.593 THAT THEY COULD LOOK AT BOTH 00:02:40.593 --> 00:02:41.060 THAT THEY COULD LOOK AT BOTH PRIVATE 00:02:41.060 --> 00:02:41.261 THAT THEY COULD LOOK AT BOTH PRIVATE AND 00:02:41.261 --> 00:02:41.294 THAT THEY COULD LOOK AT BOTH PRIVATE AND PUBLIC 00:02:41.294 --> 00:02:41.361 PRIVATE AND PUBLIC 00:02:41.361 --> 00:02:42.595 PRIVATE AND PUBLIC I 00:02:42.595 --> 00:02:45.165 PRIVATE AND PUBLIC I THINK 00:02:45.165 --> 00:02:45.598 PRIVATE AND PUBLIC I THINK SPECIFICALLY 00:02:45.598 --> 00:02:45.798 PRIVATE AND PUBLIC I THINK SPECIFICALLY WHEN 00:02:45.798 --> 00:02:45.965 PRIVATE AND PUBLIC I THINK SPECIFICALLY WHEN YOU 00:02:45.965 --> 00:02:46.533 I THINK SPECIFICALLY WHEN YOU 00:02:46.533 --> 00:02:46.699 I THINK SPECIFICALLY WHEN YOU LOOK 00:02:46.699 --> 00:02:47.133 I THINK SPECIFICALLY WHEN YOU LOOK ON 00:02:47.133 --> 00:02:47.367 I THINK SPECIFICALLY WHEN YOU LOOK ON IN-DESK 00:02:47.367 --> 00:02:47.767 I THINK SPECIFICALLY WHEN YOU LOOK ON IN-DESK AND 00:02:47.767 --> 00:02:47.967 I THINK SPECIFICALLY WHEN YOU LOOK ON IN-DESK AND OTHER 00:02:47.967 --> 00:02:48.134 I THINK SPECIFICALLY WHEN YOU LOOK ON IN-DESK AND OTHER NAMES 00:02:48.134 --> 00:02:48.234 LOOK ON IN-DESK AND OTHER NAMES 00:02:48.234 --> 00:02:48.468 LOOK ON IN-DESK AND OTHER NAMES OUT 00:02:48.468 --> 00:02:48.568 LOOK ON IN-DESK AND OTHER NAMES OUT THERE, 00:02:48.568 --> 00:02:49.202 LOOK ON IN-DESK AND OTHER NAMES OUT THERE, BUT 00:02:49.202 --> 00:02:49.369 LOOK ON IN-DESK AND OTHER NAMES OUT THERE, BUT FOR 00:02:49.369 --> 00:02:49.435 LOOK ON IN-DESK AND OTHER NAMES OUT THERE, BUT FOR MICROSOFT, 00:02:49.435 --> 00:02:50.336 OUT THERE, BUT FOR MICROSOFT, 00:02:50.336 --> 00:02:50.570 OUT THERE, BUT FOR MICROSOFT, THEY 00:02:50.570 --> 00:02:51.404 OUT THERE, BUT FOR MICROSOFT, THEY ARE 00:02:51.404 --> 00:02:51.604 OUT THERE, BUT FOR MICROSOFT, THEY ARE LOOKING 00:02:51.604 --> 00:02:51.738 OUT THERE, BUT FOR MICROSOFT, THEY ARE LOOKING ACROSS 00:02:51.738 --> 00:02:52.372 OUT THERE, BUT FOR MICROSOFT, THEY ARE LOOKING ACROSS THE 00:02:52.372 --> 00:02:53.139 THEY ARE LOOKING ACROSS THE 00:02:53.139 --> 00:02:53.373 THEY ARE LOOKING ACROSS THE BOARD, 00:02:53.373 --> 00:02:53.439 THEY ARE LOOKING ACROSS THE BOARD, CYBERSECURITY, 00:02:53.439 --> 00:02:53.706 THEY ARE LOOKING ACROSS THE BOARD, CYBERSECURITY, ON 00:02:53.706 --> 00:02:53.740 THEY ARE LOOKING ACROSS THE BOARD, CYBERSECURITY, ON THE 00:02:53.740 --> 00:02:53.973 BOARD, CYBERSECURITY, ON THE 00:02:53.973 --> 00:02:54.107 BOARD, CYBERSECURITY, ON THE APPLICATION 00:02:54.107 --> 00:02:54.140 BOARD, CYBERSECURITY, ON THE APPLICATION FRONT. 00:02:54.140 --> 00:02:54.474 APPLICATION FRONT. 00:02:54.474 --> 00:02:54.674 APPLICATION FRONT. BECAUSE 00:02:54.674 --> 00:02:54.741 APPLICATION FRONT. BECAUSE RIGHT 00:02:54.741 --> 00:02:54.807 APPLICATION FRONT. BECAUSE RIGHT NOW 00:02:54.807 --> 00:02:55.942 APPLICATION FRONT. BECAUSE RIGHT NOW ON 00:02:55.942 --> 00:02:56.342 APPLICATION FRONT. BECAUSE RIGHT NOW ON THE 00:02:56.342 --> 00:02:56.376 APPLICATION FRONT. BECAUSE RIGHT NOW ON THE CLOUD 00:02:56.376 --> 00:02:57.010 BECAUSE RIGHT NOW ON THE CLOUD 00:02:57.010 --> 00:02:57.310 BECAUSE RIGHT NOW ON THE CLOUD STORY, 00:02:57.310 --> 00:02:57.410 BECAUSE RIGHT NOW ON THE CLOUD STORY, MICROSOFT'S 00:02:57.410 --> 00:03:01.181 BECAUSE RIGHT NOW ON THE CLOUD STORY, MICROSOFT'S WORLD 00:03:01.181 --> 00:03:01.214 BECAUSE RIGHT NOW ON THE CLOUD STORY, MICROSOFT'S WORLD AND 00:03:01.214 --> 00:03:01.414 STORY, MICROSOFT'S WORLD AND 00:03:01.414 --> 00:03:02.382 STORY, MICROSOFT'S WORLD AND EVERYONE 00:03:02.382 --> 00:03:02.448 STORY, MICROSOFT'S WORLD AND EVERYONE ELSE 00:03:02.448 --> 00:03:02.549 STORY, MICROSOFT'S WORLD AND EVERYONE ELSE IS 00:03:02.549 --> 00:03:02.649 STORY, MICROSOFT'S WORLD AND EVERYONE ELSE IS PAYING 00:03:02.649 --> 00:03:02.715 STORY, MICROSOFT'S WORLD AND EVERYONE ELSE IS PAYING RENT 00:03:02.715 --> 00:03:02.882 STORY, MICROSOFT'S WORLD AND EVERYONE ELSE IS PAYING RENT IN 00:03:02.882 --> 00:03:03.917 EVERYONE ELSE IS PAYING RENT IN 00:03:03.917 --> 00:03:04.417 EVERYONE ELSE IS PAYING RENT IN TERMS 00:03:04.417 --> 00:03:04.684 EVERYONE ELSE IS PAYING RENT IN TERMS OF 00:03:04.684 --> 00:03:04.717 EVERYONE ELSE IS PAYING RENT IN TERMS OF AZURE 00:03:04.717 --> 00:03:04.817 TERMS OF AZURE 00:03:04.817 --> 00:03:06.452 TERMS OF AZURE AND 00:03:06.452 --> 00:03:06.519 TERMS OF AZURE AND SO 00:03:06.519 --> 00:03:06.619 TERMS OF AZURE AND SO THEY 00:03:06.619 --> 00:03:06.686 TERMS OF AZURE AND SO THEY COULD 00:03:06.686 --> 00:03:06.719 TERMS OF AZURE AND SO THEY COULD DO 00:03:06.719 --> 00:03:08.321 TERMS OF AZURE AND SO THEY COULD DO IT 00:03:08.321 --> 00:03:08.488 TERMS OF AZURE AND SO THEY COULD DO IT THROUGH 00:03:08.488 --> 00:03:08.588 AND SO THEY COULD DO IT THROUGH 00:03:08.588 --> 00:03:09.055 AND SO THEY COULD DO IT THROUGH M&A 00:03:09.055 --> 00:03:09.923 AND SO THEY COULD DO IT THROUGH M&A AND 00:03:09.923 --> 00:03:09.956 AND SO THEY COULD DO IT THROUGH M&A AND ORGANICALLY. 00:03:09.956 --> 00:03:10.156 M&A AND ORGANICALLY. 00:03:10.156 --> 00:03:10.190 M&A AND ORGANICALLY. SO 00:03:10.190 --> 00:03:10.323 M&A AND ORGANICALLY. SO I 00:03:10.323 --> 00:03:10.890 M&A AND ORGANICALLY. SO I THINK 00:03:10.890 --> 00:03:12.158 M&A AND ORGANICALLY. SO I THINK THAT 00:03:12.158 --> 00:03:12.192 M&A AND ORGANICALLY. SO I THINK THAT SALESFORCE 00:03:12.192 --> 00:03:12.392 SO I THINK THAT SALESFORCE 00:03:12.392 --> 00:03:12.458 SO I THINK THAT SALESFORCE CONTINUES 00:03:12.458 --> 00:03:14.093 SO I THINK THAT SALESFORCE CONTINUES TO 00:03:14.093 --> 00:03:14.294 SO I THINK THAT SALESFORCE CONTINUES TO CHASE 00:03:14.294 --> 00:03:14.327 SO I THINK THAT SALESFORCE CONTINUES TO CHASE MICROSOFT 00:03:14.327 --> 00:03:14.594 CONTINUES TO CHASE MICROSOFT 00:03:14.594 --> 00:03:14.727 CONTINUES TO CHASE MICROSOFT >> 00:03:14.727 --> 00:03:15.762 CONTINUES TO CHASE MICROSOFT >> DAN, 00:03:15.762 --> 00:03:15.995 CONTINUES TO CHASE MICROSOFT >> DAN, IN 00:03:15.995 --> 00:03:16.029 CONTINUES TO CHASE MICROSOFT >> DAN, IN TERMS 00:03:16.029 --> 00:03:16.162 CONTINUES TO CHASE MICROSOFT >> DAN, IN TERMS OF 00:03:16.162 --> 00:03:16.429 CONTINUES TO CHASE MICROSOFT >> DAN, IN TERMS OF THE 00:03:16.429 --> 00:03:16.462 CONTINUES TO CHASE MICROSOFT >> DAN, IN TERMS OF THE STRENGTH 00:03:16.462 --> 00:03:16.729 >> DAN, IN TERMS OF THE STRENGTH 00:03:16.729 --> 00:03:16.896 >> DAN, IN TERMS OF THE STRENGTH THAT 00:03:16.896 --> 00:03:17.063 >> DAN, IN TERMS OF THE STRENGTH THAT MICROSOFT 00:03:17.063 --> 00:03:17.497 >> DAN, IN TERMS OF THE STRENGTH THAT MICROSOFT DOES 00:03:17.497 --> 00:03:17.997 >> DAN, IN TERMS OF THE STRENGTH THAT MICROSOFT DOES HAVE, 00:03:17.997 --> 00:03:18.631 >> DAN, IN TERMS OF THE STRENGTH THAT MICROSOFT DOES HAVE, I'M 00:03:18.631 --> 00:03:18.831 THAT MICROSOFT DOES HAVE, I'M 00:03:18.831 --> 00:03:19.132 THAT MICROSOFT DOES HAVE, I'M CURIOUS, 00:03:19.132 --> 00:03:19.232 THAT MICROSOFT DOES HAVE, I'M CURIOUS, HOW 00:03:19.232 --> 00:03:19.299 THAT MICROSOFT DOES HAVE, I'M CURIOUS, HOW STRONG 00:03:19.299 --> 00:03:19.365 THAT MICROSOFT DOES HAVE, I'M CURIOUS, HOW STRONG DO 00:03:19.365 --> 00:03:20.266 THAT MICROSOFT DOES HAVE, I'M CURIOUS, HOW STRONG DO YOU 00:03:20.266 --> 00:03:20.300 THAT MICROSOFT DOES HAVE, I'M CURIOUS, HOW STRONG DO YOU THINK 00:03:20.300 --> 00:03:22.101 CURIOUS, HOW STRONG DO YOU THINK 00:03:22.101 --> 00:03:23.036 CURIOUS, HOW STRONG DO YOU THINK SALESFORCE 00:03:23.036 --> 00:03:23.102 CURIOUS, HOW STRONG DO YOU THINK SALESFORCE AND 00:03:23.102 --> 00:03:23.169 CURIOUS, HOW STRONG DO YOU THINK SALESFORCE AND HOW 00:03:23.169 --> 00:03:24.504 CURIOUS, HOW STRONG DO YOU THINK SALESFORCE AND HOW MUCH 00:03:24.504 --> 00:03:24.804 CURIOUS, HOW STRONG DO YOU THINK SALESFORCE AND HOW MUCH OF 00:03:24.804 --> 00:03:24.837 CURIOUS, HOW STRONG DO YOU THINK SALESFORCE AND HOW MUCH OF A 00:03:24.837 --> 00:03:26.539 SALESFORCE AND HOW MUCH OF A 00:03:26.539 --> 00:03:27.207 SALESFORCE AND HOW MUCH OF A COMPETITOR 00:03:27.207 --> 00:03:27.540 SALESFORCE AND HOW MUCH OF A COMPETITOR SALESFORCE 00:03:27.540 --> 00:03:27.574 SALESFORCE AND HOW MUCH OF A COMPETITOR SALESFORCE COMBINED 00:03:27.574 --> 00:03:27.707 COMPETITOR SALESFORCE COMBINED 00:03:27.707 --> 00:03:28.041 COMPETITOR SALESFORCE COMBINED WITH 00:03:28.041 --> 00:03:28.408 COMPETITOR SALESFORCE COMBINED WITH SLACK 00:03:28.408 --> 00:03:28.441 COMPETITOR SALESFORCE COMBINED WITH SLACK BECOMES 00:03:28.441 --> 00:03:28.541 WITH SLACK BECOMES 00:03:28.541 --> 00:03:28.908 WITH SLACK BECOMES AND 00:03:28.908 --> 00:03:29.008 WITH SLACK BECOMES AND THROW 00:03:29.008 --> 00:03:29.142 WITH SLACK BECOMES AND THROW INTO 00:03:29.142 --> 00:03:29.375 WITH SLACK BECOMES AND THROW INTO THE 00:03:29.375 --> 00:03:29.409 WITH SLACK BECOMES AND THROW INTO THE MIX 00:03:29.409 --> 00:03:29.509 WITH SLACK BECOMES AND THROW INTO THE MIX BY 00:03:29.509 --> 00:03:29.909 WITH SLACK BECOMES AND THROW INTO THE MIX BY THE 00:03:29.909 --> 00:03:30.043 AND THROW INTO THE MIX BY THE 00:03:30.043 --> 00:03:30.109 AND THROW INTO THE MIX BY THE WAY, 00:03:30.109 --> 00:03:30.210 AND THROW INTO THE MIX BY THE WAY, AND 00:03:30.210 --> 00:03:30.410 AND THROW INTO THE MIX BY THE WAY, AND WE'LL 00:03:30.410 --> 00:03:30.610 AND THROW INTO THE MIX BY THE WAY, AND WE'LL BE 00:03:30.610 --> 00:03:30.843 AND THROW INTO THE MIX BY THE WAY, AND WE'LL BE TALKING 00:03:30.843 --> 00:03:31.611 AND THROW INTO THE MIX BY THE WAY, AND WE'LL BE TALKING TO 00:03:31.611 --> 00:03:31.644 AND THROW INTO THE MIX BY THE WAY, AND WE'LL BE TALKING TO THE 00:03:31.644 --> 00:03:31.744 WAY, AND WE'LL BE TALKING TO THE 00:03:31.744 --> 00:03:31.778 WAY, AND WE'LL BE TALKING TO THE CFO 00:03:31.778 --> 00:03:31.911 WAY, AND WE'LL BE TALKING TO THE CFO A 00:03:31.911 --> 00:03:32.111 WAY, AND WE'LL BE TALKING TO THE CFO A LITTLE 00:03:32.111 --> 00:03:32.378 WAY, AND WE'LL BE TALKING TO THE CFO A LITTLE LATER 00:03:32.378 --> 00:03:32.478 WAY, AND WE'LL BE TALKING TO THE CFO A LITTLE LATER IN 00:03:32.478 --> 00:03:32.879 WAY, AND WE'LL BE TALKING TO THE CFO A LITTLE LATER IN THE 00:03:32.879 --> 00:03:32.912 WAY, AND WE'LL BE TALKING TO THE CFO A LITTLE LATER IN THE SHOW 00:03:32.912 --> 00:03:33.012 CFO A LITTLE LATER IN THE SHOW 00:03:33.012 --> 00:03:33.413 CFO A LITTLE LATER IN THE SHOW IN 00:03:33.413 --> 00:03:34.113 CFO A LITTLE LATER IN THE SHOW IN THE 00:03:34.113 --> 00:03:34.714 CFO A LITTLE LATER IN THE SHOW IN THE 8:00 00:03:34.714 --> 00:03:35.014 CFO A LITTLE LATER IN THE SHOW IN THE 8:00 HOUR, 00:03:35.014 --> 00:03:35.048 CFO A LITTLE LATER IN THE SHOW IN THE 8:00 HOUR, ZOOM 00:03:35.048 --> 00:03:35.148 IN THE 8:00 HOUR, ZOOM 00:03:35.148 --> 00:03:35.748 IN THE 8:00 HOUR, ZOOM YOU 00:03:35.748 --> 00:03:36.182 IN THE 8:00 HOUR, ZOOM YOU KNOW, 00:03:36.182 --> 00:03:36.382 IN THE 8:00 HOUR, ZOOM YOU KNOW, YOU 00:03:36.382 --> 00:03:37.016 IN THE 8:00 HOUR, ZOOM YOU KNOW, YOU LOOK 00:03:37.016 --> 00:03:37.450 IN THE 8:00 HOUR, ZOOM YOU KNOW, YOU LOOK AT 00:03:37.450 --> 00:03:37.617 IN THE 8:00 HOUR, ZOOM YOU KNOW, YOU LOOK AT MICROSOFT 00:03:37.617 --> 00:03:37.750 YOU KNOW, YOU LOOK AT MICROSOFT 00:03:37.750 --> 00:03:37.917 YOU KNOW, YOU LOOK AT MICROSOFT TEAMS 00:03:37.917 --> 00:03:38.351 YOU KNOW, YOU LOOK AT MICROSOFT TEAMS AND 00:03:38.351 --> 00:03:38.551 YOU KNOW, YOU LOOK AT MICROSOFT TEAMS AND THEY 00:03:38.551 --> 00:03:38.685 YOU KNOW, YOU LOOK AT MICROSOFT TEAMS AND THEY EFFECTIVELY 00:03:38.685 --> 00:03:38.851 YOU KNOW, YOU LOOK AT MICROSOFT TEAMS AND THEY EFFECTIVELY HAVE 00:03:38.851 --> 00:03:39.185 TEAMS AND THEY EFFECTIVELY HAVE 00:03:39.185 --> 00:03:39.319 TEAMS AND THEY EFFECTIVELY HAVE A 00:03:39.319 --> 00:03:39.419 TEAMS AND THEY EFFECTIVELY HAVE A PRODUCT 00:03:39.419 --> 00:03:39.852 TEAMS AND THEY EFFECTIVELY HAVE A PRODUCT THAT 00:03:39.852 --> 00:03:40.453 TEAMS AND THEY EFFECTIVELY HAVE A PRODUCT THAT IS 00:03:40.453 --> 00:03:40.587 TEAMS AND THEY EFFECTIVELY HAVE A PRODUCT THAT IS DOING 00:03:40.587 --> 00:03:40.653 TEAMS AND THEY EFFECTIVELY HAVE A PRODUCT THAT IS DOING WHAT 00:03:40.653 --> 00:03:40.853 A PRODUCT THAT IS DOING WHAT 00:03:40.853 --> 00:03:41.087 A PRODUCT THAT IS DOING WHAT SLACK 00:03:41.087 --> 00:03:41.354 A PRODUCT THAT IS DOING WHAT SLACK DOES 00:03:41.354 --> 00:03:41.688 A PRODUCT THAT IS DOING WHAT SLACK DOES PLUS 00:03:41.688 --> 00:03:41.754 A PRODUCT THAT IS DOING WHAT SLACK DOES PLUS WHAT 00:03:41.754 --> 00:03:44.557 A PRODUCT THAT IS DOING WHAT SLACK DOES PLUS WHAT ZOOM 00:03:44.557 --> 00:03:44.591 A PRODUCT THAT IS DOING WHAT SLACK DOES PLUS WHAT ZOOM IS 00:03:44.591 --> 00:03:44.757 SLACK DOES PLUS WHAT ZOOM IS 00:03:44.757 --> 00:03:44.791 SLACK DOES PLUS WHAT ZOOM IS DOING. 00:03:44.791 --> 00:03:45.091 DOING. 00:03:45.091 --> 00:03:45.692 DOING. DOES 00:03:45.692 --> 00:03:46.059 DOING. DOES SOMEBODY 00:03:46.059 --> 00:03:46.926 DOING. DOES SOMEBODY ULTIMATELY 00:03:46.926 --> 00:03:46.960 DOING. DOES SOMEBODY ULTIMATELY BUY 00:03:46.960 --> 00:03:47.160 DOES SOMEBODY ULTIMATELY BUY 00:03:47.160 --> 00:03:47.260 DOES SOMEBODY ULTIMATELY BUY ZOOM, 00:03:47.260 --> 00:03:47.460 DOES SOMEBODY ULTIMATELY BUY ZOOM, DOES 00:03:47.460 --> 00:03:47.594 DOES SOMEBODY ULTIMATELY BUY ZOOM, DOES ZOOM 00:03:47.594 --> 00:03:48.194 DOES SOMEBODY ULTIMATELY BUY ZOOM, DOES ZOOM BUY 00:03:48.194 --> 00:03:48.228 DOES SOMEBODY ULTIMATELY BUY ZOOM, DOES ZOOM BUY SOMEBODY 00:03:48.228 --> 00:03:48.561 ZOOM, DOES ZOOM BUY SOMEBODY 00:03:48.561 --> 00:03:48.895 ZOOM, DOES ZOOM BUY SOMEBODY ELSE, 00:03:48.895 --> 00:03:48.962 ZOOM, DOES ZOOM BUY SOMEBODY ELSE, WHAT 00:03:48.962 --> 00:03:48.995 ZOOM, DOES ZOOM BUY SOMEBODY ELSE, WHAT HAS 00:03:48.995 --> 00:03:49.596 ZOOM, DOES ZOOM BUY SOMEBODY ELSE, WHAT HAS TO 00:03:49.596 --> 00:03:50.029 ZOOM, DOES ZOOM BUY SOMEBODY ELSE, WHAT HAS TO HAPPEN 00:03:50.029 --> 00:03:50.063 ZOOM, DOES ZOOM BUY SOMEBODY ELSE, WHAT HAS TO HAPPEN THERE 00:03:50.063 --> 00:03:50.163 ELSE, WHAT HAS TO HAPPEN THERE 00:03:50.163 --> 00:03:50.196 ELSE, WHAT HAS TO HAPPEN THERE >> 00:03:50.196 --> 00:03:50.330 ELSE, WHAT HAS TO HAPPEN THERE >> I 00:03:50.330 --> 00:03:50.597 ELSE, WHAT HAS TO HAPPEN THERE >> I THINK 00:03:50.597 --> 00:03:50.830 ELSE, WHAT HAS TO HAPPEN THERE >> I THINK ZOOM 00:03:50.830 --> 00:03:51.264 ELSE, WHAT HAS TO HAPPEN THERE >> I THINK ZOOM GIVEN 00:03:51.264 --> 00:03:51.831 ELSE, WHAT HAS TO HAPPEN THERE >> I THINK ZOOM GIVEN THE 00:03:51.831 --> 00:03:52.332 >> I THINK ZOOM GIVEN THE 00:03:52.332 --> 00:03:52.365 >> I THINK ZOOM GIVEN THE VALUATION, 00:03:52.365 --> 00:03:52.465 >> I THINK ZOOM GIVEN THE VALUATION, I 00:03:52.465 --> 00:03:52.498 >> I THINK ZOOM GIVEN THE VALUATION, I THINK 00:03:52.498 --> 00:03:52.565 >> I THINK ZOOM GIVEN THE VALUATION, I THINK IT 00:03:52.565 --> 00:03:52.732 >> I THINK ZOOM GIVEN THE VALUATION, I THINK IT IS 00:03:52.732 --> 00:03:52.899 >> I THINK ZOOM GIVEN THE VALUATION, I THINK IT IS MORE 00:03:52.899 --> 00:03:55.201 VALUATION, I THINK IT IS MORE 00:03:55.201 --> 00:04:01.407 VALUATION, I THINK IT IS MORE THEY 00:04:01.407 --> 00:04:01.474 VALUATION, I THINK IT IS MORE THEY POTENTIALLY 00:04:01.474 --> 00:04:02.842 VALUATION, I THINK IT IS MORE THEY POTENTIALLY WILL 00:04:02.842 --> 00:04:02.942 VALUATION, I THINK IT IS MORE THEY POTENTIALLY WILL BE 00:04:02.942 --> 00:04:03.042 VALUATION, I THINK IT IS MORE THEY POTENTIALLY WILL BE A 00:04:03.042 --> 00:04:03.076 VALUATION, I THINK IT IS MORE THEY POTENTIALLY WILL BE 00:04:03.076 --> 00:04:03.276 THEY POTENTIALLY WILL BE 00:04:03.276 --> 00:04:03.309 THEY POTENTIALLY WILL BE ACQUIRER 00:04:03.309 --> 00:04:03.409 ACQUIRER 00:04:03.409 --> 00:04:03.543 ACQUIRER NO 00:04:03.543 --> 00:04:03.643 ACQUIRER NO ONE 00:04:03.643 --> 00:04:04.043 ACQUIRER NO ONE WOULD 00:04:04.043 --> 00:04:04.711 ACQUIRER NO ONE WOULD HAVE 00:04:04.711 --> 00:04:04.944 ACQUIRER NO ONE WOULD HAVE EXPECTED 00:04:04.944 --> 00:04:05.111 ACQUIRER NO ONE WOULD HAVE EXPECTED THAT 00:04:05.111 --> 00:04:05.311 NO ONE WOULD HAVE EXPECTED THAT 00:04:05.311 --> 00:04:05.411 NO ONE WOULD HAVE EXPECTED THAT MICROSOFT 00:04:05.411 --> 00:04:05.511 NO ONE WOULD HAVE EXPECTED THAT MICROSOFT TEAMS 00:04:05.511 --> 00:04:05.845 NO ONE WOULD HAVE EXPECTED THAT MICROSOFT TEAMS WOULD 00:04:05.845 --> 00:04:06.479 NO ONE WOULD HAVE EXPECTED THAT MICROSOFT TEAMS WOULD HAVE 00:04:06.479 --> 00:04:06.512 NO ONE WOULD HAVE EXPECTED THAT MICROSOFT TEAMS WOULD HAVE HAD 00:04:06.512 --> 00:04:07.080 MICROSOFT TEAMS WOULD HAVE HAD 00:04:07.080 --> 00:04:07.347 MICROSOFT TEAMS WOULD HAVE HAD THE 00:04:07.347 --> 00:04:07.480 MICROSOFT TEAMS WOULD HAVE HAD THE SUCCESS 00:04:07.480 --> 00:04:09.382 MICROSOFT TEAMS WOULD HAVE HAD THE SUCCESS THAT 00:04:09.382 --> 00:04:09.515 MICROSOFT TEAMS WOULD HAVE HAD THE SUCCESS THAT THEY 00:04:09.515 --> 00:04:09.549 MICROSOFT TEAMS WOULD HAVE HAD THE SUCCESS THAT THEY HAD. 00:04:09.549 --> 00:04:09.649 THE SUCCESS THAT THEY HAD. 00:04:09.649 --> 00:04:09.682 THE SUCCESS THAT THEY HAD. SO 00:04:09.682 --> 00:04:09.782 THE SUCCESS THAT THEY HAD. SO I 00:04:09.782 --> 00:04:09.849 THE SUCCESS THAT THEY HAD. SO I THINK 00:04:09.849 --> 00:04:09.916 THE SUCCESS THAT THEY HAD. SO I THINK WHEN 00:04:09.916 --> 00:04:10.016 THE SUCCESS THAT THEY HAD. SO I THINK WHEN YOU 00:04:10.016 --> 00:04:10.650 THE SUCCESS THAT THEY HAD. SO I THINK WHEN YOU LOOK 00:04:10.650 --> 00:04:10.683 THE SUCCESS THAT THEY HAD. SO I THINK WHEN YOU LOOK GOING 00:04:10.683 --> 00:04:10.883 SO I THINK WHEN YOU LOOK GOING 00:04:10.883 --> 00:04:11.017 SO I THINK WHEN YOU LOOK GOING FORWARD, 00:04:11.017 --> 00:04:11.084 SO I THINK WHEN YOU LOOK GOING FORWARD, THIS 00:04:11.084 --> 00:04:11.184 SO I THINK WHEN YOU LOOK GOING FORWARD, THIS IS 00:04:11.184 --> 00:04:11.918 SO I THINK WHEN YOU LOOK GOING FORWARD, THIS IS WHERE 00:04:11.918 --> 00:04:12.318 SO I THINK WHEN YOU LOOK GOING FORWARD, THIS IS WHERE IN 00:04:12.318 --> 00:04:12.485 SO I THINK WHEN YOU LOOK GOING FORWARD, THIS IS WHERE IN TERMS 00:04:12.485 --> 00:04:12.585 FORWARD, THIS IS WHERE IN TERMS 00:04:12.585 --> 00:04:12.719 FORWARD, THIS IS WHERE IN TERMS OF 00:04:12.719 --> 00:04:13.119 FORWARD, THIS IS WHERE IN TERMS OF WHERE 00:04:13.119 --> 00:04:13.386 FORWARD, THIS IS WHERE IN TERMS OF WHERE ZOOM 00:04:13.386 --> 00:04:13.553 FORWARD, THIS IS WHERE IN TERMS OF WHERE ZOOM FITS 00:04:13.553 --> 00:04:14.020 FORWARD, THIS IS WHERE IN TERMS OF WHERE ZOOM FITS MORE 00:04:14.020 --> 00:04:14.287 FORWARD, THIS IS WHERE IN TERMS OF WHERE ZOOM FITS MORE AND 00:04:14.287 --> 00:04:14.320 FORWARD, THIS IS WHERE IN TERMS OF WHERE ZOOM FITS MORE AND MORE 00:04:14.320 --> 00:04:14.554 OF WHERE ZOOM FITS MORE AND MORE 00:04:14.554 --> 00:04:14.787 OF WHERE ZOOM FITS MORE AND MORE COMPETITIVE 00:04:14.787 --> 00:04:15.021 OF WHERE ZOOM FITS MORE AND MORE COMPETITIVE AGAINST 00:04:15.021 --> 00:04:15.054 OF WHERE ZOOM FITS MORE AND MORE COMPETITIVE AGAINST THEM 00:04:15.054 --> 00:04:15.154 COMPETITIVE AGAINST THEM 00:04:15.154 --> 00:04:15.288 COMPETITIVE AGAINST THEM AND 00:04:15.288 --> 00:04:15.355 COMPETITIVE AGAINST THEM AND YOU 00:04:15.355 --> 00:04:15.655 COMPETITIVE AGAINST THEM AND YOU CAN 00:04:15.655 --> 00:04:17.190 COMPETITIVE AGAINST THEM AND YOU CAN TALK 00:04:17.190 --> 00:04:17.257 COMPETITIVE AGAINST THEM AND YOU CAN TALK ABOUT 00:04:17.257 --> 00:04:17.490 COMPETITIVE AGAINST THEM AND YOU CAN TALK ABOUT THE 00:04:17.490 --> 00:04:17.523 COMPETITIVE AGAINST THEM AND YOU CAN TALK ABOUT THE OTHER 00:04:17.523 --> 00:04:17.657 AND YOU CAN TALK ABOUT THE OTHER 00:04:17.657 --> 00:04:17.724 AND YOU CAN TALK ABOUT THE OTHER SIDE 00:04:17.724 --> 00:04:17.890 AND YOU CAN TALK ABOUT THE OTHER SIDE WITH 00:04:17.890 --> 00:04:18.191 AND YOU CAN TALK ABOUT THE OTHER SIDE WITH THE 00:04:18.191 --> 00:04:18.458 AND YOU CAN TALK ABOUT THE OTHER SIDE WITH THE VACCINE 00:04:18.458 --> 00:04:18.625 AND YOU CAN TALK ABOUT THE OTHER SIDE WITH THE VACCINE WORKING 00:04:18.625 --> 00:04:18.825 SIDE WITH THE VACCINE WORKING 00:04:18.825 --> 00:04:18.925 SIDE WITH THE VACCINE WORKING FROM 00:04:18.925 --> 00:04:19.092 SIDE WITH THE VACCINE WORKING FROM HOME, 00:04:19.092 --> 00:04:19.125 SIDE WITH THE VACCINE WORKING FROM HOME, BUT 00:04:19.125 --> 00:04:19.292 SIDE WITH THE VACCINE WORKING FROM HOME, BUT I 00:04:19.292 --> 00:04:20.126 SIDE WITH THE VACCINE WORKING FROM HOME, BUT I THINK 00:04:20.126 --> 00:04:20.260 SIDE WITH THE VACCINE WORKING FROM HOME, BUT I THINK THAT 00:04:20.260 --> 00:04:20.293 SIDE WITH THE VACCINE WORKING FROM HOME, BUT I THINK THAT IT 00:04:20.293 --> 00:04:20.393 FROM HOME, BUT I THINK THAT IT 00:04:20.393 --> 00:04:20.426 FROM HOME, BUT I THINK THAT IT IS 00:04:20.426 --> 00:04:21.461 FROM HOME, BUT I THINK THAT IT IS A 00:04:21.461 --> 00:04:22.262 FROM HOME, BUT I THINK THAT IT IS A NEW 00:04:22.262 --> 00:04:22.295 FROM HOME, BUT I THINK THAT IT IS A NEW PARADIGM. 00:04:22.295 --> 00:04:22.562 IS A NEW PARADIGM. 00:04:22.562 --> 00:04:23.229 IS A NEW PARADIGM. COLLABORATION 00:04:23.229 --> 00:04:23.296 IS A NEW PARADIGM. COLLABORATION SOFTWARE 00:04:23.296 --> 00:04:23.329 IS A NEW PARADIGM. COLLABORATION SOFTWARE AND 00:04:23.329 --> 00:04:23.463 IS A NEW PARADIGM. COLLABORATION SOFTWARE AND OF 00:04:23.463 --> 00:04:23.630 COLLABORATION SOFTWARE AND OF 00:04:23.630 --> 00:04:23.696 COLLABORATION SOFTWARE AND OF COURSE 00:04:23.696 --> 00:04:23.763 COLLABORATION SOFTWARE AND OF COURSE ZOOM 00:04:23.763 --> 00:04:23.963 COLLABORATION SOFTWARE AND OF COURSE ZOOM HAS 00:04:23.963 --> 00:04:24.264 COLLABORATION SOFTWARE AND OF COURSE ZOOM HAS BEEN 00:04:24.264 --> 00:04:24.464 COLLABORATION SOFTWARE AND OF COURSE ZOOM HAS BEEN THE 00:04:24.464 --> 00:04:24.764 COLLABORATION SOFTWARE AND OF COURSE ZOOM HAS BEEN THE LEADER 00:04:24.764 --> 00:04:24.964 COURSE ZOOM HAS BEEN THE LEADER 00:04:24.964 --> 00:04:24.998 COURSE ZOOM HAS BEEN THE LEADER THERE. 00:04:24.998 --> 00:04:25.098 THERE. 00:04:25.098 --> 00:04:25.231 THERE. BUT 00:04:25.231 --> 00:04:25.765 THERE. BUT WHEN 00:04:25.765 --> 00:04:27.867 THERE. BUT WHEN YOU 00:04:27.867 --> 00:04:28.468 THERE. BUT WHEN YOU LOOK, 00:04:28.468 --> 00:04:28.635 THERE. BUT WHEN YOU LOOK, SALESFORCE 00:04:28.635 --> 00:04:28.801 BUT WHEN YOU LOOK, SALESFORCE 00:04:28.801 --> 00:04:29.002 BUT WHEN YOU LOOK, SALESFORCE LOOKS 00:04:29.002 --> 00:04:29.269 BUT WHEN YOU LOOK, SALESFORCE LOOKS AROUND 00:04:29.269 --> 00:04:29.369 BUT WHEN YOU LOOK, SALESFORCE LOOKS AROUND AND 00:04:29.369 --> 00:04:29.502 BUT WHEN YOU LOOK, SALESFORCE LOOKS AROUND AND SLACK 00:04:29.502 --> 00:04:29.569 BUT WHEN YOU LOOK, SALESFORCE LOOKS AROUND AND SLACK WAS 00:04:29.569 --> 00:04:29.702 BUT WHEN YOU LOOK, SALESFORCE LOOKS AROUND AND SLACK WAS WHAT 00:04:29.702 --> 00:04:30.003 LOOKS AROUND AND SLACK WAS WHAT 00:04:30.003 --> 00:04:30.236 LOOKS AROUND AND SLACK WAS WHAT THEY 00:04:30.236 --> 00:04:30.703 LOOKS AROUND AND SLACK WAS WHAT THEY NEEDED 00:04:30.703 --> 00:04:31.037 LOOKS AROUND AND SLACK WAS WHAT THEY NEEDED TO 00:04:31.037 --> 00:04:31.070 LOOKS AROUND AND SLACK WAS WHAT THEY NEEDED TO ACQUIRE 00:04:31.070 --> 00:04:31.170 THEY NEEDED TO ACQUIRE 00:04:31.170 --> 00:04:31.470 THEY NEEDED TO ACQUIRE NO