The Thirst for a Coherent Offering
Looks like the first company that gets its enterprise offering's strategy right will win. Possibly in a big way.
MS has a lot of experience serving enterprise needs. Is this beginning to tell? Bolting stuff on to the side of O365 isn't a bad idea if that's selling well.
It strikes me that hiring a lot of youngsters to do your messaging platforms is a bad idea if you want to appeal to Enterprises. You need some old fogeys who have actually worked in an enterprise, they'll likely know what will work and what won't. I may be wrong, but I don't have Google, Slack, etc down as the kind of companies targeting that kind of engineer in their recruitment programmes.