Slack + Salesforce Emergency Pod with Packy McCormick of Not Boring

Acquired

Ben Gilbert and David Rosenthal

Ma, Business, Technology, Acquisitions, Startups, Venturecapital, Vc, Investing, Investment

4.7 • 5.2K Ratings

🗓️ 2 December 2020

⏱️ 90 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Acquired is live on the scene covering Salesforce's blockbuster $27.7B acquisition of Slack, with the help of the internet's #1 Slack bull (and top internet analyst in his own right), Packy McCormick of Not Boring. We dissect the deal itself, Slack's relatively short life as a public company, the impact of Microsoft and Teams, and most importantly what this means for enterprise SaaS startups broadly. And oh yeah — we have a ton of fun too. :)

Note: you can find our full June 2019 episode on Slack's history and their DPO here: https://www.acquired.fm/episodes/the-slack-dpo

Sponsors:

Anthropic: https://bit.ly/acquiredclaude25
Sentry: https://bit.ly/acquiredsentry
WorkOS: https://acquired.fm/unplugged
- Playing Cards: https://bit.ly/workOSshop (Code: ACQDECK)
Statsig: https://bit.ly/acquiredstatsig26

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Playbook Themes from this episode are available on our website at https://www.acquired.fm/episodes/slack-salesforce-emergency-pod-with-packy-mccormick-of-not-boring

Links:

Not Boring: https://notboring.substack.com
Packy on Twitter: https://twitter.com/packyM
Packy's bull thesis on Slack from November 2020: https://notboring.substack.com/p/slack-the-bulls-are-typing

Transcript

Click on a timestamp to play from that location

0:00.0	since I think I'm editing this one, trying to make it as easy as possible.
0:03.8	Yeah, we didn't actually talk about that. Thanks, Ben.
0:06.4	Hopefully we can just one take this. Welcome to this emergency pod of acquired the podcast about great technology companies and the stories and playbooks behind them.
0:27.5	I'm Ben Gilbert and I'm the co-founder of Pioneer Square Labs a startup studio and venture firm in Seattle.
0:33.8	And I'm David Rosenthal, and I am an angel investor and independent advisor to startups
0:39.1	based in San Francisco.
0:40.5	And we are your hosts. Well, David, here we are live on the scene.
0:46.0	We've got a special guest.
0:48.0	What are we talking about today?
0:49.0	We are talking about Slack being acquired and we have the best in the business, the number
0:57.0	one internet and Twitter, Slack Bull out there and probably, probably we're're gonna discuss how happy but probably a
1:04.6	very happy man here today. Paki McCormick of Not Boring welcome to the show.
1:08.4	It's so great to be here and I'm both happy and sad which I'm sure we'll dive
1:12.4	into.
1:13.0	Oh, so much to us with mixed emotions.
1:16.0	All right David, you've got this lovely introduction written up here.
1:19.0	Take us in.
1:20.0	This is non-traditional in so many ways, because this is a big week here at acquired.
1:23.8	We've got DoorDash, we've got AirB&B IPOs coming up. We're gearing up for those.
1:28.4	We're going to be live on the scene for those. We have Roblocks, which maybe we'll cover next season a couple others happening
1:35.0	We literally just recorded an awesome special episode which is coming out later this month
1:39.2	But we knew this was happening. So last week we'll get we dialed up Paci on Twitter. We said, hey, if this happens, can you come on the pod? Will you do an emergency pod with us? And here he is.
	...

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