Why this company gets the market
12 million
20 million
75 million
145 million
Slack, Sep 2019Teams, Nov 2019Teams, Apr 2020Teams, Apr 2021
| Slack, Sep 2019 | 12 million |
| Teams, Nov 2019 | 20 million |
| Teams, Apr 2020 | 75 million |
| Teams, Apr 2021 | 145 million |
Slack built the market for work chat. Microsoft built Teams into Office, and by late 2019 Teams reported more daily users
Why it matters
A big market draws giants and money. Without a reason this company wins, its growth gets competed away: in China’s bike-sharing war, ofo raised about $2.2 billion, and by December 2018 more than 10 million users were queuing for their deposits back.