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Frank Friedberg

👤 Person
114 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

Of course they do. I can switch to Google Docs and save money.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

Of course they do. I can switch to Google Docs and save money.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

I don't have to buy it. I don't have to buy enterprise seat licenses for Office. I can buy Google Docs. SMBs think that way, but enterprises have to have Office.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

I don't have to buy it. I don't have to buy enterprise seat licenses for Office. I can buy Google Docs. SMBs think that way, but enterprises have to have Office.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

They have every option to. Google's competing effectively in the Office space against Microsoft Office. Zoom is competing effectively against Teams. Like none of these businesses have a monopoly. Zoom, I would argue, is getting demolished.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

They have every option to. Google's competing effectively in the Office space against Microsoft Office. Zoom is competing effectively against Teams. Like none of these businesses have a monopoly. Zoom, I would argue, is getting demolished.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

What's the monopolistic lock-in? The amazing thing about SaaS is that there's no switching cost. There's no switching cost? What?

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

What's the monopolistic lock-in? The amazing thing about SaaS is that there's no switching cost. There's no switching cost? What?

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

You're saving money if you stick with Microsoft. They're giving you a discount.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

You're saving money if you stick with Microsoft. They're giving you a discount.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

That's a theory. And if that's true, that should be prosecuted. I don't think that the idea- Which it was under the Microsoft Internet Explorer action. But that's the violating action. That's my point.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

That's a theory. And if that's true, that should be prosecuted. I don't think that the idea- Which it was under the Microsoft Internet Explorer action. But that's the violating action. That's my point.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

If at the end of the day, that sum is cheaper than you buying the alternative a la carte from third-party vendors, that is a great deal for you as a customer.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

If at the end of the day, that sum is cheaper than you buying the alternative a la carte from third-party vendors, that is a great deal for you as a customer.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

What we're talking about here is proactively keeping competition. And I think that creates a good competitive dynamic. But, you know, maybe I'm thinking two first principles on this.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

What we're talking about here is proactively keeping competition. And I think that creates a good competitive dynamic. But, you know, maybe I'm thinking two first principles on this.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

Google Meet does not dominate market share.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

Google Meet does not dominate market share.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

But sorry, I'm giving you a counterexample to the point about bundling.

All-In with Chamath, Jason, Sacks & Friedberg
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

But sorry, I'm giving you a counterexample to the point about bundling.