Selling subscription productivity tools is a business that has existed for decades if not centuries. Just because their product is new does not mean their business is.
If that was the business, yes. The first rule of understanding the business is understanding the business model. Not the product. If the business model is a subscription, then you look at the moat. If the moat is not there - you are not that much different from Microsoft Office (which arguably has a larger moat).
[–] stusmall 3 days ago
[–] postexitus 3 days ago