The Razor’s Edge

#32: Slack's Tricky Position and the Tesla Bull Case (Along With A Counter)

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We continue our conversation with Rajiv Sud, ad tech veteran and private and public markets investors. In this episode - essentially parts 2 and 3 of our conversation - we start with Slack and its challenges, as well as its surprising similarities to Twitter. We also quiz Rajiv on his time at AdMob and his outlook for the private tech sector, before concluding with a breakdown of his Tesla bull thesis.

Topics Covered
  • 3:00 minute mark – Slack’s position
  • 6:00 – the two-front war, with Intel as an example
  • 9:00 – Slack’s marketing challenge, and it not being enough to be the product winner
  • 17:00 – Creating the urgency around Slack’s product
  • 21:00 – The marketing pitch
  • 24:00 – Chat as an engagement tool, and the fit with subscription businesses
  • 29:00 – A use case for Slack
  • 34:00 – A Twitter content play
  • 39:00 – AdMob buyout questions
  • 43:00 – Private market – what is Rajiv seeing? Competition and ninja tools
  • 49:00 – How does the SaaS competition play out among smaller companies?
  • 59:00 – The VC need for exits and how that affects the broader market
  • 1:07:30 – Rajiv’s Tesla bull case – software focused
  • 1:12:00 – The Elon Musk factor for Tesla bulls
  • 1:17:00 – Dissecting the fully autonomous driving future – who gets there first?
  • 1:25:00 – And once we get there, who is actually the winner?

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