Slack Looks a Lot Like DocuSign and Dropbox, Triton Research CEO Says

The transcript discusses Slack's popularity and its comparison to AOL Instant Messenger. It analyzes Slack's financials and IPO characteristics, comparing them to companies like DocuSign, Dropbox, and Spotify. The discussion covers investment considerations, highlighting Slack's direct listing and its implications. The transcript also addresses market competition, particularly from Microsoft, and Slack's brand awareness strategy.

What does the speaker suggest about the potential for investment in Slack?

What concerns are raised about competition for Slack?