Comment by ben_w

> The moat is more in the installed base of data centers

For Slack and Teams, I'd say not even that is necessary. They're not meant as broadcast tools, even if they could be used as such, they're tools for… well, for teams. Either within a single company or B2B stuff. Given how powerful all the client devices are, the remaining work of the server to coordinate them all should, in 99% of cases, be so low that you can offload it to someone's bluetooth earbuds (as per recent story of Doom being ported and the conversions it led to about the typical modern embedded processor, and what we could do back when servers were that powerful).

It's not like every Slack/Teams instance is also running some clone of Google's Page Rank indexing of the entire internet locally.