This is huge - Google and SalesForce are teaming up - which means that the Google app stack (including the new app framework - will be a good default choice for SalesForce users (and vice-versa). This is a huge game changer, because it means that Office is not the default choice for an increasing number of business users.

Microsoft is getting disintermediated, and there's not a heck of a lot they can do about it. They're stuck in the kind of management inertia problem I spoke about yesterday.

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