October Insider Report

Most TalkingHeadz episodes are interviews, but in this episode we Dave and Evan cover current events.

TalkingPointz Insider Reports publish the first week of every month and cover the enterprise news that mattered the prior month. In this podcast, Dave and Evan discuss the most recent Insider Report covering the news of October 2022.

The October 2022 Insider Report was published on Nov 2.

Most Insider Reports are about 10 pages long, but designed for easy skimming. This podcasts only covers a condensed selection of topics.

Subscriptions to Insider Reports can be purchased here. A personal subscription is $588/year. 

Transcript

Evan Kirstel: 0:12

Hey everyone, it's Evan cursed out. And Dave Michaels on this special weekend edition.

Dave Michels: 0:18

Hey everyone, it's Evan and Michaels. And so do you mean hey everyone and let

Evan Kirstel: 0:22

you know I can move you to the green room here and just do this myself. So now you see you're moved out to the green room. I may or may not decide to bring you back up. All right, let's bring it back up. We have a very special edition of talking heads talking points, because it's been a super busy month, hasn't it?

Dave Michels: 0:39

October is always the busiest month because for some reason everyone wants to have an event in October.

Evan Kirstel: 0:44

I don't know we're in November. I'm not sure if you check your daylight savings time yet, but we're gonna be talking October. We're talking about October and talk about October in October because it

Dave Michels: 0:55

was too busy.

god: 0:58

Talking it is a semi monthly podcast with interviews of the top movers and shakers and enterprise communications and collaboration. Your host Dave Michaels and Evan Kirkstall, both of which offer extraordinary services including research, analysis and social media marketing. You can find them on Twitter, LinkedIn, or at talking points.com. That's points with a Z and Devon kruskal.com. That's que ir S T E L.

Evan Kirstel: 1:27

So for those of you looking retroactively through life like us, let's talk about October 1, what is this talking points thing this this newsletter thing that you do?

Dave Michels: 1:39

So that's reasonable that you wouldn't understand that because you're not inside of course. And of course, you're a subscriber. The incident report is a report I put together as part of my as enhance services behind a paywall. It has a monthly newsletter, it has research notes, and this is the monthly newsletter of October, which publishes the first week of November. All right,

Evan Kirstel: 1:58

clear as mud just like Twitter, the strategy is completely transparent and collaborative

Dave Michels: 2:02

fire everybody. I laid off half the staff of talking points through a tweet.

Evan Kirstel: 2:07

It's very sad. It's very sad. Luckily, I survived. So let's dive into it. What's your first talking point of the session?

Dave Michels: 2:16

Well, first thing actually, it was because it was such a busy travel month is that I could not help. But notice that I don't think it's fair for me to say the pandemic is over. But I think out there for me to say that the fear of COVID is over. People seem to be out and about and breathing on me everywhere I go.

Evan Kirstel: 2:37

Well, I still have some uncertainty about groups. But you're right, the airports are full of the flights are full, the events are full. I was just at a cardiology event of all things covering it on Twitter as I do.

Dave Michels: 2:49

I don't see cardiology event. That's a really bad two.

Evan Kirstel: 2:52

Yes, that was a cardiology conference. And none of the cardiologists were wearing masks. So what does that tell you? I don't

Dave Michels: 3:00

know. But no, it's surprising, because I don't know I guess President Biden said the pandemic is over. But I'm not sure everybody in the health professional do. But certainly the fear of it is over. And it's just surprising. You know, it's like a switch on and off. We turned it off, or we turned it on and everything emptied out airports emptied out everything, always famous pictures of crowded cities completely empty. And then it's back on again. And you know, going through PSA is, it's back to 1999.

Evan Kirstel: 3:28

Living like it's 9099. Again, why

Dave Michels: 3:31

are you? Are you in the bridge of the enterprise?

Evan Kirstel: 3:33

I am yeah, I have one rebuilt in my basement. But we'll talk about that afterwards. Speaking of which, of COVID, being quote, unquote, over we're going to a zoom event, but not on Zoom, we're actually going in person, which is the ultimate irony, is it not?

Dave Michels: 3:47

You know, I've been thinking about this, because I've been telling people that I'm going to my second zoom event into zoom, topia is coming up in the second week of November. And we had a zoom analysts event, I think it was in possibly August. And so it's like two in person zoom events. And this is the company that was, you know, famous for home. But you know, Zoom doesn't want to be associated with staying at home anymore. I think they're purposely rotating. Let's get back to live events, of course, is a virtual element. Of course, people can watch the keynotes on Zoom within one. And zoom events is of course is a software package that they sell. So I think it's gonna be it's going to be good. And the difference between these events, the event I went to a few months ago, was all about zoom. And zoom topia people think is all about zoom. And it is, but it's also all about the community. They have a pretty good expo hall, a lot of vendors are there. It's a great place to be seen. Great place to see people. And so I'm really I'm really looking forward to this and topia. Me too.

Evan Kirstel: 4:43

I'm flying out 7am tomorrow so we have to get over with this thing quick. Yes, I'll see you there tomorrow. We got subjects to the airport bed early. I'm

Dave Michels: 4:51

sure I go to bed I'm

Evan Kirstel: 4:53

going to bed about an hour. Speaking of zoom, and by extension five nine and industry insiders will understand the connection The company that almost was the company that almost was the CEO that is no more.

Dave Michels: 5:05

It surprised a lot of people that Rowan was leaving five, nine. It didn't surprise me honestly. And I can I can defend that. Because last time I saw Ro And I said, Why are you still here? Isn't it time for you to go? I said that respectfully. He's done a great job. Five nicer isn't.

Evan Kirstel: 5:20

They say that to you all the time. But that's a separate, but I always tell

Dave Michels: 5:23

myself that he wasn't going to be there long term. And I kind of felt like he'd done the heavy lifting that he got, you know, and it was, and he was probably getting ready to go. I thought he would go to a crypto startup. He assures me he's not going to a crypto startup, but he hasn't said where he's going. And I think that you know, the guy coming in to replace him like Mike Brooklyn was the CEO. And it'll be you. It'll be interesting. This market certainly didn't react well. me wrong, got a lot done while he was there. But I also think that Rowan is doing what he needs to do. And I think five nine will be fine.

Evan Kirstel: 5:56

Well, who the hell wants to be the CEO of a public company? At the moment? It's a Yikes. What a job. Yeah, that's

Dave Michels: 6:02

funny, because they're going to a he says he's going to a pre IPO company. And you know, he's trying to be descriptive and not descriptive at the same time. Everybody's a pre IPO company. As far as I know. Right now, I'm pretty sure your company is pre IPO. My company's pre IPO. But he's not coming to either one of our companies. I guess he's not coming to mind. I don't know if he's coming to your company. But no, pre IPO is kind of a wide gamut. A lot of companies, a lot more companies are pre IPO than companies that are IPOs. So

Evan Kirstel: 6:26

So speaking of do most IPO companies, Google, there was a big Google event called next I was there in person in New York City. But what did you What was your takeaway from Google Cloud Next?

Dave Michels: 6:39

You know, I get a lot of questions around Google most questions. Are they really serious about this stuff, because they're really about advertising on one hand, and then Google Cloud is really around selling their cloud compute services. And so they're really serious about this enterprise comm stuff. And I have to say they are they did a tremendous job during the pandemic, assuming that it ended, of improving Google meat. And Google meat became a real contender for video conferencing. And then at Google Next, they actually announced a bunch of updates. So there's the notification, they actually announced a bunch of updates for Google Chat. That's significant updates. And it used to be we're limited this 400 people in the chat, you know, and I, and now you're limited 8000. So that's actually, you know, enterprise level chat services. And they've also expanded their encryption points and encryption to Google Calendar. So they're definitely turning up the volume to 11. On these enterprise apps, I think we're going to hear some news next month about Google Voice. Remember, Google Voice, nobody else always remember

Evan Kirstel: 7:37

that from the 90s.

Dave Michels: 7:38

Yeah, they discovered they still have it there. But back to the client side encryption stuff. You know, that was something that they launched a little while ago because uh, you know, he got a he was a big and advertising company and reading on information. But they've extended that from Google meat, to drive Docs, Sheets, Slides, and now calendar so you can have your privacy and eat it too. And Google

Evan Kirstel: 7:59

Awesome. Well, moving from one tech giant to the next Microsoft, what's happening there? Because I'm always befuddled by the latest Microsoft bundles pricing marketing. What's happening?

Dave Michels: 8:11

Well, you know, there isn't your funnel. So you said the funnels? Yes. But Funnels is because they don't really like to talk to us influencers and analysts pre news. So we get a lot of our news, secondhand news, if you remember that bit from Saturday, July. But anyway, they dropped some interesting announcements. So far, the biggest announcement is later in the report, because we're kind of going through this report in the UC section. But but in this part of the section with chat and video. Interestingly, the thing they did was they came out with a premium bundle for teams. And this is interesting, because one of the most common reasons people say that they use teams is because it's free. And it's done phenomenally well. It's got some like 70% penetration in enterprise, all these free users, all these free users are upgrading their PCs, because the client uses up all the computing power. But you know, free is free. And the problem is if you have a product that is getting 70% penetration, and it's free, you want to monetize it. So they came up with this team's premium bundle, which is pretty clever. It's not really clear like like zoom has a premium bundle associated with calling features. So if you're heavy calling, you might want that premium bundle resume. But Microsoft's premium bundles kind of all over the place. It has some features around calling some features around webinars and features around chat. It's just kind of all over the place, but it's $10 a month. And I'm sure a lot of enterprises will buy it for all their employees without even really questioning. And so the free service is now$10 A month, unless you have

Evan Kirstel: 9:35

let's move on or though I might fall asleep during this audio lights idea. Well,

Dave Michels: 9:41

we'll get to an ESC section. All right, what do you want to talk about?

Evan Kirstel: 9:44

I see something called telepresence read do read American call it Now that's interesting to me because I thought telepresence was dead as a doorknob.

Dave Michels: 9:54

No, no, no, no, no. Every decade there's a new version of telepresence, right and At one point, it was crystal clear audio just like you're being there, hear a pin drop, then it became video and then it became better audio and then it became wideband video and HD video. And so we keep on improving telepresence, and, you know, companies like WhatsApp, Skywalker Ranch company, whatever that company, whatever, they have life size video conferencing, they really wanted to be as if you were in the same room. And that's that was like 10 years ago. And so there's always this new version of telepresence, but this month in October, so actually last month, but in October, we got three glimpses of the future of high definition telepresence, one from Google, one from Mehta, and one from Cisco. And they were all various versions of 3d video conferencing. And I would say the Google the mental one, of course, is animated, but expensive. You can look around and move around and whatever. And they made a big announcement Microsoft, which is interested in Microsoft's bringing teams to meta horizon office setting, so I think it was a brilliant Maxell

Evan Kirstel: 10:56

in the metaverse, I can't wait to this is exciting, because I've

Dave Michels: 11:00

got nothing to lose on this one. They're bringing in teams, which is what metal wanted. And they get full access to all of metals, investments, and including hardware. So that was a good move for Microsoft. So that's meta, Google came up with a fancy booth, he always make fun of me and my phone booths. But who came up with a telepresence booth, it's like a half a room, and the other person gets half the room, and then the video together, and they make you know, it's as if they're in the same room, and they can move around, they can see different angles, very high quality stuff, way too expensive to ever sell this, they're experimenting for the future, they're putting it into customer sites, it's good stuff, they're building something, it's

Evan Kirstel: 11:34

gonna be ready for six g, it's going to be really 60,

Dave Michels: 11:37

I think 99 G, it's going to be a ways out there because they can't put a price on it yet. Now, Cisco has a thing called hologram technology. It's part of WebEx, they actually introduced it last year, but they've improved it. Now they're using the Magic Leap goggles. And I got to actually play with this one at the WebEx open house they had, it's pretty interesting systems more about prototypes, or models that can either be the model that you are showing, remote person. And then if I'm showing you a model of something, say a prototype of a product, then I have this panel that has all these different cameras and sensors. And then you on the remote end have these Magic Leap goggles, and you can kind of you know, look around, look at the bottom, stuff like that. It also works with projected stuff. So I can have an animation of a model like a screenshare. And then you're able to actually move it around and look at different sides of it, shaken upside down until it falls out. So that one is also in kind of pre shipping mode, the panels are still really expensive to putting it out to customers. They share with me some customers and how they're using it. And they have products that are related to that customer. But this is the next generation. And it's not quite available for you and me yet.

Evan Kirstel: 12:42

All right. Well, I see some surgeons wanting to like examine 3d images and things through that you so I imagine that's going to be fun use case. You also talk a little bit about poly and Lodgy, some certifications, what's going on there.

Dave Michels: 12:56

So that is this is kind of the you know, find this hard to believe. But you know, Polly and Lodgy have moved to an Android based actually Cisco has to an Android based system for their video room controls. And these are now certified, you know, Cisco uses them and their systems. Microsoft has them and their ecosystem. And zoom has an America system. But they'll surprise you is that Google has always been Android. No, no, no Android around here. We're Google. We don't use Android. Google has always been using Chrome OS powered devices, which are very powerful devices. But they're very proprietary. It's a couple of St Pauli alloggi, government whitewash to deal with that. And so somehow, Holly and Lodgy were able to convince Google to put in their existing Android based systems into Google meat rooms. And Google somehow said yes. And so that opens up a whole new world of video conferencing systems. And it actually makes it a little cheaper and a little more competitive. So finally, Google has discovered that Android actually has a purpose besides smartphones.

Evan Kirstel: 13:55

Awesome next up cars. So we'll see that next you were at the WebEx one the big event when he

Dave Michels: 14:03

mentioned that earlier but I want to mention some things you know, when this is we're pushing down the sweet play, you buy a WebEx suite now they're really trying to sell this week on like the Microsoft play. One of companies are actually doing this now. And

Evan Kirstel: 14:15

but once you get your apple bundle and apple one comes with everything, what do I get as part of my talking heads talking points bundle? Do I get anything besides,

Dave Michels: 14:24

you get livestream guests? You gotta live Okay.

Evan Kirstel: 14:27

Can you can you add a phone booth can maybe add a phone booth or, you know,

Dave Michels: 14:31

I thought my phonebook was antiquated technology is not going to work. But I want to mention one thing that's not in the WebEx week that they had on display at the Cisco open at WebEx open house, a product called Cisco spaces. There's only so many words and work in our space and so, so enterprise I don't know how many companies have spaces product value. I'm not even sure where to put Cisco SpaceX is actually about physical space, that virtual space and the idea of it is to help you manage Your your offices. And what the big news that the web is open house was, is that the WebEx products now talk to Cisco spaces. So when you have Cisco spaces that are representing your office, you can see all the desks and you can see where all the equipment is you can see the air quality. And you can see which hot desk you might want to reserve or rent. But now you can actually see how many people are logged in. And the Cisco WebEx suite is actually talking to it. I think Microsoft just announced something similar if they didn't call it spaces, they call it places. But Microsoft has something coming next year, something along this line. But this hybrid office thing has the IT company is trying to figure out how to manage physical spaces or places or whatever better now, which is something new for us to be influencing.

Evan Kirstel: 15:41

Awesome. So let's shift gears to customer engagement and CX world. What's up with that?

Dave Michels: 15:48

What's up with that is exactly my reaction. The business news there was Genesis decided to kill it's multi cloud products. And I have to say, if they would have announced this a year ago, I would have said I get it I understand the future is cloud. If they would have announced this a year from now, I probably would have said I get it the future is cloud. Let's double down let's go focus on cloud. But they announced it now, which I find perplexing to be honest because of the state of Avaya. Avaya, as you know, is kind of in the turmoil state, they haven't announced their last quarter, which is you know, they're very late on And Gartner has been very cautious about about, you know, advice to their customers saying, you know, you might want to close your wallet, as far as the buyer is concerned, they put out a advisory. And so it seems to me that that Avaya base which is huge, and not particularly customers that want seek as really want a multicloud type of solution. That's what they're getting from Avaya. So it seems to me when that base, which is you know, bigger than your company is up for grabs, it seems like a strange time to be discontinuing that product. And so, so it's good news for Cisco, it's good news reminds us good news for a handful of other companies. But very strange timing from Genesis,

Evan Kirstel: 17:00

interesting, anything else, you had quite a boondoggle over to Morocco, or Where were you,

Dave Michels: 17:06

you know, nice put on their event in Morocco, and a nice event in Morocco. That's exactly the sentence they were looking for. And it was a great event, you know, me, I'm all business, I don't really things like that mean nothing to me, I just wanted to shoot and you know, drink and you know, one of the things is the same whether it's in Morocco or somewhere else. So the point is, is that it was a great event, because what I really liked, but we talked about this with our recent podcasts with a dot, the CMO there is that they do so much unscheduled time with their events. And I find that particularly productive I actually, you know, you might find this hard to believe, but actually, you're kind of tired in 10 hours of taking notes and presentations all day in a room with no windows. And so they'd kind of limited to half a day. And then they have these activities and events. And they bring out their whole executive team. And you end up having really good conversations, not only with the nice executives, but also with my peers and colleagues as we're talking about the things that we heard. And I find that I actually learn a lot more at a nice event because of their unstructured structure. Does that make sense? As opposed to some other events that jam pack the agenda?

Evan Kirstel: 18:16

I went to an event once if you ever been to an event where there is no agenda? No.

Dave Michels: 18:22

That's a little too unstructured. The guy the guy in the kilt is what you're talking to pink socks?

Evan Kirstel: 18:27

Yes, Nick. Yes. Shout out to Nick. So how many events did you attend? In October? I'm up to like four or five? What's going on? I

Dave Michels: 18:35

think it was 511 100. All right. So obviously, we had the nice event in Morocco we had I went to UC Expo in London. Actually several of us did do both of those events, which meant that we had to leave Bravo right away and go right to London, and then four or five of us to the same program. And then the following week I went to Chicago for the cloud Communications Alliance. CCA I think at CCA they put on this the old broadsoft group is bigger than broadsoft. But they put it's a bunch of independent service providers. Some of them are on broadsoft or Cisco now. Some of them are metal switch. Some of them are 2600. And crescendo is there. We've had Christina on the podcast, they get together on a regular basis. They still put on great content. The next one, by the way is in January in Fort Lauderdale, and I definitely plan to be there. Maybe I'll see you there. We've been to events in Fort Lauderdale. So I associated that with you. Oh Then after that came to Chicago and write to whether it's one and say, and then the following week was the RingCentral event up in Napa. So five events in October.

Evan Kirstel: 19:37

That's exhausting. I don't envy you too much. It's too much but you're doing a great keep it up keep it up.

Dave Michels: 19:43

There's one thing we did we did this on the podcast actually we briefly talked about whether or not we talked about sweet form and I said we're gonna get back to it and we never got back to I want to just touch on sweet form a little bit because I think it's

Evan Kirstel: 19:55

is it a kind of men's underwear what what is week one,

Dave Michels: 19:58

you're thinking of sweet SW e two That isn't so sweet. But what I find so interesting about this is you have a same conversation occurring from two opposite extremes working toward each other. So on one side, you've got nice, who's a traditional average contact center vendor. And they're also a workforce engagement vendor. And so they've got, and they've built a suite. But they have these traditional applications. And they want them to be more extensible. And they want them to work better together and be easier for their customers to integrate all these different modules that they have. And so they call that a suite form, because it's part platform part suite. And they're bringing this together. And if you listen to them, they want to tear down the silos, they want to reduce the barriers to using more products, they want to make it easier for customers to get to the next level, blah, blah, blah. So it's very interesting conversation, because you're going to go on the other end, let's say to Twilio, we just had their event, last week single conference, they're coming from pure API is no sweet whatsoever. And then Onyx has been, I should say, no, no application whatsoever. But they're building a suite of API's that go toward contact center and go toward customer engagement. And they're saying the exact same things, you have to tear down the silos, you have to make it easier for your customers to go deeper and better. And so they're both coming from very opposite directions, kind of toward the center, which is a sweet form, creditor, united, nice for a combination of a highly extensible set of applications. And it's phenomenal the way these are coming together. I think nice, has a fantastic sleep, and a fantastic suite form. Twilio has a fantastic set of API's, they're going to have a little bit of work to do to make that really come together for a lot of enterprise customers. But I love their vision, and they're making incredible progress.

Evan Kirstel: 21:43

Okay, well, I was taking a shot every time you said sweet form. So now I'm really biased. But we'll continue on the journey. Through the talking heads newsletter. There's something about Chrome now, why should I care about Google Chrome? Enterprise communications,

Dave Michels: 21:59

it's in the contact center section. And I love it when a vendor just finally you know, puts down the cards face up and admits the truth. And so you've heard it before, a lot of vendors say this, we heard the term over and over a single pane of glass. And everybody, every vendor seems to have some sort of solution with a single pane of sound.

Evan Kirstel: 22:19

So cool, it just sounds beautiful. And I'm glad Yeah, like, literally like last

Dave Michels: 22:23

week, like last, and you want to lots of pains. But this goal is often very elusive, which is why so many vendors keep promising it, because nobody can really give it. So what Google did was they finally admitted it, maybe the single pane of glass isn't working out for you. And so we got the Chrome does connector for the first thing they've made just for the contact center. And what they're doing here is that you get a new engagement, the new call, or some sort of some sort of new engagement comes in. And when that happens, the contact center vendor can open a whole bunch of tabs for you in one second. So you have a clean starting point. And you've got your CRM, possibly your contact center, desktop, maybe some other database, you need to access a nice clean set of Windows. And then when the call or interaction is over, they all go away. And the next time you start over again. So they're like always different Chrome tabs, and they don't have to go away. You can make them so they stay and you can close them later with one click. But I think it's the slice admissions do two important takeaways. So nice admission, that single pane of glass is not for everybody. And then the second one is this is the first extension to Chrome that Google has made specifically for the contact center. And so if you're wondering if Google's kind of serious about their contact center interests,

Evan Kirstel: 23:37

they are well I remember their presence at Enterprise Connect earlier this year, it was kind of stunning to see Google on display their show they traditionally have not attended. So moving on to the Unified Communication section. This is your meat and potatoes. I'd say the report, you talked about teams phone mobile, and are they bringing back the Microsoft phones smartphone? What's what's good?

Dave Michels: 24:01

That would be a good one. That's a good guess. So actually, back at Enterprise Connect back in March, they announced on the keynote stage operator Connect Mobile. And it was actually pretty interesting. And they said, We don't know when it's coming. They wouldn't give us a date. And so I just kind of filed that away, as it'll probably be talked about at the next Enterprise Connect next year. I thought that was kind of reasonable. I actually wrote a research note kind of along these lines. I call it UCaaS mobility three, because there were three keynotes at Enterprise Connect in March that covered what I call UCAS mobility, three, one was from Cisco and one was from RingCentral. And one was from Microsoft. Cisco announced their product WebEx go at Enterprise Connect RingCentral already had a product and they showed it with at&t Office at hand. And Microsoft had announced a product coming sometime in the in the future. Well, that future is now about seven months later, they launched they renamed it teams phone, mobile and the law Launched in Sweden on Telia and then Washington Canada on Rogers, supposedly Verizon will be launching it in the US later this year, early next year. And what this is, is what I call UCAS mobility, three, the convergence of cellular and UCaaS in one service. And so now your IT administrator can literally move phone numbers between smartphones and desktops and soft phones. And more importantly, the team's number in this case becomes the native number of the smartphone. It's not a add on top. It's actually the native number has full, you know, PBX features on the smart mobile device. And so Microsoft launches obviously in Sweden first because the Scandinavians are crazy about their mobile devices. But it's going to be pretty big when Verizon launches it here in the US. And meanwhile, RingCentral still has this available from at&t office at hand. And we're gonna get here the next I think it's the next story. They announced at their event that they're expanding with Vodafone, and launching in UK, and I think it was Germany have to see when we get to the page. But so there's a UK as mobility three option from RingCentral. And it's the same thing, native experience on the smartphone. And then Cisco WebEx go is available globally. And they do a different approach. They actually do it through an NBN Oh, and so your phone actually says Cisco WebEx versus WebEx as your carrier provider. But as a result of that, it works globally and you just roam to wherever you happen to be. So big news on the UCAS mobility front. Yeah,

Evan Kirstel: 26:33

that's kind of a big deal. People have been talking about this for what, five years, 810 years, but it looks like it's always

Dave Michels: 26:39

been the right it's always been the goal. And it's arrived. That research note I wrote, but I can't really think it went out in May talked about some other possibilities that we might be seeing from other vendors. I'm kind of waiting for Dialpad and T Mobile to do something that would make sense to me. I'm kind of waiting for a few other shoes to drop we had Crescenzo on and I think I could see them doing something on Avenue. But and then of course Ericsson bought Vonage. So these worlds are definitely colliding and offers a number of benefits to the it actually is very potentially disruptive. If you think of think about it this way, let's say Evan, let your company have, you know, 1000 employees, we're on a via cloud office, which is powered by RingCentral. And let's say you really liked this, you're really happy. And so VI is happy because they're getting a commission on this, you're happy RingCentral is happy, everyone's happy. But then you get wind of this feature from office and powered by RingCentral. And you want that you're going to have to switch from your Avaya cloud office to a 20 office at hand. For you. It's the same service. So basically the same features, same everything but now your mobile phones will work for a via they're not going to be so happy. So this is going to be very channel disruptive as companies move from this the same thing with pretty

Evan Kirstel: 27:55

good pretty much I like disruption, as we've seen with Twitter, you know, disruption is good. Well, maybe not too much disruption. But yeah, definitely mobile is it's been too long coming. So it's good to see these things being rolled out in real life. And I'm sure it's going to be a big topic at Mobile World Congress in Barcelona

Dave Michels: 28:15

relative and bring it up there too busy talking about antennas and

Evan Kirstel: 28:19

5g. Yeah, five. Yeah, you should you should head over there your you'll be in Portugal. It's only a short flight to Barcelona. I'm there every year. Um, so I'm at MWC every year so we should grab some dinner at 1230 extra room

Dave Michels: 28:37

for me or

Evan Kirstel: 28:39

I will just for you. You'll have the basement so it's fine. Okay, so we got through a lot of news. Anything else? Top of Mind and next month? Well, I've

Dave Michels: 28:49

already started next month's report. Obviously, there's already big stories in there. And, of course, we've got some topia coming up. And I'm expecting a lot of news from zoom topia, I wrote after my last visit I mentioned earlier I think it was back in August. I said zoom had no big ideas of this event. And I hope they have some big ideas and zoomtopia. I'm feeling more confident that I will not be disappointed. So

Evan Kirstel: 29:13

about a b2b metaverse. That's what we need. Can we get that or as meta ruin the metaverse for everyone else?

Dave Michels: 29:19

Meta has both Bruna and imaginary so

Evan Kirstel: 29:24

whatever. Just want to play video games all day. Can I just do that? And they called the metaverse. I mean, yeah, that's my goal. Well, look, I will see you at zoomtopia in person. And I think that's it, folks.

Dave Michels: 29:36

I think that's it.

Evan Kirstel: 29:37

I think that's it. So

Dave Michels: 29:39

thanks for watching. Have you watched the live stream and thanks for listening if you listen to it on Talking Heads, yeah, awesome. Very good.

Evan Kirstel: 29:44

Thank you see everyone. Bye. You

Dave Michels: 29:50

getting a conversation with them So I gotta get out of the phone don't worry if your phone no man knows me