The future of Slack: Could a Merger with Dropbox Create a $60Bn Company?

At Kähler AI over the past several months we have crawled thousands of data sources relevant to the equity market. From these data sources, we carefully selected N number (N>1) of these sources as our reputable data sources that are closer to the sentiment echoed by the top institutional buyers.

The idea is that we use these sources as alternative data to supplement the information that we already have about VC backed companies. This is in order to try to extrapolate the chances of post-M&A stock growth potential by factoring in the sentiment analysis extracted from these sources. Furthermore, we are currently focused and attuned to software stocks, however, over the coming months we’ll be covering other types of stocks as we expand the scope of our systems — paying newsletter subscribers are eligible to request access to our M&A Simulation Service.

Of course, our team is humble enough to recognize that our predictions may end up being completely wrong (please read our disclaimer at the bottom). We wouldn’t be the first, nor the last ones to make wrong predictions, even the big investment banks get it wrong (ask Wework!).

Slack Growth Challenge

Slack’s growth challenge for both users & revenue originates on multiple fronts. Firstly, the company faces fierce competition from tech giants such as Microsoft with its existing large pool of enterprise users and formidable distribution power.