Ben Thompson nails it, as usual: "The brilliance of paying on a subscription basis is that a company can buy exactly what it needs, when it needs it, and no mo

Ben Thompson nails it, as usual: "The brilliance of paying on a subscription basis is that a company can buy exactly what it needs, when it needs it, and no more." From https://stratechery.com/2019/microsoft-slack-zoom-and-the-saas-opportunity/ https://stratechery.com/2019/microsoft-slack-zoom-and-the-sa... He's written about this in other posts too.