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Inspect the metrics over what time horizon?

Think about how companies choose between office and google workspace, especially excel v sheets, and the buying process. And think about the industry/function where it matters most - finance. You aren't going to see sheets usage tick up next qtr because you added 5 features that ibankers use. Usage of those feature will slowly go up, and when mixed with 20 other things you'll slowly see more finance users. Hopefully. Maybe Goldman will switch, and others will follow. Whoever is running Sheets is in a long term game. Much of enterprise software is like this. It isn't Facebook where you often get instant feedback.




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