It's happening.
SaaS brands are unbundling GSuite left & right. It's been happening for years but Alphabets focus on advertising vs the GSuite has offered up vulnerability. From brands like Zoom & Smartsheet to up and coming startups like Superhuman and Coda -- the unbundling of GSuite is real...
While Microsoft seems to have a great MOAT around Office 360 -- GSuite doesn't seem to be a priority for Alphabet and thus... Organizations have a chance to capture a portion of the pie.