Benedict Evans looks at the default templates for Excel worksheets and asks:

How many of these are actually smartphone or tablet apps providing custom lists or databases? Or Mint (another SAAS)? How many presentation templates might also be something like Storehouse?

This is, of course, all about unbundling and specialisation.

You want to know how I know Office isn’t as critical as it used to be? Because iOS devices continue to do well in the enterprise.