Interesting. Zoom has held its own well against Teams, but I'm not sure Notion has reached comparable escape velocity / sufficiently strong network effects yet. With well-funded Coda on one side and now Microsoft Loop on the other, I'm curious as to how this competition is going to play out.
Even before this, one conclusion I had drawn from seeing Coda trying to out-raise and overtake Notion from a standing start is that in the current market environment, as an entrepreneur in any space that is not niche, you may well not have the luxury of building a good product, setting up a sustainable business model, taking a moderate amount of VC funding (I'm not even saying completely self-funding), growing at a 'merely' fast pace. It was clear to me why that was the case with 'purer' network-effects B2C businesses like ridesharing and social media. But I hadn't really thought of office software like that before. So much for all the VCs who like B2B SaaS because it's straightforward as compared to the 'all-or-nothing' B2C app world...
This is one of the main issues that small companies face when compared to big cooperations. They can just put the money, copy the product and take advantage of their integration and scale
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[ 4.4 ms ] story [ 20.1 ms ] threadEven before this, one conclusion I had drawn from seeing Coda trying to out-raise and overtake Notion from a standing start is that in the current market environment, as an entrepreneur in any space that is not niche, you may well not have the luxury of building a good product, setting up a sustainable business model, taking a moderate amount of VC funding (I'm not even saying completely self-funding), growing at a 'merely' fast pace. It was clear to me why that was the case with 'purer' network-effects B2C businesses like ridesharing and social media. But I hadn't really thought of office software like that before. So much for all the VCs who like B2B SaaS because it's straightforward as compared to the 'all-or-nothing' B2C app world...