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Going through some interviews at Notion. I've asked these questions to a few different people, but obviously the answers of people working there might be skewed in the context of an interview. So I thought I'd ask here: What are your thoughts on the outlook for Notion? Do they have staying power? I have been using the product personally for about 4 years and I love it, but I'm concerned Microsoft will do to Notion with Loop what they did to Slack with Teams. Google, if they ever got their act together, are like 3 steps away from the same experience in Workspace as well, with all the new "smart chip" features they've been releasing for Docs. Both MSFT and Google also have the ecosystem advantage, and there are powerful possibilities just due to integrations with LDAP and their other tools... Obviously the folks who love Notion really love the product. But will enterprises stick with solutions they've built on Notion, or eventually switch to products that are purpose built for those use cases, e.g. project management, wikis, CRMs, etc...and not worry about feature development, maintenance, etc. I'm in Google Cloud at the moment, which is well positioned for the recent AI paradigm shift. Interested to hear folk's thoughts. TC 275
Cash is king. You can boomerang to google or other companies if something happens. Microsoft Designer also is on the path to kill Canva. Hmm 🤔
They are at 10 billion, right? Notion seems to have developed Figma type cult following, and that is likely going to be their main accelerant and could become the next Atlassian. The obvious danger is Google and Microsoft making these capabilities available at much cheaper rates... which is totally plausible.
I thought the consensus was that Figma got the timing just right to be acquired at an inflated valuation, and that now with the rates being higher, many companies had missed their chance.
Brand is more powerful than you think. Figma is a great example of this
How is the interview?
You nailed it. The trouble is their valuation and the 100+ competing products including free ones that microsoft is bundling. They didnt adjust peak valuation one bit when public competitors like asana etc dropped by 90%. So youll get bloated paper money. Even if they ipo at higher levels only investors/early employees make bank, you are too late to the game and will be left bag holding for a long time or even worse owe money to irs if they withhold less tax on vesting rsus. Also notion is going for 50% discount in secondary markets "Notion Secondary Sale (Tech Industry)" https://us.teamblind.com/s/QJLH05s0