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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.
by alanlammiman 5y ago
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...