Software Bets
Today I spent a lot of time down a hole of Notion.
We’re trying to build out a better tech stack that allows more native AI features.
There’s so much competition in adjacent spaces and it feels like everyone is competing to be the system of record (SoR). You certainly don’t want to back the wrong horse when it comes to SoR. It’s not unlike making an investment decision - you want to back the long-term winner and compound into it over time.
The bet isn’t about who has the best features at a given moment in time. It’s about who is making the most concerted effort to be a true leader… who is showing up with serious feature velocity, flexibility and interoperability. A relentless focus on customer value.
For me, that’s Notion.