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Re:VCs are scared when they should be greedy by btown on Wednesday July 20, 2022 @04:44PM (#32172050)
Figma's incredibly hard to replace because its tools are highly customized for specific design workflows. Notion, I'm not nearly as sure about.

With Google Workplace having pageless Google Docs now, and other shops having content centralized on Office 365, a lot of cost-cutting companies will ask "we just use Notion for a wiki anyways, can we migrate over to the system we're already paying for?" And sure, Notion is making the right move here, to move rapidly on becoming a hub for project planning and other structured content, which is harder to move into a plain collaborative document. But is enough of Notion's userbase using those table features to such a level that it would cause pain? I'm truly not sure.

Re:VCs are scared when they should be greedy by blueboo on Wednesday July 20, 2022 @05:10PM (#32172372)
This is a 2000s mindset as well. Designers are a few YouTube tutorials away from jumping from Figma to Dingus or whatever will come next. Notion’s moat erodes with every iteration of Google Docs and Office — it’ll be the WordPerfect of 2025.

Maybe, anyway

Re:VCs are scared when they should be greedy by ProfessorLayton on Wednesday July 20, 2022 @05:41PM (#32172754)
I won't disagree here. Before Figma it was Sketch, and before Sketch it was Photoshop etc.
Re:VCs are scared when they should be greedy by raverbashing on Wednesday July 20, 2022 @07:49PM (#32173985)
Notion is such a "local maximum" it's hard to see not being outcompeted by anything else

Firma has a deeper moat around it