The Zombocom Problem

When I talk to people who have been building software since the 90s their biggest surprise about the B2B software market is just how big it has become. This is the difference in the Netscape versus Notion story. The internet was so much smaller in the 90s that there was just only so much room to run. Notion will not face that problem. In my opinion... See more

Consider the cascade of specialized productivity apps (not suites) over the years, like Evernote, Wunderlist, Any.do, Todoist, Trello, Clubhouse, Basecamp, and the list goes on. Many of these are stable businesses, but they all claim a small piece of a large pie (and one could argue, were not great VC investments from a multiples perspective). The ... See more

Zoom, actually, I think used the original internet concept of reducing friction. Go back three years before Zoom, remember how painful it was to download an app like BlueJeans or Skype. It was so painful. Even today when people send me a BlueJeans link, I'm like, "Please guys, let's not do this. Please go to Zoom." You want one click, start talking... See more

One thing I do look back on fondly was how incredibly focused we were. Resources and time were so tight that you could feel the weight of all the things you weren’t working on. You had real conviction that the thing you were doing was the most important thing.

To pick a somewhat trivial example, at fireside chats with Mark (the predecessor to the co... See more