The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 27 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lemkin: SaaStr churned from Notion after seven years due to AI agents
“So seven years together, no complaints, Notion. You're cheap. You did a good job. You're cool. You're extensible when no one was extensible. We had a teammate that loved you so much. You invited him to a user conference to present, and we still churned with a …”
Lemkin: Vibe coding apps like Salesforce in 10 minutes is dangerous bologna
“There's a lot of stuff on social media about, Hey, you can just vibe code your own HubSpot or Salesforce. You can vibe code your own notion. It will take. 10 minutes. That's Sony baloney. And it is almost dangerous Sony baloney because it's not just startups t…”
Fonseca: Notion AI will likely reach $100M+ ARR in the near term
“And they've been able to price that in such a way that our guess is it'll probably be a hundred million Plus AR business in the near term for them, and they're charging essentially an upsell of seven to 10 dollars to be able to turn on Notion AI.”
Incumbent SaaS Giants Are Adopting AI Rapidly, Avoiding Dinosaur Fate
“The learning is that the bigger SaaS companies are pretty fast to embrace AI, so it's not like they are the dinosaurs from the on-premise world that didn't manage to move to the cloud. If you look at what Intercom, HubSpot, Notion, Zendesk, and others are doin…”
Lemkin: Slide decks force better board meeting rigor than Notion
“The work you force your management team to put into those slides for each board meeting forces organization, self-discipline, reporting, goal analytics that otherwise they just don't bother to do in Notion. They don't do it. They just write a stream of conscio…”
Lemkin: SaaStr migrated off two of its three primary systems of record
“In fact, until recently at Sastr, we basically had two and a half, three systems of record. We had Salesforce, we had Marketo, and we had Notion. We left two.”
Ibarra: Notion's automated inactivity reminder email triggered SaaStr to churn
“The reason I realized we should cancel it, I haven't used it in months now, months, right? But I did get an email that says, hey, you haven't logged in here in a while, and I go, oh, hey, I gotta cancel it.”
Lemkin: Notion Is Re-Accelerating at $500M ARR Following Agent Launch
“Notion just said they're re-accelerating at five hundred million in AIR as they launch their agents.”
Notion Targets Spending 3.9% of ARR on Customer Support
“Customer experience, for example, at Notion, which is the support organization, we track that month by month, right? And right now our goal is 3.9% of ARR, for example”
Kothari: Withholding direct feedback from underperforming employees is deeply unkind
“Directness is kindness. Like, if someone's not performing inside the company, if you're not direct with them, you are actually doing one of the most unkind things to them.”
Kothari: Asynchronous written collaboration is best for employee inclusion
“Writing docs and asynchronously commenting is one of the best ways you can actually include all your employees.”
Notion's Kothari: Companies should maintain only three to five values
“I think ideally you can keep it to three to five values. I think anything more feels like hard to remember.”
Kothari: Company values must directly extend the founders' personal values
“I think the core company's values is the extension of founders' values. I think it has to be true, otherwise I feel like it wouldn't work, so it has to be compatible.”
Nottebohm: Software growth spans three waves: top-down, bottom-up, community-led
“Alright, so I would posit that there are three types of growth. One is top-down, the other is bottom-up, and wave three is community-led.”
Nottebohm: Notion localized in South Korea with zero full-time staff on ground
“Last year, we, ah, announced that we were localizing in Korea, And we had no one full-time on the ground, and yet people from this group hosted media interviews, did sessions, answered Q&A, and there were even a couple people that led a session that had 8000 a…”
Nottebohm: Notion allows anyone to use its brand for custom swag
“In fact, one of the things I love is that Notion lets anyone use our brand and make any swag they want”
Nottebohm: Community must power every SaaS funnel stage, not just top-of-funnel
“Ok, so I would also like to posit that community is a force that should power every stage of the funnel. Not just the top of the funnel, as one would think, but actually should really shine in the middle of the funnel, and really also have real impact in the b…”
Notion reserves its internal customer success team exclusively for enterprise customers
“We still use our customer success team, but we really keep it quite small, and we've been using it only for enterprise customers,”
GitHub Prioritized Professional Services Early, While Notion Focused on CSMs
“At GitHub, as I mentioned, the big need was how do you get people onto a software development platform, and that's why professional services was the orientation at the start. At Notion support, obviously, like technical support was an underpinning, but custome…”
GitHub Operates Functionally While Notion Uses Pod and GM Structures
“So, you know, for example, at GitHub, it was a functional structure. Yep. Still is. Still, it still is. Yes. At Notion for, in a pod structure and a GM structure, I think it's dependent on your, where you're at in terms of growth.”
Fonseca: Notion launched its AI feature to 30 million users
“They turned this feature on to a user base of thirty million people, including their very much growing enterprise practice.”
Lemkin: Notion took eight years to take off before breaking out
“It took Notion eight years to take off. Notion seemed like an overnight success story around 2019 or 20 20.”
Nottebohm: Notion has over 200 ambassadors across 23 countries
“He, in turn, brought on Francisco Cruz Mendoza, who is our full-time, ah, community manager, and he knows each of our ambassadors, of which we have over 200, over 23 countries”
Notion takes zero revenue cut from its third-party consultant directory
“What we did, is we actually pulled together the group of people that had organically raised up and decided to build businesses on Notion. They've decided to be Notion consultants. They've decided to help companies really get the most out of this product. And t…”
Nottebohm: Notion hired Ben Lang while running an 80K monthly-hit fan site
“And she quickly hired someone named Ben Lang, who at the time was running a Notion fan site that was getting 80,000 hits per month. All about Notion.”
Nottebohm: Creator August Bradley made $200k from a Notion masterclass
“He had six followers on YouTube when we first met him. He now has 42,000 followers on YouTube, and he just sold out a master class on Notion and has so far made 200,000 dollars just on that two-week course.”
Nottebohm: Notion's 145K-member subreddit is managed unpaid by two ambassadors
“So today, there are about four, a 145,000 in our subreddit, and this is something that is moderated, not, we don't pay for the moderators, but are actually moderated by two of our ambassadors, and this is a true testimony to the community that's been building …”