Notion's lost years, near collapse during COVID, staying small to move fast, building horizontal

0:00

The way you described the early years of Notion, you described the first three  to four years as the lost years.

0:05

We try many different versions.

0:05

The first  version, okay, everybody can make and create their software, so let's just build a developer  tool that's so easy that more people can do that.

0:14

We tried that a couple of years and learned  that actually most people just don't care.

0:14

Our realization is actually let's hide our vision,  which is everybody can create their software in the form factor that people do care.

0:25

So what  kind of tool do people use every day? Productivity software.

0:30

It took us two years to realize we  need to build a productivity tool.

0:30

We called it sugar-coated broccoli.

0:34

People don't want  to eat the broccoli but people like sugar, so it gave them the sugar then  hide your broccoli inside of it.

0:40

What other elements do you think are key to you  finding something that actually ended up working?

0:44

What is the building a product or business. You want user. You want revenue.

0:44

That's the product business.

0:47

And building for something  you want the world to have is building for your value. You have some taste.

0:52

You have  some aesthetic.

0:52

There are different energy.

0:56

You need to create a balance. Too much of  yourself. Then there's no users.

0:56

Then you're just doing our project.

1:00

And too much for  business, you're building a commodity.

1:03

The way you think about Notion, it's  almost like a philosophy of how to work and be versus just a productivity  tool.

1:07

And so I'm just curious how you think about the relationship  between tools and human potential.

1:15

Tools are extensions of us.

1:15

And once  they extend us, once we shape them, once we bring them to world,  they can come back to shape us.

1:27

Today, my guest is Ivan Zhao.

1:27

Ivan is the  co-founder and CEO of Notion.

1:27

Ivan is a really unique and also a deeply philosophical  founder who doesn't do a lot of podcasts, so I'm really excited to share a glimpse into how he built one of the most beloved and  most popular products in the world.

1:45

We talk about the first three to four years  of Notion that he describes as the lost years, how he was able to get into a great school  in China by winning a programming contest, the joy and suffering of building a successful  horizontal product, plus his approach to staying lean and craft and making trade-offs and also  leadership.

1:59

Also, a wild story about how Notion almost died during COVID because the one database  that everything lived in almost ran out of space.

2:10

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2:13

Also, if you become a  paid annual subscriber of my newsletter, you now get a year free of Notion Pro and Perplexity  Pro and Superhuman and Linear and Granola.

2:26

Check it out at lennysnewsletter. com.

2:26

With that, I bring you Ivan Zhao.

2:32

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4:44

Ivan, thank you so much for being  here, and welcome to the podcast. Thank you for having me.

4:48

I know you don't do a lot of podcasts, and so  I'm very honored that you're here.

4:48

I want to start with the story of Ivan.

4:53

Your background  is quite unique for a founder of a $10 billion plus tech company, and I don't think a lot of  people know it.

5:00

For example, you grew up in a small town in China.

5:06

And the way you got out  of there, the way you got into tech is pretty interesting.

5:11

Can you just walk us through that  early years of Ivan and how you got out there? Yeah.

5:16

I think a small town in China, the  definition, it's actually 4 million people. It is called Urumqi.

5:19

It's in the northwest desert  part of China.

5:19

So I grew up there and then I moved into...

5:30

My mom took me to Beijing, the capital  of China.

5:30

And that's actually how I got into programming, coding, because I'm from somewhere  else and in order to go into good school in the capital, you need to win some kind of competition.

5:41

And there's different paths.

5:41

You can get at math or you can get at programming like Information  Olympiad.

5:47

I was really into computer games at the time so of course I picked the programming  one so I can play computers all day long.

5:53

And I win some competition and got me to a good  school.

5:58

So that's how I got into programming.

6:05

Later then, I moved to Canada.

6:05

When I moved to  Canada, got into college, did not study computer science since I already knew how to code, but a  lot of video games.

6:12

Did a lot of art actually, art and science.

6:19

By the time I graduated college, I  realized most of my friends are artists.

6:19

They need to make their websites, get web portfolio made.

6:27

And I'm the only nerd in my art friend circle so I made three or four websites and realized, "Oh,  actually people don't know how to create with the software media, computing media."

6:39

So that got  me into want to create a product like Notion today which it allow more people to create tools,  create software for their daily work and life. Okay.

6:49

So going back to get into a great  school and to leave the small town, not so small, you had to enter  a programming contest.

6:58

And you placed first or second or how well  did you actually do in this one? Second in Beijing. In Beijing, okay. Pretty big. Beijing is a big city. Okay. Incredible.

7:11

Another  stat or a story I heard is that you learned English by watching  SpongeBob SquarePants. Is that real? Yeah, it's real.

7:18

I moved to Canada pretty late, 16  years old, and what I learned is in China you can learn English but it's typically just grammar and  doing exams.

7:27

What you're missing is the context, the culture.

7:34

So you have to watch SpongeBob or  Simpsons to get a sense of humor essentially.

7:39

You can understand jokes.

7:39

Watching cartoons,  it's probably the easiest way to do that. That's amazing.

7:45

And there's another seminal moment  in your path.

7:45

I don't know if it was this point or later, but the Douglas Engelbart paper ended  up being a very meaningful moment for you.

7:58

So while I was in Canada in last year of school  working on trying to building website from our friends and building a creative tool for them, and  then you just look into the history of a creative tool for software, for computing.

8:13

Eventually  arrived at 1960 and '70s.

8:13

So you realize the first generation of computing pioneers, which is  around San Francisco, Stanford areas, South Bay, they actually had the best ideas.

8:26

For them,  people like Douglas Engelbart, Alan Kay, Ted Nelson, those first generation pioneers, for  them computing, there shouldn't be a separation between builders and users. It's the same medium.

8:36

Engelbart's original paper called Augmenting Human Intellect, when I read that paper, it's like holy  shit.

8:44

If you are making software, if you know how to code or design, this is the highest leverage  thing you can do for other people.

8:49

So giving them the ability to use computing to augment their  problem-solving ability or their intellect, that just got me obsessed with this problem  and I want to start a company like Notion.

9:05

It makes me think of Steve Jobs's famous line  of how the computer is a bicycle for the mind. You know what?

9:10

Steve Jobs is actually at fault  of this in some strange ways. So the story is... Actually, the fact. It's not a story.

9:18

Xerox  PARC has working on the first-generation personal computers called Xerox Alto.

9:24

Alan  Kay was one of the main persons behind it.

9:30

Alto runs down the system called Smalltalk, which  is there's no separation between users and users' app.

9:36

There's no thing called application. Everything is malleable.

9:36

You can change the tools.

9:40

So when Steve Jobs, the famous story is  when he went to Xerox PARC to in demo with Alto, he does not...

9:47

It's the first time he see  graphic user interface, one of the first time, and it's also they present them with this Alto  system that everything could change.

9:52

But he did not see the power of it.

9:57

Even when people would  demonstrate like, "Hey," Steve Jobs say, "I don't like this direction of scroll bar direction.

10:04

When you scroll up and down, it shouldn't scroll the opposite reverse direction."

10:07

Then people just  instantly change the scroll bar direction for him.

10:15

That's the power of the original Smalltalk  Alto system.

10:15

He only saw the graphic user interface.

10:21

He did not see the underlying  object or the environment power.

10:21

As the generation of Steve Jobs and Bill Gates  made PC, personal computing, popular and they stuck with this an application framework  rather than the Smalltalk object framework.

10:38

Then that has all the apps we have today  and has the SaaS route we have today.

10:43

That vision of how products should be sounds  very familiar and we'll talk about that later of how you think about Notion, but  let's assume to the beginning of Notion, when we were chatting earlier, the way  you described the early years of Notion, you started Notion in 2013 and some  over 10 years ago at this point, you described the first three to four years is the  lost years of Notion.

11:01

And I think this is actually a really big deal for founders to hear about  because there's all these companies these days, you hear these stats, they had 100 million ARR  in two years, in under two years now.

11:11

And you don't hear a lot of stories of companies of your  scale and success that took three to four years to find product market fit essentially.

11:21

What went  on during these lost years as you described them and just how did you stick with it?

11:27

That's a long  time to stick with something that isn't working.

11:32

Because the goal is always building a computing  tool.

11:32

It's like what product is this?

11:32

It's really hard to shape the product.

11:40

The vision is, the  dream is there, but the product is very... There's so many paths.

11:48

We'll try many different  versions.

11:48

The first version to take, okay, everybody can make and create their software.

11:52

So let's just build a developer tool that's so easy that more people can do that.

11:57

We tried that  a couple of years and learned that actually most people just don't care.

12:04

The majority of people,  they wake up, they have report due, they need to get their job done, they don't care creating  software to optimize whatever they're doing. They don't care.

12:14

So we give to our friends, give  to investors.

12:14

It did not resonate with people.

12:25

But we really want to build  that tool so we just keep going and our realization is actually, let's  hide our vision, which is everybody can create their software, in the form factor that  people do care.

12:37

So what kind of tool do people use every day? Productivity software.

12:42

So that's  why it came to Notion today.

12:42

If you use Notion, Notion are more understood as the productivity  suite, but our intent, and if you use Notion, more you discover intent, which is that it has  a no-code developer power into it and you can create almost any kind of productivity  software using Notion itself.

12:59

That took us two plus year to realize.

13:05

So actually the world  is not like you.

13:05

The world are not developer, designer mind.

13:11

That the world is they only care  what's in front of them and they're so noisy.

13:16

There's a quote that this makes  me think about where you said, "The first version of Notion was more about  what I wanted than what people wanted."

13:22

It's very much so because sense of maturation  is you don't see the world just from your perspective but from outside your perspective. At tech, we were young. Took us multiple years.

13:35

It hit your head straight into the wall  to realize that. People just don't care.

13:40

I love the way you phrased that, that you  have to hide your vision behind something that people understand and know how to use and...

13:47

We call it sugar-coated broccoli.

13:47

People don't  want to eat the broccoli but people like sugar, so give them the sugar then  hide the broccoli inside of it. Wow.

13:55

The other thing I've heard is that  you threw away your code every time, so you rebuilt it many times.

14:00

You  threw away the code each time. That's true.

14:03

Actually, it took us four year  to get somewhere.

14:03

First two year is that you build too much like developer product. Nobody  cares.

14:08

It took us two year to realize we need to build a productivity tool.

14:15

Then it took  another year to realize to build this out, but in the middle of that I realized we built  on the wrong technical foundation.

14:21

So eight, 10 years ago, there's computing before.

14:27

Right now,  all the web app runs on React.

14:27

Before React wins, there's a competing technology called Web  Component from Google. And it makes sense.

14:37

Web Component feels like a Lego-like, the building  block-like, and we're betting on that technology.

14:44

And then we realize because it's so new, it's  just so unstable.

14:44

It don't know where the bug come from.

14:50

It's from your source code or from the  underlying libraries?

14:50

Then we have to restart the company, rebuild the whole thing.

14:56

Otherwise,  we're going to run out of time. So we set a code base.

15:03

We set a company so we can build on  our own more orthodox technology foundation.

15:10

How did you actually stay solvent all this time?

15:10

A lot of people want to keep working at an idea.

15:16

Oftentimes they need to pay the bills.

15:16

How  practically were you able to keep working for three to four years?

15:20

I know there's a story of  your mom loaning you some money during that time.

15:25

Well, Chinese mom always can help, and I'm  a single child.

15:25

Yeah, actually my mom helped me kickstart the company because I'm Canadian.

15:33

In order to move to US, you need to register a company.

15:38

So my mom helped me with the initial  and raised the money.

15:38

I returned the money to her.

15:44

Then we run out of the money so, "Hey  mom, can I borrow that just to bridge us?" Which she did.

15:49

I'm really grateful for that. How  we bridged?

15:49

How do you last here so long?

15:49

Because the thing you want to create does not exist,  which what is called Notions.

15:57

It's a Lego for software. It doesn't quite exist.

16:02

There's a Lego  for Lego.

16:02

You can see that in furniture exist, but Lego for software at the usable mass market  adoption level doesn't quite exist.

16:09

And you just want that thing to exist.

16:17

And I grew up with  Legos.

16:17

It's the only toy I ever wanted, and I want the same feeling of creativity and playfulness  to the toy that people can use every day.

16:23

And my co-founder, Simon, feels the same way.

16:30

Lego  is the only thing he wanted for every Christmas.

16:36

Have you guys seen Magna-Tiles though?

16:36

I have  a one-and-a-half-year-old and Magna-Tiles are quite delightful.

16:41

I think it's like a  pre-Lego.

16:41

The children can play them. Magna-Tile? Yeah.

16:46

It's like they're little magnetic  plastic planes and then you can build much bigger things really quickly.

16:54

It's  more for babies, but I'm having a blast. Oh, I see it. It's like... Uh-huh.

17:01

It's a different version of Legos.

17:01

I like that  you're in real-time looking it up.

17:01

You're like, "Okay, our new vision Magna-Tiles for software."

17:08

Now, most people know, "Oh, Magna-Tile." Idea is the same. Modular, right? Yeah, creativity.

17:13

Okay, back to your story.

17:13

So there's also a moment where you moved to Japan.

17:17

Just what was that about?

17:17

Is that just escape and disconnect?

17:20

Yeah, that was during one of the rebuild phases. During the...

17:20

We know what the product should look like.

17:27

It should be a productivity software with  a Lego power hiding inside of it.

17:27

We build on the wrong technical foundation.

17:32

And if we continue to  build on the wrong ones, we're going to run out of money. Company won't exist.

17:36

So we decided to lay  off everybody.

17:36

At that time, the Notion was five people.

17:41

The layout I brought back to me and Simon,  two people.

17:41

And morale obviously there was really low.

17:49

You have to say goodbye to your teammates.

17:49

And so we have the idea, "Let's just go somewhere that we've never been to change the scenery a  little bit."

17:54

And Japan is always top on our list.

18:00

So the funny thing is if we...

18:00

And we subleased  our apartment and office.

18:00

We're actually making money living in Japan and then San Francisco.

18:07

So we did that for a while.

18:07

We actually travel around the world for a while just to  change it up, me and Sam just coding every day and design every day.

18:19

That's some  of the happiest moments. Birthday every day.

18:27

I saw a stat you're coding 18 hours a day.

18:27

Here's the quote I heard, :We just code, code, code.

18:31

Then hey, let's go for food.

18:31

Then  we go eat, go back to work, and do it again."

18:35

Because me and him working so well now.

18:35

Even  back then, it's like you know what each other other people are thinking and you can just  cross through the problem space really quickly.

18:46

The technical product space, design  space, and just non-stop of shaping stuff.

18:55

So maybe just to close out this thread,  for people, for founders that are either struggling and just can't find a thing  that's working, "I've been working on something for a long time," I'm curious what  advice you'd share for sticking with it.

19:04

And I'll share things I've heard you say so far and  I'm curious if there's something you'd add.

19:09

One is you just believe this needs to exist in  the world and you need to really feel this, "I need this to be a thing."

19:19

I think  there's an element of staying lean, like you've let everyone go and it's just you  and Simon again.

19:22

There's also this element of disconnecting almost and just going to a different  location and just like, "Let's just reset."

19:31

What other elements do you think are key to you  finding something that actually ended up working?

19:36

I'm lucky and Simon lucky that high is never too  high, low is never too low for us, so somehow it wasn't feeling too down.

19:44

Whenever I feel down, I  just go to sleep and next day I'm just reset. So that's lucky for me.

19:52

Definitely don't be afraid  to reset.

19:52

I think courage is quite important because oftentimes you're working on things don't  matter, but momentum just took you there.

20:01

Your first point of building something you want the  world to have.

20:08

What is the building a product or business? You want user. You want revenue.

20:15

That's  a product business.

20:15

It's almost like a sports. The market is the arena.

20:22

Then you'd want to optimize  the scorecard where it's building for winning.

20:29

And I grew up playing sports.

20:29

I  like to compete so I like that.

20:34

And building for something you want the world  to have is building for your value. You have some taste. You have some aesthetic. You have  some values.

20:42

You want the world to have more of that.

20:46

They are different energy.

20:46

I realize actually fairly recently, they're really different.

20:53

Depends on which day I  wake up, I might be in different mood for things, but building for value it's more lasting and more  fulfilling.

20:58

Looking in the thing we're building today and looking back, I find most proud of thing  I create something authentic to myself and happen to be also useful for others, and that just keeps  you going.

21:12

And that feels like a more durable energy source for all those dark years, loss  years during Notion, and still every day for me.

21:24

It's interesting you say that because also  there's this aspect of it wasn't working initially because you're building it for yourself  and not for people, but what I'm hearing is it's still important to build a thing that you  are still excited about but also have you go back and forth.

21:38

Here's what the business  needs and here's the thing I'm excited about. Yeah, really a cue.

21:41

Almost like a therapist,  right? It's true.

21:41

You're building too much for your own self and value without  realizing at the end of the day, if you're building a product and tool has  to be used by others, you need to create a balance.

21:54

Too much of yourself, then there's  no users.

21:54

Then you're just doing our project.

22:00

You're just doing a research project.

22:00

And  too much for a business, you're building a commodity. So where's the spectrum?

22:05

Yeah,  it's never ending spectrum. It's interesting. Yeah, okay.

22:17

So I'll summarize some of those  things you shared of just how to stick with it and stay with an idea and not give up.

22:20

So I love that you said just get sleep, very Brian Johnson of you, just like,  "Get some sleep when it's a real down day.

22:28

There'll be another day  tomorrow." Really simple but...

22:32

It's like a daily personal physical reset.

22:32

You can reset your code base.

22:34

You  can reset your mental model. Okay.

22:39

And then there's also, I love  these points.

22:39

Don't be afraid to reset, as you just said.

22:42

Tobi Lutke was on the podcast. He said the same thing.

22:42

"Just be comfortable with some cost.

22:47

I have done all this already and I will  throw it away and start again and that's okay." Yeah.

22:53

I think it's not just a self-help way  to say don't be afraid to reset.

22:53

That's like, that's okay, that's fine.

23:01

I think the more  interesting point here, it's like you can create progress through better abstractions.

23:05

And that thing compounds faster, can catch up to all the things you build much quicker than  you ever thought.

23:11

Or humans are not thinking, not good at thinking in terms of abstraction  or exponentials.

23:15

We're thinking in terms of linearly.

23:21

If you just reset it and you find a  better way to do it, you can get all the thing you have to some cost recovered really quickly.

23:26

So actually going back to the computing pioneers part, small talk, one of the first system  and a huge influence for Notion was really tiny code base and inspired by Lisp, which is  another programming languages and probably a hundred lines of code or something.

23:44

The  kernel of things could be really small, but just like math. It can compound.

23:48

It can have  complex behavior that unlocks so much value and things for you.

23:56

But if you just find those right,  you can catch up to all the things you did.

23:56

You are free to lose really quickly.

24:02

So I think  that's the kernel of why reset is so powerful.

24:10

And we're seeing exactly what you're  describing in LLM advancements these days.

24:14

All these companies have been working on  this for so long and then they've cracked an abstraction of how to think about scaling  these systems.

24:17

And now just people launch them and are immediately where the companies  that have been working this for decades are today because they are building off these  abstractions as you described in these.

24:34

Trying to caught up the US really quickly. With DeepSeek, yeah.

24:36

The point you also made  about momentum, be weary of momentum taking you in direction and moving in a different...

24:42

not being stuck to that direction is exactly the way I think the chain of thought models  network actually where generally LLMs are like, next word, next word, next word, next  word.

24:51

And if they ever make a wrong turn, they're stuck.

24:55

They keep going from that path.

24:55

And these chain of thought models are now good at just like, wait, let me rethink.

24:59

Is  this actually the right path or should I start again?

25:02

So I feel like AI has almost  figured out exactly what you're describing. Interesting. Oh, man.

25:07

Okay, last question about the early  years.

25:07

Everyone's always wondering what does product market fit feel like?

25:11

You worked on it  for three to four years. What was the moment? What would it look like?

25:16

What was different  when you're like, "Okay, this is going to work"?

25:20

I think going back to me and Simon, high is never  that high, low is never that low, it never hit us as a binary state. Just like, "Oh, good.

25:25

We have  people who care about this thing we make now. Oh, good.

25:32

People reach out to us who are paying us."

25:32

And it's a very gradual ramp.

25:32

Maybe that's why early days when it's really the lost eras, it  doesn't feel too low because it just...

25:42

Even for Notion today, it feels like it's so small in terms  of where it could be.

25:49

It just they keep going, right?

25:57

It's a less of a milestone way to thinking  about things.

25:57

It's more just like, "Can we do the same that's in our head and better than we  did last week?"

26:02

way of thinking about things.

26:07

So there's a such movement that product market,  boom, milestone achieved. Didn't feel that way.

26:13

I've heard that from a lot of founders actually.

26:13

Was there a moment in that point of just like, "Oh, this is different," or, "Maybe  it's going to work this time"?

26:23

I think for a while, okay, once  we start revenue, product grows faster now.

26:29

Investors start knocking on the  door was like, I remember one day it's like there's a dog food, dog treats sent to our  entire office.

26:34

So first of all, office wasn't public, the address.

26:43

And the dog treats, why  do people want this so much?

26:43

So that was a moment I paused a little bit and I guess  there's enough attraction for investors.

26:54

And the dog treats were trying to...

26:54

It was like a gift to be like, "Hey, you should talk to us.

26:57

We're  sending this fun gift."

26:59

Yeah, because of the way how we just hire  someone in the office as a dog.

26:59

Then I think we post on Twitter or something.

27:03

And I  said, "Why did this show up to our office?"

27:08

Someone really hustled into where we are in  our office address and follow us on Twitter.

27:17

Did you end up taking their money?

27:19

Not the first time, yeah. Okay, later. Okay, it's long game. No. Awesome.

27:25

So I've never heard that before.

27:25

Sign product market fit as VCs are starting to...

27:29

You start getting a lot more  messaging and cold outreach from VCs.

27:33

Actually, I had one of our investor, it's  really helpful because all those years you just like there's no feedback loop. You just  go for it.

27:41

Then the feedback loop gradually show up.

27:48

Then for a while it's, oh, VCs start  knocking on doors.

27:48

So I should talk to those people.

27:55

The people like what we're doing.

27:55

I did  some meetings, quite a few of meetings. Maybe it doesn't...

27:59

I realize and one of the members is  saying, "Ivan, what are you doing?

27:59

You clearly don't need money.

28:04

You're just trying to feel good  to do external validation about this."

28:04

And I said, "Oh, that's so true."

28:10

It doesn't help us make  a better product and the truth is with what customer tell us.

28:18

Then we just went back to  building.

28:18

I went back to hardcore building, no meeting modes.

28:24

That's where the dog food story  came about and realized, "Oh." It's interesting.

28:30

You mentioned this investor, they said  it was really helpful.

28:30

Is you want to give them some credit or do you want to keep- Oh, Shana Fisher. She's in New York. Okay, cool.

28:39

Yeah, she's like another therapist, right?

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29:57

I want to shift to talking about Notion today  and the way you've approached it and a good segue is what you've been talking about right  now is how lean and efficient you've been and how that's been a big priority for you.

30:07

So  a few stats I've seen.

30:07

One is that you guys are profitable.

30:11

You've been profitable for a  couple of years now.

30:11

I don't know if you've spent even the money you've raised.

30:16

I think most of it is still in the... Yeah. It's still in the bank.

30:20

You're nodding,  if you're on YouTube.

30:20

You didn't have a salesperson until you hit over 10 million ARR.

30:24

You hired your first PM at 50 people.

30:24

You've always kept the team generally really small.

30:31

Why is that been important to you? It's very cool now.

30:35

Everyone's like, "Of course, that's  how it should be."

30:35

But for the past decade, that has not been the case.

30:38

You've always  been that way.

30:38

Why has that been so important?

30:43

I think going back to the abstraction system  way of problem solving, I think we're lucky that me and Simon and Akshay, we have the  skillset you probably can run a whole company, which is a couple of us, I can design, I can do  marketing, storytelling, close sales deals.

30:58

So you realize you don't need a lot.

31:07

But when you  can do a lot at the same time or hire people who can do that, naturally keep the company  small.

31:14

And you all know you're doing product management.

31:22

The overhead is actually more from  internal communication.

31:22

It's really hard to get people's mind to be aligned on things, to  see the world in the same way.

31:28

And the part that you do need people, maybe you can solve  better through systems, through better tools.

31:39

Notion itself is a meta tool to build other tools.

31:39

So we pretty much run everything on Notion.

31:39

We use the same mindset to build our company.

31:45

And  accidentally, that keep our headcount low, keep our company profitable, which then puts  you on a positive treadmill of you don't have to go for the next 18, 24 months to find  money.

31:58

You can just focus on building.

32:03

And also because your team's small, we have this  internal Notion called talent density.

32:03

We don't try to track number of people but we try to  track how talent-dense, revenue per employee we are.

32:19

And people want to work with either more  talented people.

32:19

So it's a positive company group.

32:27

I wonder how much of this is actually from being  around for so many years without success of, "We just have to stay very lean and save our cash  because otherwise, we'll die."

32:32

Do you think that was a formative experience to inform how you  want to operate or is that always something?

32:42

No, I wouldn't say we're, Notion, is a cost  saving-first company. I like fancy chairs. I like furniture.

32:48

But we're not wasting money.

32:48

I  think it's more just from a taste or approach to problem solving.

32:58

I just believe better system  is much better than brute force through people.

33:05

When people hear this idea of staying lean and  staying small, it sounds great or we're going to be super efficient and lean and smart with our  money and down dense.

33:11

It's very hard to do and it's very hard not to hire more engineers,  more designers.

33:16

What advice do you have for folks that want to operate this way?

33:21

What has  allowed you to actually be successful while staying lean and not having as many engineers  as competitors, many designers as competitors?

33:29

I think just understand abstraction or  system is a better curve than pecan curve, right? Linear.

33:35

We internally help  other people and understand this.

33:39

Internally we use the metaphor that Notion's  a small bus.

33:39

The bus, the smaller the bus, it's easier to turn corners, easier to accelerate,  easier to maneuver.

33:47

The bigger the bus it is, bigger the boat or bigger the bus, slow down.

33:54

And as a leader in the company, you decide who sit around you on the bus seats.

33:57

That dictates  how fast our overall bus moves, dictate your work and life experience at this company because you  pick your roommate, you pick your seat mates.

34:11

That metaphor clicks with people inside a company  and overall help us optimize to make the bus link.

34:20

I've never heard of that metaphor before.

34:22

It probably came up somewhere  but... Or it does not. Small bus.

34:25

So along these lines actually, so I  visited the office recently and I noticed that it's just a very cozy vibe.

34:31

And I learned that  you had a rule of no shoes in the office for a long time until the last office, that you  all ate around one table for a long time, that you try 30 different shades of warm  white on the walls before you chose.

34:43

Why is that important to you?

34:49

Why is it so important  to be so thoughtful about the office experience?

34:53

Maybe there are two dimension part of it.

34:53

One  is the pragmatic part.

34:53

You just want office to be a pleasant experience to be at.

35:00

Therefore, most  office, the top light feels like hospital.

35:00

You're just like, "Oh, man."

35:07

And the white is so pale and  the floor is so dark.

35:07

Why use some kind of cream, make floors more friendly colors?

35:15

And  don't use top light. Top light is evil.

35:20

So just the office feels cozy so people  spend more time.

35:20

You feel more creative, more at ease in the office space.

35:25

So the  vision work we have is should feels like artist studio or should feel like your  home.

35:29

And that's why most our office furniture are home furnitures. It just feels  cozy.

35:34

That's more so people spend more time, feels more creative, juices flow better.

35:40

The other world just like at least personally for me, it hurts the eyes if you just see ugly  things.

35:46

It's more from a value aesthetic front.

35:50

It's like we talk about ergonomic chairs.

35:50

Does  it hurt your back when you sit on bad chairs?

35:55

But you have more visual improve from, at least  for me from the eyes.

35:55

If the chair looks ugly, the wall looks ugly, it hurts.

36:00

So it's  better to not have thing that hurts.

36:05

You also have a really interesting naming  convention for your conference rooms. Yeah, that's true. Yeah.

36:09

We name our conference  room after timeless tools in history.

36:09

So there, I'll give you an example.

36:15

iPhone's  obvious one, original Macintosh, various different form of chairs, Lamy's 2000  pens, Toshiba rice cookers, and other ones because they're inspirations.

36:31

They're just like at  the end of the day, we're creating a tool.

36:31

We're creating a meta tool.

36:37

A lot of people to create  tools, software tools.

36:37

And Toshiba rice cooker changed how people eat rice in Asia for a hundred  million, tens of a hundred million people.

36:43

The Sony transistor radio is the first one to shrink  something small and useful for people.

36:51

And those things change people's life and last for decades.

36:57

What it's like to create a software product like that?

37:02

I want to inspire my team to think that  way.

37:02

Because software, and especially tech, it's every six months, every 12 months cycle.

37:07

We  don't think enough about creating something that lasts.

37:13

I care creating something that at least  the form factor lasts longer than 18 month.

37:21

There's a quote that you tweeted once that  I think of as you talk about this from Steve Jobs.

37:24

"The problem is that there's  just a tremendous amount of craftsmanship between a great idea and a great product."

37:29

I don't know if you remember tweeting that, but just what do you think of when you hear that?

37:36

Yeah, I think the key word here is craft.

37:36

Internally, our company philosophy called crafts and values.

37:41

Craft is your skill set, your taste.

37:41

Value is your personal value and how do you see the world.

37:50

Craft is interesting word.

37:50

It's like  about apply your value to some technical know-how and to make more clever trade-offs to create  something new and useful and just keep doing that.

38:09

My wife often refer me as a wood cabinet builder.

38:09

That's how at least my mindset training towards building Notion is like, "Oh, can I make this wood  cabinet more beautiful and more useful and feels nicer on your hand?"

38:23

And that's like you have  aesthetic direction towards it and you have your technical know-how to actually make things happen.

38:30

Then you need to do permutation and trade-off in your head where on paper and to get there.

38:35

That  to me, that's craft.

38:35

And building product, to me at least, to me feels that way.

38:39

Building business  feels that way.

38:39

Building company feels that way.

38:44

It's interesting that so much of this  conversation is this and the way you think about building this company  is this balance between practical, useful things people need and business and  practical stuff, and then the value of building something you're proud of and craft.

38:58

And there's  always this trade-off almost of speed and quality, and I know that's an important element for you.

39:05

Just thinking about trade-offs between decisions, so talk about just trade-offs, just  how you think about making a trade-off.

39:13

Yeah, I think this is quite relevant especially  for product makers and business makers is there's no free lunch.

39:21

You don't get something  for free.

39:21

You have to give up something.

39:29

Then what do you give up?

39:29

It's essentially  you give up the right thing that market or your user wants at that given space and time.

39:35

It's just the craft of building a business or building a product.

39:41

And that the market is so  dynamic, especially now with AI.

39:41

The optimized function for the market changes so then you  need to make new trade-off and new technology emerges.

39:55

I always feels like AI language model  feels like a new type of wood. It feels like aluminum.

40:02

It's a new type of material. So you  can make...

40:02

Mass air travel wasn't available until aluminum become cheap enough that people can  make airplanes that support this at cost.

40:09

And it's like computer wasn't there until semiconductor  becomes...

40:18

It's like require new technology to unlock new way to making trade-offs, and  then you need to balance the technology trade-off with human behavior trade-off.

40:30

As a human, ever since we got out of Africa, we're set, right? That's a constraint. It's  invariable.

40:38

And every generation pick up some new things but after you're 16 years old you  don't want to learn new things.

40:44

So those are there are the people trade-off, technology trade-off. There's some macro.

40:48

There's a different dimension of things just cooking together that come together  as a product more as a business than what is that?

41:00

And I think a product maker, business maker's job  is to find that sweet spot of all the multiple dimensions, then create something has a right  to exist.

41:08

At least it's more durable to exist.

41:14

And I'm hearing there's this thread  of just like with new technologies, what is now possible.

41:17

And I know you guys are  doing some cool stuff with AI that I'm going to get to that is unlocking some cool new ideas.

41:21

But  before I get there, I want to talk about just you as a leader.

41:27

At this point, you've been  at this for 12 years, something like that. Like that, yeah.

41:32

And if you don't mind me saying, you're  a soft-spoken leader, which is you're not like the archetype of what people imagine is like  the CEO of a 10 billion...

41:38

And I'm sure you guys are valued much more now. I don't even know.

41:43

That  was probably an old valuation.

41:43

I think it's great for people to see leaders like you that are  not necessarily the classic archetype of CO, and I imagine there are things you've had to  work on and build and lean into that aren't natural to you to step into this role of this  increasingly growing, high-scale business.

41:58

What are some of the areas you've had to most build  and learn to do that didn't come naturally to you?

42:10

I guess you've never been in a business meeting  or brainstorm session with me. You're not there.

42:15

Haven't seen that side of Ivan Zhao.

42:18

Yeah, I wouldn't say I'm the most soft interaction  person at work.

42:18

It's actually the reverse is true because I grew up in China. People way more  direct.

42:25

People just say what they want, say what they think.

42:31

And you move to California, you  move to US, you move to the West, you felt wow, everybody says everything's wonderful,  everything's nice, but that's not true.

42:43

I would say Notion's ethos probably more  like a East Coast rather than West Coast, so somewhere in between. It's more direct.

42:47

What do you want to learn? A bunch of things.

42:55

I think the early days is we talk about that the  world's not like you.

42:55

The world don't care about you so you have to shave off the idealistic  part of you to go something that's like the world actually cares, the sugar coat of  broccoli.

43:07

You have to hide the broccoli within something, the sugar pills. So that's  one. That's more self. That's more myself.

43:20

As company grows, you realize...

43:20

I'm pretty good  at storytelling.

43:20

So that's a one-to-one influence.

43:27

But as a company grows, you realize you need  to be one-to-many storytellers. That's a skill.

43:33

The one reason I try not to do podcasts and all  those things, oh, it's actually it drains energy in a different ways.

43:38

I prefer just building  product and brainstorm sessions.

43:38

Then you realize it's a necessary craft for me to pick  up in order to change the shape of the company, the business I'm building.

43:50

I treat it like a  craft.

43:50

There's some things skill that's in the video game.

43:55

You need to pick up something to  unlock something else and to make new demand, you trade off with yourself and the  business. That's fun though.

43:59

Every 12, 18 month, Notion's like a new company or at least  they require different skill set coming from me.

44:14

So I need to pick up new things.

44:14

And it's an  infinite game and infinite games are more fun. I love this idea.

44:19

I love that you keep coming  back to this idea of there's the ideals and the values and the vision and what you're trying  to do, and then you have to find the way to frame it and package it so that people actually  understand and want it.

44:29

And that's how you get in. Yeah.

44:35

It's like human minds are resistant to  change, and how do you land in people's head?

44:44

Through my best word marketing and positioning  are for.

44:44

So you need to find the sweet spot to get in.

44:50

And you also be truthful.

44:50

It's not  just deceiving.

44:50

So deceiving is not truthful.

44:56

You can fool other people once or twice, then  there's no future.

44:56

It has to be actually tied back to something genuinely the value creating  or the exchange with the other person. So yeah, it's a craft.

45:08

Storytelling is the  vast dimension of making trade-offs.

45:15

I love this word, trade-offs.

45:15

Comes up again  and again too.

45:15

It's so interesting that there's these threads that have come up again and  again in our chat.

45:18

Along that journey of becoming this leader that you've become,  what would you say has maybe the biggest surprise or most unexpected part of the  journey of something you've had to learn to do or something that didn't turn out the way  you expected?

45:31

Just as a personal growth story.

45:36

If you use the product in the past three years,  you realize Notion product, you realize, "Hey, we actually ship bunch of things not so great." Two  years ago.

45:43

Actually last year, 2024, is the year that I can say we ship good stuff at good velocity  and good quality and align with our values.

45:49

We get lost there for a year, a year and a half  shipping something not according to our value, not according to my value.

46:01

Notion, we call Notion  is Lego for software.

46:01

We ship non-Lego pieces into our product. We're still there.

46:07

We're still  cleaning up part of it. That's a realization.

46:07

It's like going back to the value part, it's like  if you create this thing called a product or business, you attract people are value aligned  to it.

46:20

Then if you're trying to optimize too much on this competition revenue side of things,  forced to introducing something anti-your-value, then the system, it's like there's organ rejection  with your employees, with your customers.

46:42

I'll give you a concrete example.

46:42

For a while and  still is, project management is one of the most important use cases for Notion.

46:49

And you can get a  better project management tool just by hard coding things like sprints, milestones, all those things  into your product, or you can do it in the way the Notion are being, through Lego pieces. What are  the sprint?

47:04

Sprints are clusters of a task that group together. So it's a new Lego.

47:10

So introducing  Lego is much harder, slower.

47:10

You can instead we hard-code a sprint concept into the product.

47:19

And this doesn't quite fit.

47:19

And took me at least a year, a year and a half to realize that's  not the way we should continue building Notion.

47:26

We should go back the original Lego way of building  the product.

47:31

So we changed quite a bit internally. Now, it feels good now.

47:37

Building according to  your values is the meta point, at least for me.

47:43

Okay, I got to follow this thread.

47:43

What is it  that you changed that allowed you to come back to your first principles? Was it like you step...

47:46

Is it founder mode was the answer?

47:46

Is it people, personnel shift?

47:52

What allowed you  to change the way things were going?

47:58

I would say all of that above, but especially  just release the sprint product through our community and customers.

48:03

Then it's like what  is this?

48:03

It's like underpowered compared to other competitor products to doing product  management and it doesn't work well with the rest of Notion like I said.

48:14

And if you  talk with engineers, they'll say, "Okay, there's this part of Notion you have to  touch the code base. That's just weird.

48:22

That's your hardcore too much into it.

48:22

From all  the dimension technical front, calling a customer.

48:27

And when you use the thing it just doesn't  feel right."

48:27

So there's another saying that if you build in a Lego way inside Notion in the  code base or product, the system work for you.

48:39

If you're building non-Lego way, the system work  against you.

48:39

So in some sense, we're creating a tool that has emergent behavior, inter-channeling  that emergent behavior to unlock more values.

48:52

So I'm hearing as you launched it, it just didn't  go well.

48:52

Everyone's just like, "What is this?

48:52

This isn't feeling good."

48:55

And there's a moment of  realization of I see.

48:55

Here's what we did wrong here and we should come back to this original  abstraction vision of what we're trying to build.

49:04

That took nine months, a year to realize sometime.

49:11

Along those lines actually, people come  on this podcast and they share all these stories of things are going awesome all  the time.

49:15

And this was a great example of it didn't.

49:20

I'm curious if there's another story  of let's say a crisis that you all went through when things were looking pretty bleak for  Notion along the journey of building Notion.

49:31

Yeah, one of the bleakest one, it's when we...

49:31

During COVID, we just couldn't scale up our infrastructure.

49:38

For the longest time, Simon's  really good at don't do premature optimization, so for the longest time, we Notion runs on one  instance of Postgres database.

49:45

And then we find the beefiest machine.

49:51

We keep scrolling, find a  beefier future machine to scale our user base, but then we're running off even the largest  instance there is for Postgres.

49:56

So there's a doomsday clock that when we're going to truly  run out of this space to store everything in Notion and Notion got a complete shutdown.

50:06

So we stopped building any new features, all hands on deck, almost every  engineer in the company trying to solve that problem.

50:15

Eventually  we did, but it was a close call.

50:21

How close are we talking about?

50:23

If I recall correctly, probably in  weeks running out of the time.

50:23

And then as you approach the limit of what Postgres can do,  behavior becomes sporadic.

50:26

You really don't know which day going to hit you.

50:33

But we just need to  go as fast as you can to become sharding problem.

50:39

Yeah, I was going to ask, so the  solution is sharding the database? Yeah, sharding. Okay, cool. Don't do as late. Yes.

50:43

Don't do premature optimization but plan ahead  a little bit. Don't go late.

50:49

How long did you have from when  you launched this doomsday clock to time running out? Was that a few months? Maybe a bit longer.

50:54

Yeah, in the month, less than  six but more than three, something like that.

50:59

The bittersweetness of COVID just  ramping up certain businesses.

51:03

People just run like they have to use online  productivity software, collaboration tools.

51:08

Yeah, blessing and a curse.

51:08

Speaking of a  blessing and curse, this is a great segue to where I wanted to go in the final area  I want to spend time on which is building horizontal software and building software  that bundles together a bunch of different stuff.

51:19

Notoriously hard to build a horizontal  platform that does a lot of things when there are often point solutions that are very, very good at  that one thing. And it's interesting.

51:26

If you look at the timelines of companies that have built  horizontal products, they all take a long time to build and finally find product market fits.

51:37

It's actually a really common pattern.

51:37

And when we were talking about what would be fun to  talk about, the way you described it is the joy and pain of building horizontal products.

51:44

So let me just ask broadly just what have you learned about what it takes to successfully  build a horizontal platform type of product? First of all, no regret.

51:55

And second, I wouldn't  want to build anything else because going back to the value, Lego for software doesn't exist  and Lego is a horizontal thing.

52:02

So that's the thing we want to build.

52:10

We always want to  do that.

52:10

So we did not start to optimize for business but we're optimized for that vision.

52:15

Learning-wise, I think segmentation is quite important because people can use a Lego for  different things.

52:22

Only hardcore Lego fans care about Lego bricks.

52:26

Most people care  about Lego boxes.

52:26

And they actually want the Lego box to be ready-made.

52:33

When you unpack  the box, the set is there for you, right?

52:33

That's what we're learning a lot, especially move up  market.

52:39

There's this term that took me a while to learn. It's called solutions.

52:44

You need  to be a solution for enterprise customer, you need to sit somewhere on a P&L to optimize for  their business where due third risk. That's Lego box. It's not a Lego brick.

52:56

Segmentation related  to that.

52:56

So you need to shift your mindset as you more towards B2B, more towards move out market.

53:03

I  wish we have done earlier.

53:03

For the longest time, I've stalled too much in the Lego brick  mindset, now in the solution Lego box mindset.

53:14

That's such a good metaphor.

53:14

I feel like even  if you're not building Legos for business, just this idea of what is the box  that you are selling to people, how's it being positioned? How do you picture it? What are the value?

53:24

Props such a good metaphor.

53:29

If you're building vertical software and  naturally your vertical is the box, right?

53:33

So you know you have 1 or 2% of your selling to.

53:33

Pretty straightforward that your market constrains you and no judgment.

53:39

People like you, you can go  that way, but then you just hit the wall off the market.

53:46

The advantage of building horizontal,  there's no wall, at least for in our space.

53:46

We, Notion, go after entire software market, but  then you need to create a wall yourself.

53:51

So to make your go-to-market distribution, to create the  spot in people's mind, your customer's mind more clearly for them and for your go-to-market teams.

54:01

That's why where solutions is one of my favorite word internally to rally the sales team or the  product team.

54:08

You think that way, but then you need to hold in your head, make sure you're still  building bricks behind the scene.

54:12

Otherwise, you pigeonhole yourself into the best spot, like what  we did with project management sprints features.

54:25

So speaking of that, so I don't know if you know  this.

54:25

I ran a survey recently where I asked my readers what tools they use most, what tools  they love most.

54:28

And it went out to my entire subscriber base.

54:34

We've got 6,500 people filling  out the survey.

54:34

And Notion more than any other company placed very highly in many categories.

54:38

For example, I have the notes here, it was the second most popular project management tool after  Jira.

54:45

It was the fourth most popular docs.

54:45

Which is interesting because you think Notion would...

54:51

Notion is known for docs and it's interesting, that was the lowest one actually.

54:55

And then it was  third in CRM, just behind Salesforce and HubSpot.

55:02

Yeah, we did not intend to build CRM, but what is  a CRM is relational database.

55:02

That's why we give people that brick.

55:09

That's a relational database  and they can build CRM themselves.

55:09

I think the good advantage is if a customer use Notion, they  can address those three, four use cases in one place.

55:20

Especially for our startup mid-market  companies, their need for each of the vertical use case is not as complex so they can  have all the information in one place, good for their teams, good for AI actually.

55:31

That's  a huge market change that's like we did not expect until recently.

55:38

And save their costs, which is  more and more people care about the bundling purchase nowadays.

55:45

And our approach for that  is, yes, we're number two in project management, number what?

55:53

Number four in CRM, but we're  interested in more bricks to make us number...

55:59

Move up the categories in ranking.

55:59

So it  just takes time, but that's our approach. Yeah.

56:05

Well, it's working whatever you're doing  there.

56:05

So say someone is trying to build a horizontal tool like yours.

56:10

There's a lot of  founders that are trying to build something that can do a lot of things really well.

56:14

Do  you have any advice for that first use case?

56:19

Just figuring out something that initially  works like you're talking about segmentation, is there something there of like, "Do this if you  want to find any success with a horizontal tool"?

56:28

First, I wouldn't recommend it.

56:30

But you wouldn't do it differently?

56:32

I wouldn't do it differently myself, but I  wouldn't recommend it. It's a problem.

56:32

The problem space too large to have best practice, but I can  share something that's relevant for us.

56:36

Notion, we always want to build a meta tool, a tool  to build the lack of our software.

56:44

We somehow stand up upon document notes as one use case.

56:49

And that just gave us a large top of the funnel that there's a 1 billion plus people use this  use case every day.

56:56

So that fuels our growth.

57:03

We call our internal strategy called B2C2B.

57:03

All  those consumers, personal user use Notion for the most simple way you can use a computer or your  phone, which is note-taking or document-sharing.

57:15

And then they realize, "Oh, Notion can do more  of that."

57:15

There's relational database power, you can do tasks, you can manage track other  things.

57:19

Then they bring Notion to work.

57:24

Half our B2B customers coming from prior  personal users, and most of them are using Notion for notes and talk in the first place. So  pick.

57:31

Well, at least we stumble upon a use case, a horizontal use case to give us a large top of  funnel that help us grow our more verticalized enterprise use cases, and that's the reason  where we ship a calendar product last year because which other category of software has  1 billion plus users?

57:50

There's document notes, there's calendar, there's email, right?

57:55

That's why  we're also working on the email product right now. Yeah, man. Watch out, everyone.

58:01

And then you  mentioned AI and it's such a good point that AI is best when it has data.

58:07

And the  fact that you have all of this stuff already in there gives you a lot of really  interesting opportunities to leverage AI.

58:17

We definitely did not expect language model.

58:17

It's such a gift for everybody building tools, right?

58:24

Complete change the material  you can work with.

58:24

One realization, it's you have a surface area that people spend  daily work with, especially during writing and managing your tasks and project.

58:37

It's really easy  to slice the language model writing AI capability into it.

58:43

So that's the first part we built.

58:43

That  realization is AI is so good at reasoning and understanding and searching things, and we can  do a much better job of finding and searching things if all the information are together. That's what we realized.

58:57

AI is really good with bundled offerings.

59:02

AI is really good with  horizontal tools.

59:02

So that's the second phase, we call it.

59:07

The first product was our  AI writer product.

59:07

Second product is AI Q&A or connectors.

59:10

Please look at all the  information in Notion and give your answer.

59:18

And then we also need to work with the external  connector because there's things that are living in Jira, living in Zendesk that other customers  still rely on.

59:23

So we need to build AI connectors.

59:28

But more and more information coming back to  the Notion core.

59:28

I would say the third one, which is even more fascinating, it's for  the longest time and it's still is one of the biggest weaknesses of building for Legos, it's  hard to piece together.

59:41

It's not everybody can put together a Lego set from scratch.

59:48

There's always  the builders and user with the Legos.

59:48

But guess who is really good at piecing things together,  assemble things?

59:54

Especially things like since Sona 3. 5.

1:00:00

AI is so bad at writing code.

1:00:00

Coding  is just assembling things together.

1:00:00

So now we're looking at holy shit, we spent the last five, six  year building all those Lego blocks for knowledge work.

1:00:12

If we're just putting AI coding agent on  top of it, you can create any kind of knowledge, customer software, customer agent for  whatever your vertical use cases you need.

1:00:26

So that's the most fascinating approach  for me, and we did not expect this at all. Thank you, AI.

1:00:33

Is there anything  else along the lines of building horizontal products and bundling  that you think is interesting to share or important?

1:00:38

Otherwise, I have  one last question I want to ask you.

1:00:43

I think market is like waves. There's... Who said  this?

1:00:43

There's two-way to build business, bundling and bundling, right?

1:00:50

There's too much of a zig and  the zag.

1:00:50

Actually, my favorite version of this is there's a classic Chinese literature called  Romance of Three Kingdoms. It's great novel.

1:01:03

It talked about the three kingdom era of China  and the opening sentence of this novel, it's, "Empires long united must divide, long divided  must unite."

1:01:10

That has always been bundling, unbundling.

1:01:18

It's one of my favorite book to  read when I was a kid, but business works same way.

1:01:24

When there's too much, you can see this.

1:01:24

It's like before computers, everything works on paper.

1:01:33

Our knowledge work are done through  papers is fully democratized medium.

1:01:33

Then PC happens during the '80s.

1:01:40

The first era is a  piece there actually are so many applications.

1:01:46

There's early database software, dBASE, it's  quite famous.

1:01:46

It started dBASE 2 because it gives them credibility.

1:01:53

Oh, they have been  stick around for some time.

1:01:53

So that's the first unbundling phase of software computing.

1:01:57

Then Microsoft bundled everything back into one suite in the '90s.

1:02:03

Then the SaaS unbundled  it.

1:02:03

Now, we're at the tail end of SaaS.

1:02:03

There's so many verticalized SaaS average company to  use almost a hundred tools. It's madness.

1:02:09

So there's more the market shifting towards more a  bundling approach.

1:02:17

And with AI and with the macro, so there's more value to be created through  bundling, at least for now.

1:02:24

The market could shift again.

1:02:31

So understand this trend, I  think, helpful to see should you build a vertical solution or should you build horizontal  solution because it does different things. I love that story. Okay, so last question.

1:02:40

Something that one of your early investors, Finn Barnes, suggested to ask you.

1:02:44

I'm curious  where this goes.

1:02:44

There's this, and you've touched on this a number of times, just the way you think  about Notion, it's almost like a philosophy of how to work and be versus just a productivity  tool.

1:02:55

And so I'm just curious how you think about the relationship between tools and human  potential and humans and how we live in the world.

1:03:08

The tools are extensions of us.

1:03:08

That's why  our office room named as timeless tools.

1:03:08

They extend us a little bit.

1:03:16

And once they extend us,  once we shape them, once we bring them to world, they can come back to shape us.

1:03:25

One of my favorite quotes like the Marshall MacLean quotes, "We shape our tools.

1:03:30

Then after, our tools shape us."

1:03:30

I think that's probably too philosophical for building product or  business, but there is a sense thinking what are you bringing to the world that will come back to  bite you or shape you?

1:03:45

And are you extending the part, the so-called good part of human nature,  or are you extending the part that might be more zero-sum, might be more negative, right? For me, what is Legos? Lego is creativity. Lego is beauty.

1:04:10

Software to me feels like lacking both.

1:04:10

It's definitely lacking a lot of creativity. It's so rigid.

1:04:19

So I believe both are human nature that  worth amplifying.

1:04:19

You can build another business that amplifies a different part of human nature.

1:04:26

There was Sequoia famously invests in seven sins or seven human natures of human because  they're so powerful if you just latch onto them, you can create a business, you can create  a product.

1:04:36

But at least I prefer to amplify creativity and beauty in the domain of software.

1:04:43

To me, that's aligned with my values and I think can at least shape the market, shape our user of  our product towards the better part of themself.

1:04:58

It must feel so good to have a product that  is so aligned with the way you want to see the world and actually working and growing  at this rate and scaling and becoming this, I don't know, part of the ether of the world. It feels good.

1:05:10

Yeah, it feels good that  some of the most heartwarming thing is still it never gets old when you walk by  coffee shop and see people using Notion. Oh, it feels good.

1:05:20

And it feels good  that we see people in our community can create a living selling Notion template,  Notion apps, that they're not a software engineer.

1:05:28

And going back to the original  mission of when people create software, I think that's one of the most fulfilling thing,  at least as a maker of tools can experience.

1:05:39

That last point, I think people don't  realize, so people are making millions of dollars selling Notion templates on the  internet like at Etsy and other places.

1:05:48

Consulting templates, yeah, and they're not  programmers.

1:05:48

I think I would say that's the heart of that because their domain expertise, they're  YouTubers or creators.

1:05:53

They have lifestyle brand.

1:06:01

They know certain things but they're not makers of  software.

1:06:01

Then they can use Notion, package their workflows and expertise into Notion and templates  and make limit with it. It's awesome, all that.

1:06:13

Yeah, millions of dollars is it's crazy.

1:06:13

Ivan,  before we get to an abridged lightning round, I'm curious if there's anything else  that you wanted to touch on think might be useful for folks to hear before we  get to a very exciting lightning round.

1:06:27

I think people in tech, I wish more people look  beyond tech to steal good ideas.

1:06:27

It's like Tech Hacker News Twitter are so focused on the now and  what's in front of it, what happened six months ago, versus humanity.

1:06:43

If you just read books in  other industry, you can look sideways.

1:06:43

If you go back to history, there's a massive amount of  patterns and shapes and trade-offs you can steal from and you can make what's in front of you much  more interesting. You could give you...

1:06:57

People figure out clever patterns in whatever domain in  the past.

1:07:04

You can just take in front of you.

1:07:04

And I wish more people do that.

1:07:10

I think it would  be a very interesting way for product makers, business maker to solve the problem in front  of them by stealing outside of from the domain of tech and business.

1:07:19

So at least it's very  inspiring, very useful for me personally.

1:07:25

It makes me think of the quote, "Good  artist copy. Great artists steal."

1:07:30

Great artists steal, yeah.

1:07:30

Well, Steve Jobs stole that from Picasso or something who  stole from former artist probably.

1:07:37

Well, this is actually an amazing segue  to our very abridged lightning round.

1:07:37

And the first question is...

1:07:40

And by the  way, welcome to the lightning round. Oh, okay.

1:07:44

The first question is just what are a couple of  books that you find yourself recommending most to other people?

1:07:48

Could be along the lines of what  you just described or could just be generally.

1:07:53

I think the domain that are interesting the most  is the complex system domain.

1:07:53

You can look up the term.

1:08:03

I think more and more people talk about  this, but thinking a system, complex system when all the different things merge together, it  creates emergent properties.

1:08:09

Talking about ants, talk about beads, talk about life itself.

1:08:14

It's  just so fascinating how do with few primitives, few Lego bricks, you can create a thing called  life.

1:08:22

That thing just, it's sugar for me.

1:08:22

So I love reading in that domain.

1:08:29

And this  is really helpful for create product, at least a horizontal product because  you're trying to channel the energy, smaller parts to create something that  the sum is much larger than its parts.

1:08:43

Is there a specific book that comes to mind  or is it just generally that's a cool area?

1:08:47

That's a cool area to your attention to. Next question.

1:08:50

Do you have a favorite recent  movie or TV show you've really enjoyed?

1:08:55

I like to watch old documentaries.

1:08:55

Maybe this  is another area or category too.

1:08:55

There's quite a few on YouTube.

1:09:01

People make really good  documentary in the '80s, in the '70s.

1:09:01

That's like all the old BBC ones, they're just excellent  and they have a strong opinion in them.

1:09:06

It's no longer just general education thing. They have a  direction. They have a taste. Go look it up. Oh, yeah.

1:09:25

One is a really good one to get started  called Connections.

1:09:25

I think it's called but the gentleman's name is Burke.

1:09:30

It's about  how different things from different domains inspire other domains, and usually he used 30  minutes or 60 minutes to chain together a bunch of connection of stories.

1:09:42

It's really good  for technologists to watch. Highly recommend.

1:09:49

I feel a very consistent pattern throughout all of  these answers and your entire conversation of just emerging properties, connections,  Legos, building abstractions.

1:10:00

Yeah, I think I did Enneagram.

1:10:00

My Enneagram,  it's 7 and 7.

1:10:00

7 is, it is actually perfect with what we just talking about.

1:10:08

7 is creative,  finding connection, see the forest and tree.

1:10:08

8 is they call Challenger.

1:10:15

It's like competitive  AR optimizing.

1:10:15

So true energy accessing me. Oh, wow. It's all makes sense.

1:10:23

I got to take this  Enneagram.

1:10:23

This comes up a bunch on this podcast. Right, yeah. Final question.

1:10:29

Do you have a life  motto that you often think back to, that you often repeat in your head of  just like when times are hard or just to keep going with something you're  working on that you find useful?

1:10:40

I like to think things as a craft.

1:10:40

You  just make it better. Make for yourself.

1:10:46

If it's unique enough for yourself and  useful for others, things will follow.

1:10:51

Ivan, thank you so much for being here.

1:10:51

Two  final questions, working folks find you online if they want to follow-up on anything, and  then how can listeners be useful to you?

1:11:00

Probably find on me on Twitter, Ivan Z-H-A-O.

1:11:00

It's helpful give us feedback about Notion, about our product. That's the best help.

1:11:12

What's the best way to do that?

1:11:12

Is it like DM, Ivan, or is it- Yeah, just DM me. Okay. DM me.

1:11:16

Yeah, that's probably the best way. Okay. Oh boy, here you go.

1:11:19

And then you guys  are hiring.

1:11:19

Anything specific you're looking for?

1:11:24

Anything people should know if they're  like, "Oh shit, I want to go work here"?

1:11:28

We're trying to hire misfits.

1:11:28

So if  you think you're a misfit, if you're exceptional at many things especially,  you want to build Lego for software, you want to take interesting spin on  AI with Lego for software, then DM me. Amazing.

1:11:45

Ivan, thank you so much for being here. Thank you for having me. Bye, everyone. Bye.

1:11:53

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1:11:53

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1:11:57

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1:12:03

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1:12:08

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