You're correct, a lot of people are mistaken in this AI gold rush, however they are also misunderstanding how weak their moat actually is and how much AI is going to impact that as well.
Notion does not have a good moat. The increase of AI usage isn't going to strengthen their moat, it's going to weaken it unless they introduce major changes and make it harder for people to transition content away from Notion.
There are a lot of middle men who are going to be shocked to find out how little people care about their layer when openAI can replace it entirely. You know that classic article about how everyone's biggest competitor is a spreadsheet? That spreadsheet just got a little bit smarter.
Notion does not have a good moat. The increase of AI usage isn't going to strengthen their moat, it's going to weaken it unless they introduce major changes and make it harder for people to transition content away from Notion.
There are a lot of middle men who are going to be shocked to find out how little people care about their layer when openAI can replace it entirely. You know that classic article about how everyone's biggest competitor is a spreadsheet? That spreadsheet just got a little bit smarter.