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mceoin 2 hours ago

Coda got acquired by Grammarly who then installed Shishir Mehrotra (Coda CEO) as CEO of Grammarly. They then acquired Superhuman Mail and renamed the whole thing Superhuman. They also acquired Rows to bring a formal spreadsheet into the mix to add to their Coda tables and productivity suite. (Well played.)

I was very surprised to see Airtable sold for reportedly less than what they raised and had assumed AI tailwinds (easy database GUI) would benefit them well. Presumably, this was insufficient to overcome enterprise revenue headwinds and a chilly SaaS financing market.

I do wonder how this might have played differently had their product and API been better engineered as a database for developers through faster read/write and data scale... unnecessary in PLG-focused pre-AI world, but an interesting avenue for agentic growth nonetheless.

Tough break for the Airtable team. It was a great product and I have recommended it often to small business owners over the years.

mceoin 2 hours ago | parent [-]

Correction: It looks like they sold for more than raised: https://x.com/haridigresses/status/2084825945609802079?s=20