Second Acts with Krish Subramanian
In this episode of Second Acts, Krish is joined by Akshay Kothari, co-founder at Notion [https://www.notion.com/]. Akshay shares notes on: The founding insight behind his first startup, Pulse (acq. by LinkedIn in 2013) and how that led him to Notion, the now-storied Kyoto reset that transformed a flailing, early version of the product, how the idea of building “malleable software” can be traced back to the origins of modern computing, what’s informing Notion’s agent-native second act and its multi-layered moat, learning to price work/intelligence over seats/platforms, how Notion's Custom Agents made usage-based monetization an incontestable choice, why Akshay turns to the necessary pragmatism of Buffet and Munger, defiant narratives, and much more. — Chapters: 00:00 — Episode highlights 03:31 — Pulse 06:12 — The Kyoto reset 08:58 — “Everything is a block” 11:16 — Malleable software 13:27 — Sugar-coated broccoli 15:26 — Selling work 19:15 — Switzerland of LLMs 23:32 — Pricing intelligence-as-a-service 31:22 — Margins and agents 35:02 — Think Together 38:39 — Freeing demos 42:13 — Munger’s valley — Referenced: Notion [https://www.notion.com/] Pulse [https://en.wikipedia.org/wiki/LinkedIn_Pulse] Ivan Zhao [https://x.com/ivanhzhao] Douglas Engelbart [https://en.wikipedia.org/wiki/Douglas_Engelbart] Alan Kay [https://en.wikipedia.org/wiki/Alan_Kay] Augmenting Human Intellect [https://www.dougengelbart.org/pubs/augment-3906.html] Malleable software [https://www.youtube.com/watch?v=I7K6ZlBY2tQ&feature=youtu.be ] Custom Agents [ https://www.notion.com/blog/introducing-custom-agents] Notes from Token Town [https://www.linkedin.com/pulse/notes-from-token-town-negotiating-fortune-5m-sarah-sachs-mlshc/] Landing on usage-based pricing [https://www.linkedin.com/posts/akothari_we-spent-a-fair-bit-of-time-deliberating-activity-7432191613185196032-qgdU] Think Together [https://www.youtube.com/watch?v=vkpYpWfEK5s] Notion Media Fellows [https://notion.pages.dev.notion.co/cbe4bae104b64834a48eae8f33df5555] Poor Charlie's Almanack [https://en.wikipedia.org/wiki/Poor_Charlie%27s_Almanack] — Connect with Akshay: LinkedIn [https://www.linkedin.com/in/akothari/] X [https://x.com/akothari] — Connect with Krish: LinkedIn [https://www.linkedin.com/in/krishs/] X [https://x.com/cbkrish] — About Chargebee: Chargebee helps thousands of recurring revenue businesses unlock second acts of scale with transformative AI monetization infrastructure.
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