Smart contracting platforms like Ethereum and Solana address the two most important components of coordination: global market-based standards upon which further innovation can build, and a source of digitally native trust production. They create a peer-to-peer contracting environment and streamline human coordination.
I think this ultimately ends up being a yes/and scenario. Microsoft is going to do Microsoft and will capture large swaths of the market simply by copying Notion’s brilliance. Notion will have a strong bottom’s up and community driven sales motion that enables them to grow for a long, long time.