
No Priors Ep. 51 | With Notion CEO Ivan Zhao
Sarah Guo (host), Ivan Zhao (guest), Elad Gil (host), Elad Gil (host)
In this episode of No Priors, featuring Sarah Guo and Ivan Zhao, No Priors Ep. 51 | With Notion CEO Ivan Zhao explores notion CEO Ivan Zhao on AI, bundling, and rethinking knowledge work Ivan Zhao describes Notion as a flexible workspace built from core “Lego brick” primitives—text editor, databases, permissions, comments—that can power many workflows, from personal notes to enterprise knowledge bases. He explains how large language models and retrieval-augmented generation (RAG) are transforming Notion into an AI-first platform, especially by turning all workspace content into a searchable, reasoning “perfect memory.” Zhao argues we’re entering a rebundling phase of software, where unified tools and shared embedding spaces beat fragmented SaaS. He also shares how this shift changes hiring, product design, and even the need for traditional information organization, as AI increasingly handles structure, retrieval, and workflow.
Notion CEO Ivan Zhao on AI, bundling, and rethinking knowledge work
Ivan Zhao describes Notion as a flexible workspace built from core “Lego brick” primitives—text editor, databases, permissions, comments—that can power many workflows, from personal notes to enterprise knowledge bases. He explains how large language models and retrieval-augmented generation (RAG) are transforming Notion into an AI-first platform, especially by turning all workspace content into a searchable, reasoning “perfect memory.” Zhao argues we’re entering a rebundling phase of software, where unified tools and shared embedding spaces beat fragmented SaaS. He also shares how this shift changes hiring, product design, and even the need for traditional information organization, as AI increasingly handles structure, retrieval, and workflow.
Key Takeaways
Build primitives, not point solutions.
Notion’s long-term bet was to invest in core building blocks—rich text, relational databases, permissions—rather than narrow apps, which allowed them to plug in AI quickly across many workflows once powerful LLMs arrived.
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RAG turns your workspace into a ‘perfect memory.’
By applying embeddings and RAG to everything stored in Notion, users can ask natural-language questions and get precise answers without remembering where information lives, dramatically cutting coordination and search time inside organizations.
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Organization becomes less critical as retrieval gets smarter.
Zhao believes we’re moving away from manually structuring folders and taxonomies; users will increasingly just “dump” notes, images, and ideas, relying on AI to impose semantic structure and handle recall.
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AI work requires new talent profiles and mindsets.
Notion is adding ML specialists and “AI engineers” who are comfortable with probabilistic, iterative workflows (more like baking or gardening than deterministic coding), plus designers/engineers who can rapidly learn prompting and model integration.
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Software is entering a rebundling phase driven by AI and cost pressure.
After decades of SaaS unbundling, Zhao argues that AI models prefer unified data and endpoints, while enterprises want fewer vendors and lower spend—factors that favor bundled platforms like Notion over many point tools.
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AI will increasingly replace low-value communication.
Capabilities like Q&A and intelligent calendaring reduce the need to ping colleagues or hold status meetings, as language models can both retrieve needed context and, over time, perform parts of the ‘paper-pushing’ work themselves.
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Centralized, holistic design is a strategic advantage for complex products.
Zhao likens Notion to an operating system or programming language, arguing that tight, Apple-like central design control is necessary to keep the product coherent as it bundles more functions and deeply integrates AI.
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Notable Quotes
“We’re trying to take a modern spin with cloud work and with AI to break the prison of application-based software.”
— Ivan Zhao
“Wouldn’t it be nice that more people can use their software more creatively? There’s a separation between people who can make software and people who use software.”
— Ivan Zhao
“Organization might be… we might be moving away from the organization world. Why do you need to organize? Because you can retrieve.”
— Ivan Zhao
“For a person or for a company, you can have perfect memory. And not only have perfect memory, the right piece of information can push to the right person at the right time.”
— Ivan Zhao
“We’re in the bundling business. What is the Apple for software? It doesn’t quite exist today. That’s what we’re interested in.”
— Ivan Zhao
Questions Answered in This Episode
If AI makes organization obsolete, what new skills will knowledge workers need to develop instead?
Ivan Zhao describes Notion as a flexible workspace built from core “Lego brick” primitives—text editor, databases, permissions, comments—that can power many workflows, from personal notes to enterprise knowledge bases. ...
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How far can RAG and unified embeddings go before users start to feel a loss of control or transparency over where their data lives and how it’s used?
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In a rebundled world, how should startups decide when to be a focused point solution versus part of a broader platform like Notion?
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What safeguards and product principles are needed when AI begins to replace human communication and decision-making in workflows and meetings?
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How can enterprises practically transition from fragmented SaaS stacks to unified, AI-native workspaces without disrupting ongoing operations?
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Transcript Preview
(instrumental music) . Hi, listeners. Welcome to No Priors. Today we have Ivan Zhao, co-founder and CEO of Notion, the beloved productivity application for notes, tasks, and knowledge base. They recently launched an AI Q&A interface as well as a calendar application. We're super excited to have Ivan. Thanks for being here again, Ivan. Uh, we are gonna start with, uh, the hardest question, which is what is Notion?
Notion's always pretty hard to define because it can do so many different things. Um, but that's also our goal. We wanna give people one tool that they can do their most work with. For a personal user, that means all your personal notes, all the planning for a trip or for your wedding. For business, for enterprise, for company, that means all your documents, all your tasks, all your issues, calendaring, knowledge base in one tool. Um, the reason we wanna do that because there's just so much fragmentation in the market today. We wish like... It wouldn't be nice as one place to do your most work. And the, our approach here is rather than try to cram all different use cases into one product, uh, what are the underlying software building blocks? What are the Legos that power those use cases? Can we give users those Legos so they can be creative with software themself? They can create and tinker their perfect workflow for their personal life or for their company. And none of this is new, by the way. Like people back in the '80s, even '70s, tried this kind of building blocks approach to software. We're just trying to take a modern spin with cloud work and with AI, uh, to what it's like to break the prison of application-based software.
It's dramatic to think we've been living in a prison of SaaS fragmentation for the last two decades. But I, I do think it's actually, um, uh, you know, surprising to hear a point of view that is so obvious, which is like of course we want one tool where the data was interconnected.
Mm-hmm.
Why do you think people, um... Why do you think more people don't try that, to have unified tools and unify data underneath?
I think people try it for different angles. Like even fairly recently, there's this thing called no-code, right? No-code is like coming from this kind of like power user, developer angle of, "Wouldn't it be nice everybody can modify this underlying software they use every day?" That's one angle. The, it wasn't coming from the angle of the, the knowledge and data wants to be in one place, right? And language models sort of give another angle is the underlying knowledge and embedding space wants to be one place. Wouldn't it be nice in one place, right? And the macro is also coming from the, uh, the budget place. Wouldn't it be nice rather than pay for five different vendors and all C-based business just to pay one vendor and save some money? So there have different angles from different times. Um, I will say we are more come from this kind of computing and medium and literacy angle. Like you and me go through school to learn how to read and write, uh, you know, English and Chinese. We've spent years to do that. We all know how to do that. The world, the same MacBook for most people are, are very rigid. It's, uh, more like a machine to do typewriting or watching YouTube. Uh, not much more beyond that. It's not very creative, right? Um, wouldn't it be more nice that more people can use their software more creatively, right? Because there's a separation be- between people who can make software and people who use software, in... That's why SF's rent is so expensive because we're the modern-day Detroit or Manchester, right? We're the factory of the world. Um, Notions largely come from that angle, which is the original angle. We were inspired by our c- early computing pioneer. They thought about that angle, right? They thought about computing could just be like literacy one day everybody can do it. I, I guess they didn't expect AI might make that even give a really interesting twist to it because now language model AI can not only do create software, but also do a lot of thinking working for you so the future is pretty interesting, yeah.
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