Very deep pattern explanation! I really loved the “workflows ownership” concept.
But the problem of the adoption bandwidth stands out to me as an individual user. I think I have an AI fatigue😂 And trust issues, too (i.e. don’t trust AI to produce a high-quality output without time-consuming input). So where do I get enough time, mental capacity, and, frankly, patience to adopt new tools and features (which are often quite pricy, too)…
Hey Alex! You've touched on the biggest paradox of this whole rebundling wave! Companies are building faster than users can absorb Why every company is building every thing - and your AI fatigue is totally understandable. My wallet is fatigued as well, :)
The fact that organisations wanting one vendor and the nudge that existing incumbents can get ignored if they don't own the workflow really stuck with me!
Thanks for sharing, Ravi..
Also what do you think about Google's recent announcement of "checkout inside search"? This in short, will help people buy things without even getting to the products landing page/ checkout pages effectively..no longer people are gonna see the reviews or the 10% off things from one site..they'll get to see the best offer then n there.
Is this a way of them owning search to buy experience something that was kind of done in sites like amazon n others?
Great connection to Google's checkout feature! You're absolutely right - this is a perfect example of workflow ownership in action. Google realized that if people start their shopping journey in search but complete it elsewhere, they're vulnerable to being cut out of the value chain.
The Amazon parallel is spot-on. Amazon owns the entire "discover → compare → buy" workflow, which is why they can extract so much value. Google's move is essentially saying "why should users leave our ecosystem when they're already here researching?"
This creates a fascinating tension though. As you point out, it potentially reduces the discovery of reviews, deals, and alternative options that happen on product pages. It's more convenient but less comprehensive - classic bundling trade-off.
What's particularly clever is how this positions Google against Amazon's shopping dominance. Instead of trying to build a separate shopping destination, they're embedding commerce into the workflow they already own.
The big question: will users trust Google enough to buy directly without that final verification step on the actual retailer's site? Trust becomes the new bottleneck.
We dealt with this a lot at Tripadvisor... we wanted to own more of the hotel booking workflow and so did Google. It's telling that Booking.com and Airbnb have strong businesses - nobody has been able to create a one-stop-shop for travel (i.e., travel resists bundling due to trust and supply challenges).
Great read - super interesting take on what Notion and Figma are doing. Also smart if larger companies don't have to procure new products or systems, right - as I know this can be a major blocker to employees even being able to use ChatGPT.
That’s a great point about ChatGPT. I’ve heard a lot of concern at the enterprise level about data security related to AI. A single vendor reduces that risk significantly and makes it much easier to monitor and maintain.
Very deep pattern explanation! I really loved the “workflows ownership” concept.
But the problem of the adoption bandwidth stands out to me as an individual user. I think I have an AI fatigue😂 And trust issues, too (i.e. don’t trust AI to produce a high-quality output without time-consuming input). So where do I get enough time, mental capacity, and, frankly, patience to adopt new tools and features (which are often quite pricy, too)…
Hey Alex! You've touched on the biggest paradox of this whole rebundling wave! Companies are building faster than users can absorb Why every company is building every thing - and your AI fatigue is totally understandable. My wallet is fatigued as well, :)
It was an interesting read!
The fact that organisations wanting one vendor and the nudge that existing incumbents can get ignored if they don't own the workflow really stuck with me!
Thanks for sharing, Ravi..
Also what do you think about Google's recent announcement of "checkout inside search"? This in short, will help people buy things without even getting to the products landing page/ checkout pages effectively..no longer people are gonna see the reviews or the 10% off things from one site..they'll get to see the best offer then n there.
Is this a way of them owning search to buy experience something that was kind of done in sites like amazon n others?
Great connection to Google's checkout feature! You're absolutely right - this is a perfect example of workflow ownership in action. Google realized that if people start their shopping journey in search but complete it elsewhere, they're vulnerable to being cut out of the value chain.
The Amazon parallel is spot-on. Amazon owns the entire "discover → compare → buy" workflow, which is why they can extract so much value. Google's move is essentially saying "why should users leave our ecosystem when they're already here researching?"
This creates a fascinating tension though. As you point out, it potentially reduces the discovery of reviews, deals, and alternative options that happen on product pages. It's more convenient but less comprehensive - classic bundling trade-off.
What's particularly clever is how this positions Google against Amazon's shopping dominance. Instead of trying to build a separate shopping destination, they're embedding commerce into the workflow they already own.
The big question: will users trust Google enough to buy directly without that final verification step on the actual retailer's site? Trust becomes the new bottleneck.
We dealt with this a lot at Tripadvisor... we wanted to own more of the hotel booking workflow and so did Google. It's telling that Booking.com and Airbnb have strong businesses - nobody has been able to create a one-stop-shop for travel (i.e., travel resists bundling due to trust and supply challenges).
Great read - super interesting take on what Notion and Figma are doing. Also smart if larger companies don't have to procure new products or systems, right - as I know this can be a major blocker to employees even being able to use ChatGPT.
That’s a great point about ChatGPT. I’ve heard a lot of concern at the enterprise level about data security related to AI. A single vendor reduces that risk significantly and makes it much easier to monitor and maintain.