Coda's Future Demise

In light of the recent acquisition announcement and the mother of all threads with some members accusing me of being a marketing shill carrying water for Coda and Grammarly, so I decided to simulcast this article which was penned a week before the announcement in my Substack. Not a word of it has been edited. You can read the original article below or here.

I’ve been a frequent critic of Coda and Grammarly. But I’ve also embraced both products in my work, and my AI Team’s work. Coda, specifically drives profitability with the AI Vision testing and tuning suite we built in 2020 for Nevada DOT. Our solution tracks more than 3 billion vehicular events in the Las Vegas Valley every month. It was made possible by a testing framework I built in Coda that accelerates human validation and tagging of real-time video from 185 highway cameras.

Today we use that pattern as the bedrock of other AI training and testing systems. It doesn’t use Coda AI. Rather, it is purely a workflow and artifact management system designed to create hyper-productivity for my team. We currently use it to test audio conversations for the QSR (quick-serve restaurant) industry. And with Grammarly working inside Coda, we are slightly more productive as we analyze thousands of transcripts daily.

Coda will undoubtedly save my last document someday, but before it does, it has, and will continue to provide a vast array of benefits. I also predict that it will accelerate these benefits when it is smartly blended with Grammarly.

Several community contributors believe the merger with Grammarly is the signal of a decline. I think it’s precisely the opposite, but I am under no illusion. Merging two cultures is risky. Merging two technologies is risky-squared. It’s sensible to be wary at times like this and why I recommend investigating File-Over-App.


November 24, 2024

Coda’s Future Demise

Don’t be shocked if it happens. All things die, eventually.

I predicted Coda’s demise in early 2024. Not the actual date, but the likely eventual demise. I questioned the AI strategy and told the Codans to pump the breaks. But my deeper predictive senses about the future were captured in an article never published. I shelved it because I never got access to Coda Brain, which is increasingly looking like a brain fart instead of the panacea it was touted to be.

At the time, I was subliminally nudged toward great optimism because of the Snowflake deal, followed by silence; there was no apparent access to Coda Brain for months. Today, there is still no access or evident availability for ordinary people like me. Indeed, this is a signal that Coda is becoming less relevant to me and perhaps to others.

There was also that nagging voice whispering in my ear -

File over App… File over App… File over App .

I couldn’t silence this voice then or now. This is a crucial movement we should all consider because anyone reading this post about the future probably has an unhealthy dependence on SaaS. And I’m describing the world at large. I wrote at length about the notion (pun) of a technical underpinning that is more like Web3 and less like Web2.

As powerful, broadly adopted, and respected as it may seem—someday, [Coda] will save its last sentence for me. It may happen while I’m still alive, and the data suggests I will almost certainly see that day occur.

We frequently experience last-ever events. We don’t notice them, but we also don’t anticipate or plan for them. I think we should ponder them more frequently, perhaps even celebrate them like the last time I pumped gasoline for my car.

All things will end. So, Coda’s demise is not a prediction. It’s a [future] fact that hasn’t occurred. This is not to say I’m a doomer. I’m just looking at the data and being rational.

Coda’s Future Demise

Let’s be clear about the term “demise.” I’m using it here in a non-literal sense. It will meet its demise when it becomes irrelevant for me and my teams to continue to use it. Events like this happen long before a company goes out of business. The lucky ones are acquired, but this is often a signal that early adopters will probably be looking for alternatives. The Snowflake deal has been interpreted as a quasi-acquisition, so there’s that.

Whatever you pay annually for SaaS services, your switching cost is about 15x that fee. Do the math. Prove me wrong.

Last week, in a meeting that increasingly exposed the dependencies of a project and the team concerning my development skills, I announced that I was soon going to be hospitalized with major surgery followed by a very long recovery period. I waited just long enough to watch leadership’s blood drain from their faces before adding…

"I don’t know when I’ll be hospitalized or for what, but it will happen. "

When the nervous laughter subsided, I revealed the actuarial data for 72-yr-olds. I’m right about this, and I’m also right about Coda.

Enjoy the ride while it’s the best ride. Soon enough, it will ride like a ’62 Chevy Corvair.

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Thanks @Bill_French for sharing your thoughts with us. I like and appreciate your line of thought and even feel uncomfortable about the idea that I have to prepare for a back up (file over app).

Meanwhile I am rather optimistic about the nearby future.

Over the years, Coda has employed diverse marketing strategies to attract new clients. However, it’s predominantly the app functionality that has resonated with the Coda community. While initiatives like the acquisition of Plato, COO dinner parties, and templated documents highlight Coda’s document capabilities, they seem to overshadow the powerful app features that initially drew many users in. This disparity has led to some confusion within the community regarding Coda’s core focus and direction.

This lack of clarity is palpable in community discussions, where topics like implementing rituals often take a backseat to conversations about app functionality. While the lines between document and app features can blur, the emphasis on document-centric initiatives seemingly contradicts the very essence of what attracted many users to Coda in the first place.

This is particularly crucial now, as advancements in AI and automation are further amplifying Coda’s potential as a powerful app platform. When functions, formulas, and actions work seamlessly within a polished interface, Coda transcends its role as a mere document editor and emerges as a robust platform for building custom applications.

To fully leverage this potential, we need a clearer articulation of Coda’s vision. This will help unify the community and avoid the “feature trap,” where individual features are prioritized over a cohesive, overarching direction. By acknowledging the diverse needs of users – from those who prioritize unstructured data and writing (perhaps even leveraging tools like Grammarly) to those focused on structured data and architecture – Coda can foster a more inclusive and engaged community. A clear perspective will empower users to fully harness Coda’s capabilities and unlock its true potential as a versatile platform for both document and application creation.

cheers, Christiaan

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[quote=“Christiaan_Huizer, post:2, topic:53124”]… overshadow the powerful app features that initially drew many users in.
[/quote]

BINGO!

This is precisely the point. We come to Coda for the innovative approach to a unified information management canvas, but we stay for the apps. Those customers who never build apps are less wed to Coda and their switching costs are low, perhaps zero.

For those customers who develop champions and power-users that build special-purpose apps, they are committed to the benefits that Coda provides and they enjoy the value and advantages that deeply integrated business apps provide.

But there is also an element of disillusion at play with many customers who believe Coda is a collection of hardened features bound (and indebted) to their self interests. In the shadow of the Grammarly acquisition is the mantra of many in the community …

Don’t touch my Coda!!!

This is the paradox of software. Users ALWAYS want ongoing upgrades, new features, and new opportunities that sustain relevance and provide the latest integrations and capabilities. But they DEMAND it be the same.

Edge cases will kill you.

All product development endeavors have an unending pressure to appease special interests. These are the “edge cases” that typically emerge as product customizations camouflaged as features. In the spirit of Coda, this is a dangerous path. Instead, Codans have traditionally recognized the subtle importance of creating capabilities that make it possible for makers and users to help themselves. This heritage is what I love about Coda. They are unafraid to say ‘no’.

Help me help myself.

Customers should be chanting, “Help me help myself!”. Instead, they unwittingly demand Coda bend the product to satisfy their selfish interests. We should fear Coda caving to special feature interests. Resisting this slippery slope is the sign of great products and technical leadership - they allow features to naturally emerge based on product agility.

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I have been around for a while and I have seen a lot of amazing software (tools) that I couldn’t live without. Until the updates stopped. And after some denial of the facts, you realize your favorite software can’t do the things you really need.

Once upon a time you installed software on your PC, later on a server in your LAN. At some point the LAN became WAN and we are getting to a point where most software isn’t installed any longer, but delivered as a service in the browser.

With each transition we got more features - features we didn’t even know we needed. And after a while these features don’t feel like new but are standard and you can’t live without them.

Now we have Coda and I can’t do my work without Coda as it is today. At some point, there will be a better Coda (with the same name or a new name) or there will be something else. It’s a fact of life and there is nothing wrong with that. But for the time being, I will use everything Coda offers today.

I have said it before: my wish list for Coda is long, I frequently run into it’s limits, but it serves me better than any other tool I know (features, convenience, price). I hope they will be around for quite a while longer. I am not defending Coda, I am just making a statement that, for me, it does a lot of things right.

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100% @joost_mineur!!

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