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Shishir Mehrotra
Co-Founder & CEO of Coda
Shishir Mehrotra, Co-Founder & CEO of Coda
Shishir Mehrotra is the co-founder and CEO of Coda, a company that creates a new type of document that combines words, data, and teams into a single canvas.12 Prior to founding Coda, Mehrotra held several leadership roles at Google and Microsoft:
- Vice President of Product, Engineering, and User Experience at YouTube at Google, where he helped grow YouTube into the world's largest video destination and one of Google's largest and fastest growing businesses34
- Director of Product Management at Microsoft, working on projects like SQL Server, Windows (WinFS), Office, and Dynamics4
- Founding CEO of Centrata, a software company funded by Vinod Khosla at Kleiner Perkins that aimed to help turn data centers into "utilities"4
Mehrotra holds a Bachelor of Science in Computer Science and Mathematics from the Massachusetts Institute of Technology (MIT).14 He currently lives in Los Altos, California with his wife and two daughters.4
As CEO of Coda, Mehrotra has focused on creating "documents as powerful as apps" that are accessible to anyone, not just engineers.2 He has written extensively about effective leadership, prioritization, product launches, and creating impact through rituals like Dory (a democratic feedback process) and Pulse (a way to gauge employee sentiment).256
Mehrotra is also working on a book called "The Rituals of Great Teams" based on interviews with over 1,000 leaders and companies about their team rituals.5 He frequently shares his insights on leadership and product development on his Substack newsletter and Twitter account.57
Highlights
The hot take of the moment is that SaaS is dead, but I don’t buy it.
That’s not to say disruption isn’t real, because I think it absolutely is. AI will reshape entire categories. But the underlying need for enterprise software (and with it, core parts of our economy) doesn't disappear just because the technology gets better.
Take CRM as an example. When a company hits around 100 people, you need a CRM, and that reliance grows as your company adds more employees. AI will change how CRMs work, what they surface, and how much manual input they require. But the need itself only intensifies as organizations scale.
Or for a more fun example, think about advertising. In the Mad Men days, Don Draper would develop one campaign for the entire year. Digital completely disrupted that model by shifting from one campaign to thousands running simultaneously, and agencies had to rebuild around data and performance. But the industry itself got bigger.
I think the same pattern holds for AI and SaaS. The products that treat AI as a bolt-on will struggle. The ones that rethink their experience around making people more effective will thrive and create enormous value.
The velocity of AI innovation right now is unlike anything I've seen, and I think 2026 will be a turning point. Here are my predictions for AI in 2026:
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The AI bubble discourse will continue to dominate. Yes - we are in an AI bubble, and that's not a bad thing. Bubbles drive the infrastructure needed for massive shifts. It’s inevitable that some companies will fail, but the great ones will emerge stronger. Just look at what happened with the internet or mobile; the rush creates the foundation.
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But the bubble won’t pop this year. We're still seeing step-change innovations, and most people aren't real AI users yet. There's too much potential left to realize.
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AI M&A will accelerate. When speed is the primary advantage, distribution and scale matter more than ever. Expect specialized AI innovation to consolidate into platforms with the reach to deploy it at scale.
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The AI usage gap will become a defining problem. Most AI tools are deployed but not actually used. The biggest friction is that people have to remember to use AI, choose which tool to go to, craft prompts, then copy results back into their workflow. This "AI detour" model kills adoption. AI needs to be embedded in your actual work experience, not a separate tool you visit.
IMO, the decisions made this year will matter for decades. And it’s still just the beginning!
