Keep pulling the thread on Shishir Mehrotra.
During Shishir Mehrotra's tenure at YouTube, the click-through rate on related videos was approximately 65%.
When Shishir Mehrotra's team took over, YouTube was generating approximately $30 million in revenue while losing nearly $1 billion per year.
By the time Shishir Mehrotra left YouTube, the platform accounted for 20% of all bits on the internet.
Grammarly's primary data advantage comes from its 40 million daily users accepting or rejecting suggestions, creating a living data moat.
Grammarly is strategically transitioning from a single-purpose grammar tool into a platform for multiple AI agents.
At the time of the Coda acquisition, Grammarly had approximately $700 million in revenue and 40 million daily active users.
Grammarly's core technology is its "AI superhighway," a ubiquity layer that allows it to read, annotate, and make changes in over 500,000 different websites and applications.
Grammarly acquired Superhuman to build out its productivity suite, motivated by data showing email is Grammarly's number one use case.
Shishir Mehrotra believes the definition of a productivity suite is about to dramatically change, moving beyond foundational "plumbing" like Microsoft Office or Google Suite to a new AI-native layer.
Grammarly's strategy is to become a platform that can run many different AI agents, moving beyond its single-purpose identity.
During Shishir Mehrotra's time at YouTube, search drove less than 10% of views, with the majority driven by the engagement loop of related videos.
Shishir Mehrotra believes the market size difference between a $35 product and a $300 product is not 10x, but closer to 1000x.