Granola, once dismissed as moat-less, hits 100k downloads at $1.5B valuation

NathanpmYoung · x · 2026-10-27

The author admits he doubted Granola — an AI meeting-notes app founded by someone he knows — because it seemed to have no moat. It has now surpassed 100k downloads and reached a $1.5B valuation, showing a focused startup can hold a foothold in a valuable space even after big platforms shipped competing features.

Related event: Granola, once dismissed as moatless, reaches $1.5B valuation(2 posts)→

Original post →

More from Venture

Venture channel →