Notion/Retool/Airtable/Coda/Etc are fighting over a cursed long tail and their employees are slowly going insane trying to generalize asymptotic industries. The “AI” rebranding has no doubt made them want to put a gun in their mouths.
And those companies will inevitably want it to do everything
I've been doing the sales engineer thing for a few years now. Salesforce management is a big part of my job, as this is what the salespeople use to track opportunities and deals.
The data that goes into SFDC is a big part of what gets reported on in sales/revenue forecasts, so it existing is extremely important and is a big reason why Marc Benioff has, like, a billion yachts.
At its core, SFDC is nothing more than a database and a shitload of plugins that enter stuff into that database.
Notion can, theoretically, do this as well.
Given how large the TAM is for revenue management software and how much Marc pays to acquire anything in his space, Notion chasing that market makes a lot of sense.