Vaartrault did not name specific direct competitors during the interview. The host opened the conversation by suggesting Sheetgo sounds similar to Airtable, and Vaartrault acknowledged the comparison while drawing a distinction: Sheetgo works within legacy systems such as Excel and Google Sheets rather than requiring companies to adopt a new platform. This characterization of Airtable was offered by Vaartrault as a point of differentiation, not as a confirmed statement about Airtable's business or metrics.
Vaartrault described the addressable market as very large, large enough to require significant capital to pursue, and referenced the scale of the spreadsheet user base as the primary competitive context. No other competitors were named in the interview.