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Atlassian

also referred to as: atlassians

includes Atlassian Rovo

98 statements across 27 episodes · 41 bullish · 17 bearish · 21 people on the record · first statement Dec 4, 2017 by Rich Wong · said 425 times in 113 episodes since 2016 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (206), Jason Lemkin (67), Jay Simons (29), Rory O'Driscoll (20), Scott Farquhar (17), Jean-Michel Lemieux (12), Mike Cannon-Brookes (11), Rich Wong (4)

tap a year for its mentions
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0153020162017201820192020202120222023202420252026episodes it came up in
001315253020162017201820192020202120222023202420252026episodesmentions per episode
2026 139 mentions in 26 episodes 5 per episode
2025 62 mentions in 17 episodes 4 per episode
2024 42 mentions in 11 episodes 4 per episode
2023 54 mentions in 12 episodes 5 per episode
2022 5 mentions in 4 episodes 1 per episode
2021 44 mentions in 2 episodes 22 per episode
2020 15 mentions in 10 episodes 2 per episode
2019 29 mentions in 18 episodes 2 per episode
2018 7 mentions in 1 episode
2017 24 mentions in 10 episodes 2 per episode
2016 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Atlassian, oldest first

Dec 4, 2017 positive
Disclosure
Accel offered a high-end valuation term sheet to win the Atlassian deal
“So, a company like Atlassian, I think we were not on the low end of how we put in our term sheet in terms of the valuation that we ascribed to Atlassian at the time.”
Rich Wong Dec 4, 2017 ▶ 9:06 20VC: Accel GP, Rich Wong on When Is The Right Time To Scale A Startup, Optimising Initial vs Follow-On Investment Decision-Making & The Globalisation of VC In Recent Years
Dec 4, 2017 positive
Assertion Supported
Rich Wong was Atlassian's first outside board member and lead investor
“Rich also sits on the boards of the likes of Checker, Osmo, Rovio, and Atlassian, where, fun fact, he was the first outside board member and lead investor.”
Harry Stebbings Dec 4, 2017 ▶ 0:50 20VC: Accel GP, Rich Wong on When Is The Right Time To Scale A Startup, Optimising Initial vs Follow-On Investment Decision-Making & The Globalisation of VC In Recent Years
Dec 4, 2017 negative
Opinion
Restricting VC investments to driveable Silicon Valley startups is outdated
“I think it's pretty obvious now, whether it's companies like Spotify or Supercell or Atlassian or other companies of that form, that that is now an outdated view.”
Rich Wong Dec 4, 2017 ▶ 4:17 20VC: Accel GP, Rich Wong on When Is The Right Time To Scale A Startup, Optimising Initial vs Follow-On Investment Decision-Making & The Globalisation of VC In Recent Years
Dec 4, 2017 neutral
Disclosure
Accel invested in Qualtrics, Rovio, and Atlassian via its growth fund
“The Qualtrics, the Rovios, the Alassians are all bets out of the growth fund, as it turns out.”
Rich Wong Dec 4, 2017 ▶ 10:29 20VC: Accel GP, Rich Wong on When Is The Right Time To Scale A Startup, Optimising Initial vs Follow-On Investment Decision-Making & The Globalisation of VC In Recent Years
Aug 24, 2018 negative
Opinion
Fernandez: Advice that multitasking is ineffective ignores working parents and executives
“The one that causes me to roll my eyes the most profoundly is that multitasking is ineffective, clearly written by someone who is not a mother of three kids, a CEO of a company, and sitting on the board of Atlassian.”
Heather Fernandez Aug 24, 2018 ▶ 26:01 20VC: Lessons From Scaling Trulia to IPO, How To Maximise Your Impact within Your Organisation and Why No One Is Ever 100% Ready For The Next Job with Heather Fernandez, Founder @ CEO @ Solv
Aug 24, 2018 positive
Assertion Not checkable as stated
Fernandez: Atlassian co-CEOs explicitly ask board members to challenge them
“So taking Mike and Scott as an example, they're incredibly humble and transparent with their board, clearly outlining their perspective, asking us to directly challenge them across core issues facing the company.”
Heather Fernandez Aug 24, 2018 ▶ 23:59 20VC: Lessons From Scaling Trulia to IPO, How To Maximise Your Impact within Your Organisation and Why No One Is Ever 100% Ready For The Next Job with Heather Fernandez, Founder @ CEO @ Solv
Nov 15, 2019 neutral
Assertion Contradicted
Most of Atlassian's equity is still held by its founders
“We've got Atlassian, which is undisputedly a great company, but most of the stock is still held by the founders.”
Dom Holland Nov 15, 2019 ▶ 19:04 20VC: Why Speed Is The Biggest Differentiator a Founder Can Have, How To Hire Seasoned Tier 1 Talent To An Early Stage Startup & How To Start, Scale and Manage Remote Teams with Domm Holland, Founder & CEO @ Fast
Jun 10, 2021
What-if
Simons: Atlassian wouldn't be the same company without an early second product
“We added a second products really early in the company's life cycle. That was a very unconventional and risky choice. But I think if I look back, had we not done that, we probably would be a very different company. Who knows? Like if we were just the Jira comp…”
Jay Simons Jun 10, 2021 ▶ 19:57 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Jun 10, 2021 positive
Assertion Supported
Simons: Atlassian has over 500 partner resellers and solution providers
“And, you know, when we thought about it, even sort of one of the examples that I mentioned, a partner economy of resellers and solution providers, we, I think Atlassian now probably has over 500 of those.”
Jay Simons Jun 10, 2021 ▶ 8:36 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Jun 10, 2021 positive
Disclosure
Simons: Atlassian drew inspiration from Microsoft's platform ecosystem strategy
“We drew a lot of inspiration from Microsoft, which I think is a textbook case here.”
Jay Simons Jun 10, 2021 ▶ 10:03 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Jun 10, 2021 positive
Assertion Supported
Simons: Atlassian enabled third-party add-on ecosystems from an early stage
“And by the way, the other dimension that I mentioned was, it was important to us is we had Extensibility in Atlassian products from a really early age. And so one thing that partners could do is they could extend them and kind of build add-ons and customizatio…”
Jay Simons Jun 10, 2021 ▶ 18:01 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Jun 10, 2021 positive
Assertion Contradicted
Simons: Atlassian grew 40% to 50% annually for 15 straight years
“Atlassian grew between 40 and 50% for more than 15 straight years.”
Jay Simons Jun 10, 2021 ▶ 20:59 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Jun 10, 2021 neutral
Assertion Supported
Simons: Atlassian never followed the 'triple, triple, double, double' growth model
“And, you know, Atlassian, you know, was never a triple, triple, double, double, double company. It was this kind of methodical, reasonable grower.”
Jay Simons Jun 10, 2021 ▶ 31:05 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Jun 10, 2021
What-if
Simons: Atlassian wouldn't be as successful had it targeted enterprise early
“We made choices where we could have really early on invested in the enterprise segment, and instead of selling a 10,000 dollar product, chose to sell a 200,000 dollar product. And again, the counterfactual is tough to paint what Atlassian would have looked lik…”
Jay Simons Jun 10, 2021 ▶ 28:17 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Jun 10, 2021 positive
Opinion
Simons: Alex Risher built much of Atlassian's early operational maturity
“Alex and I were in the foxhole together in the earliest years of building Atlassian, and much of Atlassian's young operational maturity, he deserves a lot of credit for building.”
Jay Simons Jun 10, 2021 ▶ 5:36 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Jun 10, 2021 positive
Assertion Supported
Simons: Atlassian built a partner network instead of direct enterprise sales
“We invested at Atlassian, we invested early on, we had built this self-service online e-commerce flywheel for customers to buy the product. And as we moved into the enterprise, we had an opportunity to either invest directly in building an enterprise sales org…”
Jay Simons Jun 10, 2021 ▶ 11:17 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Jun 10, 2021
Assertion Supported
Simons: Atlassian launched its second product Confluence in year two
“In Atlassian's case, our second product, Confluence, was created in year two of the company, which was incredibly risky, I think, to diversify focus so early. But, you know, as I mentioned earlier, I think it was foundational to the company Atlassian became.”
Jay Simons Jun 10, 2021 ▶ 22:48 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
May 25, 2022 positive
Insight
Pure self-serve works in developer tools because developers avoid sales calls
“There are some categories where you can get really far with a self-serve only model. I'm thinking about Atlassian and how far they went in the sort of in that DevOps world. It makes total sense, right? No developer really wants to get on a phone or get cold ca…”
Oliver Jay May 25, 2022 ▶ 3:38 Oliver Jay: How To Create and Execute a World-Class Sales Playbook | 20VC #889 · 20VC with Harry Stebbings
Jul 12, 2023
Insight
Egan: Direct feedback should be periodic, not a daily loop
“When I think of direct feedback, I think of it in terms of a ratio. So there's the day-to-day work that we're trying to get done. There's the challenges that we're facing, and we should be enjoying those challenges and having fun with it. But there's also time…”
Kevin Egan Jul 12, 2023 ▶ 26:14 Kevin Egan: Biggest Lesson on Managing Sales Teams at Slack and Atlassian | E1034 · 20VC with Harry Stebbings
Jul 12, 2023 positive
Insight
Kevin Egan: Top sales reps maintain enough pipeline to avoid unnatural deals
“The best reps are creating ample pipeline throughout the year, and they somehow have so much, you know, they create enough pipeline that they're able to hit their quarterly numbers without doing any, anything unnatural to get those deals in, because if one fal…”
Kevin Egan Jul 12, 2023 ▶ 30:23 Kevin Egan: Biggest Lesson on Managing Sales Teams at Slack and Atlassian | E1034 · 20VC with Harry Stebbings
Jul 12, 2023
Insight
Egan: Early Enterprise Sales Teams Must Prioritize Product Feedback Over Revenue
“Well, I think at first the sales team is, is obviously there for revenue growth, but almost even more importantly, providing customer feedback into the product group, giving the product team that they're working with a sense for why do these people gravitate t…”
Kevin Egan Jul 12, 2023 ▶ 10:33 Kevin Egan: Biggest Lesson on Managing Sales Teams at Slack and Atlassian | E1034 · 20VC with Harry Stebbings
Jul 12, 2023 positive
Insight
Egan: A/B Test Rep Accounts Versus Digital Channels to Measure Effectiveness
“In a PLG world, I think rep effectiveness, the best companies out there are doing a lot of A-B testing. Atlassian is famous for A-B testing. What happens if I put this account in the hands of a rep versus my regular online channels? And I'd say the most effect…”
Kevin Egan Jul 12, 2023 ▶ 11:42 Kevin Egan: Biggest Lesson on Managing Sales Teams at Slack and Atlassian | E1034 · 20VC with Harry Stebbings
Jul 12, 2023
Assertion Contradicted
Egan: Atlassian Does Not Discount Software Prices for Any Customers
“In my current role at Atlassian, we don't discount. We try to work on terms that work for our customer, but everything's programmatic. So if our customers were to speak with any other customer, they know that they're in the same boat and that we're transparent…”
Kevin Egan Jul 12, 2023 ▶ 31:00 Kevin Egan: Biggest Lesson on Managing Sales Teams at Slack and Atlassian | E1034 · 20VC with Harry Stebbings
Jul 12, 2023 negative
Insight
Kevin Egan: End-of-quarter deal cramming harms brand and customer relationships
“Jamming deals at the end of the quarter is always kind of obnoxious, but it happens. It does work, but sometimes there is a detrimental effect to kind of Cramming deals at the end of the quarter from a brand standpoint and from a relationship standpoint.”
Kevin Egan Jul 12, 2023 ▶ 30:07 Kevin Egan: Biggest Lesson on Managing Sales Teams at Slack and Atlassian | E1034 · 20VC with Harry Stebbings
Aug 11, 2023 negative
Insight
Lemkin: Bootstrapped SaaS startups risk falling behind venture-backed rivals
“Maybe it's not even until after five or ten million where if you don't have capital, you can't all be Atlassian or Qualtrics. Or, and they fall behind competitively. And I think that's the trap of the fallacy of the lifestyle-esque business, right? Where media…”
Jason Lemkin Aug 11, 2023 ▶ 32:24 DEBATE: State of Seed Investing w/ Jason Lemkin, Sam Lessin, Frank Rotman & Harry Stebbings | E1047 · 20VC with Harry Stebbings
Aug 11, 2023 bullish
Assertion Contradicted
Lemkin: Atlassian and MongoDB are bouncing off business bottoms
“When I look at what Atlassian is saying, like, they're bouncing off the bottom, and Mongo's bouncing off the bottom, and other folks are seeing things improve.”
Jason Lemkin Aug 11, 2023 ▶ 54:55 DEBATE: State of Seed Investing w/ Jason Lemkin, Sam Lessin, Frank Rotman & Harry Stebbings | E1047 · 20VC with Harry Stebbings
Aug 25, 2023
Insight
Howie Liu: Except Atlassian, Every Enterprise Product Eventually Needs Top-Down Sales
“Save for Atlassian, I think every great enterprise product eventually has to, you know, be sold to a senior, a strategic buyer, right? In the enterprise”
Howie Liu Aug 25, 2023 ▶ 33:04 Howie Liu: Decoding Airtable's $11B Valuation; The Impending AI Revolution in Enterprise | E1053 · 20VC with Harry Stebbings
Oct 9, 2023
Disclosure
Farquhar: Atlassian went 15 years without putting raised capital on balance sheet
“It took us 10 years before we put, you know, we were born VCs on board and we didn't take any money on the balance sheet for 15 years.”
Scott Farquhar Oct 9, 2023 ▶ 3:27 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 neutral
Disclosure
Farquhar: Atlassian Is Not Building Proprietary Large Language Models
“So we don't have to make the huge list and investments of you know, building our own large language model or building, you know, our own thing across So across, you know, data sets.”
Scott Farquhar Oct 9, 2023 ▶ 25:08 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023
Insight
Farquhar's framework for overcoming sunk cost fallacy in product decisions
“It ended up not being a hard decision because the way I looked at it was, you know, could I look my staff in the face and say that the next five years of their life was going to be the biggest impact to humanity working on this product?”
Scott Farquhar Oct 9, 2023 ▶ 33:48 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 positive
Opinion
Farquhar: Atlassian built a better product than Slack in many cases
“In, in many cases, I think against Slack, we had a better product.”
Scott Farquhar Oct 9, 2023 ▶ 16:57 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023
Insight
Farquhar: Doubling a 10-person engineering team yields zero net productivity gain
“And when you double that team, You actually don't get any more productivity because when you double the team, they now need to document things. They now need to work like, you know, separate the code out. They needed to start micro, you know, microservices and…”
Scott Farquhar Oct 9, 2023 ▶ 32:46 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 positive
Disclosure
Farquhar: Atlassian Has Hundreds of Engineers Working on AI
“We have you know, multiple thousands of engineers in Atlassian and we have Multiple hundreds of engineers working on, you know, AI you know, things at the moment.”
Scott Farquhar Oct 9, 2023 ▶ 24:42 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023
Insight
Farquhar: Market leaders in tech are rarely disrupted outside major technological shifts
“The history of technology with the way I would write it is that it's a very much a winner takes all market. And once there's a winner established in a market, it's hard to disrupt them except when there's a technological change.”
Scott Farquhar Oct 9, 2023 ▶ 21:19 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 positive
Assertion Supported
Farquhar: Atlassian grew to 250,000 customers and 11,000 employees
“And 22 years later, 250,000 customers, 11,000 staff.”
Scott Farquhar Oct 9, 2023 ▶ 0:57 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 positive
Assertion Not checkable as stated
Farquhar: 92% of Atlassian staff say remote work improves performance
“92% of them say that they, Think our remote policies help them to do their best work.”
Scott Farquhar Oct 9, 2023 ▶ 28:38 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023
Disclosure
Farquhar: Atlassian disclosed a 2010 breach to prospective VCs and customers
“We called these VCs up to tell them what had happened because we felt, you know, openness and transparency was important, even though may have never come out, may have never like come out publicly. You know, we told VCs, we told customers because I guess that'…”
Scott Farquhar Oct 9, 2023 ▶ 10:48 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023
Assertion Not publicly verifiable
Farquhar: Benchmark declined splitting Atlassian's initial round with Accel
“And actually like we went back to Peter Fenton at Benchmark was, I think the runner up bidder. And we went back to Excel and said, Hey, look, all things considered, maybe we should get two VCs or, you know, in there, even though there was a huge difference in …”
Scott Farquhar Oct 9, 2023 ▶ 14:25 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 positive
Assertion Not checkable as stated
Farquhar: In-person team gatherings boost employee connectivity by 30%
“When you get together, people together, we see our team connectivity boost by 30%.”
Scott Farquhar Oct 9, 2023 ▶ 29:37 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 bullish
Prediction Open · timeframe Oct 2028
Farquhar: Atlassian will never require employees to return to offices
“We made the decision that we would never require someone to come back into an office”
Scott Farquhar Oct 9, 2023 ▶ 27:47 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023
Insight
Farquhar: Scaling shifts leadership mistakes from commission to omission
“When you're small as a company, or what I found when we were small as a company, the mistakes are mistakes of commission. Like, you do something stupid that didn't make sense, or you invested time in something that ultimately was a waste of time. I think when …”
Scott Farquhar Oct 9, 2023 ▶ 16:14 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 neutral
Assertion Supported
Farquhar: Atlassian Raised $100K in 5 Days with $5 Promo
“So we said, let's make our software five dollars for five users for five days Only. And we ran basically a one week campaign to just see, well, is there a desire for a five years of version of our software? And by the way, all the money goes to charity. And so…”
Scott Farquhar Oct 9, 2023 ▶ 44:17 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 positive
Assertion Supported
Farquhar: Atlassian reached ~$4B revenue and $40B-$50B valuation in 2023
“We're about four billion dollar business, like revenue wise, a value to 40 to fifty billion dollars, you know, today in 20, 23.”
Scott Farquhar Oct 9, 2023 ▶ 16:39 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 negative
Insight
Farquhar: Heavily funded startups outpace bootstrapped rivals in crowded markets
“I think it depends on what you're going after and the niche or niches Americans say that you're going after, because if there are thousands of other companies or dozens of other companies going after the same customer that you are, And they've raised 10 times,…”
Scott Farquhar Oct 9, 2023 ▶ 4:08 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023
Assertion Partly supported
Farquhar: Accel won Atlassian's initial round at $405M valuation
“And the valuations we got back varied between, there was one sort of high hundreds. There was three of them ended up in the two to three hundred million dollar range. And Excel, who ended up you know, winning for us came back at four hundred and five million U…”
Scott Farquhar Oct 9, 2023 ▶ 12:39 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 positive
Assertion Not publicly verifiable
Farquhar: Accel achieved roughly a 100x return on Atlassian
“I don't know how much Excel's made off us, like it's a hundred times, I think something like that when they distributed.”
Scott Farquhar Oct 9, 2023 ▶ 14:44 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023
Assertion Partly supported
Farquhar: Atlassian had $60M revenue and 20-30% margins when raising VC
“So we're on sixty million dollars of revenue. I think we were doing 20 or 30% profit margins.”
Scott Farquhar Oct 9, 2023 ▶ 12:32 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 neutral
Assertion Not checkable as stated
Farquhar: Connectivity gains from in-person work events decay over 4-5 months
“How long does it take to return to baseline? It's four to five months actually before that returns to the baseline.”
Scott Farquhar Oct 9, 2023 ▶ 30:08 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023
Assertion Supported
Atlassian had 200 employees on Stride before selling to Slack
“And so in the end, like, you know, deciding to shut down that product, we had a couple hundred people working on it. It was hard because a lot of people had poured their light, you know, heart and soul into it. We sold it to Slack”
Scott Farquhar Oct 9, 2023 ▶ 34:23 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 bearish
Opinion
Farquhar: AI startups without customer data move slower than incumbents
“If you're an AI startup and you don't have access to customer data and customers to test with, that can actually make you move slower.”
Scott Farquhar Oct 9, 2023 ▶ 26:57 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 bullish
Disclosure
Farquhar: Atlassian's $10/Seat Model Is Less Vulnerable to AI Than $150+ Competitors
“If you're, you know, a 152 hundred dollars a seat, like you've got a much bigger pricing model change to worry about than if, like the last thing does, we charge 10 dollars a seat, and then how much is going to be augmented by AI versus replaced by AI.”
Scott Farquhar Oct 9, 2023 ▶ 38:54 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023
Assertion Not publicly verifiable
Farquhar: Pre-IPO Atlassian round saw bids ranging $1B to $4B
“We actually raised money from before we went public, the year before we went public to give some employees some liquidity, and to get in a public market investor, we ran the same process. And actually, the numbers were almost exactly the same, just out of zero…”
Scott Farquhar Oct 9, 2023 ▶ 15:37 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Oct 9, 2023 neutral
Assertion Not checkable as stated
Farquhar: 80% of Atlassian's UK workforce lives outside London
“80% of our staff in the UK live outside of London.”
Scott Farquhar Oct 9, 2023 ▶ 28:26 Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
Nov 1, 2023
Disclosure
Meyer: Plumtree attempted to acquire Atlassian early on, but was rejected
“We tried to acquire Atlassian back in Like, 98 or something. We thought we should get them cheap. They're a little dinky company, but they had a plan, you know, and they're like, pound sand, there's no way.”
David Meyer Nov 1, 2023 ▶ 45:42 David Meyer: Why You Should Hire People Who Aren’t In Product Already | E1076 · 20VC with Harry Stebbings
Dec 4, 2023
What-if
Courtemanche wishes Procore used closed-envelope fundraising to avoid VC manipulation
“I would have run probably a much more, you know, I listened to your discussion with Scott from Atlassian and how they did the closed envelope fundraising. And I'm like, I was thinking to myself, I wish we had done that because it would have taken a lot of this…”
Tooey Courtemanche Dec 4, 2023 ▶ 23:52 Tooey Courtemanche: From Construction Worker to Billionaire CEO | E1090 · 20VC with Harry Stebbings
Feb 14, 2024
Assertion Supported
Gonto: 80% to 85% of top PLG revenue comes from enterprise accounts
“If you look at all of the companies like Atlassians of the world, like the Twilios of the world, Outsido, or even Bursell, most of them, what ends up happening is that 80, 85% of the revenue comes from mid-market and enterprise, 15% come from SMBs, but that 15…”
Martin Gontovnikas (Gonto) Feb 14, 2024 ▶ 40:38 Martin Gontovnikas (Gonto): The Biggest Mistakes Startups Make When Scaling into Enterprises | E1115 · 20VC with Harry Stebbings
Mar 20, 2024
Insight
Lemieux: Tech leaders must hire 'full-stack debuggers' across all company layers
“That you need someone who, you know, has the, has like the ability to like see and address things that every layer Of your company, right? From the code to the emotions, and seeing that, like, you're basically hiring people who are full stack debuggers of thin…”
Jean-Michel Lemieux Mar 20, 2024 ▶ 42:47 Jean-Michel Lemieux: Three Product Decisions Every Team Needs to Make | E1129 · 20VC with Harry Stebbings
Mar 20, 2024
Insight
Lemieux: Dream job questions reveal how candidates act when unsupervised
“I've got so many jobs open. You could do anything here. What's your dream job at Atlassian, at Shopify? What is it? And could you know, could you talk to me about why that is for 10 minutes, right? So, so that question for me is like the ultimate snowboard tes…”
Jean-Michel Lemieux Mar 20, 2024 ▶ 36:21 Jean-Michel Lemieux: Three Product Decisions Every Team Needs to Make | E1129 · 20VC with Harry Stebbings
Mar 20, 2024 neutral
Assertion Not checkable as stated
Lemieux: Shopify prioritizes shipping on quality, while Atlassian prioritizes speed
“And I think the non-overlapping I saw the most from the inside was Shopify will ship on quality. Atlassian will ship on speed.”
Jean-Michel Lemieux Mar 20, 2024 ▶ 7:32 Jean-Michel Lemieux: Three Product Decisions Every Team Needs to Make | E1129 · 20VC with Harry Stebbings
Mar 20, 2024 positive
Insight
Lemieux: Shipping software reduces risk far more than planning
“We've all been, I think, indoctrinated into planning reduces risk, and I think shipping reduces risk. So as a company, your job is to reduce the most risk possible. And I just really believe shipping does that.”
Jean-Michel Lemieux Mar 20, 2024 ▶ 20:51 Jean-Michel Lemieux: Three Product Decisions Every Team Needs to Make | E1129 · 20VC with Harry Stebbings
May 27, 2024 positive
Insight
Lemkin: IPO markets evaluate efficiency at listing, ignoring capital raised history
“The IPO markets don't care. They actually don't care whether you raise nothing right in primary like Atlassian or whether you raised a crap load like rubric. Or whether you raised almost nothing like Klaviyo and then a bunch and then all, and then burn nothing…”
Jason Lemkin May 27, 2024 ▶ 44:27 Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
Sep 11, 2025 bullish
Prediction Not checkable as stated
Lawson: Atlassian and Mike Cannon-Brookes will stay aggressive on acquisitions
“So I think Mike will be one of the more aggressive on the acquisitions front because they've always been and so I think it's in the DNA of Atlassian, so I do think we are looking at one of those, even if I am not fully on board with the most recent.”
Jeff Lawson Sep 11, 2025 ▶ 1:10:05 OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
Sep 11, 2025 bearish
Prediction Open · timeframe Sep 2030
Lawson: AI will decimate SaaS seat bases and human workflow roles
“The thing I would say though about any company in SAS today, and Atlassian is a Prime example of this is they are primed for, ah, disruption right now because AI is going to decimate their seat base for their products. It'll decimate the roles people are playi…”
Jeff Lawson Sep 11, 2025 ▶ 59:19 OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
Sep 25, 2025 bearish
Prediction Not checkable as stated
O'Driscoll: Atlassian's M&A spree will not make it an AI leader
“Look, it's not going to make them, quote, an AI leader, but it, you know, they're doing the smart thing that existing corporations do, buying relatively new technology to, you know, to try.”
Rory O'Driscoll Sep 25, 2025 ▶ 1:23:46 The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
Sep 25, 2025 positive
Assertion Supported
Iconic Growth logged $8.5B Netskope and $1B DX exits in one week
“And Iconic had two billion dollar exits this week, Iconic Growth, okay? It had Netscope, which no one talked about, eight and a half billion dollar exit, and they congratulated themselves on DX, which Atlassian bought for a billion”
Jason Lemkin Sep 25, 2025 ▶ 30:00 The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
Oct 13, 2025 negative
Opinion
Cannon-Brookes: Atlassian won't pay 10x for AI tools without 10x productivity
“No, probably not. I mean, maybe if they gave me 10 times the productivity.”
Mike Cannon-Brookes Oct 13, 2025 ▶ 35:14 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 13, 2025 neutral
Assertion Not checkable as stated
Cannon-Brookes: Engineering bandwidth remains a permanent constraint on profitable ideas
“I still have a bandwidth constraint of the number of people I have in R&D and engineering to build the ideas that the business could profitably build. That is still a constraint, and I think will be, I believe forever, but it's certainly a constraint that we'v…”
Mike Cannon-Brookes Oct 13, 2025 ▶ 32:44 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 13, 2025 positive
Prediction Not checkable as stated
Cannon-Brookes: AI vibe coding will lead to far more generalists at Atlassian
“If you ask me, in Atlassian, I will end up with far more generalists. People, I will end up with a wider organization, and people will do far more things, and their jobs will hopefully be more fulfilling because of it, right?”
Mike Cannon-Brookes Oct 13, 2025 ▶ 29:35 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 13, 2025 bullish
Prediction Not checkable as stated
Cannon-Brookes: AI will lead enterprises to build significantly more disposable apps
“It'll probably mean our customers make, I think, far more apps, or more apps per customer than they ever did beforehand. But a lot of them, maybe they throw them away, right?”
Mike Cannon-Brookes Oct 13, 2025 ▶ 31:20 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 13, 2025
Insight
Cannon-Brookes: Unconstrained thinking is useless because constraints drive progress
“I think unconstrained thinking is not particularly useful, right? Constraints are what makes everything happen.”
Mike Cannon-Brookes Oct 13, 2025 ▶ 49:40 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 13, 2025
Insight
Cannon-Brookes: Co-CEO success requires equality in age, life stage, and equity
“Having two equal parties, I think, in motivation, experience, we've always talked about this, is a really important part of what made it successful. And by equal, yes, equal, I don't know, shareholding-wise, equity-wise, but equal in terms of age, life stage, …”
Mike Cannon-Brookes Oct 13, 2025 ▶ 4:05 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 13, 2025 negative
Prediction Not checkable as stated
Cannon-Brookes: AI Software Will Not Dynamically Regenerate Every Screen Interface
“In theory, AI can generate some code, write the code to create a new interface for every single screen you look at, right? I don't think we'll probably see that. It'll be too discombobulating for users. They'll get lost. They'll be like, wait, everything's mov…”
Mike Cannon-Brookes Oct 13, 2025 ▶ 24:10 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 13, 2025 positive
Disclosure
Atlassian is hiring more university graduates than in previous years
“We're hiring more grads this year than we did last year. More than we did the year before.”
Mike Cannon-Brookes Oct 13, 2025 ▶ 32:07 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 13, 2025 negative
Prediction Not checkable as stated
Cannon-Brookes: Specialized apps won't be replaced by a single AI agent
“I don't think we know in the AI era if all those apps just disappear into some godlike Siri agent that we just talked to. I, I'm not a believer in that world view. I don't think it's likely to happen. I do think AI is going to have to change all of those appli…”
Mike Cannon-Brookes Oct 13, 2025 ▶ 22:51 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 13, 2025 bullish
Disclosure
Mike Cannon-Brookes: Atlassian is currently launching a vibe coding environment
“I'm in Barcelona and we're launching one at the moment.”
Mike Cannon-Brookes Oct 13, 2025 ▶ 28:39 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 13, 2025
Disclosure
Atlassian's first shareholder agreement had a rock-paper-scissors tie-breaker clause
“Our first shareholder agreement did have Actually in there that if we couldn't agree on something, we'd go to a game of scissors, paper, rock. Best of three.”
Mike Cannon-Brookes Oct 13, 2025 ▶ 8:28 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 13, 2025 neutral
Disclosure
Cannon-Brookes: Atlassian decided early on against training foundational AI models
“Firstly, very early on, we thought there would likely be multiple foundational models that were competing. And hence we've built our technology to be multi-model on purpose in almost every way, and that we were not going to make foundational models. It's unlik…”
Mike Cannon-Brookes Oct 13, 2025 ▶ 18:33 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 13, 2025 bullish
Prediction Open · timeframe Oct 2030
Cannon-Brookes: Atlassian will employ more software engineers in 2030
“Five years from now, we'll have more engineers working for our company than we do today. More software developers working for our companies. We will create far more. They will be more efficient.”
Mike Cannon-Brookes Oct 13, 2025 ▶ 26:47 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Feb 12, 2026
Disclosure
Cannon-Brookes: Only four public CEOs remain from 2020 SaaS peer group
“In COVID in 2020, we formed a group of SaaS CEOs. I think there were 16 of us that got together, we'd meet on Zoom every single week, right? At one stage, 10, 11 of us were public, maybe more, we all had earnings calls, and you know, it was a really good thera…”
Mike Cannon-Brookes Feb 12, 2026 ▶ 24:28 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
Feb 12, 2026 positive
Opinion
Cannon-Brookes: Being public makes Atlassian a better company
“We're a better company because we're a public company. Like we have become a better business, right? We're better at forecasting. We're better at planning. We're better at executing.”
Mike Cannon-Brookes Feb 12, 2026 ▶ 1:11:59 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
Feb 12, 2026
Insight
Cannon-Brookes: Spending 100% of your time working causes worse decisions
“I think if you spend a hundred percent of your time at work, you make worse decisions.”
Mike Cannon-Brookes Feb 12, 2026 ▶ 1:22:16 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
Feb 12, 2026
Disclosure
Cannon-Brookes: Accel's $60M Atlassian investment in 2010 was 100% secondary
“When the Excel guys invested in Atlassian, right? It was all secondary. They put sixty million bucks in 2010. And they bid highest of the five VCs.”
Mike Cannon-Brookes Feb 12, 2026 ▶ 33:16 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
Feb 12, 2026 positive
Assertion Partly supported
Cannon-Brookes: Atlassian gross margins increased over the past six quarters
“Our cogs has gone up, or rather cogs has gone down, right? Our gross margin has gone up. Last six or seven quarters.”
Mike Cannon-Brookes Feb 12, 2026 ▶ 19:12 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
Feb 12, 2026 positive
Assertion Supported
Cannon-Brookes: Some Atlassian AI features are 1,000x cheaper to run today
“Some of our features are a thousand times cheaper to run than when we introduced them today.”
Mike Cannon-Brookes Feb 12, 2026 ▶ 19:02 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
Feb 12, 2026 positive
Disclosure
Cannon-Brookes: Anthropic is one of Atlassian's largest AI models
“We use Anthropic a lot. It's one of our biggest models. We use, you know, multiple models which I think is what most good SaaS vendors are doing within their customers' choices, right? Like we use a lot of Gemini, a lot of Anthropic. We have a whole bunch of L…”
Mike Cannon-Brookes Feb 12, 2026 ▶ 2:42 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
Feb 12, 2026 bullish
Assertion Supported
Cannon-Brookes: Atlassian cloud revenue grew 26% past $5B with 44% RPO growth
“We're accelerating our cloud revenue, which did a 26% quarter growth rate at well north of five, six billion at the moment. And we grew our RPO by 44%.”
Mike Cannon-Brookes Feb 12, 2026 ▶ 15:37 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
Feb 26, 2026 bullish
Opinion
Jason Lemkin: Atlassian is the single best public SaaS value pick
“As an armchair, if we're abstracting away from everything else, this is the best pick on the list because it, of the ones that have been beaten down the most, it's the one that's accelerating. None of the rest are accelerating. So if you had to be simplistic, …”
Jason Lemkin Feb 26, 2026 ▶ 1:13:55 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Feb 26, 2026 positive
Assertion Partly supported
Lemkin: Atlassian's revenue growth accelerated to 23% at $6.3B revenue
“Atlassian's accelerating. A year ago it was growing 20. Now it's growing 23% at 6.3 billion revenue. It's accelerating, and yet it's the biggest decliner of the entire group, and it's accelerating.”
Jason Lemkin Feb 26, 2026 ▶ 1:12:56 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Mar 9, 2026 bullish
Opinion
Clements: Never bet against Atlassian co-founder Mike Cannon-Brookes
“Never bet against Mike Cannonbrooks. Absolutely not.”
Miles Clements Mar 9, 2026 ▶ 41:48 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Mar 16, 2026 negative
Opinion
Rajaram: Monday.com has a much weaker defensibility score than Atlassian
“Monday probably has a score of one, I think. They have a workflow mode. I'm not sure if they have the other modes. So you're right. Monday, in theory, has a much weaker score, I guess, than Atlassian on this.”
Gokul Rajaram Mar 16, 2026 ▶ 13:29 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
Mar 16, 2026 positive
Opinion
Rajaram: Atlassian possesses at least three core software defensibility moats
“Atlassian has, you could argue they have proprietary data. Now they need to use that data to build products. They have unique proprietary data on all the code out there because it's being checked in. There's a lot of stuff they have, which they need to use for…”
Gokul Rajaram Mar 16, 2026 ▶ 12:52 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
Mar 19, 2026 neutral
Opinion
Lemkin: Meta and Atlassian layoffs are voluntary, not financially forced
“Neither of these companies has to lay off anybody. Okay. Atlassian has substantial free cashflow meta. I don't know. They're in the, their free cashflow is dip, but it's still like in the mid forties, right? They don't have to do this.”
Jason Lemkin Mar 19, 2026 ▶ 10:27 NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
Apr 30, 2026 bearish
Opinion
Lemkin: Atlassian and Monday threatened as AI agents bypass project tools
“The public markets have the right idea, but the wrong direction. The public markets think vibe coding and Claude are their threat. No, the threat is what the agents pick. And actually, if you look at overall, the markets are, they almost get it right. They're …”
Jason Lemkin Apr 30, 2026 ▶ 9:00 Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
May 7, 2026 bearish
Prediction Open · timeframe May 2027
O'Driscoll: Atlassian will never be a 5x or 10x AI growth company
“Taking it last, for example, I don't think it's like, it's not going to 10 X from here, right? It's not, and it's never going to be a AI first, you know, five X, 10 X growth company.”
Rory O'Driscoll May 7, 2026 ▶ 45:19 Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
Jul 13, 2026 bearish
Opinion
Abrahami: Atlassian Is Vulnerable to AI Replacement by Developers
“And when I look at it at Atlassian, I think that the customers are the ones that are more likely to build things with code code, right? Because with code code, because they are developers, right? So I'm always in, in a bit of a concern there because I'm like, …”
Avishai Abrahami Jul 13, 2026 ▶ 9:10 Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
Aug 12, 2026 bearish
Prediction Not checkable as stated
Developer-focused SaaS seat pricing faces permanent assault from AI agents
“A lot of their revenue is still developer focused, which, where I think the seat is under assault, a permanent, permanent assault, the seat is.”
Jason Lemkin Aug 12, 2026 ▶ 1:24:35 Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
Aug 29, 2026 positive
Insight
Reyes: Widely disliked enterprise software is durable because of underlying systems of record
“I think that the biggest thing is when people say, I hate that software and everyone buys it, that's probably a pretty good business, because they're not buying the software, they're buying what's underneath of it, and that to me is actually much more durable …”
Eno Reyes Aug 29, 2026 ▶ 1:20:39 Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
Aug 29, 2026 bearish
Prediction Not checkable as stated
Reyes: AI will disrupt Agile methodology, challenging incumbents like Linear and Atlassian
“I will say, though, that one of the things that is pretty clear to me is that the way we build software is fundamentally changing, and I think that Agile might be one of the things that gets hit with this new way of developing, and that makes me think that the…”
Eno Reyes Aug 29, 2026 ▶ 1:21:29 Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
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