Atlassian, every mention
230 scenes, the whole family · ← back to Atlassian
every year anyone Harry Stebbings 206Jason Lemkin 67Jay Simons 29Rory O'Driscoll 20Scott Farquhar 17Jean-Michel Lemieux 12Mike Cannon-Brookes 11Rich Wong 4Eno Reyes 4Brian Halligan 4
Verbatim, from the transcripts: the passages where Atlassian comes up
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 50:45 Harry Stebbings And then you've got Salesforce, Atlassian, and the much older ones.
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 58:50 Rory O'Driscoll Then at the last iteration, I was ahead, and now I'm killing it because just by WorldCloud and Team and Salesforce, it's been a great buy. 2 times in the scene
- ▶ 1:13:06 Jason Lemkin Atlassian has survived, but mainly by diversifying outside of tech.
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 18:36 Rory O'Driscoll To some extent, and we'll talk about, for example, Atlassian in a second, one of the big questions is how much of your business is going to change.
- ▶ 27:14 Rory O'Driscoll But let's take the example of Atlassian. 3 times in the scene
- ▶ 1:20:34 Harry Stebbings If I want to shepherd us Shopify, we mentioned blowing out the quarter Atlassian blowing out the quarter, but biggest jump since. 9 times in the scene
Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- ▶ 5:25 Harry Stebbings I mean, Atlassian's come up again. 4 times in the scene
- ▶ 20:43 Avishai Abrahami And I'm, uh, as I said, I don't even make sense because I own a lot of Atlassian, even that I'm like, oh my God, all the developers will replace 2 times in the scene
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 28:12 Harry Stebbings And then I kind of peek under the covers, and I'm like, oh, my God, like, 15 companies funded with a hundred million bucks, Salesforce, Lassie, and Zendesk, all the other incumbents.
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 24:47 Jason Calacanis Those issues haven't changed, and I would say we're no longer, what's great is we're not in free fall, because free fall leads to panic everything, panic buying, panic everything, but even with the reacceleration, you know, Atlassian still… 2 times in the scene
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 1:22:02 unnamed speaker And Atlassian, this ain't in the top 10, right?
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 18:10 Jason Lemkin You think about Atlassian, Figma, a few others that have seen at the end of the day, compared to their highs, very, very modest bounces off the hard deck, but growth, but more importantly, growth is re-accelerating there. 5 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 22:03 unnamed speaker How, how do you think about that then with respect to your Mike Cannon Brooks at Atlassian saying, Hey, 2 times in the scene
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 0:20 Harry Stebbings Atlassian, 29% up.
- ▶ 1:46 Jason Lemkin and then we can tie it into Twilio and Atlassian and Palantir is just this jaw dropping acceleration, right?
- ▶ 35:46 Rory O'Driscoll And I will admit I exhaled when I saw this quarter because when you pushed me and again a few weeks ago to name stocks, I'm proud that I named Atlassian. 2 times in the scene
- ▶ 42:36 Harry Stebbings Atlassian up 29%.
- ▶ 43:07 Jason Lemkin I would really distinct, first of all, it is heartening to see Atlassian and Twilio re-accelerate. 10 times in the scene
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 9:12 Jason Lemkin They're worried about Atlassian and Monday because agents don't need project management tools.
- ▶ 10:10 Harry Stebbings A la ServiceNow, a la, we had, you know, Mike from Atlassian on who talked about the increased rate of multi-year enterprise deals that are very large.
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 42:54 Aaron Levie I, I don't, I like, ah, you know, I'll give maybe a shout out to like, um, Atlassian, uh, as an example. 3 times in the scene
ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
- ▶ 26:52 Harry Stebbings I think customer support is uninvestable today, and I get so much shit on Twitter for this, because everyone shits on them, but, but I'm like, Sierra and Dakagon, obviously two market leaders in terms of brand, and how much money they've…
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 44:06 unnamed speaker You better prove to us, Figma, Atlassian, Salesforce, you are ahead of disruption and not behind it.
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 9:37 Harry Stebbings Two big announcements this week were, in terms of layoffs, Atlassian announcing 1600 people, and then Meta reportedly a speculative 20% workforce reduction, which would be 16,000 of 79,000. 4 times in the scene
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 12:28 Harry Stebbings So we have Atlassian, and we have Monday. 18 times in the scene
- ▶ 17:26 Gokul Rajaram A pure software company can't get that scale board, but yes, they are very similar to Atlassian, where they have a score of three, I would say.
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 41:54 Jason Lemkin I don't want humans at Atlassian or HubSpot or other folks we have.
- ▶ 1:07:58 Jason Lemkin But I can't, even though I want to do Atlassian, because I think it's above the fold and a good one, it doesn't fit the thesis, so I gotta pass.
- ▶ 1:11:44 Rory O'Driscoll I think Salesforce at eight or nine X EBITDA and even team at nine X EBITDA with decent growth is okay, right? 6 times in the scene
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 0:14 Harry Stebbings Myles helps lead Excel's growth investing practice, where he's buying some of the best in the business, including Atlassian, Linear, Cursor, and many more.
- ▶ 8:35 Miles Clements Now you've had companies that have built tremendous value biting off pieces of the stack, you know, Atlassian, hugely value company, that hugely valuable company that, that we love, um, began around issue tracking data dog around…
- ▶ 41:44 Harry Stebbings Mike being at Atlassian, when I interview him, I'm like, I still feel that you've, and his passion is still there.
- ▶ 44:24 Harry Stebbings You said about kind of the value of different revenue multiples, and we've spoken a lot about, you know, Mike at Atlassian before.
- ▶ 54:33 Harry Stebbings Your buddy is probably like the CRO of Atlassian.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 48:48 Harry Stebbings And Atlassian, which is posting accelerating numbers, and it's down 76%. 2 times in the scene
- ▶ 54:31 Mitchell Green It surprises me that more people don't, but I think, like, early stage venture is extremely different than going to back, going to buy Atlassian right now, or going to buy Workday, or going to buy Salesforce, or going to buy, you know,…
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 1:11:35 Jason Lemkin The worst performer, one of our personal favorites, Atlassian, worst performer over the last year, down 74.85%. 5 times in the scene
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 3:55 Jason Lemkin Six billion is not enough for Atlassian.
- ▶ 17:33 Jason Lemkin Maybe Shopify is oversold, maybe Navon is oversold, but overall, it's not, even for Mike Cannon-Brooks, it's not great for Atlassian, if we're all going to shrink our team's
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 1:08:37 Harry Stebbings Well, we were, again, I was with Mike last night from Atlassian.
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 0:09 Harry Stebbings Now today we have Mike Cannon-Brooks, co-founder of Atlassian, joining us for my favorite show of the week.
- ▶ 3:16 Mike Cannon-Brookes So if someone spends a million dollars on the Atlassian platform, and we spend 200,000 dollars on AI bills or something, pick a number, it's nowhere near that high proportionally, but that goes to AWS revenue, and then AWS spend, what,…
- ▶ 8:56 Jason Lemkin I mean, I, I, maybe I've lost a little bit track of this at Atlassian, but traditionally in the more enterprise, Mike, there were a lot of partner agencies that were helping doing big deployments, right? 2 times in the scene
- ▶ 11:20 Rory O'Driscoll How do you, like, I don't want to put you on the spot on Atlassian in particular, but how do you, unless you want to. 4 times in the scene
- ▶ 21:08 Jason Lemkin Maybe I've got my Atlassian numbers wrong, forgive me, but Atlassian had a pretty good quarter. 5 times in the scene
- ▶ 29:07 Jason Lemkin It's, uh, for an asset that, uh, unlike Atlassian, I can't go buy it. 5 times in the scene
- ▶ 40:24 Rory O'Driscoll So the same argument in law here, maybe you just automate more. 2 times in the scene
- ▶ 49:21 Jason Lemkin Maybe, maybe not at Atlassian, but overall for the, for so many of the players is one. 2 times in the scene
- ▶ 1:00:41 Harry Stebbings If we buy some Atlassian today, can't we?
- ▶ 1:15:25 Mike Cannon-Brookes I think we talked on a year ago, whenever that was, like, if we re-founded Atlassian today with 350,000 customers, 50,000 enterprise customers, couple of billion bucks in the bank, and 10,000 people in R&D, and a great distribution engine…
- ▶ 1:23:34 Mike Cannon-Brookes I had a whole bunch of them, you know, over the Christmas period, old time Atlassian leadership team people that came to join us.
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 18:14 Harry Stebbings Jason, Atlassian's not dial-up.
20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman
- ▶ 1:21 Harry Stebbings Head to Atlassian.com forward slash Harry. 3 times in the scene
- ▶ 43:01 Harry Stebbings Head to Atlassian.com forward slash Harry. 3 times in the scene
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 45:26 unnamed speaker So I look at the bottom six, the bottom six, I have GitLab, Atlassian, Adobe, Monday, Bill, and HubSpot. 4 times in the scene
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 48:43 Jason Calacanis Well, I mean, Atlassian is slowing down, right?
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 12:02 Harry Stebbings You know, I've had the founders of Salesforce, Benioff, Atlassian, Mike Cannon-Brooks, Cloudflare, Matt Prince, uh, Dylan Field from Figma, uh, even Carl Pei, the founder of Nothing, the phone company, has created their own
- ▶ 16:50 Harry Stebbings You've got the figmas, the cloud flares, the atlassians, the sales forces in, like, the incumbent insertion point, and then you've got the canvas on the other, kind of more consumer end.
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 36:51 Harry Stebbings You've got, as we mentioned, Rapplet and Bolt, but then you've got, you know, Salesforce who have their competitor at last, you know, have their competitor. 2 times in the scene
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 1:05:00 Harry Stebbings I have Mike Cannon-Brooks on the show from Atlassian.
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 1:00:00 Harry Stebbings And then my favorite is that you have like an Atlassian who's like, buy it, buy it, buy it. 2 times in the scene
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 0:41 Harry Stebbings Dude, I am like one of the biggest Atlassian fans, so thank you so much for joining me today, dude.
- ▶ 3:04 Mike Cannon-Brookes And we, you know, Atlassian's in the builders, business of building technology, and we're trying to make better technology every single day. 2 times in the scene
- ▶ 7:40 Mike Cannon-Brookes In the Alassian history, you know,
- ▶ 28:26 Harry Stebbings Have you internally discussed doing the same with Atlassian? 6 times in the scene
- ▶ 34:44 Harry Stebbings Mike, can I ask you, when you look at the engineering team today in Atlassian, what are the dominant tools that have changed productivity meaningfully?
- ▶ 34:52 Mike Cannon-Brookes Uh, I have to talk my own book, but rovo search.
- ▶ 46:57 Mike Cannon-Brookes I think the thing that we have to protect is, from an Atlassian point of view, our creativity. 2 times in the scene
- ▶ 50:40 Mike Cannon-Brookes Think about Atlassian as a company with 2 times in the scene
- ▶ 1:01:42 Harry Stebbings If we paint a picture for 10 years away, which is Atlassian twenty-thirty-five, where's Atlassian then? 5 times in the scene
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 30:59 Harry Stebbings So I, I just interviewed Matt, Mike Cannon Brooks from Atlassian, and he said, listen, the trouble, the trouble is there'll be a load of shit that will lose money, but there will still be some Amazons in this AI wave.
- ▶ 1:13:27 Jason Lemkin It was like a board meeting kind of at Sastra Annual, and he asked him, could you do Atlassian today? 3 times in the scene
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 30:03 unnamed speaker 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, which I don't know how much they put in because they described themselves as…
- ▶ 1:23:27 Harry Stebbings Will Atlassian's buying spree pay off? 4 times in the scene
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 55:27 Harry Stebbings Atlassian's M&A team is just popping corks these days. 2 times in the scene
- ▶ 56:32 Jason Lemkin Whether it's, uh, ASML and Mistral and Atlassian is one of the greatest of all time, right? 6 times in the scene
- ▶ 1:09:26 Harry Stebbings Jeff, I'm sure you're in, I'm sure you have consistently over the years spent time with a generation of public company CEOs and founders from your Atlassians, to your Zooms, to your Mongos, to your Octas, to your boxes, to your Dropboxes,…
- ▶ 1:10:05 Jeff Lawson So I, I think Mike will be one of the more aggressive on the acquisitions front, uh, because they've always been, uh, 2 times in the scene
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 37:14 unnamed speaker It's not even, I mean, the Atlassians from down under the Dropboxes aren't all, the Asanas aren't seeing it yet, but, um, it should have, I mean, like, like Cliff said, you just got to be smart.
Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
- ▶ 48:31 unnamed speaker Where, where is Atlassian benefiting from this AI wave?
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 50:18 Byron Deeter Tesla and Atlassian and companies like that front and center.
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 1:01:14 Brian Halligan Um, so they're outpacing HubSpot, Salesforce, Adobe, um, Box, Atlassian, everybody.
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 37:10 Jason Lemkin This is my, this is my captain obvious epiphany that this is bigger than the four dollars a month we spend on JIRA at Atlassian.
Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings
- ▶ 7:32 Harry Stebbings I think I messaged Scott at Atlassian being like, dude, you could have paid 35 more.
How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
- ▶ 23:27 Jason Lemkin Just to get Atlassian to engage with you is probably 20 grand for the enterprise, right, for like some twenty-year-old tool, but man, 20 bucks.
- ▶ 51:45 Jason Lemkin They all, it's, you know, at last, you know, Excel figuring out how to buy 30% of Atlassian back in the day was the genius move. 2 times in the scene
Eric Vishria: Where is the Value in AI - Chips, Models or Apps? | E1206 · 20VC with Harry Stebbings
- ▶ 23:18 Eric Vishria In that, I would put, like, Jira, um, which is Atlassian, GitHub, ServiceNow, you know, a computer, whatever, development environment, Git, whatever.
Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
- ▶ 23:42 Harry Stebbings No, listen, and you've seen your Loom sell to Alaska,
Mark Roberge: The Framework for How Startups Should Scale into the Enterprise -Stage 2 Capital|E1176 · 20VC with Harry Stebbings
- ▶ 34:50 Mark Roberge And then I've asked a lot of people from Chris Degnan, one of our LPs or the founding CEO of Snowflake to like, you know, um, Kevin Egan, who I did a podcast who took like Salesforce and Dropbox and Atlassian and Slack upstream.
Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
- ▶ 16:52 Harry Stebbings Um, and then I look at an Atlassian, which is trading at a 12 X, and it's not an inherently better business. 3 times in the scene
Janie Lee: Three Core Skills that Make the Best PMs | E1165 · 20VC with Harry Stebbings
- ▶ 26:57 Janie Lee I think one, we have the, the big elephant in the room of, I think we're in a, a pretty competitive spot in that we've been acquired by Atlassian, and so I think that's one.
- ▶ 31:23 Janie Lee Um, and then I'd say on the other hand, and things that we're kind of learning as we integrate with Abassian is
- ▶ 1:01:20 Janie Lee To reach, you know, 200 people at Loom is gonna be very different than the storytelling I need now at Atlassian, where we have 10,000 employees, more than 16 products.
Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- ▶ 40:10 Jason Lemkin I mean, I don't know what pro I guess, I guess Atlassian, 3 times in the scene
Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
- ▶ 44:28 Jason Lemkin They actually don't care whether you raise nothing right in primary like Atlassian or whether you raised a crap load like rubric.
- ▶ 1:15:07 Jason Lemkin Sometimes I wonder why an Atlassian, which is an iconic company, could never say anything but positive about Atlassian. 5 times in the scene
Girish Mathrubootham: Biggest Product and Pricing Lessons from Scaling to $597M in ARR | E1142 · 20VC with Harry Stebbings
- ▶ 17:33 Girish Mathrubootham So I think today, if you look at many, many successful PLG companies, whether it's, uh, uh, Atlassian or Slack or, uh, Zoom or, uh, HubSpot,
Jean-Michel Lemieux: Three Product Decisions Every Team Needs to Make | E1129 · 20VC with Harry Stebbings
- ▶ 0:02 Jean-Michel Lemieux Atlassian will ship on speed.
- ▶ 3:31 Harry Stebbings And it led to like key, key leadership roles at Shopify, at Atlassian, which is obviously how you're so close to Harley and, um, Scott.