Mike Cannon-Brookes
16 statements across 4 episodes · 7 bullish · 4 bearish · 3 people on the record · first statement Sep 11, 2025 by Jeff Lawson · said 81 times in 26 episodes since 2016 · across every show →
On the record as a speaker too: Mike Cannon-Brookes's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (31), Jason Lemkin (15), Scott Farquhar (9), Jeff Lawson (6), Miles Clements (5), Rory O'Driscoll (2), Jean-Michel Lemieux (2), Heather Fernandez (2)
tap a year for its mentions
2026 36 mentions in 15 episodes 2 per episode
- "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- 7 more episodes that year, every mention in 2026 →
2025 17 mentions in 5 episodes 3 per episode
- OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
2024 2 mentions in 1 episode
2023 21 mentions in 1 episode
2021 1 mention in 1 episode
2018 2 mentions in 1 episode
2017 1 mention in 1 episode
Everything said about Mike Cannon-Brookes, oldest first
Sep 11, 2025 bullish
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.”
Oct 13, 2025 bullish
Oct 13, 2025 neutral
Cannon-Brookes: Outlier AI Winners Will Outweigh Overvalued AI Losses
“Most of the things are vastly overvalued, probably true. Some of the things will be worth far more and are undervalued, and the far more is probably overweight all of the things that are overvalued, like as classically happens, right?”
Oct 13, 2025 negative
Cannon-Brookes: Enterprise customers generally dislike consumption-based SaaS pricing
“Go talk to customers about how much they love consumption-based models. Generally, they don't love them very much, because they're not quite sure how much they're going to consume, they don't want to be in control of their employees, so the world does trend to…”
Oct 13, 2025
Oct 13, 2025 positive
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?”
Oct 13, 2025
Oct 13, 2025 negative
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…”
Oct 13, 2025 negative
Cannon-Brookes: OpenAI wrapper startups are in trouble long-term
“The old classical, if you're just an open AI rapper as a startup, I do think you're in trouble, but that might not, we might look back and think that was a good way to start some of these businesses, but they end up being very different.”
Oct 13, 2025 negative
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…”
Oct 13, 2025 bullish
Oct 13, 2025 neutral
Cannon-Brookes: Anyone claiming to know AI's long-term business model is lying
“Where the monetary value and the fundamental value lies on the far end of it, in terms of how the business models shake up, if you think about the search era and advertising and all these things, right, I don't think that's known. I think anyone who tells you …”
Feb 12, 2026
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…”
Feb 12, 2026 positive
Feb 12, 2026 positive