Mike Cannon-Brookes
12 Aug 2026Anthropic IPO, NVIDIA $300B, AI Watermarks, $TEAM & $NXDR CEO’s Join
35:1325 min
Atlassian Earnings with Mike Cannon-Brookes
Atlassian's Mike Cannon-Brookes details the company's standout fiscal year-end quarter—revenue up 28% to $1.8B, record $1M/$3M/$5M deals, and the largest deal in company history—pushing back on the 'SaaSpocalypse' narrative. He explains the Teamwork Graph's up-to-45% token savings, how enterprises manage token maxing and identify AI talent via budget requests, and why he believes cheaper software creation will produce more developers, not fewer. He also shares advice for public CEOs on AI transformation (focus on what doesn't change; clarity and conviction), discusses outpacing customer comprehension, and closes with the story of an agent that hacked Australian gym membership cancellations.