Atlassian’s results surprised Wall Street, but it shouldn’t be a surprise. The simple heuristic for the future of software is that when there are 100X more agents than people, which parts of software will grow because agents are doing more work that the underlying software is tied to. If the world generates more code, generates more leads, reviews more contracts, processes more invoices, creates more designs, transacts with more payments, and so on, what are the underlying systems that are managing that work? That will give you a hint as to what happens next. These agents still need guardrails, security, compliance, workflows to be tied to, data stored, and so on. Those parts of the system of record ecosystem will only go up over time in a world of 100X more untrusted (and trusted) agents used in your workflows.

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.@maitreya_wagh and @xan_ps watched voice AI demos work perfectly in labs, then break in Mumbai call centers: customers code-switching mid-sentence, connections dropping, reality exposing every edge case. They'd seen this pattern before—Maitreya shipping products at Datamuni and Bain, and Prateek scaling infrastructure at Zomato and Atlassian. So they built @bolna_dev to work in the complexity of enterprise environments. India runs on a billion business calls daily. Most are still manual, expensive, fragile. Bolna built an orchestration layer that lets enterprises deploy multilingual voice agents at scale, without vendor lock-in or brittle systems. Their platform already handles thousands of concurrent calls. Customer service reps now manage escalations while Bolna handles routine queries in Hindi, English, and Hinglish without dropping connections. We're backing Maitreya, Prateek, and the Bolna team from day one. More from @neerajarora, @yuris, @AkarshS27, and @SiddhantD06: