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Atlassian’s shares slid about 20% after the Australian software company’s quarterly revenue outlook failed to excite investors concerned about tech valuations globally
Atlassian's Head of AI @sherifmansour runs AI across 20+ apps and 450 PMs. 5M+ users now use those apps for the AI. 3 things Atlassian learned doing it, mostly against the standard advice: #1#. Ship chat in your product, even if it feels redundant. Two years ago this was controversial inside @Atlassian. They assumed chat was temporary and customers would just use ChatGPT or Claude Code. That was wrong. Millions use Rovo chat every day. People use the AI closest to their work. Chat also told them what to build. Users kept asking it to group whiteboard sticky notes into themes, so that became a feature. They kept asking to push notes into a Jira backlog, so that became a workflow. Then each one got exposed as a tool for agents, on and off Atlassian via MCP. #2#. Bolt AI onto what you already have. Everyone says don't. Atlassian did it 2.5 years ago: one new box in the Jira workflow designer that says "use an agent here." Customers then chained agents together on workflows they already ran with humans. Ticket comes in, an agent picks it up, a marketing agent generates assets in Canva, a social agent posts them. The rule now across every product: anything you can do with a human, you can do with an agent. Mention it, assign it a ticket, add it to a workflow. #3#. "Everyone becomes an AI builder" didn't hold up at scale. Atlassian staffed about 10 teams with hand-picked builders, including PMs and designers who code with AI. They were very fast for a few weeks. Then they stalled. Everyone was rowing and no one was steering. The PM/design-to-engineer ratio is 1:10. With AI it feels like 1:30 or 1:40. If the PM is vibe coding, nobody is deciding what to build. They also flipped hiring: more juniors, more seniors, fewer in the middle. Juniors are nearly 2x as likely to experiment with AI. Seniors are better at catching the slop. Atlassian puts them in the same room for 4 days every couple of months. If you have an existing B2B product with daily users, you don't have to start over. Ship chat, read the prompts, and bolt agents onto the workflows your customers already run.
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Atlassian deepens its OpenAI partnership with a spend commitment — but its platform stays firmly multi-model
Atlassian Rovo is now in Microsoft @Copilot and Teams. Search across Jira, Confluence, and SharePoint and trigger workflows using natural language—all without leaving your chat. This is the power of our deepened partnership with @Microsoft. See it in action: 👇
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Atlassian + @GammaApp. Two AI leaders. Zero lukewarm takes. 🔥
Atlassian is becoming the context layer for your business. The formula: Information in. Intelligence out. 🤝 Connectors In: Pull signals from your entire toolchain. 🧠 The Graph: Data is mapped into the Teamwork Graph and compounds daily. 🔄 Context Out: Through our MCP server, that intelligence is pushed to whatever AI your teams already use.
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Atlassian's cross-product AI platform, Rovo, searches 5B+ documents on turbopuffer BYOC → 19% increase in search quality → 60ms p90 latency → 96% average recall@10
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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