Using agents 24/7, it feels so obvious why certain SaaS (observability, ticketing, CI, cloud) are benefitting massively from AI
Must be scary to being software investor who’s never used agents or these products
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Huge Atlassian quarterly beat. There was a misplaced thesis over the past 6 months that somehow agents would be bad for certain software categories. There’s definitely truth in this in some areas, but many were parsing this poorly.
In a world where agents are generating 100X more code, processing massive amounts of data, or making decisions across your systems, the role of the platforms that manage this data and these workflows becomes more important, not less.
Enterprises care about governance, security, compliance, guardrails, safe access to data, and many more critical capabilities that go into these systems of record.
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