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20VC: Atlassian CEO on Why Everything is Overvalued & Are We in an AI Bubble | Do Margins Matter & Does Defensibility Exist in an AI World | Is Per Seat Pricing Dead & The Future of Vibe Coding with Mike Cannon-Brookes

2025-10-13 · 63 min · 16 entities

episode page audio

Asserted relationships

  • 0.68
    evidence rules-v4
    20VC: Atlassian CEO on Why Everything is Overvalued & Are We in an AI Bubble | Do Margins Matter & Does Defensibility Exist in an AI World | Is Per Seat Pricing Dead & The Future of Vibe Coding with Mike Cannon-Brookes
  • → hosted by Harry Stebbings person
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    Feed author/publisher: Harry Stebbings
  • → works at Atlassian company
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    CEO of Atlassian
  • → works at Atlassian company
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    evidence rules-v4
    CEO of Atlassian
  • → discusses Business concept
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    Feed category: Business
  • → discusses Investing concept
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    Feed category: Investing
  • → discusses News concept
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    evidence rules-v4
    Feed category: News
  • → discusses Tech News concept
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    evidence rules-v4
    Feed category: Tech News

Entities found in this episode

concepts 9

  • mentioned Business concept
    0.50
    evidence rules-v4
    Feed category: Business
  • mentioned Investing concept
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    evidence rules-v4
    Feed category: Investing
  • mentioned Tech News concept
    0.50
    evidence rules-v4
    Feed category: Tech News
  • mentioned Vibe-Coding concept
    0.45
    evidence rules-v4
    The Future of Vibe Coding with Mike Cannon-Brookes
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses Investing concept
    0.40
    evidence rules-v4
    Feed category: Investing
  • discusses News concept
    0.40
    evidence rules-v4
    Feed category: News
  • discusses Tech News concept
    0.40
    evidence rules-v4
    Feed category: Tech News
  • mentioned CEO concept
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    evidence rules-v4
    CEO

persons 3

  • mentioned Mike Cannon-Brookes person
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    evidence rules-v4
    20VC: Atlassian CEO on Why Everything is Overvalued & Are We in an AI Bubble | Do Margins Matter & Does Defensibility Exist in an AI World | Is Per Seat Pricing Dead & The Future of Vibe Coding with Mike Cannon-Brookes
  • mentioned Harry Stebbings person
    0.70
    evidence rules-v4
    Feed author/publisher: Harry Stebbings
  • hosted by Harry Stebbings person
    0.55
    evidence rules-v4
    Feed author/publisher: Harry Stebbings

companys 3

  • mentioned Atlassian company
    0.62
    evidence rules-v4
    CEO of Atlassian
  • works at Atlassian company
    0.50
    evidence rules-v4
    CEO of Atlassian
  • works at Atlassian company
    0.50
    evidence rules-v4
    CEO of Atlassian

podcasts 1

Episode description as stored
Mike Cannon-Brookes is the Co-Founder and Co-CEO of Atlassian, the $50BN software giant behind products like Jira, Confluence, and Trello. Since founding the company in 2002, he has scaled it to over 300,000 customers globally, generating more than $5BN in annual revenue. Atlassian now employs over 10,000 people across 13 countries and is one of the most successful bootstrapped-to-IPO stories in tech history. Mike is also a leading climate investor and co-owner of several major sports teams. AGENDA:  00:00 Why Unreasonable Men Win in Startups 07:22 How to Make Co-CEOs Work  13:22 Are We in an AI Bubble? Is Everything Overvalued? 26:46 The Future of Software Development: More or Less Devs 32:53 Do Margins Matter in a World of AI 34:02 The Future of Vibe Coding… 36:35 Does Defensibility Exist in a World of AI 42:09 Is Per Seat Pricing Dead in a World of AI 49:01 The Founder Journey and Leadership 54:28 Quick Fire Round: Parenting Advice, Relationship to Money