The Razor’s Edge

#27: Atlassian Mafia Part 2 - The Competitive Dynamics in SaaS

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We continue our discussion with Jens Schumacher and Justen Stepka, long-time Atlassian vets who have seen the software sector inside and out. We take a broader focus in this discussion, looking at SaaS competition, the importance of integrated cloud stacks, and the broader COVID and macro set-up. This leads to us diving in on Atlassian, on PagerDuty, on Zoom, and on Snowflake, among other topics.

Topics Covered
  • 2:30 minute mark - The onset of competition - Asana for Atlassian, Microsoft for Twilio, and writ large
  • 10:00 - The market's roving eye, excitement over IPOs or hot tickets vs. steady growing behemoths - Zoom vs. Cisco, Snowflake vs. Box vs. Salesforce, and the ongoing runroom for cloud growth and small/mid-caps like PagerDuty
  • 14:00 - The value of having multiple revenue streams, and the importance of Rundeck to PagerDuty as a first step
  • 17:00 - Microsoft's power move and Zoom's taking advantage of their position
  • 20:00 - The commitment to your cloud stack for a decade, and the challenge for incumbents of diversifying - Hipchat vs. Slack and Bitbucket vs. GitHub
  • 26:00 - Data Center redundancy and setting up your network
  • 32:00 - Snowflake dive, and the echo with VMWare; its competitive position vs. Redshift, Teradata, etc.
  • 46:15 - COVID-19 Status update around the world
    • ...more
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