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Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble

Mike Cannon-Brookes is the Co-Founder and 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. ---------------------------------------------- In Today’s Episode We Discuss: 0:00 Intro 0:45 Lessons from 20 years as co-CEOs with Scott Farquhar 6:40 Becoming solo CEO & making bold AI-era moves 14:30 Are tech valuations insane? Mike’s investor reality check 18:20 Why design, not data, will define the AI era 26:30 The future of engineers in an AI world 46:55 How Atlassian survives by protecting creativity 51:45 Fighting the “entropy of ambition” 57:52 Quick-Fire Round ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Mike Cannon-Brookes on X: https://twitter.com/mcannonbrookes Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #mikecannonbrookes #atlassian #ceo #founder #ai #chips #tech

Mike Cannon-BrookesguestHarry Stebbingshost
Oct 13, 20251h 3mWatch on YouTube ↗

CHAPTERS

  1. 0:45 – 6:40

    Lessons from 20 years as co-CEOs with Scott Farquhar

  2. 6:40 – 14:30

    Becoming solo CEO & making bold AI-era moves

  3. 14:30 – 18:20

    Are tech valuations insane? Mike’s investor reality check

  4. 18:20 – 26:30

    Why design, not data, will define the AI era

  5. 26:30 – 46:55

    The future of engineers in an AI world

  6. 46:55 – 51:45

    How Atlassian survives by protecting creativity

  7. 51:45 – 57:52

    Fighting the “entropy of ambition”

  8. 57:52 – 1:03:45

    Quick-Fire Round

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