Markets2026-06-02 · source-backed
Atlassian is the counterexample: Rovo hit 5M MAUs and Rovo customers grow ARR at 2x the rate of non-Rovo.
Story
$1.1B cloud revenue, up 29%, stock up 29% on the report (CNBC). Their argument is that AI creates more work and more seats, not fewer. I don't think that's universally true, but it's the strongest data point against the "AI kills seats" thesis, and it deserves to be in the conversation.
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