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
