Two speakers debate software's future: not every company survives the next decade, but consolidation and packaged solutions keep growing. AI spending creates winners like Atlassian while traditional support software like Zendesk stagnates.
Maybe that's normal. Like to take the most generous view. Will every Single software and SaaS company make it through the next five to ten years? Absolutely not. Will a lot of them continue to grow and Prosper through that five to 10 years? Absolutely. Is that any different to the last 10 years? No. I keep saying internally the competitors we had in 2000, the competitors we had in 2005 and 2010 and 2015 I went and pulled all these old documents. A whole bunch of those companies don't exist. They've been merged, acquired, gone out of business. Right. And we have a set of competitors today that are new and upcoming and we have to compete with those. That is the history of the technology industry and that's going to keep going. The idea that software as a category is dead is ludicrous to me. I'm like wait a second. It's very efficient for businesses to buy pre canned solutions of technology. They don't write everything with assembly and they probably still won't
but can I throw in one micro thought? It's we have my I view Atlassian and I'm just a student I, I, I didn't found it as above the fold and what I mean is you're not seeing seat reduction product and engineering is a beneficiary of AI spend, right? And whether it's Vibe coding or however we mobile we are creating radically more software than six months ago. Like any curve if you look at for like it's exploding, right? And at least for a while I think that benefits Atlassian because I need more tools, right? I need to track more issues, more tickets, more everything. I think there's plenty of other spaces that are being, that are being decimated. I mean if you're traditional support software like Zendesk, the old Zendesk is growing 0% like we are cutting humans.
