The Information's TITV Atlassian CEO on Data Wars, Klarna IPO, Oracle’s Surge, Microsoft’s Anthropic Deal | Sep 10, 2025
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Sep 10, 2025 Mike Cannon-Brookes, CEO of Atlassian, discusses the fierce corporate data wars and his firm's strategic acquisition of The Browser Company. Jackson Ader, an equity researcher at KeyBank, analyzes Oracle's remarkable revenue growth fueled by AI. They explore Klarna's IPO and its disruptive effect on traditional credit, alongside Microsoft's decision to prioritize Anthropic's AI. The conversation also highlights the evolving tech landscape and the crucial role of human workers in a future increasingly influenced by AI advancements.
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Browser Built For Knowledge Workers
- Atlassian bought The Browser Company to build a browser optimized for knowledge workers and SaaS workflows.
- Mike Cannon-Brookes says Arc is the closest fit and the acquisition accelerates AI-enabled browsing for enterprise users.
Browsers As The AI Interface For SaaS
- AI will consume and synthesize all digital knowledge formats, transforming knowledge work across text, image, and video.
- Cannon-Brookes argues browsers remain the primary OS for accessing SaaS apps, making them pivotal for AI integration.
Rate Limits Protect Platform Reliability
- Atlassian enforces API rate limits to protect service reliability amid new technologies increasing traffic.
- The company emphasizes long-standing openness while balancing partner access and customer stability.