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On 2026-05-01 @levie said Atlassian’s results 'surprised Wall Street' but were…
Brief
Atlassian’s results surprised Wall Street but shouldn't, @levie wrote on 2026-05-01: with 100X more agents than people, agent-driven work (code, leads, contracts, invoices, designs, payments) will balloon, creating sustained demand for underlying systems of record and governance—guardrails, security, compliance, workflows, and data storage.
Why it matters
On 2026-05-01 @levie said Atlassian’s results 'surprised Wall Street' but were predictable using one heuristic: a future with 100X more agents than people will shift where software growth occurs.
Key details
- He identifies specific domains that will expand as agents do more work: generated code, lead generation, contract review, invoice processing, design creation, and payments.
- As a consequence, the systems that manage that work—systems of record and governance like guardrails, security, compliance, workflows, and data storage—will rise over time to handle both untrusted and trusted agents.