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TEAMTWLOBULLISHCore thesis · 5/5

SaaS reacceleration: Atlassian and Twilio as models

The case argued: Atlassian and Twilio's recent strong earnings show a potential end to the 'SaaS apocalypse' for companies that can either monetize AI with their existing base or attract new AI-driven customers.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE