#27: Atlassian Mafia Part 2 - The Competitive Dynamics in SaaS

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 Covered2:30 minute mark - The onset of competition - Asana for Atlassian, Microsoft for Twilio, and writ large10:00 - 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 PagerDuty14:00 - The value of having multiple revenue streams, and the importance of Rundeck to PagerDuty as a first step17:00 - Microsoft's power move and Zoom's taking advantage of their position20:00 - The commitment to your cloud stack for a decade, and the challenge for incumbents of diversifying - Hipchat vs. Slack and Bitbucket vs. GitHub26:00 - 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

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The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.