Comment by trane_project
2 months ago
Serious question, but how exactly does Atlassian hope to recoup that billion dollars?
Loom is useful, but given that Atlassian's investors are expecting a large return, do they really hope a screen recorder to eventually add 2B+ dollars to their value? The AI features will eventually be commoditized, so that can't act as a moat.
It will integrate with their other products and add value through lock in. Same as all of their other acquisitions. Atlassian is all about building an ecosystem so valuable you don't even want to escape.
it's not just the screen recorder: it's also the large userbase, the corporate connections, and the IP. if the stock goes up a few percent that alone covers the purchase