The more I think about it, the more I think that companies like Atlassian and Gitlab (and maybe even the cloud computing providers) are becoming interesting investments.

The outcome of the AI Revolution and SaaSpacolypse is going to be more software, not less. And that software (and those projects) still have to be stored somewhere and supported & maintained.

I wish the valuation for these companies were a bit more enticing, though. TEAM has major SBC issues, and that only gets worse with a falling share price.