Live data from Hacker News

Rumor: Anthropic is going to buy Atlassian?

old.reddit.com

21–29 of 29 posts

Re: Rumor: Anthropic is going to buy Atlassian?

#21
post #12

Anthropic's current valuation is $800 billion. Atlassian's is $19 billion. Is Anthropic really worth 40x Atlassian? If so, is it worth them spending just 2.5% of their valuation to acquire Atlassian's 300,000 enterprise customers? I would be very bullish if this were to happen.

Exactly my thoughts. It also raises major questions about organizational and executive leadership, it seems crazy to put the reigns of such a massive ship - integral to the business of huge swaths of the economy - into the hands of an ambitious flash in the pan startup.

Re: Rumor: Anthropic is going to buy Atlassian?

#22
post #8

Some disgruntled Atlassian employee wants his stocks to be more valuable despite the SLT dumping millions per day.

Not unlikely given the crash in Atlassian's share price over the last year or so. When I was in NetApp a long time back, such rumours would often do the rounds when the share price took a dip, with Oracle and IBM usually touted as the likely buyers. NetApp is still doing strong more than a decade later :-).

Re: Rumor: Anthropic is going to buy Atlassian?

#24
That Reddit account is only 3 days old and this is their only post so probably not credible. This would have strategic merit as noted already, but seems difficult to justify for Anthropic as a private company given they are horribly computer constrained and have more pressing needs for cash. It could be possible if/when they IPO though.

Re: Rumor: Anthropic is going to buy Atlassian?

#26
post #4

But what value could this possibly be to Anthropic? I'm usually the last one to suggest that you can vibe code a SaaS clone, but this is an exception. JIRA clone is generic enough that it might even be a good agent benchmark.

They have bitbucket

Re: Rumor: Anthropic is going to buy Atlassian?

#27
post #16

Assuming this isn't just trolling what is the value? Atlassian's codebase is full of security and performance bugs, and I don't think anyone could make the argument with a straight face that JIRA is a source of high quality training data. The only thing I could think of is getting a sales foothold into Fortune 500 companies. "We see you have 1,744 man-years of outstanding bugs, want us to just boil a small lake and r…

The code itself might suck but the data on how the companies themselves track issues, work on the issues, handle PRs, etc would be extremely valuable no? Training the AI on what successfully completing a task means would make a lot of sense.

Re: Rumor: Anthropic is going to buy Atlassian?

#28

Jira/Confluence with Claude would actually be pretty nice. Jira’s current AI tool has not once done what I asked, and it usually does it wrong in soul-crushing ways. “Oh, no, I’ve decided I can’t create new tickets. Better change the titles of most recent existing tickets and call it a day.”

Yeah, it definitely used to be pretty bad. But to be fair, it’s gotten better over the past few weeks.

Re: Rumor: Anthropic is going to buy Atlassian?

#29

Jira/Confluence with Claude would actually be pretty nice. Jira’s current AI tool has not once done what I asked, and it usually does it wrong in soul-crushing ways. “Oh, no, I’ve decided I can’t create new tickets. Better change the titles of most recent existing tickets and call it a day.”

Yeah, it definitely used to be pretty bad. But to be fair, it’s gotten better over the past few weeks.

Thanks for the update. I’ll give it another shot.
Post reply on HN