A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents (Jason Lemkin/SaaStr)

Jason Lemkin / SaaStr:
A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents  —  So this week two of the more important bellwether names in B2B software reported earnings.  And neither of them just “beat.”



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