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TEAM

Atlassian · Nasdaq · Australia/US

Cap tier
Large
Approx cap
$45.0B
Bull scenarios
38
Adverse scenarios
0
Other links
0
Modeled impact
unknown
0 explicit links; 38 public links lack move; 0 lack probability

Themes & clusters

From SRC_B Theme-Company Matrix
C5AI coding copilots replacing junior engineersAI research agentsFoundation model agent teams / multi-agent orchestration

Investment thesis

From SRC_B Company Master

Dev collaboration + AI agents.

Bull scenarios (38)

Predictions where this ticker benefits
PredRoleDomainPredictionPredictorCurrentMoveImpactStatus
SEM_036multi_vectorAI/CognitionWorld-class AI programmers will appear within 1-2 years (by 2027-2028).Eric Schmidt69.7%unknownunknownin_progress
AUT_002multi_vectorAIModels excelling at highly structured mathematical benchmarks exhibit a 'unified capability substrate' enabling dominance in seemingly unrelated fields (coding, logical reasoning, scientific discovery) — the 'mathematical skeleton' of the technological...Alex Wissner-Gross59.1%unknownunknownin_progress
SEM_049multi_vectorAI/SoftwareAI will soon fully automate software engineering, achieving massive cost reductions via iterative self-improvement.Alex Wissner-Gross55.7%unknownunknownpartial
231_043multi_vectorLabor/JobsLack of hiring for junior positions will cause social unrest from young people who can't get jobs.Peter Diamandis51.9%unknownunknownpending
241_030multi_vectorLabor/JobsLow-skilled labor of any kind gets swept up by automationEric Schmidt48.9%unknownunknownpending
236_003multi_vectorLabor/JobsJobs will get whisked away in many firms in 2026Andrew Yang48.9%unknownunknownpending
236_023multi_vectorLabor/JobsAI will replace white-collar jobs: 20-50% of 70M US office workers in 12-18 monthsAndrew Yang48.9%unknownunknownpending
241_012multi_vectorLabor/JobsJobs impact from AI will occur at some pointEric Schmidt48.9%unknownunknownpending
SEM_037multi_vectorLabor/JobsFor any job you can do on the other side of a screen, AI will probably be able to do it better, faster, and cheaper by next year (2026-2027).Emad Mostaque47.2%unknownunknownpartial
234_042multi_vectorMacro/EconomyAI displacement will collapse the payroll tax base funding Medicare/Social SecurityPeter Diamandis47.0%unknownunknownpending
SPC_029multi_vectorLabor/Jobs'Idea Guys' vindication — because AI handles rote execution of complex engineering and software tasks, human vision and imagination become the only remaining scarcity in the economy; imagination replaces coding skill as the premium professional currency.Sam Altman46.5%unknownunknownpending
241_058multi_vectorLabor/JobsHigh-skilled mechanical labor will be one of the last things to go in automationEric Schmidt44.9%unknownunknownpending
236_005multi_vectorLabor/JobsAnthropic predicts 50% of entry-level white collar jobs automated in 1-5 yearsDario Amodei / Anthropic44.9%unknownunknownpending
234_034multi_vectorLabor/JobsAndrew Yang predicts 20-50% of 70M US white collar workers could be displaced in 1-2 yearsAndrew Yang44.9%unknownunknownpending
232_027multi_vectorLabor/JobsEntry-level/couch-potato workers will find it harder to get simple jobs; but entrepreneurial opportunity is unlimited.Ben Horowitz44.9%unknownunknownpending
232_028multi_vectorLabor/JobsIn AI age there will be unlimited entrepreneurial opportunity; the 'only AI' displacement narrative is wrong.Ben Horowitz44.9%unknownunknownpending
243_045multi_vectorAuto/TransportJoby Abu Dhabi partnership will save hours of travel timeDara Khosrowshahi44.9%unknownunknownpending
243_027multi_vectorAuto/TransportJoby end-to-end eVTOL service in Abu Dhabi launching end of 2026Dara Khosrowshahi42.7%unknownunknownpending
244_006multi_vectorAuto/TransportJoby vertiports will need to be designed for mass market with multiple vehicles landing/taking offDara Khosrowshahi42.7%unknownunknownpending
236_014multi_vectorLabor/JobsPublicly traded companies will fire white collar workers very quicklyAndrew Yang42.5%unknownunknownpending
236_025multi_vectorReal EstateSuburban housing prices will fall as white collar workers lose jobs and sell homesAndrew Yang42.4%unknownunknownpending
SPC_022multi_vectorAI'2026 will be for AI in science what 2025 was for AI in software engineering' — a transition from AI as coding assistant to acting as scientific sparring partner: generating novel hypotheses, analyzing vast datasets, and dramatically accelerating R&D c...Kevin Weil41.4%unknownunknownin_progress
230_036multi_vectorLabor/JobsNew job categories will emerge: target designers, data rights brokers, targeting system shapers.Alex Wissner-Gross40.9%unknownunknownpending
237_027multi_vectorLabor/Jobs100 million people using OpenClaw will each start businesses hiring ~3 people, creating more jobs than FANG layoffs destroy.Alex Finn40.9%unknownunknownpending
247_021multi_vectorLabor/JobsNet job creation likely, exotic new jobs like one-person AI conglomeratesAlex Wissner-Gross40.9%unknownunknownpending
243_028multi_vectorAuto/TransportJoby eVTOL service hopefully coming to US sometime next year (2027)Dara Khosrowshahi40.9%unknownunknownpending
239_031multi_vectorBiotech/LongevityBen Lamb / Colossal could engineer a Pikachu-like creatureBen Lamm40.6%unknownunknownpending
245_015multi_vectorBiotech/LongevityColossal could theoretically create Pikachu (engineer novel designer organisms)Ben Lamm40.6%unknownunknownpending
238_032multi_vectorLabor/JobsEnd-state of AI is abundance and post-scarce labor — path is 'no firewall'Alex Wissner-Gross40.3%unknownunknownpending
239_004multi_vectorAIxAI/Grok will catch up and exceed competitors on coding by mid-2026Elon Musk40.2%unknownunknownpending
244_028multi_vectorMacro/EconomyLabor ownership of assets is a positive direction society will move inDara Khosrowshahi39.7%unknownunknownpending
247_056multi_vectorLabor/JobsNet job loss probably not; dynamism with some categories going awayAlex Wissner-Gross36.9%unknownunknownpending
248_018multi_vectorLabor/JobsYoung software developer job decline is self-correcting and has reversed in recent months.Alex Wissner-Gross36.9%unknownunknownpending
242_030multi_vectorLabor/JobsNear-future reverse discrimination where humans need not apply for many jobsAlex Wissner-Gross36.7%unknownunknownpending
230_002multi_vectorLabor/JobsAI will automate away CEO labor; a few more years needed for machines to excel at unskilled manual labor.Alex Wissner-Gross36.5%unknownunknownpending
238_056multi_vectorMacro/EconomyCapital itself might become mortal (capitalism may lose fights with labor for first time in history)Alex Wissner-Gross30.1%unknownunknownpending
234_036multi_vectorLabor/JobsJob displacement will be issue 6-10 not top 5 in 10 years; AI discoveries will dominateAlex Wissner-Gross28.8%unknownunknownpending
247_013multi_vectorLabor/Jobs99% of randomly selected white collar jobs could be replaced by AI todayPeter Dannenberg22.2%unknownunknownpending

Adverse scenarios (0)

Predictions where this ticker is displaced
PredDomainPredictionPredictorCurrentMoveImpactMechanism
No adverse scenarios