Ilika’s Goliath and the race to solid-state domination

Alex Rampell and Erik Torenberg speak with Mike Cannon-Brookes, cofounder and CEO of Atlassian, about how to make sense of the SaaS selloff, why not all software companies face the same AI-driven risks, and how Atlassian is thinking about the shift from records to processes. They also examine the real design challenge of getting everyday users to trust and benefit from AI agents in enterprise workflows. Resources: Follow Alex Rampell on X: https://twitter.com/arampell Follow Erik Torenberg on X: https://twitter.com/eriktorenberg Follow Mike Cannon-Brookes on X: https://twitter.com/mcannonbrookes Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; a

This week, the fallout continues as OpenAI scrambles to rework its deal with the Pentagon, while government agencies adapt to life without Claude. Then we break down the grim new reality of prediction market bets on the U.S.-Israel led war with Iran. Finally, it’s time for another edition of The Hard Fork Review of Slop. This time we’re joined by Arijeta Lajka, a New York Times reporter, to discuss her recent article about the short form A.I.-generated slop YouTube is feeding to young children. Guest: Arijeta Lajka, New York Times video journalist Additional Reading: The Pentagon Officially Notifies Anthropic That It Is a ‘Supply Chain Risk’ OpenAI Amends A.I. Deal With the Pentagon How Talks Between Anthropic and the Defense Dept. Fell Apart How Anonymous Bettors Cashed In on the Iran Strike, Just Hours Before It Happened Israeli Army Reservists Are Suspected of Using Inside Knowledge to Bet How A.I.-Generated Videos Are Distorting Your Child’s YouTube Feed We want to hear from you. E