Actually the bigger q is where is Loom's moat? I've used loom too and I agree that being able take a video and do "mini editing" is useful but I guess I wouldn't pay for it given cmd-optiom-5 on osx. But still the real thing is where is the moat? I ask this because until recently I hadn't given much thought to "having paid users who will feel stupid to move off" was not a big deal but clearly it is?

To play devil's advocate though from a numbers point I think loom has about 20m users so this is $5 per user. But if acq is for a billion then I'd assume their actual revenue is something like 100m. So $5 /user/year. I guess in that sense once a user has paid that low price they are not thinking of moving off for a year so it is plenty of upsell opportunities for atlassian. Ofcourse depending on usage just the video hosting could cost them more than $5/user/ year? Interesting stuff!