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Google I/O, Bard, and Implications for Search
Welcome to Tidal Wave, a research newsletter about software, internet, and media businesses. And as always, if you’ve been forwarded this email (you…
May 23
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Arda Capital
44
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Google I/O, Bard, and Implications for Search
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GitLab, AI Eating Software, and Syndrome from The Incredibles
Welcome to Tidal Wave, a research newsletter about software, internet, and media businesses. And as always, if you’ve been forwarded this email (you…
May 12
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Arda Capital
31
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GitLab, AI Eating Software, and Syndrome from The Incredibles
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Notes & Takeaways from Sohn Conference
Below are key takeaways and notes from the Sohn Conference that was held yesterday. The Sohn Conference is an annual investment conference hosted by the…
May 10
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Arda Capital
15
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Notes & Takeaways from Sohn Conference
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Atlassian Part 2: Muddy Waters Even After Pullback
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Given this is an investment-focused post, a…
May 5
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Arda Capital
14
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Atlassian Part 2: Muddy Waters Even After Pullback
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Atlassian Part 1: The Everything for Everyone, Everywhere All at Once Platform
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Given this is an investment-focused post, a…
May 2
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Arda Capital
16
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Atlassian Part 1: The Everything for Everyone, Everywhere All at Once Platform
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April 2023
Transcript: Druckenmiller [April 2023]
This is a lightly edited transcription of the interview that Druckenmiller did at Norges Bank's Annual Investment Conference on April 24, 2023. The…
Apr 27
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Arda Capital
9
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Transcript: Druckenmiller [April 2023]
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Resources for Investing in Internet Businesses
Hi All — Yesterday, I shared on Twitter the resource page I published for understanding and investing in internet, marketplace, and media businesses…
Apr 26
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Arda Capital
19
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Resources for Investing in Internet Businesses
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Generative AI, Adobe, Shutterstock, and Andy Warhol?
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. In case you missed it, here’s a link to…
Apr 25
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Arda Capital
12
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Generative AI, Adobe, Shutterstock, and Andy Warhol?
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On NVIDIA, Fading the Hype, and a Look Back at the Dot-Com Bubble
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Quick disclaimer: this is not investment…
Apr 21
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Arda Capital
17
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On NVIDIA, Fading the Hype, and a Look Back at the Dot-Com Bubble
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Databricks (Pre IPO) Primer and a Requiem for Hadoop
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Please subscribe so I can meet Matt Levine…
Apr 18
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Arda Capital
25
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Databricks (Pre IPO) Primer and a Requiem for Hadoop
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Messy Middle and When Religion Isn't Enough
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Please subscribe so I can meet Matt Levine…
Apr 14
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Arda Capital
15
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Messy Middle and When Religion Isn't Enough
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March 2023
Workday vs. Salesforce's Efficiency and The Cost of Churn
Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Please subscribe so I can meet Matt Levine…
Mar 31
•
Arda Capital
10
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Workday vs. Salesforce's Efficiency and The Cost of Churn
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