Generative AI, Adobe, Shutterstock, and Andy Warhol?
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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 last week’s deep dive on Databricks. Later this week I’ll be publishing a two-part piece on Atlassian, subscribe to receive it. Quick disclaimer: this is not investment advice, and the author may hold positions in the securities discussed
Generative AI, Adobe, Shutterstock, and Andy Warhol?
Generative AI, Adobe, Shutterstock, and Andy…
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 last week’s deep dive on Databricks. Later this week I’ll be publishing a two-part piece on Atlassian, subscribe to receive it. Quick disclaimer: this is not investment advice, and the author may hold positions in the securities discussed