Sitemap - 2023 - Tidal Wave
Google I/O, Bard, and Implications for Search
GitLab, AI Eating Software, and Syndrome from The Incredibles
Notes & Takeaways from Sohn Conference
Atlassian Part 2: Muddy Waters Even After Pullback
Atlassian Part 1: The Everything for Everyone, Everywhere All at Once Platform
Transcript: Druckenmiller [April 2023]
Resources for Investing in Internet Businesses
Generative AI, Adobe, Shutterstock, and Andy Warhol?
On NVIDIA, Fading the Hype, and a Look Back at the Dot-Com Bubble
Databricks (Pre IPO) Primer and a Requiem for Hadoop
Messy Middle and When Religion Isn't Enough
Workday vs. Salesforce's Efficiency and The Cost of Churn
Deep Dive: Workday, Power of the SOR, and the Platform Opportunity
Balancing Growth with Margins and the Software Profit Curve
Microsoft's Knowledge Graph and Copilot
Declining Returns in Software & Defensibility
Ellison’s Gospel, The Evolution of Salesforce, and the (AI Driven) Re-Bundling of Software
Private Equity's SBC Opportunity
Spotify’s Bet on Video and The Spotify Standard
Microsoft's AI Head Fake and Making Google Dance
Press Release Season, OpenAI and the Google Question