Google I/O, Bard, and Implications for Search

May 23, 2023

GitLab, AI Eating Software, and Is Sam Altman Syndrome?

May 12, 2023

Notes & Takeaways from Sohn Conference

May 10, 2023

Atlassian Part 2: Muddy Waters Even After Pullback

May 05, 2023

Atlassian Part 1: The Everything for Everyone, Everywhere All at Once Platform

May 02, 2023

Transcript: Druckenmiller [April 2023]

April 27, 2023

Resources for Investing in Internet Businesses

April 26, 2023

Generative AI, Adobe, Shutterstock, and Andy Warhol?

April 25, 2023

Generative AI, Adobe, ShutterStock, and Andy Warhol?

April 25, 2023

On NVIDIA, Fading the Hype, and a Look Back at the Dot-Com Bubble

April 21, 2023

Databricks (Pre IPO) Primer and a Requiem for Hadoop

April 18, 2023

Messy Middle and When Religion Isn't Enough

April 14, 2023

Workday vs. Salesforce's Efficiency and The Cost of Churn

March 31, 2023

Deep Dive: Workday, Power of the SOR, and the Platform Opportunity

March 28, 2023

Balancing Growth with Margins and the Software Profit Curve

March 25, 2023

Microsoft's Knowledge Graph and Copilot

March 21, 2023

Declining Returns in Software & Defensibility

March 19, 2023

Ellison’s Gospel, The Evolution of Salesforce, and the (AI Driven) Re-Bundling of Software

March 16, 2023

Private Equity's SBC Opportunity

March 15, 2023

Spotify’s Bet on Video and The Spotify Standard

March 15, 2023

Microsoft's AI Head Fake and Making Google Dance

March 06, 2023

Content is King, Again

February 20, 2023

Press Release Season, OpenAI and the Google Question

February 17, 2023

The Incremental Bid and Shareholder Transitions

February 15, 2023

Getty Images' Dilemma and Google's Advantage

February 08, 2023