Tidal Wave
Arda CapitalData-driven investment newsletter about software, internet, and media businesses.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 24 | Subscribers | Read | newsletter.tidalwaveresearch.com |
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Latest Issues
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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 know who you are), you can become a subscriber by clicking the link below.
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 know who you are), you can become a subscriber by clicking the link below.
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 Ira Sohn Foundation.
Atlassian Part 2: Muddy Waters Even After Pullback
Welcome to Tidal Wave, a research newsletter about software, internet, and media businesses. If you have not yet, please subscribe below, and would appreciate it if you could follow me on LinkedIn (because you know, Elon).
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