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

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Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Pledge your support Given this is an investment-focused post, a quick disclaimer: this is not investment advice, and the author holds positions in the securities discussed. In his canonical book, The Mythical Man-Month, Fred Brooks argues that there are three types of tasks: Unpartionable tasks: tasks where no matter how many people you add, the time to complete (“ToC”) does not decrease e.g., giving birth Perfectly partitionable tasks: tasks where adding more people perfectly decreases the ToC e.g., wheat picking Partitionable tasks with intercommunication: tasks that require two-way communication. In these tasks adding people beyond a certain point actually increases the ToC (pictured below). Software development, and most knowledge work, generally falls into the fourth category. As more people are added to the process, at some point, the time it takes to complete the job grow

Atlassian Part 1: The Everything for Everyone, Everywhere All at Once Platform Arda Capital May 02, 2023 18 1 9 Share Welcome to Tidal Wave, an investment and research newsletter about software, internet, and media businesses. Subscribe Given this is an investment-focused post, a quick disclaimer: this is not investment advice, and the author holds positions in the securities discussed. In his canonical book, The Mythical Man-Month, Fred Brooks argues that there are three types of tasks: Unpartionable tasks: tasks where no matter how many people you add, the time to complete (“ToC”) does not d

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