Jun

25

Razor's Edge: Coinbase Q/A & 4th Cloud Vibes

Jun 25, 2025

2 min read

Jun

24

Razor's Edge: Gtlb/Mclovin/Reddit/Aidumpster Diving

Jun 24, 2025

3 min read

Jun

17

SaaS Vibe Investing, Uncle Larry RPO is Back & SaaS Jesus PLEASE STAND UP

Jun 17, 2025

8 min read

Jun

11

Razor's Edge: Long Gtlb

I've always skewed skeptic on this one, but the GenAi coding boom got me interested in it. Initially,

Jun 11, 2025

5 min read

Jun

06

Razor's Edge: ServiceTitan Long

Jun 6, 2025

1 min read

May

30

Razor's Edge: Elastic Thoughts

May 30, 2025

9 min read

May

29

Razor's Edge: CRM/ESTC

May 29, 2025

5 min read

May

28

Razor's Edge: Okta Quickie

May 28, 2025

May

27

Razor's Edge: Ai Schizophrenia Investing

May 27, 2025

4 min read

May

21

Razor's Edge: Reddit Short

May 21, 2025

5 min read