
Latest
Jun
25
Razor's Edge: Coinbase Q/A & 4th Cloud Vibes
2 min read
Jun
24
Razor's Edge: Gtlb/Mclovin/Reddit/Aidumpster Diving
3 min read
Jun
17
SaaS Vibe Investing, Uncle Larry RPO is Back & SaaS Jesus PLEASE STAND UP
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,
5 min read
Jun
06
Razor's Edge: ServiceTitan Long
1 min read
May
30
Razor's Edge: Elastic Thoughts
9 min read
May
29
Razor's Edge: CRM/ESTC
5 min read
May
28
Razor's Edge: Okta Quickie
May
27
Razor's Edge: Ai Schizophrenia Investing
4 min read
May
21
Razor's Edge: Reddit Short
5 min read