Feb

25

Razor's Edge: Axon Is The Best Short in The Market...

SNOWFLAKE MULTIPLE FOR EVERBRIDGE PART DEUX For those that remember my everbridge work i simply couldn't resist with

Feb 25, 2026

3 min read

Feb

24

Razor's Edge: The AI Doom Loop..

Feb 24, 2026

5 min read

Feb

22

Razor's Edge: More Aimageddon..

Feb 22, 2026

4 min read

Feb

18

Razor's Edge: AI vs. Everything Else

Feb 18, 2026

6 min read

Feb

12

Razor's Edge: Mclovin Short Thesis..

I got the sense that I broke a few Mclovin compounder bros hearts by shorting and not really flushing things

Feb 12, 2026

4 min read

Feb

05

Razor's Edge: Short Mclovin?

Feb 5, 2026

3 min read

Jan

29

Razor's Edge: Meta Magic & Narrative Netherlands

Jan 29, 2026

6 min read

Jan

26

Razor's Edge: ClawdBot is the Thing

"the computer is not the thing. it's the thing that gets us to the thing."-Joe

Jan 26, 2026

5 min read

Jan

20

Razor's Edge: TEAM

Jan 20, 2026

Jan

20

Razor's Edge: The Prediction Game

Jan 20, 2026

6 min read