Latest
Jul
22
Razor's Edge: Cyber Vibes vs Reality in SaaS
2 min read
Jul
16
Razor's Edge: ServiceNow Armis Driven Cyber Agentic Rerate (MIA...)
5 min read
Jul
13
Razor's Edge: Long Servicenow
6 min read
Jul
07
Razor's Edge: AI Supply Side vs AI Demand Side Investing
15 min read
Jun
25
Razor's Edge: Not All Bottlenecks Are Created Equal
4 min read
Jun
08
Razor's Edge: The Demand for Intelligence...
4 min read
Jun
02
Razor's Edge:Identity/Security's Y2K AI Moment
22 min read
May
07
Razor's Edge: Market Commentary Wolf/Fsly
1 min read
May
05
Wolfspeed: The Cheapest Real-Asset Trade in AI Datacenter
Wolfspeed pitch i put together for prem subs. I think its still very compelling as not much has changed in
25 min read
Apr
30
Razor's Edge: Meta & Hyperscale AI Narratives/MXL
5 min read