Oct

05

Razor's Edge: Why Meta..

I asked Supreme to take everything I've worked on agent economy/meta research wise and turn that into

Oct 5, 2026

21 min read

Sep

29

Razor's Edge: A Real Ai Bear Case/ CJ Jumps Ship...Again..

Sep 29, 2026

4 min read

Sep

25

Razor's Edge: Meta/Fsly/Akam/Ai Rentals..

Sep 25, 2026

3 min read

Sep

22

Razor's Edge: Consumer Agentic Compute Trade

Sep 22, 2026

7 min read

Sep

21

Razor's Edge: Jev & LLM Inference

Sep 21, 2026

4 min read

Sep

09

Razor's Edge: Agent Economy

Quick note: I added full text search to the site since ghost search sucks and there are nearly 500 articles

Sep 9, 2026

7 min read

Sep

08

Razor's Edge: The Consumer Agent Economy Trade Phase 1... BUY FSLY

Between GrokBot, Astra Computer Use, and Instinct it seems like most people spent the weekend thinking about the AI trade

Sep 8, 2026

4 min read

Sep

04

Razor's Edge: Zscaler Thoughts

Sep 4, 2026

3 min read

Sep

03

Razor's Edge:Zs

Sep 3, 2026

Sep

02

Razor's Edge:GTLB/MDB

Sep 2, 2026

5 min read