Aug

19

Razor's Edge: Quick Thought On Lab Disclosures

Aug 19, 2026

1 min read

Aug

17

Razor's Edge: AI Narrative Wars & The Useful Lives of Bears/Bulls

Aug 17, 2026

10 min read

Aug

10

Razor's Edge: SaaS/SpaceX/Meta

Aug 10, 2026

4 min read

Aug

05

Razor's Edge: Meta vs. SpaceX Merchant Compute Math

Aug 5, 2026

2 min read

Jul

30

Razor's Edge: AI Demand Clearly Not About Paying For "Super" Intelligence Anymore

Jul 30, 2026

8 min read

Jul

22

Razor's Edge: Cyber Vibes vs Reality in SaaS

Jul 22, 2026

2 min read

Jul

16

Razor's Edge: ServiceNow Armis Driven Cyber Agentic Rerate (MIA...)

Jul 16, 2026

5 min read

Jul

13

Razor's Edge: Long Servicenow

Jul 13, 2026

6 min read

Jul

07

Razor's Edge: AI Supply Side vs AI Demand Side Investing

Jul 7, 2026

15 min read

Jun

25

Razor's Edge: Not All Bottlenecks Are Created Equal

Jun 25, 2026

4 min read