Sep

09

Razor's Edge: Agent Economy

Sep 9, 2026

7 min read

Sep

08

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

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

Aug

31

Razor's Edge: Rogue Agents & Jevon's Router Jubilation

Agent's Gone Wild Great For Governance This post caused a ruckus over the weekend... Over the course of

Aug 31, 2026

4 min read

Aug

27

Razor's Edge: SaaS Full Circle

Aug 27, 2026

5 min read

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