Aug
17
Razor's Edge: AI Narrative Wars & The Useful Lives of Bears/Bulls
10 min read
akram
Aug
10
Razor's Edge: SaaS/SpaceX/Meta
4 min read
Aug
05
Razor's Edge: Meta vs. SpaceX Merchant Compute Math
2 min read
Jul
30
Razor's Edge: AI Demand Clearly Not About Paying For "Super" Intelligence Anymore
8 min read
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