May
07
Razor's Edge: Market Commentary Wolf/Fsly
1 min read
akram
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
Apr
24
Razor's Edge: Ai & "Relational" Scarcity
3 min read
Apr
24
MaxLinear (mxl): AI Capex Component Treasure Hunt Nugget
9 min read
Apr
20
Razor's Edge: Agents Equal 100X SaaS uPSIDE & TWLO Pushback
5 min read
Apr
13
Razor's Edge: Twilio Is A Terminal Ai loser...
6 min read
Mar
30
Razor's Edge: Human Work Isn't a Super Intelligence Problem
7 min read
Mar
24
Razor's Edge: Fuck it.. Datacenter Go Brrrr
You know AI investing has gotten hard when all anyone really can talk about in terms of winners is capex
7 min read
Mar
13
Razor's Edge: Hire A Kid Groundhog's Day
The AI market definitely gives you groundhog's day vibes w Great Winfield "Money Game" overlap. AI
2 min read