Sep
08
Razor's Edge: The Consumer Agent Economy Trade Phase 1... BUY FSLY
4 min read
akram
Sep
04
Razor's Edge: Zscaler Thoughts
3 min read
Sep
03
Razor's Edge:Zs
Sep
02
Razor's Edge:GTLB/MDB
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
4 min read
Aug
27
Razor's Edge: SaaS Full Circle
5 min read
Aug
19
Razor's Edge: Quick Thought On Lab Disclosures
1 min read
Aug
17
Razor's Edge: AI Narrative Wars & The Useful Lives of Bears/Bulls
10 min read
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