akram

akram

Jun
08

Razor's Edge: The Demand for Intelligence...

4 min read
Jun
02
Razor's Edge:Identity/Security's Y2K AI Moment

Razor's Edge:Identity/Security's Y2K AI Moment

22 min read
May
07

Razor's Edge: Market Commentary Wolf/Fsly

1 min read
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