Sep
29
Razor's Edge: A Real Ai Bear Case/ CJ Jumps Ship...Again..
4 min read
Latest
Sep
25
Razor's Edge: Meta/Fsly/Akam/Ai Rentals..
3 min read
Sep
22
Razor's Edge: Consumer Agentic Compute Trade
7 min read
Sep
21
Razor's Edge: Jev & LLM Inference
4 min read
Sep
09
Razor's Edge: Agent Economy
Quick note: I added full text search to the site since ghost search sucks and there are nearly 500 articles
7 min read
Sep
08
Razor's Edge: The Consumer Agent Economy Trade Phase 1... BUY FSLY
Between GrokBot, Astra Computer Use, and Instinct it seems like most people spent the weekend thinking about the AI trade
4 min read
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