Latest

Feb
16

Razor's Edge: AI VS. TMT Bubble & ROKU/TTD

11 min read
Feb
15

Razor's Edge: Market Commentary

2 min read
Feb
11

Razor's Edge: Macro Mania Musings

6 min read
Feb
09

Razor's Edge: Snap/Pins/AI

6 min read
Feb
06

Razor's Edge: Snap Initial Thoughts

2 min read
Feb
06

Razor's Edge: Snap Thoughts

4 min read
Feb
02
Razor's Edge: Meta Blast

Razor's Edge: Meta Blast

1 min read
Jan
30

Razor's Edge: BigTech/Online Advertising

3 min read
Jan
26

Razor's Edge: Boeing, Google Lumiere

2 min read
Jan
19

Razor's Edge: China Is Uninvestable??

5 min read