Aug

25

Razor's Edge: Carvana vs. Opendoor; Supreme Intelligence Edition

I asked the Supreme Intelligence to evaluate whether Opendoor will be the next Carvana. Her is what she thinks... fyi-

Aug 25, 2025

4 min read

Aug

25

Razor's Edge: Ai Blues?

Aug 25, 2025

5 min read

Aug

20

Razor's Edge: Quick Note

Aug 20, 2025

1 min read

Aug

14

Razor's Edge: Quick Updates

Aug 14, 2025

2 min read

Aug

12

Razor's Edge: SAAS REX

Aug 12, 2025

6 min read

Aug

11

Razor's Edge: Reddit Roller Coaster

Aug 11, 2025

3 min read

Aug

06

Razor's Edge: Quick Thoughts

Aug 6, 2025

2 min read

Aug

05

Razor's Edge: De-risking

Aug 5, 2025

Aug

04

Razor's Edge: GTLB PRICE/VALUE

Aug 4, 2025

1 min read

Aug

01

Razor's Edge: Cloudflare Thoughts

Aug 1, 2025

1 min read