Category: The Razor’s Edge

Happy New Year! Though this week’s The Razor’s Edge touches on what may not be the happiest start for people investing in software names or tech more generally.…

We pick up this week’s conversation where last week’s (and so many of our past episodes left off) – what about Twitter, at this price, in this economy?…

Docusign’s sell-off on Friday and the corresponding market (and Nasdaq) sell-off are the latest sign of market uncertainty. No one knows anything – as Monday’s rally reminds us…

We wrap up our Future of Compute series with a leading force in the field, Naveen Rao. Rao founded Nervana Systems, the first next-gen AI chip company, which…

This week we take a break from our Future of Compute series on the Razor’s Edge to talk Peloton. In an earnings season full of big moves and…

The accelerating growth in the AI market requires different approaches from the hardware side. Cerebras’s approach is that size matters and bigger is better: the company’s massive wafer…

The semiconductor industry is in a period of transition. Supply chain problems and questions over whether we are now in a secular growth environment; changing leadership as Intel…

*** Before you listen, there is a The Razor’s Edge newsletter now available. Written by Akram’s Razor, the Razor’s Edge will come out at least twice a month…

*** Before you listen, there is a The Razor’s Edge newsletter now available. Written by Akram’s Razor, the Razor’s Edge will come out at least twice a month…

The quick hit re-open trade of January/February came and went. The U.S. is facing the delta variant of COVID-19 in full, which has shaken out some of the…