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. So what’s going on? We throw together a bit of recent and longer-term history, a bit of market sentiment analysis, and some opinions on what might still work, to see why a shift has been coming for a while and why there might be more to come.
Topics covered
March Madness: PagerDuty Earnings, Just Eat Takeaway Ready For Pick Up, and GoPro or Go Home
Streaming Endgame, The fuboTV Bear Case, And The Rise Of Audio With Andrew Freedman
Covid Conundrum: Zoom's Earnings, Bellwether Warnings, and PagerDuty Preview
Ramp Co-Founder Karim Atiyeh On The Corporate Spend Market And Ramp's Position
Talking The Twitter Trade, Analyst Day, And The Big Picture
The Future Of Meetings: Online vs. In-Person vs. Hybrid, with Meetup CEO David Siegel
AI And SaaS Valuations with May Habib, Founder/CEO of Writer
Digging Into The Rare Earths And EVs Rush With Don Lay
Breaking Down The GameStop Game
Netflix Flexes On 'Em
#37: Twitter's Post-Trump Future
#36: SPACs and COVID Winners with Shift Technologies Co-CEO, George Arison
#35: The Last Catalyst For Tesla, With Mark Spiegel
#34: PagerDuty and Slack Deliver, At Last: What Next?
#33: In The Streaming Wars, What Game Does Disney Want To Play?
#32: Slack's Tricky Position and the Tesla Bull Case (Along With A Counter)
#31: But Twitter's Quarter Was Really Good! With Rajiv Sud
#30: SPACs, Influencer Investing, and 2020's Wild Market Swings, with Jaime Lester
#29: Catching Up On Twilio's Big Moves With Captain Twilio and Justen Stepka
#28: On The New York Streets With A Ride-Share Vehicle Supplier
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