Just over a year ago, we released an episode of The Razor’s Edge called Correction City. As we lap the beginning of the pandemic, we also are starting to glimpse the end, and the market is starting to look like a long, strange trip. Bellwethers are moving lower, rotations are happening, and 40% revenue growth guidance isn't what it used to be.
We talk Zoom - one of the stocks that the market and we have been following most closely since last March - and then process the other major shifts in the market. We finish with a look at PagerDuty's upcoming earnings, which also leads us to Snowflake's imposing position.
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