DaRazor (@akramsrazor) 's Twitter Profile
DaRazor

@akramsrazor

Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.

ID: 449160092

linkhttps://the-razors-edge.ghost.io/ calendar_today28-12-2011 20:20:54

23,23K Tweet

19,19K Followers

656 Following

cinesthetic. (@thecinesthetic) 's Twitter Profile Photo

Ethan Hawke is one of the most underrated actors of his generation. Always thoughtful, always compelling, and endlessly versatile.

DaRazor (@akramsrazor) 's Twitter Profile Photo

I will take attention spans in 2025 for $100 Alex. When did x become Russian literature class? Gonna have to use all my tokens for this post.

DaRazor (@akramsrazor) 's Twitter Profile Photo

$okta I've bought some this am. Think that was one of sadder sell-side performances of all time. Like so much happening in saas/tech and they still can't do much beyond ask how conservative are u and crpo questions. Okta hasn't sold me on an agent surface area security narrative

DaRazor (@akramsrazor) 's Twitter Profile Photo

Application saas earnings calls been pretty bad thus far. Consider that Ai ification of all existing software is in fact headwind for normal sales motion/migration cloud etc theme; I'd expect these calls to be hyperfocused on roadmaps & pricing strategies. Do i really want to

DaRazor (@akramsrazor) 's Twitter Profile Photo

$estc Basically at 1/3 fwd growth i thought it wud have at this point when I got super excited 2023 and the shit hasn't even hit the fan yet. Things are going to get very messy here. Clickhouse with big raise today and competitive landscape in this space shifting so fast. 5

DaRazor (@akramsrazor) 's Twitter Profile Photo

$estc Consumption driven ai data narrative story teller guides to almost single digit growth at 30x ebitfa and people still debating set up w me. My advise is SaaS market has told u clearly u don’t walk but run from these.