The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Tuesday Sep 29, 2020
Tuesday Sep 29, 2020
We speak with a couple of Atlassian alums on this week's episode, as the first of a two-parter. Our guests are Justen Stepka, co-owner of Enterprise Fund, Atlassian alum, and previous The Razor's Edge guest (episode #16); and Jens Schumacher, employee number #12 at Atlassian, and the Head of Product for Jira Service Deck, who is now Chief Product Officer at Sajari, a search technology company. In today's episode, we talk about the Atlassian mafia effect and go more into focus on Sajari. This leads to a lot about Elastic Search, about the e-commerce market, and about SaaS development and machine learning that should be of interest.
Topics Covered
- 3:00 – Jens's background and the emergence of the Atlassian mafia
- 10:00 – What does it mean that a cohort of former colleagues keep working together?
- 13:30 – Atlassian roots and background
- 16:00 - Snowflake digression
- 18:00 – The challenges in search
- 26:00 – Breaking down machine learning vs. algorithmic search
- 35:00 - What stage of the e-commerce rush are we in?
- 42:00 – How much of this will stick for e-commerce
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