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FEYE - Saas On SaaS Part 2 With Akram's Razor (Podcast Transcript)
FireEye Inc.
Editors' Note: This is the transcript of the podcast we published yesterday with Akram's Razor. We hope you enjoy the transcript.
Introduction
Daniel Shvartsman: On this week's Behind The Idea we share part two of our discussion with Seeking Alpha author, Akram's Razor, about the software-as-a-service sector and the state of tech in general. The first episode spent more time on the specific PagerDuty (PD) short thesis that Akram shared on Seeking Alpha as compared to Atlassian, its larger competitor. We touched on that a little here, but zoomed out for what the category