Ad Criticism / Marketing Craft The Machine is either a product or a metaphor. After a full-page ad and a website visit, I still cannot tell you which one. Note: Ad photographed in print edition of The Wall Street Journal, June 23, 2026. Product claims on machin…
Cybersecurity M&A A $4.175 billion bet on owning the diagnosis, not just selling the cure. By Shashi Bellamkonda · June 20, 2026 $4.175B Combined deal value $20…
Marketing Technology · Enterprise AI A full customer data platform now ships inside the lakehouse. Convincing marketers to use it is a separate problem. By Shash…
Enterprise AI A government order pulled Anthropic's most powerful model offline days after launch. The benchmarks that crowned it the model to beat are stil…
Reference A plain guide to the companies behind modern computing: who designs each major class of chip, what they make, and what it powers. By Shashi Bellamkonda…
AI Infrastructure · Enterprise Cloud Power and water are the two constraints blocking AI infrastructure growth across the industry. Oracle has built a design fr…