The Oil Major Is Now Your Cloud Provider's Power Company
AI Infrastructure A 20-year natural gas contract for 2.67 gigawatts rewrites the energy supply model for AI data centers, and tests how far Microsoft will go to…
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Independent Analysis: AI, SaaS, and Revenue Growth Strategy
Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
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Workforce Planning and Customer Interactions Now Run on One Model in Dynamics 365
Customer Experience · Workforce Management · Enterprise AI Contact center AI has worked for years. Microsoft just unified the management layer that kept it oper…
Stagwell Bought a Full Page in the Wall Street Journal and Still Said Nothing
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: …
Your OT Security Audit Just Got a Conflict of Interest
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…
Databricks Built the Data Layer Marketers Need. Now It Has to Convince Them to Show Up.
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…
Two AI Models Stopped Answering This Month. Only One Came Back.
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…
The Chip Stack Has Never Been Wider, or Narrower
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…