The Water Number Your Provider Publishes Cannot Tell You If Your Site Runs Dry
Physical Infrastructure A company-wide water figure, offset by credits purchased in a different watershed, tells a chief information officer almost nothing abou…
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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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Apple Locked Six Years of Broadcom Connectivity Supply While Everyone Bid on Compute
Semiconductors · Supply Chain Apple is pulling modems and Wi-Fi chips in-house. Its new deal locks six years of the one radio component it cannot make, at a vol…
Why a First-Timer Is Excited About Black Hat in a Year AI Won't Slow Down
Enterprise Security A conference where researchers hand you next year's problems a year early. This is my first Black Hat, and it arrives in a year when the…
Digital Product Passports Force IT Convergence: Assent Acquires iPoint To Bridge Procurement and Engineering
Enterprise Architecture Compliance moves from supplier risk logs to atomic-level material intelligence as new regulatory frameworks redefine enterprise data req…
SocketLabs Routed Around Every Sender. Now Infobip Owns It.
Enterprise Infrastructure A provider-agnostic orchestration layer just became part of a company that sends email. The value was the neutrality. By Shashi Bellamk…
AWS and Cisco tested nine RAG systems and the benchmark you trust missed most of the answer
Enterprise AI · Retrieval A system that finds the right answer and then leaves half of it out is passing every test you were shown. By Shashi Bellamkonda · July …
A Midtown Tower Nearly Failed. The Sensors That Could Have Caught It Already Exist.
Physical AI · Edge Infrastructure A near-collapse in Midtown was caught by human eyes at the one hour humans were watching. The building had no way to speak for…
Barracuda Acquires Evo Security, Adding Privileged Access Management to BarracudaONE
Identity Security · Channel Strategy Barracuda now owns privileged access management through Evo Security. Two groups of managed service providers …