Nvidia's Poolside License Puts 109 Engineers Inside Its Chip Stack
AI Infrastructure Poolside's letter to investors says this is not an acquisition. It is a license, a stake, and 109 job offers, a shape that fills the top r…
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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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YMTC Files for $4.9 Billion IPO While Washington Can't Decide What to Call It
Compute & Hardware A Wuhan chipmaker's public offering lands the same season its U.S. military designation reverses for the third time in two yea…
1Password Aims to Close the Standing-Access Gap Agents Keep Leaving Open
IDENTITY SECURITY 1Password is focusing on eliminating standing access rather than adding another management layer. Whether the products close the gap depends o…
Google Cloud Puts Spark's Failure Diagnosis Inside the Console
Cloud / Data Engineering Gemini Cloud Assist reads Spark stack traces and writes the fix, moving debugging out of the log file and into the console. By Shashi Be…
NVIDIA's AVO Harness Turns Claude Opus 5's 30 Percent Into a Perfect Score
Agentic AI NVIDIA's AVO agent architecture, first built to speed up GPU code, wrapped around Claude Opus 5 and turned a 30 percent benchmark score into a pe…
OSWorld 2.0 Shows AI Agents Still Break on Long Tasks
Computer Use Agents A harder test showed that AI agents controlling a computer still fall apart on tasks longer than a few dozen steps. By Shashi Bell…
Starcloud's $2.3 Billion Valuation Rests on a Chip That Isn't Built and a Rocket That Isn't Flying
Space Compute Nvidia and Cisco backed a company betting billions that orbital compute works before the hardware or the rockets are ready. By Shashi Bellamkonda ·…
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Stanford's RegLab Turns AI Loose on America's 3 Billion Words of Law
Stanford's RegLab Turns AI Loose on America's 3 Billion Words of Law
Government & Regulation A Stanford lab pointed AI at every federal, state, and municipal statute on the books. The audit it ran on government is the audit w…