Bridging the Gap: A Conversation with Arthur Bailey and Jon Arnold
I have often said that technology is ultimately a people business. While we spend our days analyzing architectures, APIs, and ROI models, the insights that sha…
Latest Analysis
The Faceless Economy: Is Google’s UCP the End of the Website?
According to the latest Google Cloud analysis , we have entered the era of Agentic Commerce. This isn't just a new tool; it is a fundamental rewiring of how…
The Cloud Is Dead: Why India's V2V Mandate Signals the End of Centralized Car Intelligence
When Cars Stop Phoning Home: India’s V2V Mandate and the Edge Cloud Reality By Shashi Bellamkonda | Principal Research Director Reports from The Economic Times (…
The 10-Minute Maid: Snabbit, Urban Company, and the Latency War in Indian Homes
January 9, 2026 — The "quick commerce" habit has officially leapt from groceries to human services. According to market data reported by Business Stan…
Snowflake's Bet on Observability: Can Architecture Beat Incumbents?
On January 8, 2026, Snowflake announced its acquisition of Observe, a San Mateo-based observability platform. The deal targets the "AI SRE" (Site Re…
Operations as a Moat: Why IndiGo Rules India's Skies
According to December 2025 data from the Directorate General of Civil Aviation (DGCA), India’s skies are now a confirmed duopoly. IndiGo and the Tata-owned Air…
Velocity at Scale: Decoding UPI’s Record 21.6 Billion Transaction Month
According to data released by the National Payments Corporation of India (NPCI) on January 1, 2026, the Unified Payments Interface (UPI) has reset the global b…
The Mobile Billion: India's Broadband Milestone and the Infrastructure Shift
The Mobile Billion: India's Broadband Milestone and the Infrastructure Shift According to data released by the Telecom Regulatory Authority of India (TRAI) …
Consolidating the Agentic Layer: Meta Acquires Research Startup Manus
Agentic Capability Meets Scale: Assessing Meta’s Acquisition of Manus By Shashi Bellamkonda Principal Research Director, Info-Tech Research Group Dec 30, 2025 Mark…
The Capability Moat: Coforge’s $2.5B Roadmap to AI-Led Engineering
The consolidation of the mid-tier IT services market has found a new benchmark. Coforge has confirmed its acquisition of Encora, a move that projects the combi…
Nvidia’s $20B Checkmate: Absorbing Groq to Neutralize the Competition
$20 Billion for Speed: Nvidia’s Strategic Move to Own AI Inference According to reporting by Wayne Ma, Miles Kruppa, Valida Pau, and Katie Roof at The Informati…
Beyond the Workflow: ServiceNow’s $7.75B Armis Acquisition Redefines Cyber Exposure
ServiceNow alerted us to this news through an analyst note. According to the note and their press release via BusinessWire , ServiceNow has entered a definitive…
Sovereign Roots, Global Reach: Assessing Gnani.ai’s Enterprise Expansion
Discovered on Vacation: The "Sovereign" AI Processing 10 Million Calls a Day I am currently traveling through India, taking a brief pause from the dai…
The 10-Minute Surprise: Why I Envy India's Quick Commerce
The 10-Minute Surprise: Why I Envy India’s Quick Commerce Landing in Hyderabad, I have been struck by the sheer efficiency of the local delivery ecosystem. We p…
Brownfield Projects Need Context: How Google Conductor Fixes AI Coding's Biggest Gap
Stop copying and pasting code into chat windows. Google just released Conductor for Gemini CLI , and it changes how we use AI for software development. The follo…