When the Chip Race Leaves Earth
Analysis · Semiconductors · Space Computing NVIDIA's Space-1 orbital computing system and Elon Musk's TERAFAB factory both launched this week. They …
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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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Life Sciences Has Two Data Problems. C5i Just Bought the Answer to the Second One.
I met Balvinder Dang, co-founder and chief executive of Datavid, at the Progress Data Summit last year. I am genuinely pleased to see this milestone for him an…
Adobe Firefly's Custom Models and the Brand Content Supply Chain
Adobe Firefly's Custom Models and the Brand Content Supply Chain Enterprise AI · Content Supply Chain · Adobe Adding 30+ third-party models and private brand…
GPS Was Built as a Weapon. Now It Is a Vulnerability.
The Global Positioning System was not built for your phone. It was built so a nuclear-armed submarine could know exactly where it was before it fired. The…
Your Highest Token Spenders Might Be Your Best People
Enterprise AI / Technology Strategy The Wall Street Journal this week covered companies scrambling to control AI token spend. Buried in the same article is a fi…
Tencent's 2025 Results Show AI Working as a Performance Multiplier, Not a Separate Bet
Tencent's 2025 Results Show AI Working as a Performance Multiplier, Not a Separate Bet Shashi.co Enterprise Technology Analysis Global AI · Earnings Analysis S…
Nokia's Platform Bet: Why Application-Optimized Optics Is a Manufacturing Strategy, Not a Product Launch
At this week’s Optical Fiber Communication (OFC) Conference in Los Angeles, Nokia unveiled a new portfolio of application-optimized coherent transport solution…
The Intelligence : The 86% Attrition Milestone, the GTC "Vera Rubin" Launch, and the $111 Oil Shock
The Strategic Pivot: Operational Dominance and the "Vera Rubin" Inflection Intelligence Brief Thursday, March 19, 2026 The global landscape is cu…
Snowflake Launches Project SnowWork, an AI Platform That Does the Work for Business Users
Snowflake enters the agentic AI race with a desktop platform that turns governed enterprise data into finished business deliverables. The 9,100 AI accounts it…
Kaltura Acquires PathFactory: The Intelligence Layer That Video Platforms Have Been Missing
Enterprise Technology Shashi Bellamkonda · March 18, 2026 · 5 min read Enterprise video platforms have always been good at telling you what people wa…