Dear Gemini Team: A Power User's Product Gap Analysis
You have a speed advantage. That is real and measurable. In a side-by-side comparison, Gemini returns results faster than most competitors, and on straightforw…
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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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Nvidia's $2 Billion Bet on Marvell Is About Interconnects, Not Acquisition
Semiconductor Strategy · April 1, 2026 Jensen Huang is not buying a supplier. He is locking down the data center plumbing before someone else does. $2B Nvidia sta…
Before You Deploy AI Agents, Someone Needs to Know Where Your Data Lives
Enterprise Architecture / AI Governance / Analysis Agentic AI has exposed a gap most companies quietly ignored: they do not have a current, accurate map of …
I Used NetSuite Before Oracle Bought It. The New AI Connector Service Would Have Changed Everything.
A conversation with Kim Guillon from Oracle brought this announcement to my attention, and I'll admit the topic hit closer to home than most. Before Oracl…
Who Guards the Agents? A New Market Is Forming Around AI Oversight
Enterprise AI · Governance Something broke at Meta and Amazon recently that didn't make the product press releases. Agents deployed to automate tasks w…
Seeq Bets That the Real Barrier to Industrial AI Is Expertise, Not Data
Industrial AI / Agentic Systems March 31, 2026 · By Shashi Bellamkonda 4 New Agentic Capabilities 6+ Industry Verticals Targeted Available Now In Enterprise Packa…
Enterprise AI Has a Pricing Problem. Vultr Just Made Its Move
Cloud Strategy • Enterprise AI • Analysis Shashi Bellamkonda · March 31, 2026 800+ Builders at London hackathon 33 Vultr regions, six continents Q4 2026 Next-gen NV…