Owning the Stack Was Always Zoho's Bet. AI Just Made It Obvious.
Control the infrastructure or rent it. The AI cost era is making that choice consequential. AI Infrastructure / Enterprise Software Anthropic is exploring buil…
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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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Andy Jassy's 2025 Letter Is Not an Annual Report. It Is an Infrastructure Doctrine.
Enterprise Strategy / Amazon Jassy opens with a story about wanting to be a sportscaster. The letter closes with a $200 billion capital expenditure commitment…
Cisco Acquires Galileo: When Observability and Security Become the Same Problem
Acquisition Analysis | Enterprise AI Infrastructure Shashi Bellamkonda | April 9, 2026 | shashi.co $68M Galileo total funding raised 834% Revenue growth since J…
Oracle Built 22 Agentic Workspaces. The Number Is the Wrong Thing to Focus On.
Enterprise Infrastructure • AI Database Oracle tiered its database availability into Gold, Platinum, and Diamond. Two of those tiers are available today. One re…
Oracle's Database Gets a New Ceiling. The Floor Was Already High.
--> Enterprise Infrastructure • AI Database Oracle's Maximum Availability Architecture has five tiers: Bronze, Silver, Gold, Platinum, and Diamond. Fou…
ServiceNow Ends the Sidecar Era: Context Engine, Build Agent Skills, and a New Commercial Bet
Analyst Commentary 7 minutes 2026-04-09 Enterprise AI Platforms | Analyst Commentary The April 9 announcements are not a feature release. They are a structural r…