Blackline Safety Goes Private: What Francisco Partners Is Really Buying
M&A Analysis · Industrial Technology · April 2026 The $850 million deal is not about gas detection hardware. It is about a 126% net d…
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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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The Millisecond Moat: Uber and the Custom Silicon Shift
40M+ Daily Trips 30% Cost Efficiency 4th Gen Graviton 3.0 Trainium Pilot R eal time matching at forty million trips per day hits a hardware ceiling that software alone …
NVIDIA's AITune Bets That Most Companies Are Running Their AI Models Wrong
55% of AI infrastructure spend is now inference (up from 33% in 2023) 4 backends AITune evaluates — TensorRT, Torch-TensorRT, TorchAO, Torch Inductor v1 First relea…
CRM's Real Problem Is Not the Software. It's What Gets Entered Into It.
CRM Technology / Sales Intelligence / Mid-Market Software On a Friday evening walk I sat down and read three LinkedIn posts from SugarCRM's leadership. …
Stop Treating Your Customers Like Filing Cabinets
Stop Treating Your Customers Like Filing Cabinets 216% Conversion Lift 40% Revenue Share 81% Exit Risk 75% Planning Reduction I recently saw a post from Jessica Hawk, C…
Indexed Is Not Reached: What EFF's Exit From X Tells Enterprise Communicators
Platform Strategy / April 10, 2026 Indexed Is Not Reached What the Electronic Frontier Foundation 's exit from X after nearly 20 years reveals about the pla…
CoreWeave's $87 Billion Bet: Infrastructure for the Inference Economy
AI Infrastructure / Cloud Strategy A $21 billion Meta expansion lands on a balance sheet already carrying $21 billion in long-term debt. The company is not pr…