Commvault Is Not a Backup Company Anymore. The Agentic Era Made That Category Obsolete.
Enterprise AI · Data Resilience · Infrastructure Commvault's new agentic AI capabilities are a signal that enterprise software categories are blurring turfs…
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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 Agent Is the Threat: Palo Alto Networks Closes Koi Acquisition and Names a New Security Category
Cybersecurity · Enterprise AI A two-year-old Israeli startup, a $400 million exit, and a new security category that didn't have a name six months ago. By Sha…
Amazon's Satellite Acquisition Bet Is Not Really About Connectivity
Space Infrastructure & Enterprise Connectivity Amazon's $11.57 billion move to acquire Globalstar and co-sign a new Apple agreement reshapes who control…
Canva Create 2026: What Five Acquisitions in One Quarter Tell You About Where This Is Going
Conference Preview · Enterprise Marketing Technology By Shashi Bellamkonda · April 14, 2026 5 Acquisitions, Q1 2026 $3.5B 2025 Revenue 260M Monthly Users Apr 16 Hol…
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The CPU Is Not a Commodity: Intel's Ratio Argument and What It Means for Your AI Stack
The CPU Is Not a Commodity: Intel's Ratio Argument and What It Means for Your AI Stack
AI INFRASTRUCTURE · APRIL 2026 · SHASHI.CO The CPU Is Not a Commodity How rising CPU:GPU ratios are reshaping AI infrastructure planning CPU:GPU RATIO TREND EARLY G…