The AI Coding Land Grab Has a Hidden Trap for Enterprise Buyers
Enterprise AI · Software Engineering Factory just raised $150 million. Cursor may be closing a round that values it near $50 billion. Your engineering teams are…
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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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Everyone Has a Different Adobe in Their Head
Pre-Summit Research · Adobe Summit 2026 · Las Vegas Before I walk into Summit for the first time, I wanted to know which Adobe I am actually showing up to see. …
NVIDIA Just Made AI the Operating System of Quantum Machines
Enterprise AI · Quantum Infrastructure NVIDIA's Ising model family puts AI at the control plane of quantum hardware. The technology story is real. The platf…
AWS Is Building a Lab. The Cloud Just Got a Wet Floor.
Cloud Infrastructure · Life Sciences AI Amazon's new drug discovery platform doesn't just run models. It dispatches molecules to a physical lab and wait…
The Dethroning of the Search Behemoth: Why Meta is Overtaking Google in 2026
Digital Advertising · Platform Strategy Advertisers spent twenty years chasing the search query. The query is now the consolation prize. By Shashi Bellamkonda · …
The AI Vendor You Can't Leave Is the One You Didn't See Coming
Enterprise AI · Market Structure The operational messiness that deters AI vendors from a market is the same force that locks buyers in once they've chosen. …