Adobe Built an AI Coworker. The Question Is Who It Works For.
Field Report · Adobe Summit 2026 · Las Vegas The keynote unveiled an end-to-end agentic system. The operating model behind it is where the real work starts. By S…
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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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You Need to Leave Proprietary Infrastructure. But How Do You Actually Do It?
Infrastructure & AI SUSE just revealed how proprietary lock-in becomes a regulatory liability, and why enterprises will need orchestrated partners to escape…
ServiceNow Closed the Armis Deal Early. Now the Integration Clock Starts.
Enterprise Security · M&A Analysis A deal that was supposed to close in the second half of the year closed in April, the category leader stays on the shelf …
A Year Ago AI Traffic Was Your Worst Customer. Now It Is Your Best.
Field Analysis · Adobe Summit 2026 · Las Vegas A year ago, AI traffic to US retail sites converted 38 percent worse than humans. Last month it converted 42 perc…
Adobe Wants to Be Ready No Matter Who Visits Your Website
Field Analysis · Adobe Summit 2026 · Las Vegas CX Enterprise is not a campaign tool. It is Adobe's bet that the website visitor you plan for is no longer th…
What Adobe Workfront Users Actually Say When No One Is Selling to Them
Adobe Summit 2026 · Field Notes Shashi Bellamkonda · April 20, 2026 · Las Vegas $1.5B Adobe acquisition price, 2020 4–5 yrs Typical user tenure at mixer 20+ Team …
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The OpenClaw "Ring-a-Ding" Launch, the $240B Sovereign Cloud Backlog, and the 10x Genomics Atera Pivot
The OpenClaw "Ring-a-Ding" Launch, the $240B Sovereign Cloud Backlog, and the 10x Genomics Atera Pivot
The Connectivity Inflection: Physical AI Agents and the Sovereign Cloud shashi.co Intel Sunday, April 19, 2026 "The next trillion-dollar shift is abou…