Your Brand Is Already in the AI Answer. The Question Is Whether You Put It There.
AI Infrastructure · Brand Visibility Most enterprise brands believe they have made deliberate choices about AI crawler access. Most have made no effective choic…
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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 Inference Bill Is Coming. XTX Already Paid It.
AI Infrastructure · Enterprise Strategy Most enterprises can't answer the one question that will define their AI margin story. A London-based trading firm a…
Csquare's IPO Filing Is a Data Point About the Entire AI Infrastructure Market, Not Just One Company
Physical Infrastructure · Capital Markets A Brookfield-backed colocation operator with 80 data centers just filed confidentially for a U.S. IPO. The filing is l…
The $23 Billion Backlog Nobody Can Name
AI Infrastructure · Data Centers Applied Digital just signed a $7.5 billion lease with a hyperscaler that won't be named. The anonymity isn't incidental…
Your CMO and CRO Have Been Arguing About Numbers That Were Never Designed to Agree
Revenue Technology · Acquisition Analysis Lative's acquisition of Mperativ joins marketing attribution to sales capacity planning on one data model. The ben…
Your Finance Team Will Love DeepSeek V4. Your Compliance Team Has Questions.
Analysis 5 min April 24, 2026 Enterprise AI DeepSeek V4 is open-source, a million-token context window, and costs $0.14 per million tokens to run. You can add guar…