Google's Vision Banana Shows That Image Generators Already Know How to See
AI Infrastructure · Research Analysis Google's image generator passed computer vision benchmarks it was never trained to pass. The enterprise software indus…
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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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Adobe's Real Problem Is Not AI. It Is That Nobody Explained What Adobe Actually Sells
Investor Relations · Enterprise Narrative Strategy Record revenue. Record cash flow. A stock down 60 percent. Adobe's crisis is not competitive — it is comm…
When AI Leaves the Cloud and Walks Into Your Factory
AI Infrastructure NVIDIA and Google Cloud moved their decade-long chip partnership into factories, hospitals, and secure government facilities this week. Here i…
The Content Supply Chain Has an Operating Layer Now. Adobe Wants to Own It.
5× Content Demand Growth vs. Production Capacity 50+ Active Channels Adobe's Own Marketing Team Runs 850M+ Knowledge Workers Adobe Targets with Express $23.8B Adobe …
From the AI Factory to the Factory Floor, SUSE Wants to Own the Stack
Enterprise Infrastructure · SUSECON 2026 Analysis SUSECON happened while I was in Las Vegas covering Adobe Summit. Coming up for air, here is what SUSE announce…