Smartsheet's Free Commenting Move Is a Private Equity Bet, Not a Pricing Tweak
Enterprise Software · Collaborative Work Management Smartsheet's Contributor seat makes commenting and attachments free across all user model plans. The rea…
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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 Lesson from the 2000s That AI Hype Is Trying to Make You Forget
Enterprise Software · Market Analysis The stock market is pricing enterprise SaaS as though ChatGPT is the replacement. The 2000s already ran that experiment. By…
Nokia Is Choosing Its Future. The FWA Sale Is the First Proof.
Analysis 6 minutes 2026-05-03 Enterprise Network Strategy Nokia handed off a $200M revenue business for $20M in equity. Understanding what that price gap reveals a…
Every Home Will Be Its Own Data Center
May 2026 AMD showed off its Ryzen AI Halo Mini PC the other day. Box is maybe the size of a thick book. 128 GB unified memory. Runs 200 billion parameter models…
I Pay for Five AI Models. Here Is What Actually Works.
I pay for five AI models. Claude Pro, Gemini Pro, Amazon Quick Plus, Grok (through X Pro), and access to GPT-5.5 and others through Abacus AI's router LLM.…
NVIDIA Just Made Video AI Dramatically Cheaper. Here's Why That Matters.
Independent Analysis · AI Infrastructure · Enterprise AI By Shashi Bellamkonda You know how AI-generated images always misspell words on signs? "Restuarant.…
Amazon Ads 101: What the $17 Billion Quarter Means for Every Marketer Who Thought It Was Just for Amazon Sellers
Marketing Technology · Retail Media Amazon's advertising business posted $17.2 billion in a single quarter. Most marketers still think of it as a tool for b…