Harvey's Multi-Model Bet Gives Mistral a Legal Foothold, and Raises a Sovereignty Question
Analysis 5 min 2026-05-26 Analysis Mistral brings something to Harvey's platform that Anthropic and OpenAI cannot: the option to run inference on a client'…
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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 AI That Remembers You Is Also a Liability You Haven't Priced
Analysis Persistent memory makes LLMs more useful and more dangerous at the same time. Most enterprises haven't decided which concern comes first. By Shashi …
The Xiaomi Stack: When the Phone Knows the Model and Makes the Chip
Analysis A hardware company that designs its own chip, trains its own model, and ships both on the same device has crossed into platform territory. The procurem…
Modal Is Not a GPU Cloud. It Is the Floor Your AI Agents Are Running On.
Analysis Modal just raised $355 million at a $4.65 billion valuation on $300 million in annualized revenue. More than a third of that revenue is not from GPU co…
Schwab Already Solved This. So Why Are Retail Investors Routing Around It?
Analysis · Financial Services AI Schwab Intelligent Portfolios and Fidelity Go already deliver algorithmic investing inside a regulated, fiduciary structure. LL…
Cisco's WAN Research Says the Internet Wasn't Built for Agents
Infrastructure Analysis With Cisco Live Las Vegas a week away, the company's new WAN research measures what most enterprises haven't modeled yet: agenti…