Cloudflare Is Not Collecting Open Source Projects. It Is Building a Stack.
Developer Platform · Enterprise Strategy Every open source pledge Cloudflare made about VoidZero is probably sincere, and a CTO should be asking a different que…
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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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Nine Customers Told the Same Story at Creatio's No-Code Days. It Was About Gravity.
Enterprise Software · Event Recap Creatio put nine customers on stage in Orlando instead of a product demo. The stories answered the questions buyers actually a…
Graviton5 and the Nitro Isolation Engine: What the Architecture Shift Means for Enterprise AI Infrastructure
Cloud Infrastructure · Enterprise Compute AWS Graviton5 doubles core count and introduces a hypervisor whose security properties are mathematically proven, not …
Databricks Just Open-Sourced the Layer That Sits Above Your Coding Agents
Enterprise AI Infrastructure A weekend open-source launch, two days ahead of a keynote, raises the question of who controls the layer above your coding agent…
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Google Publishes a Plain-Text Format for Feeding AI Agents Company Knowledge
Google Publishes a Plain-Text Format for Feeding AI Agents Company Knowledge
Data Infrastructure A new specification for describing company data to AI agents, published as plain text files. By Shashi Bellamkonda · June 12, 2026 v0.1 OKF rel…
The AI Price War Just Made Model Choice a Board-Level Decision
Enterprise AI Strategy AI is getting cheap fast. That sounds like good news. For the leaders signing the checks, it is also a warning sign. By Shashi …
Google and UC San Diego Are Turning 2,000 Old Pixels Into a University Computer
Infrastructure & Sustainability A new project wants to give old phones a second life as a university computer. By Shashi Bellamkonda · June 13, 2026 2,0…
BREAKING: National Security Export Controls Force Anthropic to Disable Claude Fable 5 and Mythos 5 Globally
Breaking News Analysis The transition from commercial enterprise software to strictly guarded national infrastructure became absolute this evening when federal …