Sovereign AI: Why Owning the Algorithms is the New National Security
By Shashi Bellamkonda| Geopolitical Tech Analysis The Geopolitical Risk That Spans the Supply Chain We spent a decade arguing about data residency: making sure o…
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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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Claude Opus 4.5: First Model to Break 80% on SWE-Bench
On November 24, 2025, Anthropic released Claude Opus 4.5, becoming the first language model to exceed 80% accuracy on SWE-Bench Verified—a respected benchmark …
Icertis Buys Dioptra: AI Contracts Get Smarter
Icertis acquired Dioptra, an AI company focused on playbook-driven, pre-signature contract review and accuracy. Icertis positions this as a step toward more au…
Ooma's Acquisition Strategy: Exploiting the Service Provider Trap
Ooma's Acquisition Strategy: Exploiting the Service Provider Trap Analysis of Ooma's Acquisition of Phone.com The Most Expensive Customer is the New One I…
ServiceNow is Not Building a CRM: It's Building the System of Action
The CRM Problem Isn't Data. It's Seven Logins. Let's be real about Customer Relationship Management today. The core problem isn't that you don&#…
The New Conversion Currency: Why AI Search Forces a Complete Metric Rethink
The New Conversion Currency: Why AI Search Forces a Complete Metric Rethink By Shashi Bellamkonda| Based on research from Seer Interactive (Authors: Nick Haigle…
The Real Business Value in GrubMarket’s Procurant Acquisition: Owning the Transactional Backbone
Food software doesn't get the attention it should. A lot of problems can be solved with AI and transactional software. GrubMarket’s acquisition of Procurant…