The Capability Moat: Coforge’s $2.5B Roadmap to AI-Led Engineering
The consolidation of the mid-tier IT services market has found a new benchmark. Coforge has confirmed its acquisition of Encora, ...
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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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Nvidia’s $20B Checkmate: Absorbing Groq to Neutralize the Competition
$20 Billion for Speed: Nvidia’s Strategic Move to Own AI Inference According to reporting by Wayne Ma, Miles Kruppa, Valida Pau...
Beyond the Workflow: ServiceNow’s $7.75B Armis Acquisition Redefines Cyber Exposure
ServiceNow alerted us to this news through an analyst note. According to the note and their press release via BusinessWire , S...
Sovereign Roots, Global Reach: Assessing Gnani.ai’s Enterprise Expansion
Discovered on Vacation: The "Sovereign" AI Processing 10 Million Calls a Day I am currently traveling through India, taking...
The 10-Minute Surprise: Why I Envy India's Quick Commerce
The 10-Minute Surprise: Why I Envy India’s Quick Commerce Landing in Hyderabad, I have been struck by the sheer efficiency of the loc...
Brownfield Projects Need Context: How Google Conductor Fixes AI Coding's Biggest Gap
Stop copying and pasting code into chat windows. Google just released Conductor for Gemini CLI , and it changes how we use AI for software...
A degree takes four years. AI updates every four weeks. Something had to give.
The $2.5B Skills Race: Why Coursera and Udemy Had to Merge Education is a noble cause, but in the AI era, it has become a survival ...