Velocity at Scale: Decoding UPI’s Record 21.6 Billion Transaction Month
According to data released by the National Payments Corporation of India (NPCI) on January 1, 2026, the Unified Payments Interfa...
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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 Mobile Billion: India's Broadband Milestone and the Infrastructure Shift
The Mobile Billion: India's Broadband Milestone and the Infrastructure Shift According to data released by the Telecom Regulat...
Consolidating the Agentic Layer: Meta Acquires Research Startup Manus
Agentic Capability Meets Scale: Assessing Meta’s Acquisition of Manus By Shashi Bellamkonda Principal Research Director, Info-Te...
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, ...
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...