Apple, Google, and the AI Supply Chain
In a major shift in the generative AI ecosystem: Apple has officially selected Google Gemini to power the next generation of its Apple Foundation Models. ❖ The L…
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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.
Articles
Bridging the Gap: A Conversation with Arthur Bailey and Jon Arnold
I have often said that technology is ultimately a people business. While we spend our days analyzing architectures, APIs, and ROI models, the insights that sha…
The Faceless Economy: Is Google’s UCP the End of the Website?
According to the latest Google Cloud analysis , we have entered the era of Agentic Commerce. This isn't just a new tool; it is a fundamental rewiring of how…
The Cloud Is Dead: Why India's V2V Mandate Signals the End of Centralized Car Intelligence
When Cars Stop Phoning Home: India’s V2V Mandate and the Edge Cloud Reality By Shashi Bellamkonda | Principal Research Director Reports from The Economic Times (…
The 10-Minute Maid: Snabbit, Urban Company, and the Latency War in Indian Homes
January 9, 2026 — The "quick commerce" habit has officially leapt from groceries to human services. According to market data reported by Business Stan…
Snowflake's Bet on Observability: Can Architecture Beat Incumbents?
On January 8, 2026, Snowflake announced its acquisition of Observe, a San Mateo-based observability platform. The deal targets the "AI SRE" (Site Re…
Operations as a Moat: Why IndiGo Rules India's Skies
According to December 2025 data from the Directorate General of Civil Aviation (DGCA), India’s skies are now a confirmed duopoly. IndiGo and the Tata-owned Air…