The Case for "Cisco Inside": Reclaiming the AI Narrative from the Silicon Layer
The market is currently missing the most important story in technology because it is looking at the wrong layer of the stack. Investors are obsessed with the &q…
Latest Analysis
Modernizing Corporate Real Estate: Beyond the Desk-Booking Utility
The Strategic Shift in Workplace Modernization Research Analysis • By Shashi Bellamkonda Corporate real estate has historically been defined by its perm…
The Sovereign Stack: Why Cloudera's FY26 Results Signal the End of 'Cloud First'
The Rise of the Sovereign Stack For the better part of a decade, the enterprise technology narrative has been dominated by a single, overwhelming mandate: "…
Strategic Brief: Agentic AI Disrupts Billing, Alphabet’s 100-Year Bet, and The $5.3B Video Frontier
Intelligence Brief. Today’s scan captures a defining moment in the AI transition: the shift from "chatbot curiosity" to "structural disruption.&…
Nebius Group NV Acquires Tavily to Consolidate Agentic Search Infrastructure
The Industrialization of Agentic Search Published on February 10, 2026 by Shashi Bellamkonda Executive Summary: The acquisition of Tavily by Nebius G…
The Physics Gap: Why Neara’s $60M Raise Signals a Shift from "Building New" to "Sweating Assets
Nice to hear news from Australian startups. It reminds me of my connection a few months ago with Brittany Fox of Nevam —I am still looking forward to hea…
Strategic Brief: Anthropic’s $20B War Chest,Adobe’s Industrial Super Bowl, and TCS’s New Driver
Welcome. Today’s intelligence scan captures a market in aggressive transition. While the Super Bowl airwaves were flooded with AI promises, the real action is …