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…
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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 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 …
Dynatrace Q3 FY26: The Pivot from Observability to Agentic Guardianship
The Reliability Gap in Autonomous Operations The conversation around AI in IT operations often skips a critical step: trust. We have moved rapidly from simple m…