The Pioneer's Education Tax: From CCNow Buttons to India’s UPI Revolution
2001 The Era of Manual HTML Buttons 250B Annual UPI Transactions (As of 2025) Zero Friction: The Modern Global Target The Front Lines of the Hand-Coded Economy In 200…
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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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Building an Industrial Edge: Why SUSE’s Acquisition of Losant Changes the Game
The Story: From Plumbing to the Power Grid For decades, the "Industrial Edge" was a place of silence and isolation. Imagine a massive manufactu…
Zoho Vertical Transformation: How Co-Creation is Redefining the Enterprise Stack
The enterprise software landscape is undergoing a fundamental shift from horizontal flexibility to vertical depth. At Zoho Day 2026, the roadmap presented focu…
Paymentus: The Infrastructure Behind the Non-Discretionary Economy
Paymentus (NYSE: PAY) has quietly become the connective tissue for how we pay for our most essential services. While consumer-facing fintechs often ch…
Pure Storage becomes Everpure: A Pivot from Passive Hardware to Semantic Data Intelligence
Independent Analysis: Tech, AI, & Strategy · Shashi Bellamkonda Enterprise Infrastructure · AI Strategy Pure Storage becomes Everpure :A "Good to Great&quo…
Twilio’s Great Pivot: The Year the Pipes Found a Brain
For a decade, Twilio was the world's most reliable plumber. If you needed an SMS sent or a voice call routed, you used their pipes. It was a "growth-a…
February Talking Headless Show: Why Analyst Relations is the Heart of Your Strategy
Analyst Relations (AR) is so much more than just check-ins and slide decks—it is where the magic happens! It is the vibrant center where market perception, pro…