Meta and AMD Partner for Longterm AI Infrastructure Agreement
The announcement today of a multi-year, multi-generation agreement between Meta and AMD signals a significant shift in the physics of AI scaling. This is not a…
Latest Analysis
Workday FY26 Results: The Return of Aneel Bhusri and the Agentic Pivot
The fiscal year 2026 earnings report from Workday marks a significant strategic pivot, underscored by the recent return of co-founder Aneel Bhusri to the CEO r…
Dave Rhodes Takes the Helm at Verint Following Acquisition by Thoma Bravo
Analyst Relations · Market Strategy The Unified Force in CX Automation: Verint and Calabrio Shashi Bellamkonda · February 24, 2026 · 8 min read $2 B Acquisition Value 30…
The "Good Enough" Trap: Why Your Search Strategy is Failing the AI Test
Independent Analysis: Tech, AI, & Strategy · Shashi Bellamkonda Search Maturity · AI Strategy Beyond Search: Architecting the Retrieval Engine for the Agentic …
Canva's Dual Acquisition: The Transition from Design Tool to Creative Operating System
Canva Acquisitions: The Algorithmic Era
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…
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…