Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
Infrastructure · Predictive Resilience Shashi Bellamkonda · February 27, 2026 · Data Center Insights · 6 min read 25.2% Record quarterly market share as an AI leader $…
The Zscaler Q2 fiscal 2026 results represent a pivotal shift in the cybersecurity narrative. While the financial metrics are undeniable—$3.4B in ARR with a 25%…
Voice AI · Fiscal Maturity Shashi Bellamkonda · February 2026 · Insights from SoundHound AI · 6 min read 371% Year-over-year revenue increase in 2024 $1.5B Cumulative s…
Cloud Infrastructure · AI Strategy Shashi Bellamkonda · February 26, 2026 · Insights from CoreWeave · 5 min read $5B Record annual revenue surpassed by CoreWeave in F…
Enterprise AI · Autonomous Operations Shashi Bellamkonda · February 2026 · Insights from ServiceNow · 8 min read 99% Faster incident resolution by the internal AI Spe…
The Friction of Data Movement The reality of enterprise data movement is often stark and measured in lost engineering hours. I hear from my colleagues and tech …
Independent Analysis: Tech, AI, & Strategy · Shashi Bellamkonda CPaaS · Agentic AI · Orchestration The End of Fragmented Conversations: Infobip’s AgentOS and t…