Your Highest Token Spenders Might Be Your Best People
Enterprise AI / Technology Strategy The Wall Street Journal this week covered companies scrambling to control AI token spend. Buried in the same article is a fi…
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Tencent's 2025 Results Show AI Working as a Performance Multiplier, Not a Separate Bet
Tencent's 2025 Results Show AI Working as a Performance Multiplier, Not a Separate Bet Shashi.co Enterprise Technology Analysis Global AI · Earnings Analysis S…
Nokia's Platform Bet: Why Application-Optimized Optics Is a Manufacturing Strategy, Not a Product Launch
At this week’s Optical Fiber Communication (OFC) Conference in Los Angeles, Nokia unveiled a new portfolio of application-optimized coherent transport solution…
The Intelligence : The 86% Attrition Milestone, the GTC "Vera Rubin" Launch, and the $111 Oil Shock
The Strategic Pivot: Operational Dominance and the "Vera Rubin" Inflection Intelligence Brief Thursday, March 19, 2026 The global landscape is cu…
Snowflake Launches Project SnowWork, an AI Platform That Does the Work for Business Users
Snowflake enters the agentic AI race with a desktop platform that turns governed enterprise data into finished business deliverables. The 9,100 AI accounts it…
Kaltura Acquires PathFactory: The Intelligence Layer That Video Platforms Have Been Missing
Enterprise Technology Shashi Bellamkonda · March 18, 2026 · 5 min read Enterprise video platforms have always been good at telling you what people wa…
Avaya Nexus: Two Platform Bets and the Question Behind the Announcement
On March 18, 2026, Avaya announced Avaya Nexus, a mission-critical voice platform built for regulated and high-security environments including government agenc…