The "Intel Inside" of Enterprise AI: Why Cohere is Winning the Quiet War
March 22, 2026 | Analysis by Shashi Bellamkonda Research note: This analysis is based entirely on publicly available sources including investor memos,…
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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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Chris Anderson Saw the Drone World Coming. The Rest of Us Are Just Catching Up.
I first met Chris Anderson at Pop Tech. Later, we invited him to keynote the Network Solutions Grow Smart Business conference, and I had the chance to visit hi…
The Intelligence: The C5i Data Pivot, the 33% Interceptor Burn, and the "Vera Rubin" Reality
The Industrial Inflection: Data Silos and the Munition Trap ReadyThoughts Intel Sunday, March 22, 2026 In 2026, the winner isn't who has the best ideas…
OpenAI Bought the Plumbing, Not Just the Tools
Developer Infrastructure · Open Source · AI Platforms The Astral acquisition is not about Python tooling. It is about owning the infrastructure layer that sits …
When the Chip Race Leaves Earth
Analysis · Semiconductors · Space Computing NVIDIA's Space-1 orbital computing system and Elon Musk's TERAFAB factory both launched this week. They …
Life Sciences Has Two Data Problems. C5i Just Bought the Answer to the Second One.
I met Balvinder Dang, co-founder and chief executive of Datavid, at the Progress Data Summit last year. I am genuinely pleased to see this milestone for him an…
Adobe Firefly's Custom Models and the Brand Content Supply Chain
Adobe Firefly's Custom Models and the Brand Content Supply Chain Enterprise AI · Content Supply Chain · Adobe Adding 30+ third-party models and private brand…