Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
Enterprise AI · March 2026 AI applications are being probed by autonomous hacking agents right now. Wiz, now part of Google Cloud, has announced products that…
March 22, 2026 | Analysis by Shashi Bellamkonda Research note: This analysis is based entirely on publicly available sources including investor memos,…
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 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…
Developer Infrastructure · Open Source · AI Platforms The Astral acquisition is not about Python tooling. It is about owning the infrastructure layer that sits …
Analysis · Semiconductors · Space Computing NVIDIA's Space-1 orbital computing system and Elon Musk's TERAFAB factory both launched this week. They …
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…