SentinelOne at RSA 2026: Betting on Both Ends of the Market
March 26, 2026 | Shashi Bellamkonda Six announcements in three days. A new executive. A threat report. Following RSA 2026, SentinelOne's week of announcem…
Browse
Independent Analysis: AI, SaaS, and Revenue Growth Strategy
Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
Articles
The Grid Is the New Bottleneck for AI
Infrastructure · AI March 24, 2026 NVIDIA and Emerald AI just told the energy industry something the tech world already knew: you cannot scale AI without rethink…
The Brand Nobody in Tech Was Watching
Analysis / Brand Strategy Danone's acquisition of Huel closes a chapter on one of the most disciplined creator-led brand builds of the past decade. The te…
Every Hardware Company Is Now Has to be a Security Company
The Lock Is Not the Problem Cisco figured something out years ago. The best place to watch what is happening inside an enterprise is the network. So Cisco stop…
The Same Answer Every Time Using AI: A Conversation with Taisa Noetzold of Chata.ai
Chata.ai platform interface. Image: Chata.ai By Shashi Bellamkonda | March 25, 2026 | shashi.co The AI analytics market has a credibility problem. Most tools…
Tracking the Under-the-Radar AI Security Drops from RSAC 2026
Tracking the news out of the Moscone Center this week, the major security suites are making the most noise. But looking closely at the vendor landscape for Inf…
NTT's 4 Gigawatt Bet Is a Capital Structure Story, Not a Capacity Story
Enterprise Infrastructure · March 25, 2026 NTT Global Data Centers announced it is working to double its capacity to 4 gigawatts through 34 active projects with…