Microsoft's Azure Hiring Freeze Is a Margin Problem, Not a Calendar Problem
Microsoft has frozen new hiring across its Azure cloud and North American sales divisions. The company's instinct is to frame this as routine fiscal year-e…
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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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RSAC 2026 Ended. Here Are the Vendors the Big Announcements Buried.
Last week I covered five vendors making moves at RSA Conference 2026 that the major security suite announcements were drowning out. The response prompted a log…
Booz Allen's Vellox: What It Means When a Defense Contractor Builds an AI-Native Cyber Product Suite
Most of the RSAC 2026 coverage has focused on pure-play cybersecurity vendors. Booz Allen Hamilton deserves a separate look, because what it brought to the Mos…
Your Personal Computer Is Already an Agentic Browsing Lab
Agentic browsing shifts the human role from operator to supervisor. Image: Adobe Firefly. T wo major artificial intelligence tools now sit quietly inside your Ch…
Reflection AI and the Open Model as Infrastructure Play
Enterprise AI · March 26, 2026 A two-year-old startup with no public model and 60 employees is now valued at $25 billion. The fundraise is the least interesti…
Everyone Is Racing to Own the Chip. Here Is Why That Changes Everything.
March 26, 2026 Japan consolidates. Tesla builds a fab. The Gulf buys compute access. Zoho owns its servers. The pattern is the same everywhere. Over the past few…
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…