Microsoft Moves Into OpenAI's Backyard in Texas
AI Infrastructure / Power OpenAI passed on expanding its Texas campus. Microsoft took the slot. Two of the most consequential companies in AI are now building…
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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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Huawei's 950PR: The Chip That Learned to Speak CUDA
Semiconductors / China AI ByteDance and Alibaba are placing orders for Huawei's new AI chip. The chip is not dramatically faster than its predecessor. Wha…
Google's Agent Smith and the End of the Coding Assistant Era
Enterprise AI / Agentic Systems The tool generating more than a quarter of Google's production code is not a smarter autocomplete. It is an autonomous age…
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Closing the Governance Gap: A Plain-English Guide to Airrived’s AetherClaw Announced at RSAC 2026
Closing the Governance Gap: A Plain-English Guide to Airrived’s AetherClaw Announced at RSAC 2026
Technology Analysis shashi.co Shashi Bellamkonda · March 28, 2026 · RSA Conference 2026 $6.1M Seed funding raised 2026 Emerged from stealth 4 Security domains targ…
Isara and the Bet on AI Agent Swarms: What Enterprise Technology Buyers Need to Understand
Agentic AI · Enterprise Technology · Startups OpenAI has backed a startup building software that coordinates thousands of AI agents at once. The technology is r…
Why Building Your Own AI Agents is a Trap: How Workday Sana Just Redefined Enterprise Superintelligence
Sana from Workday: The End of Fragmented AI The "Front Door" to Work: Moving Beyond Copilots For the last two years, the enterprise narrative has been …
Cloudflare at RSAC 2026: The Platform That Keeps Expanding Its Turf
shashi.co March 28, 2026 RSAC 2026 · Security Platform Analysis Cloudflare arrived at RSAC 2026 with concrete AI and Model Context Protocol security announce…