Who Guards the Agents? A New Market Is Forming Around AI Oversight
Enterprise AI · Governance Something broke at Meta and Amazon recently that didn't make the product press releases. Agents deployed to automate tasks w…
Latest Analysis
Seeq Bets That the Real Barrier to Industrial AI Is Expertise, Not Data
Industrial AI / Agentic Systems March 31, 2026 · By Shashi Bellamkonda 4 New Agentic Capabilities 6+ Industry Verticals Targeted Available Now In Enterprise Packa…
Enterprise AI Has a Pricing Problem. Vultr Just Made Its Move
Cloud Strategy • Enterprise AI • Analysis Shashi Bellamkonda · March 31, 2026 800+ Builders at London hackathon 33 Vultr regions, six continents Q4 2026 Next-gen NV…
When MDM Gets Absorbed: What the SAP-Reltio Deal Means for Customers Who Aren't SAP Shops
Ben Werth, Chief Executive Officer of Semarchy , posted a response to the SAP-Reltio acquisition announcement on LinkedIn that is worth reading in full if you …
Proofpoint Bets on Intent: What the Acuvity Acquisition Is Really Building Toward
RSA Conference 2026 / Cybersecurity Analysis 70% of orgs lack effective AI governance (Acuvity 2025) 50% expect AI-related data loss within 12 months 5 maturity phas…
Microsoft Critique and the Accuracy Problem AI Has Been Avoiding
Analyst Note · Microsoft · Enterprise AI Shashi Bellamkonda · March 31, 2026 57.4 Critique DRACO Score 13.8% Benchmark Improvement 3.3% Copilot Seat Adoption Rate T h…
Arm Bets on Silicon: The AGI CPU and the CPU Renaissance Agentic AI Is Forcing
AI Infrastructure / Hardware Strategy Arm has spent three decades selling chip designs to partners who built the hardware. Now it is building the hardware its…