Anthropic Built a Model Too Dangerous to Release. Then It Called Cisco.
AI Security · Enterprise Anthropic built something so capable at finding security flaws that they decided not to release it. Instead, they called Cisco, Google,…
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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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Canva's Long Game: From Design Tool to Enterprise Platform
Marketing Technology · Enterprise Strategy Shashi Bellamkonda · April 2026 · Analysis · 6 min read $3.5B Reported 2025 revenue, annualized run rate estimated above $4…
The Model Menu Is Getting Crowded. That's the Point.
AI Strategy · April 7, 2026 Falcon Perception 600M parameters · beats SAM 3 on spatial tasks Meta EUPE 6.8ms on-device · iPhone 15 Pro CPU Falcon OCR variant 300M param…
The Internet Built the Pipe Last. AI Is Building It First.
This Time, the Pipes Come First shashi.co · Enterprise AI · Infrastructure This Time, the Pipes Come First Anthropic's multi-gigawatt compute deal with Go…
Cloudflare Built a CMS in Two Months. Imagine What That Means for Software
Cloudflare EmDash: A New CMS or a Platform Play? Developer Platform / Content Management 40% of all websites run on WordPress 96% of WordPress security issues tied …
Veeam Agent Commander: When Backup Becomes the AI Control Plane
Enterprise AI · Data Resilience · Security Every AI governance platform on the market can detect a problem. Veeam Agent Commander is the first one built to undo…