The Three Biggest AI Labs Just Agreed on Something. That Should Make You Think.
Enterprise AI / Governance Three companies that compete for the same customers and the same talent just decided to cooperate. The reason tells you something i…
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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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The Brainwashed Assistant: Why AI Memory is a Management Liability
0 Human Warning PERM Persistence V2.1.50 Required Update T rust is the most valuable currency we give to AI tools today. We ask agents like Anthropic’s Claude Co…
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,…
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 …