Oracle Built 22 Agentic Workspaces. The Number Is the Wrong Thing to Focus On.
Enterprise Infrastructure • AI Database Oracle tiered its database availability into Gold, Platinum, and Diamond. Two of those tiers are available today. One re…
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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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Oracle's Database Gets a New Ceiling. The Floor Was Already High.
--> Enterprise Infrastructure • AI Database Oracle's Maximum Availability Architecture has five tiers: Bronze, Silver, Gold, Platinum, and Diamond. Fou…
ServiceNow Ends the Sidecar Era: Context Engine, Build Agent Skills, and a New Commercial Bet
Analyst Commentary 7 minutes 2026-04-09 Enterprise AI Platforms | Analyst Commentary The April 9 announcements are not a feature release. They are a structural r…
Arcee AI Built the U.S. AI Model Enterprises Can Actually Own
Enterprise AI Platforms / Foundation Models Thirty people. $20 million. Thirty-three days of compute. The result is a frontier-class AI model that any enterpr…
The Agent You Can Wear: Rokid Puts OpenClaw on AI Glasses
Clawconomy Series / Wearable Infrastructure Chinese startup Rokid is integrating OpenClaw into its smartglasses platform, pushing autonomous agents off the de…
Meta's Closed-Model Bet: What Muse Spark Tells You About the Company's AI Strategy
AI Strategy / April 8, 2026 Nine months ago Meta founded a new AI lab and promised personal superintelligence. The first model is out. The more important stor…