NVIDIA Just Made AI the Operating System of Quantum Machines
Enterprise AI · Quantum Infrastructure NVIDIA's Ising model family puts AI at the control plane of quantum hardware. The technology story is real. The platf…
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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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AWS Is Building a Lab. The Cloud Just Got a Wet Floor.
Cloud Infrastructure · Life Sciences AI Amazon's new drug discovery platform doesn't just run models. It dispatches molecules to a physical lab and wait…
The Dethroning of the Search Behemoth: Why Meta is Overtaking Google in 2026
Digital Advertising · Platform Strategy Advertisers spent twenty years chasing the search query. The query is now the consolation prize. By Shashi Bellamkonda · …
The AI Vendor You Can't Leave Is the One You Didn't See Coming
Enterprise AI · Market Structure The operational messiness that deters AI vendors from a market is the same force that locks buyers in once they've chosen. …
Salesforce Is Rebuilding for a User Who Never Logs In
Salesforce Is Rebuilding for a User Who Never Logs In Enterprise AI · Platform Strategy Every CRM field your team fills in, every status update someone has to…
Cloudflare Agents Week: The Infrastructure Bet That Has Been Hiding in Plain Sight
Enterprise AI Infrastructure / Vendor Analysis Cloudflare Agents Week: The Infrastructure Bet That Has Been Hiding in Plain Sight By Shashi Bellamkonda …