AWS Just Made Agentic AI Procurable: Three Launches That Land Together
Agentic AI · Enterprise Governance The same idea behind Anthropic Cowork, OpenAI Operator, and OpenClaw now has an enterprise version. AWS shipped it today with…
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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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Adobe Closed the Semrush Deal. The Org Chart Tells You What Changed.
M&A · CUSTOMER EXPERIENCE ORCHESTRATION Closing happened on schedule. The renamed business unit, not the integration roadmap, is the signal that matters. By …
Lenovo's Factory Is the Sales Demo: What the Manufacturing AI Claim Actually Proves
Manufacturing AI · Enterprise Infrastructure Lenovo is not pitching AI to manufacturers. It is pitching itself as proof that AI-at-scale in manufacturing works.…
What the Debt Market Already Knows About Your Software Vendors
Enterprise Software · Credit Risk · AI Disruption Loan markets have sorted your software vendors into four risk tiers before your next renewal cycle arrives. By …
Microsoft Built Three Agents for the Three Hardest Parts of a Contact Center
analysis 5 2026-04-27 CCaaS · Agentic AI · Customer Experience Microsoft put three AI agents into Dynamics 365 Contact Center, each aimed at a different part of th…
Google Splits Its TPU in Two. That Decision Has Consequences for Every Enterprise That Uses Its Cloud.
Analysis 6 minutes 2026-04-26 AI Infrastructure · Cloud Strategy When a vendor controls the chip, the network, the cooling, and the data center simultaneously, the…