BlackBerry's Invisible Comeback: Why QNX Needs an "Intel Inside" Moment
BlackBerry's Invisible Comeback: Why QNX Needs an "Intel Inside" Moment Independent Analysis · Automotive Software · Enterprise Technology The numb…
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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 Polka Dot Test: What Seven AI Models Reveal About Themselves
shashi.co shashi.co Enterprise Technology Analysis AI Cognition · Model Behavior · Visual Reasoning Two mysterious full-page ads in today's Wall Street Journal…
Palo Alto Networks Is Building a Tollbooth for Every AI Transaction
DefenseClaw / Clawconomy Enterprises already use AI gateways to meter token costs and manage model failover. Palo Alto Networks is acquiring Portkey because met…
The Netomi Round Is a Bet Against Monolithic CX
Analysis · Agentic CX Accenture, Adobe, and Katzenberg did not write a check. They placed an architectural bet, and three of the largest enterprise platforms no…
Twilio Just Posted Its Best Quarter in Three Years. The Kho Effect Is Real
Independent Analysis · CPaaS · AI-Driven Customer Engagement · CEO Leadership By Shashi Bellamkonda · May 1, 2026 Metric Q1 2026 vs. Estimate YoY Change Revenue $1.41…
Government AI Is Past the Pilot Stage. The Platform Decision Is the One That Sticks.
Government Technology · AI Infrastructure The agencies that moved first on cloud AI are not waiting for approval anymore. The agencies still evaluating are runn…