Kaltura's AI Avatar Earnings Call Is a Product Demo Wearing a Suit
Enterprise Technology · AI Platforms Kaltura's Q1 2026 earnings beat landed inside an AI-avatar presentation running on Kaltura's own platform. The form…
Browse
Independent Analysis: AI, SaaS, and Revenue Growth Strategy
Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
Articles
Paranoia Is the Right Instinct. But It's Not a Strategy.
AI-powered vulnerability discovery has outpaced every enterprise patching cadence, and the companies disclosing these capabilities publicly represent the respo…
shashi.co
The AI That Actually Saves Lives Is Not the One You're Talking About
The AI That Actually Saves Lives Is Not the One You're Talking About
The AI That Actually Saves Lives Is Not the One You're Talking About Labcorp's Alzheimer's real-world data platform with AWS and Datavant is a proof…
Your AI Is Fluent. Your Customers Know It Doesn't Belong.
Enterprise AI · Global Communication · Customer Experience Every language encodes social hierarchy, intimacy, and power in structures that translation tools rou…
The Missing Layer: Sony and TSMC Complete the Physical AI Stack
Physical AI Infrastructure · May 8, 2026 A joint venture signed today in Japan fills the one gap the physical AI edge stack has been missing. By Shashi Bellamkon…
Security Is Not a Purchase. It's a Position.
The U.S. leads the world in security spending intent. It also leads in exposure. That's not a paradox — it's the predictable result of treating an arms…
Amazon Is Building Payment Rails for an Economy That Doesn't Exist Yet
Shashi · May 8, 2026 Yesterday, AWS quietly made one of the most ambitious bets in the history of payments infrastructure. Not a new checkout button. Not anothe…