Cisco Live 2026: Forty Years of Infrastructure, One Week of Announcements
Field Report · Cisco Live 2026 · Las Vegas The announcements at Cisco Live 2026 span silicon, platform management, agent security, and quantum readiness. What m…
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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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NVIDIA Is Not Selling You a Laptop. It Is Selling You a Permission Architecture.
AI Infrastructure RTX Spark is a superchip. The more consequential product is the agent policy layer NVIDIA and Microsoft are co-building beneath it. By Shashi B…
Salesforce Bought a Content Layer, Not a CMS
Enterprise AI Strategy · Platform Analysis Salesforce's acquisition of Contentful is possible at this speed because Headless 360 solved the integration prob…
Honeywell Technologies Is Not a Rebrand. It Is a Focus Bet.
Enterprise Technology · Industrial Automation Honeywell separates into two independent companies on June 29. The automation business keeps the HON ticker and th…
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Adobe Lost. Microsoft Lost. Flash Lost. SVG Won.
Adobe Lost. Microsoft Lost. Flash Lost. SVG Won.
WEB INFRASTRUCTURE 1998 Adobe Lost. Microsoft Lost. Flash Lost. SVG Won. The format that outlasted the corporate format wars is now how language models write images. 1…
The Phone Book for AI Agents Already Exists. The Question Is Who Owns It.
Enterprise Infrastructure I took support calls at Network Solutions when domain names were new. The same infrastructure fight is starting over, this time for AI…