WeChat's 3.8 Million Mini-Programs Are the Agent, Not the Model
Enterprise AI · Platform Strategy By Shashi Bellamkonda · June 4, 2026 3.8M WeChat Mini-Programs 1.4B Monthly Active Users RMB 36B AI Capex Committed 2026 (unaudited) …
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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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Bloomberg Buys Regology: Legal Intelligence Tries to Become Compliance Operations
Enterprise Software · Legal Technology Bloomberg Industry Group acquires Regology and bets that owning the law is no longer enough. You have to own what complia…
Cisco Live 2026: When AI Agents Go Wrong And How Cloud Control Catches Them
Field Report · Cisco Live 2026 · Las Vegas Deciding how much to trust an AI agent is now a real operational question. Cisco showed how to answer it at Cisco Liv…
Cisco IQ at Cisco Live 2026: When the System Already Knows Your Environment
2,036 Customers onboarded at keynote time (Cisco-supplied figure) 40% Of top targeted vulnerabilities hit end-of-life devices (Cisco-cited threat data) 35-40 Minute…
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…
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…