Qualcomm Already Owns the Edge. Now It Wants the Cloud.
326K+ Qualcomm patents globally $44B Qualcomm revenue FY2025 200 MW First Dragonfly data center (Humain, 2026) Pick up any premium Android phone. There is a good cha…
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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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AlphaSense at $7.5 Billion: The Bet Is on Execution, Not Search
Enterprise AI · Market Intelligence AlphaSense just closed $350 million at a $7.5 billion valuation. The more consequential announcement was the one about workf…
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) …
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…