Zoho's Nathu La Server Is the First Proof of a Thesis, Not the End of One
Enterprise AI Infrastructure Zoho built a server. In-house, over five years, in Nagpur. That is a different kind of infrastructure investment than anything most…
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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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Ardoq Acquires GraphLake: The Graph Gets a Memory
Enterprise Architecture · AI Infrastructure Most enterprise graphs know what exists. With GraphLake beneath it, Ardoq's graph now knows what existed, what c…
The Chatbot Confirmed the Flight. Then It Answered the Wrong Question.
Enterprise AI · Customer Experience The chatbot confirmed the reservation. It saw the boarding pass. It still answered a generic PreCheck FAQ. Confirmation and …
Microsoft's Model Moment Is Real. The Last Mile Isn't.
Source: Industry Research Analysis 13% 87% The accelerated shift toward automated operations within enterprise frameworks. Analyst Insights shashi.c…
Snowflake's Summit Bet: The Data Platform as Agent Control Plane
Enterprise AI · Data Platforms Snowflake spent Summit 26 making a single architectural argument: that the governed data environment is the right place to contro…
The Token Bill Is the New Cloud Bill, and Enterprises Are Not Ready
Enterprise AI · Cost Architecture Token spend is arriving as an operational cost before enterprises have built the governance to manage it. The applied AI platf…