Stagwell Bought a Full Page in the Wall Street Journal and Still Said Nothing
Ad Criticism / Marketing Craft The Machine is either a product or a metaphor. After a full-page ad and a website visit, I still cannot tell you which one. Note: …
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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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Your OT Security Audit Just Got a Conflict of Interest
Cybersecurity M&A A $4.175 billion bet on owning the diagnosis, not just selling the cure. By Shashi Bellamkonda · June 20, 2026 $4.175B Combined deal value $20…
Databricks Built the Data Layer Marketers Need. Now It Has to Convince Them to Show Up.
Marketing Technology · Enterprise AI A full customer data platform now ships inside the lakehouse. Convincing marketers to use it is a separate problem. By Shash…
Two AI Models Stopped Answering This Month. Only One Came Back.
Enterprise AI A government order pulled Anthropic's most powerful model offline days after launch. The benchmarks that crowned it the model to beat are stil…
The Chip Stack Has Never Been Wider, or Narrower
Reference A plain guide to the companies behind modern computing: who designs each major class of chip, what they make, and what it powers. By Shashi Bellamkonda…
Power and Water Are Where AI Infrastructure Stalls. Oracle Has a Design Answer
AI Infrastructure · Enterprise Cloud Power and water are the two constraints blocking AI infrastructure growth across the industry. Oracle has built a design fr…