Esri Sells the One Layer Enterprise AI Cannot Fake. Most Buyers Still Treat It as a Map.
Geospatial · Field Notes A decision made without the right map does not fail on the day it is made. It fails later, in a struck gas line, an empty …
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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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Honeywell Split Into Three. The Line That Runs Back to 1885 Did Not Break
Compute & Industrial Infrastructure Three companies now trade where one conglomerate stood, and the automation lineage that started with a furnace thermosta…
The Address Bar Is the Last Thing an Attacker Can't Fake. Enterprises Spent Two Years Securing Everything Else.
Security · Enterprise Browser The industry spent two years building controls for what employees send out of the browser. A credential-harvesting campaign agains…
Why Every AI Project Eventually Hits Geospatial: A Primer on the Category That Anchors the Physical World
Primer · Geospatial A field guide to the space under logistics, insurance, defense, and every AI project that touches the ground By Shashi Bellamkonda · July 11,…
Intel Spent Ten Years Burying Altera Inside a CPU Sales Team. Now It Has to Sell the Nervous System.
Compute & Hardware A pure-play chip maker inherits a decade of neglect and a market where both survivors just shrank By Shashi Bellamkonda · July 11, 2026 $16…
Ai4 2026 Brings 12,000 Enterprise AI Buyers to The Venetian
Event Preview Three days, nearly a million square feet, and the enterprise buyers behind the AI budgets all in one building in Las Vegas. By Shashi Bellamkonda ·…
Two Governments Can Freeze Your AI Model. One Router Won't Save You
Enterprise AI · Model Strategy Washington already switched off a US frontier model for the whole world. Beijing is drawing up the same lever for its labs. The e…