The Data Center Backlash Just Became a Capacity-Planning Problem
Infrastructure · Enterprise Strategy Seven in ten Americans would fight a data center near them. That number is no longer a public-affairs footnote. It is an in…
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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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Moonshot Shipped a Frontier Model on a Clock Your Procurement Can't Match
Compute & Hardware · Sequel A top-tier AI model and a homegrown supercomputer shipped in the same week. Neither runs on the clock your plans assume. By Shash…
My Plumber Answered Overnight. The Billion-Dollar Franchise Took Two Days.
Field Service · AI Adoption A homeowner and a solo contractor both got an intelligence upgrade in the same quarter. The enterprise in the middle got neither, an…
IBM's 25% Crash Is a Test of Whether Wall Street Understands How Mature Companies Adopt AI
Enterprise Technology Analysis A quarter of IBM's value gone in a session, and the loudest read is the wrong one. The warning that spooked Wall Street is wh…
Acumatica Bought the Partner It Used to Point At
Analysis · Enterprise Software Vertrax spent twenty-four years becoming the fuel and energy distribution specialist that Acumatica partners pointed…
Oracle Started Rolling Out NetSuite Next. Here Is What Changes for Current Customers.
Application Tier · ERP Release 2026.2 puts a conversational assistant inside the NetSuite accounts customers already run, and starts the North America rollout o…
Anaconda's Kilo Deal Moves Governance Earlier Than the Package
Data and AI Platform Tier Anaconda has spent a decade deciding which code an enterprise can trust. Kilo Code sits where the AI writes it. By Shashi Bellamkonda ·…