The Chart Washington Was Afraid to Publish Shows the Crossover Already Happened
AI Platforms · Follow-Up Yesterday the argument was about speed you couldn't see. Today the newspaper printed the line where the two curves cro…
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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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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…
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…