Who Owns the Plug, Part Six: Raju Vegesna's River Analogy for Digital Sovereignty
Analysis · AI Infrastructure · Data Sovereignty Who Owns the Plug is a recurring conversation series with Zoho's Raju Vegesna. I have had the privilege o…
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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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Krikorian Says Skip the Permission Slip. Beijing Is Already Writing the Next One.
AI Policy Mozilla's chief technology officer makes the case for open weights in today's Wall Street Journal. The argument holds against Washington. It h…
NVIDIA Pools Cisco, Microsoft, and 35 More Into an Open AI Security Stack
AI Security / Industry Alliances Thirty-seven companies just told regulators that secrecy isn't security. The alliance mixes brand-new code with years of pr…
Ericsson Promotes Its Network API Chief to Lead All of Vonage
Network APIs A leadership change three years into a rocky acquisition, read as discipline or as déjà vu. By Shashi Bellamkonda · July 27, 2026 $6.2B 2022 purchase …
Wiz's AI Found 200 Hidden Security Flaws in Code Checked for Decades. Fixing Them All at Once Is the Harder Problem.
Enterprise Security Wiz's AI found 200 hidden security flaws in code that's been reviewed for years. Fixing them all at once is the harder problem. By Sh…
Sierra Bought Takeoff. The Boundary Around Customer Experience Moved.
AI Agents · Mergers & Acquisitions A three-person startup's outcome-priced agents show where Sierra's roadmap is headed. CIOs who signed a custom…
OpenAI and Anthropic Just Proved Nobody Knows What Agentic AI Will Do Next
Enterprise AI Governance Two incidents in one week showed the same thing from opposite directions: the vendors building agentic AI cannot yet tell you wh…