Infobip Turns 14,000 RCS Carrier Registrations Into a Messaging Moat
Cloud Communications A 1,298 percent jump in US RCS traffic exposes what actually separates messaging vendors: not the API, the paperwork behind it. By Shashi Be…
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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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Anthropic's Own Employees Are Asking Washington for the Power That Just Shut Anthropic Down.
AI Policy A statement signed by more than a thousand AI lab employees asks Washington to build tools that can pace frontier AI development. One alr…
CoreWeave and Five Other Nvidia-Backed Neoclouds Seek to Lease India Data Center Capacity
Cloud & Infrastructure A tax holiday, cheap infrastructure and deep engineering talent brought six Nvidia-backed neoclouds to India's door. None of them…
Open Weights Give You a Checkpoint. Open Source Gives You a Pipeline.
Model Strategy Open weights and open source get used as synonyms in vendor pitches. The license terms decide whether a fine-tune ever reaches the next re…
Google's New Survey Finds 84% See AI Returns. Only 26% See Them Accelerate.
AI Economics Most executives now say AI is paying off. A new survey asks a sharper question: whose returns are actually speeding up. By Shashi Bellamkonda · July…
Adobe Commerce's Catalog Agent Gives AI Shopping Agents a Structured Read on Every Product Page
Commerce & AI Discovery Catalog Agent is the fourth Adobe Commerce capability built to make product data legible to AI shopping agents. By Shashi Bellamkonda…
Vena Stakes Its Context Engine on a Second Acquisition in Four Months
Mergers & Acquisitions Vena Omega's promise depends on context moving through two platforms acquired four months apart. By Shashi Bellamkonda · July 28, …