Nigel AI Now Writes the Code Emerson's Engineers Used to Write by Hand
AI & Industrial Software A one-year jump from advisor to author inside the test benches that validate aircraft, chips, and cars. By Shashi Bellamkonda · July…
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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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63 Percent of Logins Now Start With Stolen Credentials, Cloudflare Finds
Security / Threat Intelligence Cloudforce One's inaugural threat report puts the login screen ahead of the firewall on the 2026 budget list. By Shashi Bellam…
TSMC Solved Where to Build. SpaceX Is Now Solving Who Touches It.
Compute & Hardware Reshoring answered the location question. A rocket company's supplier audit answered the harder one. By Shashi Bellamkonda · July 30, …
CtrlS Is Building Nearly as Much Data Center Capacity as India Has Ever Built
Enterprise Infrastructure A $740 million partnership backs a buildout that outpaces three decades of Indian data center history. The grid math is the part nobod…
US bans Chinese humanoid robots and grid inverters, and Beijing threatens retaliation ahead of the Trump-Xi summit
Trade Policy & Hardware A national security order lands at the exact layer of the robotics supply chain where cost was supposed to fall, not rise, and where…
Infor's AI pitch: the agents work because the customer never switched vendors
Application & Agent Layer Home services has run on late quotes and missed windows for years. A distributor's five-year, single-vendor climb to agentic e…
Samsung and SK Hynix Shares Cratered. TrendForce Still Has Their Contracts Rising 18 Percent This Quarter
Compute & Hardware A month of equity selloffs hasn't touched Q3 memory allocation. The real capex signal came from Menlo Park, not Seoul. By Shashi …