Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
Cloud Economics Billing resumes with one click after a spend cap trips. What the paused agent does with its half-finished work is not documented. By Shashi Bella…
Data & AI Platforms AWS is acquiring the Amsterdam company behind DuckDB. The code stays MIT-licensed under the DuckDB Foundation. MotherDuck's CEO endo…
AI Platforms · Q2 FY27 Earnings Salesforce reported Agentforce ARR above $1.5 billion and, the same day, put Claude on Slackbot, Agentforce Coworker, and a sale…
Desktop Virtualization Desktop 27 runs matrix work on Apple's Scalable Matrix Extension instead of a rented graphics processing unit, while Citrix, Omnissa,…
l Earnings Box started as a way to move file attachments. It has grown into an Intelligent Content Management platform, and this quarter's growth is coming f…
Security / Identity The investment gives Cisco a cryptographic identity layer for infrastructure itself, the fourth identity move in the portfolio since April. B…
AI Infrastructure Poolside's letter to investors says this is not an acquisition. It is a license, a stake, and 109 job offers, a shape that fills the top r…