NXP Bets on 2027: Post-Quantum Security Reaches the Cheapest Devices on the Industrial Edge
Infrastructure & Compute NXP is putting post-quantum encryption on its cheapest industrial chips before the EU starts fining companies that ship unse…
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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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Workday's FY27 Q2: A $2.6 Billion Quarter, a $600 Million AI Question
Vendor Analysis Q2 revenue and margin cleared the bar. Cash flow fell on timing. R&D is high. Workday's AI ARR, near $600 million, is real but smaller t…
AI Agents Instinct and Grok Bot Disagree on Who Hits Send
Agentic AI Governance Instinct sent an email on a user's behalf without her approval, and she disconnected her account the same day. Grok Bot, a rival ag…
XPeng Prices Its Humanoid Robot Margin Above Its Cars
Physical AI XPeng priced a projected margin for Iron ahead of volume shipments. Tesla is installing Optimus production lines at Fremont, with output expected la…
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Google Cloud's New Spend Caps Pause Gemini Enterprise Agents Mid-Task
Google Cloud's New Spend Caps Pause Gemini Enterprise Agents Mid-Task
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…
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Amazon Buys DuckLabs. DuckDB Stays Open. The Committers Report to AWS
Amazon Buys DuckLabs. DuckDB Stays Open. The Committers Report to AWS
Data & AI Platforms AWS is acquiring the Amsterdam company behind DuckDB. The code stays MIT-licensed under the DuckDB Foundation. MotherDuck's CEO endo…
Salesforce Adds Claude to Agentforce as ARR Tops $1.5 Billion
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…