Every Layer of the Network Is Becoming a Data Center
The Hybrid AI Stack: From Your Pocket to the Base Station The economics of owning AI inference extend beyond the desktop to every layer of the network, from dev…
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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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SAP Buys the Lakehouse It Could Not Build
analyst_post 8 min 2026-05-04 Acquisition Analysis · Enterprise Data Platforms SAP needed an open lakehouse foundation to compete on agentic AI workloads. Building…
Cisco's Galaxy Mode: A Star Wars Stunt That's Actually a Strategic Masterclass
Original post by Aruna Ravichandran , SVP & CMO, AI, Networking & Collaboration at Cisco. Published May 4, 2026 on the Cisco Networking Blog . Every May t…
Cisco Buys Astrix to Give Every Agent Its Own Identity
analyst_post 7 minutes 2026-05-04 DefenseClaw / Clawconomy / Identity Humans got directories. Agents got shared service accounts. Cisco just bought the company tha…
Creatio Just Added a Tier That Makes Per-Seat Pricing Optiona
Enterprise Software · Pricing The Unlimited plan eliminates per-seat licensing entirely. That breaks the financial logic the SaaS category was built on, and for…
Smartsheet's Free Commenting Move Is a Private Equity Bet, Not a Pricing Tweak
Enterprise Software · Collaborative Work Management Smartsheet's Contributor seat makes commenting and attachments free across all user model plans. The rea…