Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
Marketing Technology · Enterprise AI A full customer data platform now ships inside the lakehouse. Convincing marketers to use it is a separate problem. By Shash…
Enterprise AI A government order pulled Anthropic's most powerful model offline days after launch. The benchmarks that crowned it the model to beat are stil…
Reference A plain guide to the companies behind modern computing: who designs each major class of chip, what they make, and what it powers. By Shashi Bellamkonda…
AI Infrastructure · Enterprise Cloud Power and water are the two constraints blocking AI infrastructure growth across the industry. Oracle has built a design fr…
Enterprise Security · Acquisitions Authentication was designed to answer one question. AI agents are now asking four. Cisco's acquisition of WideField Secur…