631 Million Users, a Taste Graph, and Now a $4 Billion Compute Contract.
Cloud Infrastructure · AI Strategy Pinterest locked in $4 billion in AWS compute through 2031. That's not a partnership renewal. It's a forward contract…
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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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Every LLM Compares Every Word to Every Other Word. That Is Why It Costs So Much.
AI Infrastructure · Architecture The quadratic attention problem has been taxing enterprise AI budgets since 2017. A Miami startup says it solved it. The indepe…
Your AI Vendor Keeps the Speed Tricks. DeepSeek Just Published Theirs.
AI Infrastructure · Open Source DeepSeek deployed a method that cuts AI response times by up to 85% without retraining its models or buying more hardware. Then …
What Your Organization Can Actually Self-Host: A Plain Guide to Open-Weight AI Models, Hardware, and Licenses
Enterprise AI Infrastructure · Reference Guide Sixty-three percent of organizations already run self-hosted AI models. Most of them didn't choose to. This g…
Persistent Systems Bought the Geography It Couldn't Build Fast Enough
Enterprise M&A · AI Services A 140% acquisition premium suggests Persistent Systems concluded that buying an established European footprint was faster than …