The Grid Added a Record 58.5 Gigawatts. NERC Says the New Risk Is Data Centers Leaving It
AI Infrastructure · Energy A record buildout was supposed to settle the reliability question. NERC's summer filings moved the question instead, from how muc…
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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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AWS and Microsoft Kept Their Deployment Engineers In-House. Their Three Biggest Rivals Sold Equity.
AWS and Microsoft Kept Their Deployment Engineers In-House. Their Three Biggest Rivals Sold Equity. AI Infrastructure Five companies have now put capital behind …
Canva Grow 2.0 Makes One Vendor the Front Door to Three Ad Platforms
MARKETING TECHNOLOGY Canva consolidated publishing. Now design, post, and measure everything without leaving the tool. By Shashi Bellamkonda · July 2, 2026 $500M+ …
Akamai Built Its Carbon Reduction Argument on the Same Infrastructure It Sells
Corporate Sustainability How Akamai's distributed edge architecture became the foundation of its environmental strategy, not a footnote to it. By Shashi Bell…
What Public Sector CIOs Should Take From AWS Summit Washington D.C. 2026
Public Sector · AI Strategy · Government Cloud Four programs, three billion dollars in combined commitments, and one underlying argument: the infrastructure was…
Vonage's Canada Launch Bundles Carrier Data Anyone Can Buy With a Tool Only Vonage Built.
Network APIs Any rival could buy the same carrier data behind Vonage's Canada launch. The decision-making tool built on top of it, they could not. By Shashi …
The Phone You Are Holding Now Is the Phone You Will Hold Longer
Industry Primer · Enterprise Mobility Why the phone in your pocket lasted longer than expected, who actually builds it, and what the same memory war reshaping A…