Half Your Website Traffic Is Now Bots. Cloudflare Just Gave You a Deadline to Deal With It.
Marketing Technology · Advisory Two things in Cloudflare's second Content Independence Day report land on a marketing leader's desk. The traffic numbers…
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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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The Spec on Your Next Server Quote Is Measuring the Wrong Thing
Infrastructure · Explainer A car with the highest horsepower on the sticker still loses if the race is a parallel-parking test. Intel spent years winning the nu…
Every AI Initiative in Your Stack Eventually Hits a Location Problem. Esri Has Held That Answer for 57 Years.
Enterprise Technology · Conference Preview A company that started as an environmental consulting practice in 1969 is now the infrastructure layer that every ser…
Samsung and SK Hynix Just Closed the Door on Your Flash Memory Safety Net
Samsung and SK Hynix Just Closed the Door on Your Flash Memory Safety Net Semiconductors · Memory Supply Chain A third flash supplier finally has a year of dayli…
The Real Reason Anthropic Keeps Claude in the Cloud
Fable 5 / Mythos 5 Back online Days offline ~14 Anthropic compute spend 2026 ~$20B/yr European enterprises hedging away from US AI Siemens. Renault. Orange. T he models…
Charter/Spectrum Turns Existing Fiber Into AI Accelerator Advantage
Infrastructure · Carrier Strategy Everyone shopping for AI transport is pricing new vendors. The carrier that already ran fiber past the building, and already s…
Zoom Acquires Common Room: The Full Revenue Journey Just Got Supercharged
Revenue Technology · M&A Analysis Zoom just acquired Common Room—unlocking the full revenue journey by connecting pre-call buyer intelligence with world-cla…