Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
The Sunday Read · San Diego The founder who has run this company since 1969 spent an hour telling a convention hall that geography is how the world makes better…
Geospatial · Field Notes A decision made without the right map does not fail on the day it is made. It fails later, in a struck gas line, an empty …
Compute & Industrial Infrastructure Three companies now trade where one conglomerate stood, and the automation lineage that started with a furnace thermosta…
Security · Enterprise Browser The industry spent two years building controls for what employees send out of the browser. A credential-harvesting campaign agains…
Primer · Geospatial A field guide to the space under logistics, insurance, defense, and every AI project that touches the ground By Shashi Bellamkonda · July 11,…
Compute & Hardware A pure-play chip maker inherits a decade of neglect and a market where both survivors just shrank By Shashi Bellamkonda · July 11, 2026 $16…
Event Preview Three days, nearly a million square feet, and the enterprise buyers behind the AI budgets all in one building in Las Vegas. By Shashi Bellamkonda ·…