Cisco's Antares Finds Vulnerabilities Cheaply.
AI Security · Model Tier A security model priced at a fraction of a cent per task finds vulnerabilities as well as rivals many times its size. Whether it bel…
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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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Mistral's Sovereignty Build-Out Still Runs Through Microsoft's Infrastructure
Cloud & AI Platform Microsoft's new compute commitment gives Mistral more distribution and more infrastructure at once, and leaves the sovereignty quest…
Google's CodeMender Now Stands Alone. The Best Version Still Needs an Invitation.
Enterprise Cybersecurity Google Cloud pulled its code-fixing agent out of the security bundle it built two months ago. The strongest model tier is not part of t…
Synopsys, Cadence and Siemens EDA Design Nearly Every Chip in Your Data Center
Compute & Hardware A plain guide to who designs the software behind every chip, who builds the silicon, and why almost nobody in that chain uses only one ve…
A Chemical Company Just Bought Its Way Into the GPU Rack
Compute & Hardware Tier A water treatment company just paid a private-equity multiple for a seat at the GPU rack. By Shashi Bellamkonda · July 21, 2026 …
Moonnox Was the Independent Choice. Certinia Bought It.
AI in Professional Services Certinia's acquisition of Moonnox brings badly needed AI capability in house for professional services firms, and r…
The Cloudflare Verification Screen Can Now Read Agents, Not Just People
Security · Explainer The checkbox that proves you are human can now read agents too, and score the ones a business wants to let through. By Shashi Bellamkonda · …