Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
Compute & Hardware A month of equity selloffs hasn't touched Q3 memory allocation. The real capex signal came from Menlo Park, not Seoul. By Shashi …
Cloud Communications A 1,298 percent jump in US RCS traffic exposes what actually separates messaging vendors: not the API, the paperwork behind it. By Shashi Be…
AI Policy A statement signed by more than a thousand AI lab employees asks Washington to build tools that can pace frontier AI development. One alr…
Cloud & Infrastructure A tax holiday, cheap infrastructure and deep engineering talent brought six Nvidia-backed neoclouds to India's door. None of them…
Model Strategy Open weights and open source get used as synonyms in vendor pitches. The license terms decide whether a fine-tune ever reaches the next re…
AI Economics Most executives now say AI is paying off. A new survey asks a sharper question: whose returns are actually speeding up. By Shashi Bellamkonda · July…
Commerce & AI Discovery Catalog Agent is the fourth Adobe Commerce capability built to make product data legible to AI shopping agents. By Shashi Bellamkonda…