Infor's AI pitch: the agents work because the customer never switched vendors
Application & Agent Layer Home services has run on late quotes and missed windows for years. A distributor's five-year, single-vendor climb to agentic e…
Browse
Independent Analysis: AI, SaaS, and Revenue Growth Strategy
Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
Articles
Samsung and SK Hynix Shares Cratered. TrendForce Still Has Their Contracts Rising 18 Percent This Quarter
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 …
Infobip Turns 14,000 RCS Carrier Registrations Into a Messaging Moat
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…
Anthropic's Own Employees Are Asking Washington for the Power That Just Shut Anthropic Down.
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…
CoreWeave and Five Other Nvidia-Backed Neoclouds Seek to Lease India Data Center Capacity
Cloud & Infrastructure A tax holiday, cheap infrastructure and deep engineering talent brought six Nvidia-backed neoclouds to India's door. None of them…
Open Weights Give You a Checkpoint. Open Source Gives You a Pipeline.
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…
Google's New Survey Finds 84% See AI Returns. Only 26% See Them Accelerate.
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…