Meta Opens Muse Glimmer While Muse Spark Stays Closed
Models & Agents A 14-page essay on distributing superintelligence arrived paired with an open-weight model. Meta promised the flagship's weights too, on…
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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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Asana Extends Its Twelve-Year Trust Bet to AI Agents
Applications · Enterprise Work Management Twelve years after finding Asana on my own, looking at what the company is doing with agents, acquisitions, and its mo…
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Microsoft's MAI-Image-2.6 Ranks #2 on Arena While the Developer Number Stays Private
Microsoft's MAI-Image-2.6 Ranks #2 on Arena While the Developer Number Stays Private
Model & Agent Layer Four launches in ten months have each opened with an Arena leaderboard score. None has opened with a developer or revenue number. By Shas…
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Samsung and SK Hynix Split $950 Billion in AI Memory Deals. Kioxia Can't Write the Same Check.
Samsung and SK Hynix Split $950 Billion in AI Memory Deals. Kioxia Can't Write the Same Check.
Compute & Hardware Five companies posted a record cash surge from the AI memory boom. Only three of them have the balance sheet to turn it into lasting supp…
Will Buy AI Memory and Compute Separately
Compute & Network Layer Three new products separate how fast a data center adds memory from how fast it adds GPUs. That separation is the story. By Shas…
Meta Prices Its Coding Agent Below Cost to Chase the Usage Numbers Investors Want
AI Agents & Infrastructure A contributor tier priced at twenty cents per million output tokens says more about Meta's capital expenditure problem than i…
Lumilens Raises $700 Million as the Optical Interconnect Race Hits Its Fourth Big Bet
AI Infrastructure A two-year-old startup just priced itself at $5.5 billion, and it is the fourth company this year to make the same bet on light over copper. By…