Databricks Extends Lakebase Postgres Into the Agent Sandbox
Data & AI Platforms Electric's PGlite lets Postgres run inside the sandbox itself, closing the gap between where agents work and where Lakebase keeps th…
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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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NVIDIA Ships a Router That Outlasts the Model Beside It
Models & Agents A 30 billion parameter open model and an open source router ship the same day. The router is the release enterprises will find harder to rep…
ServiceNow Rolls Six Security Products Into One Platform. The Automation Arrives in Two Waves.
Security ServiceNow brought six security solutions under one Autonomous Security line at Black Hat. Eight of the twelve underlying capabilities are available t…
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…
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…