Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
Independent Analysis · Physical AI Nearly 60 percent of enterprise applications now run on models that combine two or more data modalities. A two-minute …
Enterprise AI · Earnings Analysis Enterprise buyers converting AI pilots into production contracts handed Lenovo's services arm a margin more than triple it…
AI Observability / M&A The largest acquisition in Dynatrace's history is a bet that whoever connects AI evaluation to production reliability owns the ne…
Earnings Analysis Hyperscaler AI infrastructure orders grew 4.5 times over last year. Data center networking, workplace networking, and security orders all grew…
Application Layer Thirteen new Fusion agents chain role design, learning, and workforce planning into one continuous system. The system moves only as fast as th…
Cloud Infrastructure A $240 million commitment pairs Together AI's inference growth with IBM's cloud and Nvidia's newest chips. By Shashi Bellam…
Application Tier A studio bet that took years to explain is producing 255 percent bookings growth, and information technology teams are turning out to be…