Etched Triples Its Valuation to $21 Billion With One Named Customer
Compute and Hardware A one-month doubling in valuation, one named customer, and a foundry bet that has yet to face an independent benchmark. By Shashi Bellamkond…
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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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mimik Moves Agent Control Onto the Device, Off the Cloud Bill
Agentic Infrastructure mimik built an operating engine that gives agentic AI systems an identity and a rulebook of their own, running the same on a factory robo…
Vultr's 33rd Region Is the Argument for Running AI on More Than One Cloud
Multi-Cloud Strategy CoreWeave, Nebius, and Vultr report three different growth metrics in the same quarter. For a CIO building an AI infrastructure plan…
Akamai and Cloudflare Wrote HTTP's Newest Method. Your Edge Stack Doesn't Know It Yet.
Network Standards A ratified IETF standard closes a sixteen-year gap in HTTP. The browsers, firewalls, and CDNs that route enterprise traffic have not caught up…
The Gulf Bought Nine Monacos of Compute. Kenya Never Needed a Bank. China Isn't Scared.
Global AI Three regions, three different reasons to say yes to the same technology. By Shashi Bellamkonda · August 16, 2026 7B Voice notes …
Boomi Companion Shows Any Vendor How to Win an AI Agent's Default
Explainer What Boomi Companion is, and how any vendor can build the same thing. By Shashi Bellamkonda · August 15, 2026 A gent Skills are simple documents that tel…
American Airlines' Near-Miss Is a Data Problem Aviation Already Knows How to Solve
Systems & Operations A Phoenix near-miss had the data to catch itself. It just needed a pipeline, not a bigger model. By Shashi Bellamkonda 10 MILES Separation…