Salesforce Adds Claude to Agentforce as ARR Tops $1.5 Billion
AI Platforms · Q2 FY27 Earnings Salesforce reported Agentforce ARR above $1.5 billion and, the same day, put Claude on Slackbot, Ag...
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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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Parallels Bets the Mac's Own Chip Can Run AI Inside the VM
Desktop Virtualization Desktop 27 runs matrix work on Apple's Scalable Matrix Extension instead of a rented graphics processing uni...
Box Trades File Sharing for a Bet on Governing AI Agents
l Earnings Box started as a way to move file attachments. It has grown into an Intelligent Content Management platform, and this quart...
Cisco Adds a Fourth Identity Deal in Four Months With Teleport
Security / Identity The investment gives Cisco a cryptographic identity layer for infrastructure itself, the fourth identity move in th...
Nvidia's Poolside License Puts 109 Engineers Inside Its Chip Stack
AI Infrastructure Poolside's letter to investors says this is not an acquisition. It is a license, a stake, and 109 job offers, a s...
YMTC Files for $4.9 Billion IPO While Washington Can't Decide What to Call It
Compute & Hardware A Wuhan chipmaker's public offering lands the same season its U.S. military designation reverses for ...
1Password Aims to Close the Standing-Access Gap Agents Keep Leaving Open
IDENTITY SECURITY 1Password is focusing on eliminating standing access rather than adding another management layer. Whether the pro...