Zoom Takes Onyx and Says the Search Index Stays on Your Servers
Applications / Data Zoom already records the meeting. Onyx indexes the files, tickets, and chat threads that sit next to that meeting....
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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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Nutanix Buys Ryax to Schedule More Work on GPUs Enterprises Already Own.
Compute / Network Enterprises are short of graphics processors and still leave many of the cards they own reserved for a sin...
Jet2 Uses Adobe Agents to Customize Offers for 10 Million Holidaymakers
Applications A travel agent who knows the family writes a better offer than a brochure. That person cannot cover ten million myJet2 ac...
Nokia's Fourth Data Partner in 90 Days Rests on One Chip Bet
AI Infrastructure · Telecom Strategy Nokia signed four cloud data deals since June. Its AI-RAN strategy still...
Mirendil Talks $5 Billion Raise Before a Model Ships
Models & Agents Bloomberg reported on September 22 that Mirendil is in talks to raise up to $1 billion at a $5 billion valuation. Th...
CFOs Want Contract AI Answers They Can Trace to the Clause.
Enterprise Software / Contract Lifecycle Management / AI Platforms On Malbek's podcast, I argued that contract AI pays back i...
AWS Opens Strands Harness and Says the Agent Wrap Costs 28 Percent Less
Models / Agents Claude Code and Codex already felt finished on a laptop. A job that had to run in the cloud, touch tickets, or keep a ...