Analysis By Shashi Bellamkonda
The Global Positioning System was not built for your phone. It was built so a nuclear-armed submarine could know exactly where it was before it fired. The U.S. Department of Defense launched the program in 1973, funded it because the Cold War demanded it, and opened it to civilians only after strategic necessity had already been served. That …
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Enterprise AI / Technology Strategy The Wall Street Journal this week covered companies scrambling to control AI token spend. Buried in the same article is a finding that inverts t…
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Tencent's 2025 Results Show AI Working as a Performance Multiplier, Not a Separate Bet Shashi.co Enterprise Technology Analysis Global AI · Earnings Analysis Shashi Bellamkonda Mar…
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At this week’s Optical Fiber Communication (OFC) Conference in Los Angeles, Nokia unveiled a new portfolio of application-optimized coherent transport solutions. While the technic…
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The Strategic Pivot: Operational Dominance and the "Vera Rubin" Inflection Intelligence Brief Thursday, March 19, 2026
The global landscape is currently defined by a…
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Snowflake enters the agentic AI race with a desktop platform that turns governed enterprise data into finished business deliverables. The 9,100 AI accounts it already has will be…
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Enterprise Technology
Shashi Bellamkonda · March 18, 2026 · 5 min read
Enterprise video platforms have always been good at telling you what people watched. They have rar…
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