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Customer Story
March 6, 2026

Anthropic vs. SaaS: A Nuanced View

Data to Decisions
Anthropic is a) a software-as-a-service (SaaS) killer, b) a disruptor of multiple industries with its Claude large language model (LLM) and the agentic apps built around it, c) an ingredient brand for enterprise software, d) already part of the enterprise technology establishment via a well-worn SaaS playbook, or e)…
Larry Dignan
Customer Story
March 5, 2026

SaaS Under the Microscope: How To Evaluate Your Vendor

Data to Decisions
Software-as-a-service (SaaS) companies are being repriced, reevaluated, and rethought as analysts, investors, and customers wonder how artificial intelligence (AI) agents will affect the category. CxOs need to go through the same exercise to make sure that they don’t get stuck as enterprise software is disrupted.
Larry Dignan
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Analyst Blog
March 16, 2026

Event Report: Nvidia GTC Kicks Off - All Eyes on AI Future

Board Strategy
The quot;Super Bowlquot; of AI Begins Today Over 30,0000 in person attendees convened into San Jose, CA along with an estimated 300,000 online to hear Nvidia's CEO Jensen Huang share the latest in AI. Known as Nvidia GTC, the GPU Tech Conference, always brings a plethora of announcements from chips to apps, new par...
R "Ray" Wang
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Constellation Research Insights
Explore our latest publications, videos and analysis to stay ahead of technology trends with your editor Larry Dignan
Where’s tokenomics for the rest of us?
Data to Decisions
March 15, 2026

Where’s tokenomics for the rest of us?

Nvidia CEO Jensen Huang has a go-to riff about the company's full stack AI approach and architecture. It goes like this: Nvidia's AI stack creates tokens that turn into revenue. Therefore, you should spend more on Nvidia's continually optimized stack....
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