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Analyst Blog
August 22, 2026

The Unsung Heroes of the AI Paradigm Shift: CISOs

Board Strategy
I have been arguing for some time that cybersecurity would become one of the largest areas of enterprise technology investment. AI temporarily absorbed much of that budget and attention during 2025 and early 2026, but agentic AI has brought cybersecurity back into the center of the discussion. The recent incidents invo...
Esteban Kolsky
Analyst Blog
August 12, 2026

Beyond Public Models: The Return of Enterprise Control

The discussion about open-source AI has inherited too much baggage from the software industry. Most executives, technologists, and advisers understand open source through Linux, da...
Esteban Kolsky
Analyst Blog
August 9, 2026

Beyond RAG: Where Enterprise AI Value Will Come From

Data to Decisions
Retrieval-augmented generation (RAG) solved an important early problem for enterprise AI. Large language models could produce useful responses, but they lacked access to current, p...
Michael Ni
Esteban Kolsky
Analyst Blog
August 9, 2026

The Charlatans at the Inflection Point

Board Strategy
Artificial intelligence has crossed enough adoption, investment, and executive attention thresholds to become mainstream, but it has not yet crossed the threshold into predictable ...
Esteban Kolsky
Analyst Blog
August 3, 2026

The CEO AI Dashboard Series: All the Posts

Board Strategy
Did you miss any of the posts over the two months they published? Cannot get enough of it and want a place where you can find them all together so you can share easily? Here you...
Esteban Kolsky
Analyst Blog
July 29, 2026

The Return to Simple Times Is Near

The transformer architecture was introduced in 2017, and by 2019 several companies, including OpenAI, were already demonstrating language models built on probabilistic token select...
Esteban Kolsky
Analyst Blog
July 28, 2026

The CEO’s AI Dashboard, Part 7: Talent

Board Strategy
In this final installment of the CEO’s AI Dashboard series, I want to focus on the constraint that will determine how far AI can scale after the pilots, infrastructure, data, econo...
Esteban Kolsky
Analyst Blog
July 17, 2026

The CEO’s AI Dashboard, Part 6: Economics of AI

Board Strategy
I want to focus on the part of the AI discussion that is quickly becoming the least useful and the most necessary at the same time: economics. Most organizations now know they need...
Esteban Kolsky
Analyst Blog
July 17, 2026

The CEO’s AI Dashboard, Part 5: Governance

Board Strategy
I want to focus on the area that will determine how much autonomy the enterprise is actually willing to grant AI: governance. Governance for AI is not an extension of traditional e...
Esteban Kolsky