Results

Insight News
February 13, 2026

How CEOs are answering the dreaded LLM disruption question

Future of Work
Large language models (LLMs) have taken over Wall Street and most companies have to answer questions about AI opportunities and disruptions. Here's a look at some of the answers....
Larry Dignan
Insight News
February 09, 2026

Workday: Eschenbach out as CEO, Bhusri in

Data to Decisions
Workday said Co-Founder Aneel Bhusri will as CEO as Carl Eschenbach stepped down. Workday affirmed its outlook....
Larry Dignan
Insight News
February 08, 2026

SaaS under the microscope: How to evaluate your vendor

Data to Decisions
Software as a service companies are being repriced, re-evaluated and rethought as analysts, investors and customers wonder how AI agents will affect the category. CxOs need to go t...
Larry Dignan
Orbits Blog
February 06, 2026

News Analysis: Yes, Software is Still Eating the World

Board Strategy
Enterprise software stocks had been drifting for months as investors quietly questioned whether the traditional SaaS model was sustainable. Then the drift turned into a snap. It...
Roy Andrew Ng
Analyst Blog
February 01, 2026

Is there value for AI after GenAI?

Board Strategy
What happens after GenAI. LLM and GenAI took over in 2025, even “evolving” into Agentic AI. The problem? LLM has limited abilities, like any other single-solution model, and quickl...
Esteban Kolsky
Insight News
January 28, 2026

Seagate: Agentic AI, video to fuel storage demand spike

Data to Decisions
Seagate Technologies CEO William Mosley said on the company's second quarter earnings call that capacity for 2026 is already allocated and quot;and we expect to begin accepting ord...
Larry Dignan
Analyst Blog
January 15, 2026

How Should Executives Think of AI in 2026?

Board Strategy
Plenty has been said about how AI should be done over the next 10+ years. What about today's concerns for the next 12 months? How should executives discuss AI in the enterprise for...
Esteban Kolsky
Analyst Blog
January 08, 2026

Take the robots. Leave the humanoids (Distillation Aftershots)

Board Strategy
Let’s get the ugliest part of this out of here: humanoid robots are the worst possible path we can take. Despite Hollywood’s love of anthropomorphized animatronics, there are many ...
Esteban Kolsky