About three weeks ago I wanted to find evidence to support the claim that more and more enterprises are moving to open-source, open-weight models and away from public models. My tr...
Amazon Web Services released a report on delivering value from AI projects based on interviews with 150 C-level executives and the biggest takeaway is that business outcomes need t...
In 2017, Attention Is All You Need introduced the Transformer architecture that became foundational to today's generative AI. One of its breakthroughs allowed AI to pay attention t...
This is the first in a series looking at a new structure for planning and investing in enterprise technology over the next few years. The introduction can be found here.
AI ha...
Unlike the actual tragedy of 9/11, conjured images of mass human extinction due to what AI might become have not actually happened. These visions may not ever happen. We can and sh...
It may seem early to revisit the enterprise technology framework for 2026 in August, but considering the dramatic compression of cycles, and the fact that the first eight months pr...
After two years of AI dominating executive conversations, organizations are beginning to ask a more practical question: What does AI actually change about how the enterprise operat...
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 atte...
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...
Artificial intelligence has crossed enough adoption, investment, and executive attention thresholds to become mainstream, but it has not yet crossed the threshold into predictable ...
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...
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...
IBM's second quarter clunker shouldn't be viewed in a vacuum even though some of the disappointing results are due to self-inflicted wounds. IBM is just the canary in the vendor co...
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...
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...
This month's July Board report shows the conversation has shifted from whether to do AI to how to control its execution. Chief Distiller and Board Advisory Esteban Kolsky breaks it...
CRTV Episode 134 covers what the second half of 2026 has in store, how SAP is building out its agent platform, the five moves enterprises need to make, according to Esteban Kolsky'...
Goldman Sachs' stellar second quarter results provided a multi-layer view of AI's impact on revenue growth and productivity. Executives laid out a nuanced view of the AI boom....
IBM said its second quarter earnings and revenue will fall short of expectations due to weaker demand for its software and infrastructure. CEO Arvind Krishna said customers shifted...
Softbank Group's shareholder meeting was a tour de force in risk, reward, the chase for artificial superintelligence and a dash of delusion. Reading through the transcript of Softb...
North American CFOs are split on the economy yet willing to take risk as company optimism holds up, according to Deloitte's second quarter CFO Signals report. ...
I want to move from business value to the condition that usually determines whether that value appears at all: data readiness. Enterprises still talk about data readiness as though...
In this issue, I want to introduce the framework I will use over the next two months to discuss how CEOs can plan, manage, and adjust AI strategy. AI strategy is now sitting at the...
