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...
Technology vendors are barraging enterprise buyers with platform pitches that'll enable their agentic AI dreams and automate enterprises via private previews of products that'll be...
Modernization of ERP Moves Beyond Just Agents
While all the buzz in AI is focused on agentic ERP, one can’t just slap on an agent to the core system and expect it to smoothly de...
The Strait of Hormuz has devolved into the world's most expensive game of quot;Red Light, Green Light,quot; where 20% of global petroleum transits a chokepoint that has disrupted t...
The market still talks about AI talent as if it were a shopping list of talent that we are seeking. Alas, enterprises should not be looking for a clean inventory of discrete AI ski...
Join Esteban Kolsky and R quot;Rayquot; Wang to learn about the framework's parts and get an update on the progress leading-edge organizations are making in implementing them. Duri...
It's not easy being a chief financial officer and they're being squeezed again as they need to cut costs yet continue to invest in new technologies such as cloud and AI, according ...
In this issue, we examine a structural shift in enterprise software emerging across pricing, process design, and workforce assumptions. The focus is not on AI as a generic disrupti...
Google has hedged its bets on quantum computing and said it will expand its research into neutral atoms while maintaining its focus on superconductors. In addition, Google said it ...
Here are the takeaways from our inaugural class of senior leaders with significant impact and decision-making power and grapple with unprecedented change. The goal is to navigate t...
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 ...
