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Analyst Blog
September 26, 2026

Evidence Shows Enterprises Use of Open Weight Models is Mainstream

Board Strategy
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 trained research assistant, Chuck, told me to publish that – there was not enough evidence.  Times have changed; yes, that quickly....
Esteban Kolsky
Analyst Blog
September 20, 2026

Workforce and Organization: Experienced Judgment Is the Constraint

Board Strategy
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 to many parts of the information at once rather than processing them one after another. Nine years later, machine attention can operate at a ...
Esteban Kolsky
Analyst Blog
September 17, 2026

Business Value and the Limits of ROI

Board Strategy
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...
Esteban Kolsky
Analyst Blog
August 30, 2026

A New Way to Look at Enterprise Technology in 2027+

Board Strategy
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...
Esteban Kolsky
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 atte...
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