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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, databases, infrastructure software, and applications. The familiar model starts with publicly available code, allows organizations to modify o...
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, proprietary, and company-specific information. RAG provided a practical way to retrieve relevant material from enterprise systems and supply ...
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
Analyst Blog
June 15, 2026

The CEO’s AI Dashboard, Part 3: Data Readiness

Board Strategy
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...
Esteban Kolsky
Analyst Blog
June 7, 2026

CEO's AI Dashboard Series: Business Value (#2)

I want to start the series with the most abused term in the AI discussion: value. Many enterprises still talk about AI value as though it comes from replacing people or automating ...
Esteban Kolsky
Analyst Blog
June 3, 2026

The CEO’s AI Dashboard (a series begins)

Board Strategy
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...
Esteban Kolsky
Analyst Blog
May 10, 2026

Distinguishing AI from Magic

I want to address what we know today about AI (GenAI, more specifically) since the launch of the first commercial GPT nearly 40 months ago. How can we leverage the full strategic ...
Esteban Kolsky
Analyst Blog
April 27, 2026

AI Skills, Part 1: Experience over Expertise

Board Strategy
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...
Esteban Kolsky