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Analyst Blog
November 1, 2026

Investment Should Follow the Evidence

As enterprises finalize their 2027 budgets, they have far more evidence than a year ago about where technology creates value and where it creates additional requirements. AI provides the clearest example. Two years of pilots and deployments have produced useful applications, disappointing ones, new infrastructure dem...
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, p...
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
July 1, 2026

If CRM Is Dead, How Is the Relationship Still Breathing?

Marketing Transformation
There is a conversation that ebbs and flows heralding the demise of categories of technology. One of the favorite tools to meet its grizzly end is CRM. But it is time to debunk a c...
Liz Miller