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Analyst Blog
June 03, 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 center of operating decisions, capital allocation, risk, talent, and partner choices. That combination is why it has moved closer to the CE...
Esteban Kolsky
Analyst Blog
June 02, 2026

HOT TAKE: Salesforce Doubles Down on Headless with Contentful Acquisition

Marketing Transformation
The news has dropped that many of us in Marketing had been waiting for: Salesforce was ready to get serious about its biggest experience gap by picking up a content management system. And in typical Salesforce fashion, they did not go small, instead signing a definitive agreement to acquire headless CMS standout, Conte...
Liz Miller
Analyst Blog
February 15, 2026

How "Context Graphs" are Redefining the AI Landscape

In this issue, we are going to start – so much to cover – addressing context as the next AI evolutionary hurdle. And no better way to do that than by sharing a few links and ideas ...
Esteban Kolsky
Orbits Blog
February 06, 2026

News Analysis: Yes, Software is Still Eating the World

Board Strategy
Enterprise software stocks had been drifting for months as investors quietly questioned whether the traditional SaaS model was sustainable. Then the drift turned into a snap. It...
Roy Andrew Ng
Analyst Blog
February 05, 2026

Is the Super Bowl a Master Class in Experience Exploration?

Next-Generation Customer Experience
As the question goes: Are you ready for some football? Super Bowl LX is set to be an epic showcase of data, technology and experience. But for enterprises hoping to shake up their ...
Liz Miller
Analyst Blog
February 01, 2026

Is there value for AI after GenAI?

Board Strategy
What happens after GenAI. LLM and GenAI took over in 2025, even “evolving” into Agentic AI. The problem? LLM has limited abilities, like any other single-solution model, and quickl...
Esteban Kolsky