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Analyst Blog
June 16, 2026

Hot Take: Salesforce Acquires Fin and Leaves Us Reading Between the Agentic Lines

Salesforce has announced its intent to acquire agentic unicorn, Fin. The pickup will bring a customer service focused frontier model into the AI Research fold while delivering an end-to-end customer agent focused on the full customer journey, regardless of functional ownership or individual mandate. ...
Liz Miller
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 it were a cleanup project. It is closer to an operating discipline. Good data helps. Clean data helps. The right data, in the right place, ...
Esteban Kolsky
Analyst Blog
March 16, 2026

Event Report: Nvidia GTC Kicks Off - All Eyes on AI Future

Board Strategy
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 ...
R "Ray" Wang
Analyst Blog
March 09, 2026

To Succeed in AI, Let The CEO Take Over

Board Strategy
In this issue, we are going to address a slew of articles and research released in the last few weeks that examine who is making decisions about AI adoption in the enterprise....
Esteban Kolsky
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