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 has made an old enterprise technology problem more visible: we continue to measure long-term transformation with tools optimized for shorter-t...
Palo Alto Networks has closed its acquisition of CyberArk, strengthening its identity security portfolio as part of a broader platform strategy. For many security leaders, the logi...
We are going to avoid distracting you from the game, discuss the latest “agents are coming to take over our work and our lives” announcements from recent days, but dig a little dee...
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...
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 ...
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...
Boards that simply approve partnership agreements and wait for quarterly reports are governing for compliance, not resilience, and this distinction will determine which companies s...
In this issue, we are going to discuss our hopes and wishes for 2026…backed by data. I collect great perspectives on the world of Enterprise Tech, and I want to share some of the b...
Most enterprise AI failures aren’t caused by bad models. They’re caused by teams trying to scale automation on top of search-era infrastructure. This article is about what breaks a...
Legacy organizations caught between two S-curves must quickly decide whether to start from scratch and migrate, or to modernize their technical debt within their existing organizat...
In this issue, we have to talk about agentic commerce, given how much it was discussed at NRF this past week. The last time we addressed it was an intro to the topic; this time, we...
World Economic Forum's 2026 Theme Centers Around quot;A Spirit of Dialoguequot;
Another year, another Davos. With 3000 official and 5000 unofficial attendees at UnDavos and a h...
