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Analyst Blog
January 21, 2026

Constellation Research's AI-First Service Firms

Future of Work
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 organizational structures. Organizations embracing an AI-first approach will make the key architectural shift needed to gain an attacker’s advantage. Leaders can expect future pricing models to shift away from per-seat pricing to outcomes-based models in this new era.
R "Ray" Wang
Analyst Blog
January 20, 2026

What's Agentic Commerce Without Infrastructure? (Distillation Aftershots)

Future of Work
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 have more in-depth links for you to read. First, my take.
Esteban Kolsky
Analyst Blog
April 28, 2025

Monday's Musings: Ray's Law - Intelligence Is Doubling Every 7 Months

Data to Decisions
lt;span style=quot;font-size:12ptquot;gt;lt;span style=quot;font-family:quot;Aptosquot;,sans-serifquot;gt;In the Artificial Intelligence world, there's Ray's Law. AI capabilities double every 7 months. At this seven month doubling rate, in two years, this will be a 1500% increase. In six years, AI intelligence capability will be 10,0000%.lt;/spangt;lt;/spangt;
R "Ray" Wang
Analyst Blog
April 17, 2025

Event Report: Beyond The Hype - Real Enterprise AI at C3 Transform

Data to Decisions
C3 Transform Celebrates Real-World Enterprise AI From March 18th-20th, 2025, C3 AI convened more than 650 attendees across 250 organizations and 50 partners for one of the world’s largest enterprise AI conferences, C3 Transform. The annual event, held at The Boca Raton, brought real AI practitioners together for intense knowledge sharing, hands-on training, and thought leadership in the critical field of enterprise AI.
R "Ray" Wang
Analyst Blog
April 07, 2025

Monday's Musings: The Great Reset - Looking Beyond The Tariffs

Data to Decisions
UNDERSTAND THE METHOD TO THE MADNESS The shock and awe from tariffs represent just one part of the Great Reset that’s being led by a President that has a once in a lifetime opportunity to transform America's standing and shape the POTUS legacy. Hampered by a failing WTO and short-term thinking that plagues the Western world, tariffs provide the biggest leverage point to both political and economic bilateral negotiations for access to the US $29 trillion economy.
R "Ray" Wang
Orbits Blog
April 03, 2025

The Shifting Sands of AI: Why Enterprise Leaders Need to Look Beyond OpenAI

Data to Decisions
The AI Landscape's Tectonic Shift: OpenAI's dominance is crumbling under the weight of technical missteps, unsustainable economics, and intensifying competition from both established players and newcomers. With Microsoft testing rival models, Apple reconsidering partnerships, and Chinese innovations accelerating, the quot;simply partner with OpenAIquot; strategy has become dangerously outdated. The next 18 months will transform the AI ecosystem—and only organizations with flexible, sophisticated approaches will emerge as winners.
Dr. David Bray
R "Ray" Wang