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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
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 6, 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 5, 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 1, 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