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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
December 07, 2024

Event Report: AWS reInvents Itself for the Age of AI

Data to Decisions
Matt Garman Has Positively Impacted AWS Amazon Web Services (AWS) hosted over 70,000 attendees at its 13th annual reinvent conference in Las Vegas, Nevada on December 2nd to 6th, 2024. Since its humble beginnings in 2012 when there were 6,000 attendees, this event has been on the must-attend list developer and innovation focused business and technology leaders. After losing three years of momentum, AWS finally found the right replacement for Andy Jassy with Matt Garman as the new AWS CEO. This year’s announcements showcase significant product investments that will provide a stronger roadmap of how AWS will support AI startups and enterprises moving fast into AI. Overall, announcements from reinvent reflect a deep customer understanding.
R "Ray" Wang
Analyst Blog
December 02, 2024

Monday's Musings: Seven Big Themes In Tech For The Next Presidency

Data to Decisions
Expect Regulations For National Security, But Overall Lighter Regulatory Framework For the most part, tech has done well regardless of presidential administrations due to the light regulation of the overall industry. This has allowed large digital giants to emerge and dominate global markets across a multitude of industries. Amidst a national security backdrop and increasing capital required in the tech arms race, government has been hesitant to over regulate.
R "Ray" Wang
Analyst Blog
October 15, 2024

AWS's Generative AI Vision

New C-Suite
Last week, Amazon Web Services had a big analyst show in Seattle briefing who
Andy Thurai