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The Board

Enterprise Technology Intelligence Monthly Update: May 2026

Board Strategy
The market is still talking about models, agents, and intelligence, but the spend pattern has shifted toward the infrastructure required to make any of it usable: data, security,…
Esteban Kolsky
The Board

Enterprise Intelligence Monthly Update: April 2026

Board Strategy
This month’s thread: the breakdown of the “AI promise curve” as it meets execution reality exposes cost structures, governance gaps, and architectural misalignment, forcing…
Esteban Kolsky
The Board

Enterprise Technology Intelligence Monthly Update: March 2026

Board Strategy
This month’s thread: the economic and operating model shift from AI as “capability” to AI as “execution” and what that does to software spend, governance, and workforce planning.
Esteban Kolsky