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This is an online copy of our weekly newsletter, written by Constellation's Chief Distiller and Board Advisor Esteban Kolsky, shares curious and interesting insights and data points distilled from enterprise technology to identify what’s notable. If you'd like to get this newsletter in your inbox weekly, Subscribe here.
Analyst Blog
WD-40 reported its second quarter earnings and most of Wall Street was looking for guidance on how higher oil prices would affect the business. They got a bit of technology insight too.
Insight Blog
FedEx Freight is about to become an independent company as it is spun off from FedEx. The technology and AI strategy for FedEx Freight will be to simplify operations, reduce customer friction and create an architecture that can leverage AI today as well as future advances.
At an investor day, FedEx Freight made its debut. FedEx will spin off FedEx Freight, which will become a public company on June 1. FedEx Freight is a less-than-truckload (LTL) company and the separation will enable FedEx to focus on its core air-ground express services and network.
Insight Blog
Amazon CEO Andy Jassy penned his 2025 shareholder and outlined why the company is betting so heavily on AI, how its chip business changes AWS economics and the big picture.
Here's a look at the takeaways from Jassy's annual missive.
Insight Blog
ServiceNow said it has eliminated AI add-ons and will include AI, data connectivity, workflows and governance into every product with EmployeeWorks driving the interface. Workflow Data Fabric and AI Control Tower will be features of the platform.
The company also rolled out Context Engine, a layer of the Now Platform that connects relationships, policy and decision history of AI agents. ServiceNow will also open its platform with new ServiceNow Build Agent skills so developers can build from any tool and deploy directly in ServiceNow.
Insight Blog
Canva has made it clear: it is ready to shake up marketing technology, especially for the small to midsize business market. Already known as a disruptor in visual communications and creative, Canva has announced the pickup of two companies: Simtheory (an AI agent management and collaboration platform) and Ortto (a customer data platform (CDP) and marketing automation play).
Analyst Blog
Canva said it will acquire Simtheory and Ortto in a move that adds more agentic AI and automation to its platform.
Simtheory provides an AI collaboration and agent management platform. Ortto specializes in customer data and marketing automation. Canva's plan is to expand beyond being a design platform to manage marketing workflows from ideation to campaign management.
Insight Blog
Meta has released Muse Spark, a large language model that is purpose-built for Meta's products and first installment of where the company is headed.
In a blog post, Meta said Muse Spark is the first in a family of models developed by Meta Superintelligence Labs. Muse Spark is a multimodal reasoning model that in the big picture represents the direction of Meta's AI unit.
Insight Blog
C3 AI said C3 Code is generally available as part of its Spring 2026 release. The product launch is the first since C3 AI announced a broad restructuring that eliminated 26% of its workforce and refocused on its core markets.
The company said C3 Code can autonomously build production enterprise AI applications quickly via natural language. Its autonomous agents can design, configure, test and deploy applications.
Insight Blog
Z.ai launched GLM-5.1, its flagship open-source model that claims to outperform OpenAI's GPT-5.4, Anthropic's Opus 4.6 and Google's Gemini 3.1 Pro on SWE Bench Pro benchmarks for software engineering. Z.ai's GML-5.1 is competitive in other areas.
The company's next-gen model is able to perform agentic tasks over longer horizons, breaks complex problems down and improves reasoning over its GLM-5 predecessor.
Insight Blog
The Board
A fast read on what’s changing—and what it means for leadership. This summary distills the key signals shaping enterprise AI, including uneven value realization, rising costs, and governance pressures. Built for boards and executives who need clarity on where to focus as AI becomes a core operating priority.
The Board
The April 2026 Enterprise Technology Intelligence report highlights a critical shift: AI is moving from promise to execution and exposing gaps in cost structures, governance, and architecture.
Anthropic announced Project Glasswing, an effort that aims to use the Claude Mythos Preview model to find and fix software vulnerabilities. The model won't be made generally available but will be shared with more than 40 cybersecurity players to secure AI infrastructure.
The cybersecurity project lands as Anthropic has found that Claude models are better than humans at finding and fixing vulnerabilities. Anthropic noted that Mythos has found vulnerabilities in every browser and operating system.
Insight Blog
In Episode 127 of ConstellationTV, Constellation Research analyst Martin Schneider and Editor-in-Chief Larry Dignan joined forces to dissect three critical topics impacting enterprise technology today: Slack’s new AI-powered capabilities, the rise of open-source AI models like Gemma 4, and HubSpot’s outcome-based AI pricing strategy. R "Ray" Wang, founder of Constellation Research, rounds out the discussion with an insightful spotlight on Smartsheet, a leading contender in the work coordination platform market.
Video
Industrial AI is gaining traction as 61% of enterprises are now in production with AI in industrial operations, according to Cisco's State of Industrial AI Report.
The report surveyed more than 1,000 operational technology (OT) decision-makers to get a read on the intersection of OT, IT and AI. Use cases surfaced in the report include process automation, quality inspection predictive maintenance, logistics and energy forecasting.
Insight Blog
LittleHorse Enterprises said it will partner with El Paso Labs to drive business-as-code adoption and integration of governed AI agents for fintech companies.
The partnership highlights how LittleHorse's Business-as-Code platform is gaining traction as enterprises look at governing and wrangling AI agents and microservices to automate processes and workflows.
Insight Blog
CxOs in Constellation Research's BT150 are getting practical about AI agents, looking to align AI strategies with business outcomes with timelines to structurally reposition operating models with AI in about three years.
The BT150 meetup was held April 3. This Constellation Research CxO call operates under Chatham House rules so the takeaways aren't attributed.
Insight Blog
Anthropic said it has inked an agreement with Google and Broadcom to for TPU-powered compute that'll come online in 2027. Anthropic has been expanding its compute infrastructure due to surging demand.
Insight Blog