Q2 2026 Board Webinar: AI Strategy & What's Next For Q3
In this quarterly webinar, Chief Distiller and Board Advisor Esteban Kolsky and Constellation founder R "Ray" Wang examine what changed in Q2, why it matters for enterprise technology strategy, and the signals technology leaders should watch in the coming quarter.
Highlights from the session:
- Q2 clarified where enterprise AI stands: value now depends on controlled execution, not just access to better models.
- Agentic AI shifted from a capability question to an authority question — what agents can access, what they may do, when they must stop, and who owns the outcome.
- Infrastructure has become the practical ceiling on AI ambition, with power, latency, inference cost, and hybrid architecture now shaping what can scale.
- Cybersecurity is a near-term frontier: nonhuman identities and machine-speed activity inside business systems are becoming core controls, not just IT concerns.
- Talent remains the hardest constraint. Models can supply expertise; only people supply judgment and institutional memory.
Looking ahead, Esteban flagged four challenges for Q3: outcome-driven economics, governed agents, edge computing, and nonhuman security.
His bottom line: capability is abundant, controlled execution is scarce. Q3 will test whether AI initiatives are tied to real business processes, governed data, and measurable economics — or whether enterprises keep buying capability faster than they can turn it into value.