Q2 2026 Board Webinar: AI Strategy & What's Next For Q3

July 16, 2026

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.

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