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Analyst Blog
October 12, 2026

Trust, Identity & Control: Every Action Earns Authority

Board Strategy
Enterprise access was designed around a relatively static bargain. Establish an identity, decide what that identity may access, grant the permissions, and assume they remain appropriate until something triggers a review. Authentication has improved, and permissions have become more granular, but the underlying model st...
Esteban Kolsky
Analyst Blog
March 16, 2026

Event Report: Nvidia GTC Kicks Off - All Eyes on AI Future

Board Strategy
The quot;Super Bowlquot; of AI Begins Today Over 30,0000 in person attendees convened into San Jose, CA along with an estimated 300,000 online to hear Nvidia's CEO Jensen Huang ...
R "Ray" Wang
Analyst Blog
March 9, 2026

To Succeed in AI, Let The CEO Take Over

Board Strategy
In this issue, we are going to address a slew of articles and research released in the last few weeks that examine who is making decisions about AI adoption in the enterprise....
Esteban Kolsky
Analyst Blog
February 15, 2026

How "Context Graphs" are Redefining the AI Landscape

In this issue, we are going to start – so much to cover – addressing context as the next AI evolutionary hurdle. And no better way to do that than by sharing a few links and ideas ...
Esteban Kolsky
Orbits Blog
February 6, 2026

News Analysis: Yes, Software is Still Eating the World

Board Strategy
Enterprise software stocks had been drifting for months as investors quietly questioned whether the traditional SaaS model was sustainable. Then the drift turned into a snap. It...
Roy Andrew Ng