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Stablecoins: what comes next as settlement infrastructure moves into the enterprise core
For several years, stablecoins sat at the edge of the market narrative, often treated as crypto plumbing or a trading convenience. That is changing as stablecoins are now being packaged more explicitly as payment, and liquidity infrastructure, with clearer… -
Research & Development (R&D) leaders are operating under an intensifying mix of pressures. R&D has become increasingly critical to long-term enterprise competitiveness; at the same time, leaders are being asked to move faster, integrate Artificial Intelligence (AI) and digital technologies into workflows, improve commercialization outcomes,…
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When IKS Health announced its agreement to acquire TruBridge on April 23, 2026, the market reacted with a sharp pop in stock. Together, the combined entity brings revenue cycle management, predictive analytics, and EHR capabilities to support over…
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Organizations have invested heavily in observability platforms, yet a quiet crisis is undermining every dashboard, and every digital experience initiative: too many endpoints remain unmanaged, and under-instrumented. Unified Endpoint Management (UEM) is not a peripheral Information Technology (IT) concern; it is the foundation that determines whether observability produces real…
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Blog May 18, 2026
The structural memory shift: How AI-driven silicon prioritization is reshaping enterprise infrastructure
For more than a decade, enterprise Information Technology (IT) procurement operated on a stable assumption: hardware performance would improve predictably; prices would normalize over time, and supply would scale alongside demand. Moore’s Law was embedded in infrastructure roadmaps and financial planning models What enterprises are experiencing… -
Autonomous vehicles are moving rapidly into commercial mobility, driven by advances in Artificial Intelligence (AI), sensors, connectivity, and demand for safer, more efficient transportation. Waymo, Alphabet’s autonomous-driving company, reported more than 250,000 autonomous trips per week across Phoenix, San Francisco,…
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Over the past few months, Ross and I have spoken with enterprise technology leaders across two large consumer goods firms, a healthcare payer, and a leading global asset management firm. These conversations converged on three themes: Software-as-a-Service (SaaS) consolidation, the path to building an…
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Since the launch of Claude Cowork, narratives suggesting that Artificial Intelligence (AI) will replace Software-as-a-Service (SaaS) platforms have gained significant momentum. We previously referred to this trend as the SaaSocalypse. With the rise in vibe-coding and the rapidly advancing developer tools, many assume enterprises will increasingly build their own…
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Reading the 2026 price action and capital movement A 557% tungsten move and a 30% praseodymium-neodymium move are the same story, told twice. Ammonium paratungstate (APT) prices on the Fastmarkets European benchmark rose 557% after China's February 2025 export controls, hitting…
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Blog May 12, 2026
Context engineering – key to agentic success in enterprises
As enterprises race to build their universes of sophisticated generative AI (gen AI) models and agentic solutions, the first instinct was predictable: strengthen the data foundation. The first wave of readiness was all about modernization – platforms, pipelines, vector databases – making sure Artificial Intelligence (AI) systems had enough structured fuel… -
Recent narratives around Mythos have triggered a familiar reaction, concern that enterprise environments are fundamentally broken. That conclusion misses the point. These newer cybersecurity -focused models are not introducing a new class of threats. They are exposing, at scale, what many security leaders…
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I recently spoke with a solo-practitioner attorney who told me she had “implemented Artificial Intelligence (AI) everywhere.” Given how aggressively the legal industry cheerleaders are pushing AI-led transformation, I expected something sophisticated, perhaps an agentic system handling contract negotiations or a custom-trained legal model. Instead, she described something far simpler: Gemini…
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Vitafoods Europe 2026 opened in Barcelona as a key global gathering for nutraceuticals, functional nutrition, and wellness. Across three days, it was not only about ingredients, innovations, or launches; it showed where the industry is heading.…
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Research & Development (R&D) organizations are being asked to make increasingly complex decisions. They are expected to develop new products, improve internal performance, adopt emerging technologies, and at the same time define where their industry is…
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Last summer, I had the opportunity to speak about uncertainty becoming a constant feature of the RD+I operating environment. At the time, the point was not that disruption was increasing, but that many organizations were still…
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A familiar pattern, at an unfamiliar speed Technology has always reshaped the world, but never at the moment of invention. The steam engine, electricity, and the internet all took years, even decades, to transform economies. Their true impact emerged only once they were…
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