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Research

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Customer Story
October 9, 2026

Caterpillar’s AI Autonomy Efforts Accelerate, But Domain Knowledge Drives Returns

Innovation & Product-led Growth
Caterpillar says its autonomous equipment efforts are accelerating, but the company is focused on using its domain knowledge as the differentiation as it trains its world models. Speaking at CoreWeave’s Fully Connected 2026 conference in San Francisco, Brandon Hootman, vice president of physical AI platforms and…
Larry Dignan
Customer Story
October 9, 2026

How Capital One Evaluates and Governs Its AI Agents

Digital Safety, Privacy & Cybersecurity
Capital One recently outlined how it evaluates and governs AI agents in production at scale. Speaking at CoreWeave Fully Connected 2026, Maulin Patel, managing vice president of product, AI, and ML platforms at Capital One, described the company’s agent evaluation processes for AI agents and large language models …
Larry Dignan
The Board
October 5, 2026

Enterprise Technology Intelligence Book: Quarterly Review Q3 2026

Board Strategy
One of the quarter’s earliest signals came from synthetic data. The enterprise has long supplemented incomplete records with additional information and context; the emerging capability is to construct information that does not yet exist. Synthetic scenarios can represent rare events, missing conditions, exceptions,…
Esteban Kolsky
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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
insights live
Constellation Research Insights
Explore our latest publications, videos and analysis to stay ahead of technology trends with your editor Larry Dignan
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Palihapitiya on AI valuations, energy, auditors
Data to Decisions
October 13, 2026

Palihapitiya on AI valuations, energy, auditors

Chamath Palihapitiya, CEO of Social Captial | 8090, said AI valuations are unsustainable, enterprises need to start talking to their auditors pronto about AI agents and every company needs to get into the energy business. ...
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