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Research

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Customer Story
March 6, 2026

Anthropic vs. SaaS: A Nuanced View

Data to Decisions
Anthropic is a) a software-as-a-service (SaaS) killer, b) a disruptor of multiple industries with its Claude large language model (LLM) and the agentic apps built around it, c) an ingredient brand for enterprise software, d) already part of the enterprise technology establishment via a well-worn SaaS playbook, or e)…
Larry Dignan
Customer Story
March 5, 2026

SaaS Under the Microscope: How To Evaluate Your Vendor

Data to Decisions
Software-as-a-service (SaaS) companies are being repriced, reevaluated, and rethought as analysts, investors, and customers wonder how artificial intelligence (AI) agents will affect the category. CxOs need to go through the same exercise to make sure that they don’t get stuck as enterprise software is disrupted.
Larry Dignan
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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 share the latest in AI. Known as Nvidia GTC, the GPU Tech Conference, always brings a plethora of announcements from chips to apps, new par...
R "Ray" Wang
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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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Nvidia GTC 2026: 7 takeaways from Huang's analyst meetings
Data to Decisions
March 18, 2026

Nvidia GTC 2026: 7 takeaways from Huang's analyst meetings

Nvidia CEO Jensen Huang held court with financial and industry analysts this week at Nvidia GTC 2026 and riffed on tokenomics, why he wished OpenAI and Anthropic were public companies to prove out the tokens to revenue equation and why OpenClaw will become part of the enterprise mix. ...
Workday CEO Bhusri on two-sided coin of agentic AI
Future of Work
March 17, 2026

Workday CEO Bhusri on two-sided coin of agentic AI

Workday CEO Aneel Bhusri said agentic AI is more of a friend to enterprise software than a foe since it can expand the market. However, AI's displacement of human workers is going to be a big issue....
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