In part one of my two part podcast series with Esteban Kolksy, Chief Distiller, Constellation Research, we discuss the AI debate, and our differences with that debate, and each other. Has the AI discussion changed this year at CCE 205? What were the key issues - and is there an AI gap between vendors and customers? We also hash out AI context, and why Kolksy doesn't like the "context engineering" catchprase, and why I have an equal problem with "grounding" of LLMs. Stay tuned for part two, where we shift gears to discuss Kolsky's progress on decision intelligence for executives and boards, why analyst firms are falling short, and how he uses AI (yes, AI) to assist with that research.