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#920 Quick, think about tasks and skills that can easily be replaced by AI. Logo design has to be somewhere near the top, right? Well, today's chat with my guest, James Barnard, will shift your perspective on becoming irreplaceable and indispensable. Despite AI companies throwing their full force at his niche, James' logo design business is booming in 2026! This session will open your eyes to the key concepts that can help you thrive no matter how low your AI-powered competitors are willing to sink. Tune in because James shares the exact content creation system he uses to turn short-form video viewers into clients and students. We discuss scripting, on-camera confidence, balancing education and entertainment, choosing the right platforms to post on, finding your ideal publishing schedule, DM automation, and more. James then blew me away with his incredible online community strategy. Listen in to hear how a clever partnership with Adobe is providing next-level value for his members! Show notes and more at SmartPassiveIncome.com/session920.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Brooke Hopper stays close to her craft. Before she hopped on a call with us to chat about her role at Adobe, she was deep in Cursor prototyping navigation design ideas. Though Brooke holds an individual contributor role after more than a decade at Adobe, she's managed to have influence and demonstrate leadership without being relegated to management. This is what many designers dream of—craft and career. Bonus content and more on our Substack: https://designbetterpodcast.com/p/brooke-hopper As Senior Principal Designer for Machine Intelligence and New Technology, she helped design the very first Firefly experiments and is now working on unreleased tools that raise fundamental questions about whether things like non-destructive editing, or even layers, still mean what they once did. If you listen carefully, you might get some clues about the products Adobe is cooking up next. But Brooke is more than a product thinker. She's also a design educator, leading a partnership between Adobe and Parsons called “Not Generated” — a name she chose deliberately to start a conversation, not end one. In this episode, we get into what it actually means to use AI as a creative collaborator rather than a shortcut, why design education needs to stop teaching tools and start teaching taste, and why Brooke believes this moment might be the most exciting time in her career. Bio Brooke Hopper is a design leader, speaker, and champion for artists — passionate about building community through creativity and designing better experiences for some of the most talented people in the world. Her work spans platforms and products, always centered on making space for artists and creators to thrive, collaborate, and stay at the heart of the creative process. With years of experience building 0-to-1 products and leading innovation in ambiguous spaces, she turns uncertainty into opportunity — translating bold ideas into tools that empower creative expression. *** Premium Episodes on Design Better This ad-supported episode is available to everyone. If you'd like to hear it ad-free, upgrade to our premium subscription, where you'll get an additional 2 ad-free episodes per month (4 total). Premium subscribers also get access to the documentary Design Disruptors and our growing library of books. New premium benefit: get a behind-the-scenes pass to every episode with The Roundup, where each week we bring you insights and actionable tactics from recent episodes. You'll also get access to our monthly AMAs with former guests, ad-free episodes, discounts and early access to workshops, and our monthly newsletter The Brief that compiles salient insights, quotes, readings, and creative processes uncovered in the show. And subscribers at the annual level now get access to the Design Better Toolkit, which gets you major discounts and free access to tools and courses that will help you unlock new skills, make your workflow more efficient, and take your creativity further. Upgrade to paid ***
Adobe is settling a lawsuit with the DOJ. The EU is looking to an alternative office suite. Amazon is removing 4k video streaming for the poors. Meta is doing another round of layoffs, while the company looks to buy MORE AI nonsense. Google sells off their fiber broadband business. Oppo and Vivo announce price increases. Apple launches the AirPods Max 2. Samsung is looking to make benchmarking easier for developers. Google Play Games is offering game trial downloads! Digg is dead. Again. And we can chat about the Steam Frame and Steam Machine news! Let's get our tech week started off RIGHT! -- Show Notes and Links: https://somegadgetguy.com/b/4bT Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.
Shawn O'Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals against Adobe. In this episode, you'll learn how Figma burst onto the scene after three long years of toiling in the background, why Figma's stock has crash 80% since IPO, and whether Figma's stock is attractively priced at current levels. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:09:01 - Why the design process used to be so messy and disjointed before Figma came along 00:11:08 - How Figma was born out of a partnership at Brown University 00:28:53 - How Figma is turning from a single-hit product into a more diversified platform 00:36:51 - What Figma is doing to redefine the future of AI in collaborative design 00:52:06 - What to make of Figma's young CEO, Dylan Field 00:54:32 - Why Figma crashed after its IPO 00:56:14 - How IPO-related stock-based-comp accounting distorted Figma's 2024 & 2025 financials 01:03:54 - Whether Shawn and Daniel add FIG to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Shawn's meditation app made via Figma. Figma's CEO on the future of design. Figma's CEO on the In Good Company podcast. Figma's investor relations' page. Why Figma wins (blog article). Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shantanu Narayen announced this week that he will step down after nearly two decades as CEO of Adobe. In this conversation first published in early 2025, Narayen talked with host Reid Hoffman about how he led the transformation of Adobe's creative tools like Photoshop to cloud-based subscriptions, how that unlocked faster innovation, and why those lessons are serving the company well in the new age of AI.Synthetic voiceover of Reid Hoffman used in this episode was produced by Respeecher with full consent and permission.Read a transcript of this episode: https://mastersofscale.comSubscribe to the Masters of Scale weekly newsletter: https://mastersofscale.com/subscribeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
GDP data released this week shows an economy that slowed to a crawl in the fourth quarter of 2025 as inflation picked up. That's not a good sign now that oil prices have nearly doubled this year and job cuts continue. We discuss what this data says about the economy and what we're going as investors. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Q4 2025 GDP data - Uber's autonomous momentum - Adobe's earnings - Executive free agents - Stocks on our radar Companies discussed: Alphabet (GOOG), Adobe (ADBE), Tesla (TSLA), Target (TGT), Costco (COST), Best Buy (BBY), Apple (AAPL), Amazon (AMZN), NVIDIA (NVDA), Boeing (BA), 3M (MMM), Netflix (NFLX), Globus Medical (GMED), Aerovironment (AVAV). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
With the Iran war now into its fourteenth day, Carl Quintanilla and Jim Cramer explored how investors should navigate volatile stock and oil markets heading into the weekend. Cramer explained why "we're buying some stuff today for the Trust." Shares of Adobe down sharply after Shantanu Narayen announced he will step down as CEO once a successor is found — and stay on as chair. The anchors reacted to a raft of economic data, including PCE — the Fed's preferred inflation gauge. Also in focus: Meta reportedly delaying an AI rollout, financials and private credit woes, Micron and the memory chips rally, countdown to next week's Nvidia GTC AI conference. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Today we discuss a sense of unease that the market remains as complacent as it does given the magnitude of the disruption of oil and gas supplies through the Hormuz Strait. We also discuss Adobe's huge stumble despite strong earnings, FX and gold and much more. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links: Anas Alhajji discussing important current state of affairs with the war and oil/gas supply situation. A discussion group on the "US Dollar Endgame" with Michael Every, Brent Johnson, Izabella Kaminska and others. About twice per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
Story of the Week (DR):WarSaudi Aramco CEO issues stark warning: Iran war could bring ‘catastrophic' shock to global oilPrediction markets face questions on Iran war bets, from regime change to nuclear detonationThe Maduro Capture (Jan 2026): Just hours before the U.S. captured Venezuelan President Nicolás Maduro, a new Polymarket account wagered $30,000 on his removalIsraeli Military Indictments (Feb 2026): At least two individuals in the Israeli defense forces were reportedly indicted for using classified intelligence to place winning bets on the specific dates of military strikes in IranNational Security Risk: A recent report by Responsible Statecraft warns that officials with the power to influence military timing could alter operations to maximize their payout The Atlantic Council recently warned that foreign adversaries can "weaponize the odds" by dumping money into a thinly traded market to create a false narrative that a country is about to collapse, potentially triggering a real-world panic or bank run.Kalshi (private)1/13/25: Kalshi names Donald Trump Jr. as strategic advisorPolymarket (college dropout Shayne Coplan)8/26/25: Kalshi Advisor Donald Trump Jr. Joins Rival Polymarket BoardTrump Jr.'s 1789 Capital is making an eight-figure investment in the controversial prediction-market company.AI JobsAnthropic just mapped out which jobs AI could potentially replace. A ‘Great Recession for white-collar workers' is absolutely possibleThe most AI-exposed group is 16 percentage points more likely to be female, earns 47% more on average, and is nearly four times as likely to hold a graduate degree compared to the least exposed group.Sam Altman admits AI is killing the labor-capital balance—and says nobody knows what to do about itOracle expected to slash thousands of jobs as massive AI spending creates financial cash crisisLayoffs are feeling awfully tempting for a lot of companies right nowCEOs are using one number in the AI age to decide how many people they still needRevenue per employeePatreon's CEO says AI will be a 'bloodbath for the world's creative people' unless tech companies pay upAtlassian slashes 10% of workforce to 'self-fund' investments in AI and enterprise salesThe unexpected 92,000 drop in payrolls is a clue we might be reading the AI jobs narrative all wrongWorker painAI Is Forcing Employees to Work Harder Than EverAI Job Loss Is Breaking the Psyche of Workers, Psychiatrist Warns‘AI brain fry' is real — and it's making workers more exhausted, not more productive, new study findsEconomist Dambisa Moyo says CEOs must play a role in sustaining the consumer class as AI eliminates jobsThis could only happen if we weren't controlled by the TechBro Dropout GangCII‘Not a goodbye…': What Adobe CEO Shantanu Narayen told employees after announcing decision to step downShantanu Narayen, CEO of Adobe for 18 years, will step down once a successor is appointed, while continuing as board chairman.Google Hands Sundar Pichai $692M Package Tied to AI BetsPackage uniquely ties executive pay to Waymo autonomous vehicle and Wing drone delivery venture performanceCompensation structure sets precedent for linking CEO pay to specific AI business unit success rather than overall company metricsSo now CEOs can either game their bonus by obsessively focusing on one thing or doom the rest of the company by obsessively focusing on one thing or bothAs You Sow Files Lawsuit Challenging Chubb's Refusal to Put Shareholder Proposal Addressing Climate-Driven Insurance Crisis on Company ProxyThe proposal asks shareholders to vote on whether Chubb should commission a report assessing whether pursuing subrogation claims against parties responsible for climate change could reduce losses, benefit shareholders, and help preserve affordable homeowners insurance.This lawsuit follows the SEC's decision to abandon its longstanding role as a neutral arbiter in the shareholder proposal process. In November 2025, the SEC announced that it would no longer review corporate no-action requests under Rule 14a-8, effectively forcing these matters into court—an expensive and lengthy process.Sen. Elizabeth Warren Slams SEC As 'Lap Dog For Trump's Billionaire Buddies' After It Dismisses Another Crypto Case"The SEC should not be a lap dog for Trump's billionaire buddies"Live Nation, Ticketmaster's Owner, Settles Antitrust Case With Justice DeptThat was fastLive Nation Entertainment board includes Trump administration bro Richard Grenell 2 of 12 are womenGrenell is somehow the president of the Kennedy Center for the Performing Arts despite no background in anything resembling “the Arts.”He replaced a woman, Deborah Rutter. The chair is President Trump. Of course. And the board now is down to only one woman: 2 years ago it was 60% female.Glass Lewis recommends voting against Starbucks director over ‘board-level E&S oversight'New York State Comptroller, New York City Comptroller, SOC Investment Group, Canadian responsible investment association SHARE, Merseyside Pension Fund, and Trillium oppose the re-election of lead independent director Jørgen Vig Knudstorp, as well as Beth Ford, chair of Starbucks' Nominating and Corporate Governance (NCG) committee.Ford was chair of the EPCI committee and now leads the NCG committee, which assumed some of the responsibilities of the EPCI when it was disbanded.In its benchmark policy proxy paper, Glass Lewis has recommended investors vote against Ford.Goodliest of the Week (MM/DR):DR:Uber rolls out women-only option in the USDR: CEOs of failed banks would have to surrender pay under bipartisan planSenate legislation would mandate “clawbacks” of executive pay, three years after the collapse of Silicon Valley Bank.MM: 24 states, Nintendo sue Trump over tariffs as refund fight growsCostco CEO Ron Vachris Pledges to Return Tariff Refunds to ShoppersMM: Andrew Yang says we should stop taxing workers — and start taxing AIAssholiest of the Week (MM):War on Women: part 1Alex KarpPalantir CEO Makes Shocking Confession on Disrupting Democratic PowerPalantir CEO Alex Karp thinks his AI technology will lessen the power of “highly educated, often female voters, who vote mostly Democrat” while increasing the power of working-class men.“This technology disrupts humanities-trained—largely Democratic—voters, and makes their economic power less. And increases the economic power of vocationally trained, working-class, often male, working-class voters,” Karp said in a CNBC interview Thursday. “And so these disruptions are gonna disrupt every aspect of our society. And to make this work, we have to come to an agreement of what it is we're going to do with the technology; how are we gonna explain to people who are likely gonna have less good, and less interesting jobs.”To Alexandra Schiff, ex WSJ reporter and daughter of Tom Wolfe, who wrote a semi adoring Silicon Valley book in 2017 holding Peter Thiel as a god (and now sits on this board with Thiel), and to Lauren Friedman Stat, who only seems to post Palantir sizzle reels and as best I can tell is married to a “David Stat” who is the name of a “Director” (not on the board?) of Palantir who is in a Form 4 for selling stock:What the fuck are you doing. Do you read what this dude says? Are you that cucked to the tech bro elite you can't stop and say, “Hey, Alex, maybe tone down the suggestion you're trying to stop female Democrats from voting?”War on Women: part 2Glass Lewis recommends voting against Starbucks director over ‘board-level E&S oversight'Because Starbucks disbanded the Environmental, Partner and Community Impact committee of the board - launched in 2023, dissolved in November 2025Committee launched after majority supported SHP to focus on labor issuesJorgen Knudstorp and Daniel Servitje, the OTHER committee members, somehow escape entirelyKnudstorp is the Lead independent director, Niccol is the CEO and chair of the board (yes, chair)But instead of targeting Niccol or even Knudstorp, Glass Lewis targeted the female chair of the committee… ONLYIf the CEO gets to be chair - doesn't the CEO have to take responsibility for board overall? If you have an LID, are they accountable?? Why would the chair of a committee be target without the chair of the board or LID? Can a committee chair dissolve their own committee??Cracker Barrel - the scapegoat was the person of color who had “diversity” in their job description, not the longest tenured director who was also chair of the board but was a white guy - and Glass Lewis suggested voting out the brown dudeWar on Women: part 3 speed roundDOGE, DEI, and climate changeBlack women were disproportionately impacted by DOGE cuts. A year later, they're rebuilding careers for themselves and each otherI Watched 6 Hours of DOGE Bro Testimony. Here's What They Had to Say For ThemselvesOver the course of a six hour long or so deposition, Justin Fox, a former investment banker turned DOGE bro, refused to define what he believes counts as DEI; admitted he used ChatGPT to scan government contracts for terms such as “Black” and “homosexual” but not “white” or “caucasian;” and said that one of the grants he helped slash was “not for the benefit of humankind” before walking that claim back.Why ‘bringing your whole self to work' is a trap, especially for womenFormer Goldman Sachs CEO says DEI programs are ‘counterproductive,' arguing ‘you're branding the people in that program'Climate change: Women face worst impacts as funding support falls shortIn 2025, a UN women report warned that under a worst-case climate scenario, up to 158.3 million more women and girls may live in extreme poverty globally as a result of climate change by 2050Headliniest of the WeekDR: Shell CEO's Pay Jumps 60% Despite Profit Drop and Fatal AccidentsDR: Jack Dorsey Defends Wearing “Love” Hat While Firing 4,000 Employees in Pivot to AI: "I wanted to approach the whole situation with love."MM: Ozempic mania has even Olive Garden and The Cheesecake Factory cutting back on portion sizesMM: Cracker Barrel sales, traffic continue to slump months after failed rebrandWho Won the Week?DR: National Museum of the American Indian and the coffee at CII, was actually pretty not grossMM: The Council for Institutional Investors Spring Conference, who got to witness Proxy Countdown livePredictionsDR: CII loses our phone numberMM: The women start the uprising now:
Andrew and Tom discuss the Strait of Hormuz, PCE data, and Adobe earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Strap in for a high-octane episode of The Option Block as the All-Star panel breaks down a "day trader's paradise." Host Mark Longo is joined by "Uncle Mike" Tosaw (St. Charles Wealth Management) and "The Flowmaster" Henry Schwartz (Cboe Global Markets) to navigate a market defined by red screens, spiking crude oil, and the return of prediction markets. In this episode, we dive into: The Trading Block: A look at the "wild and wooly" week in the markets, from the S&P 500 hovering at 6,700 to VIX hitting 35. The Prediction Game: Why binary event contracts on XSP are the "new hotness" and how Cboe is simplifying the options landscape for new traders. The Odd Block: Unusual activity in Mosaic (MOS), Barclays (BCS), and a massive 50% jump in Lightwave Logic (LWLG). Mail Block: The panel answers your questions on the Iran conflict's market impact and whether VIX 70 calls are a genius hedge or "WTF" territory. Around the Block: Predictions for the week ahead, including earnings from Adobe and Beyond Meat, and why "the only source of unbiased news is the S&P 500 chart."
Chelsea Spieker präsentiert das Pioneer Briefing.
Justin sits down with Allison Skidmore, Chief Customer Officer at Optimizely, the world's first operating system for marketing teams.Allison brings a rich perspective shaped by stints at Adobe, Stackla, Gigya, and SAP across Asia Pacific before landing in the US to lead customer success at Optimizely. This episode explores how AI is fundamentally reshaping the marketer's daily workflow, what great onboarding looks like in an AI-native world, and what the CCO role must become as organizations race to stay ahead.Episode Notes & Key Topics1. Allison's Career JourneyStarted in SEM at a Sydney agency later acquired by Adobe, rode the wave of digital marketing's early SaaS transition.Spent six years at Adobe running customer success across Asia Pacific, building offshore teams and subscription services models.Moved through Stackla and Gigya (acquired by SAP nine months in), then scaled the CS role across all SAP lines of business in APAC.Joined Optimizely two years ago after reconnecting with CEO Alex Atzberger, bringing global enterprise CS experience to a fast-growing martech platform.2. What Stays the Same in Customer SuccessThe sales-to-CS handover friction is timeless: it never goes away regardless of company size or stage.Digital-first customer engagement (email, offshore teams, automation) has been a constant scaling challenge for decades.The shift from time-and-materials professional services to subscription models remains a dominant trend.Tech advancements create the inflection points: AI is today's example.3. AI and the Marketer's Day-in-the-LifeAllison paints a vivid picture: by 10 AM, an AI-enabled marketer has completed a full week's worth of work.Optimizely's Opal AI product is provisioned across the entire team, enabling agent building, workflow automation, and access to tools like Claude and Gemini.The opportunity is not just efficiency, it's the ability to pull forward backlogged work and shrink implementation timelines (e.g., from 12 months to 3).The companies moving fastest are the ones blocking calendar time to train their teams on prompting and agent-building, not just giving access.4. Reimagining Onboarding and the Customer JourneyAllison's framework: great onboarding is the seamless alignment of three channels, human-to-human touchpoints, email marketing, and in-product experience.Customers now expect to self-serve answers (just like asking AI instead of calling a mechanic), human-heavy onboarding alone no longer cuts it.Consistency is the key: the message the customer gets in the product, in their inbox, and from their CSM should be identical, no basic repeats, no skipped steps.5. The Evolving Role of the CCOThe C-suite fundamentals don't change: stay curious, solve problems, skate to where the puck is going.Today, the puck is AI. If you can't build an agent, you can't expect your team to.Allison is actively realigning roles, KPIs, and commissions around AI-native execution.The CCO who can't leverage AI to scale themselves and reimagine their business will become extinct, just like Blockbuster.Lego is the positive model: reinvention again and again.6. What's Top of Mind for 2026AI continues to dominate, but the customer journey evolution is a close second.Consumers are shifting from Google to ChatGPT and similar tools, which means brands must optimize for GEO (Generative Engine Optimization), not just SEO.Personalization is entering a new era: every touchpoint, not just the website.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(03:17) Adobe Earnings and CEO Transition(06:06) Dollar General's Performance and Market Indicators(09:07) Oil Prices and Economic Implications(12:05) NIO's Market Position and Growth Potential(15:20) Oracle's Business Model Transformation and Risks(35:33) Amazon's Debt Strategy and Its Implications(40:16) Salesforce's Buyback Strategy: Risky or Reasonable?(43:55) Analyzing Kelly Partners Group's Performance(52:39) The Collapse of GoEasy: Lessons in Lending(01:02:21) Nintendo's New Game and Market Impact*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Von Chicago bis zum Pazifik erzählt sie die Geschichte der Vereinigten Staaten entlang ihres berühmtesten Highways.Historiker, Anwohner und indigene Stimmen zeichnen ein vielschichtiges Bild jenseits des nostalgischen Mythos. Die Reportagen zeigen die Route 66 als Seismograf politischer und gesellschaftlicher Umbrüche – von Wirtschaftskrise und Krieg bis in die Gegenwart.Zwischen Kleinstädten, Tankstellen und endlosen Highways wird deutlich: Diese Straße steht für Aufbruch und Verlust zugleich – und für die anhaltende Suche nach Identität im amerikanischen Heartland.ARD-Podcast-Tipp: "Amerika, wir müssen reden"https://www.ndr.de/nachrichten/info/amerika-wir-muessen-reden,podcast4932.html
Entérate de lo que está cambiando el podcasting y el marketing digital:-La comunicación digital cambia para siempre las reglas del periodismo.-YouTube crea un escaparate publicitario para los pódcast más populares.-TikTok e iHeartMedia anuncian los primeros programas de su red de pódcast.Inteligencia artificial-OpenAI busca convertir ChatGPT en un centro creativo más completo.Marketing digital-Adobe impulsa la edición creativa con un nuevo asistente de IA.PatrociniosSuscríbete a la newsletter de Vía Podcast y recibe a diario en tu bandeja de entrada las últimas noticias de inteligencia artificial, marketing digital y podcasting.Este episodio es presentado por RSS.com, la plataforma de hosting de pódcast que te permite publicar, distribuir y monetizar tu pódcast de forma sencilla. Lanza tu pódcast hoy mismo y haz crecer tu audiencia con herramientas profesionales y analíticas avanzadas.
Market update for Friday March 13, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Oil surges past $100 as the Strait of Hormuz remains shut downAdobe CEO Shantanu Narayen announces plans to step downTesla sales rebound in China while BYD deliveries fallUlta shares drop after issuing weaker growth outlookMLB team values approach $3B despite razor-thin profits
The Defense Secretary says he's not concerned about the closure of the Strait of Hormuz, but one energy and geopolitical analyst says the timeline for a resumption of safe passage could take far longer than the administration predicts. Then, Adobe announcing a leadership change. A look at how the next generation of software CEOs will have to adopt to fend off disruption fears. Plus, the CEO of Wheaton Precious Metals. On earnings and the impact to the industry from the Iran war. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
We break down the newest podcast industry data and the platform moves that are quietly reshaping how people watch and listen. We debate what success should mean when YouTube leads listening time, Apple moves video to HLS, and creators still get judged on downloads. • Infinite Dial numbers on in-car audio and monthly and weekly podcast reach • Share of ear shift showing YouTube leading total podcast time • Podbean pulling dynamic ad insertion across Europe and the fallout for creators • Adobe Podcast updates including source separation, music removal, and remote video recording • Completion and retention research from Bumper and why short episodes finish higher • Apple Podcasts video via HLS and what auto-downloads actually pull • Reach versus engagement and the risk of handing measurement to three platforms • Steve Ackerman on why video is additive and how monetisation models may change • BBC monetisation changes, Netflix podcast strategy, and where Amazon might land • AI that helps creators versus AI voice slop that hurts audiences Send James & Sam a messageFinancial Matters with Richard OringRichard Oring, from New Century Financial Group in Princeton, New Jersey, discusses...Listen on: Apple Podcasts Support the showConnect With Us: Email: weekly@podnews.net Fediverse: @james@bne.social and @samsethi@podcastindex.social Support us: www.buzzsprout.com/1538779/support Get Podnews: podnews.net
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über aufkommende Panik an den Börsen, Milliardenrisiken bei der Deutschen Bank und was den größten Ölpreisschock in der Geschichte auslöse könnte. Außerdem geht es um TotalEnergies, Exxon, Conoco, Mosaic, Zalando, RWE, Commerzbank, UiPath und Adobe. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
The Dow, S&P, and Nasdaq all dropping more than 1% as oil spikes. The latest developments out of the Middle East pushing crude back towards triple digits, and how the Fast Money traders are handling the latest swing in stocks. Plus the latest black eye in the private credit crunch, Adobe results moving the software stock after hours, and how the supply chain disruptions in the Strait of Hormuz could impact your next grocery bill. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Eric Johnston of Cantor Fitzgerald asses the market outlook and explains why near term risks for stocks may rise over the next week or two even as he sees the pullback creating a buying opportunity. Earnings drive the tape with results from Adobe, Lennar and Ulta Beauty. Brian Schwartz of Oppenheimer reacts to Adobe's results and management change. Julie Biel of Kayne Anderson Rudnick discusses whether software remains a strong long term bet and why companies with proprietary data and regulatory advantages may prove harder for new disruptors to challenge. Renewed strength in cybersecurity stocks and growing debate over whether global tensions could push digital conflict into a new phase with CSIS's Lauryn Williams. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
With PCE inflation data due Friday but little data today, focus could fixate on oil prices and the war. Adobe reports later, shifting attention to the sagging software sector. Important Disclosures This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. The Schwab Trading Activity Index (STAX) is a proprietary, behavior-based index created by Charles Schwab designed to indicate the sentiment of retail investors' portfolios. It measures what investors are actually doing, and how they are actually positioned in the markets. The STAX is not a tradable index. The STAX should not be used as an indicator or predictor of future client trading volume or financial performance for Schwab. (0131-0326) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
APAC stocks declined as rising oil prices dampened sentiment and stoked inflationary concerns, while the announcement of a record joint emergency reserves release failed to drag energy prices lower, due to likely slow deliveries and with further disruptions in the Middle East from the ongoing hostilities.US President Trump said they knocked out Iran's navy and mine layers, and stated that they won't leave Iran early.The FBI warned police departments in California that Iran wants to retaliate by launching drones against the West Coast.Crude futures rallied some 7% despite the IEA announcement of a record 400mln-barrel emergency joint release, as the action could be seen as a mere band-aid on the supply shock.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.9% after the cash market closed with losses of 0.7% on Wednesday.Looking ahead, highlights include Swedish CPIF Final (Feb), Canadian Trade Balance (Jan), US Trade Balance (Jan), Initial Jobless Claims, Housing Starts, Atlanta Fed GDP, IEA OMR, and CBRT Policy Announcement. Speakers include BoE's Bailey & Fed's Bowman. Supply from Italy, UK & US, Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
IEA OMR cut its 2026 global oil supply growth forecast by nearly half, stating the Middle East conflict as the largest oil supply disruption ever. USTR Greer said the US is initiating a Section 301 investigation into 16 trading partners, including China, the EU, Mexico, Vietnam, India and Japan, which could lead to responsive actions, including tariffs.European equities hit as Iran conflict continues, while Defence names benefit; Oil prices continue to weigh on US equities.DXY continues to benefit from geopols, JPY bucks the G10 trend and holds onto gains.Fixed income initially softer but coming off worst levels. Crude wanes off best levels after Brent briefly topped above USD 100/bbl, reports suggest that India is in discussions with Iran to secure passage for 20 tankers through Hormuz.Looking ahead, highlights include Canadian Trade Balance (Jan), US Trade Balance (Jan), Initial Jobless Claims, Housing Starts, Atlanta Fed GDP and CBRT Policy Announcement. Speakers include Fed's Bowman. Supply from the US, Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast
Microsoft Patch Tuesday, March 2026 https://isc.sans.edu/diary/Microsoft%20Patch%20Tuesday%20March%202026/32782 Fortinet Updates https://fortiguard.fortinet.com/psirt Adobe Updates https://helpx.adobe.com/security.html Zoom Update https://www.instagram.com/direct/t/17848218473607233/
“The narrative is way more important than the numbers” for Adobe's (ADBE) earnings Thursday afternoon, says Daniel Kern. “There's the fear that they're going to be hit on both sides” of their business, with price sensitivity “a real factor” for the consumer and pressure on enterprise. He's looking for whether their AI-integrated suites are continuing to see demand. Tom White offers an example options trade.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
In this episode, Becky and Melissa spotlight one of the most underrated gems in the proposal world: Adobe Share for Review—the live-PDF reviewing tool that keeps your team organized without derailing your sanity. Between enthusiastic SFR praise and some truly premium BlueBeam shade (sorry to all you BlueBeam lovers out there; but fear not, you will be represented on the pod soon), the duo walks through how this simple tool can turn a chaotic review process into organized bliss. Think tidy comment panels, @ mentions that actually work, and the sheer joy of resolving a markup with one satisfying click.They also share their best hot tips, workflow hacks, and wise advice for helping even the most hesitant reviewers embrace the magic of SFR. Tune in to see how SFR can make your reviews collaborative, efficient, and—most importantly—painless.
If you're a software engineer right now, you likely feel like your world is changing overnight. We are writing half or less the amount of code that we wrote even a year ago, which represents a seismic, groundbreaking shift in our industry. However, the rapid introduction of new tools can slide quickly from exciting to purely chaotic, leaving you feeling like you are falling behind. In today's episode, I explore how this changes the nature of our day-to-day work, and why the key to surviving this transition is shifting your mindset from a traditional "Software Engineer" to an "Agent Manager". The Illusion of Velocity vs. Actual Chaos: While the big-picture promise of AI is that the software development pipeline will move exponentially faster, the reality on the ground often feels like unadulterated chaos. Trying to adopt every new tool while spinning up multiple agents to work on parallel tickets introduces a massive new cognitive burden. The Context-Switching Trap: Understand why parallelizing agent workflows fundamentally changes your context-switching overhead. You are no longer just reloading context to build something yourself; you are reloading it to manage, review, and validate a building agent, which rapidly drains your cognitive ability and leads to burnout. The "Agent Manager" Mindset: Treating AI as just a "smart autocomplete" while you try to do the same old job will not work. You need to start viewing your role more like assembly line or process management, focusing on facilitating the system rather than typing every line of syntax. Adopt Old-School Quality Control Tactics: Discover how traditional management methods are becoming essential for individual contributors. Just like a factory manager doesn't inspect every single item off the line, you must develop methods for spot checks, anomaly detection, and standardizing outputs to evaluate the quality and quantity of your agents' work. Shift Your Work Upfront: Recognize that your core effort must move to the specification and planning phases. Your job is increasingly about setting the context, defining the prompt, and establishing strict guardrails before the agent begins its work. Redefining Your Work in Progress (WIP): Proven principles like limiting WIP and focusing on finishing rather than starting are more important than ever to reduce cognitive burden. However, you must adapt these principles to fit a workflow where you are managing processes rather than manually coding. Episode Homework: Take a step back and ask yourself: "What is my true work in progress? Am I actually manually doing these tickets, or am I managing the processes that produce quality ticket work?".
In this episode of Next in Media, I sit down with Sam Garfield, Head of Digital Strategy for CMT Data and AI Platforms at Adobe, to explore how Adobe is quietly becoming the backbone of modern marketing. Sam breaks down how Adobe operates across three core layers: the creative layer (Creative Cloud and Firefly AI), the content supply chain layer (Workfront and asset management), and the data and experience layer (customer data platforms and analytics). Together, these tools form what Sam describes as an operating system for marketers -- a full-stack solution that takes a brand from ideation all the way through activation and measurement. We also dig into the rise of creative intelligence and what it means for brands, agencies, and the future of advertising. Sam unpacks Adobe's Winterberry Group research showing a 23% increase in investment in creative intelligence, and explains why creative can no longer be treated as a fixed cost. We cover how generative AI is accelerating asset production at scale, why agencies are leaning into Adobe's platform rather than building from scratch, and how agentic AI is beginning to appear inside existing workflows. Sam also reveals that traffic to brand sites and publishers is down 40% as LLMs reshape discovery, and shares how Adobe's new LLM Optimizer tool is helping brands regain visibility in a generative search world. Key Highlights
An airhacks.fm conversation with Daniel Terhorst-North (@tastapod.com) about: first computer experience with the ZX81 and its 1K memory, the 1K chess game on ZX81, the ZX Spectrum with 16K and later 48K memory, the Amstrad 128K, typing in game listings from computer magazines, Dan's brother John hacking ZX spectrum games using a hardware freeze device and memory peeking/poking, cracking game encryption and copy protection on 8-bit tape cassette games, the arms race between game publishers and hackers, cracking the Star Wars game security before its release, ZX Spectrum fan sites and retro gaming communities, classic games including 3D Monster Maze and Manic Miner and Jet Set Willy, sprite graphics innovation on the Z80 chip, first internship at Domark publishing Empire Strikes Back on ZX Spectrum and Commodore 64, second internship at IBM Hursley Park working on CICS in PL/1 and Rexx, the contrast between casual game studio culture and IBM corporate culture in the 1980s, IBM's role as a founding partner of J2EE Enterprise Java, JMS wrapping MQ Series, the reliability of MQ Series compared to later messaging technologies, finding and reporting a concurrency bug in MQ Series with JUnit tests and IBM's rapid response with an emergency patch, IBM alphaWorks portal and experimental technologies, IBM Aglets mobile Java agent framework compared to modern A2A agent protocols, Jini and JavaSpaces from Sun Microsystems with leasing and self-healing, JXTA peer-to-peer technology, IBM Jikes Compiler performance compared to javac, IBM's own JVM, JVM running on Palm Pilot around 1999, VisualAge for Java as a port of VisualAge for SmallTalk with its image-based architecture and no file system exposure, Java's coupling of class and package names to files and directories as a design weakness, the difficulty of refactoring without IDE support, Eclipse as the first IDE with proper refactoring, NetBeans IDE performance compared to Visual Studio Code, third internship writing X-ray machine control software in Turbo Pascal doing digital image processing, the pace of technological innovation slowing from kaikaku (abrupt change) to kaizen (continuous improvement), Douglas Adams quote about technology perception by age, DEC Alpha 64-bit Unix performance, commodity Linux hardware replacing exotic RISC machines, Apple M series chips rediscovering RISC Architecture and system-on-chip design, innovation fatigue and signal-to-noise ratio in modern tech, LLMs and the trillion-dollar bet on the wrong technology, electric cars as an example of ongoing innovation, Tailwind CSS shutting down due to AI-generated code replacing paid expertise, Stack Overflow in trouble due to AI summarization, open source innovation continuing with tools like Astral's uv replacing the python toolchain, cross-community collaboration between rust and Python and Ruby ecosystems, first graduate job at Crossfield (Fuji/DuPont joint venture) doing electronic pre-press and color transformation through 4D CMYK color cubes, writing a TIFF decoder from scratch in C, Raster Image Processor technology and its connection to Adobe, transition from C++ to Java feeling quirky, joining ThoughtWorks in 2002 for enterprise Java work Daniel Terhorst-North on twitter: @tastapod.com
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Het is maandag en dan blikken we in De 7 altijd vooruit naar de week die komt, met een gast.Vandaag is dat investeerder Jürgen Ingels, van Smartfin Capital.Hoe evolueert de oorlog tussen Iran en de VS, daarin gesteund door Israël? En welke rol speelt de technologie in zo'n conflict?En zien we die technologie ook opduiken op de eerste defensiebeurs in ons land? Voor het eerst vindt hier zo'n beurs plaats.De resultaten van Oracle en Adobe deze week zijn de gelegenheid om bij onze gast te polsen naar zijn verwachtingen over de markt voor artificiële intelligentie.Verder in deze aflevering van De 7: de nieuwe Bel20, de staat van onze Europese economie, sociale onrust en de vastgoedbeurs in Cannes. Host: Bert RymenProductie: Joris Vanderpoorten See omnystudio.com/listener for privacy information.
The Wolverine Mindset....Keith Rabkin, CEO of PandaDoc, is one of the few leaders I've met who can bridge the gap between "corporate tech elite" and "scrappy underdog."Our conversation forced me (and us all) to look at my own leadership style.At Google, Keith was one of only 25 people—out of thousands of geniuses—to win the "Great Manager Award."His secret isn't just a high IQ; it's what he calls the "Wolverine Mindset" .It's a relentless, "never-give-up" grit that focuses on one thing: obliterating roadblocks so the team can win.So many key insights and here are a few of the topics:- How the best "strategic" leaders get into the details to accelerate progress.- Why Keith left the safety of a global giant (Adobe) to hunt for survival in the trenches.- The controversial move he made that instantly drove 5x profitability.Question: Are we overvaluing "vision" and undervaluing raw determination?-----Connect with the Host, #1 bestselling author Ben FanningSpeaking and Training inquiresSubscribe to my Youtube channelLinkedInInstagramTwitter
In this week's episode of WSJ's Take On the Week, co-hosts Telis Demos and Miriam Gottfried discuss why a surge in oil prices following U.S. strikes on Iran is fueling fresh inflation fears, and how the potential for a supply shock at the Strait of Hormuz could tie the Federal Reserve's hands on interest-rate cuts. Next, our hosts analyze why we see some investors rotating back into enterprise software stocks such as Oracle and Adobe, both of which will report earnings in the coming week. After the break, Marion Laboure, senior strategist and managing director at Deutsche Bank, joins the show to explain why bitcoin and gold are no longer correlated. She breaks down the wishful thinking that drove crypto valuations, explains why she views bitcoin less as a currency and more as an asset, and discusses how investors are viewing digital assets like bitcoin and stablecoins as part of an investment portfolio. Plus, how a new section in the proposed Clarity Act has banks and crypto exchanges debating over stablecoin yields… or “rewards. This is WSJ's Take On the Week where co-hosts Telis Demos, Heard on the Street's banking and money columnist, and Miriam Gottfried, WSJ's investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Oil Prices Surge, Stocks Fall on Widening Iran War Investors Dial Back Fed Rate-Cut Bets Iran Conflict Spurs Rebound in U.S. Borrowing Costs Trump Urges Swift Passage of Crypto Bill Over Banks' Objections Senate Passes Stablecoin Bill in Big Win for Crypto Industry For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Miriam Gottfried here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Spektakel wordt het sowieso. Komende dinsdag komt cloudbedrijf Oracle met de jaarcijfers. Die over het jaar waarin ze enorme deals sloten met AI-bedrijven, maar ook voor miljarden investeerden. Nu willen beleggers knaken zien, denkt onze gast. Ze willen in ieder geval weten of hun belangrijkste klant - OpenAI - de financiële middelen heeft om de beloftes die ze aan Oracle deden waar te maken. Het is ook nog eens cruciaal voor Oracle zelf dat ze scoren, want de sfeer is niet bepaald gezellig als het om hun aandeel draait. Dat verloor sinds de jaarwisseling al ruim 20 procent. Genoeg goed te maken dus. Verder hoor je ook nog kort waarom de verwachtingen bij Adobe minder hoog gespannen zijn. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen. Te gast: Marc Langeveld, Antaurus AI Tech Fund BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
Debbie Millman, designer, author, educator, curator, artist, and pioneering podcast host, joins Designers On Film to talk about Arrival (2016), a movie that has all the ingredients to keep you engaged and make you curious about life on this planet, or life beyond this planet. Amy Adams is Louise Banks, Jeremy Renner is Ian Donnelly, and together they're brought into a government operation to understand, analyze, and hopefully communicate with visitors from another planet. In addition to sharing everything about the movie that she loves, Debbie also talks about how science has been an integral part of her own life, why she believes in alien lifeforms, and ponders big questions about language, love, and time.-Debbie Millman is host of the pioneering podcast Design Matters. Fast Company called her "one of the most creative people in business" and Graphic Design USA called her "one of the most influential designers working today." She's a "woman of influence" as Success Magazine has said, building a career at the intersection of design, storytelling, and cultural commentary. As the founder and host of Design Matters, one of the first and longest-running podcasts in the world, she's interviewed more than 700 of the world's most creative thinkers and makers, having earned the Cooper Hewitt National Design Award, multiple Webby awards and Ambie nominations, and numerous accolades from Apple Podcasts who named Design Matters one of their "All-Time Favorites" three times. Debbie worked on the concept and design of the vault plate that's aboard NASA's Europa Clipper mission to Jupiter's moon. Her work has also appeared in The New York Times, The Washington Post, Philadelphia Inquirer, New York Magazine, The Baffler, The New York Review of Books, and Fast Company. The author of two books of illustrated essays, plus author of eight books, she's also Editorial Director of PrintMag.com which she co-owns, Debbie and her business partners rescued the publication from bankruptcy in 2019, preserving its 80-year legacy. Debbie and her wife, best-selling author Roxane Gay, recently acquired The Rumpus. Debbie lives in New York City and Los Angeles with her beautiful wife, two lovable cats and a very charismatic dog.https://www.printmag.com/author/debbie-millman/https://www.instagram.com/debbiemillman/https://designmattersmedia.com/https://apple.co/designmattershttps://debbiemillman.com/https://therumpus.net/-Zipeng Zhu is a Chinese-born artist, designer, educator, and founder of the award-winning creative studio Dazzle in New York City. He wants to make every day a razzle-dazzle musical and has collaborated with iconic brands such as Apple, Adidas, Adobe, Coca-Cola, Instagram, MTV, Microsoft, Netflix, The New York Times, The New Yorker magazine, Samsung and Uber. His work has been exhibited at major museums and institutions in cities all over the world, including New York, Barcelona, Dubai, Shanghai, Beijing, and Mumbai. Zipeng dedicates his days running both the Dazzle Studio and merch shop Dazzle Supply, bringing his dazzling design to clients and fans around the globe.https://dazzle.studio/-Arrival (2016)https://www.imdb.com/title/tt2543164/ https://www.imdb.com/name/nm5384213/ Stories of Your Life and Others by Ted Chianghttps://amzn.to/4rfSiBk -Other movies, shows, and books discussed:Close Encounters of the Third Kind (1977)Contact (1997)Interstellar (2014) The Twilight Zone, S3.E24: To Serve Man (1962)
Tariffs are no longer theoretical.They're now showing up in earnings calls, pricing data, and customer behavior across the entire eCommerce market.Walmart reported merchandise inflation jumping from 1.7% to 3% in a single quarter. Adobe tracked a 4% spike in online prices in January, the largest single-month increase since they began tracking eCommerce prices 12 years ago.Most sellers see these headlines and panic. Operators translate them into decisions.In this episode of the High Voltage Business Builders Podcast, Neil breaks down what the latest tariff data, price increases across Amazon and Walmart, and changing consumer behavior actually mean for eCommerce operators, and how to build systems that protect your margins when markets shift.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:17) Anthropic's Revenue Surge(07:13) Insider Buying(13:18) Berkshire Hathaway's Stock(23:05) Real Brokerage Earnings Review(30:15) Small Cap of the Week(39:58) Wix's Financial Engineering and Growth(44:57) The Future of E-commerce Stocks(51:52) Michael Burry and Adobe(57:00) Appreciating Capital Losses*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Hacktivist activity surges in the Middle East. Defense tech firms distance themselves from Claude. International law enforcement take down the Leakbase cybercrime forum. A pair of Cisco SD-WAN vulnerabilities are under active exploitation. Google releases an urgent Chrome security update. Age-verification is put under the microscope. TikTok is leaving end-to-end encryption out of your DMs. Our guest is Daniel Barbu, Director of EMEA Security from Adobe, discussing fostering a human‑centered, enablement‑driven, and collaborative approach to AI. Clever code catches cardiac clues. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today on our Industry Voices segment, we are joined by Daniel Barbu, Director of EMEA Security from Adobe, discussing how fostering a human‑centered, enablement‑driven, and collaborative approach to AI through the security guild, trainings, and other initiatives. Tune into the full conversation here. Selected Reading Retaliatory Hacktivist DDoS Activity Following Operation Epic Fury/Roaring Lion (Radware) Threat Brief: March 2026 Escalation of Cyber Risk Related to Iran (Palo Alto Networks) Unit 42's Iran Threat Brief: What We're Seeing (Threat Vector podcast special edition by Palo Alto Networks) Defense tech companies are dropping Claude after Pentagon's Anthropic blacklist (NBC) Sen. Wyden Warns of Mass Surveillance Amid Pentagon's Fight With Anthropic (Gizmodo) Sprawling FBI, European operation takes down Leakbase cybercriminal forum (The Record) Cisco Warns of More Catalyst SD-WAN Flaws Exploited in the Wild (SecurityWeek) Google Rolls Out Emergency Chrome Update to Patch 10 Critical Security Vulnerabilities (GB Hackers) Hackers Expose The Massive Surveillance Stack Hiding Inside Your “Age Verification” Check (Techdirt) TikTok says it won't encrypt DMs claiming it puts users at risk (BBC) WiFi signals can measure heart rate—no wearables needed - News (UCSC) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
Shaped by a childhood of resourcefulness and grit, Barry Bradham's story moves beyond your usual rags-to-riches narrative. Raised in a family where money was often scarce, his parents displayed both strong work ethics and unconventional life choices. Barry started honing his sales skills at just eight years old; he was trading toys and selling bubblegum and baseball cards from a table on the corner. These formative experiences not only instilled the value of integrity but also introduced him early to both the highs of self-sufficiency and the lessons that come when the money in play isn't as innocent as it first appears.From those humble beginnings, Barry followed an untraditional but ambitious route, blending work ethic with curiosity. His adolescence and entry into adulthood were marked by a succession of odd jobs, guided mentorship from community figures, and a constant drive to improve his financial footing. It was this drive, combined with the influence of books like "Rich Dad Poor Dad" and real-life examples of side hustles and entrepreneurship, that sustained his hunger for financial autonomy. But it was also a journey fueled by necessity and wanting a sense of control over his life that he didn't always see modeled at home.In college, Barry took those scrappy entrepreneurial skills to the next level, helping launch new student organizations and eventually moving into a career in banking and real estate. By outward appearances, things looked, well, fine.He had an expanding portfolio, social credibility, and an impressive track record managing both businesses and teams. And yet, beneath the surface, Barry was making decisions in isolation, he no longer had the mentorship and strategic counsel that are vital when navigating high stakes. This was his first “fine but not fine” phase.It all came to a head during the economic downturn, when his calculated risks unraveled. He lost properties, financial security, his fiancée, and his sense of direction. And still, he kept the front up. Smiling. Positive. “I've got this.”But as often happens, those lowest moments became catalyzing ones. One day he was on a bus in the rain in Manhattan Beach, whispering to his sister through the phone that he felt like he was living out the movie The Pursuit of Happyness in real time.He was determined not to stay in that place though. He taught himself graphic design and studied Adobe programs late into the night. Slept on his office floor when he had to. Sold his car. Kept showing up to meetings with a belief that he could still create value.Barry credits his resurgence to humility, learning to ask for help, and embracing community instead of going it alone. His second “fine” season taught him something even bigger. And that story? Tune in to hear him tell it.Resources: Website: https://digilink.global/barrybradham-entrepreneur LinkedIn: https://www.linkedin.com/in/barrybradham/ Facebook: https://www.facebook.com/barrybradham Instagram: https://www.instagram.com/barrybradham_entrepreneur/ Hype Song: Robin Thicke - Blurred Lines ft. T.I., Pharrell https://www.youtube.com/watch?v=yyDUC1LUXSU&list=RDyyDUC1LUXSU&start_radio=1 Invitation from Lori:This episode is sponsored by Zen Rabbit. Smart leaders know trust is the backbone of a thriving workplace, and in today's hybrid whirlwind, it doesn't grow from quarterly updates or the occasional Slack ping. It grows from steady, human communication.Plenty of companies think they're doing great because they host all-staff meetings, keep “open door” policies, and throw the occasional team-building event. Meanwhile, leaders who truly care about culture are choosing better tools.That's where I come in. Forward-thinking organizations bring me in to create internal podcasts that connect people through real stories, honest conversations, and genuine community—your old printed newsletter reinvented for the way people actually work now.If you run, work for, or know a company ready to upgrade communication and strengthen culture, reach out at Lori@ZenRabbit dot com.Because when people feel heard, they engage. When they engage, they perform. And when they perform, the business succeeds beyond projections.
To kick off Women's History Month, Jim welcomes Lara Balazs, the Chief Marketing Officer and EVP of Global Marketing at Adobe. A company at the center of creativity, transformation and technology. Founded in 1982, Adobe is a software company that is famous for its creativity, innovation, and strong employee and customer-centric culture. Their purpose is to change the world through personalized digital experiences, and their offerings include the Creative Cloud, Document Cloud, Experience Cloud, and Adobe Express.Lara is an experienced CMO. Before Adobe, Lara was the CMO at Intuit for six years, and oversaw a strong run, tripling revenue during her tenure. Over the course of her career, Lara has worked at Visa, Nike, Amazon, and Gap. At Adobe, Lara is leading the charge to help shape the iconic company into its next era of growth. Just one year into the role, she's already refreshed the company's mission to “empower everyone to create” and is leading one of the most ambitious AI-enabled marketing transformations in the industry.Tune in for a conversation with a leader who believes we are entering the golden age of creativity…—Learn more, request a free pass, and register at iab.com/ccs Promo Code for $150 off ticket prices: CMOPODCCS26—This week's episode is brought to you by IAB.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Das große Börsen-Update mit BIT Capital-Gründer Jan Beckers hat sich inzwischen zu einer kleinen Tradition im OMR Podcast entwickelt. Dieses Mal blickt er auf ein Ausnahmejahr an den Märkten zurück: Während der Nasdaq stagnierte, lieferte sein Flaggschiff-Fonds 35 Prozent Performance ab. Mit über zwei Milliarden Euro Assets under Management und einer Rendite von rund 1000 Prozent seit Auflage gehört er zur Spitze der Tech-Investoren. Doch für 2026 läutet Jan einen radikalen Strategiewechsel ein. Er erklärt, warum das goldene Zeitalter von Software-Aktien wie Adobe oder Salesforce vorbei ist und er diese sogar aktiv shortet. Stattdessen investiert er massiv in AI-Infrastruktur, Speicherchips und die Energieversorgung hinter dem Boom. Wir sprechen über seinen Weg vom Gründerszene-Chef zum Milliarden-Investor, seine privaten Wetten auf OpenAI und seine Prognose für Bitcoin und Prediction Markets. Doch trotz aller Erfolge warnt Beckers vor einer unsichtbaren Gefahr: Eine spezifische Entwicklung könnte schon in den nächsten drei Jahren eine Katastrophe auslösen, die weit über die Finanzmärkte hinausgeht.
Sorg, Katie, and Dave Podnar hit the week's tech and geek headlines: Nintendo's Virtual Boy revival on Switch, Apple's latest product wave (including iPhone 17e and iPad Air updates), and a troubling report about Meta AI smart glasses and human review. Plus Dunkin's giant drink bucket, MuppetVision in VR, Adobe's AI video-editing experiments, Pokémon nostalgia gadgets, Xbox 1440p cloud streaming, a Marvel retro collection, and a Women's History Month spotlight on Grace Hopper.
Face à la domination des géants américains du numérique, Christofer Ciminelli lance “Le Switch”, une newsletter dédiée aux alternatives européennes. Son objectif : démontrer qu'il est possible de conjuguer performance, souveraineté et pragmatisme.Interview : Christofer Ciminelli, créateur de "Le Switch"PunchlinesIl existe des dizaines de logiciels français, mais on ne les connaît pas.Choisir européen ne suffit pas, il faut que ce soit performant.On peut déjà absorber 80 % de nos usages.En agissant, nous avons plus de pouvoir que le Parlement européen.Pourquoi avoir lancé “Le Switch” ?L'idée est partie d'un constat que je mûris depuis plusieurs mois et qui s'est accéléré avec l'élection de Donald Trump. On a toujours le réflexe d'utiliser des outils américains, que ce soit Google Workspace, Pipedrive ou Adobe. Quand on donne nos datas et notre argent à ces modèles SaaS, on affaiblit l'écosystème tech européen. S'il n'y a pas de marché local, il n'y a pas d'investissement. Et sans investissement, on ne peut pas recruter les meilleurs ingénieurs ni développer des produits compétitifs. C'est un cercle vicieux. Je me suis demandé s'il existait des alternatives européennes. J'ai commencé par les CRM et j'en ai trouvé une trentaine en France. L'offre existe, mais elle est méconnue. “Le Switch” est né pour montrer que ces solutions sont performantes et accessibles.Les alternatives européennes sont-elles vraiment au niveau ?Oui. Je ne parle que d'outils performants. Par exemple, j'utilise désormais Yousign, alternative européenne à DocuSign : c'est moins cher et l'interface est meilleure. Je parle aussi de Noota pour la prise de notes, de Brevo Meetings comme alternative à Calendly, de Lovable pour le développement, de Vivaldi comme navigateur ou encore de Swiss Transfer. Le vrai enjeu n'est pas la performance des outils, mais leur interconnexion. La force des GAFAM, c'est leur écosystème : tout dialogue avec tout. En Europe, on a encore du chemin à faire sur ces connexions API et cette logique de stack cohérente.Quels sont les freins à l'utilisation d'outils européens ?Certains détails manquent encore dans certaines applications. Ce sont les 20 % d'usages qui peuvent faire la différence. Mais si on absorbe déjà 80 % des besoins, c'est un énorme pas. Je constate aussi une vraie prise de conscience dans les grandes entreprises. On parle de plus en plus de dégaffamisation. Dans les appels d'offres, il y a désormais des critères qui valorisent les solutions développées en Europe. Il y a aussi un débat politique avec l'Industrial Accelerator Act, porté notamment par Stéphane Séjourné. Mais au-delà des décisions politiques, nous avons un pouvoir immédiat : flécher nos dépenses vers des acteurs européens.Concrètement, comment "switcher" ?Ça ne prend pas tant de temps. Pour une PME de 30 ou 50 salariés, changer un outil de visio ou de signature électronique est relativement simple. Je conseille de cartographier toute sa stack logicielle. On découvre souvent qu'on paie des outils inutilisés. Ensuite, commencer par les outils périphériques et avancer progressivement vers le cœur du système. Le plus complexe reste la messagerie, notamment Google Workspace, car tout est interconnecté. Mais à un moment, il faut se poser la question sérieusement. Sinon, on ne sortira jamais de cette dépendance.La newsletter Le Switch Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
A Phil Svitek Podcast - A Series From Your 360 Creative Coach
This is a clip from The Wanger Show #285 — “She-Hulk & House of the Dragon Both Premiere + The Last of Us Looks Cool” — originally streamed live on August 22, 2022. (Link: https://www.youtube.com/live/Xj5jhe5F-zs?si=oHBCa32RPc2s2Qca)In this moment from the larger episode, Phil shares a surprisingly simple hack for saving money on Adobe: just ask. Instead of accepting the full renewal price, he reaches out every year — and Adobe consistently offers to keep him at the discounted trial rate (sometimes even throwing in free months).We also talk about:• Why subscription services fight so hard to keep you• The psychology behind retention discounts• Why companies offer cheaper prices only when you try to cancel• A confidence-building exercise: ask for 10% off — anywhereIf you're a creative paying monthly for tools like Adobe Creative Cloud, this tip alone could save you hundreds.Watch the full episode of The Wanger Show #285 for more on She-Hulk, House of the Dragon, The Last of Us, and filmmaking talk with Phil. (Link: https://www.youtube.com/live/Xj5jhe5F-zs?si=oHBCa32RPc2s2Qca)
In this episode of ChaxChat, Dax Castro and Chad Chelius unpack two very different approaches to accessibility innovation. First, they dive into Microsoft's implementation of MathML in Word and PowerPoint and why it represents a genuine win for accessible math. By carrying MathML through to the PDF export with proper tagging and screen reader support, Microsoft demonstrates what it looks like when accessibility is built into the workflow rather than patched on later. They then turn to Adobe InDesign's new AI-generated alt text feature and explore where it helps, where it falls short, and why turning it on by default raises important concerns. The conversation highlights the difference between proven accessibility solutions and experimental AI features, emphasizing the need for human oversight, informed decision-making, and realistic expectations as tools continue to evolve.
Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/Check Out UPX:https://theultimatepartner.com/experience/ The Shift from Attention to Trust In this compelling episode, Ashleigh Vogstad, CEO of Transcends, joins Vince Menzione to discuss the tectonic shifts occurring in the global partner ecosystem. Ashleigh shares her firsthand experiences studying AI at Oxford, the rise of the “Trust Economy,” and the controversial Amazon vs. Perplexity lawsuit. They dive deep into the practicalities of becoming a “Frontier Firm,” the importance of building proprietary AI agents, and the ways Gen Z and AI-driven marketplaces are revolutionizing the buyer journey. Whether you are looking to win Microsoft Partner of the Year or navigate the demise of traditional SaaS, this conversation provides a strategic roadmap for leading through the AI revolution. Key Takeaways The economy is shifting from a focus on human attention to a foundation of verified trust. Future commerce will involve “selling to machines” as AI agents begin making purchasing decisions on behalf of humans. Microsoft is prioritizing “Frontier Firms” that integrate AI into every customer interaction and internal process. Gen Z buyers are prioritizing product value and “dupes” over traditional brand names, with 75% of buyers expected to be Gen Z by 2030. To win Partner of the Year, organizations must publicly celebrate “better together” stories with validated customer wins. Modern leaders should transition from a “growth mindset” to a “frontier mindset” to keep pace with rapid technological change. https://youtu.be/xJmd43NvfnI If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Trust Economy, Selling to Machines, Amazon vs Perplexity Lawsuit, Frontier Firm, AI Agents, Copilot Studio, Anthropic Claude, Microsoft Partner of the Year, B2B Marketplaces, Gen Z Buyer Behavior, Digital Freedom, AI Therapy, Ray Kurzweil Singularity, Substack Growth, Co-selling Partnerships, MCI Funding, Azure Accelerate, Agentic AI, Transcending Tech, Ashleigh Vogstad. Transcript Asleigh Vogstad Audio Podcast [00:00:00] Ashleigh Vogstad: The attention economy is about selling to human beings. Now, if you look at something like the Amazon versus Perplexity lawsuit, the whole underlying premise is around the shift of no longer selling to humans directly, but of selling to machines. [00:00:19] Vince Menzione: We just finished Ultimate Partners Winter Retreat here in beautiful Boca to a sold out crowd. Today I’m joined by Ashley Waad. The CEO of transcends for this compelling discussion. Ash, welcome back to the podcasts. [00:00:34] Ashleigh Vogstad: It’s so good to be here, Vince. Thank you. Uh, [00:00:37] Vince Menzione: so well, we’re back in Boca again and we were just here yesterday for the Ultimate Partner Executive Winter Retreat in person. [00:00:44] Vince Menzione: What a great event we had together. [00:00:46] Ashleigh Vogstad: It was phenomenal. Thank you so much for having us there and on stage and, and genuinely the community is like a family, so seeing so many familiar faces and spending some quality time was just great. [00:00:57] Vince Menzione: It has really, truly become like family. It really, I’m, I’m, I’m having so much fun with this and getting to watch. [00:01:04] Vince Menzione: Not just our business grow and our community grow, but to see all of our friends and, uh, organizations like Transcends that have been with us since the beginning, since the very first ultimate partner acting even before the first ultimate partner. And, uh. We were just talking about. I’d love to catch up with what you’ve been doing. [00:01:22] Vince Menzione: Like you just came, you’ve been on a whirlwind. I mean, you’re always, every time like it’s, where’s Ash? She’s, uh, she’s on a plane again, or she’s on, she’s on the slopes. But tell us where you were just this week. [00:01:34] Ashleigh Vogstad: Yeah. The week started in a snowstorm, actually transporting myself from Whistler. I didn’t know if I would make it to the airport, but then down to Silicon Valley and [00:01:45] Vince Menzione: Nice. [00:01:46] Ashleigh Vogstad: Wow, that place is just inspiring and eyeopening. I mean, seeing the Nvidia campus, a MD, it’s really just other worldly and it had me reflecting on, it’s [00:02:00] Vince Menzione: not Whistler. Yeah, it’s [00:02:02] Ashleigh Vogstad: definitely not Whistler. Definitely not Whistler [00:02:05] Vince Menzione: about, [00:02:06] Ashleigh Vogstad: um, yeah, it just had me reflecting on being down there. I used to spend a lot of time in the Valley around 2017 and. [00:02:13] Ashleigh Vogstad: In this theme of AI and kind of what’s really coming, I was, I was thinking about, I had met this woman, Julia Moss Bridge, who’s a neuroscientist studying ai. She had a project called Loving Ai, and I was down there when they had borrowed Sophia, this humanoid robot from S and Robotics. [00:02:32] Vince Menzione: Oh yes. Yes. [00:02:33] Ashleigh Vogstad: Really interesting. [00:02:34] Ashleigh Vogstad: Sophia’s actually a citizen of Saudi. Mm-hmm. First, first robot to actually be made citizen of a country. So they had Sophia set up and the part that was just mind boggling at the time was that Sophia was hosting in real life therapy sessions with actual human beings sitting across the table. And what really struck me as. [00:02:59] Ashleigh Vogstad: Kind of just, you know, that was only eight, nine years ago. And that was esoteric. Wacky and [00:03:05] Vince Menzione: eerie. [00:03:05] Ashleigh Vogstad: Weird. [00:03:05] Vince Menzione: Eerie at the time. [00:03:06] Ashleigh Vogstad: Incredibly eerie. Yeah. I mean, a, a human getting, uh, you know, therapy sessions from a robot sitting across the table. Yeah. And it just had me thinking how far we’ve come today. In 2025, Harvard Business Review said that therapy is actually the number one use case for ai. [00:03:26] Vince Menzione: I’ve heard that. That is striking. I go back to COVID. We were having this conversation last night at at the dinner for the Ultimate Partner event, and I think that COVID allowed us to transcend, [00:03:42] Ashleigh Vogstad: mm-hmm. [00:03:42] Vince Menzione: No pun intended there, but actually accelerate where we are today, that the acceptance of AI and the acceleration, or the ability to accept change so quickly. [00:03:56] Vince Menzione: Started with COVID because we were so, so we were forced on whatever it was, March 10th I think, here in the United States to shut down everything and move to this remote life. [00:04:08] Ashleigh Vogstad: Mm-hmm. [00:04:09] Vince Menzione: And I think we’ve been shocked by that. I think our systems have all been shocked by that. And then here comes chat GBT in November of 2022 and we’re like. [00:04:20] Vince Menzione: Shocked in some respects, but like really everyone has embraced it in such a strong way, and now we’re getting. It’s almost daily update. You know, we’re gonna talk, I know we’re gonna talk about Anthropic and some of the things that’s been happening just in this last month that are striking and changing that have a lot of organizations trying to navigate, which is what, you know, you, you help organizations do. [00:04:43] Vince Menzione: But it feels like this is happening so fast and will continue to happen so fast. And as I said yesterday, I don’t know what this world’s gonna look like by 2030. [00:04:53] Ashleigh Vogstad: You know, and I think the thing is, is that nobody knows what the world is gonna look like in 2030. I’ve been reading Ray Kurz Well’s, the Singularity is nearer, so the original book, the Singularity is near and he’s known to be a very accurate predictionist on the future. [00:05:11] Ashleigh Vogstad: Yeah. But even with someone like that, you know, there, there nobody really knows what the world is gonna look like. And when you talk about COVID. At transcends, we have a value of digital freedom. So I founded the business in 2018, which was pre COVID. I as a fully remote organization, and at the time that was, you know, more groundbreaking, but then very quickly with CI that, that became the so-called new normal. [00:05:37] Ashleigh Vogstad: But we’re always thinking about. You know, remote first doesn’t mean remote only, and I think in this tide of what you’ve talked about, technological change being more acceptable and the pace of change. One of the interesting things that we see as a go-to-market agency is that in-person events are increasing. [00:05:56] Vince Menzione: Yes. [00:05:57] Ashleigh Vogstad: People want and crave the face-to-face. Just like with the ultimate partner series. [00:06:02] Vince Menzione: I felt it. So it was striking yesterday. It, it seems like it’s, again, this was event number nine for us, but to see the, um, uh, receptiveness isn’t the right term, but it was this, uh, people, the, the embracing. Of seeing each other and hugging each other and being in the same room with each other. [00:06:22] Vince Menzione: And even people that didn’t know each other, like by the, the, as the day evolved, this, uh, connection that they all seemed to have with one another during the sessions and participating, everyone actively participated in the sessions. And, um, I said this in the beginning, we’re not a Slack channel and we’re not like some post on LinkedIn. [00:06:43] Vince Menzione: Uh, we’re there, there’s no playbook that’s set today around partnerships or even go to markets and marketing that we could espouse and say, this is the playbook for the next year. Right. It’s, it’s changing so rapidly. [00:06:55] Ashleigh Vogstad: So rapidly, [00:06:57] Vince Menzione: and you’ve embraced it. And I, and what we’re gonna talk about right now, I mean, I, I, you know, you’ve embraced AI in such a strong way. [00:07:04] Vince Menzione: Um, personally and with your business, I want to, I wanna dive in here a little bit. First of all, a couple things For those of those who are listening who don’t know you, I think maybe just a moment about transcends and your role, and then I wanna dive in on how you’re thinking about ai because I know you’re doing some things personally. [00:07:22] Vince Menzione: I want you to share that with, with our listeners and viewers today. [00:07:25] Ashleigh Vogstad: Yeah, great. And I just wanna comment that it was a cool moment yesterday being up on stage with yourself and Mark Monday from ServiceNow and having the audience so engaged and active and Nina Harding from Microsoft stepping up and entering the conversation. [00:07:40] Vince Menzione: So cool. [00:07:41] Ashleigh Vogstad: It just made for such a collaborative experience, which was a cool moment, but yeah. Um, so. I founded this business, transcends a go-to-market agency after being at Microsoft myself. And really our differentiation is deep strategic partnerships with hyperscalers, whether that’s AWS, Google, Microsoft, and you know, that. [00:08:03] Ashleigh Vogstad: It comes with a challenge to be on the leading edge of technology. [00:08:08] Vince Menzione: Yes, [00:08:09] Ashleigh Vogstad: it, it’s really an imperative for our business and we are an AI first firm. Microsoft talks a lot about Frontier Firm, and I’ll take a, a different kind of angle on it. You know, when I think about Frontier. I now think about it as instead of the growth mindset, I now think about a frontier mindset. [00:08:28] Vince Menzione: Frontier mindset. You have to change my principles. [00:08:32] Ashleigh Vogstad: You know, maybe, like you said, the world is changing so rapidly. Yeah, it’s [00:08:36] Vince Menzione: changing rapidly. [00:08:36] Ashleigh Vogstad: And what a frontier mindset means is that as we’re approaching work for our clients, we are thinking about AI innovation in every single customer. Interaction, customer innovation. [00:08:49] Ashleigh Vogstad: So today we’re building AI agents into much of the work that we’re delivering for clients. And as a business owner and leader, I’ve been challenged to also think critically around how I’m choosing to run the company. And right now we’re going through a huge overhaul of where we have data sitting in silos and different applications. [00:09:09] Ashleigh Vogstad: Yep. And getting that into one place with one view so we can start layering on more insight. AI innovation. [00:09:17] Vince Menzione: Yeah. And data’s such an critical part, part of this, as we, we talked about yesterday. But you know, even the, what you said, which is, would, would’ve been striking a year ago to say, we’re an AI first, uh, agency isn’t as striking anymore. [00:09:32] Vince Menzione: Uh, we heard Nina when we were having this conversation on stage yesterday, say that it’s an imperative at Microsoft that the agencies that they choose to work with, the third party vendors that they work with have to be an AI first organization. I have to be a frontier firm, and so I’m a, I am sensitive to the word frontier firm. [00:09:53] Vince Menzione: I understand why Microsoft uses it and I understand the value of what we used to call, you know, customer zero or back in the day we used to say eating your own dog food, but essentially being an organization that has leaned in, in a way, and with ai. Even more so, so important to do it. So tell us, I know you’ve done some things personally as well, but tell, tell us what you’ve done with the organization. [00:10:18] Vince Menzione: Uh, you talked about data and making data available and having, having a true data state as opposed to silos of data, but then you also made some personal investments and sacrifices. I would say. [00:10:30] Ashleigh Vogstad: Yeah. [00:10:30] Vince Menzione: Yeah. In terms of what you’re doing around ai, [00:10:32] Ashleigh Vogstad: so I mean, let’s start on the personal side. I’m the CEO of my organization, and you can read in books or news articles that it is critical for AI transformation to start at the C-suite and specifically in the CEO seat. [00:10:46] Vince Menzione: Yes. [00:10:46] Ashleigh Vogstad: And that really. Landed for me and so I’m personally leading in About two weeks ago, I built an agent, just end-to-end on my own, got into copilot studio. Wow. Got comfortable with the interface. You know, I was clunky moving around in there at first, chose my model. You know, I went with one of the anthropic Claude models for this particular project and built up an agent that can deliver executive communications like. [00:11:14] Ashleigh Vogstad: Thought leadership blogs, uh, LinkedIn posts, but in a particular human being’s voice by ingesting things like their social profiles, their SharePoint sites, where they live and work. And it has been so surprising doing an ab test between just what a chat GBT or a copilot could produce. [00:11:32] Yeah. [00:11:33] Ashleigh Vogstad: In comparison with the authenticity of the voice coming from the agent. [00:11:37] Ashleigh Vogstad: Uh, it was just a really cool experience to roll up the sleeves and get in there. But also I think the, the investment that you’re referring to is, I made a big decision to return to school and uh, got accepted to go to Oxford. [00:11:52] Vince Menzione: Wow. [00:11:52] Ashleigh Vogstad: And I’m studying artificial intelligence there. [00:11:54] Vince Menzione: That is incredible. That is incredible. [00:11:57] Vince Menzione: Oxford, uh, we’ve heard of that school before here in the United States. [00:12:03] Ashleigh Vogstad: You know, it’s been a really great experience. It’s in person, so I’m traveling there about every 60 to 90 days and living on campus. I mean, really, Oxford isn’t. Formally a campus, it’s sort of a, a city and a university all, all ruled into one and the experience has been really powerful. [00:12:21] Ashleigh Vogstad: Yes. One of the things I wanted to get outta the program was a more global perspective, and it’s been fascinating to me that about half the faculty so far, or or professors, guest lecturers that have been coming into the program have been from China or very direct experience working in the Chinese market. [00:12:38] Vince Menzione: That is fascinating. [00:12:39] Ashleigh Vogstad: It’s been a completely different view. Or for example, you know, really digging into some of the legal cases that are driving precedence for how AI is interacting with corporations. [00:12:51] Vince Menzione: Mm. [00:12:51] Ashleigh Vogstad: One of the big ones for me has been looking at Amazon versus p perplexity. This is still a live case that’s happening right now. [00:12:58] Ashleigh Vogstad: And you know, I think it was Forbes magazine that the headline was the End of Commerce for this case because it’s really about. How human beings are being replaced with machines and hearing some of the world’s leading thinkers, leading AI researchers on these topics has just been really expansive. [00:13:19] Vince Menzione: It’s fascinating. [00:13:20] Vince Menzione: I mean, it’s, this started a couple years ago with, uh, Hollywood, in fact. Suing the industry or suing the technology companies with regards to, uh, employment, right? Mm-hmm. About the, the, uh, copyright infringement and what’s gonna happen in the entertainment industry. And I think that was just a one very small example. [00:13:40] Ashleigh Vogstad: You know, voice people think about DeepFakes. Yeah. And they think about video, but actually voice is a big issue. And you look at the, um, you know, the what happened between Scarlett Johansson and her voice in her, and then open AI rolling out a voice that sounded identical. Sounds like her. [00:13:59] Vince Menzione: Yeah. [00:13:59] Ashleigh Vogstad: To Scarlett Johansen and, and where that went. [00:14:01] Ashleigh Vogstad: It’s, it, this is a new ground for, for everybody that we’re going through right now. [00:14:07] Vince Menzione: It is. We can dive and go in so many different directions, but let’s talk about marketing and advertising since that’s kind of. Transcends core, and a lot of the people that watch and listen to us are in the partnership world. [00:14:22] Vince Menzione: They’re leading organizations, they own organizations, the the chief executives or CVPs of organizations. Let’s talk about advertising and where that’s going. [00:14:32] Ashleigh Vogstad: Yeah, great. [00:14:33] Vince Menzione: Yeah, [00:14:33] Ashleigh Vogstad: I mean, uh, I love Marshall McCluen. He’s a Canadian theor, uh, media theorist, and in 1964, he very famously said, the medium is the message. [00:14:43] Ashleigh Vogstad: And what that really means when you peel back the layers is that every type of communication medium has these inherent biases. And I think what we’re experiencing right now is this new medium of artificial intelligence, and I’m really interested in exploring what that means for the media world. So. If I gonna take you back to 1997, there’s this really famous, the Innovator’s Dilemma. [00:15:10] Ashleigh Vogstad: Yes. Kind of a classic business 1 0 1 type book by Clayton Christensen. Yes. And he talks about this theory of disruption where new technologies, emerging technologies start at the low end of the market. They gain this momentum and they eventually displace incumbents. And you know, sometimes seemingly out of nowhere. [00:15:28] Vince Menzione: Yeah. And Microsoft was a good example of this at that time. [00:15:32] Ashleigh Vogstad: Def, [00:15:32] Vince Menzione: yeah. [00:15:33] Ashleigh Vogstad: All the big players. All the big players. I mean, Google go for search as well, right? So that’s one of the classic examples. And so. If we look at storytelling technology, you have things like chat, GBT and Sora entering the scene. And in the beginning, you know, they’re producing a shitty first draft. [00:15:51] Ashleigh Vogstad: Uh, you know, it’s things like post-apocalyptic dogs with five finger human beings. Yeah. Things like this. But, you know, and they really lacked emotional resonance. But as we all know. That’s not the case anymore. No, it’s [00:16:05] Vince Menzione: not. [00:16:06] Ashleigh Vogstad: AI is increasingly producing content that is very powerful and is starting to resonate with people. [00:16:13] Ashleigh Vogstad: You know, I’m definitely not a neuroscientist, but if we, we look into the neuroscience, it’s your cortical sal circuit that. Kind of is responsible for pattern recognition and it compares what you’re seeing in the real world with what you expect to see. So when you take this into a space of advertising, you know, if there’s an ad that is AI generated, that is just weird and kind of. [00:16:38] Ashleigh Vogstad: Tweaking for you. [00:16:39] Vince Menzione: Like that robot we were talking about earlier, [00:16:41] Ashleigh Vogstad: like the robot we were Exactly, yeah. Like Sophia, you enter what psychologists call the uncanny valley, so it’s like what you’re looking at isn’t exactly what you’re expecting to see and the Spidey sense is, is tweaking. You know, that’s a low place of emotional resonance. [00:16:58] Ashleigh Vogstad: This world is changing really, really quickly and we’re seeing AI generated media make huge impacts in the market Now, tools like Luma Dream Machine, I mean, it’s incredible what they can achieve today. [00:17:11] Vince Menzione: It’s fascinating. We see it in, you know, I spend a lot of time on LinkedIn. That’s sort of the world of our business community, and you can very easily detect when someone is doing a post. [00:17:22] Vince Menzione: Or they’re writing an art, whatever they’re doing. Right. Some type of draft of something. Uh, and you can tell when it’s ai, I mean, it’s so easy to tell, and even people are generating reports and claiming that their research papers or studies or whatever they call them, uh, and it’s AI generated and it’s just the authenticity isn’t there. [00:17:39] Vince Menzione: The, the sense that this is real. That it can be trusted is not there. And I think trust is what we’re talking about here too, as well. [00:17:47] Ashleigh Vogstad: Yeah. I mean, let’s go to authenticity ’cause that’s super important. Yeah. And I know a lot of your listeners, you come from the hyperscaler world of partnerships. You need to have that differentiated, better together story. [00:17:59] Ashleigh Vogstad: Yeah. It’s really important to have an authentic voice in market. And I think about that also in terms of platforms and channels. We’re seeing a decrease in certain major social media platforms, and yet Substack spiked 48% in monthly active users last month. [00:18:15] Vince Menzione: That’s [00:18:16] fascinating. [00:18:16] Ashleigh Vogstad: Um, you know, and I think that one of the reasons is it’s viewed as a more authentic channel where you’re getting thought leadership from people that you’re, you know, genuinely interested in hearing their, their points of view. [00:18:28] Ashleigh Vogstad: And I think that’s really an important piece in here. [00:18:31] Vince Menzione: Yeah, you mentioned this yesterday and you had me thinking about it as well because we have used LinkedIn for everything internally, our newsletter, which has been around for six or seven years now. But that Substack is really, and I go to Substack too, to, if I really wanna dig in on a topic. [00:18:47] Ashleigh Vogstad: Mm. [00:18:47] Vince Menzione: And there’s a particular author that I like their point of view, I’ll follow, I’ll follow them on Substack. [00:18:53] Ashleigh Vogstad: Yeah. I mean, and this comes, maybe brings us around to who is the buyer and who is the audience, and who do we need to be thinking about when we’re designing sales and marketing programs. And really we’re, we’re shifting into the place of the Gen Z buyer by 20 30, 70 5% of buyers are gonna be Gen Z. [00:19:12] Ashleigh Vogstad: They’re gonna control 12 trillion in. Spend [00:19:16] Vince Menzione: by 2030. ’cause we, we’ve been, we’ve been saying that the millennial is the new buyer the last three years. I think Jay said it right here at this stage. [00:19:23] Ashleigh Vogstad: Mm. [00:19:24] Vince Menzione: Um, so now it’s Gen Z. [00:19:27] Ashleigh Vogstad: And they’re buying online. Yeah, they’re buying in marketplaces. Yeah. So a stat recently was that roughly half of them made purchases on the social platforms of YouTube, Instagram, or TikTok in the last month. [00:19:39] Ashleigh Vogstad: I mean, that buyer behavior of being inside. Social type application and directly making a purchase. And I think in the B2B world, we need to take lessons from here and start thinking more front and center than we even have been around marketplaces. I mean, part of my reason for being in Silicon Valley this week was to celebrate a $12 million transaction that happened via Marketplace and two years ago that would’ve been a huge deal. [00:20:06] Ashleigh Vogstad: Huge, [00:20:07] Vince Menzione: huge. [00:20:07] Ashleigh Vogstad: And, and it still is a really big deal, but these things are becoming. More and more common experiences. Very much so. We need to be there and in that conversation. [00:20:16] Vince Menzione: So how are you thinking about it? How are you directing your clients to behave or act around it? What are you, what are you doing exactly that we could take to this community perhaps and share with them. [00:20:28] Ashleigh Vogstad: I’ll bring it back to the authenticity piece because you need to have a product that delivers value first and foremost. There is, there is no substitution for that. Yeah, and what I would say is. One of my professors at Oxford, Eric Zow, he has this theory that I’m really digging into and finding very fascinating, which is that for the last several decades we’ve been in the attention economy, and that’s shifting to the trust economy. [00:20:55] Ashleigh Vogstad: Now the attention economy is about selling to human beings. Yeah. It’s about the, the business model is essentially that you need human being eyeballs on lists of recommendation links. Yeah. Whether that’s from Google or from, you know, searching, shopping on Amazon, you get this list of recommendation links and the economic engine that drives that business model is advertising. [00:21:19] Ashleigh Vogstad: Now, if you look at something like the Amazon versus Perplexity lawsuit, the whole underlying premise is around the shift of no longer selling to humans directly, but of selling to machines, or in other words, agents who are making purchases, s on behalf on your behalf. And an agent isn’t going to be razzle dazzled by some inauthentic story. [00:21:44] Vince Menzione: Yeah. [00:21:44] Ashleigh Vogstad: They’re gonna be looking for third party validation on Exactly. You know, they need to be sure that they’re making the right decision. [00:21:51] Vince Menzione: They’re gonna look at surveys, they’re gonna look at customer comments. Like if I went through my Amazon site and I was looking to see what people said about the purchase or the product and specifically Exactly. [00:22:01] Vince Menzione: The agent’s gonna do this on my behalf, is what you’re saying. [00:22:04] Ashleigh Vogstad: This is what I’m saying. Yeah. And, and. I believe that to layer on top of, you know, Eric Z’s philosophy, I’ve been thinking about this in terms of the hyperscaler world, and I think that this is the time to lean into co-selling partnerships. [00:22:18] Ashleigh Vogstad: Yeah, because being third party validated by somebody like AWS Microsoft and having all that co-sell data, what are your recent wins? Yes, that’s really high integrity, trusted data source for an agent to make a purchasing decision, and marketplaces are a key part of that. [00:22:35] Vince Menzione: So we’ll move from AI will take a, a more active role in the marketplace. [00:22:40] Ashleigh Vogstad: I definitely believe so. [00:22:42] Vince Menzione: Which makes total sense. I, you know, we’ve been doing this for nine or 10 years now, and when I was at Microsoft, we started co-selling. In fact, it was, uh, Aaron Feiger was up on stage yesterday talking about it. Right? January of 2016, co-selling began. [00:22:55] Ashleigh Vogstad: Mm. [00:22:56] Vince Menzione: And there were only a few companies doing it. [00:22:59] Vince Menzione: Right. So she worked with one of the very first ones that were doing it. Uh, the challenge we have today is there are tens of thousands of partner organizations in the marketplace that are all trying to get the attention of the Microsoft sellers. Hmm. As, or the Google sellers or the AWS sellers and tell their story. [00:23:19] Vince Menzione: And a seller only has so many minutes in a day, they have a quota that they have to hit. These quotas are tens, if not hundreds of millions of dollars of annual quota of cloud consumption. And I wanna sell my $50,000 widget, whatever it is. Yeah. Right. And I, I don’t understand why I’m not getting a callback. [00:23:38] Vince Menzione: And this, this is the dilemma we’ve faced because of, because of this, uh, scarcity of time and this over overwhelming of tech, you know. Tech, tech buyers trying to make this all happen, so now the AI can come in and help me solve for it as a seller, right? [00:23:55] Ashleigh Vogstad: The AI is definitely acting as an interface to make recommendations to field sellers in different organizations and. [00:24:04] Ashleigh Vogstad: To, to kind of take this on a, a tangent. Dupes. So a dupe. I know people of my generation, we’d think about this like a knockoff Right. You know, a knockoff handbag. [00:24:15] Vince Menzione: Yep. [00:24:15] Ashleigh Vogstad: Dupes have exploded. [00:24:16] Vince Menzione: Fake. Fake Rolexes. [00:24:18] Ashleigh Vogstad: Exactly. The fake Rolex for sure. And I think it was in December, P WC rolled out a survey. 81% of Gen Z were planning to purchase a dupe this holiday season. [00:24:29] Vince Menzione: That’s wild. [00:24:30] Ashleigh Vogstad: Dupes can be, you know, we gave luxury, good examples, but Louis [00:24:34] Vince Menzione: Vuitton and yeah. So, [00:24:35] Ashleigh Vogstad: but furniture, these sorts of things. And the important takeaway here for tech is the same principle will land, is that people are looking for value out of a product, not necessarily a name brand. AI is accelerating this whole process, and agents are gonna be looking at the same thing. [00:24:56] Ashleigh Vogstad: They’re looking for that authenticity in terms of the actual product value. So, you know, beware there’s lots of disruption happening in the market right now with this dupe mentality, which is actually a cultural shift talking about I appreciate value over a superficial. Brand name. In some cases, there’s also a, a small contrary trend where certain luxury goods are rising because yes, things are never that simple. [00:25:22] Vince Menzione: So you work with a lot of these tech companies, a lot of SaaS companies, is we, we call them ISVs, we also call them, uh, software development companies. Now we keep changing these acronyms around. Uh, there’s been a lot of, uh, consternation in that segment, I would say, around ai. Right, because a lot of them are getting told that they’ll be outta business in a few years. [00:25:43] Vince Menzione: Mm-hmm. I think Satya Nadella famously said this last year that SAS will go away. Right? He’s predicting the demise. How do you help some of these organizations to differentiate? And there’s some of these are huge value organizations. We have have them in the room with us, ServiceNow and Veeam and Adobe. [00:26:01] Vince Menzione: Um, how do you help them achieve their results? ’cause that’s what you, you know, your organization is really helping these organizations to achieve their pinnacle as a partner. What do you, what do you say to them now and how do you help them through this time? [00:26:16] Ashleigh Vogstad: I’m on the side of the fence that I really can’t see an organization ripping out something like Salesforce, Adobe, ServiceNow. [00:26:24] Vince Menzione: Agreed. [00:26:24] Ashleigh Vogstad: I mean that the amount of change management and. The extent to which these, these platforms are embedded, actually running and operating organizations. I personally, if, if we’re calling those companies, SaaS companies, I don’t agree that that layer is gonna go away. I mean, we’re seeing these organizations lean into AI in a huge way to borrow Microsofts. [00:26:50] Ashleigh Vogstad: Term, you know, they’re all becoming frontier firms. [00:26:54] Vince Menzione: Yes. [00:26:54] Ashleigh Vogstad: So where I would go to, to answer that question, we do work with many, you know, organizations on that caliber, on things like their marketplace strategy on how to light up the fields of different hyperscalers. It really does come down to things like having a strong drumbeat with the Microsoft field, celebrating your win stories. [00:27:15] Ashleigh Vogstad: Maybe that’s where I’ll land as Please do the marketer, because it sounds so simple, and I don’t know why we kind of continue to come back to this, but we’re talking about that third party validation and really, um, in order to have that, like what the hyperscalers want is you jointly celebrating success. [00:27:36] Ashleigh Vogstad: Here’s the kicker. Publicly. [00:27:38] Vince Menzione: Publicly, [00:27:39] Ashleigh Vogstad: you know, you need a customer story on your website, a press release that contains a quote from your customer. Ideally, also a quote from an executive at one of the hyperscalers. Like, actually lean in to live the value of your better together story. And when you do that, when you, when it comes around to partner of the year time, and we talk to you about, okay, what client stories are we gonna feature? [00:28:03] Ashleigh Vogstad: We’re even gonna know because when we Google you, we can see the public press of the joint wins that you’ve been celebrating. And I can tell you that that is a huge indicator on whether or not you’re well-placed to be in the 4% of partners who actually win Partner of the Year award’s. [00:28:20] Vince Menzione: Fascinating to me. [00:28:21] Vince Menzione: ’cause to me it would feel like table stakes maybe ’cause where we sit is ultimate partner and where this room sits with all the top partners that I just assume that everybody follows that. That, that guidance. [00:28:34] Ashleigh Vogstad: Mm. [00:28:34] Vince Menzione: And so this is really impactful and I want to get here because I know you spent a lot of time here and we’ve talked about it before, but I think the partner of the year awards, when we first met many years ago, that was a you, you’ve expanded the business, but that’s still a core mission and and value that you bring to the community and to the partner ecosystem is helping them through this process. [00:28:55] Vince Menzione: So I know that that’s gonna be coming up soon, so I thought maybe we’d spend a couple moments on that. [00:29:00] Ashleigh Vogstad: Partner of the Year awards, regardless of which partner, I mean, Salesforce has their own awards there. There’s more and more award programs coming out, and they’re a great way to celebrate the incredible work that your organization has done. [00:29:13] Ashleigh Vogstad: Jay McBain is brilliant on this. He’ll talk a lot about the increase in valuation. Yeah. The, the increase in stock valuation or the likelihood that if you’re looking to be acquired, that you’re acquired within 12 months of a partner of the year win it. It’s really impressive. There is strong business value there. [00:29:33] Vince Menzione: He like, he likes, he likes to tell the story of that when the award is handed to them and they go back into the audience, that the private equity people are all over them right then and there and making offers. I mean, that’s the visual that you get [00:29:47] Ashleigh Vogstad: and it’s very powerful. Yeah. Very powerful. It’s very powerful and it, it can make it worthwhile to invest in the process, but don’t invest in the process if you haven’t been investing in the process for the 12 months. [00:29:57] Ashleigh Vogstad: Prior, [00:29:58] Vince Menzione: exactly. [00:29:58] Ashleigh Vogstad: The Microsoft field or you we’re talking about Microsoft Partner of the Year Awards. They need to know about your win that that needs to be top of mind for them. Yeah. How much Azure revenue is it driving? Was it a huge marketplace? Build sales and. You know, one of the questions I get asked a ton, everybody wants to know how do we get money out of the hyperscalers? [00:30:20] Ashleigh Vogstad: How do I get access to marketing development funds or all these different programs? Yeah. You know, at Microsoft, some of these programs are like EI and customer investment funds or Azure Accelerate, you know, and there’s millions and millions and millions of dollars in these, these buckets of funds, but. [00:30:36] Ashleigh Vogstad: An interesting point of view is that it’s actually a scorecard metric for many people at Microsoft who have partnership roles for you to be drawing down those funds. [00:30:45] Vince Menzione: Yes. [00:30:45] Ashleigh Vogstad: You know, your interests are actually aligned here, and so again, when it comes to Partner of the Year awards, how much money have you pulled down? [00:30:54] Ashleigh Vogstad: How much have you been an activating partner of key Microsoft programs that they’re pushing? What are you doing with marketplace rewards? How are you resing? Those into your business. These are the types of things that you really wanna be thinking about. Sitting it. You know, this time of year we probably will get the awards were likely be due in July. [00:31:13] Ashleigh Vogstad: They haven’t officially announced timelines, but you’ve got a few months to start moving these pieces into place. [00:31:18] Vince Menzione: And there are quite a few of them. And to your point, Nina, when she was up on stage here yesterday, there were at least 10 or 12 award. Uh. Funding categories that were on her, that were on her slide. [00:31:31] Vince Menzione: Her partner, her partner slide. So, [00:31:33] Ashleigh Vogstad: and what great looks like for a partner is that you understand your end-to-end funnel as it is mapped to Microsoft’s SEM model, the Microsoft customer Engagement model. Mm-hmm. The first stage there, inspire and design. That’s really the marketing space of lead generation. [00:31:50] Ashleigh Vogstad: So how are you generating leads with webinars, in-person, event activations, digital campaigns, and then at the very end, in the fifth column, you have the Microsoft outcomes that you’re driving. Yes. Whether that’s Azure consumed revenue, marketplace build sales, co-pilot, monthly active usage, these sorts of things. [00:32:10] Ashleigh Vogstad: And in each of those SEM swim lanes. There’s Microsoft funding associated to it. And that’s one of the things that Nina Harding was showing yesterday. When and where does it make sense to make requests for EA funds versus Azure accelerate the MCI funding? There’s different workshop proof of concept funding, and those all fall at specific stages in that EM model. [00:32:33] Vince Menzione: And what you’re also pointing out in this conversation is that the co the partners need to understand that mm, they need to understand MM. We talked about it years ago. I’ve had, haven’t had anybody on stage recently talk about m You could probably take us through that if we wanted to devote some time here, uh, and then understand all of those categories and how to access those funds. [00:32:52] Ashleigh Vogstad: Yeah, it’s critical and. The number one place we point partners, if you want a quick overview of what that looks like is to Microsoft’s FY 26 solution playbooks. Nice. They’re available on the web for download. There’s, well, there used to be three, but they’ve added a few agen being, being one. So, so there’s a handful of, they had [00:33:11] Vince Menzione: simplified it, now they’re, now they’re expanding it back again. [00:33:14] Ashleigh Vogstad: Yeah, exactly. I think there’s now a breakout for security as well. Yes. So take a look at those playbooks. It will map programs and incentives very specifically to each solution area and to each sales play that are gonna be available to you. And then we’re always happy to guide people through the details [00:33:32] Vince Menzione: as well. [00:33:32] Vince Menzione: I love that. I love that. And reach out to the. Ashley is just amazing at this process. I’ve, I’ve watched her for years now, work with some of the top, what have become the pinnacle partners of Microsoft and with the award season coming up. So we wanna make sure we have a plug there. But I also wanna talk about like, podcasts with you. [00:33:50] Vince Menzione: Um, you’ve been on this podcast multiple times, been in the studio before doing this, and I understand you have your own podcast now. So tell us about that. [00:33:58] Ashleigh Vogstad: Yeah, Vince, I just wanna say. As a friend and a mentor. You’ve been so inspiring. Thank you. And I think from years ago when we met, there was this seed in my brain of, you know, I, I should really get out there. [00:34:13] Ashleigh Vogstad: And you talk a lot about growth mindset and fear setting is, is one of Tim Ferriss’s terms? Yes. And models. [00:34:21] Vince Menzione: I love Tim Ferris. I’ve been, been a fan of his for 10 years now. So that’s settled. We all got started with this. Sorry. Sorry, I [00:34:26] Ashleigh Vogstad: interrupt. No, no, not at all. [00:34:27] Vince Menzione: Yeah. [00:34:28] Ashleigh Vogstad: And. I think it’s just been, it’s been back there. [00:34:31] Ashleigh Vogstad: Yeah. That I’m really passionate around having voice is how I think about it. And as a marketing agency, we’re really amplifying the voice, um, or helping companies to find their voice, particularly in hyperscaler partnerships. And what better way to assist, you know, authentically the amazing people in our network, in our community and our clients than with our own channel where we can celebrate their stories and success? [00:35:00] Vince Menzione: Very cool. [00:35:01] Ashleigh Vogstad: So the podcast is called Transcending Tech. It’s about [00:35:06] Vince Menzione: very cool transcending tech. Just so you don’t [00:35:08] Ashleigh Vogstad: transcending tech. [00:35:08] Vince Menzione: It’s out there now. [00:35:10] Ashleigh Vogstad: It, we just released our first episode. Okay. I think two days ago. [00:35:13] Vince Menzione: So by the time we’re live, yes. We’ll, we’ll be able to access it. Good. [00:35:17] Ashleigh Vogstad: You will be able to access it. [00:35:18] Ashleigh Vogstad: The first episode is with Alyssa Fit. Patrick from Elastic. [00:35:21] Vince Menzione: Oh my goodness. [00:35:22] Ashleigh Vogstad: And the concept of the podcast, it’s long form and it’s really about getting to the people behind the platforms. [00:35:29] Vince Menzione: Very cool. [00:35:29] Ashleigh Vogstad: And to the stories that transcend technology. So we’re here to get to know the human beings behind. Agents. [00:35:38] Vince Menzione: Yeah. [00:35:38] Ashleigh Vogstad: And taking the time to, to go in deep and really explore that. [00:35:43] Vince Menzione: So I am excited to see all the developments here with the, with the podcast. And you’re gonna be joining us again. You were just here, you in Boca. But you’ll be joining us again in Bellevue. Not too far a little bit. Closer ride or travel, uh, for you to come to Bellevue. [00:35:57] Vince Menzione: We’re gonna be hosting the first ultimate partner live, which is our larger events in this beautiful facility, this new Intercontinental hotel, which is fabulous. And, uh, you’re gonna be taking a more active role. Your leadership around AI is. Palpable and we’re gonna love to have you on stage and talking through some of the changes. [00:36:17] Vince Menzione: I, I suspect by the time we get to Bellevue we’ll have a lot more to talk about. That hasn’t even happened yet. [00:36:23] Ashleigh Vogstad: Yeah, I’m really excited. I’ll have been through my next cohort at at Oxford, kind of coming out hot from there back to the Pacific Northwest, and really excited to just share the learnings and Awesome. [00:36:35] Ashleigh Vogstad: Genuinely. It’s also helping me in my own research, really formulate particularly around the role of ag agentic AI in hyperscaler partnerships. [00:36:43] Vince Menzione: That’s so cool. And then what I’ll say is this, and I don’t know, we on the space perspective, and I’ll, the team will probably hang me for this because we haven’t done it yet, but if you wanna bring the podcast along with you, there might be, we’ll see if we can find an extra room for you to set up. [00:36:58] Vince Menzione: If you wanna do some interviews while you’re. In, at the event. So [00:37:02] Ashleigh Vogstad: you’re so generous, Vince. [00:37:03] Vince Menzione: That’s [00:37:04] Ashleigh Vogstad: amazing. [00:37:04] Vince Menzione: Thank you. Again, I can’t say for certainty yet, but, uh, let’s see, let’s see what happens with that. So, uh, let, let’s, uh, you know, I always, we, we have known each other for years and I just assume everybody knows this amazing Ashley sda. [00:37:19] Vince Menzione: But, um, we always, I like to ask this question because it helps us kind of dig in a little bit about you personally. And it’s my favorite question. I ask all my guests this question now, and it’s, um, you’re hosting a dinner party, Ashley, you are, pick a pace, place, you wanna have this dinner. We could talk about parts of the world. [00:37:36] Vince Menzione: You’ve traveled all extensively. Uh, and you can invite any three people, guests from the present. Or the past to this amazing dinner party you’re throwing. Whom would you invite and why? [00:37:52] Ashleigh Vogstad: It’s a beautiful question, Vince and. Instantly I go to a place in terms of the location, since you asked that part, which was surprising. [00:38:01] Ashleigh Vogstad: I, I like that is my home. I, I love where I live up in Whistler, Canada and [00:38:08] Vince Menzione: I hear it’s beautiful. I haven’t been yet, [00:38:10] Ashleigh Vogstad: it’s so gorgeous and it’s, it’s my own sanctuary. You know, I live on a plane 75% of the time and coming back to that place is really grounding for me. Yes. So, so I would love to have it at, at my home and to invite. [00:38:24] Ashleigh Vogstad: Pippa Malrin would be one. She, Pippa [00:38:26] Vince Menzione: Malrin. [00:38:27] Ashleigh Vogstad: Yeah. She’s sure. I get an advisor to the White House for many administrations. Okay. She’s an economist and she just has really interesting perspective on geopolitics. Uh, I follow her on Substack ’cause she’s a big substack. Okay, now [00:38:41] Vince Menzione: I need to look. This is awesome. [00:38:42] Vince Menzione: The [00:38:43] Ashleigh Vogstad: mal, she’s fantastic. I would say Dr. Lisa Sue, the CEO, Dr. Lisa of a md. [00:38:49] Vince Menzione: Okay. Yes, yes. I know a little bit about her. [00:38:51] Ashleigh Vogstad: So she was one of Time Mag, I think she was the only woman in Time Magazine’s, group of people of the year, which was basically this AI cohort in including, you know, the Elon Musks of the world. [00:39:03] Ashleigh Vogstad: Uh, it’s just so impressive what she’s doing with leadership in a MD. I don’t think it’s as public as. Anybody else who is on the cover of that magazine, but it’s incredibly powerful. [00:39:14] Vince Menzione: Yeah, they’ve made a com uh, turnaround’s probably not the right word, but it seems like they’ve made a tremendous, uh, gains turnaround probably in the last few years. [00:39:23] Ashleigh Vogstad: I would say that many would say turnaround. And then lastly is Dr. Fefe Lee, who. For those in the AI space, particularly AI research space. I mean, she’s arguably number one. Um, she’s leading at Stanford currently. [00:39:37] Vince Menzione: Wow. This is gonna be a heady conversation, but you know, I love conversations. So if you don’t mind, maybe I’ll bring dessert and come, come in for a few moments, maybe do some podcast interviews there. [00:39:48] Vince Menzione: How’s that? [00:39:49] Ashleigh Vogstad: That sounds absolutely perfect, Vince, [00:39:50] Vince Menzione: so, so good. So good to have you here today. So great. Good to have you in the studio again, and, uh, excited for transcends and all the great work you’re doing. Um. This time with ai. I think you, uh, we talked about this a little bit last night. I think you’ve made some really wise, personal and professional decisions about how to lead and how to take this forward and not kind of rest on your laurels, which you see so many organizations do People fear change [00:40:17] Ashleigh Vogstad: Hmm. [00:40:18] Vince Menzione: And you embrace it, which is just, it’s astounding to me that you do that and, um. I look forward to working with you in the future and for years and years to come. So I will ask you one more question though, because we are still at the precipice of these tectonic shifts and we’re still early in 2026. And so for our listeners and our viewers today, what would be the one thing you would tell them that they need to go do now that possibly they haven’t done yet as they prepare for 2026 and beyond? [00:40:52] Ashleigh Vogstad: The generic phrase would be, be curious, but if we want an action, it would be go build an agent. [00:40:59] Vince Menzione: Go build an agent [00:41:00] Ashleigh Vogstad: if, if you haven’t already. Yeah. And, and I’m, yeah. Speaking hopefully to like a business audience, you know, to, to anyone. Yeah. Really, um, find something that is interesting that you’re passionate about. [00:41:12] Ashleigh Vogstad: A, a use case that it doesn’t have to be some big thing. It could be quite mundane, but just something that’s gonna help you in your role. It’s, you know, what is creativity is an interesting question, and I can tell you that sitting down and hands-on keys and actually creating something is, is a beautiful, powerful experience. [00:41:32] Vince Menzione: Yeah. Awesome. All right. We’re all gonna go create agents this weekend, so thank you for listening. Thank you for viewing the Ultimate Guide to partnering on our YouTube channel, ultimate Partner, and on each end of your platforms at the Ultimate Guide to partnering. Thank you for being with us and supporting us all these years. [00:41:50] Vince Menzione: Thank you. Don’t forget, ultimate Partner Live is coming soon, May 11th through the 13th in beautiful Bellevue, Washington. I hope to see you there.
On Wall Street, it's a showdown between hardware and software: As the rise of AI proves once again this week, it will continue to reshape the future of our economy. February was a volatile month, driven largely by growing investor anxiety about the long-term impact of artificial intelligence. Software stocks are currently experiencing a significant sell-off, driven by fears that AI tools from companies like Anthropic will disrupt traditional "Software-as-a-Service" (SaaS) business models for major players such as Microsoft, Adobe, and Salesforce. Lou Basenese—Executive Vice President of Market Strategy at Prairie Operating Company and a FOX News Contributor—joins FOX Business Network host Taylor Riggs to discuss how AI disrupted the markets this month, the standoff between Anthropic and the Pentagon, and the latest economic data regarding mortgage rates and inflation. Plus, Lou and Taylor discuss a surprising new trend: companies marketing makeup to... six-year-olds. Learn more about your ad choices. Visit podcastchoices.com/adchoices
On Your World of Creativity, we travel around the world talking with creative practitioners who turn ideas into impact. In this special roundtable episode, Mark brings together leaders from film, animation, hospitality, consumer brands, immersive experiences, and big-tech UX to explore one powerful theme:Teamwork.When creative outcomes depend on dozens—or even hundreds—of contributors, how do you align vision, manage complexity, and still leave room for magic?Today's PanelistsMichael Robinson — Hotel & Hospitality Operations LeaderDiego Pulido — Lead UX Designer, Amazon (formerly Google, Walmart, Adobe, JPMorganChase)Matt McLean — Organic Consumer Juice Brand FounderTom Bairstow — Event, Concert Production & Immersive Visual Experiences Rich Magallanes — Children's & Animated Content ProducerSteven Puri — Focus app creator, ex-studio exec/producer Fox, DreamWorks, SonyTogether, they share real-world lessons from film sets, animation studios, hospitality teams, live events, consumer brands, and product design at scale.In This Episode, We Explore:Creativity as a Team Sport. What great collaboration actually looks like across industries—and why creativity doesn't happen in isolation.Aligning Vision Across Many Contributors. How leaders communicate creative direction clearly when working with writers, designers, engineers, performers, vendors, and operational teams.Conflict, Constraints & Creative Breakthroughs. How budget limits, timelines, technical requirements, and differing opinions can either block creativity—or unlock it.Leadership in Collaborative Environments. What it means to lead when you're not the only decision-maker, how to build trust quickly, and why delegation is essential for scale.Practical Takeaways for Better Collaboration. From film crews to UX teams, each panelist shares what actually helps teams work better together—and what listeners can apply immediately.Final Lightning RoundEach panelist shares one simple action listeners can take this week to become a better collaborator.Huge thanks to our panelists. Be sure to connect with them.https://www.linkedin.com/in/michael-robinson-a6985735/https://www.linkedin.com/in/diegopulido/https://www.linkedin.com/in/matt-mclean-5507733/https://www.linkedin.com/in/tombairstownorthhouse/