Podcasts about Capgemini

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Latest podcast episodes about Capgemini

Track Changes
Serving the public sector: Beth Howen on modernizing government tech

Track Changes

Play Episode Listen Later Jul 21, 2026 37:59


This week on Catalyst, Tammy is joined by Beth Howen, President of State, Local Government and Education (SLED) at NTT DATA, who helps government agencies and school systems modernize the technology touching everyday life. Beth traces her path from becoming a state CIO in Indiana at 28 through leadership roles at Capgemini, TELUS International, Atos, and the City of Indianapolis. So how did she do so much at such a young age? Beth credits it to a willingness to work outside rigid processes when they don't serve the outcome. She and Tammy dig into how AI risks compounding government's legacy-system problems if agencies automate broken workflows instead of modernizing first, and the promise of AI-powered care reaching rural and underserved communities.Please note that the views expressed may not necessarily be those of NTT DATALinks: Beth Howen Learn more about Launch by NTT DATASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Objectif TECH
Trajectoires - Moderniser l'infrastructure IT d'un groupe de santé sans jamais interrompre le soin

Objectif TECH

Play Episode Listen Later Jul 21, 2026 11:47


Comment garantir la continuité des soins lorsque la moindre interruption de service peut avoir un impact direct sur les patients ? Dans cet épisode, Quan-tuê Cassaro, Group CTO Corporate chez emeis, revient sur la transformation IT engagée par le groupe pour moderniser son système d'information tout en sécurisant ses opérations au quotidien.Elle partage les défis rencontrés au départ, entre infrastructures vieillissantes et environnements hétérogènes à l'international, et explique comment ses équipes, accompagnées par Capgemini, ont mené de front standardisation, modernisation et continuité de service. Au fil de l'échange, elle montre comment cette transformation technologique se traduit concrètement sur le terrain, au bénéfice des soignants et des patients. Enfin, elle évoque les prochaines étapes de cette évolution, entre digitalisation des parcours, automatisation des processus et intégration progressive de l'intelligence artificielle.

Cloud Realities
RR017: Engineering the impossible with quantum computing, Jonathan Owens, GE Vernova

Cloud Realities

Play Episode Listen Later Jul 16, 2026 48:39


Quantum materials discovery shows how quantum computing can create real value in industry by working alongside AI, advanced computing, and experiments to better understand materials, improve decision-making, and accelerate innovation at scale, ultimately helping deliver practical, measurable progress for the energy transition.This week, Dave, Esmee, and Rob are joined by co-host and quantum expert Phalgun Lolur, together with Jonathan Owens, Senior Scientist in Computational Materials Physics at GE Vernova to explore how quantum computing could reshape materials discovery and why that matters for the future of energy.  TLDR00:00 – Introduction01:50 – Hang out: The wet-bulb thermometer03:20 – Dig in: Technology Convergence and the Link to Quantum11:30 – Conversation with Jonathan Owens44:26 – Exciting to see how the quantum landscape matures and the magic wand for magnetismGuestJonathan Owens: https://www.linkedin.com/in/jonathan-r-owens-phd/ HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/Co-host Phalgun Lolur:  https://www.linkedin.com/in/phalgun-lolur/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Pricing Friends
Managed Services und Pricing mit Daniel Delank: Wie wird aus einem Reseller ein Qualitätsführer mit eigener Preisstrategie? (#134)

Pricing Friends

Play Episode Listen Later Jul 16, 2026 46:31


In dieser Folge spricht Host Dr. Sebastian Voigt mit Daniel Delank, CEO der KOMI Group, IT-Systemhaus für den deutschen Mittelstand (ca. 100 Mitarbeitende, vier Standorte). Nach dem Carve-Out aus Konica Minolta im August 2025 übernahm das Management ein Preisgefüge, das über Jahre gewachsen war, statt bewusst gesteuert zu werden. Delanks Befund: "In der Vergangenheit hat man an vielen Stellen Preise gewürfelt, und das war nicht mehr länger tragbar." Der erste Schritt war rein strukturell: den bestehenden Produkt- und Preiskatalog verstehen und vergleichbar machen, teils reichten die Verträge noch bis in die D-Mark-Zeit zurück. Aus dem komplexen Katalog entstand ein vereinfachtes Portfolio, inklusive produktisierter Beratungsleistungen wie einem NIS2-Assessment oder einem Cloud-Readiness-Workshop mit klar bepreisbarem Aufwand statt Neukonzeption pro Kunde. Strategisch entschied sich KOMI bewusst für Qualitätsführerschaft statt Preisführerschaft. Die größte Veränderung lag im Vertrieb, der aus dem klassischen Hardware- und Software-Reselling kommt und Value Selling erst lernen musste. Delank band Vertrieb, Produktinnovation und Delivery früh ein, statt das Projekt top-down durchzusetzen. Der Vertrieb kennt heute die Kostenstruktur hinter jedem Preis und kann ihn entsprechend verteidigen: "Wir sind Überzeugungstäter." Das zeigte sich bei der Neuverhandlung jahrzehntealter Verträge, anfangs als unmöglich eingeschätzt, am Ende erfolgreicher als erwartet. Auch die Rabattlogik wurde umgestellt: weg von pauschalen Prozentstaffeln, hin zu einer Honorierung langfristiger Kundenbeziehungen, mit 15 Jahren durchschnittlicher Vertragslaufzeit und einem Net Promoter Score (NPS) über 80, einem Wert für Kundenzufriedenheit und Weiterempfehlungsbereitschaft, der als sehr hoch gilt. Über den Gast Daniel Delank ist CEO der KOMI Group, einem 2025 aus Konica Minolta ausgegliederten IT-Systemhaus für den deutschen Mittelstand. Zuvor war er rund vier Jahre im Private-Equity-Geschäft tätig, davor bei Capgemini, HPE und in einem Start-up.

Cierre de mercados
Cierre de Mercados: 15/07/2026

Cierre de mercados

Play Episode Listen Later Jul 15, 2026 53:59


Se dan los ingredientes para una sesión de alta volatilidad. Hay IPC en Estados Unidos, habla Warsh de la Fed, resultados empresariales, previsiones corporativas y el ya casi permanente riesgo geopolítico. El IPC se modera en junio más de lo esperado. +3,5% contra 3,8 esperado y 4,2 anterior. La referencia no estará incorporada en el discurso del jefe de la Fed en el Congreso, pero es una intervención tan relevante como imprevisible. En resultados, no se aplauden los de los bancos estadounidenses. Se castigan en Europa los de Ericsson y Evotec. Por su guías, se lleva revolcón IBM. Y con ello tumba a las europeas SAP, Capgemini y Dassault Systèmes. Analizamos todo ello con Miguel Ángel Rodríguez, de Willybit. Bastante titular en Bolsa española. BlackRock aflora un 3% de Sacyr, el tráfico de pasajeros de Aena aumenta un 3,5%, Técnicas Reunidas prevé más de 8.000 millones de euros en adjudicaciones y JPM malvende en OHLA. Recomendación de Morgan Stanley salva hoy a Indra.

Cierre de mercados
Cierre de Mercados: 14/07/2026

Cierre de mercados

Play Episode Listen Later Jul 14, 2026 53:59


Se dan los ingredientes para una sesión de alta volatilidad. Hay IPC en Estados Unidos, habla Warsh de la Fed, resultados empresariales, previsiones corporativas y el ya casi permanente riesgo geopolítico. El IPC se modera en junio más de lo esperado. +3,5% contra 3,8 esperado y 4,2 anterior. La referencia no estará incorporada en el discurso del jefe de la Fed en el Congreso, pero es una intervención tan relevante como imprevisible. En resultados, no se aplauden los de los bancos estadounidenses. Se castigan en Europa los de Ericsson y Evotec. Por su guías, se lleva revolcón IBM. Y con ello tumba a las europeas SAP, Capgemini y Dassault Systèmes. Analizamos todo ello con Miguel Ángel Rodríguez, de Willybit. Bastante titular en Bolsa española. BlackRock aflora un 3% de Sacyr, el tráfico de pasajeros de Aena aumenta un 3,5%, Técnicas Reunidas prevé más de 8.000 millones de euros en adjudicaciones y JPM malvende en OHLA. Recomendación de Morgan Stanley salva hoy a Indra.

Cloud Realities
RRSP04 The state of Life Sciences, pt 4 - The future of health and better patient outcomes with Thorsten Rall, Capgemini

Cloud Realities

Play Episode Listen Later Jul 9, 2026 58:18


Life sciences are at a turning point, where scientific innovation, regulatory pressure, and patient expectations collide with unprecedented advances in data, AI, and digital platforms. IT is no longer a supporting function but a critical driver of how therapies are discovered, developed, scaled, and delivered safely and at speed.This week, Dave and Rob wrap up our State of Life Sciences mini-series with Thorsten Rall, Global Industry Lead for Life Sciences at Capgemini and together, they connect the dots across the series, exploring how AI, data and innovation are accelerating drug discovery, transforming med tech, modernising manufacturing and improving patient outcomes, all built on a strong digital foundation. TLDR00:27 – Introduction and conclusion of the Life Sciences mini-series 02:16 – Key insights and lessons from the previous episodes on the Life Sciences landscape 21:18 – Building resilient, efficient and future-ready operations 34:35 – Creating integrated, patient-centric healthcare experiences 43:15 – Why the Digital Core is the foundation for transformation and innovation 53:21 – Final reflections: the future of Life Sciences and the key takeaways 54:53 – Weekend BBQs, Thorsten's daughter's theatre performance, and the role of R&D HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/with co-host Thorsten Rall: https://www.linkedin.com/in/thorsten-alexander-rall-b232185/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Marketing For Learning®
Ep 128 - Canva's Confession: A Very Expensive AI Experiment

Marketing For Learning®

Play Episode Listen Later Jul 9, 2026 25:22


The Canva Confession: the most expensive lesson in corporate AICanva gave all 5,000 of its employees a full week off — cleared calendars, best tools, guided workshops, a hackathon, 26,000 hours of hands-on AI. Then its Chief Customer Officer wrote a confession in Fortune: "The bottleneck wasn't the technology. It was us."If it happened to Canva — AI-native, generously resourced, staffed with people who wanted the tools — it's already happening to you. Only your budget was tighter and nobody cleared a week off anyone's calendar.In this episode Ashley unpacks why record AI spend is delivering almost no return, the difference between access, adoption and embedding, and the five reasons every stalled AI rollout fails — every one of them a marketing problem, not a technology one. Plus what 82% engagement actually takes, and the discipline Canva walked right up to and never named.The data (all sources):Download the AI Adoption Playbook and stop paying for tech no one uses. It includes the same methodology behind our award-winning Capgemini work.Rob Giglio's confession, Fortune Enterprise GenAI spend hit ~$37bn in 2025, Menlo Ventures Near-universal adoption, and only ~a quarter measuring return — McKinsey, The State of AI95% of AI deployments delivered no measurable impact (MIT), Fortune42% of companies abandoned most AI initiatives in 2025, S&P Global 80%+ of workers use AI at work, 78% bring their own, CIO — Willingness to support change fell from 74% to 38%, HBR (Gartner)How we drove 82% engagement at CapgeminiKey topics:AI adoption challengesBehaviour change vs. technology deploymentMarketing and communication in change managementThe importance of internal champions and communityMeasuring true success in AI initiatives

Cloud Wars Live with Bob Evans
Microsoft Frontier Company Signals New Era of Enterprise AI Transformation

Cloud Wars Live with Bob Evans

Play Episode Listen Later Jul 8, 2026 2:50


In today's Cloud Wars Minute, I explain why Microsoft's newest AI initiative could reshape enterprise engineering and customer success. Highlights 00:09 — Some huge news from Microsoft today. The company has launched Microsoft Frontier Company, a brand-new business that's entirely focused on helping customers achieve frontier transformation with AI. 00:28 — Now, Microsoft, despite not coining the term [Frontier Firm] itself, has been using it extensively to really outline its strategy in terms of how it sees its AI tools transforming companies, essentially enabling them to become frontier firms. This Frontier Company, to me, feels like the culmination of all that forethought and clarity around Microsoft's enterprise AI mission. 00:56 — Microsoft is investing $2.5 billion into the initiative, which will see 6,000 industry specialists and AI engineers embedded into customer organizations to help them co-design, deploy, and continuously improve AI systems. You can think about it as forward-deployed engineering, but on a much broader scale. 01:19 — Judson Althoff, CEO of Microsoft Commercial Business, calls it the "largest, most capable, outcome-driven engineering organization in the industry." Ultimately, Althoff explained the aim of Microsoft Frontier Company is to focus on end-to-end frontier transformation and enable customers to "amplify their IQ with AI while refining their differentiated value in the markets that they serve." 01:51 — Microsoft has said it will be working closely with its partner ecosystem, particularly with partners including Accenture, Capgemini, EY, KPMG, and PwC, to scale the company, extend its capabilities to organizations across many sectors globally. It's an incredibly interesting and strategic move from Microsoft, and one that I'll be following up with a deeper analysis in a written article publishing shortly. Visit Cloud Wars for more.

Objectif TECH
Trajectoires - Agents IA, entre euphorie et réalité

Objectif TECH

Play Episode Listen Later Jul 7, 2026 12:36


Les agents IA vont-ils vraiment transformer nos organisations ? Productivité démultipliée, automatisation avancée, réinvention des processus… Les promesses sont nombreuses. Mais qu'en est-il des résultats concrets ?Tarik Boukherissa, Lead Solution Architect chez Databricks, apporte, dans cet épisode de Trajectoires, une grille de lecture sur les agents IA pour distinguer ce qui relève du discours de ce qui transforme vraiment le fonctionnement des organisations.Il partage des exemples concrets issus de projets récents et explique pourquoi le vrai défi n'est pas l'intelligence des agents, mais leur capacité à accéder au bon contexte au bon moment. Un échange qui aborde aussi la question de l'équilibre entre automatisation et contrôle humain, et ce que les prochaines années pourraient changer à une échelle encore difficile à anticiper.

Cloud Realities
RRSP03 The state of Life Sciences, pt 3 - Reimagining MedTech, where devices meet digital platforms with Predrag Angelovski, Healthcare Informatics at Philips

Cloud Realities

Play Episode Listen Later Jul 2, 2026 53:39


Life sciences are at a critical inflection point, where scientific innovation, regulatory demands, and patient expectations converge with advances in data and artificial intelligence, positioning IT as a central driver of faster and more effective drug discovery and clinical development.This week, Dave and Rob continue with part 3 off the Life Sciences mini-series with Predrag Angelovski, VP, CTO at Healthcare Informatics at Philips to exploring how MedTech products are more and more becoming connected platforms, combining hardware, software and services.TLDR00:21 – Introduction with co-host Thorsten Rall01:00 – Hang out: Esmee joins and Rob is lost at a train station03:00 – Dig in: Life Sciences mini-series, Part 304:57 – Conversation with Predrag Angelovski50:56 – Travelling to Europe, agents vs. agentic, and the age of intelligence GuestPredrag Angelovski: https://www.linkedin.com/in/predrag-angelovski/ HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

The Chris Voss Show
The Chris Voss Show Podcast – Effective: How to Do Great Work in a Fast-Changing World by Melissa Swift

The Chris Voss Show

Play Episode Listen Later Jun 30, 2026 46:05


Effective: How to Do Great Work in a Fast-Changing World by Melissa Swift https://www.amazon.com/Effective-Great-Work-Fast-Changing-World/dp/1394377495 Anthromeinsight.com Navigate the weird, chaotic world of modern work, no matter your position While there’s no shortage of advice on being amazing or avoiding burnout, what if you simply want to get things done in a workplace that feels increasingly impossible? Effective is here to help you get your job done well without losing your mind. Drawing from up-to-date research and provocative interviews with employees across industries and levels, renowned people consultant Melissa Swift offers a positive, well-illuminated path through the dark forest of destabilizing workplace changes. Effective provides readers with: Strategies to triumph amid four trends making work tough today: work intensification, emotional inflection, hyper-transparency, and sheer chaos Practical, research-backed approaches to improve their daily work life, from entry-level employees to CEOs Tips for maintaining competence in a working world seemingly designed to make you feel incompetent Insights on how to make sure your personal sources of effectiveness don't get disrupted by technological change Lessons to be learned from jobs where you simply cannot screw up, such as firefighters and air traffic controllers, and how to apply them to a corporate environment Effective delivers useful content for every level of seniority, teaching readers a new paradigm-shifting approach to thrive in the modern world of work. About the author Melissa Swift is a leading voice on how organizations, teams, and individuals can succeed in an ever more challenging world of work. As founder and CEO of Anthrome Insight, she is a consultant and keynote speaker helping organizations make their people successful in chaotic times. She has held leadership roles at Capgemini, Mercer, Korn Ferry, and Deloitte, and is the author of Effective: How to Do Great Work in a Fast-Changing World (2026) and Work Here Now: Think Like a Human and Build a Powerhouse Workplace (2023). Melissa's work balances humanism and pragmatism, and is powered by analytics and research. She specializes in complex topics like the human side of digital transformation and the changing face of C-suite leadership. Melissa is a member of the MIT Sloan Management Review's Editorial Board, and one of their most widely-read columnists. She has been quoted numerous times in publications including the New York Times, The Wall Street Journal, and the Financial Times, and has appeared on NPR. Melissa was named to the 2023 Thinkers50 Radar Class; Work Here Now appeared on awards lists from McKinsey and Porchlight Books. She holds a BA from Harvard University and an MBA from Columbia Business School. Melissa lives in New York City with her husband, daughter, and neurotic beagle mix.

Objectif TECH
Écoutons le futur - Industrie bio-inspirée : apprendre du vivant ​

Objectif TECH

Play Episode Listen Later Jun 30, 2026 44:16


Le biomimétisme part d'un constat simple : la nature a déjà développé, au fil de l'évolution, des stratégies efficaces pour répondre à des contraintes complexes. S'en inspirer permet de repenser l'innovation industrielle en conciliant performance, sobriété et réduction du risque. D'abord explorée dans la recherche fondamentale et quelques projets spécifiques, cette approche connaît aujourd'hui une accélération, portée par les outils numériques, l'intelligence artificielle et un contexte industriel marqué par des enjeux de compétitivité et de transformation. Mais une question reste centrale : comment passer de l'inspiration à des solutions réellement applicables dans des environnements industriels contraints ?Dans cet épisode d'Écoutons le Futur, nos invités détaillent cette évolution : applications concrètes dans des secteurs comme le ferroviaire ou l'aéronautique, enjeux de passage à l'échelle et d'industrialisation, ainsi que le rôle de l'IA pour traduire les mécanismes du vivant en solutions d'ingénierie. Ils abordent également la nécessité de faire évoluer les compétences et de former les ingénieurs à ces approches, au croisement de la biologie, de la data et de l'ingénierie.Présents sur notre plateau :- Sandra Rey, Cofondatrice et PDG d'Anima​- Sidney Rostan, Fondateur et président de Bionnov Group- Laura Magro, Directrice du développement scientifique chez CEEBIOS- Nassardin Guenfoud, Data scientist chez Capgemini Engineering​Une émission animée par Valère Corréard

Cloud Realities
RR016 The new resilience imperative for CxOs with Benjamin Trump, SRA & Cedrick Moriggi, co-found the CCRO network under the UNDRR

Cloud Realities

Play Episode Listen Later Jun 25, 2026 54:05


Resilience is the recognition that in today's highly interconnected and unpredictable world, disruption cannot always be anticipated or prevented and therefore requires a shift from traditional risk avoidance toward designing systems that can absorb shocks, adapt in real time, and recover quickly, ultimately emerging stronger and turning uncertainty into a source of advantage.This week, Dave, Esmee, and Rob are joined by Benjamin Trump, President Society for Risk Analysis and Cedrick Moriggi, Chief Resilience Officer and co-found the CCRO network under the United Nations Office for Disaster Risk Reduction, to explore what resilience means in a world shaped by systemic risk, fragile supply chains, climate shocks, cyber threats and human decision-making. TLDR00:30 – Introduction01:29 – Hang out: Heatwave weather and the perfect pub temperature03:18 – Dig in: What is resilience, and how do you deal with it?10:35 – Conversation with Benjamin Trump and Cedrick Moriggi48:32 – Ben is a writer and Cedrick teaches children GuestBenjamin Trump: https://www.linkedin.com/in/benjamin-trump-ba062523/Cedrick Moriggi: https://www.linkedin.com/in/cedrickmoriggi/HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Living Corporate
How Living Corporate Supported Capgemini's Stakeholder Management Strategy with AI ! Ft. Janet Pope

Living Corporate

Play Episode Listen Later Jun 23, 2026 40:23


Zach sits down with Janet Pope - Tech and Social Impact Connector | VP, Corporate Responsibility & Engagement | Southwest Region (Geo) Leader | Nonprofit founder with Capgemini . About Living Corporate: ⁠⁠⁠Check out our merch⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! https://living-corporate-shop.fourthwall.com/ Learn more about⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Living Corporate's offerings and services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. https://work.living-corporate.com/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our Patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! ⁠https://www.patreon.com/livingcorporate About Janet Pope : https://www.linkedin.com/in/janetppope/

Monde Numérique - Jérôme Colombain

À l'occasion des 10 ans de VivaTech, Patrice Duboé et Matthieu Deboeuf-Rouchon décryptent les grandes tendances qui marquent cette édition 2026. Entre souveraineté technologique, intelligence artificielle, robotique, spatial, quantique et deeptech, ils dressent le portrait d'un écosystème européen plus mature et plus ambitieux.Emission spéciale en partenariat avec Capgemini

Monde Numérique - Jérôme Colombain

VivaTech 2026 confirme sa montée en puissance face au CES • L'IA entre dans une phase industrielle • Les pépites françaises de la deeptech et du quantique se font plus visibles • Microsoft accélère les startups IA avec son programme GenAI Studio • Arlequin AI traque désinformation et signaux faibles à grande échelle • Netflix défend une IA au service des créateurs • Une startup française crée des parfums personnalisés grâce à l'IA⭐️ Découvrez Frogans, l'innovation française qui réinvente le Web

Alles auf Aktien
Neue Fantasie für Siemens Energy & das KI-Paradoxon von Accenture

Alles auf Aktien

Play Episode Listen Later Jun 19, 2026 21:14 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über die Trump-Rallye bei Intel, den Ritterschlag für QuantumScape und eine spektakuläre Hochstufung bei Marvell. Außerdem geht es um QuantumScape, Micron, KLA, Infineon, BMW, Mercedes-Benz, Volkswagen, Schaeffler, Lockheed Martin, Northrop Grumman, L3Harris Technologies, Kroger, Honda, Applied Optoelectronics, SanDisk, Western Digital, Seagate Technology, Celestica, Vertiv, Argan, NextEra Energy, Dominion Energy, Xcel Energy, Capgemini, Cognizant, Infosys, Wipro, EPAM Systems, Globant, Concentrix, BILL Holdings, DXC Technology, Gartner, Robert Half, ManpowerGroup, Coursera, SoundHound AI, Duolingo, VeriSign, Goldman Sachs, Tata Consultancy Services, Microsoft, Amazon, Alphabet, Siemens. 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

Cloud Realities
RRSP02 The state of Life Sciences, pt 2 - How AI relates to human life and longevity with Dr. Alex Zhavoronkov Insilico Medicine

Cloud Realities

Play Episode Listen Later Jun 18, 2026 47:14


Life sciences are at a critical inflection point, where scientific innovation, regulatory demands, and patient expectations converge with advances in data and artificial intelligence, positioning IT as a central driver of faster and more effective drug discovery and clinical development.This week, Dave and Rob continue with part 2 off the Life Sciences mini-series with Dr. Alex Zhavoronkov founder and CEO of Insilico Medicine to exploring how drug discovery and clinical development can become faster and more effective, and the role of AI in that process.  TLDR00:40 – Introduction01:00 – Hang out: Kill Bill Vol. 1 & 2 03:07 – Dig in: Life Sciences mini-series, Part 2 06:43 – Conversation with Dr Alex Zhavoronkov 42:12 – The future of AI in drug discovery and a new paradigm for pharma GuestDr. Alex Zhavoronkov: https://www.linkedin.com/in/zhavoronkov/ HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

7 milliards de voisins
Entre-soi, luxe, impôts : comment vivent les ultra-riches?

7 milliards de voisins

Play Episode Listen Later Jun 18, 2026 48:30


Pour certains, ils suscitent envie et admiration, pour d'autres, ils cristallisent au contraire tous les problèmes de nos sociétés. Les ultra-riches restent un club très restreint mais leur patrimoine ne cesse de progresser. Selon le World Wealth Report 2026 de Capgemini, sur les 98.300 milliards de dollars (84.400 milliards d'euros) de patrimoines cumulés par les millionnaires de la planète, 34,8% de cette richesse est détenue par quelque 250 000 ultra-riches - ces particuliers disposant de plus de 30 millions de dollars (25,77 millions d'euros) d'actifs à investir. Alors que la planète se réchauffe, que l'économie mondiale ralentit sous l'effet de la guerre au Moyen-Orient, que les pays peinent à réduire leur dette publique qui a explosé au moment de la pandémie de Covid-19, une poignée d'individus ne connait pas la crise. De quoi alimenter les tensions. En France, la « taxe Zucman », du nom de l'économiste Gabriel Zucman a électrifié les débats sur la contribution des grandes fortunes. Il s'agissait de mettre en place un impôt plancher de 2% sur le patrimoine des contribuables dont la richesse est supérieure à 100 millions d'euros. Débattue à l'Assemblée et au Sénat français en 2025, la mesure promettait de rapporter entre 15 à 25 milliards d'euros par an, elle a finalement été rejetée. Le sujet est lui, loin d'être clos alors que les ultra-riches continuent de s'enrichir et réussissent à réduire leurs impôts en toute légalité. Achats d'œuvres d'art, acquisition de châteaux, investissement dans des domaines agricoles, derrière le train de vie des grandes fortunes se cachent aussi des niches fiscales. À travers l'impôt, comment s'organise la vie des ultra-riches ? Que font-ils de leur argent ? Pourquoi ne sont-ils pas plus taxés ?   Avec : • Aymerick Mantoux, journaliste, rédacteur en chef chez Heroes Media . Auteur de la BD Voyage aux pays des ultrariches, dessinée par Tomek Heydinger (Editions du Faubourg, 2026) • Anne Brunner, directrice des études de l'Observatoire des inégalités. Un reportage de Charlie Dupiot.   Mohamed et Clothilde ont tous les deux 20 ans. Ils étudient la gestion d'entreprise pour l'un, et le commerce international, pour la seconde, à l'université Paris Cité. Tous les deux travaillent à côté de leurs études. Ils nous racontent ces jobs d'étudiants, au micro de notre reporter Charlie Dupiot.   En fin d'émission, la chronique IA débat, de Thibault Matha, chez 8 milliards de voisins. Alors que l'intelligence artificielle devient omniprésente dans notre quotidien et que son utilisation se démocratise, Thibault Matha interroge les outils et analyse la pertinence de leurs réponses. Cette semaine, Thibault s'intéresse à l'IA au travail. Toutes les chroniques de Thibault Matha sont à retrouver sur la chaîne Youtube de RFI dans la playlist IA débat. Programmation musicale :  ► Chief Keef - HIBA  ► Ondas Do Mar - Nu Genea & Gabriel Prado.   

7 milliards de voisins
Entre-soi, luxe, impôts : comment vivent les ultra-riches?

7 milliards de voisins

Play Episode Listen Later Jun 18, 2026 48:30


Pour certains, ils suscitent envie et admiration, pour d'autres, ils cristallisent au contraire tous les problèmes de nos sociétés. Les ultra-riches restent un club très restreint mais leur patrimoine ne cesse de progresser. Selon le World Wealth Report 2026 de Capgemini, sur les 98.300 milliards de dollars (84.400 milliards d'euros) de patrimoines cumulés par les millionnaires de la planète, 34,8% de cette richesse est détenue par quelque 250 000 ultra-riches - ces particuliers disposant de plus de 30 millions de dollars (25,77 millions d'euros) d'actifs à investir. Alors que la planète se réchauffe, que l'économie mondiale ralentit sous l'effet de la guerre au Moyen-Orient, que les pays peinent à réduire leur dette publique qui a explosé au moment de la pandémie de Covid-19, une poignée d'individus ne connait pas la crise. De quoi alimenter les tensions. En France, la « taxe Zucman », du nom de l'économiste Gabriel Zucman a électrifié les débats sur la contribution des grandes fortunes. Il s'agissait de mettre en place un impôt plancher de 2% sur le patrimoine des contribuables dont la richesse est supérieure à 100 millions d'euros. Débattue à l'Assemblée et au Sénat français en 2025, la mesure promettait de rapporter entre 15 à 25 milliards d'euros par an, elle a finalement été rejetée. Le sujet est lui, loin d'être clos alors que les ultra-riches continuent de s'enrichir et réussissent à réduire leurs impôts en toute légalité. Achats d'œuvres d'art, acquisition de châteaux, investissement dans des domaines agricoles, derrière le train de vie des grandes fortunes se cachent aussi des niches fiscales. À travers l'impôt, comment s'organise la vie des ultra-riches ? Que font-ils de leur argent ? Pourquoi ne sont-ils pas plus taxés ?   Avec : • Aymerick Mantoux, journaliste, rédacteur en chef chez Heroes Media . Auteur de la BD Voyage aux pays des ultrariches, dessinée par Tomek Heydinger (Editions du Faubourg, 2026) • Anne Brunner, directrice des études de l'Observatoire des inégalités. Un reportage de Charlie Dupiot.   Mohamed et Clothilde ont tous les deux 20 ans. Ils étudient la gestion d'entreprise pour l'un, et le commerce international, pour la seconde, à l'université Paris Cité. Tous les deux travaillent à côté de leurs études. Ils nous racontent ces jobs d'étudiants, au micro de notre reporter Charlie Dupiot.   En fin d'émission, la chronique IA débat, de Thibault Matha, chez 8 milliards de voisins. Alors que l'intelligence artificielle devient omniprésente dans notre quotidien et que son utilisation se démocratise, Thibault Matha interroge les outils et analyse la pertinence de leurs réponses. Cette semaine, Thibault s'intéresse à l'IA au travail. Toutes les chroniques de Thibault Matha sont à retrouver sur la chaîne Youtube de RFI dans la playlist IA débat. Programmation musicale :  ► Chief Keef - HIBA  ► Ondas Do Mar - Nu Genea & Gabriel Prado.   

Ultimate Guide to Partnering™
299 – Microsoft CVP Stephen Boyle: Why 95% of Partners Will Miss the AI Wave

Ultimate Guide to Partnering™

Play Episode Listen Later Jun 14, 2026 32:07


Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/j0TuosYDQe4?si=7mzUwBe4PrQ-eB2E In this insightful session from the Ultimate Partner Live event in Bellevue, Washington, Vince Menzione sits down with Stephen Boyle, Corporate Vice President for Enterprise Partners at Microsoft, to pull back the curtain on the tectonic shifts redefining the tech ecosystem. Boyle details Microsoft's massive organizational pivot into enterprise and SME/channel divisions , explaining how artificial intelligence acts as the foundational thread unifying systems integrators, software vendors, and digital natives. Moving past market noise surrounding competing foundational models , he highlights Microsoft's strategy to become the ultimate “platform of platforms” by prioritizing user choice, security, and trust. Emphasizing a shift away from infrastructure technicalities and toward practical business outcomes , Boyle delivers an urgent mandate for partners to scale technical talent, eliminate traditional operational silos, and brace for the incoming consumption-driven, agent-based future of enterprise computing. Key Takeaways Microsoft has restructured its global sales divisions into distinct Enterprise and SME/Channel organizations to better target its massive total addressable markets. Artificial intelligence is fundamentally altering the partner ecosystem by dismantling traditional software and systems integrator silos to build interconnected, multi-party solutions. Rather than forcing alignment to a singular model, Microsoft aims to be the definitive platform of platforms by offering extensive choice across over 1,100 language models. The enterprise landscape is rapidly moving past experimental AI pilot phases and entering production setups completely focused on transforming core business outcomes. Tomorrow's service organizations are aggressively evolving into software-minded operations that deploy repeatable, highly specialized internal autonomous agents. Managing tokens and monitoring usage metrics represents the emerging operational baseline for balancing efficiency against the scaling expenses of large language models. 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 AI frontier, platform of platforms, enterprise partners, global systems integrators, digital natives, language models, token consumption, agent sprawl, citizen developers, shadow IT, business outcomes, technical enablement, marketplace growth, hyper-scalers, processing fluency, sovereign AI, industry ecosystems, data governance. Transcript [00:00:00] Stephen Boyle: This is the biggest, most transformative, iterative change in technology we’ve ever seen, where, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:00:12] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. Uh, I am thrilled to invite our next guest up on stage. I’ve known this gentleman for several years back in my days at Microsoft, and, um, we’ve been friends, actually Microsoft, and then we both went and did different things, came he’s come back to Microsoft in a big way. [00:00:46] Vince Menzione: Uh, Steven Boyle, for those of you don’t know, is recently a named the C. We will talk about it in a second, but I, I need to announce you properly. Is the corporate vice president, which by the way in Microsoft is a big deal for enterprise partners. He and Nicole De and I would say are the two Microsoft leaders in the organization. [00:01:06] Vince Menzione: Nicole is the channel chief. Steven has a, a big remit and we’ll talk about that up on stage. But I’m just so delightful for his support and for making the time in a very busy week at Microsoft ’cause this is CEO summit this week to make some time to come with us and be on stage with me. Please welcome my good friend Steven Boyle. [00:01:29] Vince Menzione: Good to see you, sir. To see. So I’m gonna put you on this side. [00:01:33] Stephen Boyle: Okay. [00:01:35] Vince Menzione: The hot seat. So I’m gonna, I, I didn’t do a justice and I, I wanted you to explain your role. I, I think I know, but I think for the, for the people in the room, uh, talk to us what Enterprise Partners means at Microsoft and what that role remit and remit looks like. [00:01:50] Stephen Boyle: Um, CVPs may or may not be important, but one thing they don’t do is get invites to the CEO summit. So I’m super pleased to be here with you guys. No, no, it’s totally cool. It’s totally cool if that phone rings. No, I’m kidding. Doesn’t. So what does it mean? So I’d like quickly, um. January last year, uh, we split the sales organization into enterprise and small to medium enterprise and channel. [00:02:15] Stephen Boyle: You guys probably familiar with that? Nicole is the, uh, chief partner officer lives in the SMA and C world and drives the channel, um, drives our marketplace business and, and a lot of other things. Um, for that 60 billion, um, you know, total addressable market that we have. Down there in SME and C. Um, at the same time, we established enterprise partner as part of Nick Parker’s overall organization. [00:02:40] Stephen Boyle: Um, but for most of 2025 we ran it as global systems integrators and advisories, ISVs and digital natives. So three separate footprints all focused entirely on, on, on enterprise. Um, in December, January, we talked about establishing an enterprise partner leader that would. You know, aggregate all of this stuff. [00:03:00] Stephen Boyle: Um, I was fortunate to come through, um, some frankly, pretty hairy, uh, experiences, I bet with some of our senior leaders. Um, I, I’ve loved to [00:03:08] Vince Menzione: been in the room for that [00:03:09] Stephen Boyle: questions like, why Steven Boyle and things like that, right? And really have to dig deep to, uh, to justify. Anyway, uh, I’m blessed and honored, uh, to run that entire portfolio of partners, uh, for the entirety of the enterprise partner world, which now from a chief revenue officer perspective, belongs to Deb. [00:03:25] Stephen Boyle: Deb Co. So Deb is the enterprise leader for all of our sales that we do into that space. Awesome. Um, I have three regional leaders, Nina Harding here in the United States, Ehab Ra in in Europe, and Heather Gordon in Asia that mirror and replicate and flow down the things that we decide to do from a strategy perspective for the, uh, for the core. [00:03:45] Vince Menzione: And we love Nina. She’s been, she was at our last event, [00:03:47] Stephen Boyle: super, super lady. And, uh, you know, the US is still 50% of our overall business. [00:03:53] Vince Menzione: Yeah. [00:03:53] Stephen Boyle: Too big to fabric. Every time I talk to Nina, I’m like, Nina, you’re too big to fail. We can’t cover you anywhere else. So you know, you’ve gotta be successful here in the Americas. [00:04:01] Vince Menzione: So I think just for breaking it up, I, ’cause I do want to like, it’ll lead to the next question, right? So you have the global systems integrators, all these systems integrators. Essentially you have all of the software companies we used to call ISVs, we now call SDCs or software development corporations. [00:04:17] Vince Menzione: And then you also have the AI stack, I’ll call it. Right? So under Jason Grafe. Yeah. Many, many might know. Jason’s been a guest on the podcast and was Satya’s chief of staff at one time, eight years. Eight years. Wow. I didn’t realize there was that many. [00:04:31] Stephen Boyle: Carry carried a lot of bags for Satya over the years. [00:04:34] Vince Menzione: Unbelievable. Well, let’s, I mean, so AI is an important component, right? And you saw Jay’s, Jay talking, just talking about AI and all these things. I would love to start here, right? Because, uh, you’re, you’re, I wanna get your perspective as Microsoft, your perspective as Microsoft on the biggest shifts you’re seeing in defining this we’ll call AI Frontier. [00:04:54] Vince Menzione: We’re seeing right now, how should partners translate that into how they position and go to market externally? How, how do we need to think about this time? [00:05:02] Stephen Boyle: Yeah, that is, uh, that is a huge question and I’m not sure we’ve got enough time to go into the, into all of the detail. Um, so let me sort of up level it a little bit for you. [00:05:10] Stephen Boyle: And I think, look, the move that we meet at made a couple of months ago and pulling together those three aspects. Nicole had already done it in SME and C. Right. One partner organization across the world with a very common set of goals. We were working closely together, Sandy Gupta, on ISV, Jason on ai, and myself on on si. [00:05:29] Stephen Boyle: But we were still working closely together across silos. So the opportunity for me, 60 days into this role is AI just allows you to wire the partner ecosystem together differently. Right? And even if you look at how we’re going to market an AI today, um. You know, with, with, with chat GPT, with Claude, with Anthropic, um, I think there’s something like 1100 different, you know, language models on Microsoft today. [00:05:55] Stephen Boyle: So the way I think about AI is we are absolutely gonna be the ultimate platform of platforms. Yeah, choice is incredibly important. Um. It’s, it’s, you know, turn the clock back 12 months, everybody was chat gpt five point x, you know, and then six months ago it was Gemini and now it seems to be clawed. And honestly I don’t know what it’s gonna be next quarter. [00:06:15] Stephen Boyle: So the only thing I can do is offer you choice. [00:06:18] Vince Menzione: Yeah. [00:06:18] Stephen Boyle: And from a partner perspective, I think that minimizes or reduces the risk that you have betting on the Microsoft platform because you can go in a multitude of different directions. I know we’re not in Europe, but if you were in Europe and you were worried about G-G-D-P-R and Jay mentioned sovereignty, you’d probably be like lining up really closely to Misra. [00:06:37] Stephen Boyle: Yeah. And a bunch of other Europe, European partners. So wherever you are in the globe, I wanna be that platform choice. Um, and we will lead with our own first party solutions. I hope they’re not coming for me. Um. I parked safely in the hotel. It can’t be me. Um, but you weren’t vibe coding in the room. Um, but you know, wherever you are in the world, in whichever industry you are in, um, it is our intent to, to offer that platform of platforms and to give the broadest set of partners the opportunity to engage with us. [00:07:07] Vince Menzione: I think that’s really important because I, I have found, especially in the last month or two, people are, it’s almost like a knee jerk. Don’t you feel like people don’t know what to do? There’s been so much noise in the press and the media and, and the markets around open AI and anthropic especially. Where do I go? [00:07:26] Vince Menzione: Seems to be like when I, when I sit, I watch everybody in the room here. I think they’re, they’ve all been thinking that as well. So you can, [00:07:31] Stephen Boyle: there’s a, a little bit of a deer in the headlights moment. Yes. And even I like, I get that. Yeah. Um, you know, I saw, uh, Jay slides. Jay, love the presentation. Love the slides, man. [00:07:40] Stephen Boyle: I’m gonna steal several of them. Um, we’ll talk about that later. We, we [00:07:43] Vince Menzione: have the deck, [00:07:45] Stephen Boyle: but, but in all seriousness, you know, this, this is like. It’s a new paradigm. I will date myself a little bit. Some of you might heard me say this. I sold many computers in the 1980s. Mini computers. Some of you in the room are going, what’s a mini computer? [00:07:59] Stephen Boyle: Um, I sold client server for Sun Microsystems in the nineties. I sold an awful lot of Oracle databases in the Auts, I think they’re called, and I’ve done two stints with Microsoft. This is the biggest, most transformative. Iterative change in technology we’ve ever seen. What, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:08:18] Stephen Boyle: Um, and we are building intelligent systems at scale faster than we’ve ever seen. Scalable, mission critical solutions being implemented today inside of Microsoft and with our most important customers. So, and we can’t do it without partners, right? There is absolutely nothing we can do in this industry. I will, I will put the, you know, the elephant in the room out there. [00:08:40] Stephen Boyle: Our ISD organization has between five and 7,000 people. Our forward deployed engineering organization is about a thousand people. [00:08:47] Vince Menzione: Yeah. [00:08:48] Stephen Boyle: So when you look at the scale of the total addressable market that Jay just talked about. We are gonna service directly like this much [00:08:55] Vince Menzione: used to be 5%. Was it even, is it even that high? [00:08:58] Stephen Boyle: I doubt it’s, I doubt it’s even that. And the billions of dollars that we spend every year helping our customers transform to what we’re now calling frontier firms is gonna be, have to be driven with every single person in this room in some way, shape, or form. Judson is not asking Marla to significantly increase ISD. [00:09:15] Stephen Boyle: Not asking John to significantly increase FDE, although we probably will hire in that area just because of the, the newness and the, you know, bright shiny object that everybody’s like, oh, FDE, I’ve gotta have those. We’ve got a thousand already today that have been around in John’s organization for 10 plus years doing the things that we are doing today. [00:09:32] Stephen Boyle: But we are gonna build out that muscle. But the real way we’re gonna build out that muscle is with all of you in this room. That’s like categorical. That is my like, probably number one goal for the next one to three years is make sure that, that story that Jay just told about Microsoft not being involved in AstraZeneca. [00:09:48] Stephen Boyle: I probably won’t tell Judson that Jay, but I love the story. Um, like if you could all do that for me, like win, um, that is so, you know, from our worldwide learning, through our skilling enablement through our cloud solution architects that I personally own. We are pivoting aggressively towards making sure that the partners understand our platforms better than any other job, number one for me right now, if you don’t understand what I’m selling, like I’m kind of dead in the water obviously. [00:10:15] Stephen Boyle: Well, [00:10:15] Vince Menzione: I was gonna ask you why now? Why Microsoft? Why now? Right? Because there is a lot of noise. You know, Google just announced, you all announced your results on the same day, which was astounding. That was freaky, wasn’t it? It was. It was the first time. And the, the total commitment, customer commitment is over a trillion dollars now, I think 1.2 trillion is what I counted up. [00:10:33] Stephen Boyle: Yeah. [00:10:34] Vince Menzione: But it’s saying a lot about like, what do I do now, like as these partners in the room. Um, how, I think you kind of already, and you’ve talked about this, about differentiating where Microsoft is, I think J Slide does a lot of justice there. It says how, uh, Microsoft Partners came into the room, surrounded the customer. [00:10:52] Vince Menzione: It feels like Microsoft has always leaned in big time on partners. Uh, more so I would say than any other organization out there. What would [00:10:59] Stephen Boyle: you say Joe Roses, my chief of staff, business manager and so many other things was telling me last night that, you know, we used to say 500,000 partners. [00:11:05] Vince Menzione: Yeah, [00:11:06] Stephen Boyle: it’s a, it’s a significantly higher number than that as well. [00:11:09] Stephen Boyle: So there’s an element of, you know, back to the deer in the headlights, which partners are, are more important. One of my other phrases that I say on a regular basis, the winners and losers are yet to be decided in this next wave. Like, I want all of us to on the right side of that argument. Right? But, but it’s gonna be a challenge and, and companies are going through shifts. [00:11:28] Stephen Boyle: You know, Accenture, maybe, possibly doesn’t need 750,000 employees in the not too distant future. Maybe TCS at 600,000 doesn’t need 600,000 human employees. So we’re going through this dramatic shift of, you know, what’s the right balance going forward. What I would say about Microsoft is notwithstanding the fact that we’ve figured this out for 51 years, which is a little bit mind blowing, um, that you know, all the way back in the seventies we’ve gone through so many iterative changes. [00:11:56] Stephen Boyle: People have questioned just like they’ve questions. A lot of other technology companies, are you gonna be around for the long haul? I think we’ve proven time and time again, and I love Jay’s story. I’ve used that myself about how many companies disappear on a, on a decade to decade, you know, business. 10 years ago I had the opportunity to listen to Craig Clayton Christensen, who’s sadly no longer with us. [00:12:15] Stephen Boyle: Yeah. But you know, the books that he wrote and the story that he told to Microsoft 2014, we were nowhere in cloud. [00:12:21] Vince Menzione: Yeah. [00:12:22] Stephen Boyle: AWS was so far ahead of us, it was crazy. And he came in and he’s like. You know what? You guys need to be successful. You need to figure out how to cross this chasm again, and we’ve done it time and time again. [00:12:32] Stephen Boyle: You can go back. You know, Microsoft used to be known as a fast follower in ai. I don’t think we’re a fast follower. I think we’re right up there. We’re right at the front, but that race is still being run and the winners are losers are yet to be decided. [00:12:44] Vince Menzione: I was in that room with Clayton Christensen with you, by the way. [00:12:46] Vince Menzione: I remember, I remember that. That was at a Prism conference. [00:12:49] Stephen Boyle: Yeah. Yeah. [00:12:50] Vince Menzione: You men, you touched on this with the GSIs a little bit. How do you see the roles evolving? You know, we, we, we bucketed all, we’ve always been. Fantastic about bucketing ISVs or SDCs and sis and digital natives. Yeah. How does it, how does that all come together? [00:13:06] Vince Menzione: Does it come together any differently in this new AI platform era, or is it the same? [00:13:11] Stephen Boyle: I look, I, I’ve said this for a long time, like if you go into AstraZeneca, the six plus, you know, frontline partners, there’s probably a whole board of second, third tier that, that we don’t know about doing, you know, things across the AstraZeneca group. [00:13:25] Stephen Boyle: It takes several villages and sometimes a small town, especially in my world, in the enterprise world, strategic five hundreds. Yeah. Um, you know, we, we ran some reports a few years ago and it is shocking how many global systems integrators have a footprint in Shell or Exxon or, you know, bank of America or whatever else. [00:13:44] Stephen Boyle: So I’ve always believed that partner to partner is critical. Yeah. I think it became even more critical in the, in the AI world, and I’ll take my new friends at Anthropic. So I went to the first Anthropic partner Summit. Some of you might have been down there in, in San Diego, um, just a couple of months ago. [00:13:59] Stephen Boyle: Same partners, same people from the same partners. In the room, you know, talking about what they’re gonna do together with Anthropic. Um, and I’m looking out across this audience going, okay, well I know him and I know her and I know those guys, and like, I need to figure out how I’m gonna weave this together. [00:14:14] Stephen Boyle: So it’s not just an Accenture and Anthropic or an NTT data and anthropic, but it’s an NTT data plus anthropic plus Microsoft. Story going forward. And then who’s best at delivering those services capabilities? So it’s it at every juncture that I see in the, in the partner community, and this is the, the reason why I argued vehemently with Nick, that it has to be one organization I’m gonna create maybe given a little bit away. [00:14:40] Stephen Boyle: So if you’re recording, stop now. Um, I’m gonna create an enablement organization that is partner agnostic. I don’t necessarily care. I do care about the digital natives, but I don’t care about how I train them. Right. What I’m more important of is how do I train the digital natives in what the sis are doing, and how do I train the sis and what the ISVs Plus digital Natives are doing. [00:15:01] Vince Menzione: Yeah. [00:15:01] Stephen Boyle: That is my, that’s my game plan. If I fail there, then I think we fail to raise the bar and be differentiated in an AI world, and I’m not set up like that today. [00:15:12] Vince Menzione: I wanna, I wanna ask you, uh, uh, because I was looking at Jay’s slide and the, the managed piece is. And we have a lot of managed service providers in this room today. [00:15:20] Vince Menzione: A lot of them, by the way, come from the old school of managed services. The managed piece seems to be like, if I’m doing something today with ai, we’re gonna talk about security next, uh, up on stage here. It seems like there’s a new set of skills or a different approach to the customer, don’t you? Don’t you agree? [00:15:37] Stephen Boyle: I I [00:15:37] Vince Menzione: think you need to keep your hands on the steering wheel at all [00:15:39] Stephen Boyle: times. I think what it boils down to is you can’t do AI unless you do certain other things. [00:15:44] Vince Menzione: Yeah. [00:15:44] Stephen Boyle: Right. You could be a modern work specialist and you could make a lot of money being a modern work specialist, or you could be a, a dynamic specialist. [00:15:52] Stephen Boyle: We just held our, uh, inner A in a circle conference last last week, which I was disappointed to miss for the first time in a few years. Those, those days are, are, are fast becoming over. [00:16:03] Vince Menzione: Yeah. [00:16:04] Stephen Boyle: Um, why? Because everything that I’ve just said is tied together by ai. Yes. And in order to do good ai, you need good data. [00:16:12] Stephen Boyle: And in order to trust everything that you’re getting, as Judson talks about trust and intelligence, you need to wrap that in a really secure [00:16:19] Vince Menzione: Yes. [00:16:19] Stephen Boyle: You know, en en environment. Now we will do our best to provide levels of security into how we deliver ai. But that’s not the end of the game, right? You have to take it all, all the way to the edge. [00:16:30] Stephen Boyle: So that’s why a siloed partner or a singular commercial solution area partner in Microsoft’s terms, has got to transform its business. ’cause if you’re gonna do ai, you’ve gotta do those other things as well. [00:16:41] Vince Menzione: Agreed. I must see the model changing, and in fact, I see like bigger organizations becoming managed service providers in many respects. [00:16:48] Stephen Boyle: Yeah. Yeah. I mean, look, there’s still, there’s still a role for all the old terminology you mentioned is SV to sdc. Yeah. I’m like, I’m been around long enough. Look, it’s ANB still anv, it’s still an isv. Thank you. Independent software vendor. Um, and it’s, you know, where, where AI is allowing software to be, you know, frankly developed in a number of different places. [00:17:07] Stephen Boyle: We are all citizen developers. Um, you know, I was on a call with our internal leadership yesterday, um, and you guys might have heard this story ’cause I think it came out at Ignite. When we turn the agent 365, around and on ourselves. We found 130,000 agents running across Microsoft that had been developed and deployed internally with, I mean, you could call it shadow it. [00:17:28] Stephen Boyle: I guess that would be one phrase that you would use for it, but the reality is if you, if you haven’t got something to do your job today, you have the tools. To build it really, really fast. Um, and that, you know, that’s, that’s a great opportunity for people to be able to do their work, you know, in a better and in a different way. [00:17:45] Stephen Boyle: But it’s also a huge opportunity to make sure that data governance and security and all the other things that we need to deliver are there out of, out of the gate and out of the platform that we deliver. So security’s absolutely critical. Not saying that managed services won’t grow, um, at, at some level as well, but only if they transform into this multifaceted way. [00:18:04] Stephen Boyle: Yeah. Thinking [00:18:05] Vince Menzione: about, well, that’s what I was, I was gonna lead to here with innovating. It’s happening across, I mean, we’re talking about chips, we’re talking about foundational models, LLMs, we’re talking about applications, we’re talking about agents. How should we think about where to play and how to differentiate as partners in this room? [00:18:22] Stephen Boyle: I think. [00:18:25] Stephen Boyle: So look, I mean, one, one of the ways that Judson talks about it is I think silicon’s gonna change over time. Yes. NVIDIA’s definitely the 800 pound gorilla, maybe the 8,000 pound gorilla. Yeah. Uh, but you know, if you read the press, there’s, there’s things happening in, in different places as first party silicon, which we clearly are, are developing, um, in a quantum direction for sure. [00:18:45] Stephen Boyle: Um, there’s lots of different language models that haven’t even been launched on, on, on the marketplace yet, so. You know, Judson’s trying to uplevel our conversations. You’ll hear us talking about conversations more and more as we go into FY 27, um, that obviate all of those layers. Just like even when I was selling Sun Microsystems, it was about the business outcome and the business solution that we were solving for not necessarily the fastest piece of hardware or the best client service solution on, on the market. [00:19:17] Stephen Boyle: So I think what’s gonna happen over the next 12 to 24 months is we’ll have so many different models to choose from. We’ll have more silicon to choose from, but those won’t be the real buying decisions. The real buying decisions of what? How am I trying to transform my finance organization, my HR organization, and my supply chain? [00:19:36] Stephen Boyle: Because the underlying technology, Judson says commodity I, I guess I can go with that. It will be commoditized and we’ll really start to focus back on what the important things are. We’re moving a lot from pilot to production. You guys have probably seen that. The numbers that Jay just showed about how many. [00:19:52] Stephen Boyle: Projects are failing, is getting less and less because we’re getting smarter and smarter about what it takes to actually drive the business outcome. And I need all of us to be talking that same language. Yeah. Having conversations with head of HR about how we’re gonna transform human capital management in the, in the age of agents, if you like, like the underlying platform. [00:20:14] Stephen Boyle: It’s not, don’t worry about it. You wanna be on a secure platform. Don’t get me wrong. But at the same time, I don’t think we, we spent too much time worrying about that. [00:20:21] Vince Menzione: Yeah. We’re not, what you’re saying is we’re not spending enough time on outcomes. On the business outcomes. Right. And that’s where we need to focus. [00:20:27] Vince Menzione: We’re, we’re focusing on, I, I feel like we’re, it’s a signal to, to noise ratio that we’re living through right now. There’s too much noise. [00:20:33] Stephen Boyle: Yeah. [00:20:34] Vince Menzione: And we’re not focusing on the signal. I think that’s what you’re saying. [00:20:36] Stephen Boyle: I, it’s got to be, I mean, to be honest with you, it’s always been, you know, even when I sold what I would perceive, you know, sun in the nineties was a rockman ship to the stars and, you know, kind of sad what happened to that company. [00:20:47] Stephen Boyle: Um, but we, we were, we were fixated on, we had the best client server. But, but nobody was buying, you know, a piece of Sun hardware as a room heater, which is all it did, you know, like for the longest. But if you had SAP, if you had Cybase, if you had Bond, remember Bond, I mean all of those applications that drove the business outcomes, we’ve gotta get back to that kind of mentality. [00:21:09] Stephen Boyle: Yes. And worrying a little bit less about the underlying architecture. Yeah. It needs to be, it needs to be part of the conversation. ’cause it needs to deliver trust and security and intelligence and everything else. Then you need to rapidly move to what are you trying to achieve and how can we ensure the, the, the success of, of your business outcome. [00:21:27] Stephen Boyle: And look, I mean, Palantir pri you know, sort of came out and said, well, the way we do that is through forward deployed engineering. Um, and they stole the show. And, and, you know, they’re, they’re doing very well as a result of doing that. Uh, but if you go and talk to, um, Tom Siebel’s organization at C3 ai. [00:21:43] Stephen Boyle: They’ve had FDS for quite a while. You know, I told you about John Chuchu 10 years ago. John Chu, Chuck’s job was to go and get all the applications that we needed on the Microsoft phone. Remember that? [00:21:54] Vince Menzione: Yes. Um, [00:21:55] Stephen Boyle: you know, so we’ve pivoted John o over the years to doing what he’s doing now, which is to go sometimes in partnership with, with partners into the customer and say, what is it you’re trying to achieve? [00:22:05] Stephen Boyle: Let me show you how I can build that for you in three weeks or three months. That might have taken you three years. We literally just did a hackathon with one partner last, last, last week with, uh, with our ISE organization, the, the, the forward deployed, uh, group that John runs. Um, and one of the big customers said, I’ve just done in three days what would’ve taken me three months. [00:22:26] Stephen Boyle: Now he hasn’t productized it and rolled it out and blah, blah, blah. But the reality is that is how fast things are changing. And this was not a small company. This was a very, very large oil company, and they were like blown away by how much we can achieve. We’ve gotta do that at scale. [00:22:41] Vince Menzione: Yeah. [00:22:42] Stephen Boyle: You know, we, we have a commitment to scale our FDE community through partnerships to touch all of the S 500 in a very personalized way. [00:22:51] Stephen Boyle: And then, you know, at a slightly, you know, lower ratios down through the, through the majors and into, into Nicole’s SME and C world as well. [00:22:59] Vince Menzione: Jay talks about the decade of the ecosystem. He coined that term back, back on a podcast way back in nine, in, uh, in 2020. Microsoft has been at the, for, we used to call partner to partner back, back in the day. [00:23:10] Vince Menzione: Mm-hmm. Do you remember those days? How do you think about this ecosystem evolving and what steps are you taking to help bring these organizations together? Because I, I, again, we look at the seven seats or 6.3 seats at the table. The customer has the power now that they didn’t have before. ’cause they have the commitment with like with Microsoft and they can buy off of the marketplace and pull together multiple organizations to go, go do that. [00:23:34] Vince Menzione: How do you think about helping to orchestrate that as the leader of the enterprise partner business? [00:23:39] Stephen Boyle: So I’ll start with a really big example, and I’ll try and sort of scale it down a little bit. But my friends at Accenture, with the Accenture, Microsoft Business Group, we spend an awful lot of time, you know, in, in each other’s pockets, in each other’s deals. [00:23:51] Stephen Boyle: We know everything that’s going on in the Accenture, Microsoft Business Group. And a couple of weeks, or maybe a month or so ago, I was told that the Microsoft Business Group is now larger than the SAP Business group. It probably flip flops. [00:24:03] Vince Menzione: Yeah, [00:24:04] Stephen Boyle: it won’t be too long before the Anthropic Business Group is bigger than both of those. [00:24:08] Stephen Boyle: So what I need my Microsoft team to do is to not spend all of their lives in the. A MBG, the Azure, the Accenture, Microsoft Business group, but to go make friends in the Anthropic Accenture Business group and frankly still to make friends in the SAP business group and maybe in the Oracle Business Group and the list goes on. [00:24:27] Stephen Boyle: So at a macro 11, in the very largest accounts where we haven multiple practices, where we haven’t spent time before, I’m gonna. Push my people into uncomfortable zones and I’m gonna push them to go into those other areas and I’m gonna load them up with technical talent and cloud solution architects and ai, you know, forward deployed engineers. [00:24:45] Stephen Boyle: And I’m gonna force different people to talk together that haven’t talked together. So I can do that in TCS. I can do that, Capgemini, I can do that. Um, you know, in Europe with Capgemini and Misra is a classic example. Um, with the, with the Indian sis, Indian based sis, they’re all big enough where I know all the practices exist. [00:25:04] Stephen Boyle: I just need to do a better job of, of talking to them. Now, when you downsize that into, you know, into a, a company that doesn’t have all of that scale, this the same truth still holds. I need to talk to people who aren’t necessarily motivated every single day to do something with Microsoft. I need to talk to people who are motivated to do something with an AI partner or even a traditional SaaS partner. [00:25:27] Stephen Boyle: I noticed yesterday, actually no, this morning I got a notification that we just passed, um, a billion dollars in revenue on the marketplace with ServiceNow. [00:25:35] Vince Menzione: Nice. [00:25:36] Stephen Boyle: Um, and I think AWS announced the same thing, by the way this month as well. Um, so thank you to the ServiceNow people. Yeah. Um, you know, that is that there’s a tremendous demonstration of how far we’ve come in marketplace. [00:25:48] Stephen Boyle: ’cause that’s another one where we trailed AWS quite significantly. But with the right partnerships. And driving the right motions, we can, you know, we can definitely catch up and we will continue to pass, uh, some of, some of the other hyperscalers in, in, in that way. So really the bottom line to your question is partner to partner is still real. [00:26:08] Vince Menzione: Yeah, [00:26:08] Stephen Boyle: how we do it and what we use to tie things together. And I know that compensation drives behavior and we’re not gonna get into a compensation about like how we get compensated and everything else, but the reality is I’ve gotta break down those barriers and those silos and I’ve gotta deliver real meaningful enablement and practice development so that, so that the people who sit in the Anthropic business group and the people who sit in the Microsoft Business Group are spending as much time together as they are with me. [00:26:34] Stephen Boyle: That makes sense. Simply put, that’s what I, I need to achieve at scale rapidly. [00:26:40] Vince Menzione: So to, we’re getting close to time here, but as you look forward, what would define the most successful partnerships in this ecosystem? Is it, is it what you described, the opening up the aperture or for the, for the leaders in the room here today, what should they go do better and differently? [00:26:58] Stephen Boyle: Um, so obviously we’re closing out this fiscal, we’ve got Microsoft start and Microsoft start for partners coming up in July. Um, I mentioned the fact that we’re, we’re driving. Cu customer engagement through the lens of conversations and how do we achieve business outcomes? I would encourage you to, to gravitate, if you like, above the commercial solution areas where you might have understood, this is how I interact with Microsoft today. [00:27:23] Stephen Boyle: Um, and abstract it up to that AI layer. You know, think about trust, think about intelligence, think about business outcomes, and how do I potentially weave together a story? If I’m in the dynamic space, how do I get better in data? If I’m in the data space, how do I get better in. In that modern work environment, but really use AI as the overlay to, to help tie that together. [00:27:44] Stephen Boyle: That’s one thing. The second thing is if we’re not training you in the right direction, it’s stevenBoyle@microsoft.com. Let me know. Awesome. Um, we’ve got programmatic stuff, um, you know, and we’ve got high touch stuff as well. So I think this is, this is another time where Microsoft is gonna over pivot on all of the training and enablement that we need to do to make sure that you’re, you know, you’re grounded in our platform. [00:28:07] Stephen Boyle: Um, I think there’s a huge opportunity with this agenda future to become more of a software partner. You know, even the deepest services organizations are going to need agents, and the more successful ones will be the ones that can turn on those agents in a repeatable way. So. Our agents, the new SaaS. I’m not exactly saying that, but I think that the agen future is one where even the more services oriented companies will, will have teams of agents that they’re deploying. [00:28:35] Stephen Boyle: In fact, I had a very, very large systems integrator, um, in, in the EBC just about a month ago, three weeks ago. Um, and I was sat next to their head of consulting and he showed me what he called his God dashboard. Uh, and right in the middle of his God dashboard there are like 450 accounts. All of whom I recognized, ’cause they were all in the enterprise, right in the middle of his dashboard was, how many tokens am I spending? [00:29:00] Vince Menzione: Yeah. [00:29:01] Stephen Boyle: Like, not like what’s my daily runway? You know, not am I making a profit on that account or anything else like that is like, how many tokens have I consumed? Yeah. Because there is an awful lot of, that is the new juice, if you like. That’s, that’s driving the success. You can have the smartest people on the planet, but you’ve got to still arm them with all the best tools that are available out there. [00:29:22] Stephen Boyle: So it’s fascinating to listen to him, how he had gone through that thing of, you know, agent sprawl, how many are really working, how many are not working? How can we prove that? You can prove it through, you know, managing your tokens. There’s a new version of. Finops for tokens, for want of a better phrase, that’s gonna be critical for us all to understand. [00:29:40] Stephen Boyle: ’cause they’re not cheap, they’re not free, that’s for sure. And, and they might not be cheap if you’re not, if you’re not managing them and using them effectively. Yeah. So that’s the other thing that I would really get on top of. And, you know, we’re gonna make some announcements in the not too distant future about the consumption driven future. [00:29:56] Stephen Boyle: Um, that, that we will, that we will deliver with our first party and third party platforms going forward. So that’s another. Another critical thing [00:30:03] Vince Menzione: sounds like some exciting announcements. Pretty soon. [00:30:06] Stephen Boyle: Yeah, could look close. Quarter four, help me close. Quarter four. Yes. That’s priority number one, two, and three right now. [00:30:12] Stephen Boyle: Uh, but get ready for some, you know, for some new announcements in July. Um, look, the future is incredibly bright with Microsoft. It’s incredibly bright in the industry as a whole, right? I mean, let, let’s be honest, the, the growth targets that we will have for ne next year are astronomical, and we will not make them without the partner community that we have, without training and enabling the partner community that we need for tomorrow. [00:30:34] Stephen Boyle: So like, stay close, you know, stay engaged. Talk to your partner development managers, talk to the talk to field reps, talk to the accounts that that, that you are in, and stay as close as you possibly can to our emerging strategy. And, um, you know, look, I, I think if I had fivefold or tenfold the people I have today, I still wouldn’t be able to touch everybody that I would like to touch in the partner community. [00:30:58] Stephen Boyle: So I’ll apologize in advance. Um, but we’re gonna have some, you know, some really cool ways of learning. Um, and we’re gonna make sure that they’re available to the widest possible audience. [00:31:07] Vince Menzione: Well, we bring the practitioners and the experts in the room to help with that as well. Right? Yeah. Because you can’t always have a partner development manager tied to everybody in the room. [00:31:14] Stephen Boyle: I, I would do hackathons on AI every week with every partner and every part of the world, but I can’t. [00:31:19] Vince Menzione: Yeah, exactly. Well, so good to have you today. Thank you. So good to see you again. I don’t know what your schedule is like. I, we didn’t, we don’t have enough time for questions. [00:31:28] Stephen Boyle: That’s cool. [00:31:28] Vince Menzione: From the audience. [00:31:29] Stephen Boyle: I’m gonna stay around for a little [00:31:30] Vince Menzione: while this [00:31:30] Stephen Boyle: morning and I’m coming back [00:31:31] Vince Menzione: for cocktails. Alright, terrific. So. Stephen Boyle will be here for cocktail hour. Thank you. Four 30 and uh, I wanna thank you, sir. So good to have you. Thank you. Good to see you. Absolutely. [00:31:42] Stephen Boyle: So much. Absolutely. Hey, thanks everybody. [00:31:43] Stephen Boyle: Thanks for what you do today, and hopefully thank you for what you do tomorrow as well. [00:31:46] Vince Menzione: Thank you. An incredible leader. [00:31:49] Stephen Boyle: Don’t forget, ultimate [00:31:51] Vince Menzione: partner Alive is coming soon, June 18th at our executive breakfast in New York. I hope to see you there.Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ I

Cloud Realities
RR015 Innovation isn't a funding problem with Andre Loeskrug Petri, JEDI part 2

Cloud Realities

Play Episode Listen Later Jun 11, 2026 66:38


Innovation isn't about funding, it's about how organisations are built and led. Progress comes from cutting bureaucracy, empowering mission-led teams, and asking the right questions to unlock bold breakthroughs. This week, Dave, Esmee and Rob are joined again by André Loesekrug-Pietri, Chair and Scientific Director of the Joint European Disruptive Initiative (JEDI, Europe's ARPA) to explore how Europe can turn moonshot ambitions into reality by building the right people, culture and operating models for future-shaping organisations. TLDR00:41 – Introduction01:14 – Hang out: Esmee returns and the missing API has been found!05:14 – Dig in: Staying in step with global innovation12:57 – Conversation with André Loesekrug-Pietri1:02:26 – Roland Garros tennis, and unlocking creative energy GuestAndre Loeskrug-Petri: https://www.linkedin.com/in/andrepietri/X: @eurojediwww.jedi.foundation HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Merryn Talks Money
The Rich Are Getting Richer: What Do They Want From Wealth Managers?

Merryn Talks Money

Play Episode Listen Later Jun 10, 2026 25:12 Transcription Available


Who became wealthier in 2025 and what do they want from their financial advisor? Merryn Somerset Webb sits down with Capgemini's Gareth Wilson to discuss the latest World Wealth Report, the rise of robo-advisors and family offices and why traditional wealth management firms are facing growing competition. They also debate the question: Do investors want empathy from their wealth manager or simply better returns?See omnystudio.com/listener for privacy information.

Coffee Power: Tecnología, Desarrollo de Software y Liderazgo
#162 - IA en tu QA: ¿3X de Productividad o 3X de Caos?

Coffee Power: Tecnología, Desarrollo de Software y Liderazgo

Play Episode Listen Later Jun 9, 2026 50:46


En este episodio Oz conversa con Gina Paola Cárdenas (QA Manager, +12 años de experiencia) y Luis Contreras (Automation Lead en Capgemini, certificado ISTQB) sobre lo que realmente pasa cuando metes agentes de IA al proceso de testing. El 77.7% de los equipos de QA ya se movió a un enfoque AI-first y hay empresas donde el 85% del testing ya no es manual — pero sin criterio técnico, estrategia y gobierno, la IA acelera el caos en lugar de la productividad. Hablan de qué SÍ funciona (análisis de riesgos, self-healing, generación de datos), del peligro de la "pereza de pensar" y la falsa cobertura, de por qué los modelos alucinan entre 3% y 18% y suenan más seguros cuando se equivocan, y de cómo el rol del QA se vuelve más crítico que nunca.00:00 Intro: 77.7% de QA ya es AI-first02:27 ¿Qué cambió con la IA en QA?05:42 El criterio técnico como barrera06:28 El hype vs la realidad: ¿nos reemplaza?09:27 Qué SÍ funciona: análisis de riesgos con IA12:20 Self-healing: scripts que se autocorrigen16:24 Resistencia de los equipos18:18 Scrum ya murió (y los marcos que siguen)20:18 El ejemplo de las velas: evolución de roles22:37 El superpoder del economista en QA26:20 El riesgo: pereza de pensar y falsa cobertura30:56 Pruebas de integración con IA33:52 IA, usabilidad y accesibilidad36:25 Alucinaciones: 3-18% y suenan seguras40:13 "Los de QA no son ingenieros de verdad" + el mercado de $112B41:24 Backlog refinement con criterio crítico43:34 Sistemas críticos: rayos X, carros, vidas46:07 Consejos para QAs: prompt engineering e instinto probador50:01 Cierre✩ CURSOS DISPONIBLES

Monde Numérique - Jérôme Colombain

Les innovations en santé franchissent un nouveau cap avec l'essor de l'intelligence artificielle, des robots humanoïdes et des objets connectés. À l'occasion du salon Santexpo, Gaël Prudhomme décrypte les transformations qui redessinent la relation entre patients, soignants et technologies.

Cloud Realities
RRSP01 The state of Life Sciences, pt 1 - The world, challenges and future of Life Sciences with Thorsten Rall, Capgemini

Cloud Realities

Play Episode Listen Later Jun 4, 2026 52:24


Realities Remixed, formerly known as Cloud Realities, launches a new season exploring the intersection of people, culture, industry and tech.Life sciences are at a turning point, where scientific innovation, regulatory pressure, and patient expectations collide with unprecedented advances in data, AI, and digital platforms. IT is no longer a supporting function but a critical driver of how therapies are discovered, developed, scaled, and delivered safely and at speed.This week, Dave and Rob kick off the Life Sciences mini‑series with Thorsten Rall, Global Industry Lead for Life Sciences at Capgemini, to exploring the current state of the sector, the key themes shaping the episodes ahead, and what it takes to drive better patient outcomes. TLDR00:30 – Introduction to Life Sciences and co‑host Thorsten Rall04:37 – Hang‑out: Navigating Waterloo Station07:50 – Deep dive with Thorsten Rall into the Life Sciences landscape28:03 - What are the main challenges in the sector and main themes45:31 – BBQ season is starting HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/with co-host Thorsten Rall: https://www.linkedin.com/in/thorsten-alexander-rall-b232185/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Le sept neuf
Présidentielle : Nathalie Kosciusko-Morizet apporte son soutien à Édouard Philippe et loue sa "capacité à rassembler"

Le sept neuf

Play Episode Listen Later Jun 1, 2026 9:06


durée : 00:09:06 - Le sept neuf - par : Benjamin Duhamel - L'invitée du 7h50 de Benjamin Duhamel est Nathalie Kosciusko-Morizet, ancienne ministre de l'Écologie, des Transports, du Logement et du Numérique. Elle annonce son soutien à la candidature du maire du Havre pour l'élection présidentielle de 2027. - invités : Nathalie Kosciusko-Morizet Executive vice president chez Cap Gemini et ancienne femme politique française. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

All in a Day's Work
S4, Episode 19: Makena Naegele, oyster, The Kind Social Media Company

All in a Day's Work

Play Episode Listen Later Jun 1, 2026 22:29


In this special episode, created by one of our student podcast fellows, NYU student, Kyli Fox Soug, interviews Makena Naegele, the founder and CEO of oyster. Kyli speaks to Makena about helping job seekers find genuine career communities and engage in mentorship conversations in the changing career landscape.Makenna Naegele is an NYU Stern alum with a background in UX design, data science, and entrepreneurship, and has worked at firms like frog, Capgemini, and Women in Innovation. She has worked on projects spanning from media and entertainment to tech and innovation. Today, she is the founder and CEO of oyster, a career-discovery and micro-community app designed to help job seekers find genuine community, engage in mentorship, and build their careers with intention. oyster is founded on the belief that your ideal career exists and that someone out there is likely doing it right now, you just need to be connected to them. oyster helps you not only survive in your jobs, but thrive in your career. For a full transcript of this episode, please email career.communications@nyu.edu. 

Les interviews d'Inter
Présidentielle : Nathalie Kosciusko-Morizet apporte son soutien à Édouard Philippe et loue sa "capacité à rassembler"

Les interviews d'Inter

Play Episode Listen Later Jun 1, 2026 9:06


durée : 00:09:06 - Les interviews d'Inter - par : Benjamin Duhamel - L'invitée du 7h50 de Benjamin Duhamel est Nathalie Kosciusko-Morizet, ancienne ministre de l'Écologie, des Transports, du Logement et du Numérique. Elle annonce son soutien à la candidature du maire du Havre pour l'élection présidentielle de 2027. - invités : Nathalie Kosciusko-Morizet Executive vice president chez Cap Gemini et ancienne femme politique française. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Monde Numérique - Jérôme Colombain

Une fronde anti-IA émerge : la faute à qui ? • L'intelligence artificielle à l'épreuve de l'éthique religieuse avec l'encyclique papale Magnifica Humanitas • Mistral AI muscle son jeu à Paris • L'IA Céleste veut rétablir la vérité scientifique sur X • Alexa+ arrive en France avec l'IA générative • Santexpo : l'hôpital accélère sa transformation numérique grâce à l'IA.⭐️ Découvrez Frogans, l'innovation française qui réinvente le Web [PARTENARIAT]===============Vague anti-IA : la tech face au retour de bâtonDes manifestations contre les data centers aux États-Unis et en Europe, jusqu'aux huées contre Eric Schmidt à l'université d'Arizona, une contestation diffuse de l'IA semble émerger. En cause : inquiétudes environnementales, crainte pour l'emploi et sentiment d'un discours alarmiste entretenu par les patrons de la Silicon Valley eux-mêmes. L'entrepreneur Simon Khalaf dénonce un véritable « marketing de la peur » qui se retournerait aujourd'hui contre ses promoteurs.Magnifica Humanitas : le pape alerte sur l'IAAvec l'encyclique Magnifica Humanitas, le pape remet l'intelligence artificielle dans une perspective morale et humaniste. Déshumanisation, concentration du pouvoir, désinformation ou armement autonome : le texte appelle à une vigilance collective et à une gouvernance éthique des technologies. Un signal fort, commenté dans le débrief transatlantique avec Bruno Guglielminetti (podcast Mon Carnet).Mistral AI change de dimensionLa pépite française Mistral AI a profité de son AI Now Summit au Carrousel du Louvre pour dévoiler Vibe, nouvelle version de son chatbot transformé en agent autonome capable de coder et d'agir. Des partenariats stratégiques ont été annoncés avec Airbus, BMW et ASML, tandis que son cofondateur Arthur Mensch confirme l'ambition de produire un jour ses propres puces. Un positionnement industriel assumé face aux géants américains.Les Français et l'IA : une adoption intimeSelon une étude de Nation.fr, l'usage personnel de l'IA générative dépasse désormais l'usage professionnel en France. Conseils santé, messages amoureux, optimisation de profils sur applications de rencontre : les chatbots s'immiscent dans la sphère privée. 38 % des Français considèrent déjà l'IA comme un outil incontournable du quotidien.Macron promet 400 000 bornes électriques Réunis à l'Élysée, les acteurs de la filière automobile électrique ont entendu Emmanuel Macron fixer un nouvel objectif : 400 000 bornes publiques d'ici 2030. Un défi industriel majeur, impliquant notamment Electra et la grande distribution, pour accompagner l'essor des véhicules électriques et des recharges ultra-rapides.Mon IA Céleste : le fact-checking scientifique sur XLancée par le média indépendant Les Électrons Libres, Mon IA Céleste est un agent conversationnel dédié au débunk scientifique sur X. Son cofondateur Benjamin Sire, journaliste et musicien, explique que l'outil s'appuie sur une base de sources validées, dont Our World in Data, afin de contrer les approximations et fausses informations. Accessible sans abonnement premium, Céleste ambitionne d'élever le niveau du débat public.Alexa+ : l'assistant d'Amazon passe à l'IA générativeAmazon lance en France Alexa+, version enrichie par l'IA générative. Clément Monjou, directeur général d'Alexa France chez Amazon, détaille un assistant plus conversationnel, capable d'enchaîner des requêtes complexes, d'interagir avec des services tiers et de personnaliser l'expérience. Gratuit pour les abonnés Prime, Alexa+ marque une nouvelle étape stratégique pour l'écosystème vocal.L'IA à l'hôpital : vers une médecine augmentée[PARTENARIAT] La tech, et notamment l'usage de la data, changent la médecine publique. Monique Sorrentino, directrice générale du CHU Grenoble-Alpes, souligne l'essor d'outils d'IA pour synthétiser les dossiers patients et anticiper les flux. [PARTENARIAT] Au salon SantExpo, l'innovation hospitalière était à l'honneur. Gaël Prudhomme, responsable du Centre d'innovation en santé chez Capgemini, observe une montée en puissance des robots, des objets connectés et de l'exploitation des données, au service d'une médecine plus préventive et plus efficiente.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Cloud Realities
RR014 The world is on fast-forward but leadership isn't with Dex Hunter-Torricke, The Center for Tomorrow

Cloud Realities

Play Episode Listen Later May 28, 2026 53:32


Realities Remixed, formerly known as Cloud Realities, launches a new season exploring the intersection of people, culture, industry and tech.Today's most pressing challenges arise from the collision of rapid technological change with deepening economic inequality, weakening democratic systems, geopolitical instability and accelerating climate pressure, leaving world leaders wrestling with how to govern and solve these deeply interconnected crises.This week, Dave, Esmee and Rob are joined by Dex Hunter-Torricke, Founder & President The Center for Tomorrow to explore how tech can solve world macro issues. TLDR00:33 – Introduction00:40 – Hang out: The Boys on Amazon Prime final episode (spoilers) 06:02 – Dig in: How to solve world macro issues? 07:45 – Conversation with Dex Hunter-Torricke 44:52 – Writing a book and meeting world leaders GuestDex Hunter-Torricke: https://www.linkedin.com/in/dextb/https://www.centerfortomorrow.com/ HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Mercado Abierto
Análisis del día en las Bolsas Europeas

Mercado Abierto

Play Episode Listen Later May 27, 2026 8:05


Nos centramos hoy en CapGemini, Renault y Stellantis, AkzoNobel... Con Alberto Roldán, profesor de Finanzas de la Universidad Europea

The J Curve
Felipe Carvalho, Camu: The Brutal Sales Lesson From Pipefy

The J Curve

Play Episode Listen Later May 26, 2026 57:40


Felipe Carvalho is Co-Founder and Chief Revenue Officer of Camu — an AI workflow automation platform. Previously, Felipe spent 10 years building the global go-to-market organization at Pipefy alongside founder Alessio Alionço, scaling a horizontal workflow platform that serves Volvo, Capgemini, IBM, Accenture, Visa, Santander, Itaú, and thousands of other SMBs and enterprises across Brazil, the US, and beyond. Before Pipefy, he built and scaled the fundraising function at Hospital Pequeno Príncipe — Brazil's largest children's hospital — raising over $20M and growing a team of 50.In this TJC Operators episode, Felipe shares the brutal sales lesson from Pipefy — why selling everything to everyone is a GTM trap that hides inefficiency through inbound demand, and why outbound exposed it overnight. He walks through the "who would be crazy not to buy this" framework from Seth Shaw (former CRO of Airtable) that reshaped Pipefy's outbound motion, how Camu got from 1–2% to 17% to 33% conversion by progressively narrowing focus to a single ERP (SAP Business One) and one specific workflow (invoice intake), why charging monthly with no strings attached was the cleanest way to validate true product-market fit, the Sean Ellis "very disappointed" PMF survey methodology and how Camu hit high-50s on a V1 product, why saying no to massive enterprise RFPs is a superpower in the early days, how Felipe now manages 68 active opportunities solo by using Claude and AI to automate 50–70% of sales back-office work (CRM updates, ROI calculations, proposal generation, deal-power scoring), the FCA (Fact, Cause, Action) framework Pipefy used to run monthly results meetings and why analyzing wins matters as much as analyzing losses, why "building a plane is different from flying a plane" — and why founders should nail the sales playbook themselves before hiring senior enterprise sellers, the shift from selling software-as-a-service to delivering recurring impact and how risk has moved from buyer to seller in the AI era, and the lesson he most wants Brazilian founders to learn about building credibility before the market gives it to you.Subscribe to The J Curve Insider newsletter for deeper insights and follow Olga on LinkedIn and Instagram.

Cloud Realities
RR013 Starting your own AI company with Gijs van de Nieuwegiessen and Tijn van Daelen, One Horizon AI

Cloud Realities

Play Episode Listen Later May 21, 2026 65:56


Starting an AI company is all about spotting a real problem and using AI to solve it in a smarter, faster way than what's out there today. It's less about having the perfect idea and more about starting focused, learning fast, and building something people actually want.This week, Dave, Esmee, and Rob are joined by Gijs van de Nieuwegiessen and Tijn van Daelen, founders of One Horizon AI, to explore what it really takes to start and build an AI‑native company TLDR00:32 – Introduction00:55 – Hang out: Why Dutch names can be a real tongue-twister02:00 – Dig in: Exploring how an AI-native culture fits with human-to-human interaction13:35 – Deep dive with Gijs van de Nieuwegiessen and Tijn van Daelen1:01:54 – Following AI: Bloopers, reflections, and field hockey with the kids GuestGijs van de Nieuwegiessen: https://www.linkedin.com/in/nieuwegiessen/Tijn van Daelen: https://www.linkedin.com/in/tijn-van-daelen-495986131/Open source repo: https://github.com/onehorizonai/ink HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Le Journal de l'Economie
Négociations commerciales avec la grande distribution, investissements étrangers et création de data centers en France

Le Journal de l'Economie

Play Episode Listen Later May 21, 2026 10:17


Au sommaire :La FNSEA, principal syndicat agricole, appelle à la réouverture immédiate des négociations commerciales avec la grande distribution pour prendre en compte la hausse des prix du gaz, des carburants et des engrais.La France reste le pays d'Europe le plus attractif pour les investissements étrangers, avec 852 projets enregistrés en 2022, mais un net ralentissement est observé.Un consortium de 28 entreprises françaises, dont EDF, Iliad, Orange et Capgemini, présente un projet d'investissement de 10 milliards d'euros pour créer un gigantesque data center en France.Le gouvernement sud-coréen intervient pour aider Samsung à trouver un terrain d'entente avec ses 50 000 salariés menaçant de faire grève.Un rapport du Sénat dénonce un manque de stratégie de l'État français concernant la concurrence ferroviaire et pointe des risques sur le financement des petites lignes.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

DisruptED
AI-Enabled Engineering Is Changing the Rules for Talent, Skills and Workforce Readiness (Episode Two)

DisruptED

Play Episode Listen Later May 21, 2026 35:40


AI's next workforce challenge is not adoption; it is trust, governance and role redesign. Recent PwC research found that most U.S. executives expected AI agents to drastically transform existing roles, even as fewer than half of companies using agents had fundamentally rethought their operating models or redesigned processes around them. For enterprise technology leaders, the stakes are no longer just whether AI can speed up delivery, but whether companies can rebuild work itself around disciplined, secure and human-guided systems.So if AI can write code, build agents and accelerate delivery, what should tomorrow's engineers actually be trained to do?In the final episode of this two-part series on DisruptED, host Ron J. Stefanski speaks with Arun Varadarajan, CCO and co-founder of Ascendion, and Wesley Pullen, CTO, about retooling the workforce for an AI-native era. The conversation explores why Ascendion believes the next phase of software engineering is not simply about coding faster, but about democratizing engineering, rebuilding operating models, and shifting talent development from narrow skills to deeper competencies such as reasoning, design, problem-solving and outcome ownership.What you'll learn…Why AI changes the engineering job description. Varadarajan argues that as building software becomes easier, the more valuable work becomes deciding what to build, why it matters, who it serves and how it should be designed.Why enterprises need a new operating model, not just new tools. The discussion centers on Ascendion's view that AI transformation requires changes to processes, talent models and platforms, especially in regulated, security-sensitive enterprise environments.Why the future may reward deeper thinking. Stefanski frames AI-era engineering as a potential return to critical thinking and liberal arts-style reasoning, while Varadarajan and Pullen emphasize curiosity, structured problem-solving, reasoning and disciplined human judgment over technical fluency alone.Arun Varadarajan is the co-founder of Ascendion, where he helps lead the company's growth strategy and its AI-powered engineering platform work. Across more than 30 years in technology and business leadership, he has opened new markets, built high-performing organizations and led transformation work at companies including Cognizant, Oracle, Capgemini and startups. His career has focused on connecting emerging technologies with measurable client outcomes, from enterprise data modernization to AI-enabled engineering.Wesley Pullen is a senior technology executive and Ascendion's Global Field CTO, with more than 30 years of experience helping enterprises scale AI-driven software delivery, DevSecOps modernization and platform engineering. He has advised Fortune 1000 leaders on agentic AI, governance, product strategy and go-to-market execution, with prior leadership roles at CloudBees, Electric Cloud, CollabNet, Automic Software and BMC Software. His career highlights include scaling global teams, driving major revenue growth, shaping enterprise software delivery strategy and advising startups and industry boards on emerging technology adoption.

DisruptED
AI-Enabled Engineering Is Changing the Rules for Talent, Skills and Workforce Readiness (Episode One)

DisruptED

Play Episode Listen Later May 21, 2026 21:23


As AI moves from experimentation into daily enterprise workflows, companies are confronting a harder question than whether to adopt new tools: how to redesign work around them. The shift is already changing what employers need from technical talent, from task-based coding skills to systems thinking, judgment and the ability to guide AI-enabled platforms. According to the World Economic Forum's Future of Jobs Report 2025, 59% of workers will need reskilling or upskilling by 2030. For software engineering teams, that means the future may not be about replacing people outright, but rethinking the roles people play as AI accelerates more of the development lifecycle.So what should companies, educators and workers do when AI does not simply automate tasks, but changes the very definition of technical talent?That's the question at the heart of the latest episode of DisruptED. In the first installment of this special two-part series, host Ron J. Stefanski and Arun Varadarajan, chief commercial officer and co-founder of Ascendion, talk about retooling the workforce for an AI-accelerated economy. Their conversation explores how AI is reshaping software engineering, why speed and predictable outcomes matter in enterprise technology, and why the future of talent may depend less on narrow skills and more on first-principles thinking, systems judgment and human oversight.Top insights from the talk…AI is changing the role of engineers. Varadarajan explains that Ascendion's platform can generate engineering artifacts such as design documents, roadmaps, requirements, epics and user stories, shifting engineers from creators of every artifact to reviewers, validators and systems thinkers.Software engineering needs a systems-level rethink. Drawing a parallel to lean manufacturing, Varadarajan argues that the software development lifecycle has been too disconnected, slow and unpredictable — and that AI can help create a more frictionless engineering process.The future of employability is about competencies, not just skills. Rather than declaring computer science “dead,” Varadarajan says workers and students should focus on aptitude, logical reasoning, programming concepts and first principles, because AI-enabled systems will ask different things of talent.Arun Varadarajan is the CCO and co-founder of Ascendion, where he helps clients build AI-native products and platforms through agentic AI, engineering discipline and an outcomes-first delivery model. He has more than 30 years of experience across technology, consulting and business transformation, with leadership roles at Cognizant, Oracle, Capgemini, Collabera and multiple startups. His career highlights include building Cognizant's $1.1 billion data practice, launching AI and data modernization offerings, opening new markets and leading high-performance teams focused on client impact.

The Watson Weekly - Your Essential eCommerce Digest
May 18th, 2026: Amazon Now Goes Live, eBay Says No to GameStop, and OpenAI Bets $14B on Enterprise

The Watson Weekly - Your Essential eCommerce Digest

Play Episode Listen Later May 18, 2026 14:45


The Watson Weekly for May 18, 2026. Amazon launched a 30-minute delivery to take on DoorDash. eBay shuts down GameStop's bid. OpenAI puts $14 billion behind an enterprise AI play. The Watson Weekly is sponsored by Avalara. For ecommerce brands, tax compliance gets more complicated with every new channel, state, product, and market. Avalara Agentic Tax and Compliance helps automate the work behind the scenes, so merchants can deliver a smoother customer experience — with accurate tax calculation at checkout, clearer visibility into tariffs and duties, and fewer surprises for customers when their order arrives.Avalara works with ecommerce platforms like Shopify, BigCommerce, WooCommerce, and more, helping teams manage compliance faster and scale with more confidence. To learn more about Avalara's ecommerce compliance solutions, and explore resources built for growing ecommerce brands go to avalara.watsonweekly.com for more details.Amazon Now is live. Thirty-minute delivery for groceries and household essentials, starting in Atlanta, Dallas, Fort Worth, Philadelphia, and Seattle, with seven more cities queued up. Prime members pay $3.99 an order. Non-Prime pays $13.99. The strategy is direct. Smaller fulfillment centers in residential zones, aimed straight at DoorDash, Uber Eats, and Instacart.eBay's board said no to GameStop. Chairman Paul Pressler called the unsolicited bid "neither credible nor attractive." The rejection wasn't really about price. OpenAI launched the OpenAI Deployment Company, valued at $14 billion, with $4 billion freshly raised under TPG's lead. The investor list reads like a consulting roster: McKinsey, Bain, Capgemini. The mission is forward-deployed engineers embedded inside enterprises to rebuild workflows. We also break down the Watson Weekly's Shopify three-part June webinar series, The Big Green Bag of Promise, with operators from Stanley 1913, Reitmans, and Marine Layer talking honest numbers on enterprise migration. The webinars are not sponsored by Shopify but by Avalara, Domaine, and Pattern, Register here: https://streamyard.com/watch/ibqNx46Z88BfAnd the Investor Minute: Co-pilot Kit ($27M for an AGUI protocol), Cognizant's roughly $600M Australian acquisition, District's $14.7M seed for community marketplaces, Recharge buying Skio for $105M, and PayPal splitting into three new business units.

The Payal Nanjiani Leadership Podcast
LEAD BEYOND YOURSELF EP 40

The Payal Nanjiani Leadership Podcast

Play Episode Listen Later May 15, 2026 26:53


  Sarika Naik | Group Chief Corporate Responsibility Officer and Member of the Group Executive Committee at Capgemini Group Sarika is the Chief Corporate Responsibility Officer and a member of the Executive Committee at Capgemini Group. She leads the company's global strategy for diversity and inclusion, as well as social and environmental sustainability.With more than 20 years of experience in the technology industry, Sarika brings deep expertise in strategic management, brand evolution, and client engagement. She previously served as Capgemini India's Chief Marketing Officer (CMO) and Chairperson for Diversity & Inclusion, roles in which she strengthened the company's brand, built high-performing teams, and drove impactful, data-driven initiatives.Sarika is passionate about using technology to create a more inclusive and sustainable future. She firmly believes that business success and societal well-being go hand-in-hand, and she is committed to advancing Capgemini's agenda for people, the planet, and society.   

Cloud Realities
RR012 How Open Source is powering AI with Richard Harmond, Red Hat

Cloud Realities

Play Episode Listen Later May 14, 2026 53:47


Open Source is giving AI a real boost, making it easier and faster for organisations to build and experiment with new ideas. As adoption grows, these open ecosystems are helping businesses move quicker, stay flexible, and unlock value with more confidence.This week, Dave, Esmee, and Rob are joined by Richard Harmon, VP & Global Head of Financial Services at Red Hat to explore how Open Source is shaping AI, from mainframes to Kubernetes, and from regulation and sovereignty to a future of AI agents writing code. TLDR00:25 – Introduction00:52 – Hangout: Deep democracy training and “what instrument are you?”03:19 – Dig in: Open‑source culture and AI, do they complement each other?10:02 – Conversation with Richard Harmon51:12 – Sitting in the chair and trying to keep up with AI GuestRichard Harmon: https://www.linkedin.com/in/richardlaurenharmon/ HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Hashtag Trending
OpenAI's New Enterprise AI Play, Reddit Blocks Mobile Users, WhatsApp Encryption Fight Goes On

Hashtag Trending

Play Episode Listen Later May 12, 2026 10:33


OpenAI is making a major move into enterprise services with The Deployment Company, sending its own engineers into customer organisations to help companies finally turn AI pilots into real business systems. Is this the start of direct competition with consulting giants like Accenture, Deloitte, IBM Consulting, and even partner Capgemini? Also in this episode: Reddit is blocking some mobile web users and pushing them into its app, triggering backlash from users who say the platform is sacrificing anonymity and convenience to improve monetisation after its public market debut. The backlash against AI data centres keeps growing. Communities are now complaining about low-frequency noise linked to cooling systems and backup infrastructure, while developers increasingly look to rural and unincorporated areas to avoid tougher local scrutiny. And finally: Meta says a lawsuit claiming WhatsApp's end-to-end encryption can be bypassed is falling apart. So why is the case still alive? If Meta has already presented sworn testimony denying the allegations, what keeps the plaintiffs moving forward? Stories in this episode: 00:00 OpenAI launches The Deployment Company 02:25 Reddit blocks mobile users to push app adoption 04:40 AI data centre backlash expands 07:00 Why the WhatsApp encryption lawsuit won't die Companies and topics covered: OpenAI, Anthropic, Capgemini, Cisco Investments, SoftBank, MGX, Reddit, Meta, WhatsApp, AI infrastructure, enterprise AI, data centres, AI monetisation, encryption, cybersecurity #OpenAI #ArtificialIntelligence #Reddit #WhatsApp #Meta #DataCentres #EnterpriseAI #TechNews #HashtagTrending

Cloud Realities
RR011: ServiceNow Knowledge 2026: SaaSpocalypse and the CRM Paradigm Shift with Hannah Datz at ServiceNow

Cloud Realities

Play Episode Listen Later May 7, 2026 64:08


The SaaSpocalypse marks the end of traditional CRM with manual data entry, rigid interfaces, and seat‑based software no longer make sense in an AI‑driven world. Success now depends on outcome‑focused plumbing: intelligent orchestration that delivers results, not screens.This week, Dave, Esmee, and Rob are joined by Hannah Datz, Americas Vice President of CRM at ServiceNow, to unpack the major announcements from ServiceNow Knowledge 2026 in Las Vegas and explore how AI is accelerating the SaaSpocalypse and driving a fundamental shift in the future of CRM. TLDR00:34 – Introduction 00:54 – Hang out: Happy Password Day and emerging threats 06:46 – Conversation with Hannah Datz 57:20 – From tennis excitement to the best burger ever GuestHannah Datz: https://www.linkedin.com/in/hannahdatz/ HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Cloud Realities
RR010: The big data unlock for AI with Edward Calvesbert, IBM

Cloud Realities

Play Episode Listen Later Apr 30, 2026 62:38


AI is only as strong as the data beneath it, and as it moves into the core of the enterprise, fragmented, duplicated, and poorly governed data is no longer hidden in the background, it's amplified, exposed, and impossible to ignore.This week, Dave, Esmee, and Rob are joined by Edward Calvesbert, VP Product Management for IBM watsonx AI & Data Platform, to dig into the foundations of enterprise AI, from data silos and the SaaSpocalypse to lakehouse architectures and agent‑driven workflows. TLDR00:17 – Introduction 00:55 – Dig in: The big data unlock for AI14:02 – Conversation with Edward Calvesbert57:58 – Hiking Mount Rainier near Seattle GuestEdward Calvesbert: https://www.linkedin.com/in/ecalvesbert/ HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Cloud Realities
RRLIVE05: Google Cloud Next 2026, Engineering with AI with Cliff Krimmel, Google Cloud

Cloud Realities

Play Episode Listen Later Apr 25, 2026 39:12


Las Vegas, you're officially on the record during Google Cloud Next 2026. The #RealitiesRemixed podcast team is back at GCN'26, recording live from the Strip, where bright lights collide with big ideas.This week, we're swapping roulette wheels for real talk, hosting live conversations with Google leaders who are redefining what's next across AI‑first enterprise transformation, agentic AI, data, sovereignty, security, and beyond.Expect sharp insights, bold opinions, and future‑shaping conversations, delivered straight from Las Vegas to your headphones. Dave, Rachel, and Rob close out their conversation with Cliff Krimmel, Head of Customer Engineering for Banking at Google Cloud, diving into the changing stack and the rise of the agentic development platform. TLDR00:32 – Day 3 kicks off01:25 – Hang out: Travel-ready tips05:18 – Dig in: The Agentic Data Cloud09:00 – Conversation with Cliff Krimmel32:05 – Closing with burgers & hotdogs GuestCliff Krimmel: https://www.linkedin.com/in/ckrimmel/ HostsDave Chapman:   https://www.linkedin.com/in/chapmandr/Rachel Belmonte:  https://www.linkedin.com/in/rachel-belmonte-63550358/Rob Kernahan:   https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:   https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:   https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:   https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:    https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Cloud Realities
RRLIVE06: Team reflections on Google Cloud Next 2026

Cloud Realities

Play Episode Listen Later Apr 25, 2026 33:24


Las Vegas, you're officially on the record during Google Cloud Next 2026. The #RealitiesRemixed podcast team is back at GCN'26, recording live from the Strip, where bright lights collide with big ideas.This week, we're swapping roulette wheels for real talk, hosting live conversations with Google leaders who are redefining what's next across AI‑first enterprise transformation, agentic AI, data, sovereignty, security, and beyond.Expect sharp insights, bold opinions, and future‑shaping conversations, delivered straight from Las Vegas to your headphones. Dave, Rachel, and Rob discusse the highlights of Google Cloud Next 2026! TLDR00:24 – Introduction01:14 – Hang out: Progress from Google Cloud Next 2025 to Google Cloud Next 202608:15 – Dig in: Executive overview of this year's key themes31:38 – Closing remarksHostsDave Chapman:   https://www.linkedin.com/in/chapmandr/Rachel Belmonte:  https://www.linkedin.com/in/rachel-belmonte-63550358/Rob Kernahan:   https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:   https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:   https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:   https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:    https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Cloud Realities
RRLIVE03: Google Cloud Next 2026, Accelerating Agentic Journeys with Gina Fratarcangeli, Google Cloud

Cloud Realities

Play Episode Listen Later Apr 23, 2026 36:17


Las Vegas, you're officially on the record during Google Cloud Next 2026. The #RealitiesRemixed podcast team is back at GCN'26, recording live from the Strip, where bright lights collide with big ideas.This week, we're swapping roulette wheels for real talk, hosting live conversations with Google leaders who are redefining what's next across AI‑first enterprise transformation, agentic AI, data, sovereignty, security, and beyond.Expect sharp insights, bold opinions, and future‑shaping conversations, delivered straight from Las Vegas to your headphones. Dave, Rachel, and Rob continue their conversation with Gina Fratarcangeli, Managing Director and NA GSI Leader, exploring how partners are redefining their role, from funding models and board‑level conversations to shaping the agentic enterprise blueprint. TLDR00:24 – Day 2 kicks off!00:40 – Hangout: impressions from GCN '26 at the Mandalay Bay Convention Center and Dave denting his stuff05:26 – Dig in: What announcements our roving reporter spotted09:54 – Conversation with Gina Fratarcangeli32:41 – Texas brisket on paper BBQ GuestGina Fratarcangeli: https://www.linkedin.com/in/gina-fratarcangeli/ HostsDave Chapman:   https://www.linkedin.com/in/chapmandr/Rachel Belmonte:  https://www.linkedin.com/in/rachel-belmonte-63550358/Rob Kernahan:   https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:   https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:   https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:   https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:    https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Cloud Realities
RRLIVE04: Google Cloud Next 2026, The Rise of Creative AI with Khulan Davaajav, Google Cloud

Cloud Realities

Play Episode Listen Later Apr 23, 2026 39:33


Las Vegas, you're officially on the record during Google Cloud Next 2026. The #RealitiesRemixed podcast team is back at GCN'26, recording live from the Strip, where bright lights collide with big ideas.This week, we're swapping roulette wheels for real talk, hosting live conversations with Google leaders who are redefining what's next across AI‑first enterprise transformation, agentic AI, data, sovereignty, security, and beyond.Expect sharp insights, bold opinions, and future‑shaping conversations, delivered straight from Las Vegas to your headphones. Dave, Rachel, and Rob continue their conversation with Khulan Davaajav, Product Marketing Manager, Generative Media Models at Google about the rise of creative AI and how it's redefining human expression in the age of intelligent tools. TLDR00:24 – Day 2 on it's way!00:40 – Hangout: Producer distracted and Rob's red eye03:31 – Highlights: Roving reporter's media related announcements07:16 – Conversation with Khulan Davaajav34:24– Mongolian BBQ GuestKhulan Davaajav: https://www.linkedin.com/in/khulandav/ HostsDave Chapman:   https://www.linkedin.com/in/chapmandr/Rachel Belmonte:  https://www.linkedin.com/in/rachel-belmonte-63550358/Rob Kernahan:   https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:   https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:   https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:   https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:    https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Cloud Realities
RRLIVE01: Google Cloud Next 2026, The rise of Agentic commerce with Mark Steel, Google Cloud

Cloud Realities

Play Episode Listen Later Apr 22, 2026 41:51


Las Vegas, you're officially on the record during Google Cloud Next 2026.The #RealitiesRemixed podcast team is back at GCN'26, recording live from the Strip, where bright lights collide with big ideas. This week, we're swapping roulette wheels for real talk, hosting live conversations with Google leaders who are redefining what's next across AI‑first enterprise transformation, agentic AI, data, sovereignty, security, and beyond. Expect sharp insights, bold opinions, and future‑shaping conversations, delivered straight from Las Vegas to your headphones.Dave, Rachel, and Rob kick off the event with Mark Steel, Director of Retail Industry, EMEA at Google Cloud, diving into the rise of Agentic Commerce and how AI agents are redefining the relationship between brands, retailers, and consumers.TLDR00:24 – Guest introduction and this week's key themes00:52 – Hangout: new podcast equipment and roving reporter Rachel Belmonte05:52 – Dig in: what to expect from Google's announcements11:41 – Conversation with Mark Steel39:10 – Favourite BBQ picks GuestMark Steel: https://www.linkedin.com/in/marksteel220/ HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Rachel Belmonte:  https://www.linkedin.com/in/rachel-belmonte-63550358/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini