Podcasts about Dell Technologies

What We CoveredWhat if your wearable could do more than track steps — and actually help detect cardiovascular risk before symptoms appear?In this episode, Joe talks with University of Pittsburgh's Pengfei Zhou & Matt de Lima Barbosa, along with Dell Technologies' Adrienne Garber, about how AI, edge computing, and wearable devices are shaping the future of heart monitoring.01 Why wearables are the next frontier for heart health: how real-time sensor data from everyday devices could detect cardiovascular risk before symptoms ever appear.02 What AIoT actually means in practice: how Pengfei's research combines AI and connected sensors to build deep learning models that go far beyond step counting.03The role of embedded IT in research speed: how Matt's team connects faculty to secure infrastructure and technical support so researchers can move faster and focus on the science.04 How Dell is partnering with higher ed researchers: why Adrienne's team invests in university innovation programs — and what that looks like when it reaches researchers working on real health problems.05 Why localized AI wins on speed, privacy, and personalization: the case for keeping AI processing at the edge instead of sending sensitive health data to the cloud.06 What the future of higher ed innovation actually requires: why the collaboration between researchers, IT, and technology partners like Dell is the ingredient most people overlook. FeaturingPengfei Zhou, Assistant Professor, University of Pittsburgh School of Computing and InformationMatt de Lima Barbosa, Director of Information Technology, University of Pittsburgh School of Computing and InformationAdrienne Garber, Chief Technology & Innovation Strategist, Higher Ed, Dell Technologies Timestamps(01:00) Inside Pitt's School of Computing and Information(02:45) Pengfei Zhou's teaching and research focus(03:53) AIoT, wearables, and heart monitoring(07:04) How Dell's higher ed innovation pilot reached Pitt(10:41) Why localized AI matters for health data(12:18) How embedded IT helps researchers move faster(13:41) Dell's role as connective tissue between researchers and IT(18:18) Combining PPG and ECG signals for better blood pressure monitoring(21:00) The “Who Not How” Moment: Helping researchers move faster(25:12) AI, deep learning, and solving real problemsListen now: YouTube x Apple x SpotifyWhenever you're ready, there are 3 ways you can connect with TechTables:1.

In this episode, I'm talking with Alexandre Verrien.He used to be the legal director of France for Dell Technologies, but now he works for himself as a legal executive.With decades of experience at the intersection of law and technology, Alex offers a unique perspective on how AI is reshaping legal departments, law firms, and the future role of lawyers themselves.We explore what an AI-first legal future actually looks like and why many legal teams still aren't prepared for the transformation already underway.Alex shares practical insights on legal tech adoption, the mindset barriers holding teams back, and why successful AI implementation is far more about people and processes than technology alone.Key Topics Discussed:Why the future of law will be increasingly technological and AI-driven.The mindset challenges preventing legal teams from embracing change.Whether AI will replace lawyers and where human judgment remains irreplaceable.How AI is already reducing workloads and reshaping legal team structures.Why junior lawyers are still essential despite automation.New roles emerging inside legal departments, including Legal AI Engineers and Legal Data Analysts.The importance of clean data and "human-in-the-loop" review processes.Why many legal departments lack a clear AI strategy.The risks of a "wait and see" approach to legal technology.How legal leaders can prepare their teams for the next decadeAlex argues that while AI can accelerate drafting, review, and administrative work, it cannot replace negotiation skills, business judgment, or the human understanding required in complex legal situations.The Legal Department of 2030 Will Look Very Different.---Each week I take what I'm hearing in conversations with legal leaders.I analyse the market and track emerging trends in this AI era.In my newsletter called The Future Lawyer Market Intel for the AI eraI'm focused on:What AI is exposingThe opportunitiesThe blind spotsAnd the shifts shaping the next five years.This is how you see the chessboard before everyone else does:https://hollycope.my.canva.site/thefuturelawyer Hosted on Acast. See acast.com/privacy for more information.

AI can write code, pass exams, and summarize the web, but ask it to reason through a real-world image, and the magic often breaks. Andrew Dai, co-founder and CEO of Elorian, joins The Neuron to explain why visual reasoning may be one of the biggest unsolved problems in AI.Andrew spent years at Google Brain and DeepMind, including work connected to Gemini and sparse mixture-of-experts systems. Now, he's building Elorian around a simple but powerful idea: if AI is going to understand the physical world, it needs more than text-based reasoning layered on top of images.In this episode, Corey and Grant talk with Andrew about why frontier models struggle with counting, navigation, design, engineering, charts, and physical reasoning; why scaling language models hasn't solved vision; what a “visual chain of thought” might look like; and how better visual reasoning could accelerate robotics, satellite analysis, product design, and mechanical engineering.Sponsored by Dell Technologies and NVIDIA. Learn more at techrepublic.com/hubs/the-enterprise-guide-to-scalable-ai/.Sponsored by Outshift: Visit https://outshift.cisco.com/?utm_campaign=fy26q3_outshift_ww_paid-media_ioc-neuronai-outshift_podcast&utm_channel=podcast&utm_source=podcast to learn more about the Internet of Cognition.Subscribe to The Neuron for more conversations with the people building the future of AI.

If you're running a multi-location, operations-heavy business in the eight-figure range and you still can't name three people who could step into a critical leadership role tomorrow, this episode is for you.Alex D. Tremble sits down with Jamila Cowan, NA Public Sector Programs & Partnerships Strategy Lead at Dell Technologies, where she has spent nearly two decades in senior leadership roles spanning global service delivery, sustainability, ESG partnerships, and cross-sector strategy. Jamila has represented Dell at the United Nations, the World Bank, and the White House Leadership Development Program, leading high-stakes, multi-stakeholder initiatives across government, education, and industry.In this conversation, Jamila and Alex dig into one of the most overlooked proactivity problems in growing companies: the failure to intentionally develop the next tier of leadership before the seat is empty.You'll learn:- Why reactive talent development leaves CEOs as the permanent decision bottleneck across locations- How exposure, not just training, builds leaders who can represent you in the rooms you can't be in- What happens to execution speed and trust when leaders are never brought into critical decisions before they need to make them- Why the loudest person in the room is rarely the best choice for your next key role and what to look for instead- How failing to communicate through change causes your team to fill in the gaps with their own conclusions, and why that kills executionThis episode is for you if: you've delayed succession planning because it never feels urgent until someone walks out the door, and you realize nobody is ready to step up.Listen now, and take the free Scorecard Diagnostic to find your specific leadership bottleneck:

Josh Singh, sales director at Turning Point Technology Services Josh Singh didn’t arrive at Dell Technologies World simply as a partner – he arrived as someone who spent nearly eight years on the vendor side, in Dell sales roles, before crossing over to Turning Point as the company’s sales lead. That dual perspective shapes everything about how Turning Point operates. The Vancouver-based solution provider, founded in 2012, runs exclusively on Dell in the data center – a deliberate, all-in single-vendor bet that Josh frames not as a constraint but as a competitive advantage. Nearly half of the team is ex-Dell, which means when a customer needs an answer fast, Turning Point knows exactly who to call inside Dell’s notoriously complex internal matrix. That navigational fluency, Josh argues, is the kind of differentiation that doesn’t show up in a spec sheet but shows up every time there’s urgency. Turning Point recently formalized that depth by opening what Dell designates as its first official solution center in Canada, in their Vancouver office, giving the team and their clients hands-on access to the full portfolio – including the GB10 for deskside AI development. On AI, Josh’s read is that the “AI factory” framing was right directionally but too large a first step for most of the Canadian market. Dell’s move toward more modular, consumable AI infrastructure – starting at one or two servers, proving a use case, then scaling – is what actually unlocks adoption for SMB customers. Small wins first, then the appetite for something bigger. On security and resilience, Josh drew a clear line: backup is the last line of defense, and if that last line gets hit – or gets frozen by a ransomware insurance claim – you’re rebuilding from scratch. Dell’s Data Domain and its proprietary DDBoost protocol, alongside Veeam, form the core of what Turning Point puts in front of customers who need to actually recover, not just theoretically recover. And rounding it out: the supply chain disruption, compounded by Broadcom‘s reshaping of the virtualization market, is forcing Canadian organizations to plan differently – more external awareness, more budget flexibility, earlier commitment. That’s a challenge across the industry, Josh notes. But for partners who can guide customers through it, it’s also an opening. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last sixteen years. I’m Robert Dutt, editor of ChannelBuzz.ca, and your host for the show. We’re continuing our series from Dell Technologies World in Las Vegas. This week, we’re deep on the partner perspective. Today’s guest brings a point of view you don’t usually get. Nearly a decade inside Dell Technologies, followed by a move to the partner side – specifically to a partner that has made one of the most deliberate, all-in single-vendor bets you’ll find in the Canadian channel. Josh Singh leads the sales team at Turning Point Technology Services, a Vancouver-based solution provider founded in 2012 that operates exclusively on Dell in the data center. Not mostly Dell, not primarily Dell – exclusively. In a channel where diversification is almost reflexively treated as risk management, Turning Point went the other way, and they did it right at the beginning of Dell’s channel investment cycle, which turned out to be good timing. Josh brings to that an unusual lens. He spent almost eight years in Dell’s sales roles, where he learned early that the channel was the key to his success, and that knowing how to navigate Dell’s internal matrix is an advantage that translates directly into faster, better outcomes for customers. Roughly half of Turning Point’s team is ex-Dell. They recently opened what Dell designates as its first official solution center in Canada, right there in their Vancouver office. We talked about what it actually means to make the single-vendor bet and why it’s holding up. How the AI adoption conversation is changing for SMB customers who weren’t ready for the Dell AI Factory, but might be ready for something smaller. The security and data resilience story, and why backup shouldn’t be confused with business continuity. And what the supply chain situation, plus Broadcom’s disruption of the market, is doing to how customers have to plan. Let’s get right into it. My chat with Josh Singh. Josh, thanks for taking the time. I appreciate it. I’m sure it’s been a busy week. Josh Singh: It has been a busy week, and thanks for having me. Robert Dutt: I guess to open it up, I want to start with a question that frames the perspective that you have at an event like this. Turning Point made the explicit call to go all-in on Dell on the infrastructure side, as I understand. A lot of partners diversify, carry multiple vendors, pick and choose their spots. What’s the logic behind that bet? What does a week like this one – where Dell’s making a lot of big moves around AI and the direction of the partner program and all that – feel like for a shop that’s tied its future to the Dell story? Josh Singh: Very good question. I’ve been asked this numerous times, and it’s clear you’ve done your research on us. As you said, Robert, we are 100% Dell-exclusive in the data center. We do have other technologies that are complementary to Dell to give our clients an end-to-end ecosystem of technology, but we have doubled, tripled, and quadrupled down on Dell in the data center. Turning Point was formed in 2012. Three founders – Lee, Sean, and Lauren – they came from a value-added reseller that sold a multitude of technologies. What they found out at the time was Dell had a portfolio that covered the end-to-end, especially in the data center. They branched out, all three of them from [Seven Group – verify company name], and they formed Turning Point. They just realized that Dell was at the beginning of their partner program. You’ll see a legacy fabric still embedded in some aspects of Dell Technologies where they still are partial to selling direct, but they have put a large amount of emphasis and investment in the channel over the last fifteen years. Turning Point was formed at the very beginning of that cycle. Since then, we have had no regrets. Dell has really come to the table as a really solid partner for us, allowing us to offer our clients the end-to-end data center strategy with Dell Technologies. Robert Dutt: Your lens is unique too in that you have some time at Dell EMC – a viewpoint that a lot of partners don’t have in terms of having seen both sides of that fence, especially around the same vendor. What does that vendor-side time teach you about what Dell actually needs and wants from partners, and the reality of what Dell values in a partner? Josh Singh: Yeah, that’s a really good question. I spent almost eight years at Dell in various sales roles. I learned very quickly, and early on in my Dell sales career, that the channel was the key to my success. The core reason why is I’m one individual. I have a solutions engineer, I have some overlays, and we manage a pretty large territory. I found that if I could just introduce a channel partner into the mix, I could lob it over the fence, play quarterback a little bit, get enough updates from the channel partner so I can update my leadership – because that’s really important. But I was able to scale my business significantly when I started to work with the channel. Actually, Turning Point was one of those channel partners that I worked very closely with. So it’s a bit of a full circle moment for me to come back and I lead the sales team at Turning Point. Robert Dutt: I have to imagine the Dell team is happy to have you, because clearly you’ve got that lens for exactly what they are looking for from you as a partner. Josh Singh: Yeah, you know, every vendor has their own methodology and go-to-market culture. And so it does help. Actually, almost half of Turning Point’s team is ex-Dell Technologies employees. So that really gives us a unique perspective on how Dell wants to sell, how to update Dell, what’s important to them – what’s important to each level in the organization, from the sales rep to the manager, to the director, to the senior director, to the president. So we understand what is important to Dell Technologies. And also, for our customers, it’s really important to pick the right technologies. But as we all know, this world is moving so fast and our customers need answers, and they need us to be on their requests in a really time-sensitive way. And so, typically with most vendors, you know your account executive and that individual is the key to the organization. When you come from Dell, you all of a sudden know how to navigate the matrix of Dell. And so when a customer has a question, you know exactly who to call. You can pick up the phone and get that answer in a much more time-sensitive way than navigating the matrix of Dell, which can be large and daunting. Robert Dutt: So the secret sauce is as simple as spending more than half a decade inside the company itself. Josh Singh: Simple. Yeah, easy peasy. Robert Dutt: Big week for AI infrastructure here, and the Dell AI thesis – in so much as they’ve for a while been pulling on the idea of running AI models on-prem and on their infrastructure – was really amplified this week. Between that, desktop agentic AI, and the whole server and storage announcements underneath that, how does what was announced here resonate with what you guys are doing now and what your customers are asking for in terms of technology and how it’s delivered? Josh Singh: Yeah, no, that’s a really good question. So I’ve been at Dell Technologies World almost every year, and I’m finding a big difference in the talk tracks this year. AI was a concept, it was a lot of buzzwords, it was a lot of fluff, to be honest with you as well. Everyone’s trying to chase what AI means to them. But I think this year is the first year where I started to see concepts materialize into practicality, whether it comes to data locality or infrastructure, or really how to go to the next steps of adopting AI. The Canadian market is more pragmatic in their approach to adoption of technology – a little laggard, but not in a negative way, just a bit more conservative. And so what Dell Technologies World enables me and us to do is learn from people actually deploying AI in a much more meaningful and scalable way, for us to then be able to go back to Canada and start to talk about potential use cases, potential outcomes – because it is a very daunting topic, AI, sometimes it can be very overwhelming. So Dell Technologies World allows us to take some key facts about AI, bring them back into our local market, and then help them through that journey. And also, we’re meeting a lot of experts here as well. So it’s not just that we take these concepts and go back to Canada and try to do it ourselves – we’re really supported by the Dell channel ecosystem as well, to help our clients evolve in their AI journey. Robert Dutt: What are the ideas that you’re hearing that specifically are making you think, “All right, this is going to change something in how we do business internally, or this is something I have to take to customer X, customer Y, customer Z,” because it maps to what they’re thinking about or where they should be thinking? Josh Singh: Yeah. I think Dell, when they first wanted to address AI, they came out with the Dell AI Factory, and that was the message. So for a lot of Canadian organizations – which are largely SMB – adoption of an AI Factory is not consumable. It’s too large. They need to prove the model out. And then as soon as they get some small wins and successes, then they can scale out, because the smallest AI Factory was large for them. And this is what we noticed, actually, in the last twelve months. So what Dell is doing now is making it a bit more economical, a bit more consumable – in the AI data platform, starting at one server, maybe two servers, a little PowerScale, and then using that to prove out a use case. And then once we prove out a use case, our customers say, “Hey, there’s really something to this AI thing that everybody keeps talking about.” Now they can really start to invest in a much more scalable, larger way. So I think what Dell has released – very small products with the GB10 all the way up to that massive AI Factory – I mean, you saw when Michael Dell came out with Jensen, and he came out on stage and showed the entire portfolio of AI with a small little itty-bitty – not quite Raspberry Pi size, but not too far from that. Robert Dutt: Really, yeah. Josh Singh: And then having Jensen talk about the next model and how much more powerful that next model is – 100x, 100x, 100x, all the way up to that big AI Factory. So I think it just allows us to be a bit more practical in AI adoption rather than, “Mr. Customer, you have to adopt an AI Factory and that’s how you’re going to achieve AI.” So yeah. Robert Dutt: Has some of the stuff they’re talking about – deskside AI, and specifically deskside agents – when you talk about a GB10 and the lower end of that, and even for more casual users, they would make the case down to the AI-enabled PC – how does that kind of map with how your customers are approaching AI, given that they aren’t going to be going out and buying even a bottom-end, full-on AI Factory experience as a day-one thing? Josh Singh: Yeah. So at Turning Point, we have our data center – it’s actually a solution center. Dell has multiple across the world. There was none in Canada. So actually, with Dell leadership, we opened up Dell’s first solution center in Vancouver in our office. There was a big unveiling with the president of Dell Canada, all Dell leadership came out, and we stood up our solution center in conjunction with Dell. So in that solution center, we have every piece of technology that Dell has – from PowerStore to PowerScale to ObjectScale. And we recently adopted the GB10 so we’re able to actually learn it, use practical use cases that actually help Turning Point, and then we can actually know how to speak to our customers as an adopter ourselves of the GB10 and some of the use cases. So anything from OpenClaw to using different language models and trying to help business productivity in that manner. We serve customers in almost every single vertical. So we are working with healthcare – we’re doing some work right now with healthcare and looking at different use cases when it comes to X-rays and things like that. And then we also work with legal, looking at contractual ways to actually pull out data from thousands or millions of contracts to find commonalities to help an organization improve their operational efficiency. So we’ve got our system in our solution center and we’re actually going through those use cases ourselves so that we can better serve our customers. Robert Dutt: Given that you’ve got that data center and you’ve got that – choose your own analogy, eat your own dog food, drink your own champagne – approach to things, how have you guys approached AI internally, and what have you learned from how you’ve done that over the last year or two? Josh Singh: So it’s a good question. Admittedly, we are a little bit at the beginning of that journey as well. So at Turning Point, as well as many of our customers, we were a bit overwhelmed with what AI meant. And so we have a practice when it comes to consultation to navigate what AI means for them. We do specific workshops to get a client to understand what they want out of AI and to conceptualize what AI is capable of doing. Now we’re really getting into how product is going to help that. So this is the next iteration of our AI journey to help our customers – going over and beyond the consultative nature of how AI works and models and inferencing and all those buzzwords that customers understand but don’t really understand. And then we’ll take whatever is the output from that workshop, and now with our solution center, we’re looking to actually take the results of that and try to replicate it using product and technology and actual outcome. Robert Dutt: How often do you find that the outcome of the workshop – “this is what AI would do best for you” – maps with what they came in thinking AI would do best for them? Josh Singh: It’s fascinating to see, actually, because in a lot of SMB organizations, there is no AI data scientist, there is no AI leader. So it’s essentially decision by committee. And that committee could be a storage admin, a network admin, a compute admin, an application admin, all the way up to leadership, cybersecurity, of course, for governance and compliance. So seeing the different perspectives in these AI committees is really interesting – to watch the customer look at each other and each individual have their own expertise and go, “Oh, that’s interesting. Oh, that’s interesting. Why did I know you viewed the world through the lens of this?” And so coming in with these workshops, it’s typically not one outcome. It’s actually allowing a conversation between these committees at our customer organizations to really help push what AI means for each of those individuals. And then they branch out, actually not with Turning Point but internally, to foster more discussion. And then we come back in and help prod and push in certain areas with our AI knowledge. But really, it’s more contextual. It’s not really about language models and things like that. It’s more about blue sky – like, what do we want to do? And what’s success for you, and what’s success for you, and what’s success for you? You’ll notice that success for each of these individuals is very different. So it’s been fascinating for us to watch. Robert Dutt: It’s funny how often some of these things do – for all the technology behind it – come down to breaking down internal silos. Josh Singh: Yes, yes, yeah. It’s a big part of our job. We help bridge technology to business, to legal, to cybersecurity, all the way up to business goals. So it’s really – it’s an honor to work in this industry and see those conversations play out. Robert Dutt: We saw some fairly significant changes to the partner program and the rollout of the Modern Partner Platform – in terms of the agentic AI stuff that’s rolling into the partner portal and the partner experience, deal registration improvements, a whole bunch of things – especially where you guys are at as a boutique, exclusively Dell-focused operation on the data center side. What did you see in there that really caught your interest – “okay, that’s going to make my life better”? And in a more art-of-the-possible mode, what do you think AI appearing in partner platforms is going to mean in the long run in terms of what you can do, and what you can get from the overall experience you have with key vendors like Dell? Josh Singh: Yeah, good question. So they haven’t fully rolled out the One Dell Way platform yet – they’re chipping away at it. First is with CSG on the client side, and they’re starting that internally. So we haven’t actually seen the result of a lot of that change yet. But I do know theoretically what the plan is for that, and I think it’s going to be really advantageous for us. We are seeing a little bit of the benefits right now where human intervention – as vendors start to consolidate a bit more in sales and back office – the role of the sales rep is changing. There are a lot of tasks that that sales rep now has to do. And so they can sometimes be the bottleneck of operational efficiency. Let’s talk about deal registration, for example: they will get an email, and if they’re busy in meetings, by the time they get to that email and press OK, it could be twenty-four, it could be forty-eight hours, it could be seventy-two hours if that person’s out of town. So then you have to chase – and with how fast IT is moving with our customers, we can’t afford to wait that long. So we’re starting to see a bit more intelligence and automation in how deal registrations are approved. It is a bit of a complicated topic because the channel relies on Dell’s ability to recognize who our accounts are, who our loyal customers are. And so there have been some conflicts since then. But I do see that Dell is on it and they are working it out. And I do love the transparency and honesty from Dell in owning up where mistakes were made and correcting them in the field. So I am seeing some AI adoption when it comes to the partner program, but it’s not fully rolled out yet. So I am looking forward to seeing what they come out with. Robert Dutt: In terms of future state – whether it’s stuff that they’re already discussing or stuff that’s just possible but not yet on the roadmap – what would be the most impactful for you and your organization to move to a more automated, more agentic motion with a key vendor like Dell? Josh Singh: Yeah. I’m sure you’ve heard of Dell Sales Chat. It’s basically their version of GPT, but it references all of Dell’s information – presentations, documents, white papers, service briefs, and things like that. So the Dell rep just types in a query into Dell Sales Chat, and an answer comes out while referencing all Dell documentation. What I really want to see is Dell enabling that for the channel. And so I’ve talked to Dell leadership – specifically people that own this product – and that is the plan. And so I’m really, really excited for that, because especially when we respond to RFPs in public sector, it’s a very time-consuming endeavor. And so for us to be able to type in queries on very specific questions that public sector has about technology would be really valuable. And I do know that there are compliance and governance issues as well. The labeling of documentation has to be accurate – otherwise, the channel would get access to potentially confidential data from Dell Sales Chat. But that’s the biggest thing that I’m waiting for Dell to offer the channel. Robert Dutt: Cool. I wanted to talk a little bit about security and data resilience, because that was another theme here at the event – an area where you guys have a fair bit going on with vCISO and MDR, cyber recovery, all that kind of stuff. Basically, how does the Dell cyber resilience narrative from this week connect with what you’re already doing? Does it strengthen the story you’re telling clients? Does it give you new opportunities? How are you viewing the message here? Josh Singh: Yeah. So I actually come from the security and resilience team at Dell – that’s my most recent role there. So it’s near and dear to me and my heart, and I am seeing a lot of product updates when it comes to security. That’s really exciting for me to see, actually. So Dell has a security and data platform in Data Domain, and there are other partners in the ecosystem like Druva and others. There are some partnerships with CrowdStrike and other MDR companies. And that’s what I really appreciate about Dell – they did have Secureworks for a period of time, which got spun off, but I do appreciate Dell constantly looking at where their gaps are from a technology perspective and then partnering up with other vendors to complete the end-to-end strategy. As I mentioned, each individual product in the technology portfolio – they are releasing a lot of security updates and functionality embedded in PowerStore, more in Data Domain when it comes to immutability and things like that, and PowerScale anomaly detection in each of the different products, end-to-end encryption with secure [HPAs – unclear; possibly “HBAs” or “APIs” – verify]. So there’s a lot of attention right now when it comes to security. And to come back to AI – AI is really cool and it can create a lot of really cool outcomes. That’s if you’re wearing a white hat. If you’re wearing a black hat, it can be equally exciting for them as well. And so Dell has to keep up now with not just asking what are the positive outcomes that can drive more efficiency and unlock human progress, but what are the black hats going to be doing with AI, and how do we respond? Robert Dutt: I was sharing a detail this week that backup infrastructure is kind of a primary target for attacks. Curious – does that kind of match with what you’re seeing? And how do you, especially with customers who are newer to you or just going through the process, help them reconcile what they think they’re protecting with their backup versus what they actually have in terms of protection? Josh Singh: Yeah, this is – I mean, every backup vendor says the same thing. This becomes really difficult, actually, to undo a lot of the conditioning from a lot of the backup vendors. I joined DPS – which is now the SRP, the Security and Resiliency Platform, at Dell – for a very specific reason. I actually used to also work for Secureworks. And I realized that talking to people about managed security services was resonating at the time. But the answer was always, “Hey, we just go back to our backup target and we restore, we recover, we’re up and running within a couple of hours.” So I thought, I could spend the same amount of time with a different team and a different product and achieve much more success, because that’s what most organizations are relying on. So they really rely on backup. Now, backup should not be confused with business continuity. Backup is the last line of defense – and it really is the last line of defense. So when you have a last line of defense, you need to make sure that that is locked down. If you don’t trust your last line of defense, it doesn’t really matter what you do on top of that. You can spend millions of dollars per year operationally on subscriptions and monitoring and things like that. But if you don’t trust your last line of defense, you are hooked. And so Dell’s backup product, Data Domain, is the most secure, purpose-built backup appliance out there in the market – hands down. It’s not even a comparison, from my perspective – and it could be a biased perspective – against other competition and other vendors that also play in the same area. There are just so many features in Data Domain when it comes to immutability and governance and compliance and DDBoost, which is a proprietary protocol – it’s not CIFS, it’s not NFS. A bad actor can scan a CIFS or NFS directory so easily and then just encrypt it. So while we do work very well with PPDM – which is Dell’s backup software – we also use Veeam as well. And so the Veeam-to-Data Domain story is very powerful, and it’s really good for the SMB market as well. So we’re constantly looking at the market and seeing what’s compatible, what plays well with Dell products, and we’re introducing that into our ecosystem as well. Robert Dutt: All right. To wrap it up – sitting where you sit as a partner who’s made a pretty significant single-vendor bet on Dell, what’s the one thing from this week that you sit back and go, “Yeah, that validates the decision”? And also, was there anything that gives you pause – that makes you go, “Okay, I need to learn more about that before I’m sure that we’re aligned”? Josh Singh: Yeah. I mean, I can’t deny that we haven’t been forced to think about more vendor adoption. And as every company needs to iterate and evolve and stay on top of industry trends, we need to constantly be surveying other technologies. And we do. We look at NetApp all the time. We look at Pure. We look at HPE constantly. And what we’ve noticed is we don’t need to take on a different vendor. And especially – one thing I will say about Dell, and I’m not sure if this is an answer to your question, but I do have to mention this – Dell’s supply chain is second to none. So we’re in this world right now which is shifting aggressively to shortages and components and things like that. And that’s where Dell’s really shining right now – in their ability to go to different geographic areas and fast-track product from other areas. So that’s just one thing that I have to plug Dell for: very impressive about what they’re doing there. But from a Dell perspective, they’re constantly innovating. All the thought leaders of the world – in different companies and different partners and vendors – they’re all here. And so if we have that big bet on Dell and they’re constantly innovating and adding new partnerships and are at the forefront of innovation, then that means we are too. And if we are, then we don’t need to look anywhere else – and we’re going to double down on the bet. Robert Dutt: To go back to what you were saying about the supply chain situation – it’s no doubt wild times trying to get infrastructure for everyone on the planet right now. And we hear pretty clearly from Jeff Clarke the idea, the message to customers: put your hand up early – really early, if you can – because that’ll give you the best chances of getting what you want when you want it. If you’re thinking two years out or something, how are you approaching timelines and guidance to customers on – okay, so you want to be here at some point – speccing that out in light of the uncertainty of availability, the uncertainty of price, all the fun stuff that’s going on right now? Josh Singh: We’re living in that world right now and it’s changing the way customers have to respond to their stakeholders in their organizations. Back in the day – and by back in the day, I mean six months ago – a customer needed compute and they would buy compute and they would get it within three weeks, likely two. Now we’re looking at two months, three months, sometimes six-month delays, depending on if they need very specific components. So it is a little bit like the COVID days, where there was a big push to remote connectivity. Now customers are looking at public cloud again in a bigger way because they need immediate resources. So what we’re trying to do as an organization is say, “Yes, you could go to the cloud – that is an option. It always has been an option and always will be an option. But is that the right thing for your organization economically, from a security perspective, from a latency perspective?” There are so many more considerations, especially in the Canadian market with data sovereignty. And so the shift of parts shortages – and this wouldn’t be a current interview unless we talked about Broadcom and the changes they’ve made in the market as well. These two very big changes in our market are now affecting the way that organizations have to respond to their stakeholders and the immediacy of resources. So planning now is critically important. The way that customers are now trying to secure budget within their organizations is changing, because they need to be a bit more adaptable and flexible to what’s externally offered. Previously, it was internal operational methodologies on how they adopted technologies. Now they’re being affected by the external. So they have to be a bit more flexible and adaptable as to how they need to support their growing environment – by way of data, by way of compute resources, and especially AI. Now that I need GPUs and memory and CPUs, which are now in shortage, it is a very big challenge. But it’s not a Dell challenge, it’s a customer challenge. It’s happening across the entire industry. So that’s a good thing for us. If it was a Dell challenge, then we’d have a challenge ourselves and be in a bit of a corner. But it’s a global challenge right now that we are constantly seeing changes to. And I suspect we’ll continue to see changes for the rest of the year. Robert Dutt: It’s wild times when you hear folks who are very intelligent on these things saying this is going to be a multi-year kind of cycle. I guess AI giveth, AI taketh away. Josh Singh: Yes, yes. And geopolitics – we’ve got some leaders in the world right now that are making decisions that are affecting our geopolitical climate as well, which is then downstream affecting IT. So it’s interesting times. Exciting times. And I think we’ll look back on today just like we looked back on COVID – we’ll get through it. We’re all in it together. Robert Dutt: Here’s hoping the war stories end up good at the end of the day. Josh Singh: That’s right. Robert Dutt: Thanks for taking the time. I appreciate it. Josh Singh: Thanks very much, Rob. I appreciate it. Thank you. Robert Dutt: There you have it, Josh Singh from Turning Point Technology Services. I’d like to thank Josh for his time in Las Vegas. The full-circle element of his story – spending years inside Dell, working alongside Turning Point as a channel partner, and then joining the company he was selling through – comes through clearly in how he talks about the business. And I think that perspective showed throughout the conversation. A few things I’d like to take away from this one. First, the single-vendor bet argument. A lot of partners hedge on vendor relationships as a form of risk management, but Turning Point went the other way. And the case Josh makes is essentially that depth beats breadth – that knowing how to navigate a large vendor’s internal matrix quickly is itself a competitive advantage for customers. When someone needs an answer today, knowing exactly who to call inside Dell and getting it done in hours instead of days is a real differentiator. Doesn’t show up in a product spec, but it does show up in the relationship. Second, the AI adoption ladder. The AI Factory is the right concept, but maybe too large a bite for most of the Canadian market. What’s changing now – and what you heard Josh describe with the solution center and the GB10 pilots – is AI becoming consumable at the entry level. Small win, prove the model, scale it up. That’s how it actually gets adopted in the mid-market and SMB space, and the partners who figured out how to structure that journey are the ones who are going to win those accounts. And third, backup is the last line of defense, not the first. Josh put it plainly: if you don’t trust your last line of defense, it doesn’t really matter what you spend on top of it. And if your backup infrastructure gets hit with a ransomware attack – which is increasingly the whole point of the attack – and you’ve filed an insurance claim on top of that, you can’t touch it until the insurance company is done with their analysis. You’re building from scratch. That air gap, clean recovery point is the whole game. Not a nice-to-have. If you’re enjoying the show, please follow or subscribe wherever you listen. We’re on Apple Podcasts, Spotify, YouTube, the usual suspects. And if you have a moment to leave a rating or review, please do. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Earl Gosick, CTO at ESTI Consulting Services Earl Gosick has been attending Dell’s annual event since the EMC World days, and the ESTI Consulting Services co-founder brought to this year’s Dell Technologies World a perspective grounded in 35 years of building deep technical expertise on the Prairies. ESTI, the Saskatoon-based solution provider that won Dell’s Data Centre Solutions Excellence Award for Canada last year, runs a pure-play Dell infrastructure practice with particular depth in storage and data center design. Earl also sits in Dell’s CTO Connect program – a small, invitation-only group of partner technologists with early visibility into Dell’s product roadmap and a real voice in shaping it. His framing for the week: AI is fundamentally a data story, and data stories are storage stories. The push toward on-premises AI infrastructure – from deskside devices up through the newly announced Exascale and Rackscale solutions – is being driven as much by data governance requirements and token economics as by raw performance. Organizations that don’t control their data, Earl argues, can’t truly control their AI outcomes. On cyber resilience, he made a point worth underlining for anyone running managed services: ransomware insurance changes the recovery equation in ways clients don’t always anticipate. When a claim is filed, infrastructure gets frozen for forensic analysis. Recovery speed from a clean, air-gapped golden image – built with technology partners like Index Engines – isn’t a nice-to-have. It’s the whole game. And to close: Saskatchewan and Alberta may be poised to become Canada’s next significant data center hubs. With regulated power, guaranteed energy supply, and a provincial government that has now seen a CoreWeave-scale facility successfully built in the province and is actively pursuing more, Earl sees a real and growing opportunity – and ESTI is already working to support it. Read Full Transcript Robert Dutt: Hello and welcome to In the Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel for the last 16 years. I’m Robert Dutt, editor at ChannelBuzz.ca, and your host for the show. We’re continuing our series of conversations from Dell Technologies World in Las Vegas. This week, we’re shifting from the Dell executive perspective to the partner perspective, and today’s guest has been making the trip to this event since the EMC World days. Earl Gosick is co-founder and senior consultant at ESTI Consulting Services, a Saskatoon-based solution provider that just celebrated 35 years in business and took home Dell’s Data Centre Solutions Excellence Award for Canada last year. Earl also sits inside Dell’s CTO Connect program, a small, invitation-only group of partner technologists who get an early look at where Dell’s roadmap is actually heading – and, importantly, a real opportunity to push back on it. Earl’s a storage specialist at his core, and that turned out to be a useful lens at a conference that was fundamentally about AI infrastructure. Because if you pull on that AI thread long enough, it leads you back to data, and data always leads you back to storage. We talked about what the Exascale and Rackscale announcements mean for real customer deployments, why the cyber resilience conversation is as much about recovery speed as backup integrity, and a genuinely interesting thread about why Saskatchewan and the broader Canadian Prairies may be sitting on one of the most underappreciated data centre opportunities in North America right now. Let’s get right into it. My chat with Earl Gosick. Earl, thanks for taking the time. I appreciate it. Earl Gosick: I appreciate you having me here. It’s always nice to talk about what we’re doing with Dell. Robert Dutt: No doubt, and you guys are doing a lot. I understand this is by no means your first DTW rodeo. Earl Gosick: No, I’ve been coming since the EMC World days, and I’ve never – I missed a year through COVID, that was about it. Robert Dutt: Well, I guess we’ll allow you that. So you’ve got this background here, you do the CTO Connect with Dell. What’s different about this year, if anything? What’s the tone or the energy that tells you something about where the industry is at right now, and not necessarily just where Dell would like it to be going? Earl Gosick: I think the driving factor of today is really the supply constraints. You can see what AI is doing and the effect that’s having across the board on every product that has memory or CPU or flash drives in it – which is everything in technology. So that’s really setting the tone. But it also shows how effective AI is as a market driver, and what people think is going to come out of that technology – which is, I think, very important for people to understand. It’s ubiquitous technology that’s going to drive a lot of change in our industry. And we’re seeing a leading edge of that. And if this is the leading edge, there’s some pretty exciting things coming, I suspect, and it’s going to do some pretty important and probably quite wonderful things for our clients. Robert Dutt: We heard from the main stage the idea of encouraging customers to get their hand up early – to get those orders, or even an inkling of where things are going for orders, in as early as possible – and that that will, in effect, Jeff Clarke was suggesting, get folks the best possible results. What’s the guidance you guys are providing your customers around that whole issue, and thinking about availability and pricing of hardware in this current super-fun environment? Earl Gosick: Our position does align with what we’re hearing from Dell when we’re dealing with Dell Technologies, so we try and pass on the messages as transparently as we can, understanding there are supply constraints coming. And we have to deal with those in the only way we have, and that is to figure out what we need. Let’s plan early. Let’s plan the budgets we have for the year, and we can make some estimates about what’s going to be happening six months from now – but they’re estimates, and they’re going to be higher. So it’s probably going to be cheaper for you to have technology that’s sitting on the floor unused for a few months and waste through some support potentially, as opposed to delaying the purchase for three months. So if we know what we’re going to buy, we should operate in a manner that allows us to order those technologies as soon as possible and make sure you’re not waiting for something that delays your business initiatives. Robert Dutt: You guys won the Data Centre Solutions Excellence Award last year for Canada. Take your victory lap. Tell me – what is it you guys are doing in the data centre space that earned that, and what does winning the award tell you about where your practice is focused? Earl Gosick: I hope it helps demonstrate our success. So what ESTI likes to do as a business – our business model is really to build highly competent experts all the way from solution architecture to implementation of those technologies at the customer site. That takes a lot of effort on our behalf, and so it’s nice to get a reward that says we’re doing the right things. Because if you can build a strong rapport with a client who trusts your experts in their field, that creates long-term relationships – which is what both ESTI and Dell are after, and what our clients want. Robert Dutt: You’re a storage specialist at a conference that has been at its core all about AI infrastructure. But at the same time, you go back to when it was – you said – EMC World, all about storage. The more I heard this week, the more it feels like the AI story is really a data story, and data stories are storage stories to at least some degree. How are you seeing that translate in terms of what your customers are actually asking about, or what they’re going to be asking you about? Earl Gosick: It’s significant. You’re right. In order for any type of artificial intelligence to derive a useful data product out the end, it’s built on the data that you have. So customers are coming to the realization that they have to store everything. So it is driving a lot of demand for storage. It’s driving storage in different ways and they just keep everything. Then there’s another product that comes after that, which is cleaning that data – building the data pipelines. When I talk about storage, it’s really about data, and AI is a data-driven product. So it’s doing great things for the storage industry. But the clients understand that they do have to have the data – it has to be there, it has to be available. And then when they build these data products, they have to protect those data products. They’ve got to make sure they’re secure. So it’s driving a lot of initiatives on both sides of the fence that are good for all of us. Robert Dutt: Especially with new or newer customers, or customers who are looking to expand what they’re doing with AI – and acknowledging there’s going to be a range from folks who have had the religion since day one and folks who’ve just been randomly shoving stuff digitally wherever they can. Where do you find those newer customers are at, generally speaking, in terms of sophistication of data management and data governance and all that kind of fun? Earl Gosick: Unfortunately, I’d like to say there’s a median in there. There is not. Everybody is at a different stage in that cycle for them. So you really have to be a little bit cognizant and ask the questions to find out where they’re at before you can really sort of hold their hands and walk them down the road. Many people who started that journey early – you can learn from them. And so they’re going to tell us to start and do something, and you may fail, there may be some things, but you’re going to learn something from that. The second time will be more successful. Then you take that information, you pass it on to the newer people who are trying to get quick value from those investments they’re making on the AI front. So it could be things about how to connect those various data sources because they’re spread everywhere, to how do they build, or select which ones they put their money and their efforts behind. And so you take from the ones that have been doing this for a while, you pass that information on to the ones that are starting on this journey, and you connect the dots. You provide value and make pain go away wherever you can. And customers appreciate that. Robert Dutt: And that sounds like that’s where you’re kind of bridging that gap that exists and trying to bring customers to the level they need to be at to get something out of this. Earl Gosick: Absolutely. Like I said, everybody’s on a journey at a different stage of that journey. And so you have to communicate well to understand where they’re at and what they’re trying to achieve. Once you know that – we don’t always have the answers, but we leverage great partners like Dell who do have somebody that knows the answer. And so building this sort of ecosystem of potential partners to bridge that gap is great. And Dell does that not just from us and the partner community, but their partner community as well, to support all the component pieces that go together to build these pretty highly complex solutions in some cases. Robert Dutt: Of all the announcements, all the stuff that we heard on the main stage and elsewhere this week, what kind of caught your attention – your major aha moment – the thing that’s going to be interesting going back to your business or going back to your customers with new opportunities or the ability to do something better, faster, more? Earl Gosick: So as we talked about, I am a storage guy. So I look at something like Exascale. They’ve been talking about this for a couple of years now in the CTO cycles that I’ve been to. To see that product sort of come to fruition, where you have something and you can just put a personality on that module and build something out – I think that could be very game-changing, especially for AI. They might want to do a lot of things with file storage today, object storage tomorrow. Being able to build up a cluster and put a personality on it that meets the needs of the day – I think that could be quite interesting. That Rackscale solution you saw on the stage with Michael Dell and Jensen the other day – for the larger clients, something like that could be quite interesting. I mean, we’re building these large data centers right now and trying to fill them. Rackscale infrastructure that helps with power and energy and doing a lot of powerful things is going to probably be a game changer for a lot of people. Robert Dutt: One of the things that struck me here is what I want to call the AI agnosticism, as long as you’re doing it on Dell infrastructure – that Dell is talking about here, ranging from, if you’ve got really basic needs, run it locally on your AI PC, moving up a bit there’s the GB10, which is more of a deskside machine, up to the big old box that Jensen signed on stage. How does that map with what you see in terms of customer needs for AI, and what do you think of that kind of approach to structuring both the data center and broader AI processing across the enterprise? Earl Gosick: I think as we touched on earlier, everybody’s on a different stage in that journey. So if you’ve got a guy that’s working at his desk and he’s trying to do some cool things, but he doesn’t have access to a million tokens – that little GB10 you put on the desk beside him and he’s going to do some development, he’s going to learn some wonderful things. Then as you move up the stack in your journey, you’ve got some big clients who are going to do small proof-of-concept type scenarios where they might want a smaller box and then move up that stack. I think it’s important to have a product that covers a diverse range of those people because nobody’s in that one sweet spot – they’re all over the map. Having that full technology set supports wherever they happen to be in their life cycle. Robert Dutt: You touch on tokens, and Jeff Clarke’s presentation was really deep into tokenomics and the kind of the trap there. I’m curious how that maps with what you’ve seen in customers as they’ve started to explore AI. Are they seeing these same challenges, and how are they thinking about it? Earl Gosick: Tokens are the buzzword of the day, but they’re out there for a reason. Everybody has finite resources to put towards the solution they’re trying to build. They may or may not know what that solution is – they’re working towards something, they need tokens to achieve that. What I find interesting is the people who are very early into the game of AI and building solutions around that – it doesn’t take them long before they’re like, “I’m out of tokens. I need to do some stuff.” So it just comes back to the fact that there are only so many resources to solve the needs you have, and you only have so many tokens, and you’ve got to learn to live within what you can get your hands on. And that’s driving the economy, whether it’s at a data center level or at an internal level for any business. Robert Dutt: And does that in turn drive – which I believe is Dell’s thesis here – does that in turn drive the interest in building out infrastructure in-house, so that the relative incremental cost of those additional tokens goes way down because it’s bought and built versus rented? Earl Gosick: Yeah. I think there’s a step along that AI journey where people have potentially outgrown what they can do in the cloud in an economic fashion. We see the supply constraints are driven by CPU and memory usage. If you look at what the cloud hyperscalers offer, when you get into highly intensive memory and CPU, it starts to get very expensive. A lot of storage, a lot of bits and bytes moving back and forth – very expensive. All those things are prevalent in AI. You’re moving a lot of data back and forth, you’re touching a lot of things, you need a lot of memory at times. So once you get to a point where you’re doing useful things with your AI and building generative models, no matter what you do with inferencing, it starts to get really expensive. Then it becomes a time where you can move those things into a data center you control. You can get some economics from it and you can get some sovereignty out of it. A hyperscaler outside of your control can turn things off – they can’t do that when it’s your data center. So you’ve got a lot of control as well as the economics behind how you’re achieving the outcomes you’re looking to achieve. Robert Dutt: I used a word which is actually where I wanted to go next, which is sovereignty. When we’re talking about data center infrastructure and moving bits around and enterprise storage, how is data sovereignty trending among your customers, especially folks who have regulatory concerns and that sort of thing? Earl Gosick: Being a Canadian company, predominantly, we have a larger focus on sovereignty and data sovereignty and sovereign solutions than maybe you’ll see south of the border here. And we find our friends in the European Union are a little bit different – they’re ahead of us even. But it’s a really big concern, especially when you have any type of government agency that you’re dealing with, or anybody that really has intellectual property that they’re looking to protect. They’ve learned that open AI models may expose things – even if it’s just from how they’re creating their algorithms. But if the data gets out there, it’s a concern. They’re protecting their assets as well. These AIs are delivering very useful outcomes for them. They need to make sure they own those outcomes and that they can actually reach them when they need them. So part of data sovereignty is not just the sovereign part of your data, but it’s the actual access to your data. We’re learning things from not just the AI piece but from ransomware – all of a sudden your data goes away. The same thing could happen with a hyperscaler for some people. Sovereign IT solutions are going to be, I think, increasingly important moving forward. Robert Dutt: On that note, you mentioned ransomware, and data resilience and protection is another area I wanted to touch on. We heard the figure that 97% of cyber attacks are now specifically targeting backup infrastructure – because of the old line about, I forget the particular bank robber’s name, but why do you rob the banks? Because that’s where the money is. Why do you go after the backup? Because that’s where all the data is. Does that match with what you’re seeing, and if so, how does that change how you’re designing and recommending data protection for your customers? Earl Gosick: It is absolutely changing people’s realization of how they need to protect their data. This one doesn’t matter if it’s AI or your regular business practices – your data has value, whether it’s to support applications that are running your critical business or you’re building AI products that you need to protect. That has value and you need to access it. What we’re seeing more and more – and we’ve built a really strong practice around this – is building things like cyber vaults and using Dell’s technology partners like Index Engines, where they come in and they can quickly identify threats inside your environment and act on those. Because these guys loiter around for potentially months at a time. They know how to get to your backups. They know they’re not getting paid if you can recover. So they’re going to do everything they can to try and disrupt that. They have AI engines just like ours, but they have a lot of money and they don’t have the constraints about how they use their AI. I mean, these people are criminals, so they act in a method that makes them money. We’re going to be facing even more potential threats in the future, and some of those are going to be AI-driven. We’re going to have to react at AI speeds. There are changes coming, but certainly people are learning to build protection mechanisms that are air-gapped and can respond very quickly to threats. Robert Dutt: When you’re sitting in front of a client who thinks they’re covered – they’ve got a backup solution, they’ve got someone who’s responsible for it – what are the most common gaps that you find between what they think they have and what they actually have? Earl Gosick: I think for many clients, they don’t really understand how disruptive it’s going to be if they run into a ransomware attack. If you’re a client that may have ransomware insurance, for example, and they get hit – you have to tell them, “Do you understand you’re not going to be able to touch any of that infrastructure? Because your insurance company is going to want to do some analysis on that to see how the threat came in.” That infrastructure is dead and gone. You’re starting from scratch. You need a golden image – you need something you know nobody has touched. Protecting the data is only the first piece. Rebuilding from that data, and how fast you can do that – that’s the very critical component. That’s where an air-gapped cyber recovery solution like Dell Cyber Recovery is critical, because you can understand what data to recover and you can recover quickly. Having the data there – that’s the great first step and that’s where you should start. But following that, that is only the first step. Robert Dutt: Your client base is different from a lot of partners I talk to. Given where you sit and who you’re focused on – not necessarily organizations that are under the same kind of pressure or have the same kind of resources to pursue AI – how do you translate and filter what you hear at a conference like this, where a lot is focused towards big enterprise, to a message that makes sense for your customers and scales to their needs and appetites? Earl Gosick: That’s one I think isn’t really that difficult – it’s not as difficult as you would think. Because everybody has the same problems. They run into the same problems. How they build solutions to those problems might change on the scale, but you just have to understand and recognize that everybody’s having the same problems. You can articulate and communicate to them that you’re not the only one that has this. We can resolve this problem at a large scale, but we don’t have to. You came back to it earlier when we talked about the product sets, from small to large – you just pick the right one to meet the solution that these guys have. How you solve that problem of the day doesn’t necessarily change for a really, really large client versus a very, very small client. It’s really just the scale of the end solution and the architecture that’s put together to solve the need. Robert Dutt: From a Titanium partner’s seat, what did the program changes that we saw rolled out – the agentification of the program, some of the incentive shifts – tell you about where Dell sees growth opportunity, and how does it align with where you’re already going or where it might take you? Earl Gosick: I think you can see very easily that Dell is putting a large focus around AI and what it can do for them to streamline their business and be successful. We, like any other company we deal with, are doing the same thing. What they’re doing with their Dell One program, and having a single operation from lead generation down to quoting and pricing and follow-up – it matches what we’re doing on the back end and trying to automate that. Because as long as we can automate that process and reduce the friction in those programs and dealing with Dell, we can spend that time focusing on our clients’ needs. You see Dell, I think, leveraging the same technologies to do that. And if we’re smart business people today, we’re looking to the people around us who are being successful and trying to do what they’re doing in a sense. That’s true for us and our clients. Leveraging AI and seeing how that’s being successful for our partners is driving what we’re all doing – to drive automation and simplification through the processes that are just painful every day that we have to do better at, to support our clients. Robert Dutt: I’m guessing you guys are pretty far down this road already because you’re pretty much a pure-play Dell on the infrastructure side, as far as I understand. But when a company like Dell rolls out these incentives focused on expanding customer footprints – getting a Dell storage customer into Dell PCs or any of the other solution lines – just curious if that moves the needle for you in terms of the incentive, or is it already baked into what you’re doing? Earl Gosick: It’s baked into what we’re doing. In the end of the day, you are trying to build a rapport with a customer based on being a trusted expert. You’re not going to flip your technologies around based on what’s going to get somebody a little bit more money. You’ve got to do the right thing for the customer today and every time you deal with them. The advantage of dealing with Dell is they typically tie their incentives to the product that they are investing in today – that they see the future growing into. So they usually coincide. They understand the pain points of the year, and the incentives usually match the requirements of the day as well. So they’re really good at that. And then they usually have a lot of tools to support that initiative of IT transformation, whatever it is for that time and place in our industry. Robert Dutt: You mentioned earlier you’re on the CTO Connect program – pretty small room, an exclusive group. Tell me about what that relationship looks like on the inside of the room, and the value that an organization like ESTI gets from sitting in there. Earl Gosick: I guess I’ll put it this way. We deal with some technology providers – predominantly Dell. Dell puts us in a room, they tell us what they’re doing for the next year or two, and they ask us if they’re on the right track. That’s telling to me – they care and they listen. They talk about the technologies that we’re going to see upcoming, so it’s helpful for us to talk to our clients about where the industry is headed. But they do sometimes say, “We’re going to do this,” and the room says, “Oh, no, you can’t do that. Our customers love this,” or, “We like this for this reason.” And they say, “Oh, okay.” And we have a dialogue about those things. So I think that’s one of the most important things that comes out of CTO Connect – we hear about industry trends, but they also ask us our opinion on whether they’re on the right track, and then they listen to that opinion. I think that’s telling for any company you deal with – one that engages not only with their clients, but with their technology partners. It’s one of the things I really like about CTO Connect. Robert Dutt: You guys just turned 35 or so, as I understand, as an organization. That’s a long time to be running a consultancy in any market – and markets move, vendors come and go. What’s the philosophy behind building something that durable in a market that changes so fast, and especially in an area of the country that doesn’t necessarily get as much headline attention from vendors as a Toronto or a Vancouver or a Montreal? Earl Gosick: I think it comes back to what I stated earlier around building strong and capable expertise across the board – and that’s building relationships with the clients, building relationships with partners like Dell to solve the solutions of the day. Our clients respect that because they know they can come back to us again and again and we’ll do the right thing together. So that’s really the crux of it. Our business model is a little different in that we support a little bit more of an entrepreneurial aspect to our business. When young, capable people come on board and they build differentiating products, they get a seat at the table – and that’s critical for ESTI and the way we operate. But it’s really about looking at modern technology solutions and being agile to support those ever-changing technologies. It makes our industry exciting. You’re never doing the same thing every day. And as long as you can recognize the fact that you won’t be doing the same thing tomorrow and you just have to find a way to deal with it – that’s how we thrive in our company, and in working with Dell as well. Robert Dutt: All right, so let’s close with asking you to do a little bit of the impossible, given that pace of change. What’s one thing that you’re thinking about today, but maybe not totally all-in on at this point, that you think is going to be shaping the business for ESTI and your customers when we’re sitting here at DTW 2027? Earl Gosick: Well, that’s a really hard question. On the investment side, we do look at some of the technologies today – and as we talked about, AI is big for us. We need to build services that our clients don’t have. So we spend a lot of focus on where they have skills and where they don’t. We’re going to build a lot of expertise around cleaning data, building data pipelines and that kind of stuff, to focus on the needs our clients are asking us to help them solve. So that’s kind of an easy one because everybody sees that going forward. Beyond that – we’re making a strong effort in Saskatchewan and Alberta to build a sort of data center economy to support a lot of these data centers that need to be built. We already have access to power infrastructure to support those things. That’s going to drive a little bit of a change in our operating model just to support our local governments as they try and take advantage of the differentiators we have. That’ll drive some change for ESTI. And then as we expand across the rest of Canada, different geographies have different requirements as well. So lots of change, lots of new people coming on board all the time – interesting but dynamic. Robert Dutt: That will be an interesting thread to pull on. I remember going to an event – God, it must have been 15 years ago now – talking about how Canada really should be a data center powerhouse. When you consider we have power, clean power in relative abundance, we have cold, which turns out to be important – it sounds like maybe there’s an opportunity to realize some of that with what you guys are doing and what governments are starting to look at more seriously. Earl Gosick: They are. Also, right outside my hometown, they just announced a very large data center which is going to house some infrastructure from CoreWeave – and we’re going to see more of that, I think, because that process went very well. I sat in on a conference a couple of weeks ago where it was government and industry getting together to talk about why they were successful, what they bring to the table. Saskatchewan is unique because they have regulated power, energy, and land. They can guarantee, “We will give you power, we can guarantee you’ll get LNG.” Those types of things are very important for anybody trying to build a data center – it’s the critical piece. And with the government having control over all of those, they can guarantee them. That’s where I think Saskatchewan is going to have a real differentiator to support that technology, and the government is well aware of that fact now. They’re going to want to do more of these things. And then our neighbors in both Alberta and Manitoba are sort of on board as well. Certainly Alberta has done a few key data centers to support AI and those are going to continue to happen. We’re sometimes slow to move because it’s government. But once they realize the differentiators they have and what it can do for the market, I think there’ll be some traction there. Robert Dutt: Should be interesting times, and sitting where you’re sitting sounds like a big opportunity. Earl Gosick: Absolutely. I think it’s a big opportunity for all of us – supporting your community around you as well as building a thriving business. Robert Dutt: Earl, I appreciate you taking the time once again. I hope this has been a good DTW for you. Earl Gosick: It’s been a great discussion and a good DTW, so thanks a lot for having me. Robert Dutt: There you have it – Earl Gosick from ESTI Consulting Services. I’d like to thank Earl for his time last week in Las Vegas. Thirty-five years building deep technical expertise from Saskatoon, in a vendor relationship game that tends to reward proximity to the bigger centres – that’s not an accident, and it came through in the conversation. A few things I’ll take away from this one. First, the AI-is-a-storage-story framing. Every AI product ultimately requires data to be collected, governed, moved, and protected. That’s not news to Earl, but it’s a useful reframe for anyone still trying to connect their existing practice to the AI conversation. The hardware gets the headlines. The data work actually gets the contracts. Second, on cyber resilience – the ransomware insurance point Earl raised is worth sitting with. The moment a client files a claim, that infrastructure gets frozen while the insurance company figures out how the breach happened. Your ability to recover doesn’t just depend on whether the backup is intact – it depends on whether you built a clean, air-gapped golden image that nobody has touched. That’s the conversation. And if you’re not having it with your clients, maybe someone else is. And third, keep an eye on Saskatchewan. Regulated power, guaranteed energy supply, and a provincial government that has now seen a CoreWeave-scale data center get successfully built in the province and wants more of them. Earl thinks that’s just the start of something, and I’m inclined to agree. If you’re enjoying the show, please follow or subscribe wherever you listen. We’re on Apple Podcasts, Spotify, YouTube, and most of the usual podcast directories. And if you have a moment to leave a rating or a review, that really does help folks in the channel find the show. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this presentation from Ultimate Partner Live, industry analyst Jay McBain breaks down the monumental macroeconomic shifts rewriting the tech sector in 2026. https://youtu.be/r0qTDyw97Gs As the industry rapidly approaches a $6.07 trillion valuation, driven by massive AI infrastructure investments from Sam Altman and the “Magnificent Seven,” traditional sales and channel models are fundamentally collapsing. McBain reveals how buyer demographics have transformed to an integration-first millennial base, why marketplace ecosystems now command over half of all partner-funded deals, and how a tiny elite of just 1,000 tech service providers control two-thirds of global tech revenue. Learn the exact mechanics behind how Microsoft out-partnered AWS to win 26 straight quarters of dominant growth and how your business can deploy an algorithmic early warning system to capture massive wallet share before competitors even step into the boardroom. Key Takeaways Over half of the Fortune 500 companies vanish every 20 years because their leadership fails to anticipate macroeconomic technological cycles. The true opportunity in the $6.5 trillion AI boom lies not in single vendor products, but in the hardware, software, services, and telecom ecosystem surrounding them. Indirect tech sales are undergoing a structural shift toward direct cloud hyperscaler models driven heavily by Nvidia's core infrastructure client base. Modern business deals are won or lost months before the point of sale based on the average of 6.3 partners surrounding a customer’s environment. Over 51% of tech buyers are now millennials who prioritize software integration capabilities and digital marketplaces over traditional human sales interactions. Tech service economics are pivoting aggressively away from upfront margins toward point-based multi-partner funding across subscription cycles. 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 Nvidia AI buildout, $7 trillion AI opportunity, cloud ecosystem decade, Microsoft vs AWS growth, multi-partner cloud deals, digital marketplace migration, millennial B2B buyers, B2B tech subscription economics, tokenized micro consumption, tech services wallet share, hybrid cloud infrastructure, 28 customer moments, IT services industry growth, telecom spend breakdown, channel chief strategy, managed service providers MSP, global systems integrators GSI, software integration first, point-based vendor incentives, automated co-selling workflows Transcript JAY McBAIN AUDIO PODCAST [00:00:00] Jay McBain: So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book, but chapter one is always you Blame the CEO. [00:00:13] 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. With that, I am incredibly blessed to invite a friend of mine to the stage. I have a quick little side note, like I found an old LinkedIn post from this gentleman from like many years ago, like 20 years ago. [00:00:39] Vince Menzione: And I wasn’t really that nice to you on that LinkedIn post. Like, oh, like this is before Jay became the Jay, that we all know Jay to be j. But he was in the space and I was at Microsoft doing something and he reached out about something. It was kind of rude, Jay. I was like, oh my gosh. I can’t believe. But Jay has been a great friend. [00:00:54] Vince Menzione: When we started the podcast back up, uh, during COVID we started doing podcasts together. When we moved to the studio, Jay was the first person in the studio. He’s always got a spot, uh, at our events. He’s s Spot Art, and, and he’s a great friend and supporter of Ultimate Partner Jay McBain. For those of you who don’t know him, Jay, welcome. [00:01:13] Vince Menzione: Thank you, sir. [00:01:22] Jay McBain: 31 days ago, we landed Artemis two. The furthest humans have ever been away from the planet Earth 57 years ago. We landed on the moon in the 56 years. Between those two moments, the tech industry has been the fastest growing industry in the world. Every single year we moved from the space race to the technology race, and we’re just getting started. [00:01:46] Jay McBain: If you’re old enough, you’ll recognize the mainframe and mini era for 20 years. You’ll recognize a young disheveled Bill Gates showing up in Boca Raton, Florida for, uh, August the 12th, 1981 launch, where Bill thought that every one of us would’ve a PC in our home, and IBM thought they were gonna sell 10,000 of them to hobbyists. [00:02:12] Jay McBain: 1999, a small startup from an executive who just left Oracle in San Francisco named Mark Benioff. A couple of years later, Jeff Bezos went into a boardroom and said, listen, we’ve spent a lot of money building infrastructure to our busiest day, Christmas, black Friday. You’re telling me this stuff sits idle 10 or 20% for the rest of the year. [00:02:35] Jay McBain: Why don’t we rent that out to others? Got laughed outta that boardroom and then got made of fun of on magazine covers. Maybe you should just tend the store, let the adults talk about technology. In March of 2023, our neighbors, our friends, our family saw DeepFakes. They saw poetry, they saw music, and they came to us as tech people and said, did we just light up Skynet? [00:03:03] Jay McBain: Now every one of these 20 year eras, this is the Taylor Swift version of our industry. Every single one of these eras triggers the fastest growing product in history. Today it’s actually Chacha bt first to a billion users. It triggers a new, richest person in the world, bill Gates, to Jeff Bezos. Now, Elon Musk is the first to sign a trillion dollar pay package, and it’s not for car. [00:03:27] Jay McBain: It’s not for cars. It also triggers a most valuable company in the world change. And today that’s nvidia. These are monumental changes in our industry and they’re monumental changes in partnering every single time. And it also links to our customers. If you take a 20 year view of business, one era, and, and think about the AI era, you know, at the start of it here, if you’re to grab the Fortune 500 magazine from 20 years ago and start to flip through it, 53% of the companies in there no longer exist. [00:04:06] Jay McBain: Every 20 year cycle, we lose over half of the biggest companies in the world. These are the companies that have very deep pockets to buy their way outta problems. If you’re not in the Fortune 571% of tech companies don’t make it 10 years. These are the changes that cost industries. There are changes that cost really big companies and the decisions we make, the trends we’re in right now, in 2026 will be written about in the future. [00:04:39] Jay McBain: This new era, a lot of big numbers being thrown around. Vince’s best friend talk about a six and a half trillion dollar AI opportunity, but it’s not Microsoft’s tam. Microsoft is chasing about a trillion dollars of this. And the ecosystem, the hardware, the software, the services, the telecom is gonna make up the rest. [00:05:04] Jay McBain: It is an ecosystem. Every time these big numbers are thrown, the word ecosystem is always thrown around it. Not to be outdone, Sam Altman’s talking about a $7 trillion build out. The world economy this year, the world GDP will be 126. These are material numbers to world GDP, but even better, they’re both larger than our entire industry is today. [00:05:27] Jay McBain: So what took 56 years of the fastest growing industry this year will be $6.07 trillion. Big numbers, but it’s easier to think about it in terms of a dollar that our customers spend in that dollar. They’re gonna spend 25 cents on hardware. They’re gonna spend 25 cents on software. So for anyone that read the memo 15 years ago, that software’s gonna eat the world, there’s still a dollar a hardware to run every dollar of that software. [00:05:57] Jay McBain: And whether you’re thinking humanoid robots or whichever future you’re envisioning, there’s going to be a dollar of hardware to run every dollar of software for the next 20 years. There’s over 25 cents now in IT services, and in many cases, these services are growing faster than the product categories and just under 25 cents in telecom, that’s how it breaks out today. [00:06:19] Jay McBain: And this industry, which took 56 years to get to this point, is gonna double in size in the next three to five years. We already have two and a half trillion of that seven raised and being spent. Part of the reason Nvidia is the most valuable company in the world. Now our industry, uh, you talk about ultimate partnerships. [00:06:40] Jay McBain: Our industry traditionally, and world trade by the way, is 75% indirect. The dealerships, the agencies, the brokers, the resellers, the retailers, the franchisees, the gas stations, the grocery stores, the pharmacies, all 27 industries sell indirect. You gotta think back the last time you bought something direct. [00:07:01] Jay McBain: Well, I bought a Dell from that dude in the nineties. Cool. Well, Dell Technologies is now 60% indirect. Well, I bought insurance. Direct is 15 minutes. Could save me 15%. Well, Geico last year sold more insurance through agencies and brokers than they did direct. This is the world now. We used to be 75% indirect four years ago. [00:07:26] Jay McBain: Then it went to 73.2, then it went to 70.1 and it then it went to 66.7. By the way, marketplace is in these numbers indirect. It’s not marketplace causing this change. It’s one company, Nvidia. Nvidia has seven customers. The magnificent seven, uh, half of them are in the room right now that every morning we wake up to a hundred billion dollars press release about this $7 trillion buildout. [00:07:56] Jay McBain: What’s interesting is indirect sales in our industry is growing by revenue. It increases every year, just not at the pace that this AI build out is happening direct with seven companies. But the reason we’re all here, and I think the core reason that Vince is building this community is this, you know, Microsoft forever has measured and been very vocal. [00:08:21] Jay McBain: About 96% of their deals have partners in them. Kind of who cares, who collects the money. We care about the moments, the 28 moments before the customer makes a purchase. We care about every 30 days forever, because two thirds of our industry, over $4 trillion now is subscription consumption based. Winning a customer today is only winning the first 30 days. [00:08:46] Jay McBain: We care about this cycle. We care about who surrounds our customer. So six years ago, I stood on a big stage and said, you know, we went through a decade of sales. You know, in 1999, you thought you were born to be a salesperson. You’re managing your territory with your gut. Well, a few years later, you were introduced to the science of selling. [00:09:07] Jay McBain: You know, 10 years later you thought as a marketer, you sit around a cocktail party joking with your friends, 50% of my marketing dollars are wasted. I just don’t know which 50%. Really funny. In 2009 until every 58-year-old CMO got replaced by a 38-year-old growth hacker. Coming in with Marketo and Eloqua and Pardot and HubSpot, and 15,505 as of yesterday, MarTech and iTech tools, ninjas in marketing, they wouldn’t let a nickel go through without measuring. [00:09:43] Jay McBain: Now we understand 96% of deals and partners that surround it. No deal is gonna be won or lost in this era without partnering effectively. So we had to have this decade of the ecosystem. One of the ways we’re tracking is by outsiders. You know, Salesforce every year publishes the state of sales and they’ve got, you know, the number one CRM in the world. [00:10:05] Jay McBain: So they get to go talk to all the CROs, all the salespeople in the world. And as of this year, a couple months ago, 94% of every salesperson in every industry in the world uses partners every single day. You wanna see what this number was six years ago. Also, 89% of salespeople around the world don’t think they’re going to club this year without partners. [00:10:29] Jay McBain: So this is a big moment for us, halfway through the decade ecosystem, but we’re only halfway through. We’re starting to understand now at a more granular level. What partnering means. It’s not theory, it’s not flywheels. It’s not really cute. McKinsey slides that we keep showing to our board saying how important partnering is. [00:10:51] Jay McBain: We’re trying to get to the very specific level of the 6.3 partners on average that surround the deal and what they’re doing. How their business model works, and that’s average if I’m working on a public sector deal. I was at a Red Hat conference yesterday talking sovereignty. If I’m in an enterprise or a large public sector deal, it’s north of 10 partners in the deal. [00:11:15] Jay McBain: So we’re starting to understand what used to be this, this, you know, you’ve been the fastest growing industry for 56 straight years. Every single professional services person in every industry has come in to join the fund. Over 90% of accountants are tech services firms. Over 90% of marketing agencies are tech services agencies. [00:11:36] Jay McBain: All of this 250,000 software companies, a million emerging comp tech companies, the half a million VAR that have been in that traditional channel. The managed service providers, all of these 20 different partner types, millions of companies, tens of millions of people competing for 6.3 spots. Around the customer. [00:11:58] Jay McBain: That’s it. Luckily, there’s 141 million global customers to compete for. There’s, there’s some open slots that you can go find, and that’s the point. Our industry never had our own Fortune 500. We always talk to, you know, these partners and GSIs are doing this and SI are doing that. And we never really had a view of capability and capacity or what our own TAM was inside of that partnering. [00:12:25] Jay McBain: And so we set out and we would’ve loved, you know, chat GPT or Gemini or Claude or any of those tools to do this. But there’s one problem in partnering with AI is that it doesn’t know one partner from the next. There’s a big digital sameness problem in our industry that every single partner, whether it’s Larry in the White van or Accenture, with 786,000 employees all say they do all things to all people all the time. [00:12:53] Jay McBain: 98% of them, 99% of them are private companies that don’t share their p and l. You can’t go into Microsoft’s LinkedIn system and find out how many employees, ’cause it’s a block system, it AI can’t see into it. So it just sees, and it’s a great pattern matching. Google, SEO can’t figure out who’s who, nor today can the large language models. [00:13:14] Jay McBain: ’cause all the things they’re trying to match, the transformers are trying to match. It all looks the same. Every tweet, every ebook, every website, every digital history looks the same. So this took us thousands of people hours across two years to do, to dig into every p and l to dig into every dollar of what they’re doing. [00:13:33] Jay McBain: But what was interesting is only a thousand partners in our industry do two thirds of all tech services. When you get into enterprise, it goes up to 80 to 90%. The partners in the middle, in Blue do more tech services. The 30 of them than the 970 partners in white on the outside, the 970 partners in White do more tech services than the next million combined. [00:14:03] Jay McBain: This is our industry in a nutshell. Every time we talk to a a vendor, every time we talk to a partner, every time we talk to a distributor, we’re now talking names, faces, and places. You you wanna talk sovereignty. Yesterday in Atlanta, 90% of sovereign conversations in public sector in the globe is handled by these companies here. [00:14:26] Jay McBain: Forget about how much you do with these partners today. You wanna chase the next column, which is the wallet share. And I was a channel chief for 17 years. I get the weekly report and I see a million dollar partner, another million dollar partner, sorted top to bottom. You don’t know which partners which, which of those million dollar partners is doing 1.2 million in your category. [00:14:46] Jay McBain: They deserve a baseball cap and a front row seat at your event as an MVP. The next partner right next to them is doing 10 million in your category. They’re only doing a million with you. ’cause customers are pulling them into it. Nine times outta 10. They’re leading with your competitor. So I don’t want that list anymore. [00:15:03] Jay McBain: I want the new list, which is showing me those $9 million opportunities. And I as a board member, as A CEO, as a CFO, as a CRO, I wanna see this list. And then I want to talk people, processes, programs, technology. What are we gonna do to go get our fair share of that 9 million? Where’s our lowest hanging fruit? [00:15:24] Jay McBain: How do we double our pipeline? How do we double the size of our company in three years? It’s all right here. Let’s have very specific conversations and move away from flywheels and move around from force multipliers and and things like that in partnering. Let’s figure out how this partner community is surrounded. [00:15:45] Jay McBain: What do 10 million people who have to be smart in front of their customers every single day, what do they read? Where do they go and who do they follow? It’s the law of a few. This is the old Malcolm Gladwell of tipping point 10 million people in the broader channel. A hundred percent of our TAM comes down to only a thousand watering holes. [00:16:08] Jay McBain: 12% of that entire audience. Doesn’t sound like a lot, but it’s over A million. People love podcasts. Number one way they learn the Joe Rogan effect. In our industry, there’s 121 podcasts. These are all public lists. You can go get on my LinkedIn newsletter on canals, oia. But there’s 121 podcasts that drive him forward. [00:16:28] Jay McBain: Really high up on that list, actually number one on the list is ultimate partner, Vince. That’s how I met. ’cause I asked people, 10 million people, you love this. You walk your dog, you drive to work, you listen to podcasts. I’m not the biggest podcast fan. It’s not number one on my list, but it’s number one on theirs. [00:16:44] Jay McBain: They say, you know, you gotta meet this guy, Vince. It’s unbelievable how great these podcasts are. They’re ultimate. [00:16:54] Jay McBain: Then I talked to Vince and said, but Vince, you know, 35% of your community, the 10 million people love to come to events like this one. The hallway conversations, the hotel lobby bar last night. This is what we love to do, especially post pandemic. It’s the number one way we learn. We learn from our peers, we learn from those around us, and, and the learn from the conversations we have here. [00:17:17] Jay McBain: We always remember these moments, you know, years and years later. There’s 352 choices. I’m going to five of them this week in five different cities. It’s a lot of coverage, but again, it’s a tighter li list of how people work. The magazine lists 106 of them associations like Conter. Now the GTIA peer groups, there’s 15 different spheres of influence, but only a thousand places. [00:17:43] Jay McBain: I could walk you through billionaire, after billionaire, after billionaire in this industry and show you how they did this. How did Arne Bellini at ConnectWise? How did Austin McCord at Datto, how did Nerdio become a unicorn? How did threat locker and huntress move away from 6,500 cyber companies and become unicorns over and over and over again? [00:18:05] Jay McBain: It’s only one slide. Unicorns and billionaires are made here, and a lot of people don’t get it. So walking away from Bellevue, a thousand partners, top down, a thousand watering holes, bottoms up. You’ve covered a hundred percent of your tam. You do it better than 10% of your competitor, 10% better than your competitors. [00:18:27] Jay McBain: You win. You carry that on your resume into the next company. You get a bigger job at a bigger pay scale. Let’s just walk through some examples. Cyber 91.7% of it goes through the channel. Huge channel audience. You know, if you’re in MarTech, it’s only 10%, but this one happens to be all channel, but that’s not the story. [00:18:48] Jay McBain: For every dollar that the 6,500 cyber companies are trying to close, there’s $2 in services. Plot twist, the products are grown at 11, the services are grown at 12.6. Your partners are growing faster than you are, and they will continue to for the next, at least five years, probably 10. So when I’m here, five years from now, you’ll hear in me talk about a three to one split in cyber and then a four to one split in cyber. [00:19:18] Jay McBain: Now, when we’re in Miami a couple days ago is CrowdStrike, they’re talking about a $7 and 5 cent multiplier, chasing that two to one up higher. You look at managed services. Here’s a fun story. Managed services. 82% of customers who are man, uh, outsourcing more this year than last year. 650 billion in size. [00:19:38] Jay McBain: This is bigger than the entire SaaS industry. Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot, 250,000. Others. This is bigger. It’s also bigger than all the Hyperscalers combined, not just AWS, Microsoft and Google, but Alibaba and Oracle and everybody down the list. This is a massive market also growing at double digits. [00:19:59] Jay McBain: So these are some big things and obviously we’re watching, you know, week in and week out, quarter in, quarter out, the Battle of Software and Battle of the Hyperscalers and things like that, and who’s growing at what pace and, and how partnering is connecting to all of this. You know, we watched a moment really early in the pandemic where Microsoft started growing faster than AWS and they haven’t stopped since 26 straight quarters. [00:20:27] Jay McBain: And you ask customers and say, you know, does Microsoft have a better product? And in most cases they say no. You know, AWS had a five year head start. Well, did they have a better price? Well, no, actually most cases Microsoft’s more expensive. Well, did did they have better promotion? Was their Super Bowl ad better? [00:20:44] Jay McBain: No, they’re both kind of crap. So you kind of ask the questions of what’s the only difference that could create growth above the leader in the market? Well, it’s place. More of the 6.3 partners are walking into those keyboard room meetings and drawing clouds up on the wall and labeling the Microsoft than they are AWS. [00:21:03] Jay McBain: Very simple. It’s never been about product. The best product in our industry has never won. And now the best way forward is that partnering moment, and this is the moment. So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book. And it could be the book like Kodak, they invented the product that ended up killing them. [00:21:26] Jay McBain: And it’s a woe is me story, but chapter one is always you blame the CEO. How could they not see those trends happening in 2026? How could they, you know, were they blind? Were they stuck in their own, you know, innovation chamber? Innovator’s dilemma, were they stuck in their own boardrooms? Why couldn’t they see? [00:21:46] Jay McBain: Well, chapter two, you, you blame the board. They have fiduciary responsibility, outsider view, and how could they not see it? But really, this is the future right here. If you take this slide and apply it 10 or 20 years from now to every failure and every success, these are the chapters of the book. Your buyer is now a millennial. [00:22:05] Jay McBain: As of last year, the 51% of our market is bought by people born after 1982. Different psychology, different behavior, different journey, different criteria, their integration. First buyers. The buy a product, 80% as good as the next one. If it works better in their environment. 94% of people won’t buy a car unless it has CarPlay or Android Auto. [00:22:26] Jay McBain: New Buyer. You have to be more integrated than your competitors. That’s a partnering story. The 6.3 partners. If you heard cyber, you need some great channel partnerships, but you need the other 5.3 partners as well, the consultants, the advisors, the designers, the architects, the implementers, the integrators, the manner service, all of the other partners. [00:22:44] Jay McBain: You need to know more of them than your competitors do, and have them label clouds with your name in them. You need better alliances. Even if you compete, you only compete in the morning. You’re best friends by the afternoon. You have to be tight with the hyperscalers, tight, with the big SaaS platforms, tight with cyber, tight with distribution, there are layers, seven layers to every deal. [00:23:04] Jay McBain: You gotta be tight in and have better alliances than your competitors. And then it all comes to the 28 moments, which I’m gonna end on, but the go to market of all of this, the co-selling, co-marketing, co-innovation, co-development, co keeping. This is it. Your product has to be good enough that somebody’s gonna renew it. [00:23:21] Jay McBain: Your Super Bowl has to be, you know, ad has to be good enough that people don’t, you know, shame you on social media. Your pricing has to be somewhere in a country mile of the bell curve of what the customer wants to pay. But successor failure is just here and platforms are synonymous with partnering. [00:23:40] Jay McBain: It’s our role now in the decade of the ecosystem to drive our companies forward. Marketplace. It’s probably the most predict, you know, great prediction we ever made. You know, growing at 82% compounded, it’s hard to predict ’cause it doubles almost every year. We were almost exact to the decimal point. Five years later now till 2030, we’re watching a second story, which is more interesting. [00:24:02] Jay McBain: If 96% of all deals have partners inside of them and there’s private offers and multi-partner offers and distributor sellers record all these funding mechanisms or services as a product. As of last week, over 50% of all deals in marketplaces now have partner funding. It means that while money changes hands differently, the respect and the recognition of what partners do is in the deal. [00:24:26] Jay McBain: We think that’s going to 59, but at some point, that’s gonna have to hit 96. ’cause to run the best programs, whether it’s an indirect sale, whether it’s a direct sale, whether it’s a marketplace deal, it doesn’t matter how money changes hands. What matters is we recognize the 6.3 partners. They’re not only making the deal happen bigger and faster, but renewing and enriching that every 30 days forever. [00:24:48] Jay McBain: When we watch, you know, billion dollar clubs and when we read all the press releases and all the hubbub about how fast this is growing and who, which companies are behind all this. When I’m quoted in some of these press releases, it’s because of this. You know, CrowdStrike, you know, brags are a billion dollars in a single year, but inside of that, they’re showing that 91% growth in marketplaces, which is pretty phenomenal for any company to almost double in size every single year. [00:25:17] Jay McBain: What’s more phenomenal is they’re growing the channel piece of it, 3548%. That green part of it is growing. Companies that understand platform and have people and processes and programs and technology to do it are winning. And they’re getting recognition and partners are starting to join the Billion Dollar Club who don’t sell a product, but are also winning at Extreme Scale. [00:25:44] Jay McBain: So talk about those partner 1000 and who are leaning in to win at this level. As well as everything changes, traditional billing moved into subscription models, moved into consumption models. Now we’re being tokenized to death multi it’s, it’s in this mode of micro consumption. There’s no chance there was little chance in subscription consumption that would be resold. [00:26:09] Jay McBain: You don’t buy Netflix from the cable guy in the white van. There’s zero chance when you’re buying tokens at a buck a piece that that’s going through any indirect sale. This continues to grow. Now the tectonic shifts is what happens when money changes hands differently. These old programs that we used to all write hundreds of different boxes, we checked every day on deal reg and trainings and all the other things are changing. [00:26:35] Jay McBain: To this, you’ll get these slides, by the way, in high res, inside of this now is the customer. For the first time ever, 45 years later, we have the customer in the middle of what we do, the 28 moments in green before they buy the seven layer stack and the partners inside it. The implementation. The integration, the managed services in a cycle that never ends, and two thirds of our industry. [00:26:55] Jay McBain: With the customer in the middle, we can now move money around to the different moments. It’s not all landing in front or backend margins or market development funds or new customer bonuses or spiffs. It’s landing where it needs to land. Over 400 companies now, pretty much led by Microsoft 400 companies are in a point system right now and 400 more. [00:27:18] Jay McBain: We’re working kind of behind the scenes to get that announced in the next 12 months. This is a total changeover in terms of how economics work and partners are yelling over half of us. I don’t care. Don’t call me a VAR anymore. Don’t call me an MSP. Don’t call me a regional system integrator. I do the consulting over half the time. [00:27:36] Jay McBain: I do the design, I do the implementations, I do the managed services, and 44% of us are vibe coding. On weekends. We’re not happy. Just on the services side. We wanna join the seven layer tech stack as well. These are partners growing faster than their vendors by understanding this cycle and where to show up and where the money is in ai. [00:27:56] Jay McBain: And the number one thing they’re asking for is not more leads, which they did for 45 years. The number one thing is now recognized for what I do. I’ve never just been a cash register. We’re completely now past this idea of a channel being a channel of distribution, and now a channel being this platform for the future. [00:28:16] Jay McBain: As we lay that on top of ai, the first couple of years of AI has really been consumer driven. The 95% failure rate that MIT reported last year is now 70%. That’s the failure to get from proof of concept to production. That 70 will be 50 by the summer we’re moving now in business, the maturity rates are going up at the end customer and in 88% of cases, that’s because of the channel. [00:28:43] Jay McBain: They’re working with partners. They’re not vibe coding themselves and working in little skunkwork groups. They’re working with partners to make it happen, and it now becomes the partner’s number one growth opportunity. I can grow at 11 or 12% in cyber every year. Compounded I can grow in 10% in managed services. [00:29:03] Jay McBain: You know, those are great double digit growth ’cause my customers are growing at 2.7% and I can go four x my customer, but I can go 10 x my customer if I have the right services built around ai. And this compounded growth rate and that big number in 2 20 32, 267 is what’s got those top 1000 partners obsessed. [00:29:25] Jay McBain: And your companies are leading with ai. Now you need to connect to those AI services. You need to get partners on this scale of growth. And they will be adding your name inside every cloud. They write on every whiteboard, but 82% of partners around the world, you know, we survey 25,000 of them aren’t ready, and they’re blaming vendors for not being ready, and they’re telling them exactly the workshops and the training that they need to get ready for this cycle. [00:29:53] Jay McBain: 82% of our entire partner, tens of millions of people, aren’t ready to grow at 35% and they need our help. Last thing I’ll say about AI is it’s the first time from client server to cloud, edge to cloud that it’s been segment driven. SMB alone has one, you know, six different segments, one to nine, 10 to 24, 25 to 49, et cetera. [00:30:18] Jay McBain: Mid-market into enterprise. No one that runs a restaurant is calling Jensen to buy a GPU to put next to the stove. No one’s calling Sam or Dario or anyone at Anthropic or OpenAI directly. They’re waiting. If you run a restaurant with all the people running around with tablets, you’ve invested in toast or square or clover or one of the platforms to run your business. [00:30:41] Jay McBain: A hundred different things. And you’re gonna wait for toast to work with a hyperscaler and build out the capabilities genetically. So when they see a spike in Uber Eats orders, they automatically place a food order and automatically change the staffing to deliver on it. That’s what the restaurant’s waiting for, and there’s no one calling and having a big a agent conversation. [00:31:03] Jay McBain: But even if you go into hundreds of people in medium sized business, every one of the vice presidents have their tech stack already built. I talked about the marketing person already, but the HR leader has one, and everybody’s got their seven layer stack. They’re not calling to buy a GPU and they’re not calling to, you know, bring in open AI directly or, or anthropic. [00:31:22] Jay McBain: They’re waiting for the platform they built to integrate together ag agenta capabilities. Everybody’s in wait mode up until enterprise and public, large public sector. So we are looking at this market and at 90% of that AI market is run by those thousand companies, and the rest of the millions of partners are helping in terms of how these businesses are gonna change at that level. [00:31:46] Jay McBain: Here’s where I end. You know, the 28 moments used to be a theory. It used to be a flywheel. How do we buy a car? [00:31:55] Vince Menzione: Well, we Google it, [00:31:57] Jay McBain: 81% of us now, 94% of us use large language models. We find out that there’s 365 brands of car. I’d have to test drive one every day of the year to get through them all. So we start narrowing these things down. [00:32:09] Jay McBain: We configure it. We put our rims on it, we color it. We download the invoice price. We download the backend rebates this month, whether I buy it in May or June, we find out what 5,000 people paid for our exact car within 50 miles of us. And then we don’t wanna go to the dealer because we know more than the salesperson, the manager ever will. [00:32:26] Jay McBain: We know what we’re gonna pay within, you know, dollars or cents. Just carvana the car. Hand me the keys. Let’s just forget the whole eight hour back and forth. I’ll get you a deal thing. I’m smarter than you in technology. Our customers are smarter than us, smarter than salespeople. That’s why 75% of millennials don’t wanna talk to a salesperson. [00:32:48] Jay McBain: They want to end digitally, and by the way, they’re not gonna send a fax after 28 digital moments. They’re gonna end on a digital marketplace. This is all demographics. It’s not hard to see where it’s going, but we’re getting into names, faces, places again. What if every dollar of your tam, the board, the CEO, runs around with their big multi-billion dollar number, they’re chasing? [00:33:09] Jay McBain: What if every single deal looks the exact same? This is a deal with AstraZeneca, A real deal, real customer spending millions of dollars. We know it starts in October, it ends in April. It’s a six month cycle. We see what they read, the MQ ls at the beginning. We see the sales demo moments. We see ISV, but we’ve never had the light blue boxes. [00:33:30] Jay McBain: What if we as a team could overlay the 6.3 partners in this deal? And when you find out a couple things. Here’s where I end. In December, five deals were one, three of them by NTT. The person at NTT probably coaches AstraZeneca’s, you know, kids’ soccer team. They probably have a cottage together at the lake. [00:33:50] Jay McBain: For the last 20 years, if the person at NTT worked at Deloitte, Deloitte would’ve run this deal. But Software One and Yash are both there, so we understand that when they were drawing clouds up on the wall in the boardroom in December, this deal was won and lost there. It was not won and lost at the point of sale. [00:34:09] Jay McBain: So what if you knew more about this and could see every dollar in your tam? You had an early warning system that this was happening. Two things jump out at this now that we’re in Bellevue. AWS was touched twice in this deal, directly in the marketing cycle and the sales cycle. AWS lost this deal. Here’s an example of Microsoft winning a deal with Microsoft never being touched. [00:34:34] Jay McBain: For some reason, NTT who won, who won AWS’s partner of the year a couple years ago led with Microsoft, so did Software one, Microsoft’s biggest reseller in Europe, and as did Yash, they all led with Microsoft and without Microsoft, knowing Microsoft took a multimillion dollar deal away from their competitors by winning in December. [00:34:53] Jay McBain: That’s one. Second. These partners didn’t just show up other than soccer and cottages. They didn’t show up in December. It went closed one in their CRM system. Back in the summer, August, September, we already knew AstraZeneca was in market, spending millions of dollars. We didn’t need them to read an ebook or go to an event to find that out. [00:35:17] Jay McBain: We knew it because it was closed one. They’re spending hundreds of thousands of dollars times five in December to know what to do at the end. This is an early warning system that’s better than any MQL, better than any SQL. And if you could give your company these level of view into their pipeline with an early warning system that I can work with those partners for months before they ever show up at the customer’s boardroom. [00:35:44] Jay McBain: This is it. Talk about 47% winners. This takes you from not only surviving the AI era to being a top five platform winner. Thank you very much. [00:36:01] Vince Menzione: Until next time, we’ll see you in person. Hopefully at our next event.

Jennifer St Pierre is Senior Vice President of Developer Experience and Transformation at Dell Technologies, where she leads the strategy for how Dell's Infrastructure Solutions Group builds, operates, and evolves software.In this session from DX Annual, Jen argues that the biggest challenge in adopting agentic AI is not the technology itself, but the people transition behind it. Drawing on lessons from earlier shifts like Agile, DevOps, and cloud adoption, she explains why organizations that treat AI as a simple tooling rollout may get compliance, but not commitment.Jen outlines five leadership imperatives for navigating the transition: building a shared understanding of why change is happening, defining a clear future state, clarifying how roles will evolve, creating psychological safety for experimentation, and aligning metrics and organizational structures with new ways of working. Throughout the talk, she emphasizes that while AI may generate code, humans remain responsible for direction, judgment, and meaning.Where to find Jennifer St Pierre: • LinkedIn: https://www.linkedin.com/in/jennifer-st-pierre-4935a81In this episode, we cover:(00:00) Intro(00:13) Why every major technology shift is ultimately a people transition(05:00) AI-generated code and the evolving role of software engineers(07:43) The importance of developing a shared understanding(12:00) Defining a clear future state and how engineering roles will evolve(19:12) How psychological safety enables experimentation and honest feedback(22:41) Why metrics and organizational structure must evolve for the age of AI(25:40) Why leaders must drive AI transformation intentionallyReferenced:• Measuring developer productivity with the DX Core 4• Understand team effectiveness 

May was a good month to be a billionaire, as the S&P 500 and Nasdaq climbed by 5% and 8%, respectively, boosting the fortunes of the world's ten richest people to $2.9 trillion combined as of June 1 at 12 a.m. Eastern time. As a group, they're $220 billion richer than they were a month ago. No one had a better May than Larry Ellison, who is back in the top five after adding a staggering $71 billion to his fortune (which is now an estimated $276 billion). For that, Ellison can thank red-hot demand for AI. The software giant he cofounded and runs as chairman and chief technology officer is building multiple gigawatt-scale data centers across the U.S. and, on May 1, announced an agreement with the U.S. Department of War to deploy its AI tools on classified networks for government warfighting, intelligence and enterprise operations. Oracle stock, of which Ellison owns around 40%, climbed 40% in May. Hot on Ellison's heels is Michael Dell, the month's second-biggest gainer after adding $67 billion as the AI boom continues to lift his Dell Technologies, too. The tech giant reported banner earnings on May 28, smashing expectations and disclosing a 757% year-over-year surge in annual AI server revenue—helping drive the stock up 33%, its best trading day ever. In all, Dell stock jumped more than 100% in May. Both Ellison and Dell edge past Meta's Mark Zuckerberg, who drops to No. 7—despite getting $7 billion richer, as shares of the Facebook parent company climbed just 3%, underperforming the broader market and Zuck's billionaire competitors amid huge AI capital expenditures and employee layoffs at Meta. Learn more about your ad choices. Visit megaphone.fm/adchoices

The shifts that the agentic revolution is driving are felt in many areas of technology and Dell Technologies spans some of those that are seeing the greatest upheaval. The 451 Research team was in attendance at the annual Dell Technologies World conference and Brian Partridge, William Fellows, Henry Baltazar and Greg Macatee joined host Eric Hanselman to talk about their perspectives on the conference, agentic advancement and the technology market. Dell has positioned itself as a purveyor of not only the compute infrastructure needed to build the foundation for AI, but also as the custodian of AI's most critical raw material – data. The rapid evolution of agentic applications has created a need for new capabilities that is being complicated by both technology infrastructure demands and geopolitical events. Supply chains are being challenged by increasing demand for storage at a time when silicon pipelines were already under tremendous pressure. All of this is happening as the costs of AI are starting to have a material impact on businesses. Tokenomics, the impact of the cost of producing AI tokens, has taken center stage. More S&P Global Content: Compute sovereignty: The strategic importance of digital infrastructure AI won't solve its own energy problem – and that might be fine AI in action: unleashing agentic potential AI infrastructure results in 2025 top expectations, forecast upgraded   For S&P Global subscribers: Dell Technologies' unified private cloud strategy: IT environments reimagined AI Infrastructure Market Monitor & Forecast Quantum Computing Market Monitor & Forecast Service providers race to meet surging enterprise demand for AI infrastructure Credits: Host/Author: Eric Hanselman Guest: Brian Partridge, William Fellows, Henry Baltazar, Gregg Macatee Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible

Die Wall Street startet nach neuen Rekordständen vorsichtig in den Handelstag, mit Tech weiterhin in der Führung. Nach den robusten Zahlen von Lenovo und Dell Technologies hing die Messlatte für Hewlett Packard Enterprise hoch. Um so beeindruckender, dass das Wachstum und die Aussichten derart stark ausgefallen sind. Die Aktie legt über 30 Prozent zu. Auch Google sorgt für Diskussionen: Es sollen 80 Milliarden US-Dollar in Aktien und Wandelanleihen platziert werden, zur Finanzierung der KI-Infrastruktur. Berkshire Hathaway wird davon im Rahmen einer Privatplatzierung 10 Milliarden US-Dollar übernehmen. Damit wäscht eine weitere Welle an neuen Aktien über die Wall Street, noch vor dem Mega-IPO von SpaceX im weiteren Monatsverlauf. Vor dem Opening fachen positive KI-Nachrichten ebenfalls die Aktien von Nvidia, Marvell, STMicro, Microchip Technology und Tencent weiter an. Konjunkturseitig ist der US-Arbeitsmarktbericht am Freitag besonders wichtig. Im Mai sollen über 90.000 Jobs geschaffen worden sein. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street startet nach neuen Rekordständen vorsichtig in den Handelstag, mit Tech weiterhin in der Führung. Nach den robusten Zahlen von Lenovo und Dell Technologies hing die Messlatte für Hewlett Packard Enterprise hoch. Um so beeindruckender, dass das Wachstum und die Aussichten derart stark ausgefallen sind. Die Aktie legt über 30 Prozent zu. Auch Google sorgt für Diskussionen: Es sollen 80 Milliarden US-Dollar in Aktien und Wandelanleihen platziert werden, zur Finanzierung der KI-Infrastruktur. Berkshire Hathaway wird davon im Rahmen einer Privatplatzierung 10 Milliarden US-Dollar übernehmen. Damit wäscht eine weitere Welle an neuen Aktien über die Wall Street, noch vor dem Mega-IPO von SpaceX im weiteren Monatsverlauf. Vor dem Opening fachen positive KI-Nachrichten ebenfalls die Aktien von Nvidia, Marvell, STMicro, Microchip Technology und Tencent weiter an. Konjunkturseitig ist der US-Arbeitsmarktbericht am Freitag besonders wichtig. Im Mai sollen über 90.000 Jobs geschaffen worden sein. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Michael Monaghan breaks down the two major AI trends: foundation models and agentic AI. He explores why the trends impact Dell Technologies' (DELL) AI server growth, Palantir's (PLTR) unique software capabilities, and Oracle's (ORCL) infrastructure constraints.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Dell Technologies just had its best single session in companyhistory — up 33% after beating earnings and raising full-yearguidance. AI server demand is flooding Dell's infrastructuredivision. Snowflake surged 36.5%. Best Buy up 15.8%.And today I want to have the honest conversation this channelhas needed to have.I am a news guy first. I found the NIO story because it wasone of the most compelling business stories of the decade —a Chinese EV company surviving bankruptcy, rebuilding fromnothing, competing against the world's most advanced automakers— and almost nobody in the English-speaking world was tellingit properly. I opened that window. That's still what thischannel is.But I own Dell. And today was a very good day.The NIO vs Dell comparison isn't a competition — it's aportfolio conversation. A concentrated bet on NIO missesthe AI infrastructure wave. A concentrated bet on Dellmisses the Chinese EV expansion story. The mistake thiscommunity sometimes makes is treating NIO as an identityrather than an investment.You're not a NIO person. You're an investor who has NIOin your portfolio. Those are different things.Bloomberg confirmed a tentative US-Iran deal is beingdiscussed. S&P 500 closed at 7,580 — a new all time record.The Dow crossed 51,000 for the first time in history.Oil slipped on the deal optimism. If this holds — everymacro headwind that's been weighing on growth stocks sinceFebruary starts to reverse. Rate cut expectations return.And the stocks held back by the overhang — including NIO —get re-rated upward.NIO launched its fifth Q2 product today — Onvo L60 pre-saleskicked off at the Shenzhen Auto Show. Official launch June 11.I'm a news guy. I document stories. The Chinese EV storyis one of the most important business stories of the decade.But I own Dell too.

The stock market stays optimistic that a deal is coming between the U.S. and Iran, says Kevin Green. If no deal manifests, he's looking at a price reversal to the upside in crude oil. KG notes 7,600 as a key level of resistance in the S&P 500 (SPX) and explains the rotation back into Palantir (PLTR) after Dell Technologies' (DELL) earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jim Kelleher talks about the massive earnings beat and guidance raise in Dell Technologies' (DELL) report and why agentic AI gets the credit for the surge. He notes Dell's "massive backlog" with products like Nvidia's (NVDA) Vera Rubin and Blackwell AI chips backing the growth picture. Jim also likes the company's growth in its more traditional businesses. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

En Capital Intereconomía repasamos las claves del día y la evolución de los mercados en Asia, Wall Street y Europa en una jornada marcada por el fuerte impulso de la inteligencia artificial y la relajación de las tensiones geopolíticas. Las bolsas asiáticas viven una auténtica fiesta bursátil gracias al tirón de la tecnología, con avances destacados de compañías como Samsung Electronics y LG Electronics. En Wall Street, los principales índices vuelven a marcar máximos históricos impulsados por el optimismo en torno a un posible acuerdo entre Estados Unidos e Irán. Europa apunta también a una apertura alcista ante la reducción de la tensión en Oriente Próximo. En el primer análisis de la mañana, Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza los nuevos récords de Wall Street y se pregunta si el mercado se ha vuelto inmune a la inflación. También pone el foco en el renovado entusiasmo por la inteligencia artificial tras los resultados de compañías como Dell Technologies y Snowflake. Además, analiza el espectacular crecimiento de Anthropic, que supera a OpenAI en valoración y alimenta el debate sobre si el mercado tecnológico está entrando en una nueva fase de euforia comparable a otros grandes ciclos de crecimiento. Repasamos también las principales portadas de la prensa económica nacional e internacional. En la Entrevista Internacional, María Canal, portavoz de la representación de la Comisión Europea en España, explica las principales prioridades de Bruselas en los últimos días: la flexibilización fiscal para los Estados miembros, las ayudas al sector agrícola europeo, la estrategia comunitaria respecto a China y las iniciativas de acción humanitaria impulsadas por la Unión Europea.

Rafael Ojeda, miembro del Comité De Inversiones de Ursus 3 Capital Agencia de Valores sigue de cerca los escenarios de SpaceX, Dell Technologies, NetApp, Autodesk...

Melissa Otto looks ahead to Dell Technologies' (DELL) earnings after Thursday's close as the company hits record highs. She says we're expecting a decent trajectory around numbers, but how the company will guide the second quarter is critical. Melissa also discusses the key factors to look for in Dell's report.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Die Wall Street startet nach dem verlängerten Memorial-Day-Wochenende freundlich in die Handelswoche. Auslöser der guten Stimmung sind Hoffnungen auf eine mögliche Einigung zwischen den USA und Iran, die zu einer Entspannung im Nahen Osten und einer Wiederöffnung der Straße von Hormus führen könnte. Entsprechend geben die Ölpreise deutlich nach, was den Inflationsdruck lindert und die Rally an den Aktienmärkten unterstützt. Der S&P 500 hat inzwischen acht Gewinnwochen in Folge verzeichnet und erneut ein Rekordhoch erreicht. Besonders gefragt bleiben Technologiewerte und KI-Aktien. Positive Impulse kommen unter anderem aus dem Hardware-Sektor nach starken Zahlen von Lenovo sowie anhaltendem Optimismus rund um Nvidia, Anthropic und SpaceX. Die Aktien von AutoZone tendieren trotz der soliden Zahlen schwächer. Uber startet kaum verändert in den Tag, obwohl man versucht, Delivery Hero für 11,6 Mrd. US-Dollar zu übernehmen. Das Gerücht hatte bei der Aktie letzte Woche für Verkausdruck gesorgt. Gleichzeitig bleibt die Erwartung bestehen, dass die US-Notenbank trotz robuster Wirtschaftsdaten vorerst an ihrem Kurs festhält. Im Fokus stehen in dieser Woche vor allem die PCE-Inflationsdaten am Donnerstag sowie zahlreiche Quartalszahlen aus dem Technologie- und Einzelhandelssektor, darunter Dell Technologies, HP Inc., Salesforce, Snowflake und Costco. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

AIMS APAC REIT, Airbnb, Deckers Outdoor, Salesforce, HP, Dell Technologies, Costco, Nvidia, Mapletree Industrial Trust, The Hour Glass, ST Engineering, SGX, Thai Beverage, Disney. AIMS APAC REIT is chasing the AI boom, but can data-centre dreams translate into real investor returns? Hosted by Michelle Martin, this episode explores AIMS APAC REIT's push into digital infrastructure and why industrial landlords are racing to capture AI-driven demand for data centres. Michelle examines why cash-rich companies such as Airbnb and Deckers Outdoor may have a growing advantage in an uncertain economic environment. She unpacks the market's latest acronyms -TACO and NACHO - and what they reveal about investor expectations for trade policy, oil prices and geopolitics. The episode also previews earnings from Salesforce, Dell, HP and Costco, asking whether AI spending is spreading beyond Nvidia into the broader economy. Plus: Japan's record-breaking rally, gains at Mapletree Industrial Trust, The Hour Glass, ST Engineering, SGX and Thai Beverage, and what they signal for the STI's next move.See omnystudio.com/listener for privacy information.

It's been a busy week for the enterprise tech world in Las Vegas as Dell Technologies customers, partners, and channel partners poured into the Venetian Conference Center to hear about the company's latest strategies, products, and predictions for the future of IT.In this episode, Bobby speaks to Jane about what she's learnt during her week at the conference, what some of the big announcements were, and whether her pre-conference predictions were correct.

At the recent HIMSS annual conference, we collaborated with AMD at the Dell Technologies to feature thought leaders in healthcare technology. With this panel we discussed how cutting-edge advancements in Artificial Intelligence (AI) and High-Performance Computing (HPC) are revolutionizing healthcare workflows, driving operational efficiency, and enabling better patient outcomes.Check out our full list of panelists:* Khalid Turk, Chief Healthcare Information Technology Officer | Santa Clara County Health System* Ed Marx, Former CIO and CEO | Marx Advisory* Harini Malik, Global Strategic Biz Dev Head for Healthcare | AMD* Connie W Hebert, MBA, RN-BSN, Healthcare CNO | Dell TechnologiesLearn more about Santa Clara County Health System: https://health.santaclaracounty.gov/homeLearn more about Marx Advisory: https://www.marxadvisory.com/Learn more about AMD: https://www.amd.com/en/solutions/healthcare.htmlLearn more about Dell Technologies: https://dell.com/HealthcareHealthcare IT Community: https://www.healthcareittoday.com

Sztuczna inteligencja zmienia marketing szybciej niż kiedykolwiek wcześniej. Automatyzacja, analiza danych i nowe narzędzia AI otwierają przed firmami ogromne możliwości, ale jednocześnie rodzą pytania o rolę człowieka, bezpieczeństwo danych i przyszłość pracy marketerów.

Welcome to The Daily Wrap Up, an in-depth investigatory show dedicated to bringing you the most relevant independent news, as we see it, from the last 24 hours (5/18/26). As always, take the information discussed in the video below and research it for yourself, and come to your own conclusions. Anyone telling you what the truth is, or claiming they have the answer, is likely leading you astray, for one reason or another. Stay Vigilant. !function(r,u,m,b,l,e){r._Rumble=b,r[b]||(r[b]=function(){(r[b]._=r[b]._||[]).push(arguments);if(r[b]._.length==1){l=u.createElement(m),e=u.getElementsByTagName(m)[0],l.async=1,l.src="https://rumble.com/embedJS/u2q643"+(arguments[1].video?'.'+arguments[1].video:'')+"/?url="+encodeURIComponent(location.href)+"&args="+encodeURIComponent(JSON.stringify([].slice.apply(arguments))),e.parentNode.insertBefore(l,e)}})}(window, document, "script", "Rumble");   Rumble("play", {"video":"v77v2gq","div":"rumble_v77v2gq"}); Source Links (In Chronological Order): (21) Five Times August on X: "MAGA went from expecting Nuremberg trials and sending “the swamp” to Gitmo to just being happy with social media memes and White House generated AI slop." / X (21) The Last American Vagabond on X: "@bennyjohnson Additionally, MAGA only ever existed within those who truly wanted to change the country for the better, however they saw that. The only thing DEAD is the fake MAGA politicians and "new media" grifters who have revealed they do not care about Americans or putting America First." / X (7) The Last American Vagabond on X: "@Supernautiloid No, it is an accurate take about average Americans who were played by the #TwoPartyIllusion and Donald Trump. If you are saying MAGA is the Trump admin and the clowns yelling #WINNING, I bet you too are lost in the false binary. https://t.co/N9ESa5XiIz" / X Debunking the False Binary with the Independent Media Alliance New Tab (7) GRANDPA's FREE ADVICE on X: "

Die Wall Street dreht kurz vor Handelsstart ins Plus. Der Iran soll ein neues Friedensangebot eingereicht haben. Vorbörslich wurde die Wall Street noch durch den Nahostkonflikt belastet, nachdem Drohnenangriffe in der Nähe nuklearer Infrastruktur der Vereinigten Arabischen Emiraten stattgefunden haben. Außerdem erhöht Donald Trump den Druck auf den Iran. Gleichzeitig steigt die Rendite der zehnjährigen US-Staatsanleihen mit rund 4,6 Prozent auf den höchsten Stand seit Anfang 2025. Ein Zeichen wachsender Inflations- und Zinssorgen. Schwache Konjunkturdaten aus China verstärken zusätzlich die Sorge über eine Abschwächung der Weltwirtschaft. Im Fokus stehen heute die Aktien von Baidu, nach besser als erwarteten Quartalszahlen und starkem Wachstum im KI-Cloudgeschäft, Bio-Rad nach Berichten über einen Einstieg des aktivistischen Investors Elliott sowie Tesla, nachdem die Preise für das Model Y erstmals seit zwei Jahren angehoben wurden. Analystenseitig sorgt vor allem die Herabstufung von Applied Materials durch Morgan Stanley für Aufmerksamkeit, obwohl der Konzern zuletzt starke Zahlen geliefert hatte. Positiv aufgenommen werden dagegen höhere Kursziele für Nvidia, CrowdStrike und Dell Technologies, die durch anhaltende Dynamik im KI- und Infrastrukturgeschäft getragen werden. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street dreht kurz vor Handelsstart ins Plus. Der Iran soll ein neues Friedensangebot eingereicht haben. Vorbörslich wurde die Wall Street noch durch den Nahostkonflikt belastet, nachdem Drohnenangriffe in der Nähe nuklearer Infrastruktur der Vereinigten Arabischen Emiraten stattgefunden haben. Außerdem erhöht Donald Trump den Druck auf den Iran. Gleichzeitig steigt die Rendite der zehnjährigen US-Staatsanleihen mit rund 4,6 Prozent auf den höchsten Stand seit Anfang 2025. Ein Zeichen wachsender Inflations- und Zinssorgen. Schwache Konjunkturdaten aus China verstärken zusätzlich die Sorge über eine Abschwächung der Weltwirtschaft. Im Fokus stehen heute die Aktien von Baidu, nach besser als erwarteten Quartalszahlen und starkem Wachstum im KI-Cloudgeschäft, Bio-Rad nach Berichten über einen Einstieg des aktivistischen Investors Elliott sowie Tesla, nachdem die Preise für das Model Y erstmals seit zwei Jahren angehoben wurden. Analystenseitig sorgt vor allem die Herabstufung von Applied Materials durch Morgan Stanley für Aufmerksamkeit, obwohl der Konzern zuletzt starke Zahlen geliefert hatte. Positiv aufgenommen werden dagegen höhere Kursziele für Nvidia, CrowdStrike und Dell Technologies, die durch anhaltende Dynamik im KI- und Infrastrukturgeschäft getragen werden. Ein Podcast - featured by Handelsblatt. ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Dell's CTO built a 4-category agent framework from real production deployments. Most enterprises are ignoring two of the categories that matter most.Full Show NotesEnterprise leaders are mapping AI agents to org charts — building digital employees, agentic teams, AI workers — and then wondering why the results fall short. Dell's Global CTO John Roese has been running agents in production long enough to know exactly why that framing fails, and what to do instead.In this episode, Roese shares a framework Dell developed from actual production deployments, not pilots. It identifies four categories of AI agents defined by two dimensions: how much autonomy you grant the agent, and how complex the underlying process is. Most enterprises are focused on one category. Two of the four are widely overlooked — and they may represent the fastest path to measurable ROI.This is a practical, grounded conversation about where agents are actually delivering value today, how to think about infrastructure cost in the context of agent economics, and why the sequence in which you deploy agents matters as much as which agents you build. If your organization is trying to move from AI experimentation to production, this episode is required listening.3. Chapter titles:[00:00] — Introduction: Dell's dual role as tech vendor and enterprise AI user[01:38] — Why the org chart model for agents fails[03:12] — Decoupling human capacity from work capacity for the first time[04:23] — The two-by-two framework: autonomy vs. process complexity[06:14] — Productivity agents: what most enterprises already have[07:00] — Hygiene agents: the overlooked category that fixes foundational data problems[08:01] — The CRM data example: why every CRM is inaccurate and how agents fix it[10:05] — Latent infrastructure capacity: running agents in GPU white space to cut costs to cents[13:53] — Facilitation agents: removing entropy from complex cross-functional workflows[17:30] — The sequencing insight: hygiene and facilitation as the path to expert agents[19:24] — Why coordination agents aren't agentic bosses — and where human control actually lives[22:21] — Roese's closing advice: become literate, pick a few, get them into production4. Guest BioJohn Roese is the Global Chief Technology Officer and Chief AI Officer at Dell Technologies, where he is responsible for technology strategy, AI deployment, and research and development across the company. He has held senior technology leadership roles at Nortel, Enterasys Networks, Broadcom, and EMC. At Dell, he operates at a rare intersection: leading AI strategy for a major technology vendor while also deploying AI internally at enterprise scale — which means his frameworks are tested against real production constraints, not just market positioning.LinkedIn: linkedin.com/in/johnroeseDell Technologies: dell.comAbout This PodcastAI with Maribel Lopez is a podcast for enterprise technology leaders navigating AI adoption, agentic systems, AI infrastructure, and AI governance. Host Maribel Lopez covers enterprise technology and advises CIOs, CDOs, CMOs, and technology vendors on how to move from AI experimentation to measurable business outcomes. New episodes published bi-weekly.Subscribe on your platform of choice: buzzsprout.com/1947446

Healthcare CIOs are under pressure to deliver faster insights, safer care, and sustainable operations—without adding complexity. In this joint NVIDIA and Dell Technologies panel at HIMSS26, leaders from across the ecosystem explored how imaging, connected devices, and clinical edge AI are converging to transform care delivery.Here's a look at our panel of experts:* Rebecca Woods, Former CIO and Founder & CEO | Bluebird Leaders* Yu Liu, Co-Founder and CTO | Heidi* Dan Schneider, Professional Visualization Solution Specialist | NVIDIA* Sandra Colner, GM Global Healthcare & Life Sciences | Dell TechnologiesLearn more about Bluebird Leaders: https://www.bluebirdleaders.org/Learn more about Heidi: https://www.heidihealth.com/en-usLearn more about NVIDIA: https://www.nvidia.com/en-us/industries/healthcare-life-sciences/Learn more about Dell Technologies: https://dell.com/HealthcareHealthcare IT Community: https://www.healthcareittoday.com/

Preparation is everything when it comes to AI in government.   This week on Feds At the Edge, experts from the Library of Congress, Fortinet Federal, Pryon, Dell Technologies and Data Evolution share practical insights on moving beyond "lift and shift" approaches, selecting the right tools, and ensuring data is truly AI-ready.  From treating AI tools as "perishable as tomatoes" to rethinking legacy data and modern migration strategies, the conversation highlights the importance of strong data foundations, thoughtful implementation, and continuous learning.  Tune in on your favorite podcasting platform for insights on how successful AI adoption depends less on the tools themselves and more on preparation, collaboration, and informed decision-making.            

In part two of this episode, KJ Burke and Jodey Hogeland, Global Technologist at Dell Technologies, explores how modern storage platforms are evolving to meet the demands of AI, automation and hybrid IT environments. From the industry's shift away from “cloud‑first” thinking to the rise of autonomous infrastructure, Jodey shares practical insights on how IT leaders can future‑proof their data foundations without adding complexity. To learn more, visit cdw.ca Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode SummaryBoston's CIO thinks "modernization" is what you say when you've stopped investing. Clark County thinks AI should handle your entire move to a new city. Dell thinks you can't do any of it without clean data. Three takes. One conversation about what government services actually look like when they work.FeaturingSanti Garces is Chief Information Officer at the City of Boston - leading a team that spans user researchers, designers, economists, and policy analysts, and currently building open-source MCP infrastructure to connect AI tools with city services at scale.Bob Leek is Chief Information Officer at Clark County, Nevada - overseeing technology for the 11th largest county in the country, home to Las Vegas, with a strategy centered on helping large diverse communities thrive through people, process, and technology solutions such as AI governance, and drone-assisted emergency response.Carrie Smith is Chief Technology and Innovation Strategist at Dell Technologies - covering the East and tracking modernization trends across state and local government nationwide, with a focus on helping cities start with the right problem instead of the right product.Timestamps(2:00) Boston's AI-powered website search - 400% improvement in positive feedback, built in-house(7:00) Clark County's AI framework - AI as a "how," not a "what," built around four constituent personas(12:00) Dell's field view - why clean data has to come before any AI solution(17:00) Santi's beef with "modernization" - why small, continuous investment beats the big bang approach(20:00) Philadelphia's illegal dumping problem - how a vendor conversation became a drones-as-first-responders pitch(25:00) Clark County drones - 30 to 60 second emergency response combined with ShotSpotter(31:00) Boston's MCP server - building open source infrastructure so AI tools can talk to city services reliably(35:00) The pace problem - Bob on why the universe shifting every 17 days is the CIO's real challenge(39:00) Leadership and resilience - Carrie on stage three breast cancer, Bob on internal promotions, Santi on growing up in ColombiaListen now: YouTube x Apple x SpotifyWhenever you're ready, there are 3 ways you can connect with TechTables:1.

In part one of this episode, Host KJ Burke is joined by Jodey Hogeland, Global Technologist at Dell Technologies, to discuss early containerization foresight, the growing data deletion dilemma in an AI-driven world and how IT leaders are shifting from cost centers to strategic partners at the executive table. This conversation sets the foundation for understanding why infrastructure decisions matter more than ever. To learn more, visit cdw.ca Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pictured attending the Tech Rally at the Dell Technologies Innovate event at Royal Hospital Kilmainham recently were Mark Hopkins, Managing Director, Dell Technologies Ireland, and Alex Rice, Field Product Manager at Dell Technologies Ireland, alongside over 100 technology leaders, industry experts and IT decision-makers who explored how organisations across Ireland are preparing for the next phase of AI-driven transformation. The event also featured Dell's 'Tech Rally Anywhere' showcase, bringing a hands-on experience of the latest devices and technologies shaping the future of work in Ireland. The showcase provided IT leaders with the opportunity to experience Dell's latest AI PCs and latest devices and how they can empower employees in the workplace. With AI continuing to move from concept to practical deployment, discussions throughout the day centred on the importance of building strong digital foundations from modern devices to resilient, secure and scalable infrastructure. Attendees explored how modern devices and emerging technologies are evolving new ways of working. A dedicated showcase area gave the audience the opportunity to experience the latest generation of Dell devices and workplace solutions first-hand, including newly launched AI PCs. The interactive setup demonstrated how advancements in device performance, collaboration tools and connectivity are enabling more flexible and productive ways of working across today's hybrid work environment. With technology decisions now more closely tied to business performance than ever before. Irish organisations are increasingly focused on how they can future-proof their operations, embrace AI responsibly and unlock new opportunities for growth in an increasingly complex digital economy. Speaking at the event, Mark Hopkins, Managing Director at Dell Technologies Ireland, said, "AI is rapidly becoming a key driver of innovation and competitive advantage for organisations across Ireland. As businesses move from experimentation to real-world deployment, the focus is on building the right foundations, from modern devices at the edge to secure, scalable infrastructure, to fully realise its potential. "At Dell Technologies Ireland, we are supporting customers to turn AI ambition into tangible outcomes, helping them innovate faster, operate more efficiently and move forward with confidence in an increasingly data-driven world." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

Michael Dell, chairman and CEO of Dell Technologies, and Darío Gil, US Department of Energy under secretary for science, talk about working together on the build-out of a national AI infrastructure. Dell also comments about Anthropic's dispute with the Pentagon over using AI tools. They speak to Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

⚖️ Budget Boost: A Rare Win for Taxpayers

Enterprise IT spending is projected to reach $4.5 trillion by 2026, but this growth is concentrated in software, cloud services, and AI infrastructure for large organizations, according to HG Insights and Omdia research cited by Dave Sobel. The system integration market is positioned to approach $950 billion in 2025, with enterprises working with an average of 6.3 technology partners. A substantial surge in AI-optimized server sales, as reflected in Dell Technologies' reported 342% year-over-year increase in revenue for those systems, is reshaping supply chains and vendor dynamics, leading to shortages of DRAM, SSDs, and hard drives. Underlying this development are volatile component costs. DRAM prices have doubled quarter over quarter, and both Micron Technologies and Western Digital have indicated they are sold out for 2026. HP reports that RAM now constitutes 35% of new PC materials costs, up dramatically from 18% the previous quarter. Such cost shifts are creating downstream risks for managed service providers (MSPs) with fixed-price agreements, as the economic assumptions underpinning many contracts—stable hardware prices and predictable cloud costs—no longer hold. The episode also highlights an increase in application sprawl and a widening gap between IT budgets and other operational costs. A Torii report shows large enterprises use over 2,191 applications on average, with more than 61% bypassing formal IT approvals, resulting in unmanaged security and compliance exposure. Additionally, 80% of small businesses report rising energy costs that directly compete with IT budget allocations. Industry analysis from Jefferies and Boston Consulting Group signals that AI and automation are not viewed uniformly as productivity boosters and may compress revenue models in both Indian and domestic IT services sectors. The practical implication for MSPs is the urgent need to audit and reprice contracts related to hardware procurement and refresh cycles, clearly documenting and communicating current cost realities with clients. Dave Sobel stresses reframing device lifecycle extensions as a security risk rather than a cost-saving measure and warns against selling clients on speculative AI market projections. The advice is to focus on specific, scoped use cases and to structure agreements that accurately reflect volatility in component costs and the operational burden of application sprawl, ensuring financial and legal accountability as the IT services landscape evolves. 00:00 $4.96T IT Spend Surge Bypasses SMBs as AI Infrastructure Captures Enterprise Budgets 03:58 Dell's $43B AI Server Backlog Triggers DRAM Shortage, Repricing Downstream Hardware 05:52 AI Shrinks IT Services Revenue Model; MSPs Face Contested Implementation Role   This is the Business of Tech.    Supported by:

In this EDUCAUSE episode, leaders from Maricopa Community Colleges, Dell, and NVIDIA break down what's actually broken in higher ed workforce pipelines — and what applied AI can do to fix it.FeaturingJess Evans is the Vice Chancellor and Chief Information Officer at Maricopa Community Colleges — founding member of the National AI Consortium alongside Miami-Dade and Houston Community Colleges, leading AI strategy across 10 colleges and 185,000+ students with one metric driving everything: student employability.Adrienne Garber is the Chief Technology and Innovation Strategist at Dell Technologies for Higher Education — covering 17 states with a decade at Columbia University spanning roles as researcher, faculty member, student, and now strategic vendor partner.Marie Breedlove is a Segment Sales leader at NVIDIA — working across all OEM partners and industries with a front-row view of where agentic AI, physical AI, and robotics are heading and what community colleges can uniquely do with NVIDIA's full-stack platform.Timestamps(1:00) Introductions — Maricopa, Dell & NVIDIA live at EDUCAUSE(2:00) The student who almost skipped Python — and why it matters(7:00) Students in shelters calling into Zoom — the real digital equity problem(13:00) People think AI just happened — NVIDIA's 30-year history in higher ed(17:00) Agentic AI, physical AI, and robotics — what community colleges must prepare for(24:00) Reducing FUD across 10 colleges — Maricopa's AI Resource Center(33:00) Under $100 a credit hour, zero debt, job-ready — the community college case(38:00) Maricopa students running a real SOC for Homeland Security(40:00) Empathy across the aisle — researcher, vendor, teacher, and student in one person(45:00) The National AI Consortium February conference — come to MiamiListen now: YouTube x Apple x SpotifyWhenever you're ready, there are 3 ways you can connect with TechTables:1.

For episode 682 of the BlockHash Podcast, host Brandon Zemp is joined by Sydney Huang, Founder of HumanAPI at ETHDenver. Sydney Huang is the Founder of Human API and CEO of Eclipse, where she leads product and strategy for AI-native infrastructure. She launched Turbo Tap, scaling it to 300K users, 50K DAU, and 22B+ in-game transactions, and has held product roles across Web3 projects including DeGods, y00ts, and Unstoppable Domains. Previously, she worked in M&A and Venture Capital at Dell Technologies and is a Babson College graduate.

Ready to churn less and win more?

What actually happens when AI stops being a cloud-only experiment and starts running on desks, in labs, and inside real teams trying to ship real work? In this episode, I sit down with Logan Lawler, Senior Director at Dell Technologies, to unpack how AI workloads are really being built and supported on the ground today. Logan leads Dell's Precision and Pro Max AI Solutions business and hosts Dell's own Reshaping Workflows podcast, giving him a rare vantage point into how engineers, developers, creatives, and data teams are actually working, not how marketing slides suggest they should be. We start by cutting through the noise around AI PCs. At every conference stage, Logan breaks down what genuinely matters when choosing hardware for AI work. CPUs, GPUs, NPUs, memory, and software stacks all play different roles, and misunderstanding those roles often leads teams to overspend or underspec. Logan explains why all AI workstations qualify as AI PCs, but not all AI PCs are suitable for serious AI work, and why GPUs remain central for anyone doing real model development, fine-tuning, or inference at scale. From there, the conversation shifts to a broader architectural rethink. As AI workloads grow heavier and data sensitivity increases, many organizations are reconsidering where compute should live. Logan shares how GPU-powered Dell workstations, storage-rich environments, and hybrid cloud setups are giving teams more control over performance, cost, and data. We explore why local compute is becoming attractive again, how modern GPUs now rival small server setups, and why hybrid workflows, local for development and cloud for deployment, are becoming the default rather than the exception. One of the most compelling parts of the discussion comes when Logan connects hardware choices back to business reality. Drawing on real-world examples, he explains how teams use local AI environments to move faster, reduce cloud costs, and avoid getting locked into architectures that are hard to unwind later. This is not about abandoning the cloud, but about being intentional from the start, mainly as AI usage spreads beyond developers into marketing, operations, and everyday business roles. We also step back to reflect on a deeper challenge. As AI becomes easier to use, what happens to critical thinking, curiosity, and learning? Logan shares a candid perspective, shaped by his experiences as a parent, technologist, and podcast host, raising questions about how tools should support rather than replace thinking. If you are trying to make sense of AI PCs, local versus cloud compute, or how teams are really reshaping workflows with AI hardware today, this conversation offers grounded insight from someone living at the center of it. Are we designing systems that genuinely empower people to think better and build faster, or are we sleepwalking into decisions we will regret later? How do you want your own AI workflow to evolve? Useful Links TLDR AI newsletter and the Neurons. The Reshaping Workflows podcast Connect with Logan Lawler Follow Dell Technologies on LinkedIn

This week we talk about social networks, propaganda, and Oracle.We also discuss foreign adversaries, ByteDance, and X.Recommended Book: Rewiring Democracy by Bruce Schneier and Nathan E. SandersTranscriptIn 2021, TikTok, a short-form video platform that's ostensibly also a social network, though which leans heavily toward consuming content over socializing, was ranked the most popular website by internet services company Cloudflare, beating out all the other big tech players, including search engine juggernaut, Google.It was a neck and neck sort of thing, with Google taking the lead some days that year, but 2021 was definitely TikTok's time to shine, as it was already popular with young people and was starting to become popular with the general public, of all ages and across a huge swathe of the planet. It even beat Facebook as the most popular social media website that year, despite, again, being mostly about consuming content rather than interacting—that was actually a prime motivator for Meta, which owns Facebook and Instagram, to redirect its own apps in a similar direction, shifting its focus from communication and interaction between users toward the creation of binge-able content, and feeding users more of that content in a feed optimized for time-losing levels of consumption.2021 was also the first full year that TikTok was coming under scrutiny from the US government. In the preceding year, 2020, then first-term president Donald Trump said he was considering banning the app because it was becoming so popular, with young people in particular, and because it was owned by a Chinese company, ByteDance it represented a potential national security threat.So the idea was that because Chinese companies are forced, by their very nature, to do what the Chinese government tells them—that's just how things work over there—and to do so on the down-low if that's what the governments demands, and to lie about having to do what the government tells them to do, if the government tells them to thus lie, it doesn't matter that ByteDance's leadership swore up and down to the world that the company will never use its popularity, and the data it soaks up from all its users as a result of that popularity, to help the Chinese government, the Chinese military, or Chinese intelligence services.It of course will have to do that, and if it doesn't, its leaders could be black-bagged and disappeared in the night—because again, that's just how things work over there. So the Trump administration decided to make TikTok a sort of bogeyman, representing Chinese companies in general, and to some degree the presence of China in the US and throughout the Western world, and said, nope, we're not gonna let this thing continue to operate over here.It's worth remembering, too, that by 2021 the world was enmeshed in the COVID-19 pandemic, which originated in China, and which Trump and his administration were ardently attempting to tie to the Chinese government—calling Covid the Chinese Flu, and even worse things, as part of that effort.So this move against TikTok and its parent company, while based on genuine concerns about the ownership of the company and how and where the data being collected by said company is handled, it should also be seen as a political maneuver, allowing Trump, during the 2020 election run-up, to look like he was taking a big stand against a big foreign threat, China.What I'd like to talk about today is a deal that was proposed way back then by the Trump administration, as a potential way out for TikTok and ByteDance, allowing it to continue operating in the US despite threats to shut it down, now that said deal, or a version of it, seems to have finally come to fruition—and what we know about the shape of the resulting new, US-based version of TikTok.—On January 18, 2025, TikTok stopped worked in the US. It voluntarily suspended all services in the country in the lead-up to the implementation of the Protecting Americans from Foreign Adversary Controlled Applications Act, which was passed by the US congress and signed into law by then-president Joe Biden in April of 2024. This law gave social networking services controlled by ‘foreign adversaries' 270 days, with the possibility of a 90-day extension, to divest themselves so that they're no longer considered foreign adversary-owned.This law was almost exclusively aimed at TikTok, and the idea was that TikTok, in the US, would no longer be able to legally function following that deadline if it was still owned by China, which for the purposes of this law has been labeled a foreign adversary.ByteDance could keep TikTok in the US going if it sold a majority, controlling stake of its US-based assets to non-adversary owners, but otherwise it would have to shut down.Interestingly, though Trump was the original source of concerns about TikTok and its Chinese ownership during his first administration, when he stepped back into office in January 2025, he signed a new executive order that delayed the enforcement of this Biden-signed law, and then delayed it still-further, three more times after that, saying that he wanted to give American investors the time to negotiate controlling interest of US TikTok, rather than banning it.Those efforts eventually bore fruit in the shape of a new controlling entity called TikTok USDS Joint Venture LLC, which is made up of a bunch of non-Chinese investment entities, including US software behemoth Oracle, an Emirati investment firm called MGX, a US investment firm called Silver Lake, and a personal investment company owned by Michael Dell, the founder of Dell Technologies. There are other, smaller investors also involved, but the red thread that runs through almost all of them is that they're big Trump supporters and funders, funneling a lot of money into Trump's campaigns, and his family businesses.So six years after the initial legal salvo was fired at TikTok in the US, the local assets are now controlled by non-Chinese investors, though the original Chinese owner, ByteDance, still owns just under 20%, compared to about 15% apiece for Oracle, MGX, and Silver Lake.The new company's board is majority-run by those investors, too, which means it's majority-run by ardent Trump supporters. We don't yet know what effect this will have on content within the app, but under full Chinese ownership, topics related to democracy, Tianamen Square, and the LGBTQ community, among others, were significantly downgraded in the algorithm, ensuring they were seldom shown to anyone, which in turn disincentivized content that those owners didn't like while incentivizing content that was pro-China, and pro-Chinese government priorities.It's considered to be likely, by analysts who watch these sorts of maneuverings, that the same will be true of this new entity, but for and against subject matter that the Trump administration is for and against. Which raises the possibility that the new US TikTok, while superficially the same as the previous US TikTok, will slowly go the way X, formerly Twitter, has gone under Elon Musk, which was dramatically pushed in a new direction under its own owner, focusing on his political and ideological priorities and punishing users who spoke against those priorities.TikTok could become more or less an extension of the Trump-verse, in other words, and could thus become something more akin to Trump's own network, Truth Social, or other right-leaning and far-right social networks, like conservative YouTube-clone, Rumble, rather than something less ideological, or maybe I should say less overtly politically ideological, like Meta's Facebook, Threads, and Instagram.Users have already noticed some changes to US TikTok after the change in ownership, though, including what sorts of data are collected.TikTok's new privacy policy, which all users have to agree to before using the app, now that the platform has changed hands, says that TikTok will be using precise location tracking, keeping tabs on exactly where users are located via their device's GPS. That's compared to the app's previous approximate location-tracking effort, which used SIM card and IP address data to understand general proximity—it still uses that data, too, but now, rather than knowing what neighborhood you're probably in, it may also know what room in your house you're scrolling from.The new US TikTok also tracks users' interactions with AI tools, including their prompts, outputs, and metadata attached to said interactions, which includes details about where users are when they're using such tools, and what time they used them.They also collect gobs of marketing data from outside sources, and based on the users' activity within the app. So things you buy, websites and other apps you visit and use, and conversations you have will all be sucked up and agglomerated into a profile that's then used to show you targeted advertising. This isn't unique to US TikTok, but the company does seem to intend to make use of more such data, and to combine it with that other stuff it's now collecting, to increase the price it can charge for ads, because they'll be a lot more specifically targeted than before.Some users are beginning to comb through the new user agreement with a fine-toothed comb, noticing, in addition to those aforementioned major changes, that the company also reserves the right to collect information about your physical and mental health, to use identifying information in the videos and images you might share, and information gleaned from people and their identifying characteristics in images and videos, and to collect biometric data, which usually means eyes and faces and walking gate and things like that, to differentiate and track people across such content. They can keep tabs on your sex life, sexual orientation and gender, your drug usage, your ethnic and racial origins, your citizenship and immigration status, your financial situation and information—all sorts of stuff is collected, and they say in the privacy policy and user agreement that they intend to do gather and store and cross-reference this kind of information whenever possible.Again, much of this isn't novel, as social platforms are gobbling up all sorts of stuff about their users all the time, mostly to refine their ad placements because that allows them to charge advertisers more for better-targeted placements, over time.That said, because of the nature of the group that now owns US TikTok and which is making executive decisions about it, including, potentially, how this data is shared, including with the US government and its many agencies, there's a chance we might see an exodus of sorts from the still younger-than-average user base of this network, because there is a nonzero chance it could become a tool in the Trump administration's utility belt for tracking down people they don't like and spreading messages that are favorable to them and their ideological aims; so basically what was happening under the previous ownership, but for the current US administration's priorities, rather than those of the Chinese government.Show Noteshttps://www.nbcnews.com/tech/tech-news/tiktok-surpasses-google-popular-website-year-new-data-suggests-rcna9648https://www.nytimes.com/2026/01/22/technology/tiktok-deal-oracle-bytedance-china-us.htmlhttps://www.wired.com/story/tiktok-new-privacy-policy/https://archive.is/20260123005655/https://www.bloomberg.com/news/articles/2026-01-23/tiktok-seals-deal-to-create-us-venture-with-oracle-silver-lakehttps://www.axios.com/2026/01/23/tiktok-deal-trump-app-banhttps://www.theverge.com/tech/866868/tiktok-usds-new-owners-algorithm-explainedhttps://www.politico.com/news/2026/01/22/5-things-to-know-about-the-tiktok-deal-00743316https://www.nytimes.com/2026/01/23/business/media/tiktok-us-terms-conditions.htmlhttps://en.wikipedia.org/wiki/TikTokhttps://en.wikipedia.org/wiki/Donald_Trump%E2%80%93TikTok_controversyhttps://en.wikipedia.org/wiki/Efforts_to_ban_TikTok_in_the_United_Stateshttps://en.wikipedia.org/wiki/Protecting_Americans_from_Foreign_Adversary_Controlled_Applications_Act This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Winter brings cold and flu season—and when symptoms first appear, it can be hard to tell which one you've got. Fortunately, early signs can offer helpful clues, so you can take the right steps quickly. https://www.webmd.com/cold-and-flu/is-it-cold-flu During the holidays especially, people feel a heightened need for connection. Yet many of us struggle with the social skills that make connection possible—skills like how to be a great conversationalist, how to apologize well, how to end a conversation gracefully, or how to sit with someone who's suffering. These are the abilities that help us truly see one another. Here to offer insight is David Brooks, New York Times op-ed columnist, contributor to The Atlantic, regular commentator on the PBS Newshour, and author of How To Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen (https://amzn.to/483ge1N). Humans and dogs have lived side-by-side for thousands of years, forming a bond that seems to benefit both. But why does this relationship work so well? Why do so many people say their dog improves their mental and emotional well-being? Jen Golbeck understands this bond better than most. Her writing has appeared in Slate, The Atlantic, Psychology Today, and Wired. She and her husband rescue senior and medically fragile golden retrievers, and she's author of The Purest Bond: Understanding the Human–Canine Connection (https://amzn.to/3TeMhre). If you've ever wondered what your dog thinks of you, you'll want to hear this. Does putting a wet phone in a bowl of rice actually save it? It might—but there's an even better method that increases your chances of rescuing your device. https://gizmodo.com/how-to-rescue-wet-gadgets-5951415 PLEASE SUPPORT OUR SPONSORS! AURA FRAMES: Visit ⁠⁠⁠⁠https://AuraFrames.com⁠⁠⁠⁠ and get $45 off Aura's best selling Carver Mat frames by using promo code SOMETHING at checkout. INDEED: Get a $75 sponsored job credit to get your jobs more visibility at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Indeed.com/SOMETHING⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ right now! DAVID GREENE IS OBSESSED: We love the "David Greene Is Obsessed" podcast! Listen at ⁠⁠ https://link.mgln.ai/SYSK⁠⁠ or wherever you get your podcasts. QUINCE: Give and get timeless holiday staples that last this season with Quince.  Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Quince.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365 day returns! DELL: It's time for Cyber Monday at Dell Technologies. Save big on PCs like the Dell 16 Plus featuring Intel® Core™ Ultra processors. Shop now at: ⁠⁠⁠⁠⁠⁠⁠ https://Dell.com/deals ⁠⁠⁠⁠⁠⁠⁠ AG1: Head to ⁠⁠⁠⁠⁠⁠⁠https://DrinkAG1.com/SYSK ⁠⁠⁠⁠⁠⁠⁠ to get a FREE Welcome Kit with an AG1 Flavor Sampler and a bottle of Vitamin D3 plus K2, when you first subscribe!  NOTION: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Notion brings all your notes, docs, and projects into one connected space that just works . It's seamless, flexible, powerful, and actually fun to use! Try Notion, now with Notion Agent, at: ⁠⁠⁠⁠⁠⁠⁠https://notion.com/something⁠⁠⁠⁠⁠⁠⁠ PLANET VISIONARIES: In partnership with Rolex's Perpetual Planet Initiative, this… is Planet Visionaries. Listen or watch on Apple, Spotify, YouTube, or wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

If you're having a rough day, there's one oddly specific body part you can wash that appears to boost your mood—even though the science behind it makes little sense. https://pubmed.ncbi.nlm.nih.gov/21707206/ When it comes to communicating, influencing, or connecting with others, some words are far more powerful than others. Jonah Berger, marketing professor at the Wharton School of the University of Pennsylvania and author of Magic Words: What to Say to Get Your Way (https://amzn.to/3FctHIE), explains how small shifts in language can drastically change how people respond. Can someone be sick and healthy at the same time? According to Tamen Jadad-Garcia, coauthor of Healthy No Matter What: How Humans are Hardwired to Adapt (https://amzn.to/3L1POoR), the answer is yes. She reveals how adaptation shapes our definition of health and how anyone can improve their health and longevity by changing the way they perceive it. Want to sleep better tonight? There's a surprisingly simple trick that can dramatically improve the quality of your sleep. https://www.besthealthmag.ca/list/6-ways-to-improve-your-sleep-hygiene/?slide=2#0QEJXJSRL7wAxmyT.97 PLEASE SUPPORT OUR SPONSORS! AURA FRAMES: Visit ⁠⁠⁠⁠https://AuraFrames.com⁠⁠⁠⁠ and get $45 off Aura's best selling Carver Mat frames by using promo code SOMETHING at checkout. INDEED: Get a $75 sponsored job credit to get your jobs more visibility at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Indeed.com/SOMETHING⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ right now! DAVID GREENE IS OBSESSED: We love the "David Greene Is Obsessed" podcast! Listen at ⁠⁠ https://link.mgln.ai/SYSK⁠⁠ or wherever you get your podcasts. QUINCE: Give and get timeless holiday staples that last this season with Quince.  Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Quince.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365 day returns! DELL: It's time for Cyber Monday at Dell Technologies. Save big on PCs like the Dell 16 Plus featuring Intel® Core™ Ultra processors. Shop now at: ⁠⁠⁠⁠⁠⁠⁠ https://Dell.com/deals ⁠⁠⁠⁠⁠⁠⁠ AG1: Head to ⁠⁠⁠⁠⁠⁠⁠https://DrinkAG1.com/SYSK ⁠⁠⁠⁠⁠⁠⁠ to get a FREE Welcome Kit with an AG1 Flavor Sampler and a bottle of Vitamin D3 plus K2, when you first subscribe!  NOTION: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Notion brings all your notes, docs, and projects into one connected space that just works . It's seamless, flexible, powerful, and actually fun to use! Try Notion, now with Notion Agent, at: ⁠⁠⁠⁠⁠⁠⁠https://notion.com/something⁠⁠⁠⁠⁠⁠⁠ PLANET VISIONARIES: In partnership with Rolex's Perpetual Planet Initiative, this… is Planet Visionaries. Listen or watch on Apple, Spotify, YouTube, or wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Eggnog is one of the strangest holiday traditions we have — a creamy mix of eggs, milk, spices, and often a splash of rum. Yet people look forward to it every December. Where did this unusual drink come from, and how did it become tied so closely to Christmas? We start with the surprising history behind this centuries-old holiday concoction. Source: https://time.com/3957265/history-of-eggnog/ Chances are you have a favorite Christmas movie — White Christmas, It's a Wonderful Life, A Christmas Story, Home Alone, or one of dozens of others that seem to define the season. Film historian Jeremy Arnold, in collaboration with Turner Classic Movies, has chronicled the backstories behind 30 beloved holiday films. He joins me to reveal the little-known details, production tales, and cultural trivia that shaped some of the most iconic Christmas movies ever made. He is author of Christmas in the Movies: 30 Classics To Celebrate the Season (https://amzn.to/3GzDZ3S). If you feel stuffed-up, sneezy, or irritated during the holidays, your Christmas tree may be the culprit. Real trees can carry mold spores and other irritants that trigger allergy-like symptoms. We explore why this happens and what you can do to minimize the problem — without giving up the tree. Source: https://www.entandallergyspecialists.com/uncategorized/can-christmas-trees-cause-allergy-symptoms/ PLEASE SUPPORT OUR SPONSORS! AURA FRAMES: Visit ⁠⁠⁠⁠https://AuraFrames.com⁠⁠⁠⁠ and get $45 off Aura's best selling Carver Mat frames by using promo code SOMETHING at checkout. INDEED: Get a $75 sponsored job credit to get your jobs more visibility at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Indeed.com/SOMETHING⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ right now! DAVID GREENE IS OBSESSED: We love the "David Greene Is Obsessed" podcast! Listen at ⁠⁠ https://link.mgln.ai/SYSK⁠⁠ or wherever you get your podcasts. QUINCE: Give and get timeless holiday staples that last this season with Quince.  Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Quince.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365 day returns! DELL: It's time for Cyber Monday at Dell Technologies. Save big on PCs like the Dell 16 Plus featuring Intel® Core™ Ultra processors. Shop now at: ⁠⁠⁠⁠⁠⁠⁠ https://Dell.com/deals ⁠⁠⁠⁠⁠⁠⁠ AG1: Head to ⁠⁠⁠⁠⁠⁠⁠https://DrinkAG1.com/SYSK ⁠⁠⁠⁠⁠⁠⁠ to get a FREE Welcome Kit with an AG1 Flavor Sampler and a bottle of Vitamin D3 plus K2, when you first subscribe!  NOTION: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Notion brings all your notes, docs, and projects into one connected space that just works . It's seamless, flexible, powerful, and actually fun to use! Try Notion, now with Notion Agent, at: ⁠⁠⁠⁠⁠⁠⁠https://notion.com/something⁠⁠⁠⁠⁠⁠⁠ PLANET VISIONARIES: In partnership with Rolex's Perpetual Planet Initiative, this… is Planet Visionaries. Listen or watch on Apple, Spotify, YouTube, or wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

A yawn spreads quickly. You see someone yawn, you think about yawning, or you even read the word “yawn”—and suddenly you're doing it too. This episode begins by looking at why yawning is so contagious, what theories actually hold up, and what science still can't explain. https://www.livescience.com/human-behavior/why-is-yawning-contagious A Christmas tree seems like such a natural part of the holiday season, but the tradition behind it is rich, surprising, and deeply woven into American history. Why an evergreen? Where did the practice originate? How do they select the giant tree for Rockefeller Center every year? Here to explain the story and the symbolism behind the Christmas tree is Trent Preszler, professor of Applied Economics and Management at Cornell University and author of the book Evergreen: The Trees That Shaped America. (https://amzn.to/43NUVSj). Dining out today is nothing like it was just a few years ago. Prices are higher, tipping culture has shifted, customer expectations are changing, and restaurants face tighter margins than ever. Adam Reiner joins me with a behind-the-scenes look at what's really happening in the industry and offers practical advice for getting the best experience when you eat out. Adam is a food writer whose work has appeared in Bon Appétit, Food & Wine, and New York Magazine, and he's author of The New Rules of Dining Out (https://amzn.to/3Xhg0kf). You would think eating food should satisfy you—yet some foods do the opposite. Highly processed foods digest so quickly and trigger such different responses in your body that they can actually leave you hungrier. I explain what the science shows and why these foods can lead to overeating. https://www.nih.gov/news-events/nih-research-matters/eating-highly-processed-foods-linked-weight-gain PLEASE SUPPORT OUR SPONSORS! AURA FRAMES: Visit ⁠⁠⁠https://AuraFrames.com⁠⁠⁠ and get $45 off Aura's best selling Carver Mat frames by using promo code SOMETHING at checkout. INDEED: Get a $75 sponsored job credit to get your jobs more visibility at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Indeed.com/SOMETHING⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ right now! DAVID GREENE IS OBSESSED: We love the "David Greene Is Obsessed" podcast! Listen at ⁠ https://link.mgln.ai/SYSK⁠ or wherever you get your podcasts. QUINCE: Give and get timeless holiday staples that last this season with Quince.  Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Quince.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365 day returns! DELL: It's time for Cyber Monday at Dell Technologies. Save big on PCs like the Dell 16 Plus featuring Intel® Core™ Ultra processors. Shop now at: ⁠⁠⁠⁠⁠⁠ https://Dell.com/deals ⁠⁠⁠⁠⁠⁠ AG1: Head to ⁠⁠⁠⁠⁠⁠https://DrinkAG1.com/SYSK ⁠⁠⁠⁠⁠⁠ to get a FREE Welcome Kit with an AG1 Flavor Sampler and a bottle of Vitamin D3 plus K2, when you first subscribe!  NOTION: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Notion brings all your notes, docs, and projects into one connected space that just works . It's seamless, flexible, powerful, and actually fun to use! Try Notion, now with Notion Agent, at: ⁠⁠⁠⁠⁠⁠https://notion.com/something⁠⁠⁠⁠⁠⁠ PLANET VISIONARIES: In partnership with Rolex's Perpetual Planet Initiative, this… is Planet Visionaries. Listen or watch on Apple, Spotify, YouTube, or wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Who doesn't love the smell of a fresh Christmas tree? That unmistakable pine scent isn't just nostalgic — it may actually have measurable benefits. We start this episode with a look at why the aroma of pine can lift your mood, help you relax, and enhance your holiday season. Source: https://www.foxnews.com/health/the-healing-power-of-pine Audiences are remarkable. Whether it's a play, a movie, or a concert, something special happens when people gather — a shared energy that shapes how we feel and how performers respond. But how did audiences become “a thing”? Why do we applaud? And how did we learn the unspoken rules of audience behavior? Theatre historian Robert Viagas, Editor-in-Chief of Encore Monthly and longtime Playbill veteran, joins me to explore the fascinating evolution of audiences. He's author of Right This Way: A History of the Audience. (https://amzn.to/46F8lOS) We love certainty — confident leaders, clear answers, and firm decisions. Yet uncertainty can be surprisingly powerful. Journalist Maggie Jackson explains how not knowing can spark curiosity, deepen thinking, and ultimately lead to better choices. Her work has appeared in The New York Times, Business Week, Vanity Fair, and Wired.com. She's the author of Uncertain: The Wisdom and Wonder of Being Unsure. (https://amzn.to/3Gli42b) Want to get more done in less time? We wrap up with three simple but highly effective productivity techniques from expert Don Wetmore that can help streamline your day and boost your efficiency. Source: https://productivity-institute.com/ PLEASE SUPPORT OUR SPONSORS! AURA FRAMES: Visit ⁠⁠⁠https://AuraFrames.com⁠⁠⁠ and get $45 off Aura's best selling Carver Mat frames by using promo code SOMETHING at checkout. DAVID GREENE IS OBSESSED: We love the "David Greene Is Obsessed" podcast! Listen at ⁠ https://link.mgln.ai/SYSK⁠ or wherever you get your podcasts. QUINCE: Give and get timeless holiday staples that last this season with Quince.  Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Quince.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365 day returns! DELL: It's time for Cyber Monday at Dell Technologies. Save big on PCs like the Dell 16 Plus featuring Intel® Core™ Ultra processors. Shop now at: ⁠⁠⁠⁠⁠⁠ https://Dell.com/deals ⁠⁠⁠⁠⁠⁠ AG1: Head to ⁠⁠⁠⁠⁠⁠https://DrinkAG1.com/SYSK ⁠⁠⁠⁠⁠⁠ to get a FREE Welcome Kit with an AG1 Flavor Sampler and a bottle of Vitamin D3 plus K2, when you first subscribe!  NOTION: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Notion brings all your notes, docs, and projects into one connected space that just works . It's seamless, flexible, powerful, and actually fun to use! Try Notion, now with Notion Agent, at: ⁠⁠⁠⁠⁠⁠https://notion.com/something⁠⁠⁠⁠⁠⁠ PLANET VISIONARIES: In partnership with Rolex's Perpetual Planet Initiative, this… is Planet Visionaries. Listen or watch on Apple, Spotify, YouTube, or wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

When you're asked to “sign in blue or black ink,” is that actually the law — or just an outdated rule we all obey? We begin with the surprising truth about which ink colors really matter when you're signing checks, contracts, or legal documents. Source: https://www.investopedia.com/articles/personal-finance/061314/dont-sign-legal-pitfalls-signatures.asp Why are humans endlessly fascinated by aliens? For thousands of years, every culture has looked to the sky and wondered who—or what—might be out there. Today, that fascination fuels movies, conspiracy theories, and serious scientific searches for extraterrestrial life. Science journalist Becky Ferreira, contributor to NPR's Science Friday, The New York Times, Wired, and Popular Science, joins me to explain why our obsession runs so deep. She's the author of First Contact: The Story Of Our Obsession with Aliens.(https://amzn.to/43HzgLp). Loneliness is rising, especially during the holidays. And the science is clear — friendships and social ties aren't just emotionally important; they directly affect your longevity, immune system, and overall health. Ken Stern, founder of the Longevity Project, former CEO of NPR, and author of Healthy to 100: How Strong Social Ties Lead to Long Lives (https://amzn.to/4ranyTB) , reveals why social connection is essential and how to build it, even if it feels hard. Finally, is sitting with your legs crossed actually bad for you? You've probably heard it causes varicose veins or circulatory issues — but is that true? We share what a top vascular surgeon says about the real risks (and the myths). Source: https://www.medicaldaily.com/no-sitting-your-legs-crossed-wont-harm-you-heres-how-seated-posture-affecting-your-357926 PLEASE SUPPORT OUR SPONSORS! AURA FRAMES: Visit ⁠⁠⁠https://AuraFrames.com⁠⁠⁠ and get $45 off Aura's best selling Carver Mat frames by using promo code SOMETHING at checkout. DAVID GREENE IS OBSESSED: We love the "David Greene Is Obsessed" podcast! Listen at ⁠ https://link.mgln.ai/SYSK⁠ or wherever you get your podcasts. QUINCE: Give and get timeless holiday staples that last this season with Quince.  Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Quince.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365 day returns! DELL: It's time for Cyber Monday at Dell Technologies. Save big on PCs like the Dell 16 Plus featuring Intel® Core™ Ultra processors. Shop now at: ⁠⁠⁠⁠⁠⁠ https://Dell.com/deals ⁠⁠⁠⁠⁠⁠ AG1: Head to ⁠⁠⁠⁠⁠⁠https://DrinkAG1.com/SYSK ⁠⁠⁠⁠⁠⁠ to get a FREE Welcome Kit with an AG1 Flavor Sampler and a bottle of Vitamin D3 plus K2, when you first subscribe!  NOTION: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Notion brings all your notes, docs, and projects into one connected space that just works . It's seamless, flexible, powerful, and actually fun to use! Try Notion, now with Notion Agent, at: ⁠⁠⁠⁠⁠⁠https://notion.com/something⁠⁠⁠⁠⁠⁠ PLANET VISIONARIES: In partnership with Rolex's Perpetual Planet Initiative, this… is Planet Visionaries. Listen or watch on Apple, Spotify, YouTube, or wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

There was a time when the office Christmas party was the highlight of the corporate year — big budgets, elaborate celebrations, and stories that still get whispered decades later. But how did this tradition start? Who decided employers should host a holiday bash in the first place? This special holiday bonus episode looks at the surprising origins of the office Christmas party and why it evolved into the event it is today - usually a bit tamer and more subdued. That's what we explore as we kick off this special holiday bonus episode. https://www.ncnewsonline.com/archives/workplace-the-wild-history-of-holiday-office-parties/article_4895ce64-538c-59ce-810f-1f37fa71b816.html Every holiday season, people shoot hours of video — and most of it ends up dull, shaky, or misses the magic entirely. Yet your phone has the power to capture truly great moments if you know a few simple techniques. Steve Stockman joins me to explain how to get crisp, compelling holiday video using equipment you already own. Steve has directed hundreds of TV commercials and shows and created the popular video course and bestselling book, How To Shoot Video That Doesn't Suck (https://amzn.to/46Q7E5y). Steve's video course: https://stevestockman.com/ And if holiday shopping leaves you exhausted before you ever set foot in a store, it might not be the crowds — it's the parking. You'll hear a simple strategy that makes finding a spot much less stressful so the whole trip is more enjoyable. https://www.wsj.com/articles/SB10001424052970204026804577098451316357124 PLEASE SUPPORT OUR SPONSORS AURA FRAMES: Visit ⁠⁠⁠https://AuraFrames.com⁠⁠⁠ and get $45 off Aura's best selling Carver Mat frames by using promo code SOMETHING at checkout. DAVID GREENE IS OBSESSED: We love the "David Greene Is Obsessed" podcast! Listen at ⁠ https://link.mgln.ai/SYSK⁠ or wherever you get your podcasts. QUINCE: Give and get timeless holiday staples that last this season with Quince.  Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Quince.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365 day returns! DELL: It's time for Cyber Monday at Dell Technologies. Save big on PCs like the Dell 16 Plus featuring Intel® Core™ Ultra processors. Shop now at: ⁠⁠⁠⁠⁠⁠ https://Dell.com/deals ⁠⁠⁠⁠⁠⁠ AG1: Head to ⁠⁠⁠⁠⁠⁠https://DrinkAG1.com/SYSK ⁠⁠⁠⁠⁠⁠ to get a FREE Welcome Kit with an AG1 Flavor Sampler and a bottle of Vitamin D3 plus K2, when you first subscribe!  NOTION: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Notion brings all your notes, docs, and projects into one connected space that just works . It's seamless, flexible, powerful, and actually fun to use! Try Notion, now with Notion Agent, at: ⁠⁠⁠⁠⁠⁠https://notion.com/something⁠⁠⁠⁠⁠⁠ PLANET VISIONARIES: In partnership with Rolex's Perpetual Planet Initiative, this… is Planet Visionaries. Listen or watch on Apple, Spotify, YouTube, or wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices