Podcasts about Enterprise software

Send us Fan MailThis week's enterprise software developments continued to emphasize AI-driven automation, cloud partnerships, and operational intelligence across the enterprise. HUMAN Security expanded its agentic visibility capabilities for marketing and commerce teams, while Iterable introduced a new AI agent and Xactly launched a dispute management AI agent to automate finance workflows. SAP and Google Cloud announced deeper integrations, Appian unveiled new platform features alongside a partnership with Snowflake, and IBM introduced an AI-first development partner to accelerate enterprise application delivery. Additional announcements included Oracle NetSuite's SuiteCloud Agent Skills offering, the latest release of Precisely EngageOne RapidCX, Treasure AI's rebrand, and Parsec Automation's Connected Worker solution, highlighting continued investment in AI-powered productivity, workflow automation, and digital operations.Video: https://www.youtube.com/watch?v=RdL8bi0M_kUQuestions for Panelists?

Send us Fan MailThis week's enterprise software developments highlight continued momentum around AI, customer experience, enterprise integration, and cloud modernization. People.ai rebranded as Backstory, while Sage expanded Sage Intacct Advisory and introduced a new Human Capital Management solution to broaden its business application portfolio. Syntax launched a GenAI-powered migration offering for SAP customers, Braze unveiled new capabilities to enhance customer experiences, and Emfluence announced an integration with Avid. Additional announcements included HUMAN Security extending agentic visibility to marketing and commerce teams, Iterable introducing a new AI agent, Precisely releasing the latest version of EngageOne RapidCX, and SAP and Google Cloud expanding their integrations to strengthen enterprise AI and cloud capabilities.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=rJ4gLeprFeIQuestions for Panelists?

Send us Fan MailCan AI answer your customers without pushing them away? David Karandish has automated support for 20,000 companies, and he says deflection should make the experience better, not worse.David Karandish, founder and CEO of Capacity, joins Yanique Grant to unpack how to bring AI into customer support the right way. After selling Answers Corp for $960 million, David built Capacity into an omni-channel support automation platform serving roughly 20,000 customers. In this episode he shares the design principles that keep automation human, why your first AI project should be a small, provable win, and how AI agents are now running entire companies from finance to marketing.In this episode:- The design principles that make AI deflection improve the customer experience instead of frustrating people, from great escalation paths to leading with empathy - Why human behavior is largely universal across regions, and where support questions actually differ - What the $960M Answers.com journey taught David about people who are truly stuck and have nowhere to turn - The single most practical first step for any support leader: go get your small win, then iterate - How builder agents let a complete novice spin up workflows, integrations, and CSAT surveys just by askingFeatured resources:Book: Principles by Ray Dalio — a first-principles breakdown of how Dalio built one of the most successful investment firms of all time. Foundational AI models — Google Gemini, OpenAI, and Anthropic's Claude, used across the business. Jira — for tracking development tickets; David uses LLMs to analyze time-in-stage when off-the-shelf plugins fall short. Capacity — an AI-powered support automation platform that deflects emails, calls, and tickets across voice, SMS, WhatsApp, web, and email. ~20,000 customers, 250+ app integrations.Connect with the guest: Website: capacity.com Email: david@capacity.comFollow the show: X @NavigatingCX and join our private Facebook group, Navigating the Customer Experience Community. Hosted by Yanique Grant.

Ein Recruiter öffnet Ihr LinkedIn-Profil und entscheidet in weniger als zehn Sekunden, ob er Sie anschreibt oder weiterscrollt. Nicht Ihre Erfahrung entscheidet das, sondern wie Sie auf der Seite positioniert sind.In dieser Folge zeigt Jan Nordh, warum LinkedIn keine Social-Plattform ist, sondern eine Suchmaschine für Talent, und wie Sie Ihr Profil so aufstellen, dass die richtigen Recruiter und Hiring Manager Sie finden. Es ist die praktische Fortsetzung der letzten Folge über das Open-to-Work-Banner: dort ging es um das Warum, hier um das Wie. Aus 19 Jahren Executive Search und 25 Jahren im Enterprise-Vertrieb kennt er beide Seiten des Tisches.Du erfährst:Warum ein Recruiter in zehn Sekunden über Ihr Profil entscheidet, und worauf er wirklich schautDie Drei-Teile-Formel für eine Headline, die in der Suche auftaucht: Rolle, Keywords, WirkungWie Sie Ihre About-Section als Geschichte schreiben, statt den Lebenslauf hineinzukopierenDie eine Open-to-Work-Einstellung, die aus lautem Suchen gezieltes Gefundenwerden machtFür Enterprise-Vertriebler, Sales Leader, Cybersecurity-Profis und alle, die im DACH-Raum und in den Nordics gefunden werden wollen, statt nur sichtbar zu sein. Themen: LinkedIn, Cybersecurity, Enterprise Software, IT Sales, Executive Search, DACH, Nordics.https://www.nordh.de

Enterprise technology has long promised to unlock operational potential, but the trade-offs between monolithic ERP systems and fragmented best-of-breed stacks continue to slow organizations down in ways most leaders don't fully account for. In this episode of Enterprise Unleashed on Supply Chain Now, Scott W. Luton and Wiley Jones (Co-founder at DOSS) are joined by Jindra Zitek (Partner and Head of Scale at Stripes), a former McKinsey consultant and C-level operator whose career spans Chobani, HelloFresh, and a range of board and advisory roles across industry. Together, they unpack what it actually takes to build operations that are truly AI-ready, and why the answer starts with people long before it reaches technology. Jindra draws on firsthand experience leading through hypergrowth and crisis to make the case that both ERP consolidation and best-of-breed ecosystems carry a hidden coordination tax, one that only gets more expensive the longer organizations avoid naming it. He challenges leaders to stop framing AI as a job automation tool and start treating it as a lever for dignity and purpose, giving people the ability to focus on the work that actually requires human judgment. The conversation lands on what separates organizations that experiment successfully from those stuck in pilot purgatory: shared business objectives, cross-functional coalitions, and guardrails that free people to move fast without losing control. Wiley grounds the discussion in what Doss is seeing in practice, where the complexity of edge cases is finally collapsing, and where the real work of comprehension still cannot be skipped. Jump into the conversation: (00:00) Intro  (02:29) Jindra Zitek's background across McKinsey, Chobani, and HelloFresh (04:16) Lessons from family, farming, and leadership (06:09) Why people should come before systems (10:28) The trade-off between ERP and best-of-breed tools (15:24) The hidden cost of technology choices (17:09) How company DNA shapes technology strategy (20:57) Eliminating the human tax of broken systems (21:49) Automation should enable people, not replace them (25:57) The rise of agentic operations (28:57) Building trust and control with AI systems (31:34) Measuring real ROI from AI investments (35:17) Building cross-functional teams for AI success (37:30) Creating guardrails for enterprise AI adoption (40:40) The first workflow to transform with AI (42:10) Finding business problems AI can solve (47:56) How AI changes workflow design and implementation Additional Links & Resources: Connect with Jindra Zitek: https://www.linkedin.com/in/jindrazitek/ Connect with Wiley Jones: https://www.linkedin.com/in/wileycwjones/ Learn more about DOSS: https://www.doss.com/ Learn more about Stripes: https://www.stripes.co/ Learn more about Supply Chain Insights: http://www.supplychaininsights.com Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://supplychainnow.com/media-kit/ WEBINAR- Peak Reality Check: What Shippers, Analysts, and AI Models Are Predicting for 2026: https://bit.ly/4aTlsRv WEBINAR- From Volume to Resilience: How Automotive Supply Chains Are Adapting to a New Market Reality: https://bit.ly/4f6SUGA WEBINAR- The Automotive Industry's Next Digital Breakthrough: https://bit.ly/4vhUwT4 WEBINAR- From Disruption to Stability: Building Resilient Logistics Solutions in a Rapidly Changing Global Market: https://bit.ly/3TguZMt This episode was hosted by Scott Luton and Wiley Jones, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/beyond-erp-tradeoff-building-ai-ready-operations-1614 The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Send us Fan MailThis week's enterprise software announcements highlight continued investment in AI, workflow automation, customer engagement, and business application expansion. Exclaimer introduced an integration with Workday to streamline employee communications, while HubSpot launched Answer Engine Optimization capabilities to help organizations improve AI-driven content discovery. Respondology unveiled a solution for managing social media engagement, and StackAdapt expanded its advertising platform with live event campaign workflows for sports marketers. Additional developments include Agiloft's Contract AI platform, Certinia's Spring 2026 product release, Nutrient's workflow automation platform, People.ai's rebrand to Backstory, Sage's expansion of Sage Intacct Advisory, and the introduction of a new Human Capital Management solution, reflecting the industry's continued focus on embedding AI and automation across enterprise operations.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=fYz8BhGTCCcQuestions for Panelists?

Geoff Nielson argues that fears of AI disrupting enterprise software companies like Salesforce (CRM) and Workday (WDAY) are overblown. He explains why their sticky business models remain a competitive advantage and why AI could create outsized opportunities for mid-cap companies rather than making established software providers obsolete.======== 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

Job Interviews werden häufig falsch geführt. Gerade erfahrene Sales Manager, Account Executives und Enterprise Sales Professionals präsentieren sich im Vorstellungsgespräch wie in einer Produktdemo. Genau das kostet oft den Job.In dieser Episode erklärt Executive Recruiter Jan Nordh, warum ein Vorstellungsgespräch viel stärker einem erfolgreichen Discovery Call ähnelt als einem klassischen Pitch.Sie erfahren:warum Top-Verkäufer zuerst diagnostizieren statt präsentierenwie Sie ein Interview wie einen Enterprise Sales Deal führenwelche Fragen Hiring Manager wirklich überzeugenwie Sie souverän den nächsten Schritt im Recruiting-Prozess steuernwarum die besten Kandidaten nicht mehr reden, sondern bessere Fragen stellenIdeal für:Enterprise Account ExecutivesSales ManagerRegional Vice Presidents SalesCybersecurity SalesEnterprise Software SalesSaaS SalesAI SalesFührungskräfte im VertriebWenn Sie Ihre Karriere im Enterprise Software-, Cybersecurity- oder AI-Vertrieb auf das nächste Level bringen möchten, liefert Ihnen diese Episode sofort umsetzbare Strategien aus fast 45 Jahren Vertrieb und Executive Search.https://www.nordh.de

Are you a senior executive or elite enterprise tech leader counting on corporate salary and fluctuating stock options for your ultimate long-term security?   In this highly authentic and controversial solo episode, host Billy Keels drops an unpopular opinion about the realities of massive corporate workforce reductions at giants like Meta and Oracle. Drawing from 26 years of personal experience in enterprise hardware and software sales leadership, Billy unpacks why every multinational corporation is simply an organism wired to do whatever it takes to preserve its own life—including shedding thousands of jobs when it carries too much weight. Discover the exact 3-step pathway to optionality that allows you to continue excelling as a top performer while systematically building transferable skills, taking control of your time, and engineering predictable income streams that ensure you are completely prepared when your corporate relationship inevitably ends.  

Send us Fan MailThis week's enterprise software developments highlight the continued expansion of AI, workflow automation, and ecosystem connectivity across CRM, marketing, operations, and enterprise applications. Copado introduced Agentia, a Salesforce-first 360 delivery solution designed to streamline software delivery processes, while ECI Software Solutions added new AI capabilities to its Deacom and JobBOSS² platforms to enhance manufacturing operations. InvoiceCloud unveiled an AI-powered billing experience to improve customer interactions, and Pipefy announced a collaboration with Microsoft to strengthen workflow automation and enterprise productivity. Meanwhile, Airship expanded its fleet of AI agents to support customer engagement initiatives, and Clari and Salesloft introduced new capabilities aimed at improving revenue execution. Exclaimer deepened enterprise integration through its connection with Workday, HubSpot launched a solution focused on Answer Engine Optimization to help organizations adapt to AI-driven search experiences, Respondology introduced new tools for managing and engaging with social media comments, and StackAdapt released a live events campaign workflow tailored for sports advertising markets. Together, these announcements underscore how vendors are embedding AI and automation directly into business processes while expanding platform interoperability and customer engagement capabilities.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=yOB2KlqraVsQuestions for Panelists?

In this episode of Strap On Your Boots, I reflect on one of the biggest lessons I've learned after building multiple software companies: creating a great product is no longer the hardest part of entrepreneurship. As software becomes easier to build with AI and modern development tools, the real challenge has shifted to earning attention, finding the right customers, and standing out in an increasingly crowded market. I also share why I pivoted from chasing thousands of SaaS subscribers to pursuing enterprise clients, and how changing the customer completely changed the business.

Kailash Badu is one of Nepal's pioneering Product Managers. He helped scale CloudFactory during its early years, has built multiple products across AI, Enterprise Software and FinTech, and currently serves as VP of Product at Genese Solution. In this conversation, he shares over a decade of experience building products, leading teams, and preparing businesses for the AI era.   From why 95% of software features are never used to why coding was never the real job of a software engineer, this conversation explores Product Management, Artificial Intelligence, FinTech, customer thinking, and what it takes to build products people actually use. Whether you're a software engineer, founder, product manager, business leader, or IT student, you'll find practical lessons on building products, adopting AI, and staying relevant in a rapidly changing technology landscape.   Timestamps 00:00:00 - Highlight 00:02:04 - Introduction 00:03:47 - Scaling CloudFactory from Nepal 00:07:36 - From Programmer to Product Manager 00:12:18 - Why 95% of Software Features Go Unused 00:15:24 - Digitizing Nepal's Ministry of Education 00:26:01 - AI's Real Superpower Isn't Coding 00:26:38 - Business Is Just Decision Making 00:38:37 - Be Digital Native Before AI Native 00:46:37 - Is AI Just Another FOMO Trend? 00:52:28 - Why Coding Was Never the Real Job 00:58:02 - The Wedding Photographer Lesson Every Founder Needs 01:06:51 - The Four Pillars of FinTech 01:10:25 - Banks Are Just Matchmakers 01:25:31 - Why People Avoid Formal Banking 01:30:06 - Nepal's Fear-Based Regulation Problem 01:36:10 - Why Bank Transfers Are Still Slow 01:47:03 - AI Is a Commodity, People Are the Advantage 01:54:48 - Why Smart People Still Fail   ___________________________________________________________________________________________________ Want to become a video podcaster? Get info: https://becomeadoer.com/programs/become-a-video-podcaster?utm_medium=YT&utm_source=organic     If you love reading, don't miss our newsletter on Substack Link: https://substack.com/@doersglobal?     Want to join us live in the studio as an audience member? Fill out this form: https://forms.gle/xZi8yptyoxkkc6aa8     ✉ Reach out to us at partners@doersnepal.com   

AI has made software easier than ever to build. That does not mean every internal tool should become the backbone of your business. In this episode, Bryan sits down with Chris Guthrie to break down the growing temptation inside cannabis companies to vibe code internal tools, dashboards, CRMs, ERPs, and operational systems in the name of saving money. The problem is not the first version. The problem is what happens two months later, when a field does not map, the workflow breaks, the person who built it is unavailable, and a production team is now relying on code nobody fully understands. Chris explains the difference between a useful AI-built prototype and an enterprise-grade system that can survive real operators, messy data, security needs, compliance, multiple departments, M&A diligence, and future FDA-style requirements. This conversation covers why descriptive data does not create predictive insight, why Google Sheets to vibe coding can become a path to failure, and why the real AI opportunity starts after the business has clean data, clean processes, and a system strong enough to trust. This episode covers: The weekend build that fails Descriptive data will not predict Clean books before M&A Chapters   00:00 The Rise of AI in Software Development 03:07 Challenges of Internal Software Development 06:09 Understanding What 'Works' in Software 09:10 The Risks of Vibe Coding 12:05 The Importance of Established Infrastructure 14:58 Cost Considerations in Software Development 17:56 Predictive Insights and Data Utilization 21:13 Defining Core Business Focus 23:17 The Challenges of AI Implementation 27:00 Understanding AI's Limitations 28:58 The Importance of Data Governance 31:11 Navigating Change Management in Cannabis 35:51 Preparing for Industry Evolution 40:09 The ROI of ERP Systems Our Links: Bryan Fields on Twitter The Dime on Twitter Extraction Teams: Want to cut costs and get more out of every run? Unlock hidden revenue by extracting more from the same input—with Newton Insights. At Eighth Revolution (8th Rev), we provide services from capital to cannabinoid and everything in between in the cannabinoid industry. The Dime is a top 5% most shared  global podcast The Dime is a top 10 Cannabis Podcast  The Dime has a New Website. Shhhh its not finished.

Viele erfahrene Führungskräfte, Sales Leader und Account Executives verfügen über einen beeindruckenden Lebenslauf und nachweisbare Erfolge. Trotzdem scheitern sie im letzten Interview.Der Grund ist häufig nicht ihre Erfahrung, sondern ihre Wirkung im Gespräch.In dieser Episode des Nordh Executive Search Podcasts erfahren Sie:• warum Interviews keine Selbstpräsentation, sondern Discovery-Gespräche sind• wie Sie durch kurze Pausen mehr Souveränität ausstrahlen• warum Sie Antworten immer mit dem Ergebnis beginnen sollten• wie Sie jede Antwort direkt mit den Herausforderungen des Unternehmens verknüpfen• wie Sie Executive Presence entwickeln, ohne sich zu verkaufenDiese Folge richtet sich an Führungskräfte, Senior Sales Professionals, Account Executives, VP Sales, Country Manager und alle, die sich auf Executive-Interviews vorbereiten.Themen: Executive Search, Vorstellungsgespräch, Leadership, Executive Presence, Interview-Techniken, Cybersecurity, Enterprise Software, AI, Vertrieb, C-Level, Karriere.https://www.nordh.de

How do you break free from the constant exhaustion of 65 to 80-hour work weeks while continuing to perform at the top of your corporate stack ranking?   In this powerful solo episode, host Billy Keels addresses the severe burnout plague hitting senior corporate leaders and elite enterprise sales executives. Billy shares an eye-opening lesson from his time leading teams in the UK, where he discovered a top-producing account executive pulling in seven-figure bonuses who remained completely fresh by focusing strictly on high-quality outcomes rather than endless hours. Learn how to implement Billy's exact "Time Telescope" exercise—auditing your schedule in 15-minute snapshots to pinpoint hidden time leaks, systematically reduce your work week by 10%, and reclaim up to eight hours every single week to spend with loved ones, restore your mental presence, or launch a profitable side business.  

Send us Fan MailThis week's enterprise software developments highlight the accelerating convergence of AI, automation, and platform consolidation across multiple technology categories. Reshift Media launched Franify to help franchise organizations modernize marketing execution, while Sprinklr expanded its customer experience capabilities through its Spring '26 release. In the AI space, NeuBird AI raised significant funding to advance agentic AI for production operations, and Xoople secured substantial investment to build an AI-ready system of record for geospatial and Earth-scale data. Meanwhile, Advantive detailed its Advantive ONE platform strategy, and AppDirect announced plans to acquire PartnerStack to strengthen ecosystem and partner management capabilities. Amazon Web Services expanded its AI portfolio by introducing Claude Opus 4.7 to Amazon Bedrock, while BlackLine unveiled its Agentic Financial Operations model to transform finance workflows. Certinia introduced Veda, an intelligent operations engine designed to enhance business execution, and Copado launched Agentia, a Salesforce-first delivery platform aimed at streamlining software development and deployment. Collectively, these announcements demonstrate how vendors are embedding intelligent agents, operational automation, and connected data architectures into core enterprise processes to improve productivity, decision-making, and business agility.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=NXz-mbRHMowQuestions for Panelists?

Today's conversation features Brian McCarthy, President of Global Revenue and Field Operations at Cursor and former CRO at Rubrik, where he helped scale the business from $118 million to $1.5 billion in ARR. In this segment, Brian breaks down the rapid evolution of AI in software development, from simple code autocomplete to fully autonomous agent-driven environments, and what that shift means for competition, product strategy, and go-to-market execution. He also explains how Cursor's multi-model approach creates a unique advantage in a fast-moving market, and why aligning that innovation with focused sales execution is critical to winning. Brian McCarthy is President of Global Revenue and Field Operations at Cursor and former CRO at Rubrik, where he helped scale the company from $118M to $1.5B in ARR. He is known for building high-performance revenue organizations and execution-focused cultures in complex enterprise environments. Connect with Brian: LinkedIn Resources mentioned: Ep. 71 - What the Best Sales Leaders Do with Brian McCarthy All In Podcast with Chamath, Jason, Sacks & Friedberg Listen to the full episode: Why Sales Execution Wins in an AI-First World with Brian McCarthy, President of Global Revenue and Field Operations at Cursor Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

Pat Casey was the first person besides founder Fred Luddy to write code at ServiceNow back in 2005, when it was called Glide and lived above a friend's restaurant. Twenty years later, he's CTO of a company where 85% of the Fortune 500 are customers, and until recently ran all of engineering: 10,000 people, 7,000 of them writing code. Almost nobody survives the journey from first engineer to public-company CTO. Pat did. Tobi and Pat dig into how ServiceNow actually works under the hood: a metadata processing engine running 90,000 single-tenant databases and over 25 billion queries an hour, why they bought a 15-person German database company and turned it into RaptorDB, and why tearing apart a 20-year-old monolith is harder than every senior engineer thinks. Then the conversation turns to AI. Pat bought 7,000 Windsurf licenses and measured a real, but unglamorous, 15% productivity bump, with a small subset of engineers going 5–6x while most barely changed. His thesis: AI coding is like playing five chessboards at once, and it's reshuffling the deck on who the top engineers will be. On agents, ServiceNow's answer is disarmingly simple: create a user called "AI Pat," assign it cases, and make it follow the exact same rules as humans because you should not trust an LLM more than you trust a human being. Topics covered: - From Atari 400 and floppy-disk jockey at Aldus to first engineer at ServiceNow - Scaling engineering from a stuffed fish on a monitor to 10,000 people — and the productivity trough at ~100 engineers - Single-tenant architecture: 90,000 databases, 25B+ queries/hour, and the monolith-to-Kubernetes migration - Why ServiceNow bought Swarm64 and built RaptorDB on a Postgres fork - 7,000 Windsurf licenses, Claude Code, and the real numbers on AI coding productivity - "AI Pat": the anthropomorphic model for enterprise agents outcomes, not toolkits - Whether AI kills seat-based SaaS, and why incumbents may have the inside track - Pat's advice to CTOs: this is not a time for excessive caution

Send us Fan MailThis week's enterprise software developments reflect continued momentum around AI enablement, industry partnerships, customer experience innovation, and strategic acquisitions. ECI Software Solutions and In Time Tec announced a collaboration to expand technology capabilities for their customers, while M-Files introduced new solutions focused on tax advisory, quality management, and contract processes. Nexthink expanded its digital employee experience portfolio with a new solution for Android and iOS devices, and TrueCommerce embedded agentic AI capabilities across its platform to improve supply chain execution and automation. Meanwhile, Yobi strengthened its AI strategy through a partnership with Microsoft, and Zone & Co expanded its financial operations footprint through the acquisition of Sudozi. Additional market activity included Algolia's launch of Recommendation Analytics to enhance digital commerce insights, Caylent's acquisition of Pronetx to deepen cloud and AI expertise, Optimove's acquisition of Smartico to strengthen customer engagement capabilities, and Pipeliner CRM's rebranding as Coevera. Together, these announcements highlight how software vendors are increasingly combining AI, data intelligence, and ecosystem expansion to drive business value and competitive differentiation.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=E4A-kDBpB1oQuestions for Panelists?

Today, we're joined by Mahesh Rajasekharan, President and CEO of Cleo, the global leader in supply chain orchestration (SCO) solutions. We talk about:How SaaS companies can win in the AI ageThe top three challenges to focus on when adding AI to your productClarifying the misconception that software development becomes trivial in the AI worldThe best domains in which to start a new companyTransitioning from building software for human users to human-supervised, tech-driven operations

AI can generate working code quickly. Building reliable software to run infrastructure platforms is still a multi-year engineering challenge. In this sponsored episode, BlueCat chief strategy officer Andrew Wertkin joins John Burke and Scott Robohn to talk through the difference between code generation and enterprise software development, and the challenges and opportunities of engineering reliability... Read more »

Send us Fan MailThis week's enterprise software developments highlight how vendors are accelerating investments in AI, automation, connectivity, and operational intelligence across the enterprise technology stack. Zapier and Rillet connected general ledger processes to thousands of business applications, while ActivTrak introduced new capabilities to help organizations measure and govern AI adoption. At the same time, Celonis expanded its collaboration with Oracle to strengthen process intelligence initiatives, and C3 AI showcased enhancements to its enterprise AI development platforms. ECI Software Solutions and In Time Tec announced a strategic collaboration, M-Files introduced new solutions for tax advisory, quality management, and contract processes, and Nexthink expanded digital employee experience management with support for Android and iOS devices. Meanwhile, TrueCommerce embedded agentic AI throughout its platform to streamline supply chain operations, Yobi deepened its partnership with Microsoft to enhance AI-powered customer engagement, and Zone & Co strengthened its financial operations portfolio through the acquisition of Sudozi. Collectively, these announcements underscore the growing focus on embedding AI directly into core business workflows while improving interoperability, governance, and enterprise-wide productivity.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=Z9cCGErWYJIQuestions for Panelists?

AI can generate working code quickly. Building reliable software to run infrastructure platforms is still a multi-year engineering challenge. In this sponsored episode, BlueCat chief strategy officer Andrew Wertkin joins John Burke and Scott Robohn to talk through the difference between code generation and enterprise software development, and the challenges and opportunities of engineering reliability... Read more »

AI can generate working code quickly. Building reliable software to run infrastructure platforms is still a multi-year engineering challenge. In this sponsored episode, BlueCat chief strategy officer Andrew Wertkin joins John Burke and Scott Robohn to talk through the difference between code generation and enterprise software development, and the challenges and opportunities of engineering reliability... Read more »

Send us Fan MailThis week's enterprise software developments further demonstrate how rapidly vendors are embedding agentic AI, governed automation, and composable data architectures into core enterprise workflows. Rootstock Software strengthened its manufacturing and warehouse execution strategy through the acquisition of Ascent Solutions, while Anaplan expanded its AI planning portfolio with CoModeler, Custom Analyst, and Agent Studio to accelerate enterprise planning automation. In the go-to-market space, Apollo.io acquired Pocus to build a more agentic revenue operations stack, and Zapier partnered with Rillet to connect general ledger workflows with thousands of operational applications. Meanwhile, Databricks introduced Lakewatch as an open, agentic SIEM platform built on the lakehouse architecture, and Oracle launched Fusion Agentic Applications designed to place coordinated AI agents directly inside ERP workflows. Governance and enterprise trust also emerged as central themes, with Relyance AI unveiling Lyo to monitor how AI agents interact with enterprise data, while Salesforce introduced AI Foundry to operationalize research into enterprise-ready AI models. Finally, Spade raised significant funding to transform messy transaction strings into finance-grade AI data, reinforcing how semantic normalization and governed enterprise context are becoming foundational to the next generation of AI-native enterprise systems.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=hekHpEgI0zMQuestions for Panelists?

Today, we're joined by Mazy Dar, CEO at HERE, the enterprise browser company trusted by 90% of global financial institutions. We talk about:How web browsers have changed since the late 1990s & the tech shift currently happeningThe impacts of AI agents using browsersHow the productivity & security problems of web browsers are magnified in the AI eraThe benefits of having a web browser designed for work versus personal useHow entrepreneurs must deeply understand the pain points they're trying to solve

Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is Alex Sacerdote, founder of Whale Rock Capital Management.  Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year. Alex invests through a single lens that he has refined over twenty years. He looks for technology S-curves, durable competitive advantages, and underappreciated earnings power.  This conversation is a tour through how he applies that framework right now. We start with his highest conviction position, which is Anthropic, and use it to work through the entire AI stack from chips to models to applications.  Please enjoy my conversation with Alex Sacerdote. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:00) Welcome to Invest Like The Best (00:02:29) Alex Sacerdote (00:03:08) Anthropic: Highest Conviction Position (00:13:23) Investing in Private Markets at Scale (00:19:08) S-Curves: The Full Framework (00:25:08) When to Buy Tech Companies (00:30:20) Identifying the Leader from the Pack (00:34:04) Anthropic & OpenAI's Competitive Moats (00:37:31) AI's Threat to Enterprise Software (00:43:18) Network Effects in the Agent Era (00:44:22) The Hardware Renaissance: Chips & Infrastructure (00:53:56) Why So Few Investors Get This Right (00:55:36) Key Risks to the AI Bull Case (00:57:47) The Application Layer (00:59:40) How AI Is Changing Research at WhaleRock (01:02:53) The Role of Investor Networks & Idea Sharing (01:03:40) Building a Multi-Product Firm (01:07:58) WhaleRock as a Learning Machine (01:09:15) The Kindest Thing

Julian Ostertag über den CFO-Software-Markt im Umbruch: 120 Deals in einem Halbjahr, KI als Destabilisator für Enterprise Software – und warum europäische Anbieter ihren regulatorischen Heimvorteil zu selten nutzen.

My guest today is Alex Sacerdote, founder of Whale Rock Capital Management.  Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year. Alex invests through a single lens that he has refined over twenty years. He looks for technology S-curves, durable competitive advantages, and underappreciated earnings power.  This conversation is a tour through how he applies that framework right now. We start with his highest conviction position, which is Anthropic, and use it to work through the entire AI stack from chips to models to applications.  Please enjoy my conversation with Alex Sacerdote. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:00) Welcome to Invest Like The Best (00:02:29) Alex Sacerdote (00:03:08) Anthropic: Highest Conviction Position (00:13:23) Investing in Private Markets at Scale (00:19:08) S-Curves: The Full Framework (00:25:08) When to Buy Tech Companies (00:30:20) Identifying the Leader from the Pack (00:34:04) Anthropic & OpenAI's Competitive Moats (00:37:31) AI's Threat to Enterprise Software (00:43:18) Network Effects in the Agent Era (00:44:22) The Hardware Renaissance: Chips & Infrastructure (00:53:56) Why So Few Investors Get This Right (00:55:36) Key Risks to the AI Bull Case (00:57:47) The Application Layer (00:59:40) How AI Is Changing Research at WhaleRock (01:02:53) The Role of Investor Networks & Idea Sharing (01:03:40) Building a Multi-Product Firm (01:07:58) WhaleRock as a Learning Machine (01:09:15) The Kindest Thing

Send us Fan MailThis week's enterprise software announcements further confirm that the market is rapidly converging around agentic AI, semantic intelligence, and autonomous workflow orchestration. Blue Yonder introduced new AI agents and mobile applications aimed at strengthening supply chain execution and frontline operations, while Zendesk expanded its AI customer service strategy through the acquisition of Forethought. Actian launched an AI analyst designed to convert business glossaries into a live semantic layer, highlighting the growing importance of governed enterprise context for AI-native operations. Meanwhile, ActiveCampaign and Contentsquare announced new capabilities focused on customer engagement and digital experience intelligence. On the enterprise planning side, Anaplan expanded its AI planning portfolio with CoModeler, Custom Analyst, and Agent Studio, while Oracle continued embedding coordinated AI agents directly inside Fusion ERP workflows through its new Fusion Agentic Applications initiative. In parallel, Apollo.io acquired Pocus to strengthen its agentic go-to-market stack, Databricks introduced Lakewatch as an open agentic SIEM platform built on the lakehouse architecture, and Rootstock Software acquired Ascent Solutions to deepen its manufacturing and warehouse execution capabilities.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=ksS15kccXPcQuestions for Panelists?

TechIreland has released its Irish Startup Funding Review 2026 Edition, a report of startup fundraising activity in 2025. The report shows that 319 Irish startups raised a total of €992 million last year. Since the highs of 2021, annual fundraising now appears to have settled at around the €900m–€1 billion mark, with the 2025 total up just €14m compared to 2024. In terms of the number of companies raising funding, there was also a slight uptick from 2024, when 307 companies raised funding. Early-stage activity remained notably strong – primarily attributed to Enterprise Ireland's PSSF and HPSU supports. A record 211 companies raised up to €1 million while data also reveals that there is an ongoing challenge in scaling into Series A and beyond, where momentum continues to lag. As in previous years, a small number of large outliers skewed the total figure. The top four companies: Lets Get Checked (€150m), XOCEAN (€115m), Tines (€114m), and ProVerum (€73m), accounted for nearly half of all funding raised. Furthermore, the majority of large rounds were concentrated in Q1, which alone accounted for €616m raised – a record high for any quarter over the last ten years. This, however, reveals a more concerning picture for the following three quarters, in which fundraising activity sharply cooled, with just €376m raised over the remainder of the year. Deep Dive into 2025 A standout first quarter saw 69 Irish companies raise €616m, making Q1 2025 one of the strongest quarters on record for Irish startup funding. However, funding levels flattened significantly during the remaining quarters, with a combined funding total of only €376m, across 250 startups, underlying a weakened momentum after Q1. The findings align with new figures from the Irish Venture Capital Association VenturePulse survey, published in association with William Fry, which show that Irish technology SMEs raised €221.7m in venture capital in Q1 2026, a fall of 58% compared with the same period last year. IVCA noted that the decline should be viewed in the context of an exceptionally strong Q1 2025, when Irish firms raised more than half a billion euro – a record for a first quarter. Early Stages Early-stage funding activity reached an all-time high in 2025, with 211 companies raising rounds below €1m. This was largely driven by Enterprise Ireland, including the 198 startups announced at the StartUp Day 2026. Despite the strength of early-stage activity, the report identifies ongoing weakness in follow-on and scale-up funding. The number of €1-5m rounds increased to 58 However, €5-30m rounds declined to pre-2019 levels Large growth rounds above €30m remained relatively stable, though most were concentrated in Q1 Findings suggest that while Ireland continues to generate new startups at scale, access to follow-on capital is becoming increasingly competitive. The IVCA's Q1 2026 data suggests that these pressures are continuing into the new year. IVCA reported that funding declined across all deal-size bands except transactions of less than €1 million. The report also notes that just four outlier deals accounted for 46% of all funding, showing the extent to which headline totals remain dependent on a small number of large rounds. Sectoral Focus Life Sciences retained its position as the strongest-funded sector in Ireland during 2025, accounting for more than half of total funding. Major rounds included LetsGetChecked, ProVerum, Deciphex and Perfuze. Enterprise Software and FinTech followed as the second and third strongest sectors, both performing better than in the previous two years. Several of the year's largest rounds reflected Ireland's growing reputation in deep tech, AI, medtech, and robotics. Enterprise Ireland also notes growing momentum in AI-enabled solutions, with 99 of its supported startups in 2025 incorporating AI as a central part of their product or service. The report also notes a sharp decline in Energy/CleanTech funding, falling from €328m in 2024 to €...

The CEO of Vista Equity Partners explains what it will take to win the “agentic revolution.”

Send us Fan MailThis week's enterprise software announcements highlight how rapidly the market is evolving toward agentic architectures, semantic intelligence, and AI-driven operational orchestration. Anthropic expanded MCP with a framework designed for full-stack agentic applications, reinforcing the industry's push toward composable AI ecosystems. Meanwhile, Hubbl Technologies raised funding to position itself as an intelligence layer for the Salesforce agentic environment, while Salesforce continued broadening its AI footprint through Agentforce for Communications. Sage enhanced the Sage Intacct Suite with new capabilities focused on finance operations, and Sinch introduced a collection of AI agent features targeting customer engagement workflows. On the operational side, Typeface unveiled a marketing orchestration engine, while Blue Yonder announced new AI agents and mobile applications aimed at supply chain execution and workforce enablement. At the same time, Zendesk moved deeper into AI-powered customer support through its acquisition of Forethought, and Actian launched an AI analyst designed to transform business glossaries into a live semantic layer, signaling the growing importance of governed enterprise context for AI-native operations.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=NCxtpqQ_vIwQuestions for Panelists?

Bonnie Tinder is the founder and CEO of Raven Intelligence, an independent B2B peer review site that amplifies the voice of the customer. She focuses on software customers, consulting partners, and software vendors and helps identify the best partners for their needs. In this episode, she and Bob Evans speak about Workday's accelerating AI transformation following its Innovation Summit. Bonnie offers a practitioner's perspective on how Workday is rethinking enterprise software around agentic AI, faster deployments, embedded governance, and a startup-like culture shift under returning leadership. Episode 59 | Workday's AI Reset The Big Themes: Workday's Startup Reboot: Bonnie Tinder's biggest observation was that Workday appears to be entering a new operational chapter defined by urgency, sharper execution, and a startup mindset. Rather than behaving like an incumbent defending market share, Workday seems to be restructuring around focused AI ownership and entrepreneurial velocity. Bonnie connected this directly to Aneel Bhusri's leadership style, comparing it to Steve Jobs returning to simplify Apple's priorities. No One Wants DIY Enterprise AI: A major theme was the rejection of the “build it yourself” narrative for enterprise core systems. Bonnie and Bob both strongly challenged the idea that enterprises will vibe-code their own payroll, financials, or HCM systems. The reason is simple: risk. Enterprise systems are compliance-heavy, operationally critical, and intolerant of failure. Bonnie's “you can't get payroll 90% correct” line perfectly captured the reality. CEO Leadership Is Non-Negotiable: AI transformation must be CEO-led. Bottom-up experimentation alone is unlikely to produce meaningful enterprise change. AI affects operating models, workflows, investment priorities, talent strategy, governance, and competitive differentiation. That requires executive sponsorship and strategic ownership. Bob argued that companies cannot approach AI using 2023 or 2024 decision frameworks. Instead, leadership teams must rethink vendor evaluation, operational transformation, and business outcome measurement. Bonnie reinforced that major transformation initiatives succeed when leadership drives adoption from the top. The Big Quote: “The real AI gold rush isn't in the models, it's really that unglamorous work of moving 30-year-old legacy systems to a point where agents can actually do something with the data.” More from Bonnie Tinder: Connect with Bonnie on LinkedIn. Visit Cloud Wars for more.

Send us Fan MailThis week's enterprise software announcements reveal how aggressively vendors are repositioning around AI agents, composable integration, and industry-specific workflows. NetSuite introduced its new integration platform to simplify connectivity across enterprise ecosystems, while Oracle expanded both its process manufacturing capabilities and AI agent portfolio inside Fusion Cloud Applications. QAD and Tata Consultancy Services strengthened their manufacturing operations strategy through the Redzone partnership, reinforcing the growing importance of connected frontline execution. Meanwhile, Intuit Mailchimp rolled out new e-commerce enhancements, and Seismic and Highspot announced a major merger that could reshape the sales enablement landscape. On the AI infrastructure side, Anthropic expanded MCP with a framework for full-stack agentic applications, while emerging vendors like Hubbl Technologies positioned themselves as orchestration layers for the Salesforce agentic ecosystem. Finally, Sage, Salesforce, and Sinch continued the broader trend of embedding AI agents deeper into finance, communications, and customer engagement workflows, signaling that the enterprise software market is rapidly shifting from passive systems of record toward autonomous systems of execution.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=i0Ktqz2rXh8Questions for Panelists?

Today, we're joined by Bill Hewitt, CEO of LinkSquares, the first and only Agentic CLM platform that transforms contracts into active drivers for your business. We talk about:If agentic AI can already replace traditional software If AI will lead to SaaS companies reducing workforceAdvice for SaaS startups to stay relevant and growIf building a software business is getting easierThe rising value of product managementHow AI impacts marketing and the product selection process

Robert is Founder, Chairman, and CEO of Vista Equity Partners, which manages $107 billion in assets as of year‑end 2025, and a TIME 100 honoree—TIME magazine's annual list recognizing the world's most influential leaders across business, technology, and society. He shares how enterprise software is evolving into agentic execution, why AI strengthens rather than replaces software, how “bringing the model to the data” reshapes economics, and why companies must continuously evolve their systems, culture, and decision‑making to stay relevant through periods of rapid change.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

Send us Fan MailRecent announcements across the enterprise software landscape highlight an accelerating convergence of AI, integration, and industry-specific innovation as core pillars of modern enterprise architecture. Oracle continues to expand its footprint with new capabilities across financial services, process manufacturing, and AI agents embedded within Oracle Fusion Cloud, reinforcing the shift toward intelligent, industry-aware ERP ecosystems. At the same time, Sage is advancing AI-driven enhancements in Sage X3, while NetSuite is strengthening composability through its new integration platform. Beyond core ERP, ecosystem players such as ActiveCampaign, Bombora, and Omilia are embedding intelligence into customer engagement and data workflows, while emerging innovators like Fibr AI attract funding to push experimentation at the edge. Strategic partnerships, including QAD and Tata Consultancy Services, further signal the importance of services-led transformation. Collectively, these moves reflect a broader structural trend: enterprise platforms are evolving into tightly integrated, AI-augmented ecosystems where domain specialization, real-time intelligence, and composable architectures define competitive advantage.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=HtcFOMAANWMQuestions for Panelists?

Send us Fan MailRecent developments across the enterprise software landscape underscore a dual narrative of rapid AI-driven innovation alongside growing skepticism around how value is measured and delivered. Critiques such as the limited practical relevance of metrics like AWU from Salesforce highlight the disconnect that can emerge between vendor messaging and CIO priorities, even as the broader ecosystem accelerates toward agentic and automated capabilities. Companies like Incubeta and Intentsify are expanding data-driven and agentic offerings, while Klaviyo integrates with ChatGPT to embed conversational intelligence into marketing workflows. Enterprise application vendors are also advancing domain-specific innovation, with Unanet targeting GovCon growth automation, Aptean enhancing routing intelligence, and Oracle and Sage introducing AI-driven enhancements across financial services and ERP platforms such as Sage X3. Meanwhile, partnerships like Cognizant with Uniphore and acquisitions such as ActiveCampaign acquiring Feedback Intelligence reinforce a broader trend: enterprise systems are increasingly converging around AI-infused automation, but buyers must remain vigilant in distinguishing substantive capabilities from surface-level innovation narratives.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=usuYQZcFrRQQuestions for Panelists?

Send us Fan MailRecent announcements across the enterprise software ecosystem highlight a clear pivot toward agentic AI, ecosystem orchestration, and embedded intelligence within core business platforms. Salesforce is advancing this shift with MuleSoft Agent Fabric, enabling automated agent discovery, while ServiceNow is doubling down through expanded partnerships with OpenAI and Anthropic to operationalize AI agents in mission-critical workflows. Strategic collaborations such as Cognizant partnering with Typeface and Uniphore further reinforce the growing importance of composable AI ecosystems. Meanwhile, application-layer innovation is accelerating, with Simpro Group expanding its AI-first platform via acquisition, Klaviyo integrating with ChatGPT, and Unanet and Aptean introducing automation and routing capabilities tailored to vertical use cases. At the same time, data and demand-generation players like Intentsify and Incubeta are embedding agentic capabilities into their offerings, collectively signaling a broader transformation: enterprise platforms are rapidly evolving into interconnected, AI-native environments where intelligent agents, data, and workflows operate as a unified system rather than siloed functions.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=W_TyTBrq0ccQuestions for Panelists?

Elena Burger speaks with Joe Schmidt, partner on the enterprise team at a16z, about the future of enterprise software in the age of AI. Using Workday as a case study, they discuss why many of today's most important enterprise systems feel broken, how platform shifts reshape entire categories, and what an AI-native replacement might look like. The conversation covers the limits of legacy SaaS, why “AI revenue” may be overstated, and how agents could fundamentally change how companies manage workflows, permissions, and internal systems. They also explore why even the most defensible software businesses may now be vulnerable to replatforming.   Resources: Follow Joe on X: https://x.com/joeschmidtiv Follow Elena on X: https://x.com/elenaburger Read more from ‘Workday's Last Workday?': https://a16z.com/workdays-last-workday/ Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us Fan MailRecent developments across the enterprise technology landscape signal a decisive shift toward real-time, AI-driven, and sovereignty-aware architectures. From Deepgram securing new funding to accelerate voice AI for real-time applications, to IBM launching cloud platforms aligned with digital sovereignty mandates, vendors are re-architecting core infrastructure to meet emerging regulatory and latency requirements. Strategic moves such as the merger of Tasq AI and BLEND to build enterprise trust layers, alongside Teradata scaling over 150 AI engagements, highlight growing enterprise demand for governed, production-grade AI. Meanwhile, innovation is accelerating across the stack—from Tredence introducing agentic commerce accelerators and Akkodis scaling AI-core platforms, to infrastructure players like ClickHouse and Artie doubling down on real-time data as a foundational layer. At the orchestration level, Salesforce and ServiceNow are embedding agent-based ecosystems through MuleSoft Agent Fabric and deeper partnerships with OpenAI, collectively reinforcing a broader industry trajectory: enterprise systems are evolving from static systems of record into dynamic, intelligent, and autonomous platforms.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=_7YXOXZawPoQuestions for Panelists?

Today, we're joined by Uri Haramati, CEO and Founder of Torii, the governance platform for SaaS and AI. We talk about:The blurring of lines between AI and SaaSChallenge of gaining enterprise-wide, centralized policies and management of AI and SaaS The amazing opportunities of AI, with many simultaneous new challenges and risksHow users will interact less with UIs and more with AI agentsThe identity management complexity of increasing non-human identitiesRead Torii's SaaS Benchmark Annual Report 2026, which takes a data-backed look at what companies actually use: sanctioned apps, shadow apps, and the AI tools taking over our workspace.

Send us Fan MailThis week's enterprise software and AI developments highlight the rapid expansion of agentic systems, data-driven commerce, and infrastructure innovation across the technology stack. ServiceNow deepened its strategic collaboration with OpenAI, reinforcing the momentum behind AI-powered workflow automation across enterprise operations. In parallel, marketing and customer engagement platforms are embedding more autonomous decisioning capabilities, with Optimove introducing an AI content decisioning agent and RainFocus launching a new system designed to orchestrate complex event marketing workflows. Commerce and product discovery ecosystems are also evolving, as Algolia partnered with Microsoft to deliver real-time product data into AI-driven shopping experiences, while Tredence introduced agentic commerce accelerators aimed at modern digital retail environments. Meanwhile, infrastructure and AI platforms continue to attract significant investment and innovation: Cast AI achieved unicorn status through Kubernetes and AI cost optimization technology, Deepgram secured new funding to advance real-time speech intelligence, and IBM launched a cloud platform aligned with digital sovereignty requirements. Complementing these moves, Tasq AI merged with BLEND to build a trust layer for enterprise AI, while Teradata reported accelerating enterprise AI adoption with more than 150 engagements in 2025—further signaling how AI agents, real-time data platforms, and infrastructure innovation are converging to reshape the enterprise software landscape.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=yrQAVO7nrDwQuestions for Panelists?

Enterprise customers demand 99.9% availability, regardless of how the underlying software is built. In this episode, Murali Swaminathan (CTO @ Freshworks) discusses how enterprises actually win with AI! We explore the “Architecture of Predictability” – proactive architectural safeguards to scale “responsible AI by design” across a global organization serving 75,000 customers. Murali shares his leadership playbook for implementing the technical safeguards and product trust controls that empower hundreds of engineers to build safely. We also dive into the shift from deterministic flowcharts to “workflows with a brain” and why backend systems engineers are the secret bedrock of agentic products. Plus, Murali deconstructs the dual evolution required of modern leaders: mastering strategic thinking at the business level while cultivating systems thinking at the engineering level.   ABOUT MURALI SWAMINATHAN Murali Swaminathan joined Freshworks as Chief Technology Officer in September 2024. Murali is responsible for Freshworks' technology roadmap and strategy, leading the company's global engineering and architecture teams. With over 30 years of experience in software engineering, he has held leadership roles at ServiceNow, Recommind (now OpenText), and CA Technologies (now Broadcom), where he delivered scalable, secure solutions that enabled digital transformation and business agility. Murali holds a master's degree in Software Engineering Management from Carnegie Mellon University and a bachelor's degree in electronics and instrumentation from Annamalai University in India.   SHOW NOTES: Freshworks' operating context: Engineering for 75,000 global customers (2:09) Navigating the tension between rapid AI adoption and enterprise-grade reliability (4:58) Breaking the "Positive Scenario" Trap: Using AI to automate negative test cases and corner-case detection (6:40) Why Responsible AI is a competitive advantage: Building "kill switches" and trust gates (8:31) Responsible AI by Design: Moving from reactive compliance to proactive architectural safeguards (10:48) Technical safeguards: Leveraging hyperscaler frameworks for model compliance and data anonymization (13:39) Product Trust Controls: Demonstrating reliability through role-based access and thresholds (16:25) Why engineering leaders should experiment in small teams before global rollout (20:35) Simulating Chaos: Using Business Continuity Planning (BCP) to test AI system resilience (22:13) Workflows with a brain: Transitioning from deterministic flows to agentic runtime decisions (24:16) The AI Team Profile: Why backend system engineers, not just data scientists, are the bedrock of agentic products (29:25) Cultivating a mindset shift toward agentic system orchestration (32:10) The shift to systems thinking: How engineering roles evolve from "building pieces" to managing end-to-end system flows (33:38) How to approach strategic business thinking as an engineering leader (36:43) Rapid Fire Questions: Guy Kawasaki's "Think Remarkable" and the best way to predict the future (38:23)   LINKS AND RESOURCES Think Remarkable: 9 Paths to Transform Your Life and Make a Difference - Tech titan and creator of the Remarkable People podcast Guy Kawasaki delivers a practical, tactical, and sometimes radical discussion of how to make a difference in the world and live a fulfilling life.   This episode wouldn't have been possible without the help of our incredible production team: Patrick Gallagher - Producer & Co-Host Jerry Li - Co-Host Noah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/ Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/ Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The last time Canva CEO Melanie Perkins was on Decoder, the company was starting a big push into enterprise. Now, she's leading it through a total reinvention, going, in Canva's words, "from a design platform with AI tools to an AI platform with design tools." But there's a lot of competition in that AI enterprise space. Not only is Canva competing with design software like the Adobe Creative Suite, but also it's competing with AI companies, like Anthropic and Meta, that are launching their own AI design platforms. So we talked a lot about whether Canva really is the right platform to bring the whole workspace together. Read the full interview transcript on The Verge. Links:  Canva AI 2.0 goes all in on prompt-powered design tools | The Verge The creative software industry has declared war on Adobe | The Verge Anthropic launches Claude Design | TechCrunch Canva is now in the coding and spreadsheet business | The Verge Melanie Perkins thinks the world needs more alternatives to Adobe | Decoder (2024) ⁠Subscribe to The Verge⁠ to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder is produced by Kate Cox and Nick Statt and edited by Ursa Wright. Our editorial director is Kevin McShane.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Send us Fan MailThis week's enterprise software developments highlight how AI orchestration, ecosystem partnerships, and platform specialization continue to reshape the market. Usercentrics announced plans to acquire MCP Manager, strengthening its capabilities in consent and privacy governance as regulatory pressure grows. Meanwhile, Sage expanded its AI strategy by partnering with Augusta Labs to accelerate the development of an AI Center of Excellence, while ServiceNow both enhanced its global partner program and deepened its collaboration with OpenAI—signaling continued momentum around AI-powered workflow automation. Product innovation is also advancing across industry and marketing platforms: Syntax introduced a construction toolkit designed for SAP environments; Zone & Company launched an agentic orchestration layer for finance automation; and NiCE unveiled the Cognigy Simulator as an AI performance testing environment. In the marketing technology space, Optimove released an AI content decisioning agent, RainFocus introduced new workflow capabilities for event operations, and Algolia partnered with Microsoft to enable real-time product data delivery for AI-powered shopping experiences—reinforcing how AI agents, orchestration layers, and ecosystem collaboration are rapidly becoming foundational elements across modern enterprise software platforms.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=YbpRZ1iq_T4Questions for Panelists?

My guest today is Mitchell Green. Mitchell Green is the co-founder and managing partner of Lead Edge Capital, a growth equity firm that has spent 15 years building one of the most disciplined investment machines in the business.  Unlike most firms chasing power law outcomes, Lead Edge is designed to deliver consistent returns by talking to thousands of companies a year, applying a rigorous eight-point criteria to filter down to a handful of investments, and leveraging a uniquely constructed LP base of world-class executives and entrepreneurs.  In this conversation, Mitchell walks through every component of the machine, from how they source and evaluate companies to how they think about selling, building culture, and staying competitive in a world being reshaped by AI. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit ⁠vanta.com/invest⁠.  ----- ⁠WorkOS⁠ is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit⁠⁠ ⁠WorkOS.com⁠⁠⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like the Best (00:00:53) Episode Intro: Mitchell Green (00:02:01) Cold Calling 10,000 Companies (00:03:54) Building the Lead Edge Machine (00:06:15) Lead Edge's LP Profile (00:09:22) Hitting Doubles and Triples (00:11:39) Knowing When to Sell (00:15:08) Lead Edge's Eight Buying Criteria (00:18:12) The Opportunity in Enterprise Software (00:24:54) Using Criteria for Filtering, Not Prediction (00:27:11) Building Relationships with Entrepreneurs (00:29:16) Improving the Investment Machine at Scale (00:31:59) Lead Edge's Culture (00:35:08) Mitchell's Schedule (00:36:37) The Mount Rushmore of Investment Machines (00:38:40) The AI Readiness Score (00:40:50) Overhyped, Frothy Markets (00:42:16 When AI Will be a Good Opportunity (00:44:29) Lessons from Competitive Skiing (00:47:33) Starting a Fund & Keeping Score (00:49:15) The Kindest Thing