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"It's not the print, it's the spending that continues to concern investors," says Daniel Newman of Futurum when discussing Oracle's (ORCL) earnings. The cloud company posted an earnings beat and massive backlog totaling more than $630 billion, but is doing so through raising more debt funding. Daniel adds that it's okay for the AI rally to cool after a parabolic run over a few weeks. He also gauges risk in upcoming IPOs as market cap for some top $1 trillion. ======== 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
Píseň Zdroj / Razam (1 min.), kázání "I ty se můžeš mořem stát" (13 min.), píseň Zdroj / Razam (6 min.) při bohoslužbě v kostele sv. Mikuláše 24. 5. 2026 v Holostřevech, celkem 20 min. Kázání je zarámováno písní Zdroj v interpretaci skupiny Razam, jejíž koncert následoval po bohoslužbě. Poselství této písně převzaté od Romana Dragouna (Futurum) skvěle dovyslovuje to, co jsem v kázání vyslovit schopný nebyl... ZDROJ (Viktor Dyk a Iva Marešová, 2010) https://www.youtube.com/watch?v=qe7r-thrOI0 ZDROJ (Roman Dragoun, Futurum) https://www.youtube.com/watch?v=jBg156710h4 ZDROJ (slova a video) https://www.supermusic.cz/piesen.php?idpiesne=836309 ZDROJ (Roman Dragoun - František Roman Dragoun - Futurum) Ze zdroje odkud světy srší a do věčnosti rotují, varhany bouří, jásej v duši, a všech svých hříchů lituji, ze zdroje odkud život září, východy sluncí ve zlatě, čiň vše s láskou, ať se ti daří a tvoje dílo pozná tě. Ze zdroje s hukotem se řítí, myšlenek čistých vodopád, viděl jsi moře, prozradí ti, i ty se můžeš mořem stát. I ty i já i já i ty i my i vy se můžem mořem stát. i ty i já i já i ty i my i vy my můžem lásku dát. Ze zdroje národ má své syny a taky dcery, vavřín ve vlasech, oči z hvězd a tělo z hlíny, uhnětu, jen mě tvořit nech. I ty i já i já i ty i my i vy se můžem mořem stát. i ty i já i já i ty i my i vy my můžem lásku dát. A co když v solný sloup se změní čas, který zpět se ohlédne, ze zdroje prýští světlo denní, láva co v život dílo mění, z balvanů spících v poledne. I ty i já i já i ty i my i vy se můžem mořem stát. i ty i já i já i ty i my i vy my můžem lásku dát. Srov. také: https://ivamaresova.cz/ https://www.facebook.com/razamaivamaresova/ https://www.youtube.com/watch?v=f90WY6GPSso https://www.youtube.com/watch?v=MrP0Hel4fgc https://www.youtube.com/watch?v=oZeCV4S0l44
Futurum president Dan O'Brian sits down with Sam Vadas to talk about Nvidia's (NVDA) earnings and the ripple effects it created across tech stocks. He outlines how the numbers don't just show demand for AI chips, but the whole AI stack. He points to data centers and energy companies as key beneficiaries. Dan turns to the quantum computing space as another portion of tech investors should keep an eye on after the Federal government distributed $2 billion to several companies, including IBM Corp. (IBM). Futurum president Dan O'Brian sits down with Sam Vadas to talk about Nvidia's (NVDA) earnings and the ripple effects it created across tech stocks. He outlines how the numbers don't just show demand for AI chips, but the whole AI stack. He points to data centers and energy companies as key beneficiaries. Dan turns to the quantum computing space as another portion of tech investors should keep an eye on after the Federal government distributed $2 billion to several companies, including IBM Corp. (IBM).
The technology research and advisory industry is being rebuilt from the ground up, and Daniel Newman is leading that charge from the inside. As CEO of Futurum, Newman has spent the last several years transforming what was once a traditional media and analysis firm into a real-time AI-powered intelligence platform serving technology buyers, enterprise investors, and the world's largest technology providers. As a seven-time bestselling author, frequent voice on CNBC, Bloomberg, and the Wall Street Journal, and a recognized name in enterprise technology analysis, Newman has built Futurum through disciplined bootstrapping, strategic acquisitions, and a willingness to reinvent the business model before the market forced his hand. With a major acquisition now in progress that will add hundreds of financial services firms and approximately $2Trillion in enterprise spend to the platform, Futurum is entering a new phase, one that Newman believes will redefine how decisions are made and how investors capitalize on the opportunity in the enterprise tech market. On this episode of The Reboot Chronicles Podcast, we sit down with Daniel Newman, CEO of Futurum, to unpack how he built and scaled one of the most influential independent technology research platforms in the world. We discuss why he saw the generative AI disruption coming before most of his peers and how Futurum is using AI to reinvent its own business model in real time. We discuss what enterprise leaders are still getting wrong about AI adoption and close with a personal reboot story that shaped Daniel's approach to risk, resilience, and building through uncertainty.
Futurum president Dan O'Brian breaks down some of this week's Mag 7 earnings by highlighting ongoing supply constraints across the industry. He reviews how major AI stocks are performing on a broader scale with a close eye on Apple (APPL) and notes on what investors can expect to be surprised by this week. Dan also weighs on AI CapEx and the roadmap for Big Tech firms to deliver on ROI. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Erin Gertner, vice president of the Partner Organization and SMB sales at Cisco Canada The Cisco 360 Partner Program launched in January after roughly eighteen months of co-development with the partner community. It represents one of the most significant overhauls to Cisco’s channel model in more than two decades – replacing the Gold/Silver tier structure with architecture-specific “Preferred” designations, consolidating multiple incentive programs into the new Cisco Partner Incentive, and fundamentally shifting how partner value is measured, from transaction volume toward capability depth and lifecycle engagement. Three months in, Erin Gertner, vice president of the Partner Organization and SMB Sales for Cisco Canada, says the Canadian response has exceeded internal expectations – including on metrics Cisco had set internal targets around, like the percentage of partners achieving Preferred status. The surprise wasn’t just the numbers. Partners, she says, have been telling Cisco they appreciate the accountability around technical certifications. The Partner Value Index requirement to maintain certification levels gave partner leadership internal cover to prioritize training investments they already knew they needed to make. On the end of Gold: Gertner acknowledges the market education challenge, but argues Preferred is actually a more accurate signal than Gold ever was – since Gold could historically be earned through volume in a single area, while Preferred reflects genuine architectural depth. On the incentive shift: the current structure remains 90% weighted toward the “land” motion, with 5% each for adopt and renew. The rebalancing is coming, the timeline isn’t confirmed, and Gertner’s advice to partners is consistent: start building adoption and managed services practices now, because it takes years, and waiting for the incentives to change is waiting too long. Read Full Transcript 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 as always, your host for the show. Cisco’s 360 Partner Program was a long time coming. Eighteen months of co-development with partners, significant changes to how Cisco recognizes, rewards, and incentivizes its channel, including the end of the Gold designation that partners have built their brands around for more than two decades. The program launched in January and we’re now at roughly the three-month mark, which means it’s a good time to ask: how’s it actually going? Erin Gertner is vice president of the Partner Organization and SMB Sales for Cisco Canada, and she was closely involved in rolling 360 out to the Canadian market. We get into what surprised her most about how Canadian partners have responded – and some of the feedback wasn’t what she expected. We talk about what the end of Gold actually means for partners who built their reputation around it, where the incentive math is landing, and what the shift towards rewarding capability depth and lifecycle engagement looks like in practice for partners of all sizes. There’s also a practical question at the heart of this. If you’re a Canadian partner who’s still figuring out how to position yourself in the new program, what should you be doing right now? Let’s get right into it. My chat with Erin Gertner. ROBERT DUTT: Erin, thanks for taking the time. I appreciate it. ERIN GERTNER: Thank you for having me. ROBERT DUTT: 360, the partner program – long awaited, rolled out I’m going to say eighteen months or so ago, but has been live now for a quarter. How’s it going? What surprised you on the upside, and what’s been harder in getting the program out there than you expected? ERIN GERTNER: Yeah, it was a long eighteen months, but I’m glad we did it that way. I was telling somebody yesterday, I think we very intentionally took the hard road on evolving our partner program. As you’re well aware, our previous partner program had been in place for over twenty years, and was very beloved by our partners. And candidly, it was wildly profitable for many of them. So I think there was a lot of angst in the machine around changes, but there came a time where we really did have to go out and evolve our program as the market has changed. So we intentionally took the harder road, which was to co-innovate the program with our partners, versus us creating a program and pushing it out to the partner community. Early days, we got a ton of feedback from partners. We certainly made a few mistakes, but I really do think we did a great job listening to feedback from the partners and making adjustments where necessary. Obviously, the Canadian market is quite different from my peers in the US, as an example – same thing as EMEA and APJC. And it’s hard to make a program that fits for everybody. But I do think we’ve done a good job of creating a model, and having the ability to adjust a model that takes care of the majority of our partners. What surprised me the most was: we tried to take a really strategic approach in Canada. As I said to my team, my biggest fear at the end of this is that we have partners who say “I wasn’t ready” or “I didn’t know.” And we really operated with that in mind. So our goal was to have the majority of our partner community as ready as they possibly could be, earning either the same, if not more, with us. We did workshops with all of our partners. We enabled our distributors. We spent a really long time sitting in front of our partner community, helping them understand what investments they would need to make to be successful, as well as what would be the payoff on those investments. Some of the asks around training and other elements of the program did require investment from the partners. So we wanted to make sure we could demonstrate to them that there was a strong outcome – that there was profit to be made should they make those investments alongside us. The thing that actually surprised me the most is that our partner community in Canada is in very good shape in terms of being able to earn with us in the future. We had some metrics and some targets that we aspired to – a certain percentage of our partners achieving Preferred, for example – and we were able to exceed those metrics. But actually, the thing that surprised me the most is that a lot of our partners came back to us and said, “I like the accountability you have around our technical capabilities, because a lot of this does center around getting Black Belts, as an example.” And one individual said to us, “Behind the curtains, I don’t know if our team was spending as much time as they needed to on training and maintaining our certification levels. And this has really compelled our team to ensure that they are certified in all the right technologies, and we’re having better conversations with customers.” So I thought there would be a little more noise in the machine, and there certainly was at different points – we made those adjustments along the way – but the feedback has been overwhelmingly positive from the Canadian community. I think the team did a really good job of making sure we were hand-in-hand with our partners, because their success is so critical to us. We know if they’re not making money with us, they have choices in the market and they won’t continue to lead with Cisco. ROBERT DUTT: So to that point – CRN in the States surveyed partners heading into the launch and found about 40% were positive, about the same number were in the wait-and-see camp, and very few – I think it was about 7% – were actively unhappy with the way things were looking going into 360. Now that the program’s live and partners have actually had a chance to see their PVI and the incentives and how it all looks to them, have you seen the mood trend in Canada? Have you started to see those wait-and-sees move toward the positive camp, or what are you seeing in terms of that momentum? ERIN GERTNER: I mean, I think our big partners were sort of a no-brainer. A lot of them had a lot of the skills, depth, and capability that were going to be required to get them into Preferred in all the categories. So a few of them grumbled early on because they had to do a little bit more training and enablement, but they quickly hit the thresholds and they’re all in good shape. What we’ve actually seen is our distributors took a really strategic approach to our two-tier partners, and they’ve been running a lot of workshops and working hand-in-hand with some of our smaller partners. And we’ve actually seen quite a few new partners come on board because they have the ability to be specialized in certain architectures. For example, we’ve been recruiting more security partners, and the distis have done a great job of working alongside those security partners to help get them up and running. Because a piece of feedback we used to hear in our old program was: “It’s really hard to earn with you because we don’t want to be a network reseller. That’s not interesting for us. We’re a pure-play security partner and we’d like to continue to be a pure-play security partner. And just because it fits for you, it doesn’t fit for me.” I think this evolution of the program has allowed partners who are pure-play security partners, or great data centre partners, to come on board and start earning rebate pretty quickly, as well as get the designation so customers know that they are deeply skilled and deeply qualified in that particular architecture. ROBERT DUTT: From your comments a bit earlier, it sounds like partners who you expected to be hitting Preferred are hitting Preferred, and in some cases folks who you maybe weren’t expecting to hit Preferred are hitting Preferred – which is a nice little bonus. But as PVI becomes the engine of the new model, do you find that Canadian partners are generally landing where they expected? ERIN GERTNER: Yeah, for the most part. We do have a few partners who do a lot of business with us but are smaller – just have a few employees – and they’re very critical to our business because they serve some small subsegment of the public sector, for example. Those are the corner cases that we’ve been taking back to our global team, and they’ve provided some flexibility in how we treat those partners. Because again, when we looked at our partner landscape, we wanted to make sure everybody who plays a critical role in how we deliver our business for Cisco Canada was taken care of. For the most part, the program has fit the good majority of our partners in the Canadian landscape. For the ones where there are exceptions, or where the program doesn’t make full sense, we’ve been working with them in the background to try to figure out: can we help make an investment, or can we look at treating some of those partners in a bit of a different way to make sure they’re going to be successful with Cisco and continue to earn with Cisco? So some of that is still underway, even though the program has already launched. We’re still continuing to tweak it and take feedback. ROBERT DUTT: VIP was for so long the thing that partners watched most closely – the best indicator of where Cisco thinks we should be pointed. How is CPI, the Cisco Partner Incentive, actually landing now that it’s out there? Before launch, I think anytime you switch something like that, there’s always going to be the “what if we used to get X millions in rebates and now we get half of that?” Now that it’s live, how’s the math working out? And do you find partners are generally at least at parity with where they were with VIP? ERIN GERTNER: We haven’t gotten to a point where we’ve given anybody a check yet, because we’re still in the infancy of the program. But all the feedback I’ve heard from partners so far – and we have a few partners who sit on our advisory board, so they were early in testing out those calculators and have a really good sense of where they’re going to land – the majority of those partners have said they’re tracking to the same or better from a profitability perspective. Again, to your point around VIP, it’s always very clear where we’re leaning in and where we’re trying to go as a company based on the back-end rebates and the accelerators that follow alongside that. So I think our partners do have a good understanding of where they need to focus and what the outcome will be of that focus. So far the feedback has been very positive from the calculator, but I guess we shall see in a few months from now. ROBERT DUTT: Let’s talk about the end of Gold. It was such a standard for such a long time. It was well understood by partners and I think it was well understood by customers. Longview was one of the first Canadian partners to achieve Preferred in all five of the architectures, but they still flagged some concern with the fact that there’s not an easy way to signal that multi-architecture depth the same way that Gold used to in one easy packaging. For a Canadian partner that’s kind of built their brand around Gold or included that in their messaging, what’s the practical guidance in positioning their expertise to their customers now, especially looking across architectures? ERIN GERTNER: I think you said part of it in the question, right? The fact that they are the first, and that they are Preferred in all the categories, is actually better than Gold. I was talking about this to somebody yesterday. What is interesting about Gold – and I was actually on the sales side of our business for the majority of my career – there was always this perception that if you were a Gold partner, you were great at everything. And that was a market perception for a really long time. When in fact, when you pulled back the covers, you could be a Gold partner just by selling a lot of one thing. So we’ve actually embarked on a marketing campaign that’s been live for a few months now – I think you probably heard about it at Partner Summit – talking about some of the change in our branding. Now when customers are evaluating our partners, or when our account teams are evaluating when to bring in partners, the fact that it’s very clear which partners have the right expertise, the ones who have made the right investments and who’ve got really deep technical depth – that’s now very clear with Preferred status versus what used to be Gold. I think we still have some market education to do around what it means to be Preferred and the amount of investment that partners need to make to get into Preferred status in each of those architectures. There was quite a bit of chatter at some of the advisory boards about Gold going away and what they felt that meant to their business and their market. But I actually like where this program has gone because their expertise is very clear now, which wasn’t the case with Gold. ROBERT DUTT: Gold did have this great market perception of being good at everything. It was easy to capture in kind of one word, one concept. But your point there then is that it’s easier with Preferred to express where you’re good and the breadth of that. That’s an interesting takeaway for partners. The philosophy in the program has shifted even more so than in the previous shift – away from rewarding transaction volume, towards rewarding capability depth and lifecycle engagement. Sounds great conceptually, and I understand why it’s important, but for a partner whose business model has been built around those big infrastructure deals and landing them, what does that transition look like in practice? Is there a smooth ramp to getting that worked into the business, or is there potentially a cliff here?ERIN GERTNER: So it’s a multi-year journey to getting to a true place where our incentive programs are going to be aligned to full lifecycle. The intent of the program is to work with partners to build those skills and capabilities around lifecycle, adoption, managed services, and all the other things we’re asking them to build. But we know for some partners that is a multi-year journey, and that’s okay. When we look at our back-end rebate structure, we are taking a slower approach. On the surface, we’re asking partners to do all these things with us and come along for the ride – but we are still incenting them very heavily on hardware resale in the near term. We want to make sure they have a very clear path and that they do understand that we’re evolving the business and we’re evolving the way we incent for good reasons. We need to do that. Adoption – especially as software continues to be a larger portion of our overall business – and lifecycle becomes even more critical over time, as well as the renewal business. But we aren’t just flipping a switch. The intent of this program was never to punish, and it was never meant to save Cisco money. We talked a lot about how partners are so critical to our success – we want to make sure they are continuing to be very profitable with us. So we’re trying to take them on a longer-term journey and we’re not trying to make it hurt. ROBERT DUTT: The engagement metrics right now are sitting at 90% land and 5% each to adopt and renew. I think Tim Coogan has said that that will shift over time as the market dictates, but how fast do you see that coming? Should partners be building those adopt-and-renew muscles now in anticipation of the bigger shift, or is there still some runway there? ERIN GERTNER: I would say we need to get started now. Some of those certifications take a year or two, and building those practices – for partners who have historically sold hardware, building out an adoption practice – I mean, we did it, and it took us a couple of years to get that up and running. So building out those practices is really critical for partners. What’s interesting about this program is that we had partners asking us to shift away from paying solely on hardware, because they were saying, “You’re asking us to go out and do all this extra work with customers to help them deliver the outcomes they’re looking for. We should be incentivized around that as well.” So I would say: get started now. I don’t think I can speak to when our back-end programs are going to shift more to adoption and renew, because nobody has shared that with me. I’m not sure we even know – I think we want to see where our partners are on the journey. But I would say get started now. Get yourself in a place where that makes sense. And candidly, you’re going to yield better outcomes from your customers and better renewal rates if you’ve got a great practice around that. I was talking to a partner a few weeks ago who said, “We love the whole adoption motion. It has us having conversations we’ve never had with customers, and we’re much closer to the executives at our customer base because we’re talking about use cases and talking about whether we’re seeing success or whether we need to pivot. We’re having quarterly touchpoints and QBRs talking about whether or not what we sold them is working and they’re seeing value from it.” So I think it’s a good motion for partners to build regardless. It will drive a different level of engagement and conversation with their customers. When we’re going to fully incentivize around it, I’m not entirely sure – but I know it’s coming. Be ready, start building that expertise now. There’s hopefully limited downside to doing so. ROBERT DUTT: One of the things that analysts have noted about the program change is that it’s really a bet on skills first – that partner value is measured by what you can do, not how much you sell. That’s a big cultural shift, not just a programmatic one. Acknowledging that there are going to be some partners who are maybe a little bit behind the curve, and some who are ahead of you saying “what took you so long?” – how far along are Canadian partners in making that mental shift themselves? ERIN GERTNER: I can feel [they’re] pretty far along. I think it was a bit of a shock early on because we never had any accountability in our programs around maintaining certification levels and technical depth. But our best partners have great technical expertise and a really strong understanding of our solutions and what they can deliver to customers. And as I said earlier, some of the feedback we’re getting from partners is, “I’m glad you’re doing this – it’s holding us accountable to making sure we’re staying on top of the solutions.” Our portfolio has moved so quickly over the last couple of years. Our best partners are the ones who have great understanding of the technology and what it can deliver. So I think early on there was a little hesitation from some partners around that, but the feedback has been overwhelmingly positive in the last little while. ROBERT DUTT: Let’s talk about SMB. The Canadian channel in market skews toward small and mid-size, and this happens to roll into your line of work as well. I’m seeing two different takes on what 360 means for smaller partners. Tiffani Bova from Futurum warned that smaller or resource-constrained partners may be sort of specialized out of the ecosystem. But Cisco’s analysis with Techaisle argues that 360 dismantles the bias toward big partners. Those are two very different reads. I’m curious what you’re seeing in the market in Canada and what’s closer to the truth in practice. ERIN GERTNER: It’s so funny when you ask – we were joking about this yesterday on a call. When you ask one set of partners, they’ll say 360 was created for the big partners. And then you ask another set of partners, they’ll say 360 was created for the small partners. So it was really created for everybody. I think the distis have done a really good job of leaning in with some of our SMB partners and helping them figure out where they want to play and what they need to do to be successful. They also have a lot that they can bring to bear to some of the smaller partners – for example, they’ve got a really good EA practice, and they can help augment some of those skill sets that are required for the SMB partner. So if there is an SMB partner out there that wants to work with us, distis are really well equipped to help them get on board. And we’ve also got some incentives, programs, and specializations that are offered specifically for the SMB market. Still, a good majority of our business happens with our big partners, but also through that two-tier channel and distribution. And we need those partners to be successful alongside us. We’ve made a lot of investments to ensure that’s the case. Is it going to be perfect for everybody? Maybe, maybe not. But we certainly did craft the program to make sure that SMB would have an equal chance at success. ROBERT DUTT: One of the big promises of 360 is that managed services is now treated as a standard earning motion rather than kind of an exception to the rules. How’s that landing? Are you seeing Canadian MSPs that have their operational maturity and lifecycle engagement reflected in PVI, or is there still friction to be resolved there? ERIN GERTNER: I think it looks a little bit different, but we actually are seeing a lot of our partners go out and build Cisco Partner-Powered managed services, which I love. Due to the shift in 360, I was working with a partner a few weeks ago who’s building out a managed Meraki practice, and we’re also seeing a lot of partners starting to build up managed security with us as well. Going through the certifications can be a little bit cumbersome, but we’ve also made quite a few investments in our partners to help ease some of that transition – especially partners who are building really great, highly relevant managed services for SMBs or for any customer base. We’re trying to offset the cost or do what we can to help them through that journey, because I know in some instances it is a heavy lift. But the focus around managed services has actually been really good. Partners are getting thoughtful around where they can deliver value to their customer base, where there’s opportunity, and they’re coming to us proactively to build, which I love. ROBERT DUTT: One of the neat things about the program is the fact that Meraki CMNA and CMSS certifications now actually count towards Black Belt, and that’s an important part of the program. CMNA, CMSS – it feels like a big deal for SMB-focused partners. Are you seeing Canadian partners taking advantage of that pathway and getting represented better because they have those certifications? ERIN GERTNER: Again, everybody’s path looks a little bit different. I was just working with a small partner who’s going out and getting his CCNA and getting himself certified so he can improve his PVI score. And that’s been awesome. Having more technical people at our partners who know a lot about Cisco has been an interesting journey for them. He was sort of grumbling a little bit at the beginning doing it, and then he said [it was rewarding [? – unclear in audio**]], being able to have a little more depth to conversations when he’s sitting in front of a customer. So we’re seeing partners take all different types of paths to get to where they need to be from a certification perspective. But again, it is certainly holding them accountable and encouraging them to get more technical depth and capability into their organization, which ultimately will serve the customer better over time. ROBERT DUTT: The Secure AI Infrastructure specialization drove three times the enrollment of any previous specialization, from what I’ve read. What does that tell you about where partner investment is heading? Is there a risk that everyone rushes toward AI and neglects the bread-and-butter networking and security competencies? Or are we pretty much so well entrenched there that there’s the opportunity to build into the next thing and still defend the home base? ERIN GERTNER: I keep saying to partners: there’s no AI without a network. And when we left Partner Summit, I had three partners come up and say to me, “That was my biggest aha moment of this whole thing.” Even if you’re not selling Cisco servers – which we encourage them all to do – whatever you’re doing is built on the foundation of a secure network. So I love that people are gravitating more toward AI, because it does pull through. If I go back to the days of IP telephony, we used to joke when I was in the field, if somebody bought a phone, it pulled through PoE ports – I think AI is going to be the same opportunity for a lot of our partners. It’s going to pull through observability, it’s going to pull through security, it’s going to pull through networking. So I almost think those things very much go hand in hand together, versus standing on their own and being autonomous. ROBERT DUTT: Finally, if you’re a Canadian partner listening to this and you’ve been in the program and getting used to it for coming up on a quarter now – what’s the one thing you should be doing right now to position yourself as the program matures? What’s the one thing you can differentiate yourself by year end? ERIN GERTNER: That’s a great question. I think it’s going to end up being a few things. One: make sure you have a good understanding of the program and how it works. Because again, it was intended to make sure our partners are making money working with Cisco. Profitability is number one for us in the channel. We value our partners so much. I have a partner who always jokes, “The thing I love about working with Cisco is you guys always ask us about our profitability” – and we really do care deeply and immensely about the profitability of our partners. So to your point around VIP, you can always sort of tell where Cisco is going. I hope all of our partners have a pretty good understanding of where we are going – and if you don’t, reach out to us directly or to our distributors. If you follow the bouncing ball on that one, make sure you are leading with a secure networking conversation, and make sure whoever you’re working with has a lot of depth and knowledge in how to leverage the program and how to work within the confines of it. Go out there and be loud and proud of where you are with your PVI score and where you are focusing from an architecture perspective. We love that there’s a really large breadth of partners who are good at many things, or really good at one or two things – and that works for us. Again, if you need help to be successful, reach out to our teams, because we love working with our channel partners. ROBERT DUTT: All right. Erin, thanks for taking the time, and congratulations on getting the program out there, getting it launched, getting it established. Good luck on quarter two and beyond. ERIN GERTNER: Thank you. Thank you for the conversation. I really enjoyed that. ROBERT DUTT:There you have it – Erin Gertner from Cisco Canada. I’d like to thank Erin for her time on this one. A few things worth sitting with. The feedback from the Canadian partner community has apparently been more positive than even Cisco expected – including partners who said they actually appreciated being held accountable to their certification levels because it gave them internal cover to make the training investments they knew they should have been making anyway. That’s a more honest answer than most vendor channel chiefs would volunteer. The other thing I’d keep in mind: the incentive structure is still heavily weighted toward hardware resale in the near term – 90% land, 5% adopt, 5% renew. But Erin was pretty clear that the shift towards adoption and managed services is coming. The timeline just isn’t set. Her advice was simple: start building those muscles now, because it takes a couple of years to get an adoption practice up and running. Don’t wait till the incentives force your hand. If you’re enjoying the In The Channel podcast, you can find us on Apple Podcasts, Spotify, YouTube, and most podcast directories. Follow, subscribe, leave a rating and review if you’re feeling generous – it all helps. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.
Every major enterprise platform this quarter — Salesforce Headless 360, Workday Agent System of Record, Microsoft Copilot Studio, SAP Joule, Oracle agentic, ServiceNow Moveworks, IBM watsonx Orchestrate — is pitching a control plane for your AI agents. But none of them is solving the real problem: who inside your organization actually owns the agent workforce, and who's steering it at the speed agents now act? In this edition of Lens Four,
Every major enterprise platform this quarter — Salesforce Headless 360, Workday Agent System of Record, Microsoft Copilot Studio, SAP Joule, Oracle agentic, ServiceNow Moveworks, IBM watsonx Orchestrate — is pitching a control plane for your AI agents. But none of them is solving the real problem: who inside your organization actually owns the agent workforce, and who's steering it at the speed agents now act? In this edition of Lens Four,
Aufgrund der aktuellen Ereignisse gibt es diese Woche ausnahmsweise eine zweite Folge: Mit dem Text zu Beginn nehmen die beiden Bezug auf die Geschehnisse, die derzeit durch die Medien geistern. Der Rest der Folge wurde vorab aufgezeichnet, soll aber auch nicht unter den Tisch fallen: Manuel wird Geburtstag gehabt haben – Vorsicht: Futur II oder auch Futurum exactum! – und genießt seine Torte, während Simon überlegt, ob diese „umprogrammiert" worden sein könnte. Immer her mit den Verschwörungstheorien! Apropos: Der Wahlkampf in Berlin veranlasst die beiden zu einer hitzigen Debatte über unmögliche Plakatsprüche. Später wird eine neue Rubrik geboren: In „Der Barde und die Dampfwalze“ liest Manuel Simon jedes Mal ein neues Gedicht vor. Das kann ja heiter werden.
Cory Johnson with Epistrophy Capital Research and Daniel Newman with Futurum recap the tech-filled week during Nvidia's (NVDA) GTC 2026 conference. Among the topics they discuss: how Nvidia will grow following the slew of tech innovations and partnerships, who will benefit from growing CapEx spending, and ways AI adoption shapes how businesses are built. ======== 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
Ahead of Alibaba's (BABA) earnings next week, Henry Greene with KraneShares and Futurum's Olivier Blanchard break down their expectations for the Chinese tech firm. Olivier notes Alibaba's strong positioning in China's AI evolution, though he believes it could take several quarters before generating significant growth. Henry has a similar outlook while also directing investors' attention to the upcoming Chinese holiday serving as a short-term headwind.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Futurum's Daniel Newman talks about his firm's "AI 15 picks," which includes software companies like Palantir (PLTR) and utility-based stocks like Nebius (NBIS) and IREN Ltd. (IREN). While the Mag 7 remains in the spotlight due to their size, Daniel urges investors turn to smaller names with potential to maximize profits with AI. On Palantir, he sees more upside despite the company's tremendous valuation. However, his "best idea" is still a Mag 7 pick in Meta Platforms (META). ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The software sell-off continues, but the CEOs of LegalZoom and Box both say AI agents will make those platforms more valuable in the long run. Futurum makes the case for Google as an AI infrastructure utility ahead of earnings. Plus, the potential headwinds on the horizon for Bitcoin. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Futurum president Dan O'Brien joins Market On Close minutes following Intel's (INTC) earnings sell-off. Beats across the fourth-quarter report leads Dan to believe the selling action came from guidance. Even with some restraints, Dan expects Intel CEO Lip-Bu Tan to lead a strong company turnaround with a laser focus on its foundry business. Inking a deal with a Big Tech firm like Apple (AAPL) or related Mag 7 company is what he sees investors wanting the most. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
For 2026, AI is no longer a trend—it's becoming foundational infrastructure, transforming how software is built, how cloud and data centers operate, how security is enforced, and how businesses compete. Predict 2026, hosted by Futurum, explores these shifts with sessions on agentic AI, accelerated development, trust and security, data infrastructure, and the physical limits of AI. Leaders will gain insights into how AI will reshape SaaS pricing, DevOps cycles, cybersecurity strategies, and operational models, helping them prepare for rapid, unavoidable changes. The event emphasizes actionable understanding over hype, making it essential for organizations that want to lead rather than react in the AI era.Time Stamps: 0:00 - Cold Open0:23 - Welcome to the Tech Field Day News Rundown1:17 - Apple Teams Up with Google to Power AI-Powered Siri4:30 - Veeam Expands Into Appliances with Object First Acquisition8:11 - OpenAI and SoftBank Invest $1 Billion to Build AI Data Center Infrastructure11:51 - Palo Alto Networks Launches SHIELD Framework to Secure AI Vibecoding16:47 - Cursor and 1Password Partner to Protect Secrets in AI Coding20:04 - Congress Moves to Reauthorize National Quantum Initiative23:57 - Predict 2026: AI Takes Center Stage as the Force Shaping Business and Technology32:51 - The Weeks Ahead: Upcoming Tech Field Day Events35:39 - Thanks for Watching the Tech Field Day News RundownFollow our hosts Tom Hollingsworth, Alastair Cooke, and Stephen Foskett. Follow Tech Field Day on LinkedIn, on X/Twitter, on Bluesky, and on Mastodon.
Daniel Newman, CEO of Futurum, provides a candid assessment of Apple's (AAPL) recent A.I. announcements, suggesting a potential leadership change for the tech giant. He delves into the strategic implications of Apple's partnership with Alphabet (GOOGL) and the challenges it faces in the Chinese market. Newman also offers insights into the undervalued potential of Amazon (AMZN) and Meta Platforms (META), highlighting their long-term investment viability.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
13 And after they were departed, behold an angel of the Lord appeared in sleep to Joseph, saying: Arise, and take the child and his mother, and fly into Egypt: and be there until I shall tell thee. For it will come to pass that Herod will seek the child to destroy him.Qui cum recessissent, ecce angelus Domini apparuit in somnis Joseph, dicens : Surge, et accipe puerum, et matrem ejus, et fuge in Aegyptum, et esto ibi usque dum dicam tibi. Futurum est enim ut Herodes quaerat puerum ad perdendum eum. 14 Who arose, and took the child and his mother by night, and retired into Egypt: and he was there until the death of Herod:Qui consurgens accepit puerum et matrem ejus nocte, et secessit in Aegyptum : et erat ibi usque ad obitum Herodis : 15 That it might be fulfilled which the Lord spoke by the prophet, saying: Out of Egypt have I called my son.Ut adimpleretur quod dictum est a Domino per prophetam dicentem : Ex Aegypto vocavi filium meum. 16 Then Herod perceiving that he was deluded by the wise men, was exceeding angry; and sending killed all the men children that were in Bethlehem, and in all the borders thereof, from two years old and under, according to the time which he had diligently inquired of the wise men.Tunc Herodes videns quoniam illusus esset a magis, iratus est valde, et mittens occidit omnes pueros, qui erant in Bethlehem, et in omnibus finibus ejus, a bimatu et infra secundum tempus, quod exquisierat a magis. 17 Then was fulfilled that which was spoken by Jeremias the prophet, saying:Tunc adimpletum est quod dictum est per Jeremiam prophetam dicentem : 18 A voice in Rama was heard, lamentation and great mourning; Rachel bewailing her children, and would not be comforted, because they are not.Vox in Rama audita est ploratus, et ululatus multus : Rachel plorans filios suos, et noluit consolari, quia non sunt.
When it comes to Nvidia's (NVDA) 2025, Futurum president Dan O'Brien says the Mag 7 leader demonstrated its software prowess on top of showing incredible A.I. chip sales. As for 2026, Dan says it will come down to addressing undersupply and how Nvidia plays a role in adding muscle to the next wave of A.I. winners. Ben Bajarin expects the company to maintain its market leadership position and explains where he sees the company filling in gaps of the A.I. trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
As customers try to figure out how to present data to Agentic AI applications, many of them are realizing that it's time for the storage infrastructure team to step up and take a seat at the table. In this episode of Utilizing Tech, recorded live at NetApp Insight in Las Vegas, hosts Stephen Foskett and Guy Currier from The Futurum Group sit down with Ingo Fuchs, Chief Technologist for AI at NetApp, to explore the critical role of data infrastructure in supporting enterprise AI and agentic AI applications. As organizations move AI workloads into production, traditional infrastructures—especially storage teams—must take a more active role in enabling performance, efficiency, and governance. Ingo emphasizes the emerging needs for data quality, control, compliance, and currency, particularly as AI agents begin making decisions and interacting with sensitive enterprise data. The conversation highlights how NetApp's capabilities, such as AI Data Engine and native infrastructure integrations, enable real-time data pipeline management, enforce guardrails, and ensure consistent and secure data delivery. This shift represents a transformative intersection of storage, infrastructure, and AI operations, paving the way for scalable and reliable enterprise AI solutions.Guest: Nick Patience, VP and Practice Lead for AI at The Futurum GroupHosts: Stephen Foskett, President of the Tech Field Day Business Unit and Organizer of the Tech Field Day Event SeriesFrederic Van Haren, Founder and CTO of HighFens, Inc. Guy Currier, Chief Analyst at Visible Impact, The Futurum Group.For more episodes of Utilizing Tech, head to the dedicated website and follow the show on X/Twitter, on Bluesky, and on Mastodon.
Futurum's Dan O'Brien joins Morning Movers to discuss the overall tech sector and last week's pullback, saying "it was necessary at some point." He believes investors are trying to make sense of the massive A.I. capex commitments from the hyperscalers. Dan believes "demand outpaces supply" for at least the next several years saying the primary constraint is around the power grid and what will be the energy behind the tech companies. Later, he previews CoreWeave (CRWV) earnings and says its still a "volatile stock" but points to its Nvidia (NVDA) partnership as a key part of the company's operation. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Futurum's Shay Boloor believes Palantir (PLTR) remains strong after its post-earnings selling action. He points to the company's commercial revenue growth showing a massive runway ahead. Shay sees a $1 trillion market cap sooner than some investors think, though valuations will have to cool first. Joe Castiglie adds that Palantir has "unique tailwinds" that separate it from A.I. peers.======== 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
We are surrounded by intelligent devices and these increasingly use various AI interfaces and processing capabilities to support the needs of users. This episode of Utilizing Tech focuses on edge AI and AI assistants and agents with Olivier Blanchard of The Futurum Group along with Frederic Van Haren and Stephen Foskett. We have all used so-called intelligent assistants, starting with Apple Siri and Amazon Alexa and continuing with Google, Microsoft, and many others. These voice interfaces are increasingly functioning as agents, connecting with various data sources and tools to perform tasks on the behalf of the user. AI assistants have arrived at the same overall paradigm as AI agents, and there is an inevitable crossover between these technologies, as the best of breed components are adopted. The needs of AI assistants has also lead to an increase in availability of specialized processing on PCs and even personal devices, and this helps offload the tremendous need for power and space of AI applications.Guest: Olivier Blanchard, Research Director at The Futurum GroupHosts: Stephen Foskett, President of the Tech Field Day Business Unit and Organizer of the Tech Field Day Event SeriesFrederic Van Haren, Founder and CTO of HighFens, Inc. Guy Currier, Chief Analyst at Visible Impact, The Futurum Group.For more episodes of Utilizing Tech, head to the dedicated website and follow the show on X/Twitter, on Bluesky, and on Mastodon.
From the very first episode of this podcast back in 2020, we've been focused on practical applications for AI technology, and we're starting to see these come to market with agentic tools. This episode of Utilizing Tech features Brad Shimmin, VP and Practice Lead for Data and Analytics at The Futurum Group discussing the ways AI is gaining autonomy with hosts Frederic Van Haren of HighFens and Stephen Foskett, organizer of AI Field Day. Agentic AI is all about autonomy, leveraging generative AI to perform actions on our behalf. There are many different types of agentic AI components, ranging from tools for data and analytics, connections and processes for integrating data, and end-user agents. Increasingly, model context protocol (MCP) is used to specify the capabilities and data for each of these tools, enabling them to work together as part of an agentic process. Frameworks like agent2agent (A2A) enable these components to work together. And models are becoming true platforms to serve the needs of users. Companies like OpenAI, Google, Anthropic, and Mistral are transforming their models into real agentic platforms, while Salesforce, Microsoft, Oracle, Google, and more are trying to support their business customers with Agentic AI. The Futurum Group is addressing this market with their new Signal reports, including a forthcoming one focused on agentic AI.Guest: Brad Shimmin, VP and Practice Lead, Data and Analytics at The Futurum GroupHosts: Stephen Foskett, President of the Tech Field Day Business Unit and Organizer of the Tech Field Day Event SeriesFrederic Van Haren, Founder and CTO of HighFens, Inc. Guy Currier, Chief Analyst at Visible Impact, The Futurum Group.For more episodes of Utilizing Tech, head to the dedicated website and follow the show on X/Twitter, on Bluesky, and on Mastodon.
Futurum's Shay Boloor says the first wave of A.I. in chips and other hardware has been priced in. He says investors need to look at what's ahead and turn to rising A.I. names he sees leading innovation ahead. Shay considers Broadcom (AVGO) "the most hidden $2 trillion company," considering its market share one that can compete with Nvidia (NVDA). He labels ASML Holding (ASML) a "monopoly" in part of the chipmaking process. He later highlights the "OpenAI moment" and his expectations for software spending trends.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Futurum's David Nicholson believes Oracle (ORCL) fits perfectly in the A.I. evolution through "co-ompetition." He sees its cooperation and competition with mega caps like Amazon (AMZN) building a strong foundation for growth. When it comes to Meta Platforms (META), David is concerned the company is spending too much on A.I. as it finds its footing in the space. He also turns to other winners and losers he sees in Big Tech.======== 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
Last week saw the release of a big new report from the Futurum Group around cybersecurity. The research says that the market is going to grow by 11.6% per year for the rest of the decade. By then it should be worth almost $300 billion. Fernando Montenegro states that cybersecurity is a cornerstone of the boardroom and key part of the enterprise risk management strategy. Additionally there are some great suggestions about which areas of security need to be addressed by organizations in the coming years. This and more on the Tech Field Day News Rundown. Time Stamps: 0:00 - Cold Open0:37 - Welcome to the Tech Field News Rundown1:25 - Magic Kill Switch law for AI chips5:13 - Broadcom wants those patches back9:20 - Nutanix adds more NVIDIA to enterprise AI 12:50 - Cisco Unveils Quantum Networking Advances17:10 - Economic uncertainty is taking IT jobs20:47 - sudo Replace This Command24:58 - Futurum Group Foresees Cybersecurity Futures32:04 - Upcoming Tech Field Day Events33:08 - Thanks for WatchingHosts: Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/Stephen Foskett: https://www.linkedin.com/in/sfoskett/Alastair Cooke: https://www.linkedin.com/in/alastaircooke/Follow Tech Field Day: Website: https://techfieldday.com/ LinkedIn: https://www.linkedin.com/company/tech-field-day/X/Twitter: https://x.com/TechFieldDay Bluesky: https://bsky.app/profile/techfieldday.com
Ahead of Okta Inc.'s (OKTA) earnings, Ryan Shrout with Futurum says the biggest headwinds will be competition as cybersecurity becomes "more complicated." He adds that Crowdstrike (CRWD) will not be the company's "biggest competitor." In other tech news, Ryan says it "makes sense" for Broadcom (AVGO) and Nvidia (NVDA) to test Intel's (INTC) 18A process. He also discusses Supermicro's (SMCI) tie to Nvidia as critical for the company's outlook.======== 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
IN HOC PROGRAMMA’ ‘DE WHEELOCK 6th , Ed. capite tertio, paginis 17-23: de nominibus et adiectivis omnibus casibus ex secunda declinatione, de appositione, et de verborum ordine in oratione vel sententia’ ‘SEQUIMUR’ [QUIA “NUNTII IN LINGUA LATINA” ‘INSTRUMENTUM’ ‘AD LATINUM DISCENDUM ET DOCENDUMQUE’ ‘EST’]. ‘NUNTII IN LINGUA LATINA’ ‘IN LINGUA LATINA, ANGLICA ET GALLICA’ ‘*AUDIS’! CIVITATES FOEDERATAE AMERICAE ET RUSSIA CONTRA EUROPAM ET UCRAINAM. 14 TRANSLATIO A FERNANDA SOLÍS VERSAM EST. ‘*CIVITATES FOEDERATAE AMERICAE ET *RUSSIA ‘COLLOQUIA’ ‘DE UCRANIA’ , ‘SINE KIOVIA NEQUE UNIONE EUROPAEA ‘*INEUNT’ . // ‘*EUROPA PERTURBATA ‘*EST’ ‘QUIA DEFENSIONEM SUAM SINE AMERICA ‘COGITARE’ ‘INDIGET’ . AEGYPTO. TRANSLATIO AB ALISSA SOUZA VERSAM EST. ‘*CAIRUS’ ‘SUUM CONSILIUM’ ‘PRO GAZA’ ‘*PARAT’. // ‘*NATIONES ARABICAE’ ‘SUAS OPTIONES’ ‘IMPROVISO IMPETU’ ‘A DONALDO TRUMP, CIVITATUM FOEDERATAE AMERICAE PRAESIDE,’ ‘CAPTAE’ ‘*PRAEPARANT’. //. ‘*AEGYPTUS’ ‘CONSILIUM’ ‘DE REFICIENDO HOC TERRITORIO PALAESTINENSI’ ‘CUM ARGENTARIA MUNDANA’ ‘*EXCOLIT’. {De Wheelock 6th Ed. Capite 3, Paginis 17-23. In hoc nuntio inveni: ¿Quot nomina et adiectiva in secunda declinatione invenis, quae sunt? ¿1 vel plures appositionem invenis? ¿Verborum ordo in orationes vel sententias adaequatus est? ¿Lexico ex capite 3 invenis?}. ‘NUNTII IN LINGUA LATINA’ ‘IN LINGUA LATINA, ANGLICA ET ITALICA’ ‘*AUDIS’! CIVITAITS VATICANAE STATU. ‘PAPA *FRANCISCUS’ ‘IN VALETUDINARIO’ ‘AD ANALYSES FACENDUM’ ‘*EST’ . // ‘*FRANCISCUS, PAPA ECCLESIAE CATHOLICAE ROMANAE 15 A TERTIO DECIMO DIE MARTIIS MENSE ANNO DOMINI BIS MILLÉSIMO DECIMO TERTIO,’ ‘IN VALETUDINARIO’ ‘*MANET’ [QUIA ‘ANALYSES’ ‘MORBOS MULTIPLICES’ ‘*OSTENDUNT’]. {De Wheelock 6th Ed. Capite 3, Paginis 17-23. In hoc nuntio inveni: ¿Quot nomina et adiectiva in secunda declinatione invenis, quae sunt? ¿1 vel plures appositionem invenis? ¿Verborum ordo in orationes vel sententias adaequatus est? ¿Lexico ex capite 3 invenis?}. ‘NUNTII IN LINGUA LATINA’ ‘IN LINGUA LATINA, ANGLICA ET GERMANICA ‘*AUDIS’! TRANSLATIO AB ALISSA SOUZA VERSAM EST. UCRAINA. BELLATOR SOLITARIUS. // [CUM ‘*RUSSIA’ ‘URAINAM’ ‘*INVADEBAT’], ‘*VLADIMIRUS ZELENS’KYJ, UCRAINAE PRAESES’ ‘BELLUM DOMINATOR’ ET , ‘QUOMODO WINSTON CHURCHILL’ ‘PUTATUS EST’. // ‘ID EST: FORTIS ET FIRMUS’ . // ‘NUNC VERO’ ‘DONALDUS , TRUMP, DENUO CIVITATUM FOEDERATAE AMERICAE PRAESES’ , ‘EUM’ ‘RELIQUIT’. // ‘*ZELENS’KYJ’ ‘IPSE SIT’ ‘IAM *NESCIT’ . {De Wheelock 6th Ed. Capite 3, Paginis 17-23. In hoc nuntio inveni: ¿Quot nomina et adiectiva in secunda declinatione invenis, quae sunt? ¿1 vel 2 appositiones invenis, quae sunt? ¿Verborum ordo in orationes vel sententias adaequatus est? ¿Lexico ex capite 3 invenis?}. 16 IN ORBE TERRARUM. ‘*AGE’, ‘ORBEM TERRARUM’ ‘*DIVIDAMUS’. // ‘FOEDUS’ INTER ‘TRUMP, ITERUM C-F-A PRAESES A DIE VICESIMO MENSE IANUARII HOC ANNO’ , ET ‘PUTIN, ITERUM FOEDERATIONIS RUSSICAE PRAESES A ANNO BIS MILLESIMO DUOCESIMO’ , UCRAINAM AESTUAT ET SOCIA CONCUTIT. // ¿‘INTER EOSNE’ ‘EUROPAE PACEM ET FUTURUM’ ‘*DECIDENT’? {De Wheelock 6th Ed. Capite 3, Paginis 17-23. In hoc nuntio inveni: ¿Nomina et adiectiva in secunda declinatione invenis? ¿2 appositiones invenis, quae sunt? ¿Verborum ordo in orationes vel sententias adaequatus est? ¿Lexico ex capite 3 invenis?}. ‘NUNTII IN LINGUA LATINA’ ‘IN LINGUA LATINA, ANGLICA ET HISPANICA’ ‘*AUDIS’! MEXICO. MEXICOPOLIS. ‘AEROPLANA NON GUBERNATA SPECULATORIAS. // ‘TRUMP *REGIMEN’ ‘SEDIS CENTRALIS EXPLORATORIAE’ ‘AEROPLANA NON GUBERNATA SPECULATORIAS, ID EST , VEL VEHICULUM AERIUM EXPLORANS SINE GUBERNATOR, ’ ‘AD NARCOTICORUM CULINAS IN MEXICO INVENIENDUM’ ‘*UTUNTUR’. {De Wheelock 6th Ed. Capite 3, Paginis 17-23. In hoc nuntio inveni: ¿Quot nomina et adiectiva in secunda declinatione invenis? ¿1 appositiones invenis, quae 17 sunt? ¿Verborum ordo in orationes vel sententias adaequatus est? ¿Lexico ex capite 3 invenis?}. ‘NUNTII IN LINGUA LATINA’ ‘IN LINGUA LATINA, ANGLICA ET RUSSICA’ ‘AUDIS’! TRANSLATIONES A SAID RAYMUNDO DELGADO VERSA SUNT. TRUMP ADVERSUS ZELENSKY. '*TRUMP' 'APROBATIONEM ZELENSKII' 'AD QUATTUOR PARTES EX CENTUM CECIDIT' '*DIXIT'. // 'ESTNE HOC VERUM?' // '*ORATIO DONALD TRUMP' 'ERGA UCRANIAM ET ERGA VOLODYMYR ZELESNKY, UCRAINAE PRAESES,' MAGIS HOSTILIS' '*FIT'. // '*TRUMP, DUX CIVITATIUM FOEDERATAE AMERICAE,' 'DIE DUODEVIGINTI FEBRUARII MENSE' '*ITERAVIT': 'SECUNDUM SUA SENTENTIAM', '*ELECTIONES PRAESIDENCIALES' 'IN UCRANIA IN MOMENTO FUTURO PROXIMO' '*HABENDAE ESSE'. // 'SECUNDUM TRUMP': ('HOC DICERE' '*NON PLACET') '*VALOR APROBATIONIS ZELENSKY' QUTUOR PARTES EX CENTUM TANTUM' '*EST'. {De Wheelock 6th Ed. Capite 3, Paginis 17-23. In hoc nuntio inveni: ¿1 vel plures appositionem invenis? ¿Verborum ordo in orationes vel sententias adaequatus est?}. DENUO TRUMP ADVERSUS ZELENSKY. -"*EGO' 'STATUM' 'VENDERE NON *POSSUM."- // '*ZELENSKY' ['CUR PROPOSITIONEM CIVITATIUM 18 FOEDERATAE AMERICAE' 'DE OPIBUS MINERALIBUS' '*REIECIT']' *EXPLICAVIT'. // ET '*ZELENSKY' 'AD TRUMP', ['*QUI' 'ELECTIONES' 'IN UCRANIA' ' *PETIVIT']' *RESPONDIT'. // -"SI '*ALIQUIS' 'ME MUTARE' 'HOC TEMPORE' '*VULT', TUNC: ['*HOC' '*NON EFFICIET']. // PRAETEREA '*CORRUPTIO INFORMATIONIS' 'DE CASU VALORIS APROBATIONIS' 'A RUSIA' '*PROVENIT'.- // '*ADMINISTRATIO TRUMP' 'SUAM ATTITUDINEM ERGA RUSSIAM' '*LENIVIT'. // 'BELLUM '*NON APELLAT', SED 'CONTENTIONEM'. ‘NUNTII IN LINGUA LATINA’ ‘IN LINGUA LATINA, ANGLICA ET SINENSIS PINYIN’ ‘*AUDIS’! TRANSLATIONES A CASANDRA FREIRE VERSA SUNT. SINIS. ‘DIE QUATTUORDECIM FEBRUARII’ ‘*COLLOQUIUM’ ‘SUCHEI ANNI BIS MILLESIMO VICESIMO QUINTO’ ‘PROMOTIONIS PROGRESSIONIS ET INNOVATIONIS INTELLIGENTIAE ARTIFICIALIS’ ET ‘*COLLOQUIUM’ ‘POTESTATIS NOVAE INDUSTRIALIZATIONIS ARTIFICIALIS INTELLIGENTIAE’ ‘*EVENERANT’ . // ‘IN THEMATE’ ‘*TRACTANDO’ "*INTELLEGENTIA ARTIFICIALIS’ ET ‘BONA *QUALITAS’ ‘NOVUM FUTURUM’ ‘*DUCIT", ‘PLUS QUAM CENTUM’ ‘*EXEMPLA’ ‘[UT ROBOTA HUMANOIDES, [ID EST ROBOTUM CORPUS SIMILIS HOMINI], RATIONES MODERATORUM 19 INTELLIGENTIUM] ET ‘* EXEMPLARIA VIRTUALIUM INTERACTIVORUM’ [CUM MAGNA-SCALAE INTERACTIVA AI, [ ID EST INTELLEGENTIA ARTIFICIALIS]] ‘*REVELATI SUNT’ . {De Wheelock 6th Ed. Capite 2, ¿Nomen ex prima declinatione invenis quod quadruplex apparet?}. SINIS. ‘NOVAE INCLINATIONES, NOVA LOCA, NOVAE POTENTIAE’: ‘NOVI *MERCATUS’ ‘NOVUM VIGOREM OECONOMIAE SINENSIS ‘*DEMONSTRANT’ . // ‘PRIMO VER ‘*FESTO’ , [HOC DECLARANTE MUNDI HEREDITATIS] ‘*IUCUNDIUS EST’ ET ‘*MERCATUS NOVI ANNI’ ‘IN FLUMINE MERIDIANO’ ‘*VIVIDISSIMUM EST’. {De Wheelock 6th Ed. Capite 3, Paginis 17-23. In hoc nuntio inveni: ¿Quot nomina et adiectiva in secunda declinatione invenis, quae sunt? ¿Aliqua appositio invenis, quae est? ¿Verborum ordo in orationes vel sententias adaequatus est? ¿Lexico ex capite 3 invenis?}. LEXICON LEXICON EX “CIVITATES FOEDERATAE AMERICAE ET RUSSIA CONTRA EUROPAM ET UCRAINAM”… Nomina • America – America • Colloquia – Talks, negotiations • Civitates – States • Defensionem – Defense • Europa – Europe 20 • Foederatae – Allied (as a substantive: Allied States) • Kiovia – Kyiv • Russia – Russia • Unione – Union • Ucrania – Ukraine Adiectiva • Perturbata – Disturbed, troubled Verba • Cogito – I think, consider • Indigeo – I need, lack • Ineo – I enter, begin • Sum – I am LEXICON EX “AEGYPTO”… Nomina • Aegyptus – Egypt • Argentaria – Bank • Cairus – Cairo • Civitatum (genitivo plural de Civitas) – States • Consilium – Plan, decision • Foederatae – Allied (as a substantive: Allied States) • Gaza – Gaza • Impetu (ablativo de Impetus) – Attack, momentum • Mundana – World (as an adjective meaning "global") • Nationes – Nations • Optiones – Options, choices • Palaestinensi – Palestinian (adjective) • Praeses – President • Territorium – Territory Adiectiva 21 • Arabicae – Arabic • Captae – Captured, seized • Suas – Their own • Suum – Their own Verba • Excolo – I develop, cultivate • Paro – I prepare • Praeparo – I make ready, prepare LEXICON EX “CIVITAITS VATICANAE STATU”… Nomina • Analyses – Examinations, tests • Ecclesia – Church • Franciscus – Francis • Menses – Month • Morbos (acusativo plural de Morbus) – Diseases • Papa – Pope • Valetudinarium – Hospital Adiectiva • Catholica – Catholic • Multiplices – Multiple • Romana – Roman • Tertius – Third Verba • Maneo – I remain, stay • Ostendo – I show, reveal • Sum – I am LEXICON EX “UCRAINA”… Nomina • Bellator – Warrior • Bellum – War • Civitates – States 22 • Dominator – Ruler, master • Praeses – President • Russia – Russia • Ucraina – Ukraine • Zelens’kyj – Zelensky Adiectiva • Firmus – Strong, firm • Fortis – Brave, courageous • Solitarus – Lonely, solitary Verba • Nescio – I do not know • Sum – I am LEXICON EX “IN ORBE TERRARUM”… Nomina • Foederatio – Federation • Foedus – Treaty, alliance • Futurum – Future • Orbis – World, globe • Pax – Peace • Praeses – President • Russia – Russia • Socia – Ally • Ucraina – Ukraine Adiectiva • Russica – Russian Verba • Aestuo – I am in turmoil, I am agitated • Decido – I decide • Divido – I divide • Concutio – I shake, I disturb LEXICON EX “MEXICO”… Nomina • Aeroplanum – Airplane 23 • Culina – Kitchen (in this context: drug lab) • Mexico – Mexico • Regimen – Government • Sedes – Headquarters, seat • Vehiculum – Vehicle Adiectiva • Centralis – Central • Exploratorius – Exploratory, reconnaissance • Speculatorius – Surveillance, spy Verba • Invenio – I find, discover • Utor – I use (takes the ablative) LEXICON EX “TRUMP ADVERSUS ZELENSKY.”… Nomina • Aprobatio – Approval • Civitates – States • Dux – Leader • Electiones – Elections • Mensis – Month • Oratio – Speech, discourse • Praeses – President • Sententia – Opinion, judgment • Ucraina – Ukraine • Valor – Value Adiectiva • Foederatus – Allied • Futurus – Future • Hostilis – Hostile • Presidentialis – Presidential • Proximus – Near, close Verba • Dico – I say, speak • Fio – I become, happen 24 • Habeo – I have • Itero – I repeat • Placeo – I please, am agreeable • Sum – I am LEXICON EX “DENUO TRUMP ADVERSUS ZELENSKY.” Nomina • Administratio – Administration • Aprobatio – Approval • Bellum – War • Civitas – State • Contencio – Conflict, dispute • Corruptio – Corruption • Electio – Election • Informacio – Information • Minerale – Mineral • Opes – Resources, wealth • Russia – Russia • Status – State, condition • Valor – Value Adiectiva • Foederatus – Allied • Hoc – This • Suus – His, their own Verba • ApeIlo – I call, name • Efficio – I accomplish, achieve • Explico – I explain • Lenio – I soften, alleviate • Possum – I am able, I can • Provenio – I come forth, arise • Reicio – I reject • Respondeo – I reply, answer • Vendo – I sell 25 • Volo – I want, wish LEXICON EX “SINIS” … Nomina • Colloquium – Conference, discussion • Dies – Day • Exemplum – Example • Futurum – Future • Innovatio – Innovation • Intelligentia – Intelligence • Potestas – Power • Progressio – Progress • Promotio – Promotion • Qualitas – Quality • Ratio – System, method • Robotum – Robot • Themata – Theme, subject Adiectiva • Artificialis – Artificial • Humaniformis – Humanoid • Industrialis – Industrial • Interactivus – Interactive • Novus – New Verba • Duceo – I lead • Revelo – I reveal • Tracto – I handle, discuss LEXICON EX “SINIS” … Nomina • Economia – Economy • Flumen – River, stream • Hereditas – Heritage, inheritance • Mercatus – Market 26 • Mundi – World (genitive singular of Mundus) • Potentia – Power, potential • Vigor – Strength, vigor • Ver – Spring (season) Adiectiva • Novus – New • Sinensis – Chinese • Iucundus – Pleasant, enjoyable • Vividissimus – Very vivid, most vivid Verba • Demonstrato – I demonstrate • Vivo – I live SI NUNTII IN LINGUA LATINA TRADUCTOR ESSE VOLUERIS, QUAESO LITTERAM ELECTRONICAM AD lpesquera@up.edu.mx MITTAS’. If you would like to collaborate as a translator in Nuntii in Lingua Latina, please send an email to lpesquera@up.edu.mx
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13 And after they were departed, behold an angel of the Lord appeared in sleep to Joseph, saying: Arise, and take the child and his mother, and fly into Egypt: and be there until I shall tell thee. For it will come to pass that Herod will seek the child to destroy him.Qui cum recessissent, ecce angelus Domini apparuit in somnis Joseph, dicens : Surge, et accipe puerum, et matrem ejus, et fuge in Aegyptum, et esto ibi usque dum dicam tibi. Futurum est enim ut Herodes quaerat puerum ad perdendum eum. 14 Who arose, and took the child and his mother by night, and retired into Egypt: and he was there until the death of Herod:Qui consurgens accepit puerum et matrem ejus nocte, et secessit in Aegyptum : et erat ibi usque ad obitum Herodis : 15 That it might be fulfilled which the Lord spoke by the prophet, saying: Out of Egypt have I called my son.Ut adimpleretur quod dictum est a Domino per prophetam dicentem : Ex Aegypto vocavi filium meum. 16 Then Herod perceiving that he was deluded by the wise men, was exceeding angry; and sending killed all the men children that were in Bethlehem, and in all the borders thereof, from two years old and under, according to the time which he had diligently inquired of the wise men.Tunc Herodes videns quoniam illusus esset a magis, iratus est valde, et mittens occidit omnes pueros, qui erant in Bethlehem, et in omnibus finibus ejus, a bimatu et infra secundum tempus, quod exquisierat a magis. 17 Then was fulfilled that which was spoken by Jeremias the prophet, saying:Tunc adimpletum est quod dictum est per Jeremiam prophetam dicentem : 18 A voice in Rama was heard, lamentation and great mourning; Rachel bewailing her children, and would not be comforted, because they are not.Vox in Rama audita est ploratus, et ululatus multus : Rachel plorans filios suos, et noluit consolari, quia non sunt The Evangelist tells us of the Martyrdom of the Holy Innocents. The praise they render to God is a subject of confusion to the enemies of Jesus, for, far from attaining their object, they only server to fulfill the saying of the Prophet: "Out of Egypt have I called my Son", and that at Bethelehem would be hear the lamentations of the mothers, mourning for their children.
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INSPIRATION | Vielleicht kennst du den Spruch „5 Things I Wish I knew when I was 20“? In einem persönlichen Talk erfährst du 5 große Learnings, die Christoph Werner im Business, aber auch im Privatleben gemacht hat. Er berichtet von entscheidenden Stationen im Leben, wie z.B. dem Studium, dem Einstieg ins Berufsleben, aber auch von Erfahrungen aus seinem Privatleben, die ihn zu dem gemacht haben, was er heute ist. Diese Episode gibt dir Anreize, Neues auszuprobieren und soll dir helfen erfolgreicher zu werden. Egal, ob du noch jünger als 20 Jahre bist oder älter. Christoph Werner ist der Vorsitzende der Geschäftsführung von dm-drogerie markt, einem der führenden Drogerieunternehmen in Europa. Unter seiner Führung hat dm seine Marktposition weiter ausgebaut und innovative Konzepte im Bereich Nachhaltigkeit und Digitalisierung umgesetzt. Christoph Werner ist seit vielen Jahren im Unternehmen tätig und bekannt für seinen integrativen Führungsstil und seine strategische Weitsicht. Seine Arbeit trägt maßgeblich dazu bei, dm als vertrauenswürdige und zukunftsorientierte Marke zu stärken. Die 5 Dinge: 1. Die Unterscheidung zwischen Adventus und Futurum als zwei Aspekte der Zukunft. Adventus steht für die offene, unbekannte Zukunft, während Futurum die geplante Zukunft repräsentiert. 2. Das Konzept der Antifragilität - die Fähigkeit, aus Stress und Herausforderungen gestärkt hervorzugehen. 3. Die Wichtigkeit, eigene Urteile zu falsifizieren und die der anderen zu verifizieren, anstatt umgekehrt. 4. Die Erkenntnis, dass Recht haben nicht dasselbe ist wie effektiv sein. Es geht darum, anschlussfähig zu bleiben und Dinge zu bewirken, statt dogmatisch zu sein. 5. Die Einsicht, dass Fehler Sprossen auf der Leiter der Erkenntnis sind. Dies hilft dabei, nach Fehlern wieder Zuversicht zu gewinnen und vorwärts zu schauen. Diese Folge stammt aus unserem Podcast „5 Dinge mit 20“: Bei [5 Dinge mit 20](https://lnk.to/5Things20) trifft Joël Kaczmarek bekannte, erfolgreiche und interessante Menschen und befragt sie, was ihre 5 Dinge sind, die sie gerne schon mit 20 gewusst hätten. Auf diese Weise leiten diese inspirierenden Personen ihre wesentlichen Learnings und Lebenseinsichten ab und bescheren dir echte Wissensabkürzungen.
OpenText World '24 = entering a new era of human potential. The Futurum Group's Mitch Ashley, VP and Practice Manager, DevOps and Application Development, shares his analysis and recaps some key takeaways from OpenText World 2024 in Las Vegas.
August 21, 2024The Daily Mojo is 2 hours of news, commentary, comedy, and auditory deliciousness.www.TheDailyMojo.com"Spes There Is In Futurum"Shout out to Freedom Toons for a spot-on assessment of Kamala Harris's candidacy. Why are you voting for Trump? A former Democrat answers and it's compelling. So, RFK might be endorsing Trump...and his chicken wings! Ancient civilizations are on Brad's mind...again. The DNC continues to be a real sh!t show. Phil Bell - The Daily Mojo's DC Correspondent - we all need to be salespeople for Democracy and Capitalism!. HEREOur affiliate partners:We've partnered with The Wellness Company – a based, dedicated group of medical pros – including Dr. Peter McCullough – to bring you a single trustworthy source for your health.www.GetWellMojo.comPromo Code: Mojo50Dave and his crew were roasting historically great coffee before some of these newcomers even thought about creating a coffee brand. He's still the best, in our eyes! www.AmericanPrideRoasters.comNothing says “I appreciate you” like an engraved gift or award. Ron and Misty (mostly Misty) have the perfect solution for you if you need a gift idea for family or your employees!www.MoJoLaserPros.comWe love to support Mike Lindell and his company. He's a real patriot and an American success story!https://www.mypillow.com/radiospecials Promo code: Mojo50Be ready for anything from a hurricane to man-created stupidity (toilet paper shortage, anyone?). The tools and food storage you need to weather the storm.www.PrepareWithMojo50.com Stay ConnectedWATCH The Daily Mojo LIVE 7-9a CT: www.TheDailyMojo.com (RECOMMEDED)Rumble: HEREFacebook: HEREMojo 5-0 TV: HEREFreedomsquare: HEREOr just LISTEN:www.Mojo50.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-daily-mojo-with-brad-staggs--3085897/support.
On this episode of the Futurum Tech Webcast, host David Nicholson welcomes Steen Graham, Founder at Scalers AI and Jeremy Johnson, Technical Marketing Engineer at Dell Technologies for a conversation on the democratization of AI through an industrial AI Metaverse solution. Their discussion covers: Insights into the creation and deployment of industrial AI Metaverse solutions. The collaborative efforts between Scalers AI and Dell Technologies in advancing AI technologies. The impact of AI Metaverse solutions on industry and society. Future trends and developments in AI democratization.
On this episode of the Futurum Tech Webcast, host David Nicholson is joined by Mohan Rokkam, Marketing and Product Manager at Dell Technologies and Steen Graham, Founder at Scalers AI's to discuss the democratization of AI in healthcare, focusing on CPU-based solutions. Their discussion covers: The current state and future of AI in healthcare How Dell Technologies and Scalers AI are working towards democratizing AI Real-world applications and impacts of CPU-based AI in the healthcare sector Challenges and opportunities in the adoption of CPU-based AI technologies Strategies for scaling AI solutions in healthcare environments Learn more at Dell Technologies and Scalers AI. Download our related report, AI on CPUs - A PoC for Healthcare, here.
On this episode of the Futurum Tech Webcast, host David Nicholson is joined by Dell Technologies' Mohan Rokkam and Scalers AI's Steen Graham for a conversation on how CPU-based AI technologies are revolutionizing the retail sector. Their discussion covers: The current landscape of AI in the retail industry Benefits of CPU-based AI over other AI models Real-world applications of CPU-based AI in retail Challenges in implementing AI at scale in retail settings Future prospects of AI democratization in the retail sector
On this episode of the Futurum Tech Webcast, host David Nicholson welcomes Delmar Hernandez, Senior Principal Engineer at Dell Technologies and Steen Graham, Founder at Scalers AI for a conversation on the democratization of AI, focusing on the scalability and versatility of heterogeneous AI inferencing. Their discussion covers: The current trends and challenges in AI democratization and how companies are navigating these waters How Dell Technologies and Scalers AI are advancing the field of AI inferencing with innovative solutions The importance of scalable and heterogeneous AI systems in unlocking new opportunities and applications Best practices for implementing AI technologies in various sectors Predictions for the future of AI development and its impact on industries Learn more at Dell Technologies and Scalers AI. Download our related report, Dell POC for Scalable and Heterogeneous Gen-AI Platform, here.
On this episode of the Futurum Tech Webcast, host David Nicholson welcomes Delmar Hernandez, Senior Principal Engineer at Dell Technologies and Steen Graham, Founder at Scalers AI for a conversation on the democratization and scaling out of generative AI platforms. Our discussion covers: The current state of generative AI technology and its accessibility Strategies for scaling out generative AI platforms to support widespread adoption Challenges and solutions in making AI tools more available to non-experts Insights into future directions for AI democratization and its impact on various industries Collaboration between Dell Technologies and Scalers AI to promote AI accessibility
On this episode of the Futurum Tech Webcast, we are joined by Dell Technologies' Seamus Jones and Scalers AI's Steen Graham. Host, David Nicholson, Chief Research Officer at The Futurum Group, delves into a conversation on how these leaders are leveraging their expertise and organizational capabilities to democratize AI infrastructure. Their discussion covers: The current state and challenges of AI infrastructure Strategies for making AI accessible to a broader audience Innovative solutions from Dell Technologies and Scalers AI to support AI democratization The impact of democratized AI on various industries Future trends in AI infrastructure and democratization
Our big interview with Elastic CEO Ash Kulkarni (ESTC). Also Crowdstrike (CRWD) masters cyber security, Lululemon (LULU) wrestles with inventory and the parable of the Everywhere Belt Bag, and Hewlett Packard Enterprise (HPE) rides liquid cooling to server success. https://linktr.ee/drilldownpod Futurum's The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It's business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of the Futurum Tech Webcast, host Shira Rubinoff is joined by Simpson Thacher & Bartlett's Chris Haley Head of Global Platform for a conversation on the key takeaways from Tanium's Converge Conference, and how cybersecurity practices are evolving within the legal sector. Their discussion covers: The main themes and insights from Tanium's Converge Conference The role of cybersecurity in modern legal practices Challenges and solutions for implementing robust cybersecurity measures in the legal sector The evolution of legal sector's approach to data protection and privacy Future trends in cybersecurity within the legal industry Learn more at Simpson Thacher & Bartlett.
On this episode of the Futurum Tech Webcast, hosts Randy Kerns and Krista Macomber are joined by SIOS Technical Evangelist Dave Bermingham, for a conversation on the importance of high availability solutions for regulated industries such as financial services. Their discussion covers: The complexity and criticality of ensuring uptime for applications and data in regulated industries Exploring high availability (HA) options for regulated industries, including financial services, with a focus on cost and performance considerations An introduction to SIOS DataKeeper as a solution for high availability needs
In this episode of the CTO Advisor Podcast, Keith Townsend, a Global Advisor at the Futurum Group, and Erik Bethke, the CTO of Futurum, discuss the latest release from OpenAI, GPT-4.0. They begin by sharing their experiences at Futurum, where both have been working for seven months, and highlighting the development of a new intelligence [...]
Our big interview with PegaSystems CEO Alan Trefler (PEGA). Also Rivian Automotive (RIVN) takes a fast walk down a short pier, Arista Networks (ANET) targets Cisco (CSCO), and ARM Holdings (ARM) leans on mobile as it plots for #AI. https://linktr.ee/drilldownpod Futurum's The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It's business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our big interview with nCino CEO Pierre Naudé (NCNO). Also ASML (ASML) with shockingly weak results, Taiwan Semiconductor Manufacturing (TSM) declining 3nm business, and Netflix (NFLX) crushes. https://linktr.ee/drilldownpod Futurum's The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It's business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
They were AI before AI was cool, Braze founder and CEO Bill Magnuson (BRZE). Also Global Life (GL) tanks after a short seller report, Apartment Income REIT (AIRC), where the rich people live, gets billions, and why Lovesac (LOVE) missed estimates and still uses an unusual accounting treatment. https://linktr.ee/drilldownpod Futurum's The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It's business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our big interview with Upwork CEO Hayden Brown (UPWK). Also Take Two Software (TTWO), Tesla (TSLA), and Trump Media & Technology Group (DJT). https://linktr.ee/drilldownpod Futurum's The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It's business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Treating Lupus with a new drug, thanks to Kyverna Theraputics. We talk to the CEO Peter Maag (KYTX). Also a closer look at the turnaround at Micron Technology (MU), nCino's (NCNO) banking software business and Pagerduty (PD) reports a rough quarter. https://linktr.ee/drilldownpod Futurum's The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It's business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our interview with controversial iRhythmn CEO Quentin Blackford (IRTC). Also Crowdstrike (CRWD) fights hackers, Snowflake (SNOW) sees its billionaire CEO leave, and Dell Technologies (DELL) sets the deck for #AI. https://linktr.ee/drilldownpod Futurum's The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It's business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices