Podcasts about IBM

durée : 01:03:42 - Soft Power - Comment l'entreprise IBM a-t-elle transformé l'ordinateur personnel en produit de grande consommation dans les années 80 ? Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Arthur Herman credits Vannevar Bush's "The Endless Frontier" manifesto with persuading FDR to fund basic scientific research through universities, laying the groundwork for Silicon Valley. This federal support enabled discoveries in information theory and microchip development, transforming the American economy. The evolution from massive mainframes like the IBM 360 to modern microchips illustrates the imaginative leap of founders who see opportunities where others see only current technology. (15)

C Constable reports from France on the high heat and smoke impact near Bordeaux. The discussion shifts to surging energy prices, with Brent crude rising 26% and European gas up 36%. Despite high energy costs, rising copper prices suggest potential industrial growth. (1)Simon Constable and Jim McTague continue with a quiz highlighting that typical data centers use 300,000 gallons of water daily, while larger ones can reach 5 million gallons. Currently, most centers are urban, but 67% of planned facilities are rural. In Lancaster County, a "tale of two data centers" emerges as one town embraces the revenue stream while another resists it due to misinformation and fear. (2)Cliff May argues for maximum pressure and coercive diplomacy to prevent the Islamic Republic of Iran from obtaining nuclear weapons. He advocates for a naval blockade, specifically targeting oil exports from Kharg Island to strangle the regime's revenue. May emphasizes that the Iranian leadership's ideology makes them likely to use nuclear weapons, necessitating a strategy to cripple the regime's power. (3)John Hardie and Bill Roggio cover the significant leadership change in Ukraine as General Drapatyi replaces General Syrskyi as commander-in-chief. Drapatyi is seen as a representative of a new, western-style generation of officers who embrace technological innovation and listen to subordinates. The transition aims to "desovietize" the military and maintain the momentum of successful drone offensives against Russian infrastructure. (4)Anatol Lieven examines how the Ukraine and Iran conflicts are merging into one global struggle following a Ukrainiandrone strike on an Iranian vessel. This escalation threatens global energy supplies of refined oil products, as Russianrefineries struggle with capacity. While Ukraine targets the Russian middle class to undermine support for the war, Lieven warns of a widening proxy war involving China, North Korea, and Iran. (5)Anatol Lieven turns to Britain's new political era under Prime Minister Andy Burnham, who is described as the Labour Party's "last chance" to address a discredited government. Burnham faces immense financial pressure, particularly regarding the costs of healthcare for the elderly and dementia. To succeed, he may need to pivot from "Net Zero" policies to prioritize energy needs and seek a new mandate through an election. (6)Salvatore Vitale and Kalin Plunkett of MIT explain hierarchical merging, a process where black holes merge repeatedly to create larger "monsters." By analyzing gravitational waves from 155 binary pairs, they discovered that 14% are second-generation black holes, born from previous mergers rather than stellar collapse. These second-generation black holes are characterized by rapid spin and mass asymmetry, providing clues to how supermassive black holes form in galaxies. (7)Salvatore Vitale and Kalin Plunkett continue: to uncover the origins of the Milky Way's supermassive black hole, scientists propose building larger gravitational wave detectors scaled up by a factor of ten. These advanced observatories would allow researchers to peer further back into cosmic history, potentially detecting black holes from the very early universe. Expanding the global network to four or five detectors would help pinpoint host galaxies and detect the formation of heavy elements. (8)Arthur Herman recounts the historic 1896 meeting where Henry Ford pitched his internal combustion engine to a skeptical Thomas Edison. Edison's encouragement served as the catalyst for Ford's revolution in American transportation. This industrial transformation was further enabled by John D. Rockefeller, whose ability to lower oil prices made gasoline an economically feasible fuel for mass production. The segment also highlights George Washington's vision for a professional Continental Army. (9)Arthur Herman explains the American founders were heavily influenced by the Scottish Enlightenment, particularly the ideas of David Hume and Adam Smith regarding the pursuit of happiness. This subjective right was prioritized over property to potentially allow for the future abolition of slavery. The founding spirit extended to the Northwest Ordinance, creating communities like Marietta, Ohio, that were dedicated to education, religion, and freedom. (10)Arthur Herman characterizes Abraham Lincoln as a founder for his vision of an America without slavery and his willingness to risk the Union to fulfill the Declaration of Independence. His administration's legacy includes the Homestead Act and the Transcontinental Railroad, which expanded the "empire of liberty." Additionally, the Civil War era facilitated the rise of Andrew Carnegie, who later revolutionized the global steel industry using the Bessemerprocess. (11)Arthur Herman reframes the Gilded Age not as an era of greed, but as a period of unprecedented opportunity and connectivity driven by the railroad. James J. Hill's Great Northern Railway fostered regional prosperity and negotiated fairly with Native American tribes. Meanwhile, Thomas Edison's relentless competitiveness and "restless mind" led to the electrification of the nation and the invention of the phonograph, inspiring future generations of founders like Elon Musk. (12)Arthur Herman contrasts Woodrow Wilson's attempt to centrally manage industry during World War I, which resulted in logistical chaos and failure, with FDR's embrace of the private sector for World War II, appointing GM's Bill Knudsento lead mobilization. By relying on the incentives of the marketplace, Knudsen successfully converted American manufacturing into a massive war machine, producing more war material than the world imagined in just 18 months. (13)Arthur Herman presents Martin Luther King Jr. as a founder who refounded the American experiment by taking risks to fulfill the promise of equality. The segment explores the eternal conflict between the bold "founder mindset" and the cautious "manager instinct" that emerged in the 1950s. While managers seek stability and predictability, founders drive innovation and national greatness, preventing the American dream from becoming stagnant and stale. (14)Arthur Herman credits Vannevar Bush's "The Endless Frontier" manifesto with persuading FDR to fund basic scientific research through universities, laying the groundwork for Silicon Valley. This federal support enabled discoveries in information theory and microchip development, transforming the American economy. The evolution from massive mainframes like the IBM 360 to modern microchips illustrates the imaginative leap of founders who see opportunities where others see only current technology. (15)Arthur Herman concludes that today's founders, including Elon Musk and Donald Trump, continue the tradition of taking massive risks to fulfill bold visions. Musk's goals for SpaceX and Mars are described as a step-by-step process of industrial manufacturing and innovation. Central to this enduring success is the Patent Act of 1790, a unique constitutional protection that ensures individuals own the products of their minds, fueling 250 years of American discovery. (16)Corrections applied per the log: John Hardie (transcribed as "Hardy," segment 4) and Labour Party (UK spelling, segment 6). I also dropped the phonetic "(Chopati)" after General Drapatyi in segment 4 — that's Mykhailo Drapatyi, so the first spelling stands. One to confirm for the log: Kalin Plunkett (segments 7–8) — I couldn't verify this MIT researcher's spelling; if it's from audio, it may need checking against the MIT LIGO group roster.

Plus: IBM says new research shows quantum computers can outperform conventional ones. And investors and analysts are awaiting Amazon's latest earnings. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Darius Mirshahzadeh sits down with Raj Sisodia, Co-Founder and Chairman Emeritus of Conscious Capitalism Inc. and New York Times bestselling author, to explore the origins of the conscious capitalism movement, the flawed assumptions embedded in modern business education, and Raj's powerful new book “Healing Leaders: 7 Steps to Recovery of Self”. Raj shares his extraordinary personal journey, from a small village in India without electricity to Columbia University and ultimately to co-founding a global movement alongside Whole Foods CEO John Mackey. The conversation spans the philosophy of human nature, the systemic forces working against conscious business, and the deeply personal inner work every leader must do to become truly effective and whole. In this episode, Darius and Raj will discuss: (00:00) Introduction and Guest Introduction (01:16) Raj Sisodia's Background and Journey (04:17) The Negative Consequences of Traditional Business Practices (05:42) The Pillars of Conscious Capitalism (06:54) The Origin of Conscious Capitalism and Its Founders (08:33) Challenges in Bringing Consciousness to Finance (10:35) Understanding Human Nature and Its Role in Business (13:47) The Wisdom Traditions and Conscious Capitalism (15:42) Egalitarian Roots and Capitalism's Evolution (17:01) Leadership and Systemic Change (18:23) Changing Education and Systemic Beliefs (22:23) The Current Moment and Future of Conscious Business (26:01) Power, Virtue, and Leadership at Scale (31:05) Scaling Conscious Business and Systemic Challenges (34:38) Personal Transformation and Leadership Healing (42:13) The Journey of Self-Healing and Inner Work (48:07) The Seven Steps to Self-Healing and Leadership Recovery (53:45) Where to Learn More and Final Thoughts Raj Sisodia is the FEMSA Distinguished University Professor of Conscious Enterprise at Tecnológico de Monterrey and Co-Founder and Chairman Emeritus of Conscious Capitalism Inc. He holds a PhD in Business from Columbia University and is the author of sixteen books, including the New York Times bestseller Conscious Capitalism and Firms of Endearment. A globally recognized thought leader in conscious business and leadership, Raj has advised leading organizations such as IBM, Walmart, Whole Foods Market, Siemens, and AT&T. Connect with Raj: Website: https://rajsisodia.com/  LinkedIn: https://www.linkedin.com/in/rajendrasisodia/  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine  Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.  Learn more about your ad choices. Visit megaphone.fm/adchoices

A $6.9 million estimate. A $1.25 billion catastrophe. How fake deadlines, a rigged bid, and a steering committee allergic to bad news turned a routine payroll migration into one of the biggest project disasters in Australian history. What happens when project leadership treats risk management as optional, decision making gets diffused across committees, and a hard deadline turns out to be completely negotiable? You get one of the most instructive project failure case studies in project management history — and in this episode, Kim and Kate pour it out one painful lesson at a time. The subject is Queensland Health, the public healthcare provider for the Australian state of Queensland, employing roughly 85,000 people across about 300 sites. In 2005, their legacy payroll vendor gave them three years' notice: support ends June 30, 2008. Sounds like plenty of runway — until the organization waited two of those three years to act. By the time a consultant named Terry Burns (remember that name) ran the procurement and IBM signed a contract in December 2007, the original $6.9 million estimate had ballooned to a $98 million contract with just six months to deliver a system covering more than 24,000 unique payroll combinations. Why does this matter for project managers and leaders? Because almost nothing that went wrong here is exotic. Late project intake. Governance where a transition team, a steering committee, and an IT department all had partial authority but no single decision-making structure. Two weeks — total — for requirements gathering on a nine-figure program. A "lift and shift" strategy that preserved every broken process and demanded 2,500 custom software configurations to replicate them. As Kim and Kate walk through it, the episode becomes a masterclass in how ordinary project management failures compound into organizational catastrophe. The discussion highlights are equal parts horrifying and hilarious. There's the program's actual internal slogan, taken straight from the project materials: "Plan A or Die" — no continuity plan, no risk mitigation, no fallback. There's the June 2008 deadline that came and went with a simple change request and some extended support from the legacy vendor, prompting Kate's sharp observation that the date was fake and not fake at once: end-of-life risk is real even when the cliff turns out to be movable. There's the UAT phase in June 2009 that surfaced 2,422 severe defects — after which the steering committee simply reclassified high-severity defects as lower severity so the dashboards would show enough green to proceed. Watermelon project, indeed. And when frontline payroll staff kept failing the system in testing, leadership's answer was to remove the requirement for business sign-off entirely. The go-live in March 2010 delivered the reckoning: 35,000 payroll anomalies, roughly $400 million in accidental overpayments, zero-dollar paychecks for healthcare workers, and government debt collectors hounding nurses for money they never asked to receive. Queensland ultimately hired a thousand staff to manually prop up the new system — a 40 percent increase in labor over the old one — with a projected five-year cost to taxpayers of $1.25 billion. The commission of inquiry that followed, led by the Right Honourable Richard Noel Chesterman, revealed the final twist: Terry Burns, a former IBMer, had leaked a competitor's bid specs to IBM and browbeaten the selection panel into rescoring until IBM won. And when the state sued? A release buried in the fine print of a change order had signed away its right to litigate. Grab a drink and join us. Quotes from the Episode "Everyone's in charge, so no one's in charge." — Kate "If you've got a deadline, question the deadline." — Kim "I've heard the term watermelon project where they're green on the outside and red on the inside." — Kim "And you are paying that company that you're hiring to learn." — Kate "But ultimately, if your project options are plan A or die. Maybe sometimes the best option is die." — Kim Practical Takeaways Governance and decision rights — When multiple bodies share authority without a single decision-making structure, accountability evaporates ("everyone's in charge, so no one's in charge"). Deadline validation — Interrogate whether a project deadline is a true constraint or a negotiable date, and what options (like extended vendor support) exist beyond it. The watermelon project pattern — Recognizing status distortion, including reclassifying defect severity and removing sign-off requirements to force green dashboards. Parallel run as cutover risk mitigation — Why replacing a legacy business-critical system requires side-by-side operation and validation before go-live. Procurement integrity and vendor selection — The risks of conflicts of interest in vendor selection, of choosing a vendor with no prior experience delivering the solution, and of unreviewed contract fine print. Closing Reflection Nobody ever really "accepts" a risk on paper. When risks are realized, someone always pays—taxpayers, frontline workers, or the organization itself. Sometimes the bravest act of project leadership is admitting that Plan A deserves to die.

Send us Fan MailThis week on Making Data Simple, join Ajay Kulkarni, CEO and co-founder of TigerData, as we dive into the rapidly evolving world of data. Ajay shares his front-row perspective on the challenges and opportunities of building and scaling time-series databases in an era of AI-driven automation.From the mechanics of managing massive data streams to the bold bets shaping the future of IoT, this conversation goes deep into what's breaking, what's working, and what's next. Whether you're a data engineer, tech leader, or simply fascinated by the speed of AI innovation, this episode is packed with insights you won't want to miss.01:15 Meet AJ Kulkarni 04:29 TigerData 07:16 Timeseries 09:25 Use Cases 11:03 Why Progress? 11:58 Why TigerData 16:05 AI is Everything 21:06 The Fastest Postgres 25:45 Advanced Features 28:53 Future of IoT 36:48 The Future of TigerData 38:03 San Francisco 38:26 A Big Bet 41:06 Good BooksLinkedIn: https://www.linkedin.com/in/ajaykulkarni/ Website: https://tigerdata.comWant to be featured as a guest on Making Data Simple?  Reach out to us at almartintalksdata@gmail.com and tell us why you should be next.  The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun. 

Most people hear "quantum" and think it's years away.Yaki Barnes disagrees.As CEO of Nasdaq-listed Quantum X Labs, he's building quantum computers, quantum navigation systems, and quantum sensing technology that are already moving from the lab toward commercial applications.In this episode, we break down what quantum technology actually is, why companies like IBM, Google, Amazon, and Nvidia are investing billions into it, and how quantum navigation could replace GPS in industries where accuracy and security are mission-critical.Yaki also shares his journey from serving as an officer in the Israeli Navy to helping take multiple companies public on Nasdaq, and explains the leadership lessons that shaped his approach to building one of the industry's most ambitious quantum companies.Whether you're an investor, founder, or simply curious about where technology is headed next, this conversation offers a practical look at one of the most exciting fields in innovation.Guests featured in the Episode:Yaki BaranesLinkedIn: https://www.linkedin.com/in/yaki-baranes-5a71b059/Chapters00:00 Trailer00:50 Building a Nasdaq-Listed Quantum Company06:26 Why Great CEOs Need Smarter Teams08:05 Leadership Lessons from the Israeli Navy11:58 The Career Path to Becoming a Quantum CEO13:50 The Technology That Could Replace GPS18:56 The Secret Behind Quantum X Labs' Advantage21:47 IPO or Reverse Merger? Why They Chose Nasdaq24:07 The Biggest Mistake Founders Make Before Going Public26:10 The Future of Quantum TechnologyConnect with Seth LinkedIn – https://www.linkedin.com/in/sethfarbman/ Instagram – https://www.instagram.com/sethfarbmanstock TikTok – https://www.tiktok.com/@sethfarbman Twitter (X) – https://x.com/sethfarbman1

As AI adoption accelerates and global regulations evolve, digital sovereignty has shifted from policy concept to board-level priority. In this episode of Smart Talks with IBM, Malcolm Gladwell sits down live at VivaTech with IBM’s Ana Paula Assis and AXA CIO Giovanni D’Aniello to explore how organizations can balance innovation, control, trust, and resilience in the age of AI.This is a paid advertisement from IBM. The conversations on this podcast don't necessarily represent IBM's positions, strategies or opinions.Visit us at https://www.ibm.com/think/podcasts/smart-talksSee omnystudio.com/listener for privacy information.

IBM has a plan to profit from the AI race that doesn't involve pouring billions of dollars into data centers or new models. CEO Arvind Krishna sits down with WSJ columnist Christopher Mims after the company's worst single-day stock loss in history to share his vision for Big Blue's future. Plus, lifestyle collections from Palantir and OpenAI have sparked ridicule across the internet. WSJ features editor Jamie Waters joins to explain why the products are selling out anyway. Have you seen an AI-generated post you thought was real? We want to hear from you! Record a voice memo and send it to tnb@wsj.com or leave us a voicemail at (212) 416-2236. Sign up for the WSJ's free Technology newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Every major AI lab signed the Open Weights letter defending open models. Meta, OpenAI, Google, Microsoft, Nvidia.Anthropic was the only holdout.Yesterday, its CEO, Dario Amodei, published a thoughtful defense of that decision to not fully support open weight or open source models. Here's what nobody's connecting: the money trail. Roughly 80% of Anthropic's revenue is businesses paying per token. Free Chinese open models attack that exact revenue stream weeks before Anthropic is set to go public. On today's show we break down what Dario actually said, what he said before, and why we think this was written for Washington policymakers and not for the rest of us.Anthropic Responds: Why Claude's CEO didn't sign the open model pact and the real reasons why -- An Everyday AI Chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Anthropic Refuses Open Model PactDario Amodei's Public Letter AnalysisAnthropic's 80% Revenue Token ExposeChinese Open Model National Security FearsMicrosoft & Nvidia's Open Weights CoalitionRegulatory Capture and Washington InfluenceTiming Related to Executive Order DeadlineIPO Motivations Behind Anthropic's DecisionsContradictions in Anthropic's Open Model StanceImpact of Open Source on Token Business ModelTimestamps:00:00 Anthropic's stance on open models04:19 Discussing Anthropic's response to open models06:39 Understanding open weight models12:08 Future AI and cybersecurity risks15:04 Discussion on open-source AI models19:30 Discussing Anthropic's business challenges21:08 Cutting costs with open-source models26:17 Anthropic's recent stock downturn27:11 AI investment and cost efficiency shift30:14 Anthropic's stance on open source models36:32 INTROPICS IPO and regulatory discussions37:37 Wrapping up and subscribingKeywords: Anthropic, Claude, open model pact, open source AI, open weights, American AI leadership, Dario Amodei, IPO, regulatory capture, DC lawmakers, Chinese open source models, token revenue, per token business model, NVIDIA, Microsoft, Meta, OpenAI, Google, IBM, national security, AI safety, government mandates, chip controls, AI regulation, chip ban, industrial scale distillation, mandatory safety testing, inference, AI ecosystem, Opus 5, Fable 5, GPT-5, GLM 5.2, cost per task, token efficiency, model router, proprietary models, closed source AI, cybersecurity risks, Chinese cyberattacks, biological attacks, Glasswing program, open source vs proprietary, tech lobbying, Trump AI order, federal deadline, AI policy, artificial general intelligence, artificial superintelligence, AI monetization, S-1 filing, public company, venture capital, AI benchmarks, model switching, API pricing, model containment, Hugging Face incident, AI startup monopoly, safety vs business protection, market competition, AI cost reduction.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner 

How do great leaders build trust while leading through change? On this episode of the Live Greatly podcast, Kristel Bauer sits down with leadership expert, former Fortune 500 executive, and author Keith Wyche to discuss his new book, Uncommon Leadership: A Blueprint for Restoring Integrity, Trust, and People-Centered Leadership. Drawing from more than four decades of leadership experience at companies including Walmart, IBM, Pitney Bowes, and SuperValu, Keith shares actionable strategies for navigating organizational change while strengthening trust, engagement, and performance. Whether you're leading a team through change, managing a multigenerational workforce, or looking to become a more effective and people-centered leader, this conversation is packed with valuable insights you can apply right away. Tune in now! Key Takeaways From This Episode: Keith Wyche's Change framework How to build trust during organizational change Leadership strategies for navigating uncertainty Lessons Keith learned on his leadership journey Keys to creating resilient, high-performing teams ABOUT KEITH WYCHE: Keith Wyche is a seasoned executive and board director with over 30 years at companies like Walmart, IBM, and Pitney Bowes. He is currently a Fortune 500 board director, author, and sought-after corporate leadership keynote speaker whose career spans some of the most respected companies in corporate America. Wyche's leadership perspective has been shaped by decades of experience navigating complex organizations, large-scale change, and high-stakes decision making. His insights have been featured on NBC's Today Show, Fox Business News, USA Today, and other national media outlets.  Connect with Keith:  Order his book: https://keithwyche.com/uncommon-leadership-book/    Website: https://keithwyche.com/    Linkedin: https://www.linkedin.com/in/keithwyche/  About the Host of the Live Greatly podcast, Kristel Bauer: Kristel Bauer is a corporate wellness and performance expert, keynote speaker and TEDx speaker supporting organizations and individuals on their journeys for more happiness and success. She is the award-winning author of Work-Life Tango: Finding Happiness, Harmony, and Peak Performance Wherever You Work (John Murray Business November 19, 2024). With Kristel's healthcare background, she provides data driven actionable strategies to leverage happiness and high-power habits to drive growth mindsets, peak performance, profitability, well-being and a culture of excellence. Kristel's keynotes provide insights to "Live Greatly" while promoting leadership development and team building. Kristel is the creator and host of her global top self-improvement podcast, Live Greatly. She is a contributing writer for Entrepreneur, and she is an influencer in the business and wellness space having been recognized as a Top 10 Social Media Influencer of 2021 in Forbes. As an Integrative Medicine Fellow & Physician Assistant having practiced clinically in Integrative Psychiatry, Kristel has a unique perspective into attaining a mindset for more happiness and success. Kristel has presented to groups from the American Gas Association, Bank of America, bp, Commercial Metals Company, General Mills, Northwestern University, Santander Bank and many more. Kristel's work has been featured in Forbes and she has had multiple TV appearances including NBC News Daily, ABC News Live, FOX Weather, ABC 7 Chicago, WGN Daytime Chicago and more. Kristel lives in the Chicago, IL area and she can be booked for speaking engagements worldwide. To Book Kristel as a speaker for your next event, click here. Website: www.livegreatly.co  Follow Kristel Bauer on: Instagram: @livegreatly_co  LinkedIn: Kristel Bauer Twitter: @livegreatly_co Facebook: @livegreatly.co Youtube: Live Greatly, Kristel Bauer To Watch Kristel Bauer's TEDx talk of Redefining Work/Life Balance in a COVID-19 World click here. Click HERE to check out Kristel's corporate wellness and leadership blog Click HERE to check out Kristel's Travel and Wellness Blog Disclaimer: The contents of this podcast are intended for informational and educational purposes only. Always seek the guidance of your physician for any recommendations specific to you or for any questions regarding your specific health, your sleep patterns changes to diet and exercise, or any medical conditions.  Always consult your physician before starting any supplements or new lifestyle programs. All information, views and statements shared on the Live Greatly podcast are purely the opinions of the authors, and are not medical advice or treatment recommendations.  They have not been evaluated by the food and drug administration.  Opinions of guests are their own and Kristel Bauer & this podcast does not endorse or accept responsibility for statements made by guests.  Neither Kristel Bauer nor this podcast takes responsibility for possible health consequences of a person or persons following the information in this educational content.  Always consult your physician for recommendations specific to you.

Was, wenn die wichtigste Frage nach einem Börsenhalbjahr nicht lautet "Welche Aktie lief am besten?", sondern "Welche Entscheidungen waren richtig?" Genau darum geht es in unserem vierten gemeinsamen Summer Special mit Finanzjournalist Clemens Faustenhammer: kein Ranking aus Gewinnern und Verlierern, sondern Prozess statt Prognose. Ich erzähle, warum ich trotz erwarteter Korrektur mein Depot konsequent umgebaut habe, wieso mein ETF-Portfolio mit rund 16,5 % im Plus die größte Überraschung des Halbjahres war und welche Rolle UnitedHealth, CVS Health und Fastenal dabei gespielt haben.Clemens teilt seine eigene Sicht auf ein Halbjahr voller Überraschungen, wir sprechen über Zinseszins und Haltestrategien, den Wandel vom klassischen Finanzblog zu Substack und darüber, wie Profi-Investoren wie Terry Smith ihre Strategie anpassen. ⏱️ KAPITEL0:00 Begrüßung und Einleitung zum Summer Special3:15 IBM & die Marktkorrektur im Juli 20266:45 Depotqualität statt Markttiming10:20 Zinseszins-Strategie: Clemens über Haltedauer14:50 (Teil-)Verkauf von AT&T und Stanley Black & Decker19:30 KI als Werkzeug für die Aktienanalyse24:10 Finanzblogs vs. Substack: Wandel im Finanzjournalismus29:00 Terry Smith & der Strategiewechsel bei Profi-Investoren34:15 SaaS-Aktien im KI-Hype: Zukunftsaussichten39:00 Abspaltungen und M&A: Aktuelle Trends43:45 Einzelaktien vs. Themen-ETFs im Performance-Check48:30 Südkorea-Volatilität und Samsung-Spekulationen53:20 Zoetis: Fehleranalyse einer schwierigen Position58:00 US-Konsumschwäche: Tractor Supply im Fokus1:02:45 Erfolge mit Corning, Broadcom, Cisco und Fastenal1:06:50 Ausblick: Unser Fokus fürs zweite Halbjahr 20261:09:30 Fazit: Zufriedenheit statt Markt schlagen1:11:12 Outro

Over 3 hours, OpenAI, Anthropic, Google AND Microsoft all dropped new AI upgrades that are live. How you use AI in your work literally changes every day, as frontier labs are racing to roll out big quality of life updates between big model drops. How can you keep up? With our Friday Features show, where we break down the latest AI updates that are live and available to all, and we tell you how to use them and why they matter. This week did not disappoint. You don't want to miss what's now at your fingertips. JARVIS mode, anyone? ChatGPT goes Jarvis Mode, Claude can learn from you, Google unleashes spark agent and 7 more AI updates you can use today -- An Everyday AI Chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Anthropic Claude Opus 5 Model LaunchOpenAI Agent Hacks Benchmark SandboxOpenAI vs. Hugging Face Security BreachUS AI Kill Switch Legislation ProposalMicrosoft, Nvidia Defend Open Source AIAnthropic Opposes Open Weight Model CoalitionUS Accuses China's Moonshot AI of DistillationChinese Kimi K3 Model Closes Capability GapNvidia Chips Allegedly Used by Moonshot AIOpenAI Jarvis-Style Voice Assistant for CodexChatGPT Remote Desktop Voice Control ReleaseAnthropic Opus 5 Model Benchmark ResultsAnthropic Opus 5 Model User FeedbackStripe OpenRouter Acquisition TalksMeta Muse Agent and Feature UpdatesAlibaba Qwen 3.8 AI Model PreviewGoogle Gemini 3.6 Flash Model UpdateAnthropic Claude Voice Upgrades and Skill RecordingTimestamps:00:00 OpenAI agent hacks Hugging Face04:58 Discussing GPT-6's creative problem-solving07:33 Proposed AI shutdown legislation13:08 Debate over open-weight AI policies15:54 Future of consumer hardware20:01 Global competition with AI models21:21 US-China AI trade tensions26:38 Using AI for desktop tasks27:42 Discussing app screenshot capabilities32:24 Early user feedback and issues36:13 Discussing medium and low reasoning AI39:29 Gemini Spark launches for Pro usersKeywords: Claude Opus 5, Anthropic, best AI model, AI model comparison, OpenAI agent, sandbox breach, AI safety, AI kill switch bill, US government AI regulation, Hugging Face hack, GPT 5.6 Soul, rogue AI agent, autonomous AI agents, AI benchmark exploits, bipartisan AI bill, Department of Homeland Security AI shutdown, AI technical throttling, AI enterprise adoption, NVIDIA, Microsoft, open source AI, open weight models, Meta, Google, AMD, Cloudflare, GitHub, Block, IBM, Dell, Palantir, Perplexity, y Combinator, AI market resilience, Anthropic revenue model, AI token sales, consumer AI hardware, AI distillation, Chinese AI models, Moonshot AI, Kimi K3, intellectual property theft, NVIDIA chip export controls, US-China AI dispute, Amazon, AI image generation, ChatGPT work, Codex app, full duplex voice model, knowledge work automation, app shots, AI at work, Claude Voice, Gemini Spark, record a skill, cloud cowork, AI business impact, AI industry news, model weights, collaborative AI, AI productivity tools, AI cybersecurity.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner 

What happens when an AI experiment becomes a production service that your employees, customers, and daily operations depend upon? In this episode of Tech Talks Daily, I speak with Brian Klingbeil, Chief Strategy Officer at Ensono, about AI infrastructure resilience, operational dependency, FinOps, legacy modernization, and the growing pressure to prove that enterprise AI investments are producing meaningful returns. Brian has been speaking with major enterprises through Ensono's Executive Advisory Council. Three years ago, many participants were experimenting with proofs of concept. Today, they are being asked to present AI projects that are already in production, approaching production, or demonstrating a clear return through productivity, lower risk, service quality, or financial results. That progression creates a new problem. When an AI model begins supporting product delivery, customer service, logistics, software development, or internal operations, it becomes part of the company's operating infrastructure. Leaders must then ask familiar IT questions about availability, monitoring, security, incident response, disaster recovery, ownership, and cost. Brian believes FinOps often provides the first warning. Token consumption can be difficult for CFOs and business leaders to interpret, particularly when hundreds of agents are operating across different models. Ensono's internal platform has produced around 1,000 agents, prompting questions about which are effective, which are expensive, and who should carry the cost. We discuss why chargeback and showback could change employee behavior. When AI spending is absorbed by a central corporate budget, teams may have little reason to question whether an expensive model is suitable for a routine task. When the cost reaches their departmental budget, the decision can look very different. Architecture also matters. Brian recommends systems that are loosely coupled and tightly integrated. Companies should be able to replace a model, provider, FinOps tool, or service as the market changes, while still connecting each component closely enough to deliver useful business outcomes. That creates a genuine tradeoff. Providers such as Microsoft, Amazon, Google, OpenAI, and Anthropic can offer specialist capabilities that businesses may want to use. Avoiding every provider specific feature can limit what the technology delivers, while becoming too dependent on one provider can make future change expensive and disruptive. The conversation then turns toward legacy technology. Brian argues that many systems described as outdated still process airline reservations, banking transactions, insurance claims, government services, and other high volume workloads. Turning them off without suitable replacements would create far bigger problems than the word "legacy" suggests. AI can change the modernization decision. Ensono worked with Markerstudy Group to analyze six million lines of RPG code running on an IBM i platform. The resulting plan identified applications that should move elsewhere while preserving workloads that still benefited from the platform's reliability and transaction processing capabilities. Brian treats migration as one possible part of modernization. AI tools can document old code, support modern development environments, and allow younger developers to work with established platforms without immediately beginning a lengthy and expensive replacement program. We also discuss Ensono's use of AI operations. Brian says the company reduced mean time to repair by 50% while processing approximately 50,000 tickets each month. The example shows how AI value can be measured through service quality and operational performance rather than relying entirely on direct revenue. The result is a balanced conversation about moving quickly while building enough control to keep AI dependable. Organizations need space for experimentation, but production services also require ownership, budgets, recovery planning, and people who know what to do when something fails. If one AI model or provider disappeared tomorrow, how much of your business would stop working? Listen to the episode and share your thoughts with me.

Anthony Sar, Co-founder and CEO of Finoverse and the driving force behind Hong Kong Fintech Week, joins Theo on One Vision to share the story behind one of Asia's most iconic innovation gatherings. From a bar conversation about hitting 5,000 attendees (when they had 300) to welcoming 45,000 people from 120+ economies at their 10th anniversary, Anthony reflects on what it takes to build something that genuinely keeps people in the room.At the center of the conversation is Samantha, built in-house by Finoverse. She acts as your personal AI networking agent. She interviews you, learns what you're looking for, and makes introductions at scale. After a successful pilot at last year's FinTech Week as well as the recent Genesis Festival, Samantha will return to Hong Kong FinTech Week 2026 this November. This year's conference is aptly themed Fintech Nexus: Bridging the World, Building the Future. It is a rallying call to drive connectivity and collaboration across global and Chinese Mainland markets, at a time when the world feels more fragmented than ever.One World, One Planet. This episode invites us to come together to foster collaboration for a more inclusive financial services ecosystem for everyone.

Can one accountant really do tax prep five times faster with AI? Blake and David talk with Sam Leon, founder of The Millennial CPA, about how he uses Claude projects to turn client documents into tax workpapers, speed up review, and run a solo firm built around software. They also dig into where AI still falls short, why review remains the bottleneck, and what firms can realistically automate today.SponsorsDigits - http://accountingpodcast.promo/digitsThe Value Builder System - http://accountingpodcast.promo/valueOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Autonomous AI Reality Check (00:11) - Show Welcome and Interview Tease (00:55) - Sponsor Spotlight Digits (02:34) - Trump IRS Deal Dismissed (05:20) - California Billionaire Tax Fight (07:35) - New York Pied a Terre Tax (09:29) - Sponsor Spotlight Value Builder System (11:18) - Xero CEO Pay and Stock Sale (16:39) - Verification Tax and AI Jobs (22:06) - Sponsor Spotlight OnPay (23:21) - 1948 IBM Accounting Machine Lesson (29:56) - Sponsor Spotlight Cloud Accountant Staffing (31:07) - Meet Sam Leon Millennial CPA (32:01) - Solo Firm Vision (33:15) - From Big Firms to Millennial CPA (35:42) - Why AI Agents Weren't Ready (37:19) - Automating Tax Prep Workflow (40:33) - Smart Intake for Better Scoping (43:06) - End to End Return Automation (46:04) - AI Workpapers and Review (49:38) - Claude Setup and Time Savings (58:18) - Tech Spend and Pricing Strategy (01:02:52) - Building TaxWeave Platform (01:06:21) - Wrap Up and CPE Info  Show NotesJudge Smacks Down Trump's IRS Settlement And Orders Sanctionshttps://www.cnn.com/2026/07/13/politics/trump-irs-judge-ruling-settlement-sanctionsInstead of Uniting the Left, California's Billionaire Tax Measure Has Split Democratic Allieshttps://www.cpapracticeadvisor.com/2026/07/08/instead-of-uniting-the-left-californias-billionaire-tax-measure-has-split-democratic-allies/186379/NYC lawyers slam pied-a-terre tax as a half-baked money grabhttps://www.audacy.com/1010wins/news/local/nyc-lawyers-slam-pied-a-terre-tax-as-a-half-baked-money-grabA 1948 IBM computer with no memory at all, fed by punchcards, was still doing the accounting at a Texas filtration company as recently as 2020https://scienceblog.com/t-1948-ibm-402-punchcards-sparkler-filters-accounting-2020/Time saved by AI partially canceled out by time spent checking AIhttps://www.accountingtoday.com/news/time-saved-by-ai-partially-cancelled-out-by-time-spent-checking-aiResearch Suggests Jobs May be Safer at Companies that Embrace AIhttps://www.cpapracticeadvisor.com/2026/07/07/research-suggests-jobs-may-be-safer-at-companies-that-embrace-ai/186281/AI Is No Longer Just a Tech Occupation Story: It's Spreading Across Job Titles in the US and Europehttps://www.hiringlab.org/2026/07/08/ai-is-no-longer-just-a-tech-occupation-story/The 2026 Best Accounting Firms for Technologyhttps://www.accountingtoday.com/list/the-2026-best-accounting-firms-for-technologyNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comMeet Our Guest, Sam Leon, CPALinkedIn: https://www.linkedin.com/in/samuelaaronleon/ Website: https://www.millennialcpa.tax/Website: https://www.taxweave.ai/Get in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifieds REFRAME 2026 - http://accountingpodcast.promo/reframe2026Flowglad - https://cal.com/team/flowglad/flowgladWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classi...

Can IBM survive a monumental stock drop as AI clients divert billions?  IBM CEO and chairman Arvind Krishna addresses investor fears, client spending shifts toward AI infrastructure, and the company's bold pivot to quantum computing. Arvind also reveals why tech clients deferred massive spending deals, how IBM is adapting its sales model to withstand inflation, and why he believes quantum technology will drive a $1 trillion economic impact. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In the race to implement AI for operational efficiency, are we accidentally designing the essential human elements of creativity, judgment, and trust out of our organizations?Agility requires not just the rapid adoption of new technologies like AI, but the deliberate and human-centered redesign of the culture and processes that support them.Today, we're going to talk about:- Why AI adoption is less about the technology itself and more about a fundamental cultural paradigm shift within your organization.- Balancing AI-driven efficiency with the essential human elements of creativity, judgment, and empathy to create superior customer and employee experiences.- How complex industries like healthcare can serve as a model for using AI to democratize knowledge and empower consumers.To help me discuss this topic, I'd like to welcome, Stephanie Trunzo, Chief Executive Officer at MERGE. Stephanie, welcome to the show!About Stephanie TrunzoStephanie Trunzo is CEO of MERGE and a veteran tech and health leader with 20+ years of experience in technology, marketing, health, and storytelling. Formerly SVP and General Manager at Oracle, where she launched Oracle Health and led the Cerner acquisition, she also held executive roles at IBM and was President/COO of PointSource. As a recent addition to MERGE's board in 2024, Stephanie is poised to drive the company's growth at the dynamic intersection of consumerism and health and wellness. A pioneer in AI with over 20 patents, she's recognized for her thought leadership and was named to the Frist Cressey Ventures Collective in 2024. In 2026, she received an MM+M Pinnacle Award, and under her leadership, MERGE was named 2025 Agency of the Year and made the 2026 MM+M Agency 100 list. Stephanie Trunzo on LinkedIn ---------- Resources ---------- MERGE MERGE is a marketing and technology agency built for the intersection of health and wellness. They help organizations navigate AI, digital transformation, and emerging technologies with a human-centered approach, using storytelling and technology to create more meaningful connections with the people they serve. We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Chaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other GenAI tools. Learn more at trychaser.com and use code AGILEBRAND for a 3-month free trial (normal trial is 14 days).The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose.Start building your own apps with Replit and get $20 off. Enjoyed the show? Tell us more at and give us a rating so others can find the show.Connect with Greg on LinkedInDon't miss a thing: get the latest episodes, sign up for our newsletter and more.Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology.The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. Hosted on Acast. See acast.com/privacy for more information.

P.M. Edition for July 23. The U.S. plans to impose new tariffs on most trade partners, replacing President Trump's temporary global 10% tariff. Plus, the threat of escalating conflict in the Middle East drove oil prices over $100, and concerns around higher inflation made bond yields surge. WSJ markets reporter Sam Goldfarb discusses how that ripples through the economy. Meanwhile, heavy AI spending from Alphabet and Tesla spooked investors, and the Nasdaq dropped more than 2%. And after IBM issued a rare profit warning last week, the company's earnings shed more light on what went wrong. We hear from reporter Anissa Gardizy about where its business goes from here, while tech columnist Christopher Mims spoke with IBM CEO Arvind Krishna. Alex Ossola hosts. Correction: New U.S. tariffs target 60 economies, or more than 80 countries. An earlier version of this podcast incorrectly said the tariffs target 60 countries. (Corrected on July 24.) Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that spooked investors: cash burn. Jon, Lou, and Tyler break down the quarter where mag 7 stocks went cash flow negative and what that means. Plus, earnings from Tractor Supply, RTX, and what to watch when PayPal and AirBnb report in the coming weeks. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Jon Quastl, and Lou Whiteman discuss: - Alphabet's first quarter of cash burn as a public company - Tesla's burning through cash even before spending ramps up. - Pet stores dragging down Tractor Supply's earnings. - RTX's monster order numbers - What to Expect: PayPal and AirBnb Companies discussed: GOOG, TSLA, APPL, IBM, TSCO, RTX, LTM, PYPL, ABNB Host: Tyler Crowe Guests: Jon Quast, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

An exclusive with the CEO of Google Cloud, Thomas Kurian, after Alphabet's cloud unit saw an 82% jump in revenue growth. But the stock falling on some capex concerns. Then the CEO of IBM joins the show, a week after the company warned of weaker than expected results, that led the stock to see its worst day ever. He explains the outlook. And Tesla on pace for its worst day in more than a year, why spending concerns are also hitting that stock.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with another day of oil prices rising in reaction to the U.S.-Iran conflict. Brent jumped above $100 per barrel for the first time since May, after Iran-backed Houthi rebels claimed that they attacked Saudi Arabian tankers on the Red Sea. President Trump responded with a warning to Iran and the Houthis on Truth Social. Alphabet and Tesla saw their shares take a hit — as the tech giants' respective plans for AI spending overshadowed quarterly results. Also in focus: Elon Musk on Tesla capex and SpaceX; What Nvidia CEO Jensen Huang told Axios about the future of capex;  IBM lowers guidance; Airline stocks tumble on results hurt by rising fuel costs; Earnings movers from Comcast to ServiceNow.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode: 2622 Watson: A computer system that plays Jeopardy!.  Today, Jeopardy!.

Daily Snippet vom 23.07.2026 Gestern haben vier Firmen gemeldet, auf die ich besonders achte, und jede liefert ein völlig anderes Bild. IBM nach dem 25-Prozent-Absturz, Philip Morris langweilig stark, Tesla mit komprimierten Margen und Google mit Rekordgewinn bei negativem Cashflow. Was diese vier Ausgänge fürs Portfolio bedeuten, ordne ich im heutigen Snippet ein.

P.M. Edition for July 22. WSJ special writer Theo Francis explains how startup founders, hedge-fund managers and Silicon Valley insiders are using IRAs to supercharge their wealth. Plus, trade uncertainty comes roaring back. WSJ trade and economic policy reporter Gavin Bade explains the Trump administration's new front on tariffs. And Journal reporter Sam Federman explains how the New York Mets turned baseball's highest payroll into its biggest waste of money. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: IBM lowers full-year revenue growth outlook. And Tesla's second-quarter revenue surges amid $5.8 billion spend in AI and robotics. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We're watching shares of Alphabet, IBM, ServiceNow and Tesla after their latest earnings reports. Gene Munster of Deepwater Asset Management breaks down the numbers and how to trade big tech in the second half. Plus, what's next for the crypto market, and a former WNBA player on the $3 billion women's sports market.  Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Oil prices approach $100 a barrel as tensions continue to escalate between the U.S. and Iran. And Tesla shares fall after hours following earnings report. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Major utilities and data-center developers have signed President Trump's pledge to pay more for the electricity needed to run AI models. And OpenAI says two of its AI models broke out of a test environment, accessed the internet and hacked another startup. Daniel Bach hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From buying the casting agency that represented her as a teenage actor at age twenty to being involved in more than forty M&A transactions, Victoria Pelletier shares why joint ventures run their course, what six acquisitions in eighteen months taught her about integration, and why 70 percent of deal value comes down to people and process. Victoria is a keynote speaker, published author, board director, and transformational executive with more than twenty years of leadership experience at major companies such as IBM and American Express. Her self-described nickname is the turtle, tough on the outside, a marshmallow on the inside. WHAT YOU'LL LEARN: You'll discover why joint ventures can end without anything going wrong, how patient trust-building saved a 250 million dollar client portfolio during an acquisition streak, why only 10 percent of AI value comes from the algorithms while 70 percent comes from people and process, and why no company Victoria has seen has truly moved past proof of concept to enterprise-level AI. VICTORIA'S JOURNEY: Victoria bought her first company at age twenty, paying around ten thousand dollars for the casting agency that represented her and selling it about eighteen months later. She went on to a publicly traded corporate travel company that ended a joint venture, went public, and acquired six companies in eighteen months, with Victoria involved from due diligence through integration. She has since built and sold a natural bath and body company, published four books with a fifth arriving later this year, and now focuses on speaking, AI advisory work, and executive coaching. KEY INSIGHTS: People drive most of the value in any deal. Victoria cites a BCG finding that only 10 percent of AI value comes from the algorithms, 20 percent from data and technology, and 70 percent from people and process, a ratio she sees play out in deals everywhere. During her acquisition streak, she spent almost a year winning the trust of a woman thirty years her senior who ran a 250 million dollar client portfolio rather than restructuring her out, and that woman became one of her biggest cheerleaders. Due diligence is where deals most often go wrong, a lesson Victoria learned firsthand when a seller misrepresented a business and she had to sue. And someone must own the value after closing, which is why she built a value realization office at her last company. Her philosophy through it all comes down to choice. "I do not do things personally or professionally that don't bring me joy or value." Perfect for business owners considering their first acquisition, leaders navigating post-deal integration, and anyone interested in the people side of deal-driven growth. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/victoriapelletier FOR MORE ON VICTORIA PELLETIER:www.victoria-pelletier.comhttps://youtu.be/xFpknOCFMOg FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps[00:00:00] - Introduction and overview [00:02:26] - Buying the casting agency that represented her at age twenty[00:12:07] - The 250 million dollar client portfolio she almost restructured[00:21:29] - The acquisition that went poorly and ended in a lawsuit [00:39:50] - Why no one is doing AI at enterprise scale yet [00:43:08] - What freedom means to Victoria Guest BioVictoria Pelletier is a keynote speaker, published author, board director, and transformational executive with more than twenty years of leadership experience, including roles at major companies such as IBM and American Express. She has been involved in more than forty M&A transactions along with joint ventures and her own acquisitions and exits. Known for her no excuses philosophy, she helps organizations and professionals develop stronger leadership skills, build personal brands, embrace diversity and inclusion, and create lasting professional success. Her fourth book came out earlier this year and her fifth arrives later this year, covering personal branding, leadership, culture, and career transitions. Related EpisodesEpisode 293 - Sunny Vanderbeck: Long horizon value creation and building businesses that deserve to last Episode 330 - Pete Mohr: Building an exit-ready business and understanding what your company is actually worth Episode 366 - Jodi Hume: Founder decision-making and the emotional journey behind major business decisions Keywords/TagsM&A integration, joint ventures, due diligence, post-merger integration, people and process, value realization office, corporate travel company acquisitions, personal branding, leadership, no excuses philosophy, women in leadership, executive coaching, AI adoption, enterprise AI, transformational executive, deal-driven growth

What separates an impressive agentic AI demonstration from a deployment that produces measurable business value across an entire company? In this episode, I speak with Frank Theisen, Vice President of IBM Technology across Europe, the Middle East and Africa, about how businesses can move AI agents beyond isolated pilots and into the processes where work actually happens. Frank believes the conversation has changed considerably. Most large companies are deploying some form of AI, yet many still struggle to demonstrate a significant commercial return. The difference comes from connecting AI with end-to-end business processes rather than creating another assistant that sits outside the systems employees use every day. IBM has attempted to prove this internally through its "client zero" approach, using its own technology across human resources, IT, procurement, sales and software development before taking those practices to customers. The company reports that AI, automation and hybrid cloud have contributed to $4.5 billion in productivity gains over three years. Frank explains how IBM's AskHR service handles common employee inquiries and helps managers complete administrative tasks without learning how to operate several separate enterprise applications. IBM reports that AI now resolves 94 percent of common HR requests automatically, while similar work is taking place across IT support and procurement. The discussion then turns to orchestration. As companies acquire agents from multiple software providers, the problem becomes far larger than creating individual assistants. Businesses need to understand how agents communicate, which systems they can access, what identities they use and who remains accountable for their actions. Frank expects the number of applications, agents and non-human identities to grow rapidly. Without orchestration and governance, companies risk recreating the same application sprawl they have spent years attempting to reduce, this time with software capable of making decisions and generating additional code. Data presents another barrier. Publicly trained models rarely contain the proprietary information that gives a company its commercial advantage. That information remains distributed across databases, applications, mainframes and cloud services. Frank argues that enterprises need a governed, federated way to bring AI to their data without repeatedly copying everything into another repository. We also discuss digital sovereignty across Europe and the Middle East. Frank describes sovereignty as a matter of control across data, operations and technology. Companies need to decide which workloads require isolation, which regulations apply and where dependence on one provider could limit their future choices. Wimbledon provides a timely example of these principles in practice. IBM Bob helped modernize the tournament's digital platform by mapping and migrating approximately 15,000 articles, videos, photographs and related metadata. IBM says work that would traditionally require four or five specialists over several months was completed by one engineer within four weeks, with the assets themselves extracted in 47 minutes. Frank closes with three practical priorities. Understand where AI could affect the business, determine how successful use cases can be automated across complete processes, then address security, governance and provider dependence before expanding them. If your company already has dozens of AI pilots, should the next investment create another agent or coordinate the ones you already have? Listen to the episode and share your thoughts with me.

In this new episode of One Vision Podcast, Paolo Sironi joins Theodora Lau to unveil his new book, Quantum Sapiens, a philosophical literary thriller on artificial intelligence, quantum gravity, and the origins of human consciousness. A burning question: Why now?We talk about the "I love you" problem and what happens when we attribute meaning to words that machines give us. Paolo invites us to think about the journey ahead of us before we walk through Alice's mirror. What do we need to carry with us? What do we leave behind? An exhilarating conversation about the present and future of technology that you won't want to miss. No PhD required.

Send us Fan MailWe dive into the exciting world of autonomous AI agents with Matt Glickman, Co-Founder & CEO of Genesis Computing. Join us as we explore how this technology is shifting the role of the data engineer and redefining what's possible.02:36 Meet Matt Glickman 09:32 Frontier Models 17:14 The Origination of Genesis 18:51 What is an Autonomous Agent 30:25 Machines Have Our Code! 32:32 Genesis's AI Level? 34:54 Autonomous Agent Quality Control 38:30 Genesis Differentiators 40:58 The Pace of Finance and Healthcare 42:17 The Future of Data Engineers 44:06 Rapid Fire QuestionsLinkedIn: https://www.linkedin.com/in/matthewglickman Website: https://genesiscomputing.comWant to be featured as a guest on Making Data Simple?  Reach out to us at almartintalksdata@gmail.com and tell us why you should be next.  The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun. 

Et brag af en handelsdag venter onsdag, hvor den danske transportkæmpe DSV blandt andet har leveret friske tal. Senere på dagen venter regnskaber fra blandt andet Alphabet, Tesla og IBM, der kan definere om tech-aktierne skal op eller ned. Millionærklubben diskuterer og dissekerer derfor tallene, og vender hvad det kan betyde for investorerne. Vi vender også nye kinesiske AI-modeller, der har rystet markedet, og undersøger om der er grundlag for at rykke rundt på porteføljen. Med i studiet er investeringsstrateg hos Saxo Bank Oskar Barner Bernhardtsen og investeringschef i teknologifonden Techwave, Benjamin Bjerre. Vært: Adam Geil See omnystudio.com/listener for privacy information.

US CENTCOM said forces conducted the 11th consecutive night of strikes against Iran; US Secretary of State Rubio said the US is committed to diplomacy in the Middle East and Iran.Iran's top joint military command warned that all interests of the US and its allies in the region will be targeted if the US attacks Iran's nuclear sites.US is to impose new tariffs on dozens of countries as Trump's 10% global levy is set to expire, according to AFP citing USTR Greer.APAC stocks traded mostly in the green, DXY slightly pulled back, 10yr UST futures lingered near yesterday's lows, Crude futures mildly extended their gains.European equity futures indicate a slightly positive cash market open with Euro Stoxx 50 futures up 0.1%.Looking ahead, highlights include UK Inflation (Jun), Supply from Germany & the US, Earnings from Tesla, Alphabet, and IBM.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Secretary of State Rubio said the US has many options to deal with Iran if it refuses to negotiate. He also stated that China is displeased with Iran's actions in the Strait and Iran is in a lot of trouble.Iranian Interior Ministry spokesperson said there is currently no ongoing negotiation and that it may only involve the exchange of messages, Mehr News reported.BoJ officials are reportedly considering hiking rates faster than every 6 months due to the JPY's weakness adding to upside inflation risks, Bloomberg reported. Initial weakness was seen in JGBs while JPY saw fleeting strength. US equity futures trades with losses, with underperformance in the NQ ahead of Tesla and Alphabet earnings AMC.Fixed income benchmarks hold steady despite the surge in energy prices (Brent +4.8%).Looking ahead, highlights include US MBA Mortgage Applications, Supply from the US, Earnings from Tesla, Alphabet, and IBM.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

P.M. Edition for July 21. Recent AI models from China claim they're just as powerful as some of the most cutting-edge models from OpenAI and Anthropic. Journal reporter Amrith Ramkumar joins to discuss the latest reactions from Silicon Valley and the White House. Plus, General Motors had a strong second quarter as consumers kept buying pickup trucks and SUVs. And New Jersey says a software error led to almost 400 non-citizens voting in elections in the state since 2023. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors looked through the latest developments in the Iran war to focus on corporate earnings updates, Big names set to report later this week include Alphabet, IBM and Tesla, Next EP Wealth Advisors Event is Saturday September 12th at 10am at the Lafayette Library on Taxes In Retirement

A life transition like divorce can also be a time to make other changes and shifts. Whether you're considering a career change, launching a business, or turning a lifelong passion into an income stream, today's technology offers opportunities that simply didn't exist a few years ago.In this episode of The D Shift, Mardi Winder sits down with business strategist Dr. Steven Kirch to explore how artificial intelligence can become a valuable thinking partner for anyone rebuilding their professional life after divorce. Rather than replacing human creativity, AI can help organize ideas, explore possibilities, challenge assumptions, and support better decision making. Together they discuss practical ways AI can help evaluate business ideas, create business plans, brainstorm marketing strategies, identify blind spots, and even prepare for conversations with potential investors. They also explain why AI should always be viewed as a tool to support your thinking rather than replace your judgment, and why reviewing and verifying information remains essential. Whether you're dreaming about a side business, returning to the workforce, or exploring an entirely new direction after divorce, this conversation will give you practical ideas for using AI to support your next chapter.In this episode you'll learn:• How AI can become a brainstorming and strategic thinking partner. • Ways to explore new business ideas before investing significant time or money. • How AI can help organize business plans and identify potential gaps. • Why asking better questions produces better AI responses. • What AI hallucinations are and why you should always verify important information. • Privacy considerations when using AI for business planning. Artificial intelligence is changing how entrepreneurs work, but success still depends on thoughtful planning, critical thinking, and informed decision making.About the Guest:Dr. Steven Kirch's path to Profit Minds began with a Ph.D. in Physics from the University of Illinois Urbana-Champaign, followed by more than 25 years in high tech, first at IBM, where he pioneered Focused Ion Beam techniques for failure analysis, before moving to Intel. His roles at Intel were many and varied, among them, running an analytical lab, serving as Chief of Staff to the VP managing Intel's most productive factory, and leading a 40-person international team. And along the way, he became a co-inventor on 10 U.S. patents across 5 technical fields, most of them earned as a manager contributing outside his own domain of expertise. After Intel, he founded Business Culture Advantage and then Profit Minds in 2020, where he has now served 50+ clients ranging from solopreneurs to mid-market firms.Now partnering with his daughter, Suzy, at Profit Minds, they have shifted the focus to help businesses transform through the power of AI. Steve's mission is to take what he learned inside two of the most demanding companies on earth and put it to work for the leaders and teams of small and mid-sized businesses. For Steve's gift: https://aiisnothard.com/To connect:Website: https://profitminds.net/LinkedIn: https://www.linkedin.com/in/stevekirch/About the HostMardi Winder is a Strategic Divorce Consultant and High-Conflict Divorce Coach who helps high-achieving individuals navigate divorce with clarity, confidence, and control. Drawing on more than 30 years of experience in mediation, divorce coaching and conflict resolution, she supports clients in making smart decisions while reducing emotional and financial fallout, particularly in high-conflict, high-asset and complex divorces. Mardi is the founder of Positive Communication Systems, LLC, and the Strategic Divorce Directory, LLC.For Mardi's gift: The Resilience Building Blueprint: A 28-Day Journey To A Stronger You https://www.divorcecoach4women.com/rbbConnect with Mardi on Social Media:Facebook - https://www.facebook.com/Divorcecoach4womenLinkedIn: https://www.linkedin.com/in/mardiwinderadams/Instagram: https://www.instagram.com/divorcecoach4women/YouTube: https://www.youtube.com/@divorcecoach4womenThanks for Listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have feedback or questions about this episode? Leave a comment in the section below!Subscribe to the PodcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts. You can also subscribe in your favorite podcast app.Leave an Apple Podcast ReviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

If a brand is no longer what a company says it is, but the sum of every experience a customer has, what does that mean for the marketing department's role in the organization?Agility requires more than just adapting to market changes; it demands a fundamental shift from broadcasting a message to engineering an experience. It requires a willingness to unlearn old definitions of brand and embrace a new reality where customer perception is the ultimate truth.Today, we're going to talk about what some are calling a "reformation" in branding. It's a move away from the traditional model of logos, slogans, and campaigns, and toward a new understanding where the brand is the cumulative effect of every single customer interaction. This shift has massive implications for organizational structure, strategy, and how we measure success.To help me discuss this topic, I'd like to welcome, Lou Carbone, Professor of Practice, Michigan State University & Founder/Chief Experience Officer at Experience Engineering. About Lou CarboneLou Carbone, often called the "Godfather of Experience Management," has been a pioneer in experience engineering since the 1980s. He's a globally recognized thought leader, author of Clued In (Fast Company's Reader's Choice Award winner), and co-author of award-winning research like “Sticktion.” He developed the proprietary Experience Engineering® methodology and has advised top organizations including Microsoft, IBM, John Deere, Pizza Hut UK, Allstate, and the UAE government. A frequent keynote speaker and guest lecturer at leading business schools, he's also Professor of Practice at Michigan State University, shaping future leaders in customer experience. His innovations, like the Paperless Rental Agreement at National Car Rental, have become industry standards. He holds a Distinguished Alumni Award from Thiel College, where he also served as Board Chair, and is active on several healthcare and academic boards including Brown College. Lou also serves as a Professor of Practice in the Eli Broad Business College at Michigan State University, teaching within the Masters of Market Research and Analytics program, as well as the startup of the Masters degree in Customer Experience Management.Lou Carbone on LinkedIn---------- Resources ---------- Experience EngineeringThe Agile Brand podcast is brought to you by TEKsystems. We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Chaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other GenAI tools. Learn more at trychaser.com and use code AGILEBRAND for a 3-month free trial (normal trial is 14 days).The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose.Start building your own apps with Replit and get $20 off. Enjoyed the show? Tell us more at and give us a rating so others can find the show.Connect with Greg on LinkedInDon't miss a thing: get the latest episodes, sign up for our newsletter and more.Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology.The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. Hosted on Acast. See acast.com/privacy for more information.

Andrew, Ben, and Tom discuss the escalating Iran war with an Iranian strike killing two US service members and injuring others in Jordan, oil rising to the high $80s and gas moving back above $4 over the weekend, Strait of Hormuz traffic grinding to a standstill, potential renewed diplomatic outreach from Iran's Foreign Ministry, the 10-year holding at 4.56%, Domino's earnings shedding light on a stabilizing consumer with US-owned comps improving to +2.1%, and a preview of the packed earnings week including DHI, GEV, GOOG, TSLA, IBM, and Thursday's ECB decision.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Don’t Fade and Die in AI Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ Matt Yanchyshyn, VP AWS Marketplace, Rekha Thangelapalita, Elastic GSI Leaders; Allison McFadden, Accenture AWS Leader; and James Kang of Nvidia join Ultimate Partner. In this panel discussion, leaders from Elastic, Accenture, Nvidia, and AWS dissect the urgent shifts in the ecosystem, emphasizing that partners must adapt to AI and agentic co-selling or risk fading away completely. The conversation explores the necessity of deep co-engineering, the power of multi-product solutions in the AWS marketplace, and how automated agents are now replacing traditional human sales pipeline progression. By embracing data readiness and strategic collaboration, organizations can survive the “token maxing” era, effectively scale their enterprise opportunities, and align with NVIDIA’s five-layer strategy to dominate the new cloud landscape. https://youtu.be/zUkL4Wqsa68 Key Takeaways AI agents will automate the majority of AWS partner co-selling attachments and opportunity progressions this year. Partners who fail to embrace agentic workflows and automated governance face the existential risk of fading into obsolescence. Successful multi-product offerings require a “blood to all organs” approach that benefits the client, the ISV, the GSI, and the hyperscaler simultaneously. Nvidia’s “five-layer cake” model emphasizes that successful outcomes at the application layer automatically drive growth for all underlying infrastructure. The “token maxing” phenomenon is forcing enterprises to seek cost-effective, open-model alternatives to scale their generative AI securely. Integrating GSIs and ISVs on the AWS marketplace significantly increases enterprise deal sizes and long-term customer renewal rates. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags strategic collaboration agreement, data readiness engine, agentic co-sell, semantic layer, token maxing, five layer cake, accelerated computing platform, open models, cloud consumption, multi-product solutions, partner central agents, propensity data, automated opportunity progression, generative AI governance Transcript Matt Y and Panel Audio Podcast [00:00:00] Vince Menzione: You have a choice. You can embrace them and figure it out and get governance and, and make your data available. Um, use the partner, central agent, move to Agen Co-sell, or you can fade and die. [00:00:11] Vince Menzione: You can feel it happening. The ecosystem is shifting beneath us, the way Hyperscalers are partnering, how AI is remaking the channel and what it means to win in 2026. [00:00:22] Vince Menzione: Welcome to the Ultimate Partner Podcast. I’m Vince Menzi. Own your host. And each week I sit down with leaders at the intersection of technology, partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:44] Vince Menzione: It is the strategy because [00:00:46] Vince Menzione: being in the room changes everything. Let’s start. [00:00:51] Vince Menzione: We’ve got some amazing leaders joining us. So I think probably for a little bit of context, maybe just start with Rika. You can introduce yourself, your role and, uh, what, what you’ve been doing at Elastic. Yeah. [00:01:03] Rekha Thangellapalli: Yeah, sounds great. [00:01:04] Rekha Thangellapalli: Hi everyone. I’m Reka and I lead GSI Alliances at Elastic. Um, for the past 14 years, I’ve had the pleasure of building different kinds of partner ecosystems across companies such as SAP. MuleSoft, Salesforce, Coupa, and now Elastic. Um, I wanna thank Ultimate partner and Vince for having us here today. Thank you and the panel of these incredible speakers for joining me on stage. [00:01:31] Rekha Thangellapalli: Um, very excited for the conversation today. [00:01:33] Vince Menzione: We love Elastic, and you’ve had some of your other leaders on stage at other events. As such, the quality of your leadership team is amazing. Thank you. [00:01:42] Rekha Thangellapalli: I wholeheartedly agree. [00:01:45] Allison McFadden: Excellent. Um, hello everyone. Allison McFadden. I lead our North America AWS practice at Accenture. [00:01:52] Allison McFadden: Uh, I’ve been there for five years, and truth be told, it was my first partnership role, my first formal partnership role. Uh, so I can take some tips from all of you in the room here today. Prior to that, I was 21 years with IBM, and I got into partnerships because my last role at IBM was actually trying to build. [00:02:14] Allison McFadden: Linux business on the mainframe, and I had to have partners. I had to have partners to help me with workloads to run there. So I kind of learned, uh, trial by fire. But I’m excited for the conversation today. Excited to be in this room and excited to talk about what we’re doing with, uh, elastic. Thank you. [00:02:34] James Kang: Uh, my name is James Kang. Nice to see and meet everyone here. Vince, thank you for the opportunity. Thank you [00:02:38] Vince Menzione: for being here. [00:02:39] James Kang: Um, I’m with Nvidia, so I help manage the AWS partnership at Nvidia all up. Um, I guess fun fact, I’m former AWS and so I see a lot of very familiar faces here in the front row. Uh, former colleagues and then current friends. [00:02:56] James Kang: And so, uh, looking forward to the conversation. [00:02:59] Vince Menzione: Great. Well, we’ll start with an easy tia. Matt. This is not directed to you, directed to the others. So what does a successful AWS partnership look like from your C? So we’ll start with Eureka. [00:03:09] Rekha Thangellapalli: Sure. So from an ISV perspective, I think we really are looking at three things. [00:03:15] Rekha Thangellapalli: Uh, mutual investment building together. And scaling together. So when we talk about mutual investment, elastic recently signed a five-year SCA or strategic collaboration agreement with AWS. And while that is a significant milestone in our partnership, for us, what matters more is what it represents, and that is really a long-term commitment from both companies. [00:03:39] Rekha Thangellapalli: Towards product engineering, um, and joint go to market initiatives to deliver value to customers over time. And that’s what we see is that the best partnerships really compound and they build upon each other every year. Um, they don’t necessarily kind of reset every year. Um, next we talk about building together. [00:03:59] Rekha Thangellapalli: So, um. When we talk about joint solutions, we want to deliver solutions that are better together and the customers have to see us that way. And so whether it’s search, observability, or security, we’re looking at taking to market solutions that we can’t or necessarily don’t wanna take on our own. And finally we talk about scaling together. [00:04:22] Rekha Thangellapalli: And this is where marketplace, for instance, plays a big role, um, when customers can draw down on their cloud commitments, transact online and go from, you know, pilot to enterprise scale adoption in hours, not days. Um, this is when really everyone wins. Um, and this is also where partners like Accenture play a critical role. [00:04:47] Rekha Thangellapalli: Um, you know, the incredible amount of expertise that they bring, uh, the managed services capabilities and, um, their data assets actually play a huge role in having our customers realize that value faster. And, um, like Vince mentioned, at the end of the day, best partnerships are all all about creating kind of that. [00:05:07] Rekha Thangellapalli: Self-sustaining flywheel. And so it starts with investing together, building something unique, and having the customers realize that success faster because that success is really the only thing that’s gonna keep that flywheel going for everyone involved. I [00:05:26] Vince Menzione: absolutely. [00:05:26] Allison McFadden: Okay, amazing. I’m gonna riff off a few things Ika said, but from a GSI perspective. [00:05:32] Allison McFadden: A relationship with a WSA successful relationship with AWS looks slightly different. Um, so I think the first thing that we think of in the GSI Community common thread is that the client outcome and delivering value for clients is what we, what we’re striving for. Um, and so the partnership with AWS in that case, um, um, it has to, it has to. [00:06:01] Allison McFadden: Look like one team in front of our clients. So we have to show up indistinguishable, and that’s with AWS and with an ISV partner, it has to look like one solution in front of the client, especially moments that matter. So board meetings, um, you know, the time we’re gonna sign a deal, like we have to look like one team, uh, and keep our our client outcome, um, first and foremost in mind. [00:06:24] Allison McFadden: The second thing, and this is I think where the magic of all the people in this room comes into play. We can have as many discussions at a CEO level as we want. And if our client teams on the ground are not working together, it falls apart. Falls apart directly in front of the client. Yes. And that is a really hard thing to do. [00:06:45] Allison McFadden: So I’m passionate about the alliance work because that that work is what makes it happen at the corporate level. [00:06:53] James Kang: Cool. Um. I’ll start here. So in Nvidia is a accelerated computing platform company. Um, if you asked. Anyone on the, on the street about a year ago, what is ai? A lot of times they would say AI is, is open ai, or it’s philanthropic. [00:07:12] James Kang: Um, Jensen and I’ll, I’ll reference Jensen a lot today, um, because he is our leader, um, but he also sets the strategy in the direction for Nvidia. He talks a lot about AI in the metaphor of a five layer cake. And in terms of the five layer cake, you start off with the foundational bottom layer being power and energy, which sustains. [00:07:32] James Kang: All of our data centers, you move up the stack in terms of chips. So things think of Foxconn, think of TSMC. Next you have the infrastructure layer. So obvious choice is AWS, and then you get to the models where you do have the philanthropics and the open ais. But finally in at the precipice, you have the application layer. [00:07:53] James Kang: Ultimately, the reason why I mentioned all different stacks of the layers, the five layer cake, is the fact that the application layer is the most important. And so when you think about. Partners like Elastic or ServiceNow Trend, ai, CrowdStrike. Every time you pull from the application layer and you see a success, it pulls all five different components of that layer up. [00:08:13] James Kang: And so ultimately, as I think about success, it’s it’s being able to develop these co-sell wins at the application layer and really demonstrating that through extreme co-engineering and co-design with all the different application. Infrastructure, power and energy layers in mind. Um, Jensen also likes to think of himself not only as the CEO and founder, but also as the, the chief Marketing Officer. [00:08:35] James Kang: We are a very event driven company, and so at our big events like GTC or at big industry events like CES or Computex, he likes to show up on the biggest stage, biggest stages and showcase the partnerships with not only ISVs and GSIs, but also with end customers. And so that’s what I think about when I think of SA success. [00:08:56] Vince Menzione: That’s a really good point. You talked about, Allison, you talked about having an alliance strategy, or at least you teed it up, so I thought maybe we would go there for a second. Right? Like, what does a great alliance strategy look like and why is it important to the success of the partnership? [00:09:11] Allison McFadden: Man, I, uh, I have so many opinions on this. [00:09:13] Allison McFadden: We could probably be up here all day. That’s [00:09:15] Vince Menzione: okay. [00:09:16] Allison McFadden: Um, no, I think. Uh, there, there are a couple things, and the first one that comes to mind is focus. We cannot be all things to all people. Um, so when it comes to think about some of the, the work we’re doing with Elastic, we have a very, very clear point of view on what client problem we’re solving, what clients we want to talk to. [00:09:38] Allison McFadden: It helps if, um, from an ISV perspective, if there’s a very clear fit in. The Accenture portfolio or whatever, you know, SI consulting partner. You’re working with a very clear fit in the portfolio and we know what we’re not gonna go after, what we’re not gonna spend our time on because we have, we have this tendency, there’s millions of people. [00:10:00] Allison McFadden: The ecosystem chart that, you know, Vince, you showed up there, there’s so many connections. There’s probably more connections there than there are atoms in the universe, right? So, um. Defining what we do together and what we don’t do together is the first thing that pops to my mind. [00:10:19] Vince Menzione: Reka, do you have a perspective on it since we’re gonna, we’re gonna talk next about what you’ve done together, but, and I also wanna get mass perspective as a hyperscaler partner here as well. [00:10:29] Rekha Thangellapalli: Yeah, I mean from my perspective, I, I’m gonna, you know, kinda echo what Allison said is to be just maniacally focused. Yep. Um, because, especially from my perspective, so Elastic has three different solutions, right? We’ve got search, we’ve got observability, we’ve got security that map to completely different business units within Accenture. [00:10:47] Rekha Thangellapalli: And of course Accenture does a lot of things. And so, you know, when we first came together it was like. Okay, what are we gonna focus on? What industries are we gonna go after? Which segments are we gonna go after? Which customers, you know, um, outcomes are we trying to solve? And I think that sort of maniacal focus is the number one contributing factor to, to the fact that I’m like, up here on stage today. [00:11:12] Rekha Thangellapalli: Great. [00:11:14] Vince Menzione: Matt? Perspective? [00:11:16] Matt Yanchyshyn: Yeah, I, I, I guess I was trying to. To add something, uh, additional from an AWS perspective, uh, when it comes to, you know, what does a great alliance look like? Uh, AWS is obsessed with data, you know, in data we trust. And, and so the best, um, and, and this goes sales business problem, and it’s not just the engineering teams. [00:11:34] Matt Yanchyshyn: And so, uh, you know, Accenture does a good job of this elastic, definitely. And if you can come to the table with, um, quantifiable proof of the value of customer outcomes and partnerships. Um, you’ll win all the time and it’ll be a durable relationship with AWS ’cause we really are this data obsessed company and, and even the most senior sales leaders. [00:11:54] Matt Yanchyshyn: Uh, and so what I mean by that specifically is like if you, if you can show like your a RR to land an a RR conversion ratio, like in in numerical format, it’ll light up our sales leaders and, and they’ll be all, and they will co-sell with you all day long. If you can show the, I mentioned this earlier, like the AWS service, uh, whether you’re consulting company or, um, elastic and, and how the shape of customer accounts change positively when we work together. [00:12:15] Matt Yanchyshyn: That type of sort of quantifiable data works particularly well from an alliance perspective. With AWS as a partner, we, we really are like this data in sort of results out company. Um, so I, yeah, that’s just adding to the great points that were already made. I would say specific to AWS that that’s key. [00:12:30] Matt Yanchyshyn: Yeah. And I’m gonna bring up one more thing. I want to dive in on the, the joint value proposition, but you mentioned something that made a lot of sense and resonated to me about the organizations once you get out of partner, the partner world that we all know and love. Mm-hmm. Once you get down into a field organization or account management organization. [00:12:49] Matt Yanchyshyn: Not as much understanding and really organizations do a bad job here, honestly, in terms of enabling the field organizations. Do you agree? [00:12:58] Allison McFadden: I agree because I, I agree. And, um, you know, I think that’s one of the things, and, and I, I, when I joined Accenture, what we had was a lot of wicked smart architects delivering programs to clients in the field. [00:13:15] Allison McFadden: Very smart, very deep in AWS knowledge. Um, and that was awesome for the 10 clients they were staffed on and to get that understanding of how AWS works and I dream about lar, right? Like, this is a good, you know, but that takes real effort and real work. Yeah. And it’s, it’s um, almost like being a language translator. [00:13:37] Allison McFadden: Yes. For me. Yeah. So, you know, I had to deeply learn AWS so that I could. [00:13:42] Rekha Thangellapalli: Sure. [00:13:42] Allison McFadden: Teach my account teams. My account teams are really smart. They know who they’re selling to. They know their customers. They know what their customers need. They do not know what AWS has to offer always because they’ve got 20 partners lining up to try to tell their stories. [00:13:57] Allison McFadden: Um, they don’t know how to ask of the AWS team or the elastic team or the Nvidia team. Yeah. What they need [00:14:02] Vince Menzione: this co-selling piece. Yeah. [00:14:04] Allison McFadden: And so that is where, um. We had to build that muscle even around our AWS practice, which was a huge practice at Accenture, but we didn’t necessarily surround it with that kind of enablement and um, almost deal coaching layer. [00:14:21] Vince Menzione: So Elastic and Accenture came together. I dunno which one of you wants to lead this part of the conversation, but you will, right? Yeah. So tell us about the genesis of this and why. And a lot of people dunno what Elastic does, but you do some really incredible work. Like I, somebody told me one day was like, oh, you know, Uber, like, that’s elastic, powering all that. [00:14:41] Vince Menzione: Like, we don’t think about that. That the engines that you have and the, the backend to the customers, huge customers. [00:14:48] Rekha Thangellapalli: Yeah, absolutely. Um, so when AWS launched this feature last, um, reinvent where basically it allowed, you know, channel partners such as Accenture to be able to bundle up their services, their data assets with an ISV solution and put it on marketplace, um, you know, Accenture and Elastic immediately saw an opportunity. [00:15:09] Rekha Thangellapalli: Um, at the time most customers were doing gen ai. But they were running into the same challenge, which was that their data just was not ready. And by the way, this is a problem we were solving. Outside of marketplace. I think the, the feature that you guys launched just gave us a way to package it up and to be able to create this repeatable solution, which we call data readiness engine for gen ai and put it on marketplace. [00:15:40] Rekha Thangellapalli: And, um, this to me was a success because. Each company had a clear reason to invest. Um, so for Accenture, they were able to, you know, create a very differentiated services led offering. Uh, for Elastic, we were able to expand on our AI story. And for AWS, um, you know, it drives marketplace adoption, increases cloud consumption, all of that great stuff. [00:16:07] Rekha Thangellapalli: And customers, of course get. A solution to a very real problem that, that they were having. Um, and you know, the surprising part for me going through that journey was that, um. The pitching, the idea, getting the budget, getting the executive sponsorship was actually the easy part. The hard part was getting all three companies to come together, uh, to go from idea to launch in a very ambitious timeline of six weeks. [00:16:37] Rekha Thangellapalli: Nice. And so, you know, this was very much like. Doesn’t matter your title. We’re rolling up our sleeves and we are on this outcome together. Um, and so we literally built a RACI matrix, a project plan, and you know, we had daily standup calls for six weeks where literally. At least one person from each three of these companies called in, you know, got rid of any blockers and we made sure we were on target for that timeline. [00:17:07] Rekha Thangellapalli: Um, and you know, at the end we had a successful launch. But I think my favorite part about the story is the impact that we’re having and, um. My favorite story comes from a global pharmaceutical company that, you know, had basically nine petabytes of data spread across six different continents. Wow. And by working with Accenture and Elastic, they were able to build that trusted foundation that their AI and their agents can, you know, kind of safely tap into and be accessible at scale. [00:17:41] Rekha Thangellapalli: Um, so that’s my version. Allison. [00:17:44] Allison McFadden: Yeah. Well, I don’t have a lot to add. I just, I would say this is a good example of a couple of principles, right? One is having a forcing function is never a bad idea. Sign up for a big event, sign up. I’m like, I’m here with my, you know, Nvidia guys saying, sign up for the event. [00:17:58] Allison McFadden: It’ll make you move quick, right? [00:18:00] Audience Member: Yes. [00:18:00] Allison McFadden: Um, so that is one, but two, one of my mentors once told me, when you’re designing any kind of, you know, offering go to market motion, it has to get blood to all organs. If it does not get blood to all organs, it does not go [00:18:14] Vince Menzione: nice. [00:18:14] Allison McFadden: Um, [00:18:14] Vince Menzione: I love that analogy. [00:18:15] Allison McFadden: Oh, I love it. And I can talk all day. [00:18:17] Allison McFadden: That guy was brilliant. I love him. But, um, no, and, and so Elastic did a really nice job of bringing the tech to the table. Um, our team has to trust in that technology and its ability to scale, right? Um, because at Accenture we have to be able to deploy across 700,000 consultants. Um. And yeah, so I think those are the two, two things that really worked well here is we had, uh, trust in the technology solved a customer need. [00:18:50] Allison McFadden: Um, it drives, we don’t even talk about, like, yes, it drives marketplace revenue, but it unlocks work that we do that drives even more revenue to our AWS Friends. Right. So this is a, this is a, um, product that’s getting your data ready for AG agentic. It’s a messy problem that everyone’s dealing with, and it removes blockers for clients and it unlocks more, you know, ag agentic work on top of that. [00:19:15] Allison McFadden: So, blood to all organs. [00:19:17] Vince Menzione: So, was that the proposal going forward to say we need to have, we need to have trust in the solution. We need to drive significant revenue. It needs to be something all of our, you know, seven, 700,000 people. Can be a part of and help drive? Is that how you think about? [00:19:32] Allison McFadden: Yeah, and for us right now, um, it’s an interesting time for Accenture. [00:19:36] Allison McFadden: Our clients are asking a lot of us, and what it does is it having some of these accelerators helps us deliver cheaper, better, faster to our clients, which is what they’re demanding of us right now. Um, so it’s an accelerator to client outcomes. [00:19:55] Vince Menzione: James, what is NVIDIA’s role and how do, how do you enter the equation here? [00:20:00] James Kang: Yeah, it’s, um, it’s a good question. Um, I, I would say that Nvidia is probably one of the most misunderstood organizations in the world. Um, despite the, uh, the market capitalization in the valuation of the company, we have a very tiny organization. Um, what I mean by that is, um, if you think about. [00:20:20] James Kang: Salesforces and field sales organizations. Um, we’ll take Salesforce as the account or the customer. As an example, we have one account manager at NVIDIA that no, not only covers and is responsible for the relationship with Salesforce, um, but also manages. Automation Anywhere as well as DocuSign. Whereas at AWS, in contrast, like there are full armies and teams Yeah. [00:20:45] James Kang: That are supporting the Salesforce relationship. And so as you think about partnering and working with Nvidia, the focus has to be on really. Extreme co-design, but also being very prescriptive in terms of what are the very specific customer outcomes that we are solving for. And the guidance that I would give is bring in Nvidia into that equation and that conversation as early as possible because that [00:21:10] James Kang: co-engineering and co-design needs to be part of the foundational building blocks in order for you to come out with a end solution that checks all those different requirements. [00:21:20] James Kang: And so I think. Again, like going back to Nvidia, um, we like to talk about two different types of brains. A brain one and a brain two. Uh, brain One you think about the next quarter and making sure that you’re hitting the revenue targets for the next quarter. Brain two, you think about a long-term goals and potentials looking around corners and being very strategic. [00:21:41] James Kang: The saying internally is without Brain one, there is no oxygen, but without brain two, there is no future. And everyone at NVIDIA is trained to think in that brain two mentality. [00:21:52] Vince Menzione: Wow, Matt. [00:21:54] Matt Yanchyshyn: Yeah, I, I was just thinking I love the blood doll organs. Uh, and so just on, on that note, um, and, and, you know, the multi-product solutions that, that you, you built together, uh, that is a really good example of blood do organs because like we all know, that’s how customers buy. [00:22:07] Matt Yanchyshyn: They, they buy solutions and increasingly they’re looking for combinations of ISV, sometimes multiple products from multiple ISVs with services. Uh, often they’re buying it through a resell motion. You know, and they, and, and so that from a customer perspective, they want a single place to go. And so that’s the multi-product solution. [00:22:24] Matt Yanchyshyn: They wanna find everything they need, they need Accenture, they need Elastic to solve a specific solution. And I think where that’s headed is even more specific listings, like with AI powered listing experience, like, you know, elastic Plus Accenture for, I’ll make something up like a manufacturing workload. [00:22:37] Matt Yanchyshyn: And so this solution based. Uh, sort of buying is, is very customer centric. It’s what customers want. We all know that. But that’s, that’s the customer sort of organ, I guess. Um, but then, you know, you all have SCAs and those SCAs have marketplace commits. It helps if that gets transacted through marketplace helps the AWS relationship, you know that that’s an organ. [00:22:55] Matt Yanchyshyn: It’s the relationship. It’s, it’s the commercial construct and that you have, uh, that that’s another organ. You’re marketing people. They, that’s another organ. They don’t wanna land, uh, leads on a static marketing page. They wanna land a lead on a, a storefront with a multi-product solution that can actually convert and that you can actually buy it through that. [00:23:12] Matt Yanchyshyn: So the marketing person’s happy because they, they have less churn. Uh, and then, you know, our reps are happy ’cause guess how they get paid? They retire quota when they sell Marketplace. And they, we also, Jay McMain will tell you, that’s another organ called Jay or on, on you now. Um, [00:23:27] Matt Yanchyshyn: he’ll like that. I’ll call him up and tell him that. [00:23:29] Matt Yanchyshyn: Yeah, [00:23:30] Matt Yanchyshyn: but he, he’ll tell you, you know, don’t believe me. Obviously, never believe Matt, believe, believe the, the data and, and his data shows that. Those deals will close faster and larger if you use marketplace. So that’s, that’s a lot of organs. That’s the whole body. Um, but you know, when you have your customer happy ’cause that’s how they wanna buy your field happy. [00:23:45] Matt Yanchyshyn: Um, and, you know, the relationship happy and you know, your marketing team happy. Uh, and, and Jay happy. Um, and, and you know, I think that multi-product construct and, and the way you kind of use it to model a partnership and the way buyers ultimately wanna buy is, is really powerful. And so I, I think it’s, you know, it’s really a manifestation of how. [00:24:04] Matt Yanchyshyn: We kind of intend and to go to market anyway. Uh, so I think, you know, and thanks for leading the way, by the way. You’re, you’re amongst the very first, so that’s great to see. [00:24:11] Matt Yanchyshyn: So these storefronts are really helping this drive, drive this. Well, [00:24:13] Matt Yanchyshyn: that’s the next evolution. Like we’re talking about the multiproduct solution. [00:24:16] Allison McFadden: I’m JJ Accenture storefront. [00:24:17] Vince Menzione: Yeah. Oh, there you go. I mean, j and j Accenture storefront. [00:24:20] Allison McFadden: We’re gonna talk about that. [00:24:20] Matt Yanchyshyn: Yeah. I mean, [00:24:21] Matt Yanchyshyn: Accenture also leading the way yet again with storefronts. And so I think the combination of. You know, again, I was talking a lot about conversion. Yeah. And you know, buyers know sometimes they know what they wanna buy and, but if you really wanna convert that lead, you wanna land them again, something that combines, you know, elastic Accenture’s services plus software, but in a storefront that is, you know, surrounding with just the solutions they want so they don’t need to kind of go searching. [00:24:42] Matt Yanchyshyn: So, you know, ultimately reducing that time to close, I guess, really ’cause meeting the customer where they are with what they need. [00:24:51] Matt Yanchyshyn: So we talk about co-selling a little bit. We, Jay and I talk about this all the time. We gotta keep looping Jay in here, even though he is not even in town this week, but Reko, um, what does co-sell look like inside Elastic? [00:25:02] Matt Yanchyshyn: You’ve got, we talked about an incredible leadership team. I’ve gotten meet some of your leaders. Seems like you drive, you do a good job internally driving that. Let’s talk a little bit about it. [00:25:11] Rekha Thangellapalli: Yeah, and this is something I’m, I’m personally very passionate about. Um, co-sell is. Very much a journey, not a destination. [00:25:20] Rekha Thangellapalli: And I think step one for us is recognizing the different partner types that we have. Because at Elastic we work with, you know, OEMs, MSPs, resale distributors, GSIs, um, and they all bring something very unique. To the customer lifecycle and they all contribute very differently within, you know, our own sales cycle and sales process. [00:25:45] Rekha Thangellapalli: And so, you know, figuring out what is the unique benefit they bring, how do we enable them? So training and enablement is a huge piece of it, and so is making sure we’ve got the right metrics to measure success. Um, I know a lot of companies look at partner sourced as the north star, and that’s great, right? [00:26:06] Rekha Thangellapalli: Because that is undeniable. You can say, Hey, that would not exist if it wasn’t for my partner team. Um, but we’ve also noticed that when we bring in GSIs, it actually increases renewal rates. It significantly increases. Um, a RR over time. Um, it expands deal sizes and so these are very real metrics that we can point to, um, beyond just the co-sell and the partner sourced number. [00:26:32] Rekha Thangellapalli: Um, so for us it’s looking at it from a very holistic perspective, but also catering it towards that unique partner and making sure we’re doing everything we can to set them up for success and setting up the partnership for success. [00:26:47] Vince Menzione: So clo close win ratios, deal size and renewal rates? [00:26:52] Rekha Thangellapalli: Yes. For specifically for geos size. [00:26:54] Rekha Thangellapalli: Yeah. [00:26:55] Vince Menzione: Very interesting. Allison, uh, what had to change internally to produce these co-selling? We talked a little bit about the field organization and enabling a, a group of, and, you know, account sellers that are very customer focused and enabling them on the co-sell side. What had to change internally to drive that? [00:27:13] Vince Menzione: Yeah. [00:27:14] Allison McFadden: I, I might have already alluded to this a little bit in a previous answer, but, um, creating the capacity to develop, build, and sell these solutions, um, inside of a large GSI, where billable hours is kind of the number one metric on the table. Um. Is part of the investment that we had to make within Accenture to get this done? [00:27:36] Audience Member: Yeah, [00:27:36] Allison McFadden: so expert technology time. So we have technologists that understand the elastic technology. We do similar with Nvidia, by the way, we. We released some of their time to go co-develop the solution because it has to hold technical water, right? It can’t just be a marketing pitch. It can’t just be, it has to be a real, um, what’s the there, there. [00:27:59] Allison McFadden: So in order to actually do proper co-sell, we had to release some of that time. Um, to invest in those partnerships. Um, we’ve also done similar with some industry aligned business development leaders recently, so we have freed their time up to go. Uh. Open new conversations, educate client, account teams, go to clients, have conversations. [00:28:26] Allison McFadden: Um, so that, that’s a new motion that we, uh, have just kind of recently made, um, to allow them, I love this brain one, brain two also, right? So to allow them to focus on brain two, because a lot of our time. Typically spent delivery issues, you know, getting my hours, where am I charging my time? And so just freeing up a little of that capacity to do this work, um, helps get us in this brain two mode where we’re not just living to survive. [00:28:56] Vince Menzione: I. So, Matt, you’ve removed a lot. I mean, one of the things I admire, I admire AWS for being first to market and removing the most friction in marketplace of any of the vendors. Really, truly that. You talked about some of the announcements. How does some of, how does some of this tie PC central agents propensity sales plays, MCP, how does some of this tie to how, how you’re thinking about the future? [00:29:18] Vince Menzione: And how to enable more motions like this. [00:29:20] Matt Yanchyshyn: Yeah. Well, I, I think if you know my boss, UBA Borno, uh, you’ll know that she has a maniacal focus on automation. Yeah. Um, and, uh, co-sell is increasingly automated. You know, you were asking earlier about propensity data. You can get that propensity data in addition to sales plays and, uh, opportunity scores through the partner central agents. [00:29:38] Matt Yanchyshyn: So things that used to require multiple calls to A PDM, if you’re lucky to have one. Yeah. Or a p sm. Uh, you, you can now get through, through these agents, you know, uh, tech Systems, TGS, they, they manage what, over 5,500 customer opportunities with agents that they built on top of our partner Central APIs. [00:29:55] Matt Yanchyshyn: Um, and work Span has built a whole product and business that’s right on leveraging, uh, our APIs, our capabilities to sort of tie into your CRM. So, majority of all opportunities will be progressed and managed by agents. This year at AWS, we already have a majority of all customer opportunities, all app have a partner attached and I, I took a personal goal for a majority of those partner attachments, not to happen from a human. [00:30:22] Matt Yanchyshyn: But from our solution matching engine. And how do you get recommended by that solution? Matching engine, having a healthy ACE pipeline, thanks to partner central agents and the integrations you’re doing. And in addition to being the specializations and doing things like multi-product solutions and ultimately closing opportunities, you dream of LAR and so LAR will help that. [00:30:40] Allison McFadden: It’s more like a nightmare. [00:30:41] Vince Menzione: And so, you know, [00:30:42] Allison McFadden: it’s more like a nightmare, but [00:30:44] Vince Menzione: nightmare. Well, it’s, it’s, yeah. Nightmare of Laura and, and. Nice dreams of PRM, but the, um, but that’s the loop, right? I, I think, uh, increasingly co-sell for us, and in my mind, is largely a hundred percent automated. Yeah. Except for what matters most, those most largest, most strategic, most complex deals. [00:31:01] Vince Menzione: Where our highly paid and very skilled salespeople are most effectively used. [00:31:05] Vince Menzione: Yeah. [00:31:05] Vince Menzione: You know, the days of, you know, this person with 20 years experience selling, clicking, progressing opportunities through a pipeline, uh, should be over. Uh, and, and we need those people out, out selling and, and co-selling. And so that for me. [00:31:19] Vince Menzione: Yeah. That, you know, we talk a lot about co-sell, but I, I’m obsessed with automating as much of the co-sell as possible. [00:31:24] Vince Menzione: I remember going back to the ex Excel spreadsheets and, and that, that seems to be be Viva became spreadsheet jockeys. [00:31:31] Vince Menzione: Yeah. [00:31:32] Vince Menzione: And, and they stopped selling. They forgot how to sell. [00:31:34] Vince Menzione: Yeah. And people spend all this time doing lunch and learns and things like that. [00:31:36] Vince Menzione: And then, you know. Then the salespeople rotate out after 18 months and, and it, that’s, that’s the old days. Uh, you know, the new days are, are AI powered matching algorithms, uh, ag agentic co-sell, using the partner essential agents to get your data and, and putting that data to use automatically and, and what sounded like magic. [00:31:51] Vince Menzione: 12 months ago is being done, you know, by partners at massive scale across thousands of opportunities. You can do it today. And you know, I, there’s a guy named another Mike, right? Mike another Mike who they have, there’s like a guy who’s doing all this and I’m picking on Mike ’cause I, I know their system really well and I know the guy Mike grew easily built it for them. [00:32:08] Vince Menzione: Um, but, you know, I think, yeah, again, in the days of having 10 people sort of doing lunch and learn could be replaced by one or two people, building agents, uh, managing a massive pipeline. And, and that’s the future. [00:32:18] Vince Menzione: Exactly. James, your perspective on what breaks with co-selling? [00:32:22] James Kang: Oh, what breaks co-sell? Um, I would say. [00:32:25] James Kang: It, it starts and finishes with just misalignment and a loss of trust with the customer, especially when you have multiple partners or stakeholders involved. If you’re trying to do a three-way deal with a end customer and you’re not on the same page, you’re not gonna get to a successful outcome on, on the backend. [00:32:44] James Kang: Uh, the fix is a much more complicated story. I would say that to take a step back, um. We’ve talked about the five layer cake. We’ve talked about where NVIDIA kind of fits within the equation. We are invested in the ecosystem and so as different players and application organizations win and see these outcomes for end customers, we celebrate that success. [00:33:07] James Kang: Um, and as part of that kind of ethos of where NVIDIA fits within the ecosystem, we wanna make sure that not only. Our customers, but our partners like ISVs and GSIs are set up for success. Um, we do not as Nvidia sell hardware or GPUs directly to customers We use. Hyperscalers like AWS as kind of our force multiplier. [00:33:31] James Kang: And similarly we think of ISVs and GSIs as the force multipliers in terms of our extensions of how we, we kind of leverage the relationships and build the trust with our end customers. And so going back to kind of the question, Vince, I would say that it all comes back to trust and being able to build that mutual trust. [00:33:48] James Kang: Um, a lot of what we do when we co-sell with AWS is really on the software layer. Um, we actually have more software engineers at NVIDIA than we have hardware engineers, which is a weird thing to say, um, because everyone knows us for our GPUs. But because of that fact, we are heavily invested in Cuda and making sure that Cuda becomes the foundational layer for how not only our ISVs and GSIs, but also our end customers are building. [00:34:12] Vince Menzione: Very cool. So Reiki, you and James together on this production. Versus pilot with the Gentech ai. Tell us a little bit more about that. Where, where are you in the process? [00:34:24] Rekha Thangellapalli: Yeah. So I mean, in general, what we’re seeing out in the market in, in relation to sort of AI and, and customer’s journeys is that, um, at least from an elastic perspective, um, we’re seeing people very much in production when it comes to, you know, kind of AI assistant co-pilot use cases. [00:34:42] Rekha Thangellapalli: So, you know, things like, um, software development, customer support is a big one. Um, any sort of employee productivity use cases where there’s. Still a human in the loop somewhere. Um, and there’s a very like, clear path to value. And so we see the customers being in production excelling there. Um, no problem. [00:35:01] Rekha Thangellapalli: Where we’re seeing people still kind of in the pilot phase is those fully autonomous workflows where there is no human involved. The agent is reasoning on its own. Um, accessing multiple systems and taking an action on the user’s behalf. And what we’re seeing is that it’s not the intelligence of the agent that’s holding it back. [00:35:26] Rekha Thangellapalli: It’s more about giving the right context to the agent and having the right. Security kind of governance controls in place for the company to feel comfortable in putting these fully autonomous workflows into production. And that’s really the conversation we’re having is all right, what are the controls you need in place? [00:35:47] Rekha Thangellapalli: For you to release this to your business unit. Um, and what is the context that the agent is needed before we can comfortably let the agent make the decision on the user’s behalf? Um, James, I’d be interested to hear what you’re, what you’re seeing in the market [00:36:03] James Kang: plus one on all things context. I, I would even go so far as to say, um. [00:36:09] James Kang: H how many folks in the audience have heard of token maxing? Like this new term? [00:36:13] Rekha Thangellapalli: Yeah. Yeah. [00:36:14] James Kang: Um, I’ll, I’ll give a very specific example of, of Uber that went public. With the example of Claude, like they allowed all of their employees to use as many tokens as possible, and within the span of four months, they exhausted their full budget for the year, and so they had to pull back, and now there’s a cap on every employee. [00:36:33] James Kang: I think the number that’s circulating is $1,500 per month per employee, and so I think that is at least. In this multi-phase evolution of where we’re going to be and where we’re today, cost has become kind of the prohibitive force in terms of agentic AI at scale. Um, I think we are working on some very creative solutions in-house and Nvidia. [00:36:55] James Kang: Um. And we saw some really dynamic announcements this week when it comes to all things agent core, um, where we want to focus on very nimble ways for customers to be able to execute and go to market. And one extreme example of that is our investment within our open model strategy. So Nvidia, not only, again, providing GPUs, we actually offer our own op open models, which we call our Nitron models. [00:37:21] James Kang: And through our Nitron models, we are allowing customers to really develop and fine tune their own proprietary models in a cost effective manner. So right alongside the frontier models like OpenAI and Anthropic. It’s not a if then, it’s not an either or statement. It’s a, it’s a permutation, it’s an and So we’re giving you a cost effective alternative to not only bring your AgTech applications at scale by training on Nibo tron, which is open source, but then once you’ve kind of finished and fine tuned that specific training job to be able to. [00:37:53] James Kang: Go ahead and utilize your frontier models, whether it be OpenAI or Claude. And I know there’s other partners here that are providing those kind of different model capabilities. And so I think for us it’s, it’s a matter of choice. We know that this market is dynamic. It’s gonna be evolving over the next coming months as well as the next coming years. [00:38:10] James Kang: Uh, but we believe that we are positioned for a really unique dynamic expansion of AgTech use cases over the, at least the next three to six months. [00:38:20] Vince Menzione: Allison, for the partners in the room who are glazed over right now going, what do I, what do I do over the next 12 months? [00:38:26] Allison McFadden: Should I wake everybody up by saying, yeah, please. [00:38:27] Allison McFadden: Say go hurricanes. [00:38:28] Vince Menzione: Yes. [00:38:29] Allison McFadden: Is there anyone, anybody? Everyone’s like, boo. I get to leave the parade today to go home to parade. I live in Raleigh, so we’ve got our parade on Saturday. Nice. [00:38:39] Vince Menzione: Nice. [00:38:40] Allison McFadden: All right. Wake up. Um, all right. So for the $50 million partners in the room, um. $50 million is not small. You have something that works. [00:38:50] Allison McFadden: Right. This is great. What I would be thinking about is, you know, we’ve talked about focus before, but really doubling down on, you know, what is, what is your industry, what is your client like, ideal client that you serve. And build, um, almost that kind of community. You know, the, the clients we have move from firm to firm to firm. [00:39:17] Allison McFadden: And if you’ve done good work at one, you’re gonna follow ’em to the next. Um, so build that client demand in a specific place or specific client profile that is just like really knocking it out out of the park for you. Um. Scale with marketplace, right? So if you, I, I love some of the data that you were sharing in your talk earlier, um, because it’s like no overhead scaling mechanism. [00:39:45] Allison McFadden: I mean, it’s, it’s fantastic. Um, Accenture, other GSIs like us, we are investing in marketplace. So we’re investing in resources, um, to help us. Use marketplace more with our clients and we’re gonna capture, right, those storefronts. And if you’re present on marketplace, you’re gonna be able to catch, uh, yourself in that wheel. [00:40:09] Allison McFadden: So I think those are the, the kind of couple of things I would say is focus, focus, focus to drive that client demand and use scaling mechanisms like marketplace to really kind of, uh, accelerate. [00:40:24] Vince Menzione: Matt, anything to add there on the. [00:40:26] Vince Menzione: Well just, you know, Ja, James, you, I love the token maxing reference in Uber and it reminds me, you remember when cloud came out and everyone was like, oh, all these people are, are gonna use the cloud and costs are outta control and. [00:40:39] Vince Menzione: Um, a lot of people pulled back from the cloud and, and a lot of those companies no longer exist. And it’s similar with, with, uh, token maxing, like, oh, these agents are outta control. You have a choice. You can embrace them and figure it out and get governance and, and make your data available. Um, use the partner, central agent, move to agent to co-sell, or you can fade and die. [00:40:58] Vince Menzione: And, and that’s, that’s where we’re at. Uh, is, is the, the companies sitting here today embraced the cloud years ago and won. Uh, and and there’s a set of companies here today who are gonna embrace agents in the, for both buyers and sellers, and will win. And there are those who won’t and they won’t win. And so for me, it’s like we’re, we’re at a, we’re at a crossroads. [00:41:18] Vince Menzione: And, and if you’re gonna win, you gotta leap into that, you know? I love it. And, uh, and, and, and it’s, it means the cost of experimentation is so much lower now. Development and, and even business development or software development is, is agent enabled. And so you can take risks, you can experiment and, and you have to, it’s, it’s an existential moment. [00:41:37] Vince Menzione: Agreed. We’ve got a couple minutes left over for any questions. What do you think? Sure. Are there any here. I think there are a couple. Yeah, we’ve got, we’ve got a co-sell question I’m sure coming up here. [00:41:51] Audience Member: Um, I’m Cassandra, I’m the CEO of Partner Tap. And one of the questions I had was, I think, you know, the co-selling between the sellers is where things get. Really, really hard when you’re multi-partner. And so when I was listening, um, with, you know, the Accenture and Elastic together, you talked about how you had, you, you had to get these BD business development people. [00:42:22] Audience Member: Um, is this a new team that is over the client team? And how do these teams interact like with the elastic sellers? Are you doing a lot of coaching to the field and then with if AWS sellers are, are involved, like what is that whole picture? What does look like, [00:42:43] Allison McFadden: like [00:42:44] Audience Member: on the ground? I mean, that is the hardest part, I think, and that’s what we hear. [00:42:48] Allison McFadden: It’s so, it’s so, it’s so tough. Um, and I will, I’ll just say, so our business development leaders that we now have kind of. Expanded their capacity. They have always been, they have always been there. Um, but they have not been well resourced. They haven’t, they haven’t had very clear kind of job description. [00:43:12] Allison McFadden: I’m gonna say I, in the past they have been kind of focused on partner relationship. And so like more like an alliance manager and maybe working on some of the data. Right? So when I say I have nightmares about Lars, because we’re always trying to increase the LAR for Accenture and, and they were focused like in those detailed weeds of like trying to pass ACE and trying to call the PDM and all this stuff. [00:43:39] Allison McFadden: What we are doing is really pivoting them to be proper sales, business development focused on client outcomes and focused on. Technical skills to be able to describe what this solution is to the field. So, um, and because we need, I have many, many questions about, I gotta get agents to work with Eurogen co-sell so that that part somehow goes away. [00:44:05] Allison McFadden: So that’s a, that’s the thing we gotta solve still, but, um, so we’re pivoting them to be kind of driving. More of that co-sell enablement with the field, um, and taking that message to the field rather than being there, waiting for questions to come in from the field, waiting for like our field teams to discover, oh, I saw something that we’re doing with Elastic, like on a press release on LinkedIn. [00:44:30] Allison McFadden: Right. So we’re kind of trying to pivot them to be more proactive. [00:44:33] Vince Menzione: Very cool. [00:44:34] Rekha Thangellapalli: Yeah. And uh, Cassandra, that’s an excellent question because I think. Multi-party, you know, sort of tri-party offerings. The hardest part is operationalizing it at scale, right? Yeah. And so for this particular offering, we are basically having three routes to market. [00:44:51] Rekha Thangellapalli: So one is seeing how this offering fits into our existing elastic go to market. And so I am constantly enabling our field sellers to say, okay, within our three field sales place, here’s exactly where this fits in. Here are, you know, uh. Keywords that you hear in customer conversations where you bring up this offering and here’s a process of how it works. [00:45:14] Rekha Thangellapalli: Um, exactly At what sales stage do I bring in Accenture, how, you know, what are the roles and expectations? Right? So that’s on the elastic side. We’re doing the same thing on the Accenture side. So we’re doing a ton of training enablement and lunch and learns, and we’re also looking at how do we fit into. [00:45:31] Rekha Thangellapalli: Uh, Accenture’s AI transformation projects, we are the semantic layer, right, of their enterprise brain. And so it’s a whole different sales motion, um, and, you know, having the right assets, having the right process again to make sure that that goes smoothly. And then finally, we’re going directly to the customer. [00:45:49] Rekha Thangellapalli: So we are launching multiple external campaigns where, you know, if the customer raises their hand. We will, we will line up immediately. Right. Um, and so, [00:46:01] Allison McFadden: I mean, I can’t, I can’t, I can’t say how important that third leg of the stool is. ’cause the second part, she talked about getting into our catalog is the first thing. [00:46:09] Allison McFadden: ’cause my BU business development leaders have the catalog. Right. And that’s what they’re selling. So what Elastic has done has gotten into one of those offerings and then. If we have a customer that asks for it, that is the fastest way to alignment. That is like the number one thing that we respond to [00:46:26] Vince Menzione: customer at the center. [00:46:27] Vince Menzione: This is great. Well, I think we’re up to time. This was a great session. I want to thank you. This is what a great, what a great group. [00:46:34] Vince Menzione: Thanks for listening to the Ultimate Partner Podcast. If today’s conversation resonated, share it with a partner leader in your network. Subscribe where [00:46:43] Vince Menzione: you listen, and head over to the ultimate partner.com. [00:46:47] Vince Menzione: For show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live Event in Reston, Virginia, October 26th through October 28th. Until next time, keep showing up in the rooms that matter because being in the room changes everything [00:47:09] I.

Kara and Scott unpack the military's new testosterone screening program, Trump's election fraud obsession, and the growing food contamination outbreak. Then, they discuss OpenAI's first AI device, IBM's stock plunge, and New York's new restrictions on data centers. Watch this episode on the ⁠⁠Pivot YouTube channel⁠⁠.Follow us on Instagram and Threads at ⁠⁠@pivotpodcastofficial⁠⁠.Follow us on Bluesky at ⁠⁠@pivotpod.bsky.social⁠⁠Follow us on TikTok at ⁠⁠@pivotpodcast⁠⁠.Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tech stocks have dropped this week as earnings have given investors reason for concern. IBM left a lot to be desired and Netflix dragged on the market as well. We make sense of it all and give you the stocks on our radar.Travis Hoium, Lou Whiteman, and Emily Flippen discuss:- Tech Crashing- What We're Watching- Netflix Earnings- History of Tech- Gemini Delayed- Radar StocksCompanies discussed: TransDigm (TDG), Uber (UBER), Alphabet (GOOG, GOOGL), Micron (MU), Netflix (NFLX).Host: Travis HoiumGuests: Lou Whiteman, Emily FlippenEngineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

IBM stock plunged nearly 20% after disappointing earnings revealed weakness in its software and infrastructure businesses. Investors are now questioning the future of IBM's growth strategy and its position in the competitive AI and technology market.

#890: IBM shares crashed after its CEO warned of a performance shortfall, reigniting fears of a SaaSpocalypse. China is cracking down on romantic feelings for chatbots to encourage citizens to have more babies as its economy stumbles. There's whispers of OpenAI's first consumer product being a screenless speaker that can travel…room to room. Neal's Numbers is back with daylight savings passing the House, Wingstop can't stop, and the 30 minute World Cup final. Finally, a new AI dating app is unveiled. Get 10% off using MORNINGBREW10 at https://altrarunning.com/morningbrew Get tickets for our trivia tournament! https://caveat.nyc/events/the-morning-brew-trivia-tournament-2026-07-30  Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Though the latest inflation reports show price growth cooled a bit in June, U.S. inflation remains higher than its peer nations, which include the U.K., Canada, France, and Japan. President Trump's tariffs are partially to blame. But so is hefty capital expenditure by AI giants. Can anything counterbalance all that spending? After that: Kai explains the utility of Beige Book “soft” data, IBM posts mediocre earnings, farmers fret over fertilizer prices, and student borrowers weather five years of policy whiplash.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Why is inflation in the U.S. worse than other developed countries?IBM and other old-school tech companies feel the AI pinchFertilizer costs worry farmers as Iran conflict continuesStudent loan policy changes give borrowers whiplashFor these entrepreneurs, it's all in the details

BM gave its investors a heads up about the upcoming quarter, and the market didn't like what management had to say. The company's pre-released earnings were lower than analyst expectations, and its raising questions about the spending priorities for IBM's clients. Plus, the big banks all had blowout earnings reports, and it isn't just from cashing in on the SpaceX IPO.Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- IBM's no good, horrible, no good, very bad day.- Shifting spending habits from enterprise clients.- America's biggest banks reaping huge windfalls- Mailbag: How to buy Treasuries?- Mailbag: What to make of ToastCompanies discussed: IBM, MU, GS, BAC, JPM, WFC, C, TOSTHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss: why Apple vs. OpenAI could reshape Big Tech, IBM's surprising warning and what it says about the AI trade, whether we're living through an "anti-bubble," and the debut of a new high-yield ETF. They also break down the biggest takeaways from bank earnings, including JPMorgan's blockbuster quarter, Jamie Dimon's succession plans, and what AI is actually doing inside the banking industry. Plus, they discuss the launch of the Texas Stock Exchange, why competition is finally coming for QQQ, Josh makes the case for ServiceTitan, Michael brings another mystery chart, and much more. This episode is sponsored by Janus Henderson, Investing in a Brighter Future Together. Visit ⁠https://www.janushenderson.com/⁠ for more information. Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices