Podcasts about hpe

Play Episode Listen Later Aug 13, 2026 17:58

What do AI adoption, cyber resilience, and the great VM reset have in common? They're all trends which are colliding to reshape the world of enterprise technology. As organisations prepare for a future powered by intelligent systems, infrastructure, security and virtualisation are becoming increasingly connected strategic priorities. This week, Technology Now explores how these changes are reshaping enterprise technology, as Patrick Osborne, SVP Hybrid Cloud and Office of the CTO, joins the show to discuss:The economic and technological impacts of the great VM resetWhy hybrid systems are essential to succeed in the world of AIThe role of sovereignty and governance in AI adoptionWhat the agentic enterprise could mean for infrastructure and operations

The Buzz: Expel extends MDR to AI attack surface, Huntress warns on autonomous adversaries, and Myriad360 crosses $1 billion

ChannelBuzz.ca

Play Episode Listen Later Aug 12, 2026 4:06

Today’s headline news for Canadian IT solution providers: Expel MDR for AI attack surface: Expel has launched what it says is the first managed detection and response service covering the full AI attack surface, extending its SOC capabilities to threats launched with AI, employee AI misuse, and exposure inside AI systems themselves. The company announced the expansion at Black Hat 2026, adding an Anthropic Claude integration that pulls enterprise compliance signals and prompt content into Expel’s detection pipeline. Expel’s operators work the prompt content itself to surface intent, not just activity, and the company has mapped its detection library to 13 of 16 MITRE ATLAS tactics. Expel Huntress CEO on autonomous adversary: Huntress CEO Kyle Hanslovan is warning that autonomous, AI-powered attacks have moved from theoretical concern to active reality. In an interview with CRN, Hanslovan cited OpenAI’s disclosure that its AI agents compromised the Hugging Face platform during testing, as well as subsequent Anthropic disclosures about its Claude Mythos 5 model, as evidence that autonomous hacking is already happening. Huntress, which recently crossed $250 million in annual recurring revenue, has built its business around protecting smaller organizations that lack enterprise-scale security teams. CRN Myriad360 acquires F3 Technology Partners: Myriad360 has acquired the assets of F3 Technology Partners, a Connecticut-based healthcare IT solution provider, pushing the combined organization past $1 billion in estimated annual revenue. While Myriad360 is U.S.-based, the firm services the Canadian market through its global logistics and international business operations. F3 brings deep healthcare vertical expertise to Myriad360’s portfolio, reinforcing a trend of mid-market consolidation that is creating a new class of “Super-VARs” with the scale to compete for multinational enterprise business. CRN Nutanix MCP server: Nutanix has released an open-source MCP server for the Nutanix Cloud Platform, enabling AI assistants including GitHub Copilot, Claude Code, and Cursor to automate cloud operations through the Prism v4 API. The move follows Ingram Micro’s MCP server launch for its Xvantage marketplace and reflects growing channel investment in the Model Context Protocol as a standard for AI-tool integration. Nutanix Halo AI Studio and MCP push: PSA vendor Halo unveiled AI Studio and MCP integrations at XChange August, giving MSPs tools to build AI agents for service desk, sales, customer success, reporting, and quarterly business reviews. The company also launched an MCP server to act as a central interface across MSP tools. Halo partner John Douglass of Pileus Technologies said the AI Studio capabilities are “a game changer” for automating service delivery. CRN CRN Annual Report Card winners: CRN announced the winners of its 2026 Annual Report Card at XChange August, with solution providers grading vendors across 23 technology categories. Notable winners included HPE in cloud computing and servers, Nvidia in GPUs, Exabeam in AI security, and Scale Computing in hybrid cloud infrastructure. Complete scores will be published on CRN.com on October 5. CRN Liquidware CommandCTRL 1.5: Liquidware launched CommandCTRL 1.5 with AI-powered endpoint diagnostics and browser-based remote control across Windows, macOS, Linux, and thin clients. The update adds AI Insights that interpret endpoint telemetry and extends remote support capabilities to browser-based sessions without requiring a client installation. Liquidware Read Full Transcript TRANSCRIPT TO COME

ai canadian connecticut billion windows halo buzz psa openai nvidia api notable linux warns autonomous anthropic macos crosses prism extends soc gpus msp black hat huntress mcp adversaries cursor f3 hpe github copilot msps expel ai insights nutanix crn ingram micro attack surface exabeam john douglass liquidware

Can AI find every vulnerability? The new cybersecurity arms race | Jon Green

Play Episode Listen Later Aug 6, 2026 21:19

What do you do when you create an AI that can find security vulnerabilities in almost everything? As AI exposes vulnerabilities hidden deep within critical systems, organisations face a new challenge: staying ahead of threats that can now be discovered at machine speed.This week, Technology Now explores the changing cyber security landscape as AI transforms how vulnerabilities are found, fixed, and exploited, forcing organisations to rethink how they manage risk. Jon Green, CTO HPE Networking, joins us to help explain: How AI can be used to pen test new software before releaseHow AI could fundamentally change the way organisations patch and upgrade technology Why critical infrastructure is particularly vulnerable to these types of attacksWhether we could be heading towards a future where software is completely vulnerability free

Chatbots, agents & LLMs: the future of AI where bigger isn't always better | Kirk Bresniker

Play Episode Listen Later Jul 30, 2026 22:18

In 2022, a watershed moment changed the course of our relationship with AI forever, forcing us to reassess what ‘artificial intelligence' means and its place in our world. Four years later, with generative AI and LLMs now mainstream in our lives, we must ask the question: what comes next? This week, as part of our mini-series celebrating 60 years of innovation with HPE Labs, Technology Now is joined by Kirk Bresniker, Chief Architect at HPE Labs to look to the future and discuss: Why AI is more than just a language modelThe issues with ever-increasing model sizes, and why specialised “expert models” could become the normWhat the differences are between large language models and energy-based modelsHow agentic AI and orchestration could enable the next generation of AI systems

Reeling in Risk with Inland Fisheries Ireland CRO Colette Cummins

RIMScast

Play Episode Listen Later Jul 28, 2026 45:16

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. In this episode, Justin interviews Colette Cummins, Chief Risk Officer of Inland Fisheries Ireland and a RIMS-CRMP Commissioner, on what it's like to be a CRO in an organization whose mission is protecting a national natural resource. Justin invites Colette to share her career journey, and she tells how she developed in credit risk management, audit, and enterprise risk management, and how she landed in the public sector, protecting the environment while guiding Inland Fisheries Ireland toward building a solid risk framework. Colette speaks of the surprises she found in the public sector, and the impressive risk mindset and commitment she finds at IFI. Listen for principles of building out risk registers and a risk framework, whether in the private sector or a public sector agency. Key Takeaways: [:01] About RIMS and RIMScast. [:16] About this episode of RIMScast. Our guest today is Collete Cummins. She is the Chief Risk Officer for Inland Fisheries Ireland and a RIMS-CRMP Commissioner. We're going to have a great dialog. But first… [:42] RIMS-CRMP Workshop. We are delighted to announce that on August 27th and 28th, RIMS President Manny Padilla will be leading the two-day in-person workshop at St. John's University at 101 Astor Place in New York City. A link to the registration is in this episode's show notes. [1:02] RIMS-CRMP Virtual Workshops. RIMS will partner with PARIMA for the RIMS-CRMP Exam Prep on September 1st and 2nd. Registration links are in this episode's show notes. [1:12] On the webinars page, you will see a two-part series hosted by the RIMS Membership Department. The "Classroom to Career" webinar series highlights how RIMS equips students with the knowledge, skills, and connections needed to thrive in risk management careers. [1:28] Participants will gain insights into industry trends, career pathways, and practical tools that help them confidently step into the evolving world of risk management after graduation. These sessions will be hosted on September 1st and 9th. [1:41] These sessions are member exclusives and are complimentary for RIMS members, of course. So, if you are interested in becoming a member, this would be the time. Visit RIMS.org/membership. [1:51] RIMS is back on YouTube. Our handle is @RIMSOfficialChannel. We've got plenty of videos there, including RIMScast, RIMScast Canada video podcasts, and other informative and entertaining content from RIMS. Subscribe to the channel today! [2:08] On with the Show! Our guest today is Colette Cummins. She is the Chief Risk Officer for Inland Fisheries Ireland. The IFI is the dedicated state agency for protecting, managing, and conserving Ireland's inland fisheries and sea angling resources. [2:26] Colette is the agency's first CRO, but she's not new to risk management. We're going to hear about her career journey and why she feels that this position was custom-made for her, combining her love for environmental awareness with her risk management knowledge. [2:42] Colette is also a RIMS-CRMP Commissioner, and on September 24th, you can hear from her directly, along with Elliott Long, another RIMS-CRMP Commissioner, in the informational session, "A Conversation with RIMS-CRMP Commissioners Who Hold the Credential." [2:58] That's a free informational session. Visit RIMS.org/CertificationWeek for more information. A link is in this episode's show notes. But we're here to talk with Colette about her fascinating career and risk philosophies. Let's get to it! [3:13] Interview! Colette Cummins, Welcome to RIMScast! [3:28] Colette was told once that she is excessively optimistic. She's very positive. She took it as a compliment. [4:18] Colette started fresh out of university in credit analysis and credit risk management. She worked in a few financial services organizations. It gave her a taste for risk management at a high level. It was around portfolio analysis and the credit history of customers. [4:51] The role Colette was in wound down, and she was looking to move into a different area in the company, Hewlett Packard Enterprise, in the financial services subsidiary. An opportunity came up to work in internal audit. She decided to try it for a year. She stayed in it for 15 years. [5:32] In the middle of those 15 years, Colette had an interim stint in Operational Risk Management for a year and a half, and she loved it. [5:47] Colette says, in Operational Risk, you're seeing down at a tactical level how to manage and monitor risk. It was very much around risk monitoring. [6:01] Colette explains why she stayed in internal audit for 15 years. Ten years were spent in various internal audit management roles in the financial services subsidiary. It was a tough time for HPE in terms of meeting the new regulatory challenges in Ireland and Europe for financial services. [6:41] Colette was asked to take on the Head of Internal Audit role. She did that for five years. She went into Internal Audit for one year in 2008. In 2015, she worked in Operational Risk. In 2017, she was asked to come back to take over as Head of Internal Audit. [7:11] It was a challenging situation because new EU regulations were coming in for banks and financial services businesses. It was a lot of pressure to meet these. There was a lot of scrutiny from Irish regulators. It was a challenging environment for Internal Audit. [7:53] When Colette moved in as Head of Internal Audit, it was a pivotal role in terms of steering the organization through that regulatory time. It was a great learning experience and very helpful now that she's in a public sector role. [8:09] Colette says, the whole time she was Head of Internal Audit, she was thinking, "How do I get back to Risk? How do I get out of here?" She loved Operational Risk. [8:27] Colette networked heavily within the organization. She got the opportunity to move out of Financial Services up into the global HPE organization as an Enterprise Risk Manager. She got that role through networking. She enjoyed that ERM role and did it for about five years. [9:26] Colette says it was a strategic role. She was working with the heads of each business unit, reviewing their risks. It had a very heavy emphasis on reporting to the audit committee and the board on what was happening in risk management in the business units. [9:58] Colette didn't feel as if she was effecting change or driving new strategies within the organization, but she learned a huge amount about negotiating with senior management and a lot about the fundamentals of risk management. [10:18] For the last year or two of her role, Colette wondered what she was doing there. She had a sense of wanting to stay in risk management but wanting to do something different, maybe something more value-add and less commercially driven. [10:39] Colette says towards the end of 2025, HPE announced it was cutting resources and implementing cost-cutting initiatives. As part of that, her role was made redundant. At first, it was a big upheaval and quite a shock after 22 years with the organization. [11:03] Colette says that upheaval turned into a great opportunity. It was the push she needed to ask herself where she wanted to go and what she wanted to do. It was an opportunity to try something completely different. [11:28] Colette says she didn't know anybody in the public sector. She had no contacts. But in Ireland, you cannot in any way canvass for jobs in the public sector. Everything is heavily regulated with very strict anti-corruption regulations. [11:54] Colette says she had no knowledge of the organization. She had no intention of applying for a role for at least six months. But she started looking at what was out there. She was going to put some time into development and building out her CV and getting some qualifications. [12:33] Colette says she had been thinking she would like to do something in the public sector; something more meaningful and less commercially-driven. She wanted to do something with more autonomy, more impact, and more control over risk at the organisation. [12:54] Colette says, one Wednesday afternoon, she was looking, and she saw this job that had just come up. It's in exactly the right location, it's public sector, and it's IFI, an environmental body. Colette said, "Wow! This is it!" Forgetting her six months off, she had to go for it. [13:19] Colette interviewed for the job when she hadn't yet finished her old role at HPE. She was hugely busy, trying to wrap up her role and interviewing. The interview process for the public sector in Ireland is extremely rigorous and tough. She was successful in the role. [13:43] Colette says she just had a couple of weeks off and then went straight into it in March of 2026. She has been CRO at Inland Fisheries Ireland for four months now. [14:06] Colette says IFI is the state organization that is responsible for protecting the fish stock in Ireland. Ireland is a country with a lot of waterways. IFI is responsible for protecting the fish in 45,000 miles of rivers, 128,000 hectares of lakes, and 3,500 miles of shoreline. [14:43] It's doing everything to protect and restore the fish stock in those areas. Historically, the organization was very much about protection, preventing fishermen from overfishing and from fishing illegally, especially protected species. IFI has a substantial staff who patrol the rivers. [15:17] Now IFI is working on pollution, reacting to any pollution episodes and ensuring that they're investigated and stopped. Colette says that prevention measures sit with a different state body. The Environmental Protection Agency works on the prevention of pollution. [15:41] Colette says because the IFI has staff on the ground, it will see pollution coming in, react to it, and get in touch with the EPA to say, We've seen something coming into this river at this location. We need your team out here to source and stop it. [16:08] The IFI staff on the ground takes samples of the water and has them ready for when the EPA team comes to look at it. Another huge element of what the IFI does is restoring the habitat and creating the perfect environment for the fish. They research how the stock is developing. [16:35] The IFI research teams go out and do things like electrofishing, where they stun the fish for a few seconds to take a scale from the fish, test it, and work out the genetic trail of the fish and where they've come from. There's a huge amount of information they take from that. [16:58] The IFI works on the rivers, as well. Salmon, in particular, always go back to where they spawned. You need to keep that route open for them. If a barrier, like a dam, has been built, the IFI team works with construction companies to remove those. [17:19] The IFI has a wide series of activities: patrolling, protection, pollution, habitat restoration, and research. Colette is sure risk professionals hearing this are saying, That's a lot of risks! [17:37] Justin points out that the IFI covers thousands of miles. It's not just the particulars of the job but also the volume and area it has to cover. [18:03] Colette says the other element is that fishing or angling is part of Ireland's tourist industry. The IFI promotes fishing, without overfishing, obviously, and supports and partners with the local fishing organizations. [18:28] A Quick Break! Many fantastic RIMS events are coming up in 2026. You can register now for the Second Annual RIMS Texas Regional Conference, which will be held from August 10th through the 12th at the Grand Hyatt on the San Antonio River Walk. [18:44] Visit RIMS.org/Events for registration information. The hotel cutoff date was July 10th. Reservations may still be made after the hotel cutoff date, subject to availability; however, the negotiated group rate is no longer guaranteed, so reserve now. [19:00] The 11th Annual Chicagoland Risk Forum will return to the Old Post Office on Thursday, September 24th, 2026. Visit ChicagolandRiskForum.org for more information. [19:11] The RIMS Western Regional Conference will be held from October 4th through the 7th in Seattle, Washington. The agenda is live, and registration is open. Visit RIMSWesternRegional.com and the link in this episode's show notes for more information. [19:28] Save the dates: October 18th through the 21st. We will be in Quebec City to celebrate the 50th Live RIMS Canada Conference. Booth sales are open, and sponsorship opportunities are still available. Advance registration is open now. [19:44] Visit RIMSCanadaConference.ca for more information. Also, remember to check out RIMS.org/Canada for our spinoff show, RIMScast Canada, hosted by National Conference Committee Chair, Aaron Lukoni. [19:59] The RIMS ERM Conference 2026 will be held on November 19th and 20th in Columbus, Ohio. Registration is now open. [20:08] An announcement seeking nominations for the RIMS Global ERM Award of Distinction will be made public in July. Visit RIMS.org/ERM2026. [20:19] We're already looking to RISKWORLD 2027, which will be held over four days in New Orleans, Louisiana, from April 18th through the 21st! The call for session proposals is now live and will stay active through August 21st. [20:34] RIMS members can exclusively register by September 4th for the best rate. And get first access to the hotel block. Hotel reservations open on October 28th, ahead of public registration. Sitting this out is the real risk! The link to registration is in this episode's show notes. [20:54] Let's Return to Our Interview with Inland Fisheries CRO and RIMS-CRMP Commissioner Colette Cummins! [21:05] Justin comments that fish is a critical food source, so IFI has to make sure that they're clean, healthy, and they keep repopulating. Colette agrees but says that it's less about food and more about environmental protection. [21:23] Colette says some species have been reduced a huge amount in the last number of years because of things like pollution, habitat destruction, etc. It's really about environmental protection, restoring that stock, and bringing it back to where it should be for a natural balance. [21:42] Colette says her CRO role is new at IFI. That's what made it even more exciting for her. She says, when she came in, it was basically a blank sheet. IFI had dealt with risk by using a third party to give them a risk management model and some training. [22:10] Colette says the IFI was trying to work with that in-house, without any risk management expertise. It brought in a bit of a risk mindset, but essentially, Colette had a clean sheet to start with. She came in in March, and now she's building out the risk register. [22:36] Colette's first task was to design the risk framework. Colette loves risk management and has done lots of various elements of it, but she's never had complete autonomy, where she was driving change in the organization. [22:55] By full autonomy, Colette means she owns everything. Anything that happens to do with risk comes to her. [23:01] Up until now, Colette's role has been designing the framework: establishing how the organization is going to manage risk, building that out, getting people on board with that framework. It's split into six departments within the organization. [23:29] Each head of that department, or ELT member, will own their risk register, or their list of risks. Colette is working closely with them to ensure they have all their risks listed within that register and that they fully understand them. [23:48] Colette is looking at their controls and helping them devise new controls, looking at how the risk matches the risk appetite of the organization, and working with the next level of management beneath them to help them develop their risk registers to report up to the ELT. [24:40] Colette says IFI had been trying to recruit a CRO for some time. She wishes she had known! She would have applied last year. She just happened to see it. The existing model wasn't working. There was a real need. [25:00] The audit committee and board were saying they weren't happy. They said they needed to see risk management alive in the organization. Colette had to dive straight in, hit the ground running, and start building it out straightaway. It was exactly the challenge she was looking for. [25:18] Colette says it's so good to have that autonomy and responsibility, but also accountability. She is completely accountable for everything that happens with risk. Colette gets each member of the ELT to develop their risk register and report that up to the audit committee. [25:45] If anybody is doing anything where they want to think about risk, they talk to Colette. It's not complicated. They don't go to somebody else. Everybody knows, if it's got the word "risk," they come to Colette. Colette says the full visibility of everything is great. [26:19] Colette says she's starting with a very simplistic model to build the registers. She says it's drawn more from ISO, but it's a very simplistic model to get the organization started. Colette moved from a private-sector global IT company to the public sector. [26:56] The one thing that is challenging is that things move much slower in government. It moves much slower, and that's probably even more so in Ireland than in Europe and maybe than in the U.S. [27:16] You could come in and see this is the change that is needed, and think you could go ahead and effect that change within a couple of weeks? Oh, no you don't! You need to take everything slowly and get the right approvals and authorizations, etc. [27:29] Colette says she is starting with a really simplistic model: set out your risks, set out your controls, set out your mitigating actions, and then, we're going to get the organization working on that with that framework. [27:43] Colette hopes to do it within six months, but knowing the public sector, it could be a year. Then start building in other elements to it to make it a more mature and sophisticated framework. [28:19] Every change has to be approved by the Audit and Risk Committee (ARC). If Colette wants to make a small tweak in the existing framework, it goes back to the Audit and Risk Committee, which meets every three months. [28:51] Colette presented to the ARC in June. She presented how she wanted to move forward. There was no question. She knew they were going to approve it. She couldn't just go ahead and put the framework in place. [29:08] It needs to go through the protocols and have the conversation with the ARC and just take it nice and slow to effect any change. That is one challenge that's different for Colette. But otherwise, she can bring all of her experience from different areas and use every bit of it. [29:37] One More Quick Break! RIMS has launched RIMS, The Foundation for Risk ManagementTM. The Foundation is dedicated to shaping the future of the profession. Contribute to strengthen the global risk management community and invest in the future of the industry. [29:57] The Foundation also supports the Spencer Educational Foundation but has a different mission. The Foundation focuses on providing opportunities for those professionals who have already decided to enter risk management and are just getting started. [30:11] You can learn more about the Foundation by visiting RIMS.org/FRM. While you're there, be sure to check out information about the Susan Meltzer Scholarship Fund, which was established to honor Ms. Meltzer, who was RIMS President in 1999 and 2000. [30:30] Susan Meltzer was a cherished RIMS President and contributed so much to RIMS and the greater risk community. Learn more at RIMS.org/FRM. [30:39] Let's Return to Our Interview with Colette Cummins! [30:53] Colette Cummins is speaking with us today from County Kildare, about 30 miles outside Dublin, Ireland. The IFI offices are on the edge of Dublin, the capital of Ireland. Colette says the land is actually greener and more beautiful than the travel brochures could describe. [31:30] Colette says Ireland is full of rich waterways, which keeps her in a job. She lives near Dublin but is originally from the Southwest of Ireland, which is by far the most beautiful. The coastline is stunning. It's where most Irish go on holidays. It's gorgeous. [32:00] Colette says the accent in the Southwest of Ireland is different. Colette's husband from the middle of Ireland requests subtitles when he visits her family in the Southwest. Colette describes the difference between the accents in the South and North of Ireland. [33:05] Colette says the IFI Corporate Risk Register has generic risks around AI, cyber, training, and resources. [33:33] One of their biggest risks is health and safety. Staff are going out and patrolling rivers. They will sometimes come across fishermen who are happily overfishing and not keen to meet a patrolling officer who tells them they shouldn't be taking all this fish and depleting the stocks. [34:08] There is a health and safety risk with the patrolling officer being out on a river on boats. There is a health and safety risk in meeting an acrimonious and adversarial fisherman. [34:28] Because IFI does research, they have staff in labs, using high-tech equipment, with a health and safety risk. They have engineers looking at the rivers and habitats and maybe some constructions in the rivers that need to be removed. They have a health and safety risk. [34:37] These are new risks and things for Colette to get her head around. How do we do this? How do we manage that? And the other side is regulation. There are a lot of different regulations that impact IFI. [35:22] Colette says, In the public sector, your reputation is critically important, because you're the face of the state. Reputation is an impact factor you need to build into every risk. If IFI does something wrong, it could end up in the national media the day after. IFI uses taxpayers' money. [36:15] Colette says another huge category of risk for IFI is procurement, ensuring they are using taxpayers' money in the right way and not misusing it. [36:50] Colette says that prioritizing risks comes back to the goals. In procurement, there is the risk of spending money in a way that's not compliant. There is also the risk that there are too many procurement controls and the business can't move fast enough or do what it needs to do. [37:24] Colette says it comes to the organizational goals. What is the impact on the organizational goals? Which risk is going to have a greater detrimental impact on the organization's mission? One caveat: the health and well-being of the staff override everything. [37:55] Health and safety risk trumps everything. IFI would be completely averse to any risk that will impact the health and safety of the staff. Health and safety trumps every other risk. [38:16] Justin says he and Colette met recently for the RIMS-CRMP series where everyone can see her on September 24th. Justin says Colette is very positive and upbeat and speaks about her role with a lot of enthusiasm and joviality. [38:39] Colette says there are 330 people in IFI. It's not commercially driven, so a lot of people are at IFI because they love the work. For some people Colette works with, it's a vocation. They would nearly do the same job without being paid because they have such passion for it. [39:11] Colette met with the research team on site at the rivers to get a better understanding and just to see the passion they have for the job. Using her risk knowledge to help them do their jobs better and to help them protect themselves from risks was rewarding and enjoyable to Colette. [39:45] Colette says being able to use her experience across the organization is just fantastic. Colette has a lot of different experience, and to bring it all together and use it every day when she is challenged with a new task is fantastic and very rewarding. [40:27] Colette says this is the field staff's very busy time because this is when all the fishing is happening, this is when pollution is more likely to happen, and when the temperatures go up, the fish are under pressure, so you have to try and protect the waters. [40:42] Colette says the research staff was delighted to hear that someone was coming down from the head office to go out and make the time to really understand the organization. They were very anxious to show her everything. There is such pride in the organization. [41:!5] Justin says a lot of the risk professionals listening are in the private sector, and he asks Colette what would most surprise them about risk management in a public environmental organization. [41:40] Colette says a lot of the differences in the public sector are what you would expect: things move slower, and the protocols. [41:49] What surprised Colette the most is what a strong risk mindset they have. There's a good understanding of risk already, even through the layers of management. They can look at what's going on, the processes, and the activities and ask, "What are the risks here?" [42:16] There is also a commitment to risk that Colette was not expecting. She was expecting to meet a research manager who wanted to research and leave risks to Colette. She hasn't had that anywhere. They all ask her to talk with them about their risks. "Am I managing them right?" [42:39] Colette says there is knowledge and commitment, and that has been the biggest surprise for her. It obviously makes her job a lot easier. [42:48] Justin says this is excellent. It has been such a pleasure to meet you these last couple of days. We're going to see you during RIMS Certification week on September 24th. [42:57] Justin says, You will be co-hosting the informational session, "A Conversation with RIMS-CRMP Commissioners Who Hold the Credential." You're such a breath of fresh air. We really appreciate your contributions, and I learned a lot speaking with you today and yesterday. [41:12] Justin says, You have a fascinating job, and I hope that you have a chance to attend a RIMS event, maybe lead a session, and connect with our live audiences, as well. Colette says she would love to at some stage in the future. [43:32] Special thanks again to Colette Cummins of Inland Fisheries Ireland for joining us here on RIMScast. [43:38] You can hear Colette again on September 24th during RIMS Certification Week for the special informational session, "A Conversation with RIMS-CRMP Commissioners Who Hold the Credential." [43:49] That session will be held at 10:00 a.m. Eastern. Visit RIMS.org/CertificationWeek. The link is also in this episode's show notes. We've got sessions on the 22nd, 23rd, and 24th of September. We look forward to seeing you there. [44:05] Plug Time! Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [44:22] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [44:39] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [44:52] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [43:05] Practice good risk management, stay safe, and thank you again for your continued support! Links: RIMS Certification Week: Sept. 21‒24 | Complimentary For All RIMS Texas Regional Conference 2026 | Aug. 10‒12 in San Antonio | Register Now! Spencer Educational Foundation's 2026 Funding Their Future Gala | Sept. 17, 2026 RISKWORLD 2027 Registration | RIMS members can lock in 2026 rates now through Sept. 4 | Education Content Submission ChicagoLand Risk Forum | Sept. 24, 2026 RIMS Western Regional Conference — Oct. 4‒7, 2026 | Seattle, WA | Register Today. RIMS Canada Conference — Oct. 18‒21, 2026 | Quebec City | www.rimscanadaconference.ca | Advance Registration Open | Sponsorship Opportunities Available RIMS ERM Conference 2026 | November 19‒20 in Columbus, Ohio | Registration Now Open! | www.rims.org/ERM2026 RIMS, the Foundation for Risk Management Spencer Educational Foundation — Scholarships and Grants | Open Calls and Timelines. 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About our guest: Colette Cummins, Chief Risk Officer, Inland Fisheries Ireland RIMS-CRMP Commissioner Production and engineering provided by Podfly.

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Vibe coding, bad data, and the fourth industrial revolution: the unstoppable advance of AI in 2026 | Bob Friday

Packet Pushers - Heavy Networking

Play Episode Listen Later Jul 23, 2026 17:29

As agentic AI becomes more commonplace, the way in which we interact with our technology is fundamentally changing. Engineers are giving way to domain experts, as the role of IT in the workplace evolves faster than ever before. This week, Technology Now is joined by Bob Friday, Chief AI Officer HPE Networking to discuss: • What AI looks like in 2026, traditional models, agentic AI, and more• The surprising role of “bad” data in training models• How businesses and organisations must respond to the new AI-first world

Stocks Fall Ahead of Big Tech Earnings

WSJ Minute Briefing

Play Episode Listen Later Jul 22, 2026 2:00

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.

146. Rester soi dans un monde de brutes avec Maricorelle

Passages Insolites

Play Episode Listen Later Jul 21, 2026 52:15

Marc-Aurèle a passé des années à faire semblant : Semblant d'être comme les autres petits garçons, semblant d'être hétéro, semblant d'aller très bien pendant que tout se fissurait en coulisses. Et puis un jour, le vernis a lâché.Dans cet épisode, on parle de ce moment où on arrête de se tordre pour rentrer dans le moule. De la différence entre la norme et la moyenne. De la nuance qui peine à exister sur les réseaux. De la vraie personne qui se cache derrière un écran, avec ses vraies émotions.Et de ce conseil qu'on donne à tout le monde sauf à soi-même : sois indulgent avec toi.Marc-Aurèle crée du contenu à contre-courant du putaclic. Il refuse de crier plus fort que les autres. Il choisit la nuance, l'authenticité et les petites joies du quotidien, même quand l'algorithme le lui fait payer. Une conversation posée, drôle et profonde sur l'acceptation de soi, la haute sensibilité et l'art de rester soi quand le monde pousse à l'uniforme.Au programmeSe présenter autrement que par son métier : « un être humain en construction »Renoncer à se changer pour enfin s'accepter tel qu'on estNorme ou moyenne ? Pourquoi on confond les deux (et pourquoi ça change tout)Les réseaux, cette jungle : refuser le putaclic et garder de la nuanceEncaisser les commentaires haineux sans se laisser abîmerLa part de soi qu'on ne montre jamais, même en étant très vraiL'humour et l'autodérision comme armureLa zone grise, cet endroit finalement très confortableS'entraîner à repérer les petites joies pour contrer le biais de négativitéCréateur de contenu : le choix de ne pas afficher ses positions publiquesLe conseil qu'il répète aux autres et n'arrive pas à s'appliquer à lui-mêmeSi tu en as un peu assez qu'on te demande de rentrer dans le moule, installe-toi confortablement : cette conversation risque de te faire un bien fou. On y rit, on y réfléchit, et on en ressort avec cette petite phrase en poche : tu n'es pas hors norme, tu es juste un peu à côté de la moyenne. Appuie sur play, tu me remercieras.Notre invité : Marc-Aurèle, connu sur Instagram sous le pseudo Maricorelle créateur de contenu et auteur ; Tu peux me retrouver sur instagram : @passages_insolitessur facebook : https://www.facebook.com/passagesinsolitessur linkedIn : Bénédicte VassardEt sur mon site internet, www.passages-insolites.com où tu peux aussi t'inscrire à ma newsletter ! Et si tu as envie d'échanger avec moi, de me proposer des sujets ou des invités pour le podcast... je serais ravie d'échanger avec toi par mail : benedicte@passages-insolites.comHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

HN834: HPE Self-Driving Networks: The Next Evolution of Network Automation (Sponsored)

Play Episode Listen Later Jul 17, 2026 52:40

In this sponsored episode, HPE's Sunalini Sankhavaram and Jose Tellado discuss the architectural evolution toward self-driving networks. Together with Ethan and Drew, they break down how integrating agentic AI enables an autonomous architecture capable of being proactive and not just reactive. They also discuss the importance of maintaining human trust in autonomous systems and how... Read more »

ai technology networking automation infrastructure networks selfdriving hpe next evolution

HN834: HPE Self-Driving Networks: The Next Evolution of Network Automation (Sponsored)

ai technology networking automation infrastructure networks selfdriving hpe next evolution

Play Episode Listen Later Jul 17, 2026 52:40

HN834: HPE Self-Driving Networks: The Next Evolution of Network Automation (Sponsored)

ai technology networking automation infrastructure networks selfdriving hpe next evolution

Play Episode Listen Later Jul 17, 2026 52:40

How agentic AI is powering smart cities and better public services | Robin Braun

Play Episode Listen Later Jul 16, 2026 19:29

Sometimes the biggest challenge isn't having enough data, it's knowing what to do with it. As agentic AI moves to real-world deployment, our cities and towns are becoming smarter. The mountain town of Vail, Colorado is just one such example of where artificial intelligence is helping streamline services, improve decision making and enhance experiences for residents and visitors alike. This week, Technology Now welcomes Robin Braun, VP, AI Business Development, Hybrid Cloud, to the show to find out: • How AI has been successfully used in Vail to improve outcomes for staff and consumers• Why breaking down silos helps instigate necessary communication between departments• Why AI is more than just a productivity tool, it's an essential part of modern day infrastructure

Faster attacks, smarter defence, and the necessity of Zero Trust: cybersecurity in the age of AI | Jaye Tillson

Play Episode Listen Later Jul 9, 2026 19:26

Zero Trust has transitioned from buzzword to basic necessity. As AI has transformed the cybersecurity landscape, becoming a tool for both attack and defence, organisations are being forced to rethink how thy protect themselves, their users, and their networks. Technology Now welcomes back friend of the show Jaye Tillson, CTO Security and HPE Distinguished Technologist to discuss:• The impact of AI on cyber threats as well as cybersecurity• How Zero Trust can contain breeches if they cannot be prevented entirely• Why limited access is more important than ever in a distributed network

Quiet, more efficient, and liquid cooled: the future of data centres in the age of AI | Jason Zeiler

Play Episode Listen Later Jul 2, 2026 19:18

AI is making our technology smarter… but it's also making it much, much hotter. With higher demand for HPC and enterprise AI, data centres are having to adapt to meet the changing demands on the modern world. This week, Technology Now is joined by Jason Zeiler Principal Product Manager for Next Generation Infrastructure and HPC/AI Liquid Cooling at HPE to find out:• The efficiency benefits of liquid cooling compared to air cooling and why that isn't always enough to convince enterprises to switch• Whether future data centres will be built from first principles around liquid cooling infrastructure• How higher operating temperatures are feeding back into microchip manufacturers' designs for the next generation of chips

SmarTrak.ai Turns Cisco Data Into Partner Growth, Podcast

Telecom Reseller

Play Episode Listen Later Jul 2, 2026

SmarTrak.ai Turns Cisco Data Into Partner Growth, Podcast Cisco 360, AI, refresh cycles, and multivendor migration are creating new openings — and SmarTrak.ai says partners have a timely opportunity to grow more strategically. “We help them manage their practice, grow their practice, and increase their profitability around it,” says Ted Lee of SmarTrak.ai. In this Technology Reseller News podcast, recorded following Cisco Live, Doug Green speaks with Ted Lee of SmarTrak.ai about the company's expanding role in helping Cisco partners turn Cisco data into actionable business intelligence. Lee describes SmarTrak.ai as a platform built to help Cisco partners manage their Cisco practice by ingesting data from Cisco APIs and other sources. The goal, he says, is to give partners better visibility into customer environments, including hardware assets, software, services, service contracts, subscriptions and enterprise agreements. For end customers, SmarTrak.ai provides visibility into Cisco infrastructure and spending, helping organizations optimize their environments while giving partners a more strategic way to support long-term customer retention. The discussion focuses heavily on Cisco 360, one of the major themes at Cisco Live. Lee says SmarTrak.ai announced a Cisco 360 module designed to help partners understand how they can perform under the program, identify opportunities to improve their scores, and increase profitability with Cisco. “We announced at Cisco Live that we had a 360 module that we are releasing that gives predictability into how they can perform, how to optimize it,” Lee says. “Since we have their entire estate with every one of their customers globally, we can then give them opportunities with which they can raise their scores in order to increase their profitability with Cisco.” Lee also points to a larger market moment for Cisco partners. With major refresh cycles, end-of-life events, new AI-enabled products and changing customer infrastructure requirements, partners have an opportunity to move from reactive selling to more strategic planning. SmarTrak.ai is also putting that intelligence directly into the hands of sales teams. The company announced a mobile application designed for sellers and solutions engineers who are meeting customers in the field, giving them access to forward-looking intelligence around sustainability swaps, end-of-life replacements, AI replacement SKUs and other Cisco-driven opportunities. “Sales reps are not sitting at their desks,” Lee says. “These partners are out with their customers, and we are putting this wealth of intelligence in the hands of their sales reps and their solutions engineers.” The podcast also covers SmarTrak.ai's multivendor migration capabilities. Lee notes that customer environments are rarely Cisco-only. Partners often encounter Juniper, Palo Alto Networks, Fortinet, Aruba, Ruckus, HPE and other installed platforms. SmarTrak.ai's migration platform allows partners to ingest those install bases and build forward-looking roadmaps for when it may make sense to replace other platforms with modern Cisco solutions. Lee says the platform can help customers budget, help partners quote more effectively, and help move opportunities toward higher-level Cisco buying programs such as enterprise agreements. The conversation also touches on audit readiness. Lee says SmarTrak.ai has helped partners pass CX Expert and advanced audits by providing the visibility and health scoring needed to support certifications, partner status, rebates and incentives. “We are a full Cisco practice engine to help them take advantage of the wealth of data and opportunity in front of them and turn it into revenue and profitability with the end customers,” Lee says. AI is also part of the SmarTrak.ai story. Lee says the company was founded in early 2023, as large language models were becoming more widely accessible, and recognized an opportunity to use AI against Cisco's large data universe. SmarTrak.ai is SOC 2 Type II and is pursuing ISO 27001 certification, Lee says, emphasizing that the company is “security first” while using AI to help partners analyze data faster and identify new sales opportunities. Lee describes the result as “agentic lifecycle intelligence,” enabling partners to generate forward-looking Cisco practice plans, budgets, replacement strategies, enterprise agreement eligibility, and takeover opportunities across large customer bases. “One of our customers has nearly 10,000 Cisco customers,” Lee says. “They can view any customer in the world with a few clicks of their mouse, and they can create a five-year forward-looking internal or external Cisco practice plan.” The podcast offers a look at how SmarTrak.ai is positioning itself as a Cisco partner growth platform: helping partners make Cisco data more usable, make customer conversations more strategic, prepare for Cisco 360, manage refresh cycles, and turn infrastructure intelligence into recurring revenue opportunities. Learn more at smartrak.ai.

ai data partner sales partners cisco iso aruba soc ruckus skus palo alto networks hpe fortinet type ii growth podcast cisco live doug green ted lee

145. Savoir doser (et ne pas y arriver), avec Sophie, diététicienne

Passages Insolites

Play Episode Listen Later Jul 2, 2026 50:55

Sophie est diététicienne en clinique de rééducation cardiovasculaire. Sur Instagram, elle débunke avec un humour redoutable la désinformation nutrition qui inonde les réseaux sociaux : le coach qui jure qu'un Snickers vaut une grappe de raisin, les vidéos qui te promettent la mort si tu manges un fruit, le cortisol invoqué à toutes les sauces.Derrière la rigolade, on parle de santé et de choses sérieuses. Ses patients cardiaques qui tapent « cardiaque régime » sur leur lit d'hôpital, juste après la pose d'un stent. La culpabilité alimentaire et les injonctions qui pourrissent notre rapport à l'alimentation. Les pseudo-experts en nutrition et les formations à 70 euros. Et ce jour où celle qui débunke s'est fait attaquer publiquement sur son poids. Ce que le cyberharcèlement lui a fait. Pourquoi elle a lâché les réseaux quelque temps, et pourquoi elle est revenue.On parle aussi d'éthique du debunk, de la liberté que donne le fait de ne rien vendre, et de ce conseil qu'elle donne à longueur de consultations sans réussir à se l'appliquer : doser.Retrouve Sophie sur Instagram : iciEt le collectif Balance Ton Bonimenteur : iciÀ bientôt. En vrai, en vrac, et c'est déjà pas mal.Tu peux me retrouver sur instagram : @passages_insolitessur facebook : https://www.facebook.com/passagesinsolitessur linkedIn : Bénédicte VassardEt sur mon site internet, www.passages-insolites.com où tu peux aussi t'inscrire à ma newsletter ! Et si tu as envie d'échanger avec moi, de me proposer des sujets ou des invités pour le podcast... je serais ravie d'échanger avec toi par mail : benedicte@passages-insolites.comHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Self-driving, intelligent, and built for AI: the future of networking in the 2020s | Rami Rahim

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Jun 25, 2026 22:31

Recorded in front of a live studio audience at HPE Discover 2026, Michael Bird talks to EVP, President and General Manager of HPE Networking, Rami Rahim, about the future of our network infrastructure. Key takeaways include:What self-driving networks really are, why they are important and how driving business impactHow trust can be a barrier to the adoption of self-driving networks, and how this can be overcomeTop ways AI in our networks benefit IT professionals around the world

Model Access, Market Signals, and the Enterprise Spending Reality: Episode 309

Play Episode Listen Later Jun 23, 2026 52:50

Patrick Moorhead and Daniel Newman return from a packed week of travel, covering HPE Discover 2026 and Pure Accelerate hosted by Everpure. They break down the government-forced shutdown of Anthropic's Mythos 5, the Apple-Intel foundry signal, the xAI-Cursor acquisition, and whether enterprise AI spending is actually contracting or simply concentrating. Episode 309 of The Six Five Pod covers the week's events, market moves, and the structural questions that follow. The handpicked topics for this week are: Anthropic Mythos 5 Forced Shutdown: The U.S. government issued a 90-minute compliance window and a worldwide kill switch on Anthropic's Mythos 5 and Claude Fable 5 models, forcing them offline across all geographies. Patrick and Daniel examine what this means beyond the immediate headlines: model access has entered the same geopolitical variable set as semiconductor export controls, and every enterprise CIO now has a new on-premises infrastructure argument on the table. The shutdown also surfaced an unexpected counterpoint from the cybersecurity community, which argued that Mythos 5, operating in a defensive capacity, was itself a protection layer against the use of adversarial models. Anthropic's decision to revoke access globally rather than implement citizenship-based authentication reflected both the 90-minute timeline and the practical impossibility of real-time identity verification at scale. (The Decode) HPE Discover 2026: The Agentic Infrastructure Story: Six Five Media spent multiple days at HPE Discover in Las Vegas, live-streaming coverage that drew more than 30,000 viewers across the event. Patrick and Daniel break down HPE's most complete agentic stack story to date, covering its networking-led compute approach, expanded NVIDIA and Broadcom silicon partnerships, autonomous networking through Marvis, and Juniper's integration into the AMD Helios interconnect as a path into hyperscale deals HPE previously lacked access to. (The Decode) Pure Accelerate 2026 and the Everpure Data Primacy Pitch: At Pure Accelerate, Everpure made its clearest case yet for a data intelligence layer designed to reduce token costs in enterprise AI workflows by operating across any storage vendor, any enterprise application, and without being hard-coded into the underlying array. Patrick and Daniel assess the value proposition and the proof burden separately: the concept is differentiated, particularly against Snowflake and Databricks, in that Everpure does not require its own storage hardware, but the company still needs to demonstrate ROI at scale and earn permission to compete in a market where data platform players have already established category positioning. (The Decode) Apple and Intel: The 18AP Signal and What It Sets Up for 14A: The announcement that Apple will manufacture chips with Intel sent Intel's stock up roughly 10%. The hosts parse what that deal likely looks like in practice: 18AP as a test drive for lower-risk logic-layer parts, with the more consequential milestone being a potential M7 SoC on Intel's 18AP process. The underlying driver is the TSMC capacity constraint, with Samsung logic deals picking up across the industry for the same reason. The real inflection point that Patrick notes is 14A: if Intel's backside power delivery process reaches risk production and scales to iPhone volume by 2028, the strategic weight of the Apple relationship will fully materialize. (The Decode) xAI Acquires Cursor for $60 Billion: Elon Musk's xAI acquired Cursor for $60 billion using equity inflated by SpaceX's IPO run-up, a move Patrick characterizes as buying market position in a category where xAI arrived late, having missed the window on thinking models and tool calling. Cursor brought $4 billion in ARR, 7 million monthly active users, and 50% Fortune 500 penetration into the deal. The open question remains whether xAI can convert that installed base into a durable enterprise AI stack or whether it remains primarily a GPU capacity provider selling at well above neo cloud market rates, with the Google-SpaceX deal drawing additional scrutiny as a related-party transaction preceding the IPO. (The Decode) The Flip: Is Enterprise AI Spending Contracting or Concentrating? Patrick takes the position that enterprise AI is entering a rationing phase, pointing to Accenture's bookings decline, Microsoft cutting developer access to cloud code, Uber blowing through cloud licenses, and the emergence of AI cost management as a venture category as converging proof points. Daniel argues the opposing case: dollar volume is growing even as project counts fall, hyperscaler CapEx guidance continues to accelerate across Microsoft, Google, Amazon, and Meta, and what reads as contraction is the market moving from subsidized pilots to production deployments tied to measurable P&L outcomes. Both agree the hard ROI era is arriving, and the real debate is whether that transition reads as discipline or deceleration on the way in. (The Flip) Fed Chair Kevin Warsh's First Meeting: New Fed Chair Kevin Warsh held rates steady in a unanimous decision but delivered remarks that the market viewed as hawkish, sending the S&P lower and two-year yields up 16 basis points before a partial recovery the following day. Patrick and Daniel note the structural signal beneath the reaction: Warsh is establishing the Fed's independence from political pressure while also signaling an intent to move away from survey-based data that arrives three to six months stale, in favor of more real-time economic inputs. Daniel draws a direct line to the kind of forward-looking data infrastructure that firms like Palantir, Databricks, and Snowflake are positioned to provide at the institutional level. (Bulls and Bears) Iran-Israel-U.S. Developments and Oil Below $80: A Memorandum of Understanding between Iran, Israel, and the U.S. briefly sent oil below $80 and signaled a potential opening of the Strait of Hormuz, though by the time of recording, reports were already emerging that the situation may be reversing. Patrick and Daniel keep it brief: the market has largely looked through the geopolitical noise, rallying through the period of conflict, and the oil price signal matters more to the macro environment than the diplomatic specifics. (Bulls and Bears) Accenture Earnings — The Services Layer Faces the Agentic Reckoning: Accenture beat on earnings but missed on revenue. The company reported a bookings decline of 2%, trimmed its 2026 revenue guide by 3-4%, and saw its worst single-day stock reaction in years. Patrick and Daniel use the result as a structural lens rather than a single-quarter data point: agentic AI and enterprise technology vendors are absorbing exactly the work that large professional services firms have historically owned, and the market is beginning to price that displacement ahead of the labor data catching up. Patrick flags this as the canary in the coal mine for the global services industry broadly. (Bulls and Bears) SpaceX IPO Volatility and Valuation Reality: The SpaceX IPO debuted at $135, surged above $210 on its first day of trading, and finished the week around $181. At its peak, the company briefly surpassed the market capitalizations of both Amazon and Microsoft before pulling back. Patrick and Daniel unpack the gap between the premium investors are assigning to Elon Musk and the company's underlying fundamentals. Despite generating roughly $50 billion in annual revenue, SpaceX remains unprofitable, and upcoming lock-up expirations could introduce meaningful volatility, particularly on the downside. Patrick points to long-term comparisons with Amazon and Tesla, while noting that many retail investors are still near break-even. The discussion explores how much of SpaceX's valuation is based on future potential versus current performance—and how much room remains for investor expectations to reset before fundamentals catch up. (Bulls and Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode US Government Forces Anthropic to Disable Claude Fable 5 + Mythos 5 Worldwide — First-Ever Federal Shutdown of a Commercial Frontier AI Model; 90-Minute Compliance; EU + UK Sovereign-AI Talks Accelerate https://www.anthropic.com/news/fable-mythos-access HPE Discover 2026 — Neri Bets the Company on Networking as the AI Control Plane; Juniper Integration Operational; Vultr Standardizes on HPE + NVIDIA https://www.crn.com/news/networking/2026/hpe-ceo-antonio-neri-five-boldest-statements-from-hpe-discover-2026 Everpure - Pure//Accelerate 2026 — First Conference Under New Name; "Data Primacy" Vision; Data Stream Built on NVIDIA AI Data Platform; Data Intelligence GA https://www.prnewswire.com/news-releases/everpure-unveils-data-primacy-architecture-for-the-ai-era-302803097.html Apple's Chip Supply Chain Realigns in One Week — Intel 18A-P Enters Risk Production June 16; White House Confirms Apple-Intel Foundry Deal June 18 (INTC +9% to Record $135); Cook Says iPhone/Mac/iPad Price Hikes "Unavoidable" on RAM Crunch https://www.investing.com/analysis/appleintel-chip-manufacturing-deal-reshapes-foundry-race-200682398 SpaceX Buys Cursor for $60B All-Stock Four Days After IPO — Largest Developer-Tooling Acquisition Ever; Cursor at $4B ARR / 50%+ Fortune 500; Musk's xAI Loses the Code War, Buys the Winner https://www.cnbc.com/technology/ The Flip Are enterprise AI budgets contracting — is the procurement boom ending and the rationing phase beginning? FOR: Yes — Accenture cut its guide and bookings declined today; Uber blew through AI budget in months; Meta killed its leaderboard. https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results AGAINST: No — AI infrastructure capex is accelerating; enterprise demand is supply-constrained, not budget-constrained. https://ca.investing.com/news/stock-market-news/stifel-raises-jabil-stock-price-target-to-460-on-ai-growth-93CH-4698089 Bulls & Bears MACRO — FOMC Chair Kevin Warsh's Inaugural Meeting: Unanimous Hold at 3.5–3.75%, Statement Stripped of Cutting Bias; Dot Plot Flips to a 2026 HIKE at 3.8% Median; Warsh Refuses Own Dot; Worst Fed Day for a New Chair Since 1994 https://www.cnbc.com/2026/06/17/fed-meeting-today-live-updates.html MACRO — Oil Cracks Below $80: Brent $78 (3-Month Low), WTI $75; US-Iran 14-Point MoU Signed at Versailles; Strait of Hormuz Reopening; IEA Projects 5.05 Mbpd Supply Glut in 2027 https://finance.yahoo.com/economy/policy/articles/oil-plunge-below-80-already-174253019.html Accenture (ACN) Q3 FY26 ACTUALS — EPS $3.80 Beats $3.70 (+9% YoY); Revenue $18.72B Slight Miss; Bookings DECLINE −2% to $19.3B; FY26 Guide Trimmed to 3–4% Local; Stock −13.3% Open; $9B Cybersecurity Acquisition Push https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results SpaceX (SPCX) Post-IPO Trading Action — Melt-Up to $225.64 Tuesday Intraday Briefly Surpasses Amazon at $2.85T; Round-Trips to $192 by Wednesday Close on Fed Hawkish Pivot; Morningstar Fair Value $62 (~69% Implied Downside) https://www.cnbc.com/2026/06/15/evercore-isi-says-landmark-spacex-ipo-could-reignite-bull-market-send-sp-500-to-9000.html

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The future of engineering at Nationwide, Comcast, TD, and HPE

The Engineering Enablement Podcast

Play Episode Listen Later Jun 22, 2026 36:49

In this session from DX Annual, Rebecca Fitzhugh, Lead Principal Engineer at Atlassian, moderates a panel featuring Nidhi Allipuram, Vice President, Enterprise Developer Experience and Platform at Nationwide, Jai Schniepp, Senior Director, DevX Product Management at Comcast, Brent Foster, Vice President and Head of Architecture and Strategy at TD Bank, and Praveena Patchipulusu, Vice President of Engineering at HPE.Together, they discuss how large enterprises are approaching AI adoption, what it takes to build an AI-first software development lifecycle, and how engineering leaders are balancing speed, security, governance, and developer experience. They also share their perspectives on the changing role of engineers, human accountability, and how organizations can prepare for the future of software engineering.Where to find Rebecca Fitzhugh: • LinkedIn: https://www.linkedin.com/in/rmfitzhugh • X: https://x.com/RebeccaFitzhugh Where to find Jai Schniepp:• LinkedIn: https://www.linkedin.com/in/jessicaschnieppWhere to find Nidhi Allipuram: • LinkedIn: https://www.linkedin.com/in/nidhi-allipuramWhere to find Brent Foster: • LinkedIn: https://www.linkedin.com/in/engineeringthefuture• Website: https://brentfoster.meWhere to find Praveena Patchipulusu: • LinkedIn: https://www.linkedin.com/in/praveena-patchipulusu-158741In this episode, we cover:(00:00) Intro(02:28) The AI journey across TD Bank, Comcast, and HPE(05:59) Inside Nationwide's AI-assisted development lifecycle(10:04) Reimagining the software development lifecycle with AI(11:32) Security, governance, and human accountability(15:27) Embedding security and guardrails into AI workflows(17:55) How AI is changing the role of an engineer(21:52) What developer experience looks like in the AI era(26:55) What software engineering may look like in 2030(32:47) How to prepare for the AI-driven futureReferenced:• Atlassian• TD Bank• Comcast Corporation• Hewlett Packard Enterprise (HPE)• Nationwide • GitHub Spec Kit• Abi Noda

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HPE Discover and Pure Accelerate 2026

The IT Pro Podcast

Play Episode Listen Later Jun 19, 2026 32:27

This week's episode comes to you live from Las Vegas, where we link up with Jane McCallion at HPE Discover and also ITPro's news editor, Ross Kelly, at Pure Accelerate.Jane talks us through all the major announcements at HPE, with a heavy focus on how its Juniper Networks acquisition is impacting its new products and services. She also gives her thoughts on CEO Antonio Neri and the company's approach to agents.Across the Las Vegas Strip at Resorts World, Ross gives us his insight into Everpure, the impact of rising hardware costs on its business, and how organizations can get their data AI-ready.HPE Discover 2026 Live: Day 2 keynotesHPE unveils a raft of new networking products for AI workloads at Discover 2026HPE Discover 2026 Live: Day 1 keynotesEverpure wants you to get your data AI-readyEverpure continues data management pivot with new Data Intelligence platform launchEverpure's data management pivot puts it on a ‘collision course' with industry big hittersWhat will the big announcements be at HPE Discover 2026?

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SmartTechCheck Podcast and Audio Newsletter: HPE Discover 2026 --- Did HPE Finally Crack the AI Factory Code?

Mark Vena Tech Guy Podcasts

Play Episode Listen Later Jun 19, 2026 13:54

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What's happening at HPE Discover Las Vegas 2026?

ai europe germany european managing directors perspectives sovereign bastian hpe koller

Play Episode Listen Later Jun 18, 2026 18:58

What is happening at HPE Discover?This week Technology Now is bobbing along at HPE Discover Las Vegas 2026 at the Venetian Resort Las Vegas, HPE's annual customer and partner event. We ask what's changed since last year in the tech industry, how is HPE responding to the ever increasing rate of evolution in the sector, and what should our businesses and organizations be on the look out for in the next 12 months. Antonio Neri, President and CEO of HPE joins the show to tell us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations. This episode is available in both audio and video formats.About Antonio Neri: https://www.hpe.com/uk/en/leadership-bios/antonio-neri.html

AI Export Bans, Memory Shortages & Apple's Nvidia Deal | Tech Field Day News Rundown: June 17, 2026

Gestalt IT Rundown

Play Episode Listen Later Jun 17, 2026 29:17

The AI industry just hit several major inflection points at once.This episode of the Tech Field Day News Rundown, recorded live from HPE Discover 2026 in Las Vegas, features Tom Hollingsworth and Alastair Cooke breaking down Anthropic's sudden shutdown of Claude Mythos 5 and Fable 5 following a U.S. export control directive, the growing server memory crisis impacting Dell and HPE, and Apple's surprising partnership with Google Cloud and Nvidia to scale Apple Intelligence. They also examine how digital sovereignty is reshaping global technology acquisitions after the Netherlands blocked Kyndryl's purchase of Solvinity, why community opposition is becoming one of the biggest threats to AI data center expansion, and how “botsitting” is eroding promised enterprise AI productivity gains. Finally, they preview what to expect from HPE Discover 2026, including AI agent infrastructure, GreenLake innovation, autonomous networking, and the future of enterprise AI operations.This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke.Time Stamps: 0:00 - Cold Open0:29 - Welcome to the Tech Field Day News Rundown1:15 - US Government tells Anthropic to pull Mythos and Fable3:39 - HPE and Dell have different plans for RAM and SSD shortage6:32 - Apple wants enterprise AI10:05 - Dutch Cloud Sovereignty block Kyndryl's aquisition12:37 - Communities don't want AI datacenters in their neighbourhood16:57 - Botsitting is the new middle management, destroying productivity gains19:19 - HPE Discover Announcements25:54 - The Weeks Ahead27:58 - Thanks for WatchingFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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144. Quand devient on adulte ?

Passages Insolites

Play Episode Listen Later Jun 16, 2026 16:13

Mes enfants ne sont plus tout à fait des enfants.J'avance, doucement, vers la cinquantaine. Et certains jours, dans ma tête, j'ai huit ans.Alors une question s'installe et refuse de partir : à partir de quand est-ce qu'on devient adulte, au juste ?Dans cet épisode solo, j'ouvre une question que je traîne depuis presque toujours, sans prétendre la refermer.Pour cela je suis trois pistes qui se contredisent joyeusement : ce noyau intérieur qui semble ne pas vieillir au même rythme que le reste, cette façon qu'on a de choper les codes de chaque milieu (déjà enfant, pour être aimé), et cette petite phrase qui pique, « tu verras quand tu seras grand », qu'on jure ne jamais redire avant de s'entendre la prononcer.Aucune réponse à la clé, juste une exploration honnête de ce drôle d'écart entre l'âge du corps et l'âge du dedans. Et une idée qui flotte, pour finir : être adulte tiendrait davantage du rôle qu'on joue pour les autres que de l'état qu'on atteint un beau matin.Tu peux me retrouver sur instagram : @passages_insolitessur facebook : https://www.facebook.com/passagesinsolitessur linkedIn : Bénédicte VassardEt sur mon site internet, www.passages-insolites.com où tu peux aussi t'inscrire à ma newsletter ! Et si tu as envie d'échanger avec moi, de me proposer des sujets ou des invités pour le podcast... je serais ravie d'échanger avec toi par mail : benedicte@passages-insolites.comHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

EP 400: "European Perspectives on Sovereign AI" with guest Bastian Koller

This Week in HPC

Play Episode Listen Later Jun 11, 2026 17:15

Join Intersect360 Research CEO Addison Snell with special guest Bastian Koller, Managing Director of Germany's HLRS. For our 400th episode, they're going in-depth about, among other things, Europe's investments in sovereign AI. Sponsored by HPE.

Microsoft Declares Independence, Alphabet Raises $80 Billion, and the Multi-Silicon Era Arrives | The Six Five Pod Ep. 307

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Jun 8, 2026 57:13

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs? FOR: MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html AGAINST: Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html

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Are our networks ready for AI?

The Catalyst by Softchoice

Play Episode Listen Later Jun 4, 2026 18:08

How is AI forcing our networks to change? This week, Technology Now is diving into the world of network architecture and asking how AI is forcing us to rethink what it looks like. We ask how AI requirements are different to regular computing, we explore why this makes cacheing obsolete, and we ask how our networks are going to continue changing into the future to cope with the demands of our new AI native world. AE Natarajan, SVP, general Manager for Routing Infrastructure Solutions, HPE networking, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About AE: https://www.linkedin.com/in/ae-natarajan-b79202/

The AI Ethics Episode: Whose Job Is It?

Play Episode Listen Later Jun 3, 2026 27:18 Transcription Available

Somewhere in your organization, an AI decision is sitting on someone's desk right now. Who owns it? In most mid-market companies, nobody does — or rather, it's landed on the IT leader who was already doing three other jobs.In this episode of The Catalyst, we follow Jeremy Wight, CTO of CareMessage — a patient engagement platform serving 22 million low-income patients across the US — who had to write his organization's AI policy himself. No committee. No playbook. Just the weight of getting it right for some of the most vulnerable people in the healthcare system.Alongside Jeremy, we hear from Reid Blackman, author of The Ethical Nightmare Challenge and founder of Virtue, who argues that the standard policy-first approach to AI governance is already broken — and offers a framework any team can implement in weeks, not years. Olivia Gambelin, AI ethicist and author of Responsible AI, reframes the vendor selection question entirely: it's not about auditing their product, it's about whether their values align with yours. And Anthony Vinci, former intelligence officer and author of The Fourth Intelligence Revolution, draws an unexpected parallel — between the integrity required of a spy with no rulebook, and the integrity required of an IT leader doing the same.====This episode is brought to you by HPE.From AI to data center and network modernization, HPE delivers a cloud-like experience right on your own infrastructure — the full portfolio, from one partner. softchoice.com/technology-partners/hewlett-packard-enterprise ====In this episode:Why the policy-first approach to AI governance is broken — and what to do insteadA practical three-question framework any team can implement this weekHow to evaluate AI vendors by values alignment, not just product capabilityWhat it actually looks like when one IT leader has to make these calls alone — with 22 million patients on the lineFeatured guests: Jeremy Wight (CTO, CareMessage) • Reid Blackman (Founder/CEO, Virtue) • Olivia Gambelin (AI Ethicist & Author) • Anthony Vinci (CEO, VICO) • Craig McQueen (VP Microsoft Practice, Softchoice)#AIEthics #ResponsibleAI #ITLeadership #AIGovernance #TheCatalyst #Softchoice #MidMarket #HPE===Show Notes & ResourcesGuestsJeremy Wight, CTO — CareMessage: caremessage.orgReid Blackman, Founder/CEO — Virtue: reidblackman.com • The Ethical Nightmare Challenge (book, April 2025) • Ethical Machines (HBR Press, 2022)Olivia Gambelin, AI Ethicist: oliviagambelin.com • Responsible AI: Implement an Ethical Approach in Your Organization • Values Canvas framework — free download at oliviagambelin.comAnthony Vinci, CEO — VICO: anthonyvinci.com • The Fourth Intelligence Revolution (Henry Holt, 2025) • VICO forecasting platform: vico.aiCraig McQueen, VP Microsoft Practice — Softchoice, a World Wide Technology CompanySponsorHPE via Softchoice: softchoice.com/technology-partners/hewlett-packard-enterpriseSoftchoice AI & Ethics resources: softchoice.com/EASThe Catalyst by Softchoice is the podcast dedicated to exploring the intersection of humans and technology.

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MM #314: Memory Stock Explosion, Trump's Market Indicator, & Investing Secret To Make Millions

Market Mondays

Play Episode Listen Later Jun 2, 2026 127:49 Transcription Available

This week on Market Mondays, we break down Anthropic's IPO plans, record-high market valuations, ARM's rise, Micron's massive run, IBM's comeback, and what could trigger the next great buying opportunity in the stock market.We also discuss Trump's impact on the markets, Michael Saylor's Bitcoin strategy, new IPO rule changes, potential opportunities in HPE and IBM, and answer your questions on stocks, ETFs, trading, and portfolio management.Plus, we share advice for graduating students, the best ways to invest in yourself, and close with our popular Yes or No segment.#MarketMondays #Investing #StockMarket #Bitcoin #Nvidia #ARM #Micron #IBM #Anthropic #Trading #Finance #EYL #EarnYourLeisure #WealthBuilding #StocksAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

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11AM Hour: HPE CEO on Earnings, Generac CEO on Power Deal & IHG CEO on Travel Demand 6/2/26

Squawk on the Street

Play Episode Listen Later Jun 2, 2026 44:44

The CEO of HPE joins as the stock surges today on the company's biggest earnings beat since 2018. Then, the CEO of Generac discusses the company striking a deal to provide backup power generators to a leading hyperscaler. Plus, the CEO of IHG joins to speak about travel demand and the consumer as the summer travel season kicks off. 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.

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AI Infrastructure Boom: HPE's Surge, Juniper Upside, and the Dell vs. Cisco Battle

TD Ameritrade Network

Play Episode Listen Later Jun 2, 2026 5:43

Christopher Davis and Steven Dickens break down why HPE's (HPE) 21% surge and $5 billion AI systems backlog represent a genuine infrastructure mega-trend, with the Juniper Networks acquisition emerging as a quiet profit driver. They widen the lens to Dell Technologies (DELL), Cisco Systems (CSCO), and Lenovo, making the case that supply chain execution and software integration — not hyperscaler dominance — are the real differentiators in the enterprise AI buildout.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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HPE CEO Antonio Neri Talks AI Revenue Forecast, Prices and Strategy

Bloomberg Talks

Play Episode Listen Later Jun 2, 2026 7:53 Transcription Available

HPE shares soared by the most ever after the company gave an outlook for annual sales that topped Wall Street’s estimates, citing massive growth in AI-fueled demand for its servers and networking. HPE CEO Antonio Neri joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech" to discuss the company's demand growth, memory prices and outlook.See omnystudio.com/listener for privacy information.

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Cautela post récords, $HPE revienta por data centers AI, $MRVL se recalienta en Computex y $HIMS expande con Eucalyptus

WALL STREET COLADA

Play Episode Listen Later Jun 2, 2026 3:59

SUMMARY DEL SHOW Mercado en modo cautela tras máximos históricos. Irán sigue nublando el tape, mientras hoy manda JOLTS y los yields aflojan un poco. $HPE se dispara por resultados récord y demanda fuerte en data centers AI. $MRVL vuela por el respaldo público de $NVDA en Computex. $INTC intenta relanzar su narrativa de infraestructura AI. $HIMS cierra Eucalyptus y acelera expansión internacional.

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Finanz-Nihilismus & Bubble-Thermometer | Anthropic-IPO-Filing | Jensen Huang sagt SaaSocalypse ab #567

Doppelgänger Tech Talk

Play Episode Listen Later Jun 2, 2026 83:54

Anthropic reicht das Börsenprospekt ein. Pip erklärt, warum Anthropic unbedingt vor OpenAI rausgehen muss. In Lenny Rachitskys Umfrage unter Tech-Profis ist Anthropic mit Abstand der Lieblings-Arbeitgeber. Google macht eine Kapitalerhöhung über $80 Mrd. statt wie üblich Aktien zurückzukaufen. Nvidia-CEO Jensen Huang sagt mit einer einzigen Aussage die SaaSocalypse ab und schickt Software-Aktien auf eine Rally. Nvidia greift mit RTX Spark Intel und AMD im PC-Markt an. Die Chicago Mercantile Exchange launcht AI-Token-Futures wie für Gold und Öl. Short-Seller Andrew Left wird wegen Marktmanipulation verurteilt. Bloomberg deckt auf, wie der SpaceX-IPO die S&P-500-Regeln zur Profitabilität aushebelt. Antonio Gracias wird durch den IPO zum Milliardär, sein Off-Balance-Sheet-Konstrukt mit SpaceX wird zum Streitthema. US Space Force vergibt $4,16 Mrd. an SpaceX für den Golden Dome. Instagram-Accounts werden gehackt, indem Hacker einfach Meta AI fragen. Salesforce kauft das Berliner Startup Contentful und hält selbst inzwischen einen $5-Mrd.-Anteil an Anthropic. Anthropic gibt der EU-Cybersecurity-Agentur ENISA Zugang zu Mythos. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Anthropic reicht IPO-Prospekt ein (00:18:14) Anthropic ist Lieblings-Arbeitgeber (00:20:17) Google macht $80-Mrd.-Kapitalerhöhung (00:27:04) Jensen Huang sagt SaaSocalypse ab (00:33:47) Nvidia RTX Spark gegen Intel/AMD (00:39:46) AI-Token-Futures an der CME (00:43:06) MiniMax M3: China-Modell für 5-10% des Preises (00:46:01) HPE (00:47:13) Peter Thiel zieht nach Argentinien (00:49:32) SpaceX-Skeptiker: Musk vs. eigenes IPO-Filing (00:55:25) SpaceX-IPO biegt S&P-500-Regeln (00:59:29) Antonio Gracias und SpaceX' Off-Balance-Sheet-Konstrukt (01:07:28) US Space Force vergibt $4,16 Mrd. an SpaceX (01:09:15) Instagram-Hack via Meta AI (01:13:24) Salesforce kauft Berliner Contentful (01:18:17) Anthropic gibt EU/ENISA Zugang zu Mythos (01:19:33) Salesforces Anthropic-Stake auf $5 Mrd. Shownotes Anthropic-Ankündigung - xcancel.com Lenny Rachitsky: Ergebnisse einer Umfrage zu AI-Tools - linkedin.com Alphabet - ft.com Nvidia RTX Spark N1/N1X: AI-CPU/GPU für Laptops und Desktops - theverge.com Nvidia-CEO Jensen Huang zerstreut SaaSocalypse-Sorgen - wsj.com AI-Token-Futures kommen wie Gold und Öl - techcrunch.com MiniMax M3: Schlägt GPT-5.5 und Gemini 3.1 Pro bei 5-10% der Kosten - venturebeat.com HPE shares soar 37% - ft.com NYT: Warum Peter Thiel sich auf ein Leben nach Amerika vorbereitet (Argentinien) - nytimes.com SpaceX-Skeptiker: Musks Aussagen weichen vom IPO-Filing ab - cnbc.com Short-Seller Andrew Left wegen Wertpapierbetrug verurteilt - bloomberg.com SpaceX-IPO zwingt Indexfonds und Retail, die Regeln zu ändern - bloomberg.com Hedgeye-Tweet zu SpaceX/Markt - xcancel.com Fortune: SpaceX-IPO macht Musks Freund Antonio Gracias zum Milliardär - fortune.com US Space Force vergibt $4,16-Mrd.-Vertrag an SpaceX - reuters.com Coinbase und Kalshi launchen regulierte Perpetual-Krypto-Futures - reuters.com Hacker bekommen Zugang zu High-Profile-Instagram-Accounts durch Meta AI - 404media.co Gergely Orosz Tweet - xcancel.com Jane Wong Tweet - xcancel.com Salesforce übernimmt Berliner Startup Contentful - manager-magazin.de Salesforce kauft Contentful: Headless CMS für Agentforce - thenextweb.com Anthropic gibt EU-Cybersecurity-Agentur Zugang zu Mythos - bloomberg.com Salesforces Anthropic-Investment auf rund $5 Mrd. bewertet - bloomberg.com

⚠️WATCH BEFORE MONDAY 9.30am!! #ASTS #DELL #MU #MSFT #NVDA #CRSR #NOW #IBM #HPE #SMCI #HOOD

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later May 29, 2026 12:02

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: • OVTLYR: Your Trading Intelligence Platform Before Monday's 9:30am open, several major stocks are setting up for potentially important moves.In this video, we break down the key setups, signals, and market context around ASTS, DELL, MU, MSFT, NVDA, CRSR, NOW, IBM, HPE, SMCI, and HOOD. We'll look at where momentum is building, where risk may be rising, and which names could be worth watching as the new trading week begins.This is not about guessing. It's about using data, trend, and OVTLYR signals to identify where opportunity and danger may be showing up before the market reacts.Stocks covered:ASTS, DELL, MU, MSFT, NVDA, CRSR, NOW, IBM, HPE, SMCI, HOODTry OVTLYR and start trading with smarter signals:https://ovtlyr.comDisclaimer: This video is for educational and informational purposes only. It is not financial advice. Always do your own research and manage your risk.Here's how we plan to DOMINATE the US Investing Championship for 20261. You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://docs.google.com/presentation/...2. You can follow along with EVERY SINGLE TRADE Taken in the US Investing Championship here: https://docs.google.com/spreadsheets/...NO INVESTMENT ADVICE. The information available through the Service is for general informational purposes only and references to specific securities, investment programs or funds are only for illustrative or educational purposes. No portion of the Service is a solicitation, recommendation, endorsement, or offer by OVTLYR or any third-party service provider to buy or sell any securities or financial instruments. You should not construe any such information or other material on the Service as legal, tax, investment, financial, or other advice. OVTLYR is not a fiduciary by virtue of any person's use of the Service. You alone assume the sole responsibility for evaluating the merits and risks associated with your use of any information on the Service. Nothing herein constitutes an offer or a solicitation of the purchase or sale of any security to any person in any jurisdiction in which such an offer or solicitation is not authorized. All purchases and sales of securities must and are to be made through a registered securities broker or dealer of your choosing with whom you have a contractual relationship and have agreed to accept such broker's or dealer's terms and conditions.

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PP111: New HPE Mist Features Validate NAC Changes, Enable Inline Microsegmentation (Sponsored)

Play Episode Listen Later May 26, 2026 47:44

HPE has announced new features in its Juniper Mist portfolio. On today’s sponsored Packet Protector, we dig into those features, including a dry run option that lets organizations test and refine Network Access Control (NAC) policies before pushing them out, a policy validation feature that can identify shadow NAC rules, and a microsegmentation capability aimed... Read more »

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PP111: New HPE Mist Features Validate NAC Changes, Enable Inline Microsegmentation (Sponsored)

Play Episode Listen Later May 26, 2026 47:44

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HW079: Driving AI Efficacy in Wi-Fi (Sponsored)

Play Episode Listen Later May 19, 2026 29:24

Every wireless vendor has an AI story. What actually matters now? Efficacy. Recorded live at Mobility Field Day, Keith sits down with HPE’s Bob Friday right off the show floor to discuss how HPE's announcements are driving toward an autonomous network and what features are the key to truly making a difference in day-to-day life... Read more »

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HW079: Driving AI Efficacy in Wi-Fi (Sponsored)

Play Episode Listen Later May 19, 2026 29:24

ai driving networking wifi wireless efficacy wlan hpe

HW079: Driving AI Efficacy in Wi-Fi (Sponsored)

Heavy Wireless

Play Episode Listen Later May 19, 2026 29:24

ai driving networking wifi wireless efficacy wlan hpe

NB575: AI Multipath Protocol Goes to Open Compute Project; Cisco Shrinks Workforce as Income Swells

Packet Pushers - Network Break

Play Episode Listen Later May 18, 2026 29:02

Take a Network Break! In this week’s Red Alert we suggest an audit of your Azure environment after Microsoft says it patched four critical vulnerabilities. On the news front, Nvidia has brought the Multipath Reliable Connection (MCR) protocol to the Open Compute Project, AT&T rolls out quantum-resistant SD-WAN services, and HPE introduces new Wi-Fi automation... Read more »

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NB575: AI Multipath Protocol Goes to Open Compute Project; Cisco Shrinks Workforce as Income Swells

Play Episode Listen Later May 18, 2026 29:02

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NB575: AI Multipath Protocol Goes to Open Compute Project; Cisco Shrinks Workforce as Income Swells

Play Episode Listen Later May 18, 2026 29:02

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330: Grow Your Business in 3 Phases with James Green

Management Blueprint

Play Episode Listen Later May 4, 2026 28:03

https://youtu.be/oPA1dSUab9Y James Green, CEO of Cognome and former Pixar executive under Steve Jobs, is driven by a deep curiosity and a pull toward ideas that can create massive impact. From early internet ventures to mobile innovation and now AI in healthcare, James has consistently aligned himself with transformative trends. In this episode, he shares hard-earned lessons from scaling multiple companies and introduces a simple but powerful framework that explains why many startups struggle to grow beyond their early stages. We explore James' 3-Stage StartUp Growth Framework: Whiteboard Phase, PowerPoint Phase, PDF Phase—a model that captures how organizations must evolve as they scale. He explains why early-stage chaos is necessary, how structure begins to take shape in the middle phase, and why standardization becomes critical at scale. James also dives into the toughest leadership challenges—especially making difficult people decisions—and shares why aligning with strong market tailwinds and creating “pull” from customers is essential for sustainable growth. — Grow Your Business in 3 Phases with James Green Good day, dear listeners. Steve Preda here with the Management Blueprint, and my guest today is James Green, the CEO of Cognome, a health tech company that is solving the problem of how to manage different AI models that are being deployed in healthcare today. Earlier, he worked as a vice president at Disney. He worked directly under Steve Jobs at Pixar, and he has had at least six other CEO roles in ed tech, media, and healthcare. Welcome to the show, James. Thank you very much. Delighted to be here. Yeah, super excited. And Steve Jobs—you don't often have people that have known Steve Jobs now even Tim Cook has resigned. Yeah. Yeah. And it’s 13 years, I guess. Steve Jobs is being gone. So what was it like working with the man? Was he a difficult boss? First of all, most of the things you hear about him are accurate. So it’s not one of these things where you hear a lot about Steve Jobs and actually the man was totally different. So most of what you’ve heard is true. And I’ll give you one short anecdote sort of before we go on, which is something that I always found incredibly impressive about him. When you work for him, if you disagreed and said, “Hey, you want it to be white, I want it to be black,” without hesitation he would say something like, “Here are seven reasons why you're wrong.” First of all, before we go into those seven reasons, what’s impressive about that is he had a number and he stuck with it. And it happened in seconds and he didn’t know before. So if you think about that, it’s hard to keep all of that in your head. So the guy was just super, super clever. And then he would list them 1, 2, 3, 4, 5, 6, 7, and you’d be out. Like it’s done. It’s like, “Oh, damn.” So yeah, he was unbelievable human, and it was an honor and a privilege to have worked with him. Yeah, well, that's awesome—to talk to you, having worked with him and having some direct experience. Definitely not an easy boss when he has seven guns to shoot you down. Yeah. But there's a lot to learn. I mean, you learn the most from these kinds of bosses. Yeah. So let's get into the question—which is normally the first one, but this is the exception: What is your personal “why,” and how are you manifesting it in Cognome, James, and in your previous jobs? Yeah, I've thought about this a lot. I've tried to come up with what my “why” really is. And what I’ve come up with is I can’t help myself. And I’m going to go through examples of it and what I mean by that. I pay a lot of attention to the world. I pay a lot of attention to what’s going on. I get very seduced by new ideas and new things and things that I think will have big impact. And once I start thinking about it and thinking about what that impact is, I cannot help but start getting involved in it. That sounds very abstract, so I want to try to make that super concrete. So when I was working at Pixar, for example—the internet was being born. This is the late '90s. I couldn't help myself. I started an ad-serving company called Sabela Media. That company got sold to 24/7, then to DoubleClick, which later got acquired by Google. So the internet was there. I had to do it. I had to have something in it. Then after that, I was thinking about what to do next—and mobile phones, if you remember, were still flip phones, mostly used for texting. The second company that I did was putting content onto those phones. It just seemed obvious to me—I couldn't help myself. I saw the opportunity, and it clearly worked. That company was called GiantBear. It was sold to BlueCora. After that, there was this crazy innovation going on in television of all things with effects. Now, again, we take these things for granted. We’ve got AI creating things all day long, back in the day, we didn’t. So I ran a company called PVI, which is famous for inventing the first-down line you see in football games. So that was kind of the very first virtual object you saw in live things. Again, it may seem like, oh, that’s an everyday event, but back in the day it was totally not. And I think it opened up football to many more people—you no longer needed the chain crew to understand what was going on. And then if we fast-forward—there are a few things in the middle, but I don't want to bore everyone—to where I am today at Cognome. I even wore my little Cognome shirt so I could advertise it throughout the podcast. Yeah, that's smart. I have to do that. AI is clearly the big thing today. But for me, intellectually, it's not enough to just say, “I'll do an AI model,” like everyone else. For me, healthcare is one of the areas that AI will have the biggest impact with. Healthcare for a lot of reasons has been a laggard technologically for specific things about how they store data, so it hasn’t been adopted things like multi-tenant SaaS, because the data has to stay local and things like this. So AI will revolutionize it. And AI will make decisions about whether people live or die, right? So it's really consequential. And for me, the question is—how are you going to manage that? That's a super interesting intellectual opportunity. And so Cognome ExplainerAI. So my “why” is: what's going on, what's interesting, and what's changing the world? And the beautiful thing about that is you get a “rising tide lifts all boats” situation. You're not fighting against a trend—you're moving with it. The whole world is rising, and you can be part of that. That’s sort of my “why”. Yeah, so basically—in other words—it's about coming up with revolutionary ideas and implementing them? Yeah. I mean, I want to make an impact in the world. I want to make a difference. I'm not a very religious person—in fact, not at all. So I believe our time here is limited. I want to make a difference. I want to be part of what's going on. So yeah, that's my “why.” Yeah—tapping into trends. Well, that’s great. I mean, don't know if it's a “why,” but making the most of the opportunity to be here and maximizing impact—that's a huge one. Love it. Yeah. STEVE PREDA: So let me segue to the next one. This podcast is all about frameworks. So the objective here is what’s a shortcut that you can teach the listeners that they can implement in their business? So what is your “shortcut” to success? Maybe “shortcut” is the wrong word. What is the framework you use to interpret the world, understand it better, and make decisions? Yeah, this is another thing I struggled with a little bit. So I listened to your questions, and I tried to make my answers really personal. I'm trying to be authentic—this is what I actually do all the time, as opposed to this is what I’m doing at the moment, or this is what I did for a second. The truth is, frameworks come and go. There are a lot of frameworks out there. I've probably used 15 different sales frameworks. I mostly operate in the B2B world, so there are lots of frameworks you can use—for example, in sales. But I tried to think of something more consistent—a framework I've used across every company I've worked with, all the time. And the one I always come back to is about growth. So what I want to talk about is: how do you manage a company that's going through growth? Because it's not obvious—and I do have a framework for it. And unlike some of the other frameworks—like something McKinsey, Bain, or someone’s invented this framework and you are adopting it. This is really pretty personal to me, and I’ve adopted various little things about it. There are these two ideas that live in parallel. One is in the sales process, where I think companies go through this idea of, I call it a Whiteboard sales process, a PowerPoint sales process. And forgive me for being a little dated, but a PDF style process, something you can’t change. And at the same time, they go through these stages where you are a small company, a medium-sized company, and a larger company. Think of it roughly as fewer than 12 people, then 10 to 75, and then 75 to 100 and beyond. And I’ve managed all of these sizes. And what’s interesting about these is that if you don’t have a framework to manage yourself through these stages, you’re going to fail. You as a leader will be replaced. I personally have replaced leaders who cannot go through those kinds of things. One of the things I've done in my career is act as a sort of hired gun for VCs. They make an investment, and then they bring me in to replace the founder if they haven't been able to navigate that growth stage. And so the framework works like this. When you're starting a company—what I call the “whiteboard” phase—what you're selling is a little different every time. And the consequence of that inside the company is everyone is doing everything. It’s a little chaotic and it’s okay. Like, less than 10 people, it’s okay. It’s okay that the finance person is doing a little selling and the engineer is doing a little marketing. It’s okay, because you only have 10 people maybe. When you go into a client, you are sort of inventing yourself as you go. There's always that first client where you're saying, “I think we should do this. This is how I'm going to help you make money, save money, or do something better.” You’re figuring things out. Yeah. And maybe there's some pivots in there. Maybe there isn't. Not everyone gets to be Google and get it right the first time, but you’ll see. In the end, you start getting things right. And then you go through what I call the PowerPoint phase. So what this is—you now have more than 10 people. It kind of isn't okay that the sales guy is doing finance, or the engineer is doing marketing. You actually have people in their swim lanes. I call it the PowerPoint because you've built PowerPoints, so you’ve got slides that you can use and it’s replicable. Guess what? You tend to tweak them for each client. You are still—you know what—the way you're selling to… I don't want to make a stupid example up—Home Depot is still a little different than selling to Lowe's. You know that—even though it should be exactly the same—it's still a little different. You're tweaking it each time. You're moving slide three to slide seven. Sometimes you don't show slide 10. You're still tweaking it. Yeah. I relate to that. And your organization is structured, but not completely rigid. Everyone still knows each other in the company. It's up to maybe 50—I think it maxes out at about 75 people. But every single person in the company knows each other. They’re all collaborating. You don’t need a lot of structure inside the company because there’s sort of culture in there to hold everyone together, right? And then you get to the third stage, which I call the PDF stage—where you've figured it out. You sell the same thing. Maybe you have three PDFs because you're selling in three verticals. But you go into a client—this is the thing—and it never changes. Slide one is always slide one. Slide two is always slide two. Slide three is always slide three. And you have maybe a hundred people in your company. And by the way, now you have levels. So not everybody knows everybody. And as a CEO, I have my lieutenants. My lieutenants have people working for them. And I sort of feel like everyone can manage—I don't know—five, six, seven, eight people. More than that is difficult unless the roles are not very sophisticated. So you need this management layer, which separates the CEO from the rest of the organization. So you need a lot more structure. And as you go through these three phases—and they're really different—a tragic thing happens. It happens all the time. The person who was so helpful in the whiteboard phase, who was your go-to person, they don’t make it in the third phase because they’re a generalist. They liked the chaos. They liked being able to have their foot, and they’ll complain to you. They'll say, “Why aren't you listening to me?” It's an engineer saying, “Why isn't sales listening to me?” Dude, you're an engineer—stick to your knitting. Like, no. And this culture goes through every single company I’ve ever run. Most of them have gone through these three phases—small, medium, and large. And one of the things I try to do with employees in these phases—and this is part of the framework—is to give them a huge amount of latitude to see if they can succeed in the phase. So, to give them the freedom—if you're being blunt—to give them enough rope to hang themselves. And if you're being kind, to give them the freedom to be who they are, to be the best they can be, and to support them—not control them. And so, if you are aware of this framework as you grow, and you give that latitude, and you hire smart people, then you can see which ones you keep and which ones you don't. And honestly, the worst and hardest part of managing through growth is that selection and weeding-out process—of the people who worked in the first stage but don't work in the last stage. So that is the only kind of framework for me that has stood the test of time. It has worked in media, worked in healthcare, and worked in various other places. Does that make sense to you? Does it resonate with you? Absolutely. And I was just working on a chapter in my new book, and I was actually writing about this very idea—why some companies are never able to grow, because they are not able to make these decisions, these painful decisions, as you described. Super painful—the worst. It’s the worst part. Firing people is the worst part of being a CEO. If you enjoy that, you’re a bad CEO. You want to have a positive environment, so you want to everyone have a good time. And when there’s growth, usually there’s incredible optimism and great culture. So any CEO who enjoys that process is not a good CEO. Yeah, that’s so true. This is kind of a difficult thing. You have to be ruthless to some degree. You do. Yeah. That's why this framework has helped me—and it's helped me be gracious and kind to people. Let's just call her Jane, right? A totally fictitious person. But you can go to Jane in stage three and say, “Jane, do you remember how much you loved it in the first phase?” I'm going to give you some time here. You are going to leave, but I'm going to give you some time to work on a special project. But you also need to find your next startup—because you love that environment. And I am going to put this bureaucracy in place, and you're going to fight it until the day you die. So I can't have you here—I just can't. I can give you this little thing to do and you can have some weeks to go do that and give you some time, but the framework helps you be gracious and helps you make those decisions as you grow. That’s an amazing framework. This is really unique. We've recorded, I think, close to 400 episodes with different frameworks—and this hasn't come up. Nothing similar has come up. Woo-hoo. Love it. So where are you now in your business? Which phase are you in? I am in between the whiteboard and the PowerPoint phase. Maybe because I'm an optimist, I'm going to say I'm in the PowerPoint phase. But I know there's still part of me that's drawing things on the whiteboard. We have 12 people, so we're just at the edge of growing out of that phase. I don’t have that layer in the middle. We have half a dozen clients. I suspect that by the end of this year, we'll be fully in the PowerPoint phase. And it'll be another 18 months after that until we get to the next stage—and that's assuming we continue to grow. I mean, my whole raison d'être is to find these really special things, grow them, and make an impact. So let’s hope that happens. Yeah, well, you've had some practice in your previous six CEO positions, so I'm sure you'll figure this out. So what drives growth in your business? Yeah, this goes a little bit back to phase one. So I've picked an area that's growing by itself. I mean, AI—there are more and more models being deployed in hospitals. Hospitals are growing. The number of models deployed in them is growing at about 2.2 times the rate of the general population. So good for me. There are federal regulations coming that say you need to control what your AI models are doing. That's also good for me. It's a lovely day when regulation is good for your business—it usually isn't. But it's not unusual in healthcare. If you look at electronic health records, that was driven by government regulation and funding. So this is a little bit like that. Federal, state, and other institutions are driving this trend. And then there are things happening inside healthcare organizations themselves that we can tap into. I always think that when you're selling, you should have a good story. So I'm going to tell you the kind of story we use. When we meet with a chief information officer, we tell stories like the ones I'm about to share. And this really helps us tap into that growth. Because part of growth in a B2B environment is having a strong sales team, good engagement, and solid frameworks—like: do they have budget? Are you talking to the right decision-maker? All of those kinds of frameworks, which to me are more tactical—I've used a lot of them. But we go in and say things like: “Have you ever experienced a situation in radiology where a new model was released and no one told you about it—and now you have to monitor it?” This is happening. And they're like, “Oh my God—yes.” And then they tell you a story about it. And then you say, “What about that note from CMS?”—that's the organization that runs Medicare and Medicaid, for those not in healthcare. “Did you hear that they're coming down to audit some of your peers?” And they're like, “Oh my God—we just got notice that we're being audited.” And then—how about your board? How's your board doing? Are they coming down and saying, “What are you doing in AI?” So you try to tell these stories and then you create this tension, where they have to grow and they have to control, and then that’s where we come in. We can help all of these companies manage all of these models. What we do—we have this product called ExplainerAI. We tap into the underlying data from the electronic health record—the EHR, or medical record. We tap into the models—the front end—and the logging files behind them. And then we can tell whether the model is exhibiting drift, and how it's performing across different areas. That could be geographic areas, or demographic areas. Is it performing the same with young men and older women? Is it performing the same over time? Is it degrading? Is it releasing personal health information when it shouldn't? Is it hallucinating, if it's an LLM? That’s what we do. And then we can send alerts out to people, saying, “Hey, listen, this model is making shit up right now, you need to deal with it.” And then they can talk to the vendor and handle it. So we're in a good space. And so growth is, to some extent, this idea of a rising tide lifting all boats. I've picked an area that's growing, so I can grow with it. And then part of it is being connected and having a good way of engaging with people who are buyers. And so we have these stories that we tell in our decks about how we help in these situations. Have you had to pivot between the original idea and where you are? Yeah, we have. And for anyone who's listening and thinking, “Oh my God, I'm going to have to pivot,” I use Google as my favorite example of someone who just got so lucky. They were like, “We're going to have this little thing that searches the internet,” and they never really changed—until they got so big they could do more. That is the exception, not the rule. And what’s interesting about the way we started is it’s still a core differentiator for us—we started with the ability to take data from an EHR, from a medical record, translate it, and store it in a common data model. It's called OMOP. It's the most common way that researchers structure this kind of data. And we thought this technology would be widely adopted by researchers. We have contracts with people like Hopkins, Ohio State, NYU—big institutions—but it's not big enough. It’s not going fast enough. What it does do, though, is for our ExplainerAI, it gives us the technology—it's a moat—to connect to the source of truth, the electronic health record, so that you can get actual outcomes versus predictions. Many models cannot get the actual data out of the EHR. So they just say, “This is my prediction, this is my prediction, this is my prediction.” And over time—that's fine, those are predictions—but how do they actually compare to what really happened? Yeah. What actually happened? And because of where we started, we have a way of efficiently and accurately getting that information. So it is still the bedrock. But it's definitely a pivot. And then you basically put an AI layer on top, and that's great. And how did you know when to pivot? How do you reach that tipping point? How do you know this is the moment—you have to pull the plug on this because it's not working? First of all, I think on a personal level, I'm always late. So I think I could always have made this decision earlier. If I'm being self-critical at a high level. And I don't think I have a clean answer—but I'll tell you how I've done it. If you have a better way, I'd love to know. It’s about sales engagement. So you go to a hundred people, you have a hundred meetings, and you sell to two. That's not good enough. It's just not good enough. And those two are complaining. What you want to see in a product—and I think this is true of all great products, especially today—I use examples like Facebook and Tesla—is that products are pulled, not pushed. If you still find yourself, after nine months, pushing—and you don't have the momentum where your product is being pulled—you're wrong. You need your clients to be making referrals, and you need to be pulled into deals. In today's advertising and marketing world, it's too noisy. Maybe back in the seventies you could do it, but now it's just too noisy—especially in B2B. There are so many people selling to the same buyers that they need to hear about your product from others, have people around them recommending it, and pulling you in. There's some time—and I usually take closer to a year, which is long. It would be better for me to do it in six months or even three months. I haven’t found a way to do that where you pivot if you’re just not getting traction, basically. Yeah, okay. I love it. So what's one thing in your company that you're trying to figure out right now? One thing in my company that I'm trying to figure out right now is how to further ramp up sales. I'm cheating a little bit here, because I think we may already have it figured out—but leaving you with an unanswered question isn't very helpful. So we were having—and still are, to some extent—problems getting ExplainerAI rolled out. People were interested in it, but they wouldn't buy. So we tried to figure out why. And one of the things we found is this: For those of your listeners who may not know, healthcare is probably the largest portion of GDP in the country. Buyers are very large. We don't always think about it this way, but if you do—everyone goes to the doctor. It affects 100% of the population. And these large institutions—a hospital is usually a multi-billion-dollar organization—and there are about 6,500 of them in the country. So we've got 6,500 multi-billion-dollar companies in this country. It’s crazy, right? They don't want to buy from small companies—they want to buy from big companies. This is one of the things we found out. So we get to the finish line, they say yes—and then no one tells you the truth, right? No one says, “I'm not buying from you because you're small.” But we ended up figuring it out through triangulation. So we've been building partnerships. We started with Intel. We made some of our models work on Intel CPUs, and I'm actually pretty proud of that work. For the nerds out there—we're working on Xeon 6 chips, the Granite Rapids chips—running locally deployed LLM ensembles. Think of it as models like Qwen and LLaMA running inside their chips—what I'd call small-to-medium language models, not large language models. Up to 32 billion parameters, running on a CPU, not a GPU. So that’s a big deal. Intel loves us, and we've been able to leverage their ecosystem to have their partners sell our product. So now you've got HPE selling ExplainerAI. You've got Lenovo selling ExplainerAI. And probably my favorite partner—love you, ePlus, if you're listening—I think you're the best. They're a Fortune 1000 reseller selling ExplainerAI. So now we have large companies selling our product, and that's starting to come to fruition. Now, it's not solved—my revenue isn't going boom yet—because if it were, I'd be firmly in the PowerPoint phase, heading toward the PDF phase. But it's looking really good, and I'm very excited. Cognome Inside. There you go. Cognome Inside—yes. Cognome Inside. Intel Inside—for those of you who remember. Yes. Love it. Okay, so before we wrap up, I have one more question for you: What is a question that entrepreneurs should always be asking themselves? I think the hardest thing about being an entrepreneur is dealing with the amplitude of the variance that happens inside it. There are incredibly high days, and there are incredibly low days. There are days when you don't even want to get out of bed in the morning. You don't have many clients, and one of them has just told you that you're a complete moron. Even if you've got the best product in the world, if you're in the whiteboard or PowerPoint phase, you're going to make mistakes. You just are. No one's perfect. And there are days when some combination of a client, an employee, or the product—something has failed, someone has left, something isn't working—and you feel awful. So what I'd say to entrepreneurs is this: if you really are an entrepreneur, it is your personality that you can still get through those and wake up in the morning and say, I believe in this. I know I can do it. I can keep doing it. And one of the things that I think separates an entrepreneur from someone who isn't is this: When I go through these moments, I ask myself, “What's the worst that could happen?” And I usually start with: “Is anyone going to die?” And the answer is almost always no. No one's going to die. So it’s not that bad. And by the way, I remember giving that advice to a young person once—and I saw their face go white. And I thought, “Oh, that's not an entrepreneur.” That's the kind of person who hears that and thinks, “Oh my God, really? You think about the worst thing that could happen so you can deal with it?” And I'm like, yes. Does that apply to the company itself? Is the company included in that “worst-case” question? To me, the next step is: is an individual going to die? That's a higher stake than whether the company is going to die. But yes—is the company going to die? That's part of the thinking, because you're going through all the consequences. Am I going to lose all my money? Is the company going to fail? Those are escalations of that thinking. But to me, company death is less tragic than a human death. Yeah, true. Not everyone might agree with that, but I think so. You can try again. Yeah. Start another company. Yeah, exactly. Anyway, your question was: what is a question that an entrepreneur should always be asking themselves? For me, turning that upside down and inside out—it's: what's the worst that can happen, and can you get through it? Are you able to get through it? Do you have the drive and the imagination to keep going? That's the question I've continually found myself asking, as opposed to any other kind of existential question. And I think some of the other questions are not always the right way to look at it—like“Is this the best business?” Because there's a very big difference between an entrepreneur and an investor. An entrepreneur has to keep going, while an investor might quit. Investors, they’re playing the portfolio game. They can say, “That's not working—I'm dropping that and keeping this.” As an entrepreneur, you can't really play that game with your time. I mean, Elon Musk is running four companies—so okay, fine—but most of us aren't. Most of us are running one or two, and we need more tenacity to make it work—to pivot or to find another path. That's a really big difference between an entrepreneur and other kinds of people. And it's why I've kept doing it. It comes back to the very first question: why do you do this? I can't help myself. I just can't. It's what I like to do. Yeah, the contrast is addictive—the contrast between near-death and near-Nirvana, right? Yeah. I love it. I mean, you can't have euphoria without depression. You wouldn't know what it was—it would just seem normal. Yeah, just a personal example of that—I was in Hungary, where I was born, for the election two weeks ago. By the way, I'm so excited about that election, for many reasons. The exhilaration that I felt—and that everyone else felt—was even greater than when the Berlin Wall came down, because the system was worse. Yeah. And if they hadn't lived through that for 16 years, they wouldn't have felt it. Now, we didn't experience it directly—but still. But even I was paying attention to a lot of things, and I was following that one very closely. Even I felt that sense of euphoria. I was like, “That's great.” I was at the dinner table with my wife and kids—and I'm not Hungarian, it's not affecting me. I mean, Viktor Orbán isn't really having any effect on my life at all. Maybe he shows up at some conferences in the U.S., but still—not affecting me. But I'm sitting there at dinner like, “Did you hear what happened today? That's great.” Anyway. Awesome. I'm glad you're on that side of the equation. James, if people would like to learn more—if they'd like to learn about Cognome and connect with you—where should they go? Where can they find you? Yeah, so you can certainly go to cognome.com. You can email info@cognome.com. But if you've listened to this podcast, I'm always happy to hear from people. I answer every single email myself. And if you know my name—James Green—you can just put a dot in the middle and add @cognome.com at the end, and that will get to me. Delighted to hear from any of you—especially if you're a CIO in a hospital, you should reach out. Well, all those hospital CIOs—please call James, or at least send him an email. And for those of you listening—this was an amazing framework: from whiteboard to PowerPoint to PDF. Definitely relatable. And remember—if no one's dying, it's okay. You can always pivot and live to fight another day. So, James, thanks for coming—and thank you for listening. Important Links: James' LinkedIn James' website James' email: info@cognome.com

How do you update a network without downtime?

Play Episode Listen Later Apr 30, 2026 21:54

How do you update a network without downtime? This week, Technology Now is diving into the world of telcos and how they keep critical infrastructure running while continuing to improve their systems. We ask how silos have been used historically by telcos, how AI and cloud are being embraced and how you manage the switch from old to new architecture without impacting users. Franz Seiser, Head of the Data Tribe at Deutche Telekom, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Sam Jarrell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Franz:https://www.linkedin.com/in/franz-seiser-658b94/

PP105: Cybercrime Has Gone Industrial: Insights from HPE Threat Labs (Sponsored)

security networking threats engineers cybersecurity industrial compliance labs cybercrime hpe

Play Episode Listen Later Apr 14, 2026 37:29

Threat actors are behaving more like professional organizations in an effort to launch more effective and profitable attacks. We explore this and other themes from the latest Threat Labs report from HPE, our sponsor for today's Packet Protector episode. We also look at how older vulnerabilities are still contributing to today's exploits, why security organizations... Read more »

PP105: Cybercrime Has Gone Industrial: Insights from HPE Threat Labs (Sponsored)