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Ekaterina Gamsriegler, former Head of Growth and Marketing at MyGroove and longtime advisor across music, education, and health apps, joins Apptivate to discuss why sustainable growth depends on systems rather than isolated wins. The conversation explores the nature of modern growth funnels, how creative strategy impacts retention and churn downstream, and why many teams optimize acquisition while misunderstanding activation and long-term value. Ekaterina and Taylor also discuss localization as a full-funnel growth lever, pricing strategy during high-intent seasonal periods, the realities of founder-led and offline growth channels, and how mapping the complete user journey can uncover hidden bottlenecks that data alone often misses. Questions addressed in this episode Why does Ekaterina compare growth systems to a house of cards? How do creative strategies affect retention and subscriber churn? What mistakes do apps make during seasonal growth periods like Q5? How should marketers evaluate long-term value instead of short-term ROAS? Why can localization improve the entire growth funnel? How did MyGroove grow paying subscribers 10x in one year? What role should brand, PR, and offline channels play in app growth? How should teams define activation properly? What should marketers focus on during their first 90 days at a company? How can apps balance credibility with accessibility for beginners? Timestamps 0:12 — Introduction to Ekaterina Gamsriegler and MyGroove 0:52 — MyGroove's global launch and mission 1:41 — Growth as a "house of cards" rather than a puzzle 3:18 — Diagnosing funnels and identifying hidden bottlenecks 4:42 — How creatives shape retention and churn downstream 6:56 — Credibility, UGC, and "fake podcast" creative concepts 7:51 — Why acquisition mistakes appear 60–90 days later 9:43 — Planning for Q5 and evaluating long-term value 11:25 — Pricing strategy, willingness to pay, and cancellations 12:52 — Localization as a full-funnel growth lever 15:23 — Founder-led growth, PR, and offline channels at MyGroove 18:23 — The biggest unlock behind 10x subscriber growth 20:38 — Mapping the user journey and identifying bottlenecks 23:08 — Activation metrics and offline user behavior 25:56 — Personalization and contextual onboarding examples 29:48 — Rapid-fire questions begin 31:08 — Norway, Iceland, and travel recommendations 31:33 — Vienna recommendations and closing remarks Quotes (2:22) “Growth feels more like a house of cards because just one little change can completely ruin the whole system.” (4:59) “What I see happening sometimes is a mismatch between the product, the user experience and the people who are being targeted with creatives.” (22:38) “Build a user journey by mapping every single step from ad impression to renewal to purchase. This allows you to see where the bottlenecks are in your journey.” Mentioned in this episode MyGroove Ekaterina on Linkedin
Iti Sahai, Head of Product, Internationalization (Global Infrastructure) at Klaviyo, joins Host María Roa for a fascinating conversation about global expansion, product-led internationalization, localization strategy, AI integration, and the enduring power of storytelling in business.Drawing on a career spanning Hollywood, Bollywood, enterprise technology, and global product leadership, Iti shares valuable insights on how organizations can transform localization from a perceived operational cost into a strategic growth engine. Throughout the discussion, she highlights the importance of customer-centric thinking, leadership through storytelling, and the preservation of human creativity in an increasingly AI-driven world.00:00 - Welcome and Introduction to Iti Sahai01:32 - From Storytelling to Product Leadership02:46 - Why Localization Is More Than Translation05:57 - Measuring Localization ROI Through Growth07:20 - Using Storytelling to Influence Leadership09:55 - AI Opportunities and Risks in Internationalization14:15 - What Drives Global Product Adoption20:55 - Community Leadership and Women in Localization22:23 - Keeping Humanity Alive in an AI-Driven WorldAbout VistaTalks: VistaTalks has an incredible lineup of guests from around the globe. We love to feature interesting discussions with interesting people from all around the world. Follow VistaTalks on Spotify for all the latest episodes, or subscribe to the show on Apple and Google podcasts. VistaTalks is available on many other podcast platforms. To learn more about VistaTalks, please visit https://www.vistatalks.com Social Media: X - https://x.com/vistatalks Facebook - / vistatalks Instagram - / vistatalks LinkedIn - / vistatalks
Hello and welcome to season nine of Retrograde Amnesia, featuring Skies of Arcadia. In the first (of three) background/information episodes, we'll be talking about the game as it relates to shipping on two GD-ROMs, refusing to appear on modern digital storefronts, becoming crushed by reality, combining World War I & II military ships with the Age of Discovery, communicating with wind, citing influence from Laputa: Castle in the Sky and Dragon Quest III, building the world around six colors, refusing a travel budget, blatantly referencing Moby Dick and Robinson Crusoe, forming the Hottie Production Committee, dynamically adjusting the music, eliminating baby talk, "throwing away the Japanese text," and un-mysterying the misdirection. Realism may not be acceptable for an RPG just yet. 00:00:00 Lost Time 00:01:55 Intro 00:02:54 What Is This 00:04:47 Release Information 00:09:31 How to acquire and play Skies of Arcadia in 2026 00:12:13 Atsushi Seimiya 00:18:15 Shuntaro Tanaka 00:27:20 Reiko Kodama 00:49:31 Soundtrack 00:53:37 Localization 01:03:28 Unsubstantiated Claims 01:09:04 Real Net 01:14:09 Outro Patreon: patreon.com/retroam Bluesky: @retrogradeamnesia.bsky.social YouTube: www.youtube.com/@RetrogradeAmnesia E-Mail: podcast@retrogradeamnesia.com Website: www.retrogradeamnesia.com
Florian and Esther discuss the language industry news of the past few weeks, beginning with a recap of SlatorCon London, which attracted a record 250 attendees. They highlight growing interest in language AI, startup innovation, and research, as well as a broader shift in industry sentiment toward viewing LSIs and LTPs as integral parts of the AI economy rather than businesses being disrupted from the outside.Drawing on Slator's newly released market report, Florian shares that the total addressable market for language solutions and AI reached USD 30.85bn in 2025, declining 2.7% year on year. Traditional LSIs saw a steeper 5.1% decline, while LTPs grew nearly 20%.The duo also examine the wider AI landscape, discussing massive funding rounds and IPO plans at Anthropic and OpenAI. Florian argues that these developments create challenges for LTPs seeking defensible market positions, citing OpenAI's launch of real-time speech translation shortly after DeepL announced an expanded focus on voice translation. On company news, Florian and Esther review the bankruptcy of voice AI startup Lovo following legal disputes over voice rights and data usage, as well as the financial difficulties facing transcription specialist VIQ Solutions.Esther closes with an overview of recent M&A activity, including acquisitions by TransPerfect, RWS, and The Translation People, alongside the formation of Germany's new IMK Group. She also notes growing consolidation in the voice AI sector and highlights a recent funding round for Japanese AI translation startup Yellow Blue.
One of the most important steps to improving our global economy is to work towards stronger systems of localization. Helena Norberg-Hodge, linguist, author, director, founder of Local Futures, and leader of the New Economy Movement, joins us to explore her work as an activist trying to change the global economy through greater localization.For full show notes, visit: https://www.lifteconomy.com/blog/helena-norberg-hodge/Interested in creating a world that works for the benefit of all life? Join a network of 800+ alumni transforming communities and enterprises from a regenerative and just lens. The Next Economy MBA begins September 22nd — join us for a free intro session and save 20% when you register before August 3rd.Learn more ➡️ lifteconomy.com/mba The LIFT Economy team is passionate about creating learning communities where we can put the skills and values we discuss on Next Economy Now into practice. Learn more ➡️ https://www.lifteconomy.com/nextsteps
I'm not going to take the easy joke and do a "the name's podcast, video game podcast" here. I'm not doing it. We Played... Euan continues running for loot in hell with Diablo 4 enters the Dark Pictures archives with Directive 8020 and begins Lego Batman: Legacy of the Dark Knight. More to come from that. Calum caved and bought into the early access of Heroes of Might and Magic: The Olden Era. We all knew he would. We both discuss 007: First Light and if IO Interactive can really pull off a more directed single player game. Spoilers, they absolutely can. Timestamps 00:10:12 - Diablo 4: Lord of Hatred 00:19:21 - Directive 8020 00:29:06 - Lego Batman: Legacy of the Dark Knight 00:32:55 - HOMAM 00:50:52 - 007: First Light 01:09:48 - Bungie is releasing the last content update for Destiny 2 on June 9th, so we talk about the long history of the series, and what could happen next with the studio. 01:31:54 - Localization team Hilltop works are releasing a patch for incredibly niche PS1 title Kowloon's Gate, and it sounds like it was a nightmare to work on. 01:33:28 - Steam Deck prices are rising substantially, because AI is screwing us all over. 01:36:33 - Upcoming and Housekeeping Intro Music - There It Is - Kevin MacLeod (incompetech.com)Outro Music - Honey Bee - Kevin MacLeod (incompetech.com)News Sting - News Intro - Maximilien (soundbible.com)All Licensed under Creative Commons: By Attribution 3.0
In Episode 308 of Where Brains Meet Beauty, Jodi Katz sits down with Michelle LeBlanc, VP Merchandising, Beauty, & Personal Care at CVS Health, to discuss the strategy behind merchandising beauty across more than 8,000 stores.Michelle shares how CVS approaches localization, balances legacy and emerging brands, and thinks about shopper behavior through the lens of speed, convenience, and accessibility. She explains why CVS sees itself as an “anti-destination” retailer, how customer feedback shapes assortments, and what today's shoppers are really asking for.The conversation also explores Michelle's 20-year career journey, her leadership philosophy centered on kindness and psychological safety, and the realities of balancing executive leadership with parenting three boys. It's a thoughtful conversation about modern retail, beauty discovery, and leading with humanity. Thanks to our partner CEW where you can discover how to accelerate your career - go to CEW.org and use code WBMB20 for 20% off your first year of membership.
Teresa Toronjo, Senior Manager of Localization and Internationalization at Malt, joins Host María Roa for a thoughtful and highly practical conversation about localization strategy, AI adoption, stakeholder engagement, and the evolving role of human expertise in global organizations.With more than a decade of experience across Europe and Southeast Asia, Teresa has built localization workflows for global brands including Workday and Malt. In this episode, she shares firsthand insights into scaling localization programs, balancing automation with quality, and ensuring localization teams remain influential across organizations during a period of massive industry transformation.00:00 - Welcome, Teresa Toronjo01:16 - AI Efficiency Gains and Human Expertise05:26 - The Metrics That Matter in Localization10:39 - Building Visibility Across Organizations16:08 - Mentorship and Professional Growth17:28 - Responsible AI Adoption in Localization28:40 - Scaling Localization Across Global Markets33:14 - Community, Teaching, and the Future of LocalizationAbout VistaTalks: VistaTalks has an incredible lineup of guests from around the globe. We love to feature interesting discussions with interesting people from all around the world. Follow VistaTalks on Spotify for all the latest episodes, or subscribe to the show on Apple and Google podcasts. VistaTalks is available on many other podcast platforms. To learn more about VistaTalks, please visit https://www.vistatalks.com Social Media: X - https://x.com/vistatalks Facebook - / vistatalks Instagram - / vistatalks LinkedIn - / vistatalks
Meet Paula, English localization lead at Square Enix in Japan. She sits down to talk to us about how she broke into the localization industry, misconceptions about game translation, what it was like to work on titles like Final Fantasy and Secret of Mana, and how she got the chance to sing for Final Fantasy XIV.--0:00 Intro0:45 Meet Paula2:11 Teaching on the JET Programme9:45 Start in localization industry14:25 Misconceptions about game localization22:37 Challenges in localization25:53 How long does localization take?27:30 Naming consistency31:42 Gaming as work vs. hobby33:15 Context when translating34:22 Translating Final Fantasy Pixel Remasters42:31 How big is the localization team?43:41 Fan reaction45:53 Other big projects at Square Enix48:31 Localization process between games49:52 Changing industry51:29 Singing/voice acting for Final Fantasy59:56 Voice director for Visions of Mana1:02:00 How to be a good translator1:04:44 Upcoming projects1:06:32 More localization misconceptions--Square Enix:https://www.square-enix.com/Follow us:https://unpacking.jp/https://www.instagram.com/unpacking_japanhttps://www.tiktok.com/@unpackingjapanhttps://www.facebook.com/unpackingjapanhttps://www.youtube.com/@unpackingjapanshortshttps://www.x.com/unpacking_japanhttps://creators.spotify.com/pod/profile/unpackingjapanSubscribe for more in-depth discussions about life in Japan! Interested in working at a global e-commerce company in Osaka? Our parent company ZenGroup is hiring! To learn more, check out https://careers.zen.group/en/
Chinese companies operating in the United States remained largely profitable last year despite geopolitical tensions, according to a recently released survey report, which also indicated improved expectations for China-US economic relations this year.近日发布的调查报告显示,尽管存在地缘政治紧张局势,去年在美经营的中国企业总体上仍保持盈利。报告还显示,受访企业对今年中美经济关系的预期有所改善。The 2026 Annual Business Survey Report on Chinese Enterprises in the United States was unveiled on Monday in Washington, DC, by the China General Chamber of Commerce-USA and the CGCC Foundation.美国中国总商会与总商会基金会于本周一在华盛顿发布了《2026年在美中资企业年度商业调查报告》。The event brought together business leaders, industry experts and others to discuss the survey findings, which revealed remarkable operational resilience among Chinese companies and a pivot toward cautious optimism for the coming year.此次活动汇聚了商界领袖与行业专家,共同探讨调查报告结果。数据显示,在美中资企业展现出卓越的经营韧性,并对未来一年持谨慎乐观态度。According to the report, 81 percent of surveyed Chinese companies in the US remained profitable in 2025, while the share of enterprises with pretax profit margins above 15 percent rose sharply from 7 percent to 21 percent over the past year.报告显示,2025年,81%的受访在美中资企业保持盈利。在过去一年中,税前利润率超过15%的企业占比从7%大幅上升至21%。The report noted that the outlook of surveyed companies for China-US relations in 2026 has improved. "In economic and trade relations, expectations of 'moderate deterioration' fell by 24 percentage points from the previous year, while expectations of 'modest improvement' rose sharply to 36 percent," it said.报告指出,受访企业对2026年中美关系的展望有所改善。“在经贸关系方面,预期‘适度恶化'的比例比上年下降了24个百分点,而预期‘略有改善'的比例大幅上升至36%,”报告称。The CGCC, which was founded in 2005, is the largest independent chamber representing Chinese business interests in the US.美国中国总商会成立于2005年,是美国最大的代表中资企业利益的独立商会。Speaking at the event, Zhang Jianyu, chairwoman of the CGCC, said the chamber's member companies have cumulatively invested more than $140 billion in the US economy, directly creating over 230,000 jobs and contributing to more than 1 million positions nationwide.美国中国总商会会长张建宇在会上表示,商会会员企业已累计对美国经济投资超过1400亿美元,直接创造超过23万个就业岗位,并为全美超过100万个就业岗位做出了贡献。Qiu Wenxing, minister and deputy chief of mission at the Chinese embassy in the US, who delivered a keynote address, underscored the need for deeper integration of the world's two largest economies.中国驻美国使馆公使邱文星发表主旨演讲,强调了全球两大经济体深化融合的必要性。Referring to the investment and employment statistics quoted by the CGCC chairwoman, Qiu said: "That is the contribution Chinese companies have already made. We can do more to help America achieve even better lives for its people."邱文星在引用该会会长所引述的投资和就业数据时表示,这是中国企业已经作出的贡献。他说:“我们可以做得更多,帮助美国人民过上更加美好的生活。”He urged US business leaders to be "quick and agile to seize the opportunity presented by China's development", particularly through the 15th Five-Year Plan (2026-30), which offers expanded market access for international investors.他敦促美国商界领袖“要敏锐果断地抓住中国发展带来的机遇”,特别是通过“十五五”规划(2026-2030年)所扩大的国际市场准入来抓住机遇。Qiu called on both Chinese and US business communities to "do the right thing instead of the politically correct thing", advocating for deeper engagement and more objective dialogue.邱文星呼吁中美两国工商界“做正确的事,而不是政治正确的事”,主张更深入的接触和更客观的对话。The relationship between China and the US is inherently mutually beneficial, and that characteristic could form the foundation for shared prosperity, he said, emphasizing that the two countries must find a common path based on "mutual respect, peaceful coexistence and mutually beneficial cooperation".他强调,中美关系本质上是互利共赢的,这种特性能够成为共同繁荣的基础。两国必须在“相互尊重、和平共处、合作共赢”的基础上找到共同的相处之道。"The world depends on a stable, sound and sustainable relationship," Qiu said, adding that efforts made by the two governments to stabilize ties are injecting "positive momentum" and certainty into business operations.“世界需要一个稳定、健康、可持续的中美关系,”邱文星说。他补充道,两国政府为稳定关系所做的努力,正为企业的经营注入“积极动能”和确定性。Pin Ni, vice-chair of the CGCC and president of Wanxiang America Corporation, said that any "decoupling" between China and the US would be disastrous for the US due to its inflationary impact.美国中国总商会副会长、万向美国公司总裁倪频表示,任何中美之间的“脱钩”都将给美国带来灾难性的通胀冲击。Amid the expectations of improved economic ties, the survey report highlighted some significant hurdles. Tariff policies remain the primary source of pressure, it said, negatively affecting 79 percent of respondents through rising costs and supply chain disruptions. Geopolitical tensions have also become a "structural ceiling" for brand building, it added.在对经济关系改善有所预期的同时,调查报告也突出了几个重大阻碍。报告称,关税政策仍是压力的主要来源,通过推高成本和扰乱供应链,对79%的受访企业造成了负面影响。报告还称,地缘政治紧张局势已成为品牌建设的“结构性天花板”。Ni stressed that successful long-term growth in the US requires a deeper commitment to localization and human capital. "Localization is not just about investing in a company; it is about investing in the local people," he said.倪频强调,要在美国实现长期成功增长,必须更加坚定地推进本土化并投入人力资本。“本土化不仅仅是对企业的投资,更是对当地民众的投资,”他说。The strategic goal of Chinese companies in the US is to become a permanent and contributing part of the local economy, he added.他补充道,在美中资企业的战略目标是成为当地经济持久且贡献的一部分。Monday's event included a panel discussion on the global rise of Chinese brands. The speakers noted that while Chinese companies make high-quality products, they need to improve their "narrative capability" in order to extend their reach.当天的活动还包括一场关于中国品牌全球崛起的专题讨论,讨论指出,尽管中国企业能生产出高质量的产品,但若要拓展全球影响力,则还需提升“叙事能力”。Crisis management and storytelling should be combined to successfully navigate local challenges, the speakers added.并且补充道,中国企业应将危机管理和讲述品牌故事相结合,以成功应对当地挑战。geopolitical tensions /ˌdʒiːəʊpəˈlɪtɪkəl ˈtenʃənz/地缘政治紧张局势China General Chamber of Commerce-USA (CGCC) /ˈtʃaɪnə ˈdʒenrəl ˈtʃæmbər əv ˈkɒmɜːs juː ˈes ˈeɪ/美国中国总商会agile /ˈædʒaɪl/敏锐的,果断的decoupling /diːˈkʌplɪŋ/脱钩navigate challenges /ˈnævɪɡeɪt ˈtʃælɪndʒɪz/应对挑战
Noah Greenberg, CEO of Stacker, joins Ross to break down how his platform distributes brand content as earned media across thousands of news publishers and why it's becoming a core part of modern SEO, digital PR, and GEO strategy. They dig into the nuances of doing syndication the right way, from canonical tags and editorial standards to why Stacker's network of 3,000+ publishers makes it a fundamentally different play than old-school link building. Noah also explains how the rise of GEO is reshaping the value of syndication, as brands discover that republishing content across hundreds of news outlets dramatically increases the surface area for LLM citations. Ross and Noah close out with a practical breakdown of what content actually performs on the newswire: proprietary data stories only your brand can tell, public data localized by geography, and well-timed "news you can use" tied to seasonal events. If you're a brand, agency, or SEO thinking about content distribution, this one is worth your full attention. Show Notes: 0:00 What Is Stacker? Distribution, Earned Media & How It Works 01:20 How Stacker Solved the Chicken-and-Egg Problem with Publishers 08:23 Google's Syndication Warning & Why Stacker Plays It White Hat 13:11 The Real SEO & GEO Value of Content Syndication 17:04 Who Is Stacker Actually a Good Fit For? (B2B vs. B2C) 22:39 Local Content, Localization at Scale & Why It Outperforms 27:17 How Stacker Scales Across 3,000 Publishers Without Oversaturating 35:35 3 Types of Content That Consistently Win on the Newswire Show Links: Follow Noah on LinkedIn: https://www.linkedin.com/in/noahg/ Stacker: https://stacker.com/ Follow Ross on X: https://x.com/RossHudgens: Subscribe today for weekly tips: https://bit.ly/3dBM61f Listen on iTunes: https://podcasts.apple.com/us/podcast/content-and-conversation-seo-tips-from-siege-media/id1289467174 Listen on Spotify: https://open.spotify.com/show/1kiaFGXO5UcT2qXVRuXjsM Listen on Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9jT3NjUkdLeA Follow Siege on Twitter: http://twitter.com/siegemedia Follow Ross on Twitter: http://twitter.com/rosshudgens Directed by Cara Brown: https://twitter.com/cararbrown Email Ross: ross@siegemedia.com #seo | #contentmarketing
In episode 570 of 'Coffee with Butterscotch,' the brothers get into the messy final stretch of shipping How Many Dudes, where winding down development and winding up publishing have to happen at the same time. They break down why localization turns a simple task like screenshots into a sprawling multi-platform nightmare, and what it actually takes to coordinate QA, store pages, and platform partners when the clock is ticking. It's a look at why the last 97 days before launch can feel just as chaotic as the first.Support How Many Dudes!Official Website: https://www.bscotch.net/games/how-many-dudesTrailer Teaser: https://www.youtube.com/watch?v=IgQM1SceEpISteam Wishlist: https://store.steampowered.com/app/3934270/How_Many_Dudes00:00 Cold Open00:16 Introduction and Welcome01:50 Navigating Game Development and Marketing04:38 The Final Push to Launch07:57 Balancing Development and Publishing10:47 The Complexities of Localization and Platform Integration16:41 The Complexity of Screenshot Requirements19:21 Parallel Development Challenges22:29 Automating Screenshot Processes26:34 The Role of Publishers in Development30:26 Navigating Platform-Specific Requirements36:55 The Challenges of Marketing and Publishing42:54 Lessons from Larger Organizations46:40 The Risks of Outsourcing and Finding the Right Partners53:58 Balancing Internal and External Resources59:51 Looking Ahead to Launch and Final PreparationsOther things mentioned:Sam giving a talk in Chris Zukowski's “How to Market a Game” conference on Thursday, April 30th, at 10am EST:https://howtomarketagame.com/inside/To stay up to date with all of our buttery goodness subscribe to the podcast on Apple podcasts (apple.co/1LxNEnk) or wherever you get your audio goodness. If you want to get more involved in the Butterscotch community, hop into our DISCORD server at discord.gg/bscotch and say hello! Submit questions at https://www.bscotch.net/podcast, disclose all of your secrets to podcast@bscotch.net, and send letters, gifts, and tasty treats to https://bit.ly/bscotchmailbox. We also built Ludokit, a tool for managing store pages, promo art, localization, achievements, credits, fonts, change logs, and more. Check it out at https://ludokit.com!Finally, if you'd like to support the show and buy some coffee FOR Butterscotch, head over to https://moneygrab.bscotch.net. ★ Support this podcast ★
Season 14 Prologue In this prologue episode for season 14 I talk about translation, localization, and the different English language versions of The Legend of Zelda: Spirit Tracks. Legendary Adventures is a Legend of Zelda playthrough podcast. I'm exploring the evolution of the Zelda game series by playing through each game in release order, excluding spin-off releases. Follow Legendary Adventures on social media. Facebook: https://www.facebook.com/LegendaryAdventuresPodcast Instagram: https://www.instagram.com/legendaryadventurespod/ Youtube: https://www.youtube.com/@legendaryadventurespod Sources: https://tinyurl.com/localizationtrials https://tinyurl.com/warmtips https://tinyurl.com/mp8recall https://tinyurl.com/leslieswanintv https://tinyurl.com/insidetreehouse https://tinyurl.com/ninpow136 https://tinyurl.com/nwrtreehouse https://tinyurl.com/4sex7y8e https://tinyurl.com/35m7ywmu The Legends of Localization Vol. 1 by Clyde Mandelin pg. 69 https://tinyurl.com/tfhdoge https://tinyurl.com/iwataaskslozst https://tinyurl.com/tfhcuttingroom https://tinyurl.com/STcuttingroom https://tinyurl.com/kaialoneintro https://tinyurl.com/kaialoneprologue https://tinyurl.com/kaialonezeldabody https://tinyurl.com/kaialonebyrnebattle
In this episode of UNSCRIPTED, host Sarah Nicastro recaps the key insights, standout sessions, and pivotal conversations from Field Service Next West 2026 in San Diego.From balancing globalization and localization to redefining the service value proposition, this episode explores how industry leaders are navigating the intersection of technology innovation, talent transformation, and culture-driven leadership. Sarah shares her personal reflections from the event, highlighting the themes that will shape the future of field service.
Paul Carr, CEO of Welo Global, joins SlatorPod to talk about the company's strategic repositioning, continued AI investment, and evolving demand in the language solutions industry.Paul notes that the company has narrowed its focus to a few core areas and reorganized around client segments. He adds that client centricity and specialization have been central themes, alongside increased investment in AI and data engineering.The CEO highlights that two-thirds of Welo Global's revenue now comes from outside of traditional localization departments. He says the business increasingly serves content owners such as legal teams, clinical managers, and AI labs.Paul describes the launch of Welo Global as a branding shift to reflect this broader scope. He explains that the new structure includes five client-facing brands tailored to specific industries and use cases, including Welocalize, Welo Data, Welo Life Sciences, Park IP, and Adapt.The CEO emphasizes that AI has driven major change, particularly through the development of the company's Opal platform. He says the system delivers significantly higher-quality output than traditional machine translation by using agentic workflows and enterprise-specific data.Paul argues that localization ROI is difficult to isolate because it is usually part of broader investments like sales and marketing. He suggests simplistic ROI models risk undermining credibility.He concludes that demand remains strong and success will depend on adapting quickly, building new capabilities, and maintaining a culture that embraces continuous change.
In this episode of the Crazy Wisdom Podcast, host Stewart Alsop sits down with Lucas McKenna, Director of Europe at Point One Navigation, for a wide-ranging conversation about the future of robotics and autonomous systems. They cover topics including the SLAM algorithm and how robots map and position themselves in the world, the role of GPS and sensor fusion in precise localization, swarm robotics and the debate between centralized and decentralized robot intelligence, the differences between urban and rural robotics applications, specialized versus general-purpose robots, the business models around robot ownership and rental, and how autonomous mobility is taking shape differently in Europe versus the United States. They also touch on the cultural implications of robots becoming a fixture in everyday life and what it might mean for human community and connection.Show Notes- Lucas McKenna on LinkedIn: https://www.linkedin.com/in/lucas-mckenna-79269053/- Point One Navigation: https://pointonenav.comTimestamps00:00 - Stewart introduces Luca McKenna from Point One Navigation, diving into robotics and the SLAM algorithm for simultaneous localization and mapping.05:00 - Luca explains swarm robotics, where multiple robots share environmental data, building collective maps that improve positioning accuracy over time.10:00 - Discussion shifts to urban versus rural robot deployment, covering drone delivery limitations, obstacle avoidance challenges, and skyscraper navigation complexity.15:00 - Luca distinguishes specialized versus general-purpose robots, predicting purpose-built machines like seed planters and window washers will dominate near-term deployment.20:00 - Stewart raises unstructured visual data challenges, drawing parallels to AI text processing, while Luca details GPS infrastructure layers enabling precise robot positioning.25:00 - Consumer robot visibility discussed, including Waymo expansion, autonomous delivery robots, and geographic limitations of current self-driving services.30:00 - Robot ownership versus rental models explored, touching on rare earth mineral costs, Chinese supply chains, and economic barriers to personal robot ownership.35:00 - Luca explains state estimation systems using GPS satellites, accelerometers, and gyroscopes working together, contrasting fundamental mathematics against machine learning approaches.40:00 - Sensor fusion parallels between smartphones and autonomous vehicles revealed, explaining how phones mirror car navigation systems at reduced accuracy and cost.45:00 - Conversation concludes examining robots impact on community culture, with Luca advocating autonomous public transit over individualist robotaxis to strengthen human connection.Key Insights1. SLAM is foundational to robot navigation. Simultaneous Localization and Mapping (SLAM) allows robots to map their environment and position themselves within it using computer vision and LiDAR sensors. Unlike humans, who instinctively understand their surroundings, robots require precise algorithmic systems to avoid obstacles and navigate safely.2. GPS and sensor fusion solve the positioning problem. Robots combine absolute sensors like GPS with relative sensors like accelerometers and gyroscopes to maintain accurate positioning. In challenging environments like tunnels or dense cities, these sensors compensate for each other, ensuring continuous and reliable location data.3. Swarm robotics enables collective environmental intelligence. When one robot maps a new area, that data becomes available to all connected robots. This decentralized-yet-centralized model means the entire fleet benefits from each individual robot's experience, continuously improving map quality and navigation precision.4. Specialized robots will dominate before general-purpose ones. Rather than multipurpose humanoid robots, the near-term future favors robots designed for single tasks—delivering food, planting seeds, or drawing lane lines—because the economics and technical bar are far more achievable than building versatile machines.5. Urban, suburban, and rural environments demand different robotic solutions. Open skies in rural areas make GPS-based drones effective, while dense cities require complex sensor stacks. European approaches favor autonomous public transit, while American models lean toward individual robotaxi services.6. Robots will largely be rented as services, not owned. The high cost of hardware, rare earth minerals, and the extensive data required for safe operation makes personal robot ownership impractical for most consumers. Business models will resemble subscription or usage-based services.7. Fundamental mathematics still outperforms machine learning for positioning. Despite AI advances, state estimation systems rely on proven mathematical formulas rather than transformer-based models, which currently underperform classical methods in 3D reconstruction and precise localization tasks.
In this episode of the Crazy Wisdom Podcast, host Stewart Alsop sits down with Lucas McKenna, Director of Europe at Point One Navigation, for a wide-ranging conversation about the future of robotics and autonomous systems. They cover topics including the SLAM algorithm and how robots map and position themselves in the world, the role of GPS and sensor fusion in precise localization, swarm robotics and the debate between centralized and decentralized robot intelligence, the differences between urban and rural robotics applications, specialized versus general-purpose robots, the business models around robot ownership and rental, and how autonomous mobility is taking shape differently in Europe versus the United States. They also touch on the cultural implications of robots becoming a fixture in everyday life and what it might mean for human community and connection.Show Notes- Lucas McKenna on LinkedIn: https://www.linkedin.com/in/lucas-mckenna-79269053/- Point One Navigation: https://pointonenav.comTimestamps00:00 - Stewart introduces Luca McKenna from Point One Navigation, diving into robotics and the SLAM algorithm for simultaneous localization and mapping.05:00 - Luca explains swarm robotics, where multiple robots share environmental data, building collective maps that improve positioning accuracy over time.10:00 - Discussion shifts to urban versus rural robot deployment, covering drone delivery limitations, obstacle avoidance challenges, and skyscraper navigation complexity.15:00 - Luca distinguishes specialized versus general-purpose robots, predicting purpose-built machines like seed planters and window washers will dominate near-term deployment.20:00 - Stewart raises unstructured visual data challenges, drawing parallels to AI text processing, while Luca details GPS infrastructure layers enabling precise robot positioning.25:00 - Consumer robot visibility discussed, including Waymo expansion, autonomous delivery robots, and geographic limitations of current self-driving services.30:00 - Robot ownership versus rental models explored, touching on rare earth mineral costs, Chinese supply chains, and economic barriers to personal robot ownership.35:00 - Luca explains state estimation systems using GPS satellites, accelerometers, and gyroscopes working together, contrasting fundamental mathematics against machine learning approaches.40:00 - Sensor fusion parallels between smartphones and autonomous vehicles revealed, explaining how phones mirror car navigation systems at reduced accuracy and cost.45:00 - Conversation concludes examining robots impact on community culture, with Luca advocating autonomous public transit over individualist robotaxis to strengthen human connection.Key Insights1. SLAM is foundational to robot navigation. Simultaneous Localization and Mapping (SLAM) allows robots to map their environment and position themselves within it using computer vision and LiDAR sensors. Unlike humans, who instinctively understand their surroundings, robots require precise algorithmic systems to avoid obstacles and navigate safely.2. GPS and sensor fusion solve the positioning problem. Robots combine absolute sensors like GPS with relative sensors like accelerometers and gyroscopes to maintain accurate positioning. In challenging environments like tunnels or dense cities, these sensors compensate for each other, ensuring continuous and reliable location data.3. Swarm robotics enables collective environmental intelligence. When one robot maps a new area, that data becomes available to all connected robots. This decentralized-yet-centralized model means the entire fleet benefits from each individual robot's experience, continuously improving map quality and navigation precision.4. Specialized robots will dominate before general-purpose ones. Rather than multipurpose humanoid robots, the near-term future favors robots designed for single tasks—delivering food, planting seeds, or drawing lane lines—because the economics and technical bar are far more achievable than building versatile machines.5. Urban, suburban, and rural environments demand different robotic solutions. Open skies in rural areas make GPS-based drones effective, while dense cities require complex sensor stacks. European approaches favor autonomous public transit, while American models lean toward individual robotaxi services.6. Robots will largely be rented as services, not owned. The high cost of hardware, rare earth minerals, and the extensive data required for safe operation makes personal robot ownership impractical for most consumers. Business models will resemble subscription or usage-based services.7. Fundamental mathematics still outperforms machine learning for positioning. Despite AI advances, state estimation systems rely on proven mathematical formulas rather than transformer-based models, which currently underperform classical methods in 3D reconstruction and precise localization tasks.
Ben Faes, CEO of RWS, joins SlatorPod to talk about the markets' perceptions of LSIs, the company's AI strategy, and how RWS is repositioning itself for long-term growth.Ben positions RWS as a technology-led partner helping enterprises operate globally, from enabling multilingual communication to protecting intellectual property and improving market understanding.The CEO highlights the rapid acceleration of innovation and the democratization of AI, where individuals and companies can now build and deploy solutions at unprecedented speed. He argues that the real opportunity lies in using these capabilities more effectively, rather than applying them to low-value tasks.He describes the partnership with Cohere as a fundamental shift, with RWS integrating Cohere's models into its Language Weaver Pro platform, moving beyond traditional, segment-based translation toward context-aware, LLM-driven solutions.Beyond translation, Ben sees strong growth in AI data services, especially in areas like cultural intelligence and multimodal training, where human expertise remains critical. Internally, RWS has reorganized into three divisions — Generate, Transform, and Protect — to better align with customer needs, buyer personas, and evolving use cases.Despite short-term uncertainty, Ben remains optimistic, noting that new AI-driven services and products account for a growing share of revenue and signal how quickly the market is evolving.
Late-stage localization is where timelines fall apart and “can you just shorten it?” turns into a survival tactic. In this episode, Pablo Lloreda, Manager of Localization and Accessibility at Roku, breaks down a more sustainable approach: shifting left and embedding localization directly into the design phase, long before code hardens and options disappear.
• Intro 0:00• Nintendo Announces New Game Price Structure 3:30• PS5 Gets Another Price Hike 12:49• Backlog 28:14• Ocarina of Time Remake and New Star Fox Rumored 35:50• Star Fox Confirmed for Mario Galaxy Movie 55:00• How to Pronounce Mario, According to Chris Pratt 1:03:00• Xbox Partner Preview – March 26 1:10:00• Rarest Platinum Trophy Finally Achieved 1:16:15• Toby Fox Explains Lack of Localization 1:18:55• MindsEye Devs Add Mission Claiming Sabotage Evidence 1:22:11• TWEET OF THE WEEK 1:25:55• Q&A 1:28:✴️ PATREON https://www.patreon.com/cw/WULFFDENPodcastOriginally Streamed on March 31, 2026
Jessica Powell, CEO of AudioShake, joins SlatorPod to talk about how AI-powered audio separation is making audio more usable for both human and machine workflows, and enabling new use cases across localization, broadcasting, and media production. Jessica emphasizes that early traction came from the music industry, particularly in areas like sync licensing and remixing. However, the company's expansion into film and television happened organically as new use cases emerged.The CEO explains that AudioShake's core technology uses source separation to break complex audio into individual components such as dialogue, music, and sound effects. She describes how this allows users to gain precise control over audio for tasks like editing, transcription, and multilingual dubbing.In localization, Jessica highlights how separating dialogue from music-and-effects (M&E) tracks enables both traditional dubbing and AI-assisted workflows, particularly for legacy content where original stems are unavailable.Beyond localization, Jessica underscores the importance of clean audio inputs for speech recognition systems. In noisy environments like sports broadcasts or unscripted content, separating dialogue before transcription significantly improves accuracy.Jessica also reflects on the broader AI landscape, noting that the rise of generative AI has increased awareness of audio as a critical modality. However, she distinguishes AudioShake's work as non-generative, focused on extracting structure rather than creating new content.The CEO discusses the current funding environment in the Bay Area and how the investor narrative has evolved leading up to AudioShake's late 2025 Series A.Looking ahead, Jessica points to real-time processing and copyright-compliant audio editing as key areas of innovation, as the company continues to expand its role in media and AI ecosystems.
Winning the AI Trust Race Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this compelling discussion from the Ultimate Partner Winter Retreat, Vince Menzione sits down with Marc Monday of ServiceNow and marketing expert Ashleigh Vogstad to deconstruct the “tectonic shifts” currently hitting the tech industry. As the market moves from AI excitement into a period of “POC fatigue,” the conversation pivots to the essential groundwork required for success: clean data, governed workflows, and the transition from an attention economy to a trust-based machine economy. They explore how Gen Z's massive spending power is reshaping marketplaces and why simply automating a 27-step bad process with AI is a recipe for failure. Whether you are a partner manager or an entrepreneur, this episode provides a roadmap for staying human in a machine-to-machine world. Key Takeaways The market is experiencing “POC fatigue,” making it critical to transition from experimental AI to real-world value driven by central databases and knowledge graphs. ServiceNow is shifting focus toward “Control Tower” solutions to govern and orchestrate how various AI agents interact with mission-critical data. We are moving from a human-centric “attention economy” to a “trust economy” where machines make high-stakes decisions on behalf of users. Automating an existing 27-step approval process without rethinking the workflow first results in an “automated bad process” rather than a solution. By 2030, 75% of B2B buyers will be Gen Z, a demographic that favors authentic voices and direct-to-fan platforms like Substack over traditional channels. Hyperscaler partnerships are becoming essential “third-party validation” layers that allow AI agents to verify a company's win rates and credibility. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags ServiceNow, Marc Monday, Ashleigh Vogstad, Ultimate Partner, AI Fatigue, Agentic AI, Control Tower, Trust Economy, Knowledge Graph, Workflow Engine, Gen Z B2B, Marketplace, Hyperscalers, Machine-to-Machine, Data Governance, POC Fatigue, Substack, LinkedIn, Digital Transformation, Co-Selling, Partner Programs, ERP Intelligence, Uncanny Valley, Marketing Lag, Shared Business Planning. Transcript Ashleigh and Marc Monday Audio Episode [00:00:00] Ashleigh Vogstad: But the reality is, if you’re not using AI in a very meaningful way in your sales and marketing functions of your businesses, I mean you’re just way behind. [00:00:13] Vince Menzione: We just finished Ultimate Partners Winter Retreat here in beautiful Boca to a sold out crowd. Come join me now for a compelling discussion on the impacts of the tectonic shifts we’re all seeing. Maybe just a second about roles and responsibilities. Most of you know Ash from previous, uh, things you’ve been doing with us. [00:00:34] Vince Menzione: But, but maybe for you, Martin, this is your first time. [00:00:36] Marc Monday: Where should I [00:00:37] Vince Menzione: look there? Alternate partner. Their lives [00:00:38] Marc Monday: there? [00:00:39] Vince Menzione: Uh, yeah, over here is good. Either one. [00:00:41] Marc Monday: Look over there. Which would you prefer? [00:00:43] Vince Menzione: Um, this is good. [00:00:44] Marc Monday: Great. It’s, [00:00:45] Vince Menzione: and, but right now I’m just asking you for everybody, tell everybody who you are in your role. [00:00:49] Vince Menzione: ’cause you just shifted roles at ServiceNow. It’s [00:00:51] Marc Monday: true. It’s true. Hello everyone. My name is Mark one day and I lead the America’s partner business, uh, partner sales business at ServiceNow today. And effective Monday I’ll lead the global partner team. Uh, Jen Odes, who’s been on the podcast. Yes. She’s been and I are switching roles. [00:01:07] Marc Monday: Jen’s gonna go run the patch and I’m gonna run the programs, uh, effective next week. [00:01:11] Vince Menzione: That’s fantastic. [00:01:12] Marc Monday: And I live in Seattle. [00:01:15] Vince Menzione: You live in Seattle. Yeah. And you made the trip out here. I really appreciate that. It’s a long journey. And Vancouver or Whistler? So both of you came from the, from the West coast. [00:01:23] Marc Monday: This may be the first snowboarding panel in history of ultimate partner. [00:01:29] Ashleigh Vogstad: I liked the question earlier. Somebody asked, did anyone leave the snow to be here? It was literally a blizzard. I did not know if I would make it driving at 4:00 AM to the airport in a total whiteout. [00:01:41] Marc Monday: You’re getting zero sympathy from me Live in Whistler. [00:01:44] Vince Menzione: So, so Service now has been, uh, I would say on the forefront of this AI thing. I mean, like you were early in and control towers, that I always get the, the nomenclature wrong, but I do feel like we are seeing some, a level of fatigue right now. And I keep seeing, I mean, it feels like every, we’re getting whiplashed at least the last few weeks. [00:02:03] Vince Menzione: Are you seeing that? And what are the two or three biggest blockers you’re seeing now in the market? [00:02:10] Marc Monday: I think there’s, there’s a lot of excitement obviously in the marketplace, but there is a bit of AI fatigue. There’s a POC fatigue, I think that’s going on. I think the reality is we have to make AI real, and the reality is it starts with good data, uh, a, a central, uh, a database, and really making sure that that’s extensible through a knowledge graph. [00:02:31] Marc Monday: And then that provides us the ability to identify that workflow. Then importantly, um, making it real and, and as fast as possible. And I think that’s really important for the customer. One of the value props of ServiceNow, of course, is that we’ll meet the customer where they are with whatever their estate has, [00:02:47] Vince Menzione: right? [00:02:47] Marc Monday: So any hyperscaler, any workload, any core dataset, um, any LLM and, um, our history is as a workflow engine, and so we can bring that level of knowledge to their business. And then importantly, we bring together the governance and orchestration from a control tower perspective. [00:03:08] Vince Menzione: Nice. Ash had perspective on this, on the kind of the whiplash we’ve been feeling. [00:03:13] Vince Menzione: From From the marketing agency side? [00:03:15] Ashleigh Vogstad: Yeah. I mean, what comes to mind is the Miriam Webster dictionary said that LOP is the 2025 Word of the Year lop and Satchin Nadella actually came out with some press immediately following on that, saying that essentially that LOP is an exactly a useful construct to be having a conversation around the future of media. [00:03:37] Ashleigh Vogstad: But I think what this is pointing to is just we’re all navigating. Exactly how much AI is good ai, and maybe we will get into a little bit later, but what is the difference between selling to a human being and selling to a machine? Um, and really when we’re getting into this age agent landscape, it’s much more about that machine to machine conversation. [00:04:01] Ashleigh Vogstad: It’s not necessarily. Human eyeballs on recommendation links that is paid for by advertising. It’s more of a trust economy actually, where machines wanna be able to make decisions on our behalf with high trust so that you continue to enable that machine to make those decisions for you. [00:04:22] Vince Menzione: We talked about the data. [00:04:23] Vince Menzione: I thought we’d double click a little bit on that. In fact, that point it would normally have been here, but because of the snow wasn’t able to, they focus in on this governance and this data element. I was thinking maybe we could talk a little bit about that, because it doesn’t seem like AI will work properly if we don’t have the data to stay governed and clean, right? [00:04:42] Marc Monday: I think this is the amazing opportunity for the partners out there. They do this already. This is one of those assessments that’s so quick and not easy, but clear to deliver a value prop as a partner. Let’s get you ready for ai. Let’s make sure that we’re ensuring that your data’s in a extensible in a way across, uh, some sort of knowledge graph that can be accessed across a number of different, um, use cases. [00:05:09] Marc Monday: And oftentimes that’s multiple data sets. And so how do you get those columns and rows organized in a way that’s extensible for an agent, that we’re basically asking to do something that is an unique opportunity for partners right now. And I, I think that we maybe missed that step. So I see what I see happening right now is we’ve gotta come back to that as a starting point for the partners. [00:05:31] Vince Menzione: Let’s talk about agent ai or you also have orchestration AI as well. I wanna talk about their, your new service platform specifically, but maybe if you could double click with this on that. [00:05:42] Marc Monday: Well, I think that, you know, everyone is kind of trying to figure out how do we get there and who’s gonna orchestrate and govern what AI agent is calling on, what data set at what time, and what sequence. [00:05:54] Marc Monday: You may have a mission critical application that needs to have immediate access, and you may have other agents that have casual access. How do you control that in a meaningful way is gonna be become increasingly important. So we have the idea of this product that we call control tower. The control tower gives you the ability to manage that orchestration as well as the governance. [00:06:14] Vince Menzione: Any perspective on this? [00:06:17] Ashleigh Vogstad: I think I’ll share the perspective. As an entrepreneur, I know many people here represent. Companies that are our clients and are, are massive in scale and, and hyperscalers. But I think there are some people in the room who are running their own organizations. I think when I came out, Vince asked, you know, Ash growth mindset, how are you actually living this? [00:06:36] Ashleigh Vogstad: And we’re going through a journey in my business right now around what are all of the data sources that we have and how can we get that into an enterprise resource planning type system so that we can then overlay more intelligence. And that’s kind of where we’re at in the, it’s funny ’cause when you look at those maturity curves, they try and fit you in a box. [00:06:57] Ashleigh Vogstad: Nobody here likes being in a box. Um, and we’re in a corner. Yeah. In some ways it’s like we’re in that agentic box. I built an agent last week, funny enough for Microsoft actually, um, an executive comms agent, but in one hand we’re on that end and on the other, our data’s a mess and we really can’t apply a lot of intelligence to the majority of the data sources within our organization. [00:07:20] Ashleigh Vogstad: So we’re getting that all together right now. [00:07:22] Vince Menzione: When you came out, we talked a little bit, you were, you were mentioning having an advertising agency, marketing agency. The changes that are going on right now. Right? The attention economy and the trust economy. And I thought maybe you could double click with us on that. [00:07:35] Vince Menzione: ’cause that’s, uh, very interesting to see this shift. [00:07:39] Ashleigh Vogstad: It’s a huge shift. So, uh, 1964 Canadian philosopher, Marshall McCluen, he comes out and he says The medium is the message. [00:07:49] Audience Question: Yeah. [00:07:49] Ashleigh Vogstad: And so you wanna think about how is agenta a different medium and what are the biases that this medium inherently has? So in my media world, you know, you get these storytelling tools rolling out at Speed Chat, GBT, soa, and in the beginning they’re really at that low end of the curve. [00:08:08] Ashleigh Vogstad: You know, they can produce a shitty first draft, uh, but the content that they’re creating is really low emotional resonance. If you take kind of a neuroscientist perspective on this, and I’m definitely not a neuroscientist, but the part of your brain that’s responsible for that pattern recognition, your cortical sal circuit, that’s what’s kicking in. [00:08:29] Ashleigh Vogstad: And when you’re looking at, say, an advertisement, you’re starting to think, you know, is what I’m looking at actually commensurate with what I expect to see? And when it’s not, you can trigger that what psychologists call your uncanny valley. Now some will argue that on County Valley is really diminishing these days because AI generated media is getting better and better. [00:08:52] Ashleigh Vogstad: And I do think that it’s something you want to lean in, but you also wanna think intelligently around how you’re using this new medium and exactly what its, what its biases are. [00:09:03] Vince Menzione: Is that the gut syndrome? Like when you feel something in your gut? Is that what you described? [00:09:07] Ashleigh Vogstad: Yeah. Yeah. I mean, the classic example is Coca-Cola. [00:09:10] Ashleigh Vogstad: So 2024 Coca-Cola rolled out their very nostalgic for many of us holiday campaign, and they decided to use tools like Luma Dream Machine to make this whole Santa Claus North Pole, but AI generated universe. And it had that classic stuff around, you know, six fingered people and it gave you this. Kind of creepy post-apocalyptic vibe and the campaign completely tanked in market. [00:09:37] Ashleigh Vogstad: Or more recently, last year, mango rolled out a new fashion line Mango’s a huge global fashion retailer. They rolled out a new fashion line, and in their advertisements they had AI generated models and AI generated clothing. Like to sell a real line. So, you know, you, you have to really be thinking about, again, when we come to an attention economy based on human beings or a machine economy based on trust, many of these companies are still selling to us human beings. [00:10:09] Ashleigh Vogstad: And I, I think they can forget that at times. [00:10:12] Vince Menzione: So what’s your guidance to customers today and to this audience and viewers watching us today from a go-to market motion? In this world of ai, like what? What are you telling? What? How are you counseling these organizations? [00:10:25] Ashleigh Vogstad: You need to have an authentic voice. [00:10:27] Ashleigh Vogstad: We, we’ve heard this a million times, so I’ll try and put a bit of a, a different spin on it at platforms direct to fan platforms, things like Substack. Substack grew 48% last month. I mean, we are seeing this skyrocket, and that’s a new channel where you can have an authentic voice. Many people in this room, myself included, we live on LinkedIn as the business to business platform. [00:10:50] Ashleigh Vogstad: Consider expanding out into, into a new channel, um, would be one of my recommendations. Interesting. [00:10:57] Vince Menzione: Any, anything else from, uh, what you developed or what you use and ai and what do you, what, what tools do you recommend they use and what. [00:11:06] Ashleigh Vogstad: There. [00:11:06] Vince Menzione: Yeah. [00:11:06] Ashleigh Vogstad: What are we seeing with our, so I can give this example of this executive comms agent that we built. [00:11:12] Ashleigh Vogstad: Or even part, yeah, we’re building agents all the time, so what we try to do is think about what is our customer seeking to solve. We heard a lot today about outcomes, and then we challenge an AI first lens, which is how can we build something with AI to make this easier, better, faster, more creative? We’ll even do things, we’re a marketing agency, so we’ll even do things like beat the bot, pitch competitions. [00:11:37] Ashleigh Vogstad: So this is where you’re inviting your agent into the room and you’re asking it to put the pitch together, say for ServiceNow and Microsoft, and what can it come up with? And then we put it in a room of human beings and see who can out pitch. Bot, um, and come up with a more novel, creative idea. But the reality is, if you’re not using AI in a very meaningful way in your sales and marketing functions of your businesses, I mean, you’re just way behind. [00:12:07] Ashleigh Vogstad: And I see it a bit more advanced in all honesty and sales because I think some of your large. Organizations push the AI down to the sellers. Mm-hmm. Um, so they’re somewhat forced to use it, but in marketing, I’m still seeing a real lack, which is funny since generative AI came out in 2022 and everybody thought the marketing function was the one to really be disrupted and displaced. [00:12:30] Ashleigh Vogstad: I do think your marketing teams need to be leaning in more. [00:12:35] Vince Menzione: We were talking about trust earlier. I wanna weave this into the conversation. Right. How do, how do you. How do you think through trust and applying trust in the area I world, I’ll ask you both this question under service. Now think about it. How do you think about it or transcend? [00:12:54] Marc Monday: Maybe I’ll take a step back. I, I think just to kind of go back to the previous question, I think we’re in this age of massive complexity. Incredible complexity. Nina said it earlier, the customers kind of want us to tell them what to do. What are the steps? We’re at this dichotomy of this level of complexity that’s almost unimaginable and we have to make it simple. [00:13:18] Marc Monday: I think that’s the first one. And then that, that is put up against this notion of we have to go incredibly fast ’cause the market’s moving faster than we can even understand it. [00:13:28] Vince Menzione: Yeah. [00:13:29] Marc Monday: And then we have to add on this veneer, and this is where the partner community becomes so important of how do we scale? [00:13:35] Marc Monday: So how do you take simplicity, speed, and scale and bring it to market? It starts with the data, of course it starts with the workflow, but I might just take a giant step back and say one of the things that another partner opportunity you might run to really consider is automating a bad process, even with AI is still a bad process. [00:13:58] Marc Monday: So again, a partner opportunity is, let’s zoom back out and say if your approval. Takes 13 steps in 27 days, building an AI process around that. Without rethinking it might not be the right solution. So I think part of it is also like rather than just dictating all of the steps, part of it, to the point of telling the customer the steps is getting them to participate in that conversation. [00:14:29] Marc Monday: Why do you have 27 approval layers? Well. It’s the most dangerous thing in the language. It’s because we’ve always done it that way. Well, what if we did it differently? Yeah. And so I think that’s an area where the trust is a two-way street and you can’t just the part, the customer shouldn’t just outsource all of their decision making to you. [00:14:50] Marc Monday: At the same time, you have to bring them into that discussion of what are you trying to accomplish and what is your, um, risk appetite relative to that. [00:15:02] Ashleigh Vogstad: Yeah, that, that’s great, mark. I mean, trust is a really important conversation. I think about the Amazon versus Perplexity lawsuit right now that some are headlining the end of commerce. [00:15:14] Ashleigh Vogstad: Um, and so really this precedent setting case, what this is about is perplexity. Essentially is disintermediating the Amazon platform. So you know it’s making purchase decisions on your behalf, so, so this idea of trust in the agent world is something I think about a lot. And how do you optimize trust for this agentic world? [00:15:36] Ashleigh Vogstad: The professor I was mentioning, Eric Zow, who has this attention economy and the trust economy for agents where my research is leaning in is really around what is the hyperscaler layer on top of that. My working theory is that hyperscaler partnerships are just gonna become more important because the machines need to verify via trusted third party data sources what it is that you’re up to. [00:16:02] Ashleigh Vogstad: So how many deals have you done? Uh, what is your win rate percentage? This kind of information is incredibly valuable to the agent world, and so I think we’re gonna see an. Increasing lean in to these third party validation co-selling systems like partner center. [00:16:22] Marc Monday: I mean, just to add onto yeah. This idea, I mean, we do talk a lot about trust, but attention is probably underserved if I think about the role of a partner manager or an alliance director, it’s all about the trade-offs of what am I gonna spend my time on today? [00:16:37] Marc Monday: And you’re being pulled in a million directions, and I dunno about you, but it’s probably 900 to 10,000 unread emails and maybe you’ll respond to your immediate messages and if something happens, you’ll respond in in text. Part of it is also delineating between the busyness and the impact, and I think a lot of that’s also part of this discussion of how do we get focused on the outputs that matter. [00:17:02] Marc Monday: Really helping the customer get there through that discussion, which again goes back to it has to be a dialogue with the customer rather than just, this is the solution. Here’s our SOW. We’ll see you in six months. [00:17:14] Vince Menzione: Agree. We have a couple extra minutes. I was thinking of maybe opening it up for you. Any questions? [00:17:19] Vince Menzione: We have a mic in the back and I’m sure people have questions about this topic is, is fascinating to me and I wanna make sure that we’ve covered any of the questions we have. We have one right in the front from Shannon. [00:17:30] Marc Monday: Send the hard [00:17:31] Vince Menzione: questions over there. Not Yes. I’ll take the Easy books. Yeah. [00:17:36] Audience Question: You referenced marketing lag. [00:17:38] Audience Question: I think all of us would love to see marketing leading. [00:17:41] Ashleigh Vogstad: Yes. [00:17:42] Audience Question: Um, so how are you infusing within your marketing team at different levels around content creation? Um, there’s so much, uh, ego right on being a graphic designer or an editor, a copy editor that they. The human inflation in that conversation is a, is a hard thing to get them over. [00:18:02] Audience Question: And now AI can help this. How are you? [00:18:04] Ashleigh Vogstad: Yeah, let’s have a conversation after. But you just brought up a funny No, I’m gonna answer as well, but you brought up, brought up a funny, uh, conversation we had internally, just in the last 24 hours we’re interviewing for a new creative director and one of our candidates said, yes, but I don’t do Figma. [00:18:20] Ashleigh Vogstad: I’m not a UX person. I just laughed and I said, you know, the day is coming where It’s a designer, it’s a UX person, it’s a project manager, a program manager, a copywriter. You know, AI is condensing a lot of roles in that way. So I think being multidisciplinary in your skillset is, um. Is quite valuable, but I’ll also take this into a hyperscaler direction and say, no. [00:18:46] Ashleigh Vogstad: Here audiences, 75% of it buyers are going to be Gen Z by 2030. They have 12 trillion in spending power. I was in Silicon Valley yesterday, uh, helping a customer with a wind story. They did a $12 million transaction through Marketplace. Now that’s very impressive, but it would’ve been more impressive two years ago. [00:19:06] Ashleigh Vogstad: There are more and more, 10 million plus. Deals happening through marketplace. And so if you look at that Gen Z and start to understand them and their buying behavior, like another example is, I think it’s 80%, no, no half, sorry, half of Gen Z last month made a purchase via Instagram, TikTok, or YouTube. They are used to making these online transactions and average purchase price is going up. [00:19:35] Ashleigh Vogstad: You know, $500,000 plus is starting to be the average in some of these enterprise selling platforms. So as a marketing team, how are we kind of going in and leading the marketplace? Conversation I think is really critical and there’s technical elements to that. [00:19:52] Marc Monday: Maybe the caveman view of that would be, um, the other side, which is I think someone earlier said, we have to know where our customer is at. [00:20:00] Marc Monday: And a lot of our, we are very lucky. We live in this very insular tech bubble and we’re thinking about, you know, where we are 10 years from now and the customer’s gonna are gonna get there eventually, and it’s gonna happen faster. But I would say in marketing, I mean the two easiest use cases right now are around localization. [00:20:16] Marc Monday: Language localization and then specific market localization, like we don’t have to solve world hunger right now. There are some steps and those steps are some of the easy things. Localization probably is a big component of your marketing budget. That’s something that you can get really good, really fast language localization, addition market localization. [00:20:35] Marc Monday: This market is a healthcare market. This market is an SMB market. Those are two areas where that through partner marketing motion can to get accelerated very quickly and has a tremendous ROI. [00:20:47] Vince Menzione: Yeah. Great one. Nina, you had a question [00:20:50] Audience Question: three Mark. You, you just, you just hit on part of it is that value proposition message is, it’s really easy in AI to, to fine tune that. [00:20:59] Audience Question: The other thing that I’ll be very transparent about, um, at least in my organization and America’s partner, we only work with um, third party. Marketing vendors now that are AI first period. [00:21:12] Audience Question: Nice. We [00:21:12] Audience Question: completely cleaned out who the vendors are that we will approve to work with. Wow. Um, so because we can also see the cost reduction, but it is a mindset change. [00:21:22] Audience Question: They have to, they, if, if they’re gonna be positioning this, it has to be inherent. It has to be part of their culture of, at. [00:21:29] Marc Monday: Ashley made a really wonderful point. I mean, this bad first draft is so key and so, you know, in the past we would’ve spent. A couple days or maybe even a week on a really bad first draft. [00:21:40] Marc Monday: And the bad first draft is just to generate feedback. You can generate a bad, a good, bad first draft in a couple of minutes with the right prompts. [00:21:48] Vince Menzione: Yeah, good. Point. Point questions to the back, Steven. [00:21:55] Audience Question: Mark, as you guys are building out agents, the orchestration to manage them, is that taking you into workflows outside of ServiceNow? [00:22:05] Audience Question: Yes. [00:22:07] Vince Menzione: Repeat the question, sorry. Yeah. Just in case people aren’t getting [00:22:09] Marc Monday: Yes. The question is, um, for ServiceNow specifically, um, is that taking you out of your traditional business? And I think he, he means it’s probably business in it, and the answer is yes. So our value promise is that we can go north, south, east, west, across the estate. [00:22:24] Marc Monday: Regardless of the workflow. So there are scenarios where we are expanding. Of course, we have a commitment to driving the CRM business, moving beyond just customer service management, but all the way through the process to CPQ and we’ll productize many of those things. But the reality is, if the workflow touches, let’s say. [00:22:42] Marc Monday: Uh, a, a big database, you know, from one of your known providers, uh, an HCM system, your our traditional IT system. This is maybe around service delivery of a particular set of kit to a new employee for onboarding or offboarding across a number of those systems of record. Yes, we’ll continue to do that, and honestly, it’s the value promise for us that because we are capable of working with. [00:23:06] Marc Monday: Every hyperscaler, every application, every data set, we can go up and down and across the state. [00:23:12] Audience Question: Hi everyone. I’m Jen Pauls. Hey, Jen. I have a um, I have a question for you. So when you’re incorporating AI, and also you mentioned trust, how do you make sure that the offerings that you’re coating on are feasible specifically for that whole individual partner and client? [00:23:34] Audience Question: And you’re not repeating. Something. Does that make sense to you? Yeah. Like how do you make sure that there is an individualized component that is original in thought, even though you’re feeding this pipeline, all these combined thoughts? [00:23:51] Marc Monday: I, I don’t wanna push back on the premise, but I do think in some instances, partners, implementers will have competing solutions that do effectively the same thing. [00:23:59] Marc Monday: Ideally they’re differentiated, but I do think publishing a, a standard. Particularly from a security and a reliability perspective, what that traditionally we would’ve called that API standard, and then a level of validation, either via human validation or systemic AI validation is really key. Um, the solution that gets marketed, let’s say, in our marketplace should work and it should be secure and it should be reliable. [00:24:25] Marc Monday: So we processes to manage that, if that’s the question. [00:24:29] Audience Question: Right? Well, it would, you know, yes. Yes. But. Um, when you’re trying to create a dispute or an offering, right, that’s specific to that particular partner, this is where I’m going. How do you make sure that the thoughts that are coming in are specifically, I guess, individualized for that one partner and what they’re doing and how they’re going to make a new, um, new, uh, track or a new journey in what you’re selling? [00:24:57] Ashleigh Vogstad: I mean, I would answer that I think with differentiation is still really important. And if anything, if we had an 80 20 rule for 80% of the lift is coming from ai, we’re all still here and employed because there is a rule for the, the human, at least currently in that 20%. And I would say. Running teams who are often building new offers and products, both on the ISV and SI side of things. [00:25:25] Ashleigh Vogstad: Getting that unique differentiation is critically important. Like that’s where a lot of value is created. Or you could look at, I mean Nabil probably has stories about this all day in the MSP world is it’s really challenging for MSPs to differentiate on top of their core offering, but that is where value creation happens. [00:25:43] Ashleigh Vogstad: Yeah. Nina more, I’ll [00:25:44] Audience Question: just piggyback on that. My recommendation to a lot of, of our partners today is build out agents at that 80% watermark. Right? And that’s a little bit what you were talking about, the 80, 20, 80% of that functionality. Quite honestly, if you’re looking at an call center or something, is something that can be ported. [00:26:05] Audience Question: The, the magic is working with the partner on what X 20 is that differentiates their business, their experience, how, uh, the applicability to. So I, I will, I, to your point about ology, the premise, I mean it, to me, I think repeatability is, is awesome. It’s a superpower. It’s gonna get us there faster. It’s in that 20%. [00:26:31] Audience Question: Yeah. [00:26:34] Vince Menzione: Thank, perfect, thank you. [00:26:36] Marc Monday: Maybe I’ll close with with one really simple use case just for all of us that are in the partner profession and we work in alliances or partner management. The easiest and best, most effective use case for us as power users today is a shared business plan. Here are the goals and objectives of us as a vendor or a platform provider. [00:26:57] Marc Monday: Here are the goals and objectives of us as the implementer or a resell partner. Um, and in the past I used to describe this as a really complicated bow tie. On one side, you’d have our goals, and on the other side you’d have the, the, the implementer’s goals. And you’d spend all this time weaving together a knot and try to tie it together. [00:27:16] Marc Monday: That activity can happen in about five seconds with the right prompt. And you can very quickly say, oh, you guys think about a CV. We think about a RR Oh, your fiscal year is, is offset. Your fiscal year isn’t, oh, you call this product something different. Um, we care about platform revenue. We care about services revenue. [00:27:35] Marc Monday: You can reconcile that into a pretty darn good shared scorecard and business plan in a matter of seconds. Yeah, and that is a huge time saver. I [00:27:45] Vince Menzione: love that. [00:27:47] Ashleigh Vogstad: It’s just an ama uh, it just thumbs up for me because that joint business planning just doesn’t happen enough. I, I’m in some of the biggest alliances on, on the planet really, and it’s shocking to me how little joint business planning is done. [00:28:00] Ashleigh Vogstad: And for the marketing question, Shannon, like how can marketers lean in? I mean, market development funds are made available based on things like joint business plugs. [00:28:09] Vince Menzione: That’s right. Yeah, really great point. Great voice. Thank you so much. So good to have you finally have you here. Thank you, mark and Ash. [00:28:17] Vince Menzione: Thank you so much [00:28:18] Audience Question: Owens. [00:28:19] Vince Menzione: Don’t forget, ultimate Partner Live is coming soon, May 11th through the 13th in beautiful Bellevue, Washington. I hope to see you there.
The SaaS multiples run was long, but it had to come to an end. Or Had it? Navigation: Intro Setting The Scene The Roots — This Didn’t Happen Overnight The Structural Thesis — Why This Isn’t Just A Sell-Off The Private Market Fallout The Bull Case — Is The Market Wrong? Separating The Wheat From The Chaff — Who Survives? Wrap-Up & Key Takeaways Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Introduction Nuno Goncalves PedroWelcome to Episode 75 of Tech DECIPHERED, the SaaS Apocalypse: Why AI Breaks or has Broken or Broke the Software Business Model. In today’s episode, we will talk about what’s been going on in SaaS. SaaS, also known as Software as a Service, as a sector, has just had its worst month since the 2008 financial crisis. Give or take, around 1 trillion in software stock market cap has evaporated this year, and it was triggered in many ways by the rise of a lot of the things we’re seeing, in particular, agentic AI. We’ll talk about it later.One of the key triggers seems to have been the launch of Claude or Claude Cowork. There’s a lot of fears that the model that is taken as SaaS to be the darling of investors, both VCs, private equity funds, and also retail investors, has now evaporated. The sweetheart industry no longer works. Bertrand, what happened to SaaS? What’s happening? Bertrand SchmittSetting The SceneWe are in the middle of what some are calling the SaaSpocalypse. I think that was a coined term early this year. It’s pretty bad. We are recording that March 13th. Definitely January, February of this year, 2026, were really terrible. There is no question about it. Strangely enough, since the start of the war with Iran, there has been a small rebound, so we will see how it goes. But also to give some context, we are still not worse than what happened in 2022. We are still in a better place so far. I would say the difference, there is clearly a focus in terms of SaaS versus tech in general for that down term. Nuno Goncalves PedroWe’ve seen obviously a lot of things happening, right? A lot of announcements. The iShares expanded Tech-Software ETF down 25% year-to-date. Everyone seems to be running into panic, JPMorgan, Goldman Sachs. Basically, Jefferies, I think, as you said, originally termed this the SaaSpocalypse. But definitely, it seems like everyone’s trying to sell stock and saying, “Hey, SaaS is going to die.” We’ve seen a lot of interesting elements to this, we’ll talk about it later, around AI eats software. Software eats the world. AI now eats software. I guess AI eats the world.But the reality is, we’ll discuss it later in the episode, it might be just a lot of stuff that’s reacting to what’s actually happening in the market, that there was a couple of misses in terms of numbers, that the growth of some of the key SaaS players that are driving a lot of the public stock wasn’t that great recently. That adding to some launches like we mentioned, the Claude Cowork launch, et cetera, has led people to say, “Hey, maybe some entire spaces of SaaS don’t make much sense going forward.” Bertrand SchmittActually, I don’t know if you noticed, but I think it was yesterday, it was announced that the CEO of Adobe just resigned. I was shocked how bad they managed the transition to AI. I guess it’s one of the first victims of what has been happening. From my perspective, and I will go deeper, but there is a bit of an overreaction. Claude is amazing as a tool, but the launch of Claude Cowork, a few plugins decimating the market, I think that’s an overreaction in the sense that many of these SaaS companies will be able to actually benefit from AI as well. Or some of the new AI tools really, really depend on the existence of an underlying SaaS layer that’s controlling some processes, some data. So I think we have to be careful about the extremes.At the same time, what is true, the growth rate has been going down for SaaS. If you look in the 2021 to these days, we move maybe from 30-11%, 12% average growth rate. It’s a dramatic difference in growth rate, and you cannot keep the same valuation when your growth rate has been divided by three. I mean, that’s just not possible.I think that there might be some overreaction about what company like Claude can truly achieve. At the same time, the reality is there that while SaaS companies are usually relatively strong companies, the growth rate has diminished, and as a result, so should the valuation.The Roots — This Didn’t Happen OvernightBut maybe we can move deeper about what happened the past 2 years about SaaS. Nuno Goncalves PedroIndeed. Some things going back as much as 2024 when Salesforce had its worst trading day. By then, in 2 decades, and went down by 20% on a rare revenue miss. So some early people, a lot of analysts, see this as an early warning of what was to come. Late last year, a huge shift as the different labs of a bunch of different players started launching agentic solutions, which in some ways started eating into a lot of the functionality, not just of vertical SaaS, but also of horizontal SaaS. As a distinction for some of our listeners who are not familiar with that distinction, vertical SaaS is normally SaaS that’s very specific to a specific industry or sub-industry or specific arena, whereas horizontal SaaS is normally SaaS that doesn’t require much adaptation to work across industries. A good example of that might be HR management systems.But basically, because of some of the early developments in those labs and a lot of the solutions that we started seeing around agentic tools, the market started being less positive on SaaS players and trying to readjust it. Those are the historic moments, 2024, 2025. Then all of a sudden, we see the growth rates of SaaS companies coming down, because obviously this doesn’t only have manifestations in the public equity markets. This has manifestations in clients.People, at this moment in time, we’ll talk about it later, are reconsidering their options. They’re like, “Why should I have a SaaS tool? Should I buy it from another player? Should I have a more holistic solution or an integration with Claude, for example? Should I develop in-house?” We’ll talk at length on what’s in customers’ minds, but customers started changing their views and stop buying some solutions that were out there from the large players that are public equities today. Bertrand SchmittYeah, it’s clear that there has been also just overall industry-wide tendency to try to cut on the SaaS subscriptions. Maybe there was too much interest buying too many software solutions, not rationalizing enough, not being careful about the spend. It makes sense that this has hurt overall SaaS growth rate. At the same time, there has been a transfer from IT spending from SaaS tools to AI, so we create a smaller budget for buying SaaS software.But going back, when you look at the change in revenue multiples, it’s crazy. In 2021, we were close to 20X EV, enterprise value to revenues. Now we are talking about 6-7X entering 2026, and we will see later on it does crunch even more. Right now, we are at 4X revenues. So from 20 to 6 to 4, and that’s the lowest in terms of multiples since 2016. That’s 10 years ago. P/E multiple for what multiples also comprise from close to 40 to close to 20.Talking about Adobe, Adobe trades at 5-year average of 30X, now at 12X. No wonder the CEO resigned. I don’t want to be mean, but I think it’s clear some CEO were very strong leading their companies into a SaaS paradigm, but were not as strong leading their company to a new AI paradigm. I think the markets are going to be brutal. If you are good at showing that you can transition to AI, you’re an important piece of the puzzle for AI, that’s one thing. But if the markets believe your products have not kept up, then it’s truly big trouble.I mean, they are not the only one. Intuit 34% decline in a month. Atlassian, minus 35 in a week. ServiceNow also down a third. They are not the only one, but definitely companies have to show some proof of either the lack of vulnerability in an AI world or their capacity to really move strong to a brand-new AI world. Nuno Goncalves PedroThe Structural Thesis — Why This Isn’t Just A Sell-OffWhat are the structural issues? Why wasn’t this just a sell-off? Why is this structurally a problem? The first thing is really around monetization and business model. SaaS 1.0 or 2.0, however we want to call it, was based on seat-based licensing. Seat-based licensing was the notion that with more employees and more users on the platform, there would be more revenue for the SaaS company. Very simple, very clear, very lucrative.Now, obviously, AI agents don’t occupy seats. An agent can do the work of 10 people, can do the work of 20 people, 30 people, 100 people, whatever it is. Therefore, if I’m a company, and I’m using agents, and not necessarily a human user, I’m not going to buy 10 licenses for the work of 10. I have one license, and it’s used by an agent that basically has access to that tool. That’s the first issue. The first issue is that the seat-based pricing, assuming humans, assuming a certain degree of productivity, et cetera, all of a sudden is under stress. Bertrand SchmittMaybe to highlight some point, not every SaaS company was focused on per-seat pricing. Me, when I led App Annie, we didn’t have a per-seat licensing or pricing at all, so we were focused on value-based pricing. But that’s true that around us, we have seen that quite a lot of your typical SaaS business was run on a per-seat pricing. Anytime there is a market downturn, you pay a dear price for your per-seat pricing. On top of it, these days, as you said, we have AI. In an AI world, the per-seat pricing model breaks down. Nuno Goncalves PedroIndeed. Now people are asking for other kinds of pricing schema, right? Either flat pricing based on certain usage patterns or, for example, outcome-based pricing. So depending on the outcome of what I’m trying to achieve, is it a booking of a sales call, is it something else? Whatever it is, I pay for that. But I do not pay for seats because that doesn’t work anymore.There have been a lot of movements around these licensing agreements and these basic elements. Some have actually now tried to create agentic licensing agreements. It’s like, “Okay, I have licensing agreements now for your agents, not for your end users.” It used to be end user licensing agreements. It’s now agentic licensing agreements. Obviously, there’s a shift.Part of the shift is, I believe people want to be in a measurement scale that is different. They don’t want just to pay for a seat. They want to pay for either specific outcomes that are very clearly measurable or have flat fees across the board on a variety of things. I think we’ll see the emergence of a couple of these business models and these monetization models more significantly. I do think we’re still to see some innovation around some of these monetization models, which will occur over the next probably few years as people are getting used to it. Okay, now it makes more sense for me to pay by this rather than by that.Again, because it’s a disruption, we’re still getting and nailing down what effectively the new monetization models and business models will look like for some of these players, but it still will be served as a service. We’ll come back to that later as well. Agents can do a lot of stuff and whatever, but it’s like agents and AI are software. AI is software, whatever you want to call it. AI is software at its base and its profound meaning and what it does, et cetera. Bertrand SchmittSeat-based pricing, usage-based pricing, yes, it’s too simple. Yes, it has its flaw. But at the same time, when the industry started, it made a lot of sense. That’s easy to manage, easy to control, at least from the SaaS company perspective. But definitely now that the industry is maturing, I can see that rise and the benefit and value of moving to an outcome-based pricing or to a value-based pricing. What I like with that also, it’s more truly win-win for both sides, for the SaaS companies as well as for the customer of the SaaS company. If you are more win-win, more aligned, I think it’s a better situation, more frictionless. I think it would be a big change.Another interesting piece of the puzzle, obviously, of all the changes we’re seeing is that one of the best assumptions in SaaS was you have 80% to 90% gross margin. If you are below 80%, there were serious questions coming your way in terms of what’s wrong with your business model as a SaaS business. Below 80% was blinking yellow light, below 70, blinking red lights. But now, it’s very different because AI-native companies, you’re expecting more a 50-60% gross margin.Obviously, if you’re SaaS companies, you better move fast to more AI-native tools and services. That will impact your margin. When you decrease so much your margins, of course, it will impact your valuation. There is no other way around that. You cannot value the same way a 90% gross margin business and a 50% gross margin business. That’s simply not reasonable. I think that one is part of the change and part of a different way to value companies. It’s very reasonable. Nuno Goncalves PedroThe first two structural issues is, one, obviously the per-seat pricing piece is potentially dying or at least becoming less pervasive in the market, added to these emerging pricing and monetization models that we just discussed, value-based, outcome-based, some usage-based pricing, some hybrid models that are also out there with some base subscriptions and then other kinds of things and tiers on top of it, either usage or outcome-based.The third big structural shift that we are seeing is, and I already alluded to it earlier, this notion of build-versus-buy. In the past, I think the market went fully into buy. In some ways, even beyond the, “I will buy one” solution that solves all the problems, we went into best in class. We went to unbundled buying: I’ll buy the best solutions for what I need in my corporation and enterprise needs.Now we’re getting a shift back into building: I’ll build my own stuff. I think a lot of it is relating to two things. One, there’s coding agents out there like Claude Code, Codex from OpenAI, and a bunch of other coding agents that have emerged. There’s a lot of solutions out there, like we mentioned already, Claude Cowork, that really managed to have agentic solutions into workflows that are deeply embedded into some of the enterprises.At the end of the day, I think there’s a lot more of this notion of, I have all my data in-house. I want to really leverage all the data I have. I don’t want to just use a third-party solution that has generic data. I want to use my data set, I want to use my stuff, and I want to basically fit that into ongoing improvements in terms of workflow.The other piece, I think, what’s happening with IT departments in some large corporations that’s leading to this build mindset rather than this buy mindset is also the notion of maybe we have too many people. How do we really express our productivity if we don’t have solutions that are at the core of our processes? If we have solutions at the core of the processes that we develop ourselves or that we develop in partnership with integrators, et cetera, but using some of these new AI platforms, we also have more visibility on the people that we can let go.Now, I know this is quite negative, but I think this has also been leading to all the layoffs that we’ve been seeing across industries recently, where people are like, “Well, I can just extract productivity.” We’ve seen some of those very visible ones. We were talking about Amazon and what’s happening at Amazon with the layoffs recently. A significant amount of layoffs recently announced.Then some other issues on the other side where apparently the junior engineers that were still working on stuff using Claude and other tools that they were using internally started breaking platforms and breaking systems. Anyway, definitely there’s a lot of that going into this build mindset. I want to have control. I want to make sure I understand where the productivity enhancements are, and that will give me more visibility on the people that I need to keep and the people that I need to let go. Bertrand SchmittI’m not so convinced about this part of the puzzle. I think that for many, AI is a convenient demand, but I’m more thinking that some companies, Amazon included, Microsoft, truly, truly over-hired in 2020, 2021. Yes, they scaled back a bit, 2022, 2023. But I don’t think they ever scaled back to what was reasonable given their needs. So it’s quite convenient to say, “No, it’s not management mistake of efficiency, it’s something new AI, and we have to adjust to that.”What I believe is true, however, is that you cannot fund both at the same time in the sense of you cannot finance an over-bloated workforce, and two, significant extremely large AI investment. At some point, these companies were faced with a choice, and they took a reasonable decision on this to be more efficient with their workforce.But personally, I think that actually the ability to do so much more with AI will make more companies think more about their teams and building things because when suddenly your engineers can be way more efficient, can build way more, the value increases. So you could argue that there is an opportunity for companies to deliver more, and as a result, I can see if you’re a good engineer, then there will be opportunities to build more value, potentially across more companies.So we might see a shift where you have more growth in software-related jobs outside the core top 10 bigger software companies, but growing more widely across your typical S&P 500 and even SMBs who could never afford to really deliver value with typical software engineering. But now suddenly, software engineering equipped with AI can be more dramatic in terms of value for them. Nuno Goncalves PedroI agree this is a scapegoat. I agreed that there’s a lot of posturing as well. If someone can lay off a significant percentage of their… It’s almost like the percentage of people you can lay off becomes your new pattern as a CEO, your new, “Basically, I’m saying right now to the market, I can cut…” I mean, Block, I think, cut off 40% of their workforce.At this point in time, seems a bit dehumanized. I think the tech companies are the worst cases, in particular because AI also does disrupt them a lot in their own processes internally. But it feels to me right now, it’s a little bit this one-upmanship of, “Okay, I can lay off more people than you can, kind of thing.” It’s precisely all the fears that a lot of people have around AI. It’s like you’re dehumanizing work. It’s like at the end of the day, people are still needed to work, et cetera. Bertrand SchmittBut I think Block might be one of these companies that completely over-hired over the past few years and never took the pill to reoptimize the business. Nuno Goncalves PedroI think we mentioned it at a previous episode that there was an estimate at some point in time that… For example, even Google had more than double the number of engineers they needed at any given point in time. So obviously, they did hoard engineering resources in other capacities. But at this point in time, it feels a little bit like up to you since being a software engineer right now is a kiss of death kind of thing. Which is weird because at the same time, we are seeing tremendous reallocation of capital overall in the industry towards infrastructure and platforms, where hyperscalers are at 660-690 billion in infrastructure CapEx for this year alone, and 75% of that being AI, where we are seeing a lot of movements around how do I budget accordingly if I’m a corporation.To your point, I think you made that point earlier, Bertrand, how if I’m the CIO of a company, do I allocate my resources more clearly, in particular, if I’m taking into account that I need to spend more money on AI and AI tooling and AI platforms. Obviously, at the end of the day, the CFOs are still there, and the CFOs are basically saying, “Hey, guys, we went into an unbundled world. We had all these agreements with all these people. I want more concentration.” At the same time, the CEO is telling me we need AI, “So whatever it is, you guys tell me what it is, but we can’t increase our budget for this stuff. We need to decrease it, and there needs to be AI in it.” Obviously, there’s a lot of reallocation also at a micro level within the corporate world. Bertrand SchmittYes, you cannot say it will be more built versus buy. At the same time, we are going to need less engineers to do the build. You see what I mean? Even with AI helping you, building which still cost you more, require more software engineering than just a buy decision. For me, what’s interesting is that not so many of these stories can be true at the same time. You require a next workforce, but at the same time, you’re going to rebuild your whole software stack from zero just because of the AI God that you just brought in from cloud. This is not reasonable, simply not reasonable. Nuno Goncalves PedroI think the thesis is that your top engineer is I think, in particular, the more senior engineers, can now do the job of 10. Therefore, what I am switching in terms of cost, I’m not saying I’m agreeing with the thesis, but the thesis is that. What I’m reallocating in terms of budget is, I’m reallocating towards spend at infrastructure platform level, on tokens, et cetera. That’s basically, I think, the thesis of what we’re seeing happening right now. Bertrand SchmittYes, but if you were just, quote, unquote, buying software, you’re not building software. You didn’t need software engineering to just buy software. Your software engineer that becomes as valuable as 10, yeah, but you had zero if you were just buying software. You see what I mean? Nuno Goncalves PedroNo, IT departments have always had engineers, the larger corporations. Yeah, for sure. Bertrand SchmittIt’s a very different game if you are moving from buying to building. It’s my point, I guess. Nuno Goncalves PedroIt is. Just to be clear, Bertrand, this whole build-versus-buy, the build is going to be done with a lot of use of outsourcing and a lot of use of service providers and a lot of use of integrators, et cetera. This whole bullshit of build-versus-buy, in effect, it’s a misnomer because at the same time, you’re going to have to hire, to your point, you’re going to have to hire companies, et cetera, to help you do this. It’s not magically that you can do it off the existing IT departments that you have. Bertrand SchmittExactly. The question will also be, is your first priority of business to rebuild Salesforce from scratch so that it better fits your internal need as a corporation because you have rebuilt from scratch with AI? I don’t think so. That for me is total overhyped bullshit. Klarna was big on that, this is total BS, quite frankly. Not only it didn’t work, but it makes zero business sense. Zero business sense. You’re not going to rebuild a CRM just for the fun of it while your software engineering could be focused on your core value proposition as a business. If you’re a company just starting, you have processes from scratch, you still don’t have solution, yeah, maybe you could consider that.But even then, is it really your priority versus building your core value proposition? For me, that’s a big question. But what I would expect, however, is that this overall trend mindset and stuff is going to keep the pressure on two software companies in terms of reducing tiers of cost, in terms of delivering more value, in terms of being more aligned to the business, and in terms of overall growth rates that are simply not the same as they used to be. Nuno Goncalves PedroBefore maybe we move to another topic, I think it’s clear, we’ll come back to that later, that there are a lot of overblown elements in this. You can never disregard a couple of very, very core elements. A lot of these software companies have very deep tooling into significant enterprise customers. You can’t just rebuild it from scratch yourself to your point. Not only does it make sense, but you can’t. It would take you years to do it. Good luck to you.Secondly, they have also distribution. They are pervasive in the market. They have sales forces. They have people that are selling out there. They have go-to-market teams. Again, we’ll talk about that in maybe one of our penultimate sections today. But maybe to move forward, we talked a lot about the public equity markets and how there’s been a reckoning by institutional and retail investors, et cetera.The Private Market FalloutBut also there’s been a private market fallout. The first one is very obvious to understand. Private equity firms loaded themselves with SaaS. Some even went after roll-up strategies in SaaS, like bringing a bunch of companies together and trying to attack a market and really getting a significant part of that. Software accounts for roughly 25% of the private credit market, which is incredible. Just that’s private credit alone, significant again. They’re loaded with a bunch of companies that have nowhere to go. They can’t IPO, nobody else is interested in buying them unless it’s for a huge write-off or write-down. That’s the first problem right now that we’re seeing in this fallout, which is the private equity market itself. Not only the buyout market, but also we saw a lot of growth funds loading themselves with private equity stock, with a rather SaaS stock, private SaaS stock.Right now, there’s nowhere for that to go. They’re stuck between rock and a hard place with a lot of solutions that are not growing at the rates they were growing before, with a public market that’s not really interesting right now to IPO in, because as we were mentioning earlier, the multiples have gone downhill dramatically, so it’s not interesting. Basically, it’s a chicken-and-egg issue. I would love to sell this now, but I can’t because I have awful market. I can’t IPO it either, so what do I do with all these assets? That’s the first issue here. Bertrand SchmittIt’s clear that you have to be pretty delusional to think that what’s happening in the software public markets is not impacting the private markets. We don’t know why it will be in six months. In six months, it could keep getting worse in the public markets. Six months, at some point, maybe there is a recognition it went too far in terms of adjustment. It’s always tough. But at the same time, you have to be prudent. For sure, what it means is that if I’m a private equity investor in a SaaS business, you have to be a very, very, very special SaaS company to get more financing these days at good terms.Sometimes it’s a very simple math. If you fundraise at 20X, even 10X, how do you go to get to another round of financing if now your multiples are at 4X? That simply makes absolutely no sense whatsoever. Or you need to have grown into your valuation enough that it’s not crazy anymore. If you raise at 20X, and now you’re in 4X multiple, then you need to have grown 5X in your revenues so that you simply stay at the same valuation, or maybe you have to accept a different valuation. But again, quite frankly, the tough part would be convincing investors that it make any sense to put money in a SaaS business. Nuno Goncalves PedroJust to rub it in, just to make it even worse, the secondary market, which was a great market for exits or partial liquidations, et cetera, is demanding now huge discounts. There’s no way I’m going to buy into a stock if it’s not growing at the same pace. I’m like, “I’m sorry.” I will buy your stock at a significant discount. In some cases, it might be what would be a lesser price per share than your last round or your last two rounds. Not just, I want a discount on what you think you’re worth, but it’s like, I want a discount on your last round.Because there’s liquidity issues also in some parts of the market, we were talking just about the private equity firms, some of these deals will go through. If all of this wasn’t quite enough, we have what’s happening in venture capital, which is very close to my heart, of course, because that’s where I play. If you come to me, it’s like I’m a SaaS player immediately off the game. I’m like, “Really? You’re a SaaS, tell me more.” I was just talking to a player recently, SaaS play, there was nothing around AI in their pitch.It’s not just because you have AI in your pitch that I’m going to give you money, clear, but if you’re doing a SaaS play and there’s no AI in your pitch, I’m like, “Am I missing something?” If it looks very classic, I’m like, “Oh.” There’s been a huge, huge reduction in confidence in the VC space in investing in SaaS. There’s a tremendous hyper focus on AI, and in AI investing, AI apps, platforms, infrastructure by most VC firms at this moment in time. And so at this point in time, if you’re a non-AI SaaS player trying to raise money, where’s your AI play? I think that’s the question you’re going to get. It’s going to be very difficult to raise, very difficult to raise. Bertrand SchmittI agree with you. Myself, I saw that SaaS startups with absolutely no AI in their deck, and I was so shocked. I was like, “Guys, where are you living? Are you living in a parallel universe? Are you living under a rock? What’s going on?” Then they are like, “Yeah, but we’re preparing something like that, I come back and prepare.”But even then, as you say, it’s not just leaving AI in your deck. It’s what are your proof points? What have you delivered? How do you make sure that it’s truly differentiator? And how does it make sense versus a pure AI native companies? How are you going to find the new cloud tools that are going to get out in a few weeks and more or ChatGPT or whatever? You have to have a very different proof point. There is nothing new in the past. It’s how are you going to survive against Google? How are you going to survive against Salesforce? How are you going to survive against Microsoft? So nothing is new.Software universe is changing. There’s always that big guys that can destroy you in a matter of weeks. So the question is more, how are you going to be smart enough not to be killed too easily and to find your way in a space that’s probably moving faster than ever? That is probably the difference is that it’s weeks after weeks, you have big change. I’m pretty sure it didn’t happen in that space before because I’ve seen there, I’ve seen that, and it’s moving faster than ever. But it’s nothing new that there is this big company potentially destroying your business. You have to be smart.I feel in some ways, maybe it’s the 2020s, but people stopped being smart, quite frankly. They just raised easy at very large valuation and think that you just do something sometimes pretty basic in terms of software development and that’s good enough. Your GTM is traditional, and you think you made it, and you deserve some investment. I think you must have seen some of this. I have seen a lot of this. In some ways, it’s good. The market is becoming more discerning. Nuno Goncalves PedroThe Bull Case — Is The Market Wrong?But is the market wrong? Maybe shifting to that, at least my perspective is it’s wrong. It’s not fully wrong, but it’s wrong. There’s a right sizing of multiples, but maybe 4X is not the right multiple either. This whole 20X on actuals and 40X on forward stuff didn’t make any sense. There is an argumentation to say that the market is oversold. All the banks have come forward. Goldman Sachs, JPMorgan, Jeffries, Morgan Stanley. Everyone’s come forward and said there’s been definitely, Bank of America, whatever, there’s been an overselling of stock, a dramatic overselling of stock. There’s been a panic that wasn’t warranted. The price has gone down too dramatically for some of these key players.I think part of it, in some ways, is what we were alluding to earlier, the fact that some of these players have built really important stacks that are fitting their customers in a significant on core processes. You can’t just rip it off and put something new. Magically, it will work. It will be around building things around it rather than building things that replace it. Will there be over the long term potential disruption of some of these players around CRM and other solutions? For sure, we’ll see it.But definitely, some of the existing players, public companies that are large, are here to stay, and they themselves will buy into these markets. They’ll acquire positions into other service providers into toolmakers, into other platforms that allow them to be fully AI-enabled and to make their platforms more AI-enabled. I do think there was a huge amount of overselling. The second thing we already alluded to as well as go-to-market. If I’m selling something to someone, there’s a salesperson involved or there are a couple of salespeople involved, they’re not going anywhere. So in some ways, that relationship building with CIOs, with their teams, with procurement teams, all of that is still there.And a lot of the large SaaS players have been doing this for decades. So they have the surface of attack and go-to-market that will take a long time to build for even some of these startups that are disrupting, so to speak, the market. My view is there has been too much panic and the modes of the large players that are already public, in some cases, haven’t been considered at all. Bertrand SchmittThere’s definitely some truth in that. Another piece of the puzzle is that if SaaS is not growing as fast as it used to be, it’s still growing. Many companies are still very good cash generation machines. Many of these companies are moving to AI full speed, improving their tools, changing how you can search their data, how you can leverage their data. They are very close to the data, so they know best how to deliver value on this data. They can integrate existing AI tools. There are a lot of ways for them to capture part of the value that native AI companies are claiming they will get. I think it’s definitely going to, and we’ll talk more later on. I think there will be a question around how do you differentiate the best SaaS companies from the worst SaaS companies in that context.But maybe I just felt we moved a bit quickly on one big event that’s shaping the software industry, it’s the current crash in private credit. Do you have some thoughts about that? Because what’s happening there is pretty crazy, to be frank. Nuno Goncalves PedroYeah, we’ve seen a lot of these players like KKR and Apollo getting slaughtered. Basically, Blue Owl, TPG, Ares, KKR all fell double this in one day on private credit exposure fears. Overall, Apollo has fell 7% as the date of as we were recording BlackRock, 5%. These guys were walking on water and all of a sudden, there was like, “What happened?” And what happened was private credit exposure. A lot of the concerns in the market is private credit is super sexy, and for those who don’t understand what it means is I’m giving credit to a private company in exchange for something, either warrants in the company or revenue sharing in the future, or I’ll get your revenues in advance from you, or I’ll take, whatever it is. There’s over exposure.There’s this potential logic that all these guys are scaling, all the companies that they give private credit to are scaling. And now there are concerns that there might be some dramatic credit in the market, that some of these companies are actually going to die, they’re going to implode, or they’re not going to really fulfill their covenants in their private credit agreements. Bertrand SchmittIt was hidden in plain sight, but that some of these private credit funds at 25, 35% exposure to software, IT, and SaaS, so a huge chunk in an industry where you bet on the long term revenues and cash flow to pay back your loans, while at the same time there is a discovery that this business may be at risk in the next three, five years or even one year because of AI.I think that was the first big chink in the armor that suddenly the creditworthiness of these companies might not have been evaluated properly. But two, it looks like there is also fraud that has been happening. I was reading stories how three, four people, accounting companies, were valuing and estimating loans for hundreds of SaaS business. Good luck, this is crazy. It looks like there is another layer to that story. Nuno Goncalves PedroWhen there are industries building a lot of wealth or apparent wealth that’s coming a little bit from out of nowhere, the likelihood that there’s fraud and things that were not properly done is, it sadly increases dramatically or exponentially. I think we’re seeing just maybe the first effects of that. Bertrand SchmittI was reading, for instance, that one of these big funds was no haircut across the portfolio, ever seen value that was 100%, whatever. One quarter after that, one of their clients going out of business and they lost everything. In three months, you move from no haircut to 100% haircut, decent enough part of your portfolio. This is crazy for a credit business. Nuno Goncalves PedroIt’s ostrich syndrome. You just put your head under the ground, and you’re like, “Hey, whatever.” I don’t know. Bertrand SchmittYeah, it’s zero mark-to-market in an industry that should be relatively conservative. This is private credit. This is not VC, this is not startup, this is not equity, this is credit, so pretty scary. Another piece was like, some of them were supposedly senior on the debt, but they were not so senior after all, this is insane. You claim seniority, but you don’t have it.My point, I think what’s happening in private credit is maybe it all started with that what’s going on, a lot of software exposure. It’s risky because of AI, but the more investor dig into it, that’s when they started to realize that maybe there is more than just that software issue. I guess, all of this is going to be an issue for software business because if suddenly you cannot get loans anymore or the loans you add, you have to pay them back or when it’s time to pay them off, you cannot renew the loan. There is nobody else to turn yourself to get another loan to replace it. That’s not going to be fun and that’s going to impact your growth rates. That could potentially also even be worse than that, be dramatic for your own business survival. Nuno Goncalves PedroMaybe now switching back to the positive part for the bull case. We think the market’s wrong, not fully, but wrong. The other side is still things move on. We’ve also had the same issues in credits in several industries in the past when markets imploded and credit came back. In some cases, it took a while. In other cases, it came back relatively quickly. One great analogy on making a bull case on why all of this stock that was sold was oversold, there’s too much stock being sold on SaaS and at prices that don’t make any sense is an analogy, precisely, for example, with retail. Amazon was going to destroy everyone their mother in 2010, and it did not. It was going to destroy Walmart. Walmart passed the $1 trillion market cap. Bertrand SchmittNot too bad. Nuno Goncalves PedroSo what happened? They adapted. They had huge advantages. They had huge advantages in terms of their customer base, presence, relationship with their suppliers, with the offerings they had, et cetera. They had huge advantages of economies of scale, and they leverage those advantages. And those advantages ultimately materialized in tremendous increase in revenue, tremendous increase in market capital as well.Amazon has done really well as well. It’s not like Amazon didn’t do well. Again, I think this notion, people sometimes have this difficulty in separating the notion of disruption from the notion of replacement. Disruption doesn’t mean necessarily full replacement. You can disrupt industries, disrupt players in that industry, and still those players will exist 10, 20 years later, and they’ll be much bigger because they adapted. The ones that don’t adapt may be killed.But the disruption doesn’t necessarily mean replacement or killing. It means just that effectively the rules of the game, the business model, which we already talked about, monetization models, the way that capital flows in that industry, et cetera, all of that shifts. It doesn’t mean that necessarily the existing players are not going to exist tomorrow. In some cases, they will exist and they’ll be even stronger tomorrow. Bertrand SchmittI think what’s happening is truly a disruption of the SaaS business model, of the SaaS valuations, of the SaaS analysis, because now you need a new prism to analyze it. What are the markets doing in the meantime? They are just dumping it, waiting for, “Okay, how do we look at it in a different way? Who are going to be the winners and the losers?” For now, we don’t care, they’re all losers. But I think that the next piece of the puzzle for us in this episode, but for the market is, how are we going to separate the wheat from the chaff? Who is going to survive? Who is going to more than just survive? Who is going to thrive in that new industry. Nuno Goncalves PedroThere I feel the ones that survive, there’s a couple of obvious ones we can go into. Two that immediately come to my mind are data infrastructure, the Snowflakes, Databricks of the world, because this is the underpinning of everything that’s happening around AI. I don’t see the data infrastructure fundamentally shifting right now. It might in the future, but right now I don’t see it fundamentally shift. Those guys have, if anything, tailwinds rather than headwinds.Then the other one that’s very obvious to me is cybersecurity, where I think AI is very additive to it rather than just necessarily replacing everything that exists. In some ways, that already been used for a while, certainly by the top players. Definitely, those are two immediate categories and areas that come to mind that have maybe more headwinds and tailwinds where really AI is adding rather than subtracting to it. Bertrand SchmittNo, I totally agree with you concerning data infrastructure, cybersecurity. You could argue if you take cybersecurity, that with the rise of AI attacks, with AI making it easier than ever to generate attacks, you better build up your security. Nuno Goncalves PedroWith AI? No, but you have to have AI on your side defending as well. The only way to defend AI is AI. Bertrand SchmittThat’s my point. Your cybersecurity vendors will become AI-enabled, will leverage AI at scale in order to defend you, else they won’t be able to defend you, just quite frankly. Nuno Goncalves PedroCorrect. Bertrand SchmittThat’s part of the game. Data infrastructure, no questions. Again, I don’t think you want to redo your infrastructure with brand-new tools, brand-new stuff is the current tools are working great and doing the job. Maybe another piece of the puzzle is that vertical SaaS, domain-specific tools, healthcare, manufacturing, if you have proprietary data, regulatory modes, it will be much harder for AI to disrupt quickly. If you are not disrupted quickly, you have more time to readjust your business model, to adjust your business model, to leverage AI to improve your business model.Again, of course, some companies, we have seen with Adobe, for instance, have not proven great skills at adjusting to AI. Not everyone is going to get out as a winner. I think some categories have better chance to actually not just survive, but potentially thrive. Another piece are systems of record. If you are holding proprietary non-scrapable data that AI needs to function, that you have deep switching costs protecting you, you are not going to disappear right away. I think you will probably survive. If you are smart enough, you might be able to even adjust and leverage AI.But I can see some might just stick to their revenues and hold companies hostage and might not innovate a lot. I guess we’ll do well on the short run, but on the medium to long I would definitely more worried. Nuno Goncalves PedroOne point I would like to make is at the end of the day, there’s more than that. The algorithmic methodologies you should use for specific industries, for specific verticals, for specific use cases could vary. We’re still very early in a lot of the application of some of these AI methodologies. We’re not early in the development of the research around them. They’ve been around for decades, but the application of them is still relatively early. I think that’s one of the advantages why vertical SaaS companies and vertical SaaS solutions right now might have an advantage, because the domain in which you’re operating, even algorithmically, is actually different, and you need to really right purpose it for those environments and for those domains.For me, that’s an important point to make. It’s not just any vertical SaaS. I think vertical SaaS, where there’s algorithmic distinctiveness, definitely has a shot at it. Other might not. We just saw a lot of discussions around legal tech and how legal tech got slaughtered with the launch of Claude Cowork, for example. Definitely, it will depend a little bit on the verticals. Bertrand SchmittTake the legal side. There has been some interesting decision recently where basically, if you use AI for legal advice, then this data, this discussion is not privileged. You are at big risk of discovery. There is a lot of issues that if you are working with real lawyers, will not be there. Your data is not discoverable, your discussion stay private, so it cannot be used against you. I think companies have to be very careful and very worried about how some of these tools are being used because it’s creating new risk. Some of these tools are not going to get privileged in the coming few months, I don’t think so.You could argue most of these companies in the first place claim a right to access your data and leverage it. I think that even in legal, it would be interesting to see how it evolved. AI will be able to claim some privilege at some point? Maybe, I don’t know. But on the short run, I can imagine how the legal profession, for instance, will not let it happen too quickly, and how you have to be very careful. It’s great to move fast, but you have to be careful with what is it that you are getting into. Nuno Goncalves PedroLet me guess, the last company you’re going to say or the last type of companies that you’re going to say are like the survive, thrive are AI-first or AI-native companies. Is that correct? Bertrand SchmittYeah, I guess. Yes. They are going to be less disrupted by AI, given that they’re already AI native. Nuno Goncalves PedroThey are AI. Bertrand SchmittWe are going into another territory. Even if you are AI-native, are you going to still get killed by Claude because you don’t have enough technology or ChatGPT because you don’t have enough technology? You are just that basic rapper around another AI tools. Here my perspective and what I share more and more with some entrepreneurs is you have to be careful if you are just an AI native company, but ultimately you are a very AI light in the sense that, yes, you are a native, but you are just reusing other LLMs and stuff, and you have not built any proprietary tech or moat with your data or in your industry. That’s going to be trouble. That’s going to be trouble.I’m not sure the market discriminated well enough at this stage, but I think there will be quickly some premium around, have you built a real technology mode? Are you really in such a situation that you are not going to get killed by a Claude or ChatGPT in a few weeks? I think there will be some discrimination that’s going to happen. Ai native won’t be enough to save you, basically. Nuno Goncalves PedroI think there’s one thing. One is what you’re saying. Is there fundamental technology differentiation and/or product differentiation that will sustain itself as a moat? The second thing is, even if it’s an AI app at a higher level, the reality is the guys that are in the market today, the OpenAIs, the Googles, the Anthropics, etc., they’re not going to address all use cases. There are places where some use cases will still exist. We saw that in the mobile app economy.In some of these use cases, you’d be like, why hasn’t, for example, Apple addressed the need for this kind of solution, whatever, and maybe it took them a decade to do it. Then, when they did it, they almost killed the market. But you have some of these AI apps that I think will still be in the market that will emerge and will address use cases that for some time, for some reason, OpenAI, Anthropic, etc., won’t go after. To Bertrand’s point, and I think importantly, if you’re an entrepreneur, if you’re writing on a very specific use case, and there’s seemingly a high likelihood that any of these players are going to address at some point, you’re not in a sustainable place. You’re not going to be around very long. Bertrand SchmittOr you have to take that initial leadership position and transform it into a deeper technology mode, a business mode. You have to leverage that first mover advantage, maybe, to something deeper than that, something more defensible. Maybe you pivot also in term of industry. You started in industry A, but you realize industry B is really the good one. You have to really optimize your way and not take anything for granted. Nuno Goncalves PedroBertrand, do you remember when it’s like every release of iOS and whatever, we were like, what industry is Apple going to kill now? What are they integrating? There was a period of time where it was literally like every big release, every major release, the yearly one, you’d be like, what industry are they going to kill now? Bertrand SchmittTotally. Totally. I think the same is happening. Definitely, we say AI, but I think some players have been smart enough to zigzag around that onslaught from Apple, from Google. But some will stay put. We think it’s not going to happen to them. Yes, they got into trouble pretty quickly. I think also what we have seen is that a lot of value could be from players who are simply more neutral and independent vis-à-vis a platform. If you need someone in the middle, your three or four mobile platform, or now your three or four LLMs or AI platforms, there might be value you can extract because companies are not… That’s another piece of the puzzle.You don’t want to just depend on Claude. You don’t know in three months, ChatGPT has a better model. You will want to make sure that whatever you are running can adjust to a change of LLM providers, for instance, or tool providers. I think, for instance, one position could be that mutual player, the one gives you the ability to adjust quickly to different technical AI development. We will see. But I think there are different strategies you can go through to make sure you end up not being killed, and that will require smart entrepreneurs. Nuno Goncalves PedroSeparating The Wheat From The Chaff — Who Survives?We talked about who survives, who doesn’t survive. Let me start with one. Or where I think will be categories that will be incredibly under attack, so a lot of players, I think, will disappear or will become very, very small. One obvious for me is anything that relates to the small, medium business markets, so very SMB-focused SaaS, a lot of regional SaaS stuff that has emerged, copycatting in certain markets because the larger players didn’t want to expand in some of those markets.I think a lot of that stuff gets just replaced because a lot of the SMB markets are price sensitive. A lot of these markets are also best effort-driven. It’s like it doesn’t need to be perfect, it just needs to do the basic stuff. Therefore, I see that market as a market that’s going to get, in all honesty, over the next 3-5 years, slaughtered. It’s not going to be rapid death, but some of them are just going to be totally replaced. Bertrand SchmittI agree with you. If you don’t have a big enough moat, if it’s very shallow, if your clients are moving quickly, you can easily switch based on a small price difference. That’s definitely trouble. Nuno Goncalves PedroI’ll let an anecdote just so people I don’t understand. Because people say, but these regional SaaS solutions normally because of their specificities to the markets and stuff like that, whatever. I literally drafted the other day an agreement, a semi-agreement relating to Portuguese law on Claude in Portuguese, from Portugal, not Brazil and Portuguese. It drafted an agreement from scratch based on my prompting, and it took into account specificities of the Portuguese legal system and taxation. Guys, it’s like, this is a freaking consumer tool. Localization of what? The tax regime and whatever? Who gives a shit? It’s like, again, I think that’s the market that definitely will get a pretty significant beating. Bertrand SchmittAnother market for me, we talk about Adobe, but content creation tools. Here, I think there is a dramatic shift in how you use them. Before you use another Photoshop to replace something in a picture, change a slightly picture stuff. Now, you just say, hey, remove this guy from the picture. Hey, replace. Hey, create that picture from scratch. I have five photo IDs, put these guys in context, put them in your meeting room, and go for it. This is such transformational versus how you used to work before that I think some of this industry is getting destroyed.There will be simply no point of using these tools anymore because something else is just 10X better. That is not even a question. You could argue there is still a niche of professionals doing stuff in an always because it guarantees a bit more higher quality or this or that. Sure. But overall, this is getting disrupted big time and the much bigger business might be totally new and totally AI native. Nuno Goncalves PedroI will do a parochial comment. We have two investments in the content creation space, one more on the marketing side and the other one more on the hardcore content creation side. They’re both AI from inception, so they’re both AI native. One of them is called LetsEnhance, the other one is called blaze.ai. I feel it’s true that there’s going to be a lot of replacement of some of the content creation tools in certain markets like consumer and prosumer, driven by the Nano Bananas of the world and all that stuff.But on the top end and in enterprise and all that stuff, we feel that AI native content creation tools are there to be. It’s actually one of the areas of what I would call use cases or AI apps/platforms where I feel being AI native will give you an advantage. Just being a cross-cut play around the market being Anthropic or OpenAI, whatever, actually won’t solve the problem for some of the markets that need to be served in. Bertrand SchmittMakes sense. I agree with you. Maybe more quickly, some point solutions, relatively high risk. If you have a single function tool, then could be easily replaced potentially by an AI agent. We already talk about it. If you are too SMB-focused, that’s not the best segment of the market, typically. Maybe you can have a single test to check if that company is at risk. If you were to replace that tool, can a $20 a month AI agent do this task? If switch it cost are low, then maybe that’s not a good business opportunity. Maybe you should not invest, or you should sell the stock.Again, maybe you have to focus more on regulated niches, hardware dependent, critical private data, solutions where there is already outcome or value-based pricing in place. You have to put some rules and analysis to help you understand, is this business at risk of significant disruption or not? Not all business are the same. As an investor, that might mean that there would be some good opportunities. SaaS businesses that are going to emerge even stronger right now are at a cheap discount. Nuno Goncalves PedroAbsolutely. I think at the end of the day, certain basic workflow tools that are out there to simplify CRM, some very basic ERP modules, anything that’s very, very simple in terms of if this then that, all those tools are also going to be slaughtered relatively soon, sadly. If you’re in that space, maybe time, as Bertrand was saying earlier, to pivot, to go after some fundamental differentiation, or to do something else. You want to conclude, Bertrand? Bertrand SchmittConclusionSure. I guess we could see that from a trade perspective, from an investor perspective. I think it’s creating quite genuinely some opportunities. Some stocks are in the bargain, some of those are value traps, so you better get your investment skills in order. PE, private credit, definitely a lot of risk, not just from AI, I think from basic fraud as well.Secondary market, as you just say, it’s not an easy one. It’s a canary in the coal mine. I think you will agree, but this is before getting between AI native versus everything else these days, especially if you are more early stage. A more established business, it’s a different thing. But right now, just starting a regular SaaS company, that’s a tough one. From an investor perspective, you need to pivot as fast as you can from seed-based pricing, hybrid, outcome-based, value-based pricing. You have to do the move quickly. You don’t want to be pushed when it’s too late.Build-versus-buy is real, and that will only accelerate as coding agents mature. Vertical specialization, proprietary data are strong moat. They were before as well, so it’s nothing new. But I think the importance of having a true moat is more critical than ever. Lots of companies have received investment with not enough moat, and that’s the one getting destroyed in the private and public market. If you have strong matrix, there is a question of when is a good time to exit? I don’t know if the relations will ever come back. I think it truly depends as well on your business, a strategic fit with acquisition opportunities.Anecdotally, I have seen some businesses who look at exit opportunities and now are finding attractive options. It’s not all that dark, I would say. Maybe to answer to the question, do we have a SaaS apocalypse? Yes and no. Some companies are going to end badly, some companies are going to emerge stronger. I think that’s it for today. Thank you, Nino. Nuno Goncalves PedroThank you, Bertrand.
She helped grow a YouTube channel from 100,000 to 14 million subscribers in just four years, all while balancing a suite of other successful podcasts and media ventures? Grace Miller, Head of Failure and Experimentation at Flight Story, the powerhouse behind "The Diary of a CEO" and other massive shows, shares her unique insights. In this episode, Grace pulls back the curtain on the world of high-stakes content creation, revealing the ingenious experiments and surprising failures that have fueled their meteoric rise. If you're obsessed with crafting great content and eager to understand the nuanced mechanics of YouTube growth, this conversation offers an unparalleled look into how one of the industry's leading teams navigates the ever-evolving digital landscape.Timestamps:00:00 Introduction02:00 The Scale of Diary of a CEO & Flight Story04:40 When Doubling Content Backfired08:01 Why Multiple YouTube Channels?13:00 Measuring YouTube Experiments15:37 Underutilized YouTube Features21:55 The Power of YouTube Chapters26:06 Anatomy of a Successful Experiment29:20 The Localization & Dub Experiment35:45 Designing Effective Experiments37:33 Core Metrics for YouTube Growth40:08 Tactics for Returning Viewers47:20 The Culture of Failure and Learning51:40 YouTube vs. Podcast Content54:26 Embracing Failure Personally59:00 The Value of Action Over Inaction1:03:00 Fostering a Culture of Experimentation1:11:57 AI in Content Creation1:16:17 The Future of the Creator Economy1:20:24 Targeting the Right Audience, Not Just All Audiences1:25:21 Grace's Personal Experimentation Journey1:28:31 Lead vs. Lagging Indicators for GrowthIf you enjoyed this episode, please like and subscribe, share it with your friends, and leave a review. I read every single one.Learn more about the podcast: https://nathanbarry.com/showFollow Nathan:Instagram: https://www.instagram.com/nathanbarryLinkedIn: https://www.linkedin.com/in/nathanbarryX: https://twitter.com/nathanbarryYouTube: https://www.youtube.com/@thenathanbarryshowWebsite: https://nathanbarry.comKit: https://kit.comFollow Grace:Instagram: https://www.instagram.com/graceexperimentsLinkedIn: https://www.linkedin.com/in/grace-miller-linked-inFeatured in this episode:Kit: https://www.kit.comHighlights:04:40 When Doubling Content Backfired08:01 Why Multiple YouTube Channels?13:00 Measuring YouTube Experiments15:37 Underutilized YouTube Features21:55 The Power of YouTube Chapters
What does it take to make a joke land in a language it was never written for? How do you know when the emotional contract with an audience has held, and when has it broken? Scott McCarthy has been sitting with those questions for more than twenty years. As VP of Localization at DreamWorks Animation Television, he oversees dubbing across 30+ markets, from Shrek to preschool series to song-heavy productions, each one requiring a different set of creative partners, a different set of decisions, and a different kind of trust. In this conversation, Scott shares a description of localization work that stopped both of us cold: "We breathe in X language and we exhale Y." From there, we go deep into what trust actually means between a content creator and an audience, why choosing the right studio partners in each market is more important than any single script decision, and why he believes a great dub deserves to be called an original production. We find common ground between localization and audio description: two fields that often get misclassified as translation, when what they actually involve is millions of tiny creative decisions, layered on top of each other, in service of a single goal. The seamlessness is the craft. And we talk about AI honestly, with care for everyone navigating this, including the people under real pressure to move faster than the audience's trust can absorb. This one went somewhere neither of us planned. We are already scheduling part two.
Localization is rarely a consumer-facing process. While we're far removed from the days of "all your base are belong to us", it's a critical component of any international game release. How do you make sure things make sense in each language? What's the difference between translation and localization? What's up with German? All of these questions and more are covered with our guest, Claudia Ricciuto (localization project manager), as we dive deep into what it takes to make a game comprehensible across multiple languages. YouTube: https://youtu.be/hpQwnHjd-OQ Join the Atari Club on Discord: https://discord.gg/atariclub Follow us: Atari: X: https://x.com/atari BlueSky: https://bsky.app/profile/atari.com Claudia: https://www.linkedin.com/in/claudia-ricciuto/ Jason Polansky: https://bsky.app/profile/jaysofdoom.bsky.social
In this special episode, Antoine Rey talks to some great talent in the localization industry that are open to new positions.
Georg Ell, CEO of Phrase, returns to SlatorPod for round 3 to talk about how the language technology platform (LTP) is evolving amid the AI boom and the shifting dynamics in enterprise SaaS.Georg shares how Phrase has doubled down on a platform and ecosystem strategy that encourages customers to build solutions on top of the LTP's system rather than forcing them into a closed system.The CEO addresses the broader AI narrative affecting SaaS companies and explains that investor uncertainty about long-term software value has created anxiety across the sector.Georg argues that the AI boom has triggered a “build vs buy” debate inside many enterprises, with engineering teams experimenting with internal solutions. He explains how the gap between building a demo versus running a reliable, scalable system is where most internal projects fail.Georg notes that core AI translation quality improvements seem to be plateauing, but AI continues to significantly enhance the layers surrounding translation. He highlights improvements in context handling, evaluation, automated post-editing, and orchestration that allow companies to translate more content at lower human review rates.The CEO says localization must move beyond cost reduction narratives and instead focus on business outcomes such as hiring efficiency, support performance, and revenue metrics. Georg predicts 2026 will bring more production-grade AI applications, including personalization, multimodal content, and automation across the enterprise. He believes language technology will be framed as content adaptation and delivery rather than simply translation.
In this episode of Surgical Readings, host Rick Greene, MD, FACS, connects with Lejla Hadzikadic-Gusic, MD, MS, FACS, for an engaging conversation about a study that is reshaping the way surgeons localize nonpalpable malignant breast disease. Dr. Hadzikadic-Gusic discusses her randomized trial, published in the Annals of Surgery (A Randomized, Single-Center, Superiority Trial of Radioactive Seed Location versus Wire Localization for Malignant Breast Disease), comparing two commonly used localization methods: traditional wire placement and radioactive seed technique. Listeners will hear how her team set out to answer an important question in breast surgery: Can we improve the patient experience without compromising clinical outcomes? While both techniques performed similarly in achieving clear surgical margins, the study uncovered compelling differences in what matters to patients and care teams. Tune in to learn how radioactive seed localization led to higher satisfaction, less anxiety, and greater convenience for patients—and offered workflow advantages for surgeons. Talk about the podcast on social media using the hashtag #SurgicalReadings Copyright © 2026 by the American College of Surgeons (ACS). All rights reserved. The contents of these materials may be cited in academic publications but otherwise may not be reproduced, disseminated, or transmitted in any form by any means without the express written permission of ACS. These materials may not be resold nor used to create revenue-generating content by any entity other than the ACS without the express written permission of the ACS. The contents of these materials are strictly prohibited from being uploaded, shared, or incorporated in any third-party applications, platforms, software, or websites without prior written authorization from the ACS. This restriction explicitly includes, but is not limited to, the integration of ACS content into tools leveraging artificial intelligence (AI), machine learning, large language models, or generative AI technologies and infrastructures.
Daphne Tay, Founder and CEO of Bluente, joins SlatorPod to talk about building an AI-powered document translation platform that goes beyond text and tackles the complexities of formatting at scale.Daphne explains that formatting challenges vary significantly across file types, from scanned PDFs to multi-column layouts and complex graphics, requiring deep technical handling of document structures.The CEO points to legal and financial services as core verticals, citing the example of investment banking teams uploading hundreds of pages overnight to meet tight deal deadlines. Daphne discusses how large language models have accelerated translation quality and increased market openness to AI adoption, especially among legal professionals who want to reduce time spent on non-billable translation tasks.She highlights that human reviewers still remain essential for court filings, arbitration, and high-stakes documents requiring certification or final sign-off.Daphne shares that Bluente raised funding to expand internationally, increase brand visibility, and partner with investors experienced in scaling B2B SaaS and AI businesses.The pod wraps with Daphne outlining a forthcoming feature that enables temporary translation memory, allowing only recently edited sections of a document to be retranslated while preserving previously approved text.
Biotech Bytes: Conversations with Biotechnology / Pharmaceutical IT Leaders
AI in Pharma Marketing with Nataliya Andreychuk | Pharma Content Strategy, Personalization & Localization #pharmamarketing #aihealthcare #digitalpharmaIn this episode, we talk about how AI is changing pharma marketing and communication. Nataliya Andreychuk, CEO of Viseven, explains how teams use AI to create content that follows rules and connects with doctors and patients. Please visit our website to get more information: https://swangroup.net/ We cover how marketing in pharma is moving from product-focused to useful and relevant messages. Nataliya discusses personalization at scale and how digital tools help make content faster and more accurate. You will hear why data, CRM, and social listening help shape content strategy and how AI helps reduce time for localization and regulatory checks. The episode explains how communication between medical teams and commercial teams is becoming closer with smarter tools. This talk shows how relevant content makes it easier for healthcare professionals and patients to find answers and improve engagement.Links from this episode:✅ Get to know more about Steven Swan: https://www.linkedin.com/in/swangroup ✅ Get to know more about Nataliya Andreychuk: https://www.linkedin.com/in/andreychuk ✅ Learn more about Viseven: https://viseven.com/ ✅ Nataliya's Music Pick: https://www.youtube.com/watch?v=Vh9sBLXBZII
Steve Maule, Vice President of Global Sales at Acclaro, joins host Brendon Dennewill to explore what happens to revenue teams when growth accelerates, and why clarity and communication are the difference between scaling successfully and exposing misalignment. With over 14 years in the localization and language services industry and a track record that includes onboarding brands like Spotify, IKEA, Nvidia, and Disney, Steve brings a uniquely global lens to challenges every RevOps leader faces.From defining what "qualified pipeline" actually means to knowing when to add structure without killing agility, Steve shares hard-won lessons on building aligned go-to-market teams. The conversation also dives into AI's role in reshaping sales and marketing, and why the localization industry offers a compelling preview of how people's roles evolve rather than disappear. This episode is essential listening for RevOps professionals, sales leaders, and executives navigating growth at scale.What You'll LearnThe two essential levers leaders must use to maintain team alignment and clarity as growth accelerates.How to design a structured 'go/no-go' framework for sales qualification that ensures cross-functional alignment across go-to-market teams.Recognizing and avoiding the risks of fundamentally misaligned Sales and Operations KPIs.The necessary building blocks for an organization to successfully move from simply tracking data to fully operating with it.Localization as a growth engine: understanding the difference between simple translation and driving global scale through cultural nuance.Why new technology like AI becomes 'table stakes' quickly, and where the real people's competitive advantage will lie in the near future.Resources MentionedAcclaro LinkedIn Sales Tools Is your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizations A clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not) Let's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!
Today on Astronomy Daily: NASA's Artemis II mission is rolling back to the Vehicle Assembly Building today after a helium flow issue dashed hopes of a March launch. We cover the latest on what went wrong, what it means for the April window, and what happens next. We also have five more stories to get through: Perseverance just gained the ability to locate itself on Mars with GPS-like precision — no Earth assistance required. Scientists have published a daring plan to intercept interstellar comet 3I/ATLAS using a solar slingshot manoeuvre, with a launch in 2035 and a 50-year journey to follow. China's mysterious Shenlong space plane is back in orbit on its fourth mission, and we still know almost nothing about it. We run through this week's packed launch schedule — including Rocket Lab's hypersonic scramjet test flight happening today, and Firefly Aerospace's return to flight on Friday. And we close with a genuinely beautiful piece of science: researchers have used supercomputers to solve a 50-year-old mystery about how elements move inside red giant stars. In This Episode 00:00 — Introduction 01:30 — Story 1: Artemis II rollback — the latest 05:30 — Story 2: Perseverance gets GPS on Mars 09:00 — Story 3: The 50-year mission to chase 3I/ATLAS 12:30 — Story 4: China's Shenlong space plane — Mission 4 15:00 — Story 5: This week's launch schedule 17:30 — Story 6: Supercomputers solve the red giant mystery 19:30 — Outro Find Us Website: astronomydaily.io Social: @AstroDailyPod Network: Bitesz.com Podcast NetworkBecome a supporter of this podcast: https://www.spreaker.com/podcast/astronomy-daily-space-news-updates--5648921/support.Sponsor Details:Ensure your online privacy by using NordVPN. To get our special listener deal and save a lot of money, visit www.bitesz.com/nordvpn. You'll be glad you did!Become a supporter of Astronomy Daily by joining our Supporters Club. Commercial free episodes daily are only a click way... Click HereThis episode includes AI-generated content.
In this episode, Carlos Gonzalez de Villaumbrosia, Founder & CEO at Product School, interviews Tim Simmons, Chief Product Officer at Walmart International, the retail giant serving 255 million customers weekly across 18 countries. Tim is leading a massive transformation to move from decentralized tech stacks to global platforms that empower local innovation.Tim explains why complexity is actually a competitive advantage when training AI. He dives deep into Agentic AI and the concept of Orchestrators—systems that manage workflows between agents to automate tasks like user story generation with 88% accuracy. He also shares the strategy behind the Walmart Translation Platform (WTP), which has cut translation costs by 99% while increasing speed and trust.What you'll learn:The Orchestrator Strategy: How to build AI systems where project manager agents coordinate tasks for maximum efficiency.Global vs. Local: A framework for building core platforms that scale while allowing for hyper-local customization.The ROI of AI: How Walmart tracks adoption and accuracy, not just productivity.Human in the Loop: Why keeping humans involved in AI workflows actually makes the models smarter over time.Key takeaways:Complexity is Data: The more you expose AI to your organization's complexity, the more resilient and accurate it becomes.Trust Through Nuance: Successful localization isn't just word-for-word translation; it's about capturing intent to build customer trust.Platform Discipline: Moving from bespoke builds to multi-tenant codebases is essential for scaling innovation globally.Credits:Host: Carlos Gonzalez de VillaumbrosiaGuest: Tim SimmonsSocial Links: Follow our Podcast on Tik Tok here Follow Product School on LinkedIn here Join Product School's free events here Find out more about Product School here
Did your brand just spend $7 million on a 30-second ad that alienated or ignored half its potential audience?Agility requires a willingness to challenge long-held assumptions—like the idea that a celebrity and a massive budget are all you need for a winning Super Bowl ad. It demands that brands move from gut feelings to data-driven insights to understand what truly resonates with their audience.Today, we're going to talk about the biggest advertising event of the year: the Super Bowl. Millions of dollars are spent, careers are made, and brands have one 30-second shot to capture the zeitgeist. But beyond the spectacle and the morning-after buzz, what actually drives results? We'll dig into the data behind the ads, exploring which brands successfully connected with key audiences, what the data says about using celebrities, and how the smartest brands think about the Super Bowl not as a single event, but as a strategic play in a much larger game.To help me discuss this topic, I'd like to welcome, Nataly Kelly, CMO at Zappi. About Nataly Kelly Nataly Kelly is Chief Marketing Officer at Zappi, based in Boston, MA. Previously she served at HubSpot as Vice President of Marketing, Vice President of International Operations and Strategy, and Vice President of Localization. Nataly Kelly on LinkedIn: https://www.linkedin.com/in/natalykelly/ Resources Zappi: https://www.zappi.io Take your personal data back with Incogni! Use code AGILE at the link below and get 60% off an annual plan: https://incogni.com/agile The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Get the Zappi Lessons in Advertising: Super Bowl LX report: https://www.zappi.io/web/learnings-from-super-bowl-ads-2026/Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://www.thecrmc.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://advertalize.com/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.
Did your brand just spend $7 million on a 30-second ad that alienated or ignored half its potential audience? Agility requires a willingness to challenge long-held assumptions—like the idea that a celebrity and a massive budget are all you need for a winning Super Bowl ad. It demands that brands move from gut feelings to data-driven insights to understand what truly resonates with their audience. Today, we're going to talk about the biggest advertising event of the year: the Super Bowl. Millions of dollars are spent, careers are made, and brands have one 30-second shot to capture the zeitgeist. But beyond the spectacle and the morning-after buzz, what actually drives results? We'll dig into the data behind the ads, exploring which brands successfully connected with key audiences, what the data says about using celebrities, and how the smartest brands think about the Super Bowl not as a single event, but as a strategic play in a much larger game.To help me discuss this topic, I'd like to welcome, Nataly Kelly, CMO at Zappi. About Nataly Kelly Nataly Kelly is Chief Marketing Officer at Zappi, based in Boston, MA. Previously she served at HubSpot as Vice President of Marketing, Vice President of International Operations and Strategy, and Vice President of Localization. Nataly Kelly on LinkedIn: https://www.linkedin.com/in/natalykelly/ Resources Zappi: https://www.zappi.io Take your personal data back with Incogni! Use code AGILE at the link below and get 60% off an annual plan: https://incogni.com/agile The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Get the Zappi Lessons in Advertising: Super Bowl LX report: https://www.zappi.io/web/learnings-from-super-bowl-ads-2026/Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://www.thecrmc.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://advertalize.com/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
Slator's Head of Research Anna Wyndham joins Florian on the pod to discuss Slator's new Pro Guide: Growth Hacks for Language Technology Platforms, describing it as a practical playbook for turning strong AI products into scalable revenue.Florian highlights ElevenLabs' USD 500m raise at an USD 11bn valuation and Synthesia's USD 200m round as evidence that investor appetite for voice AI is accelerating rapidly. Florian connects that funding momentum to product launches, including ElevenLab's Expressive Mode and YouTube's expanding AI dubbing push.The duo then reviews YouTube's AI dubbing in German and Spanish, finding the intelligibility and naturalness impressive, but rhythm and intonation still mirroring the English source language too closely.Anna turns to new academic research arguing that current text-to-speech evaluation methods under-test real-world deployment factors such as long-form consistency, punctuation handling, and robustness across messy inputs.Anna reports that Appen delivered double-digit revenue growth and an EBITDA turnaround in Q4 FY25, driven by a higher share of generative AI projects and strong momentum in China.Florian closes by touching on prompt injection issues in AI translation tools, RWS's return to growth, and Lionbridge's ownership transition.
Florian and Esther discuss the language industry news of the past few weeks, starting with senior hires in revenue and operations at DeepL and what this signals about the LTP's next phase.The duo then turns to new data from AI labs and hyperscalers, where Florian highlights findings from Anthropic's research showing AI is settling into a support role rather than full automation, with usage concentrated around review and validation, and humans remaining firmly in the loop.On the consumer side, Esther points to Microsoft Copilot data showing translation and language learning as one of the most common everyday AI use cases. Florian flags Adobe's new “Translate this PDF” feature, where formatting was the main issue rather than translation accuracy.The conversation then shifts to infrastructure, where Florian emphasizes how NVIDIA is positioning itself at the center of real-time multilingual voice ecosystems by open-sourcing models while driving demand for its hardware.The duo unpacks OpenAI's quiet launch of ChatGPT Translate. Esther notes that reactions have been mixed, with many seeing the interface as basic, while Florian stresses the strategic importance of the move. Then the two disagree on whether or not the AI's default prompt to make the translation sound “more fluent” makes any sense.Esther walks through recent M&A activity and funding rounds, highlighting acquisitions in Europe and the US alongside major raises by Synthesia, Deepgram, and reportedly ElevenLabs.Florian concludes with a look at an S-1 filing by a tiny company, using it as an example of how the US capital markets accommodate everything from billion-dollar AI firms to survival-stage experiments.
In episode 557 of 'Coffee with Butterscotch,' the brothers share updates on How Many Dudes, touching on the demo's strong performance, upcoming localization, and ongoing community management. They dig into the feedback they're getting, how it shapes balance and feature decisions, and what they're preparing for as Steam Next Fest approaches. The focus is on understanding what players are asking for and charting the path toward a solid full launch.Support How Many Dudes!Official Website: https://www.bscotch.net/games/how-many-dudesTrailer Teaser: https://www.youtube.com/watch?v=IgQM1SceEpISteam Wishlist: https://store.steampowered.com/app/3934270/How_Many_Dudes00:00 Cold Open00:38 Introduction and Welcome02:04 Demo Performance and Player Engagement04:52 Localization and Language Expansion08:37 Upcoming Features and Game Modes12:00 Promotional Strategies and Events15:43 Looking Ahead: Next Fest and Future Plans17:48 The Power of Demos in Game Promotion19:31 Balancing Game Mechanics and Player Experience24:24 Navigating Player Feedback and Expectations27:49 Understanding Player Perspectives and Feedback31:38 The Challenge of Expertise in Game Development36:30 Managing Community Reactions and Expectations37:44 Navigating Player Emotions in Game Development40:28 Building a Positive Community Culture42:19 Managing Feedback and Expectations45:56 The Evolution of Early Access and Player Interaction49:49 The Ongoing Conversation Between Developers and PlayersTo stay up to date with all of our buttery goodness subscribe to the podcast on Apple podcasts (apple.co/1LxNEnk) or wherever you get your audio goodness. If you want to get more involved in the Butterscotch community, hop into our DISCORD server at discord.gg/bscotch and say hello! Submit questions at https://www.bscotch.net/podcast, disclose all of your secrets to podcast@bscotch.net, and send letters, gifts, and tasty treats to https://bit.ly/bscotchmailbox. Finally, if you'd like to support the show and buy some coffee FOR Butterscotch, head over to https://moneygrab.bscotch.net. ★ Support this podcast ★
Karl Strovink, CEO of Blue Bottle Coffee, discusses the brand's evolution, its commitment to quality and sustainability, and the innovative approaches being taken to redefine coffee experiences. He highlights the importance of community, the role of creativity in coffee culture, and the challenges posed by climate change. Strovink also shares insights on leadership and the significance of caring in building a better world.Takeaways:Blue Bottle Coffee is a leader in the specialty coffee segment.The brand is known for its commitment to quality and hospitality.James Freeman's artistic influence still shapes the coffee experience.Instant coffee can be made with specialty-grade coffee.Sustainability is a core value for Blue Bottle Coffee.Exploring alternative coffee varietals is essential for the future.Climate change poses significant challenges to coffee production.Blue Bottle achieved carbon neutrality in 2024.Dairy alternatives are becoming increasingly popular among consumers.Community engagement is crucial for successful expansion. Trends blowing West and East as they expand their footprint.Sound bites:“James Freeman brought artistic sensibility into the world of coffee.”“as a brand, Blue Bottle punches way above its weight. mean, we have anywhere from 15 to 30 % mass market awareness as a brand, but we occupy less than one half of 1 % share in the marketplace.”“We strongly believe that there's a better way with instant coffee and that instant can be specialty.”“It turns out that if you actually consider what can be done with those other varietals like Robusta, and treat them the way you do Arabica species, they can produce beautiful coffees.”“We did the hard work to actually baseline ourselves to understand our footprint across the value chain from green coffee all the way through to our offices.”“We've shifted our sourcing in certain places around the world to favor more regenerative, more healthy soil systems, farms, and farming practices.”“Many guests were preferring oat milk. So we just said, why don't we just lean into it?”“We're down something like two thirds in our emissions intensity around electricity around the world from the US to China and Japan.”“We in the US made the call in 2020 to be a primarily a work from home, remote workforce. Ss you can imagine, emissions intensity goes down from that.”"We want to scale with distinction."“We're repositioning the coffee category towards an East-West axis.”“Coffee is about building community, not just harvesting of business opportunities.”Links:Karl Strovink on LinkedIn - https://www.linkedin.com/in/karl-strovink-9852a517/Blue Bottle Coffee - https://bluebottlecoffee.com/us/engBlue Bottle Coffee on Facebook - https://www.facebook.com/bluebottlecoffeeBlue Bottle Coffee on Instagram - https://www.instagram.com/bluebottleBlue Bottle Coffee on X - https://x.com/bluebottleroastBlue Bottle Coffee on YouTube - https://www.youtube.com/channel/UCyki4e6RG84BT_xzi4oYkRw…A CEO for All Seasons, Book by Kurt Strovink (and others) - https://www.mckinsey.com/featured-insights/mckinsey-on-books/ceo-for-all-seasonsAmerican Nations, Book by Colin Woodard - https://colinwoodard.com/books/american-nations/…Brands for a Better World Episode Archive - http://brandsforabetterworld.com/Brands for a Better World on LinkedIn - https://www.linkedin.com/company/brand-for-a-better-world/Modern Species - https://modernspecies.com/Modern Species on LinkedIn - https://www.linkedin.com/company/modern-species/Gage Mitchell on LinkedIn - https://www.linkedin.com/in/gagemitchell/…Print Magazine Design Podcasts - https://www.printmag.com/categories/printcast/…Heritage Radio Network - https://heritageradionetwork.org/Heritage Radio Network on LinkedIn - https://www.linkedin.com/company/heritage-radio-network/posts/Heritage Radio Network on Facebook - https://www.facebook.com/HeritageRadioNetworkHeritage Radio Network on X - https://x.com/Heritage_RadioHeritage Radio Network on Instagram - https://www.instagram.com/heritage_radio/Heritage Radio Network on Youtube - https://www.youtube.com/@heritage_radioChapters:03:00 Introduction to Blue Bottle Coffee08:04 The Evolution of James Freeman's Role10:54 Innovations from the Blue Bottle Studio13:39 Quality and Technology in Instant Coffee18:21 Securing the Future of Coffee22:27 Exploring Coffee Varietals Beyond Arabica26:46 Achieving Carbon Neutrality and Sustainability Goals33:10 The Shift to Oat Milk and Consumer Preferences37:11 East Meets West: Blue Bottle's Global Expansion41:56 Bridging Cultures: The East-West Connection42:43 Uniformity vs. Localization in Coffee44:19 Crafting Unique Experiences: The Blue Bottle Journey45:48 Balancing Innovation and Tradition49:46 Strategic Growth: Expanding with Distinction52:06 Word of Mouth: Building a Loyal Customer Base55:34 Lessons from Converse: Brand Stewardship and Leadership01:00:37 The Balance of Profit and Purpose01:04:03 Caring for Community: Building a Better WorldSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
https://stonemaiergames.com/working-with-localization-partners-in-2026/
In episode 555 of 'Coffee with Butterscotch,' the brothers unpack what the How Many Dudes demo is teaching them about speed, feedback, and player expectations. They talk about influencer momentum, the challenges of balancing once players latch onto specific builds, and why moving fast matters more than ever. The episode closes with 2026 predictions, touching on AI, platform shifts, and why focused indie teams may thrive in the noise.Support How Many Dudes!Official Website: https://www.bscotch.net/games/how-many-dudesTrailer Teaser: https://www.youtube.com/watch?v=IgQM1SceEpISteam Wishlist: https://store.steampowered.com/app/3934270/How_Many_Dudes00:00 Cold Open00:35 Introduction and Welcome10:49 The Success of How Many Dudes Demo24:45 Marketing Strategies and Community Engagement25:42 Demo Development and Market Positioning29:00 Localization and International Reach31:52 Balancing Game Mechanics and Player Expectations40:19 Feedback and Iteration in Game Development45:15 Predictions for the Future of Gaming50:46 The Hardware Crisis: RAM and GPUs in the AI Era53:35 AI's Limitations: The Reality of Digital Assistants56:21 The Rise of Indie Games Amidst AI Slop01:00:29 The Search for Authenticity in Gaming Experiences01:07:51 The Future of Game Distribution: Predictions for Major PlatformsTo stay up to date with all of our buttery goodness subscribe to the podcast on Apple podcasts (apple.co/1LxNEnk) or wherever you get your audio goodness. If you want to get more involved in the Butterscotch community, hop into our DISCORD server at discord.gg/bscotch and say hello! Submit questions at https://www.bscotch.net/podcast, disclose all of your secrets to podcast@bscotch.net, and send letters, gifts, and tasty treats to https://bit.ly/bscotchmailbox. Finally, if you'd like to support the show and buy some coffee FOR Butterscotch, head over to https://moneygrab.bscotch.net. ★ Support this podcast ★
Alexandra Szynkarski, Head of EMEA Regional Marketing delves into Amplitude's unique position in the digital analytics space, highlighting how the platform goes beyond traditional metrics to provide deep insights into user behavior. Alexandra explains the importance of understanding customer needs and the role of data-driven decision-making in acquisition, retention, and monetization strategies. She discusses the evolving role of marketing leaders, the significance of regionalization in messaging, and the impact of AI on the future of marketing. Alexandra also offers advice for aspiring marketers, emphasizing the importance of curiosity and a well-rounded understanding of various marketing disciplines. About Amplitude Amplitude is the leading AI digital analytics platform, helping over 4,500 customers—including Atlassian, Burger King, NBCUniversal, Square, and Under Armour—build better products and digital experiences. With powerful AI Agents embedded across the platform, Product, Marketing & Growth teams can analyze, test, and optimize user experiences faster than ever, making Amplitude a best-in-class solution and a top-ranked leader in multiple categories in G2's Fall 2025 Report. About Alexandra Szynkarski Alexandra Szynkarski is a Marketing Leader based in Paris, currently leading EMEA Regional Marketing at Amplitude, the AI Analytics Platform. She specializes in go-to-market strategies, regional growth, and building high-impact programs that impact business revenue. With experience scaling B2B technology across Europe, she's passionate about helping teams turn data into better customer experiences. Time Stamps 00:00:18 - Guest Introduction: Alexandra Szynkarski 00:02:25 - The Importance of Regionalization in Marketing 00:03:12 - Overview of Amplitude's Product and Differentiation 00:08:11 - Amplitude's Application in B2B Marketing 00:11:22 - The Three Pillars: Acquisition, Retention, and Monetization 00:15:56 - Quality Demand Generation and Market Positioning 00:18:08 - Localization vs. Translation in Marketing 00:21:07 - The Future of Marketing Roles with AI Integration 00:24:48 - Advice for Aspiring Marketers Quotes "At the end of the day, it's really about trying to understand how your prospects and your customers are moving through the digital journey." Alexandra Szynkarski, Head of EMEA Regional Marketing at Amplitude. "Our job is to make sure that the sales teams are speaking to those high intent buyers when it actually matters. It's not about volume; it's very much about quality." Alexandra Szynkarski, Head of EMEA Regional Marketing at Amplitude. Follow Alexandra: Alexandra Szynkarski on LinkedIn: https://www.linkedin.com/in/alexandra-szynkarski-b1472926 Amplitude website: https://amplitude.com/ Amplitude on LinkedIn: https://www.linkedin.com/company/amplitude-analytics/ Follow Mike: Mike Maynard on LinkedIn: https://www.linkedin.com/in/mikemaynard/ Napier website: https://www.napierb2b.com/ Napier LinkedIn: https://www.linkedin.com/company/napier-partnership-limited/ If you enjoyed this episode, be sure to subscribe to our podcast for more discussions about the latest in Marketing B2B Tech and connect with us on social media to stay updated on upcoming episodes. We'd also appreciate it if you could leave us a review on your favourite podcast platform. Want more? Check out Napier's other podcast - The Marketing Automation Moment: https://podcasts.apple.com/ua/podcast/the-marketing-automation-moment-podcast/id1659211547
In this episode of Space for Life, host Tommy Thompson is joined by Dr. Wendi Lord, Vice President of Localization for the Come and See Foundation, the organization responsible for taking The Chosen to the world.Wendi shares her journey from the corporate and publishing worlds into a calling that sits at the intersection of faith, technology, and human flourishing. The conversation explores the ambitious mission to translate The Chosen into 600 languages, the importance of delivering content in heart languages, and how emerging technologies like AI are being thoughtfully used to serve people who would otherwise never hear the story of Jesus.Together, Tommy and Wendi wrestle with both the promise and the risks of new technologies, discussing how AI can support spiritual formation, creativity, and global connection without replacing human discernment, community, or God's sovereignty. This episode offers a hopeful and grounded vision for engaging technology faithfully while staying rooted in what matters most.Key TopicsThe mission of The Chosen and the Come and See FoundationDr. Wendi Lord's journey from corporate leadership to faith based workWhy localization is more than translationThe concept of heart languages and cultural relevanceReaching a billion people through technology and storytellingUsing AI to support translation and lower resourced languagesOpportunities and threats presented by emerging technologiesFaith, discernment, and God's sovereignty in a digital ageHuman flourishing in a technology driven world(0:00) Introduction and Wendi's Story(4:34) From Corporate Leadership to Calling(12:07) The Chosen and the Mission of Come and See(18:15) Reaching a Billion People Through Story(26:09) The Role of AI in Localization and Translation(31:48) Speech to Speech Technology and Heart Languages(39:31) Risks and Threats of Emerging Technologies(49:14) Opportunities for Faith, Creativity, and Human Flourishing(56:30) Balancing Technology With Human Connection(1:05:49) Final Encouragement and HopeLove the show? Subscribe, rate, review, and share! http://tommythompson.org
Alexa Ray Corriea chats with Oli Chance and Morgan Rushton from localization studio Shloc Ltd. Together they discuss how they got into the business of game localization; their long history working on massive IP like the Final Fantasy, Dragon Quest, and Death Stranding series; how they tackle challenges like translating cultural differences; and working with actors and directors to localize performances. Watch this episode on our YouTube channel. If you enjoyed this episode, please consider leaving us a rating and review. This episode is supported by Xsolla Episode Host: Alexa Ray Corriea Producers: Claudio Tapia and Josh Chu, The Academy of Interactive Arts & Sciences If you enjoyed this episode, please consider subscribing and leaving us a rating and review. Follow us: linktr.ee/AIAS Please consider supporting game dev students with: AIAS Foundation
Marek Kozlowski, Head of the AI Lab at Poland's National Information Processing Institute, discusses project PLLuM (Polish Large Language Models). PSA for AI builders: Interested in alignment, governance, or AI safety? Learn more about the MATS Summer 2026 Fellowship and submit your name to be notified when applications open: https://matsprogram.org/s26-tcr. He shares how countries like Poland can achieve AI sovereignty by training small, locally-adapted models for specific languages and cultures, ensuring control, privacy, and cost advantages. The conversation delves into challenges like frontier models' English bias, EU regulations, and technical strategies like "Language Adaptation" on base models. Discover how transparently created, locally-controlled AI offers a viable path for nations to maintain their technological destiny. LINKS: National Information Processing Institute Show notes source with images PLLuM open chat service Sponsors: Google AI Studio: Google AI Studio features a revamped coding experience to turn your ideas into reality faster than ever. Describe your app and Gemini will automatically wire up the right models and APIs for you at https://ai.studio/build Agents of Scale: Agents of Scale is a podcast from Zapier CEO Wade Foster, featuring conversations with C-suite leaders who are leading AI transformation. Subscribe to the show wherever you get your podcasts Framer: Framer is the all-in-one platform that unifies design, content management, and publishing on a single canvas, now enhanced with powerful AI features. Start creating for free and get a free month of Framer Pro with code COGNITIVE at https://framer.com/design Tasklet: Tasklet is an AI agent that automates your work 24/7; just describe what you want in plain English and it gets the job done. Try it for free and use code COGREV for 50% off your first month at https://tasklet.ai Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive PRODUCED BY: https://aipodcast.ing CHAPTERS: (00:00) Sponsor: Google AI Studio (00:31) About the Episode (03:17) Sovereign AI in Poland (04:41) The Case for Localization (13:38) The PLUME Project's Mission (Part 1) (20:25) Sponsors: Agents of Scale | Framer (22:47) The PLUME Project's Mission (Part 2) (22:47) Defining Polish AI Values (35:32) Sourcing and Curating Data (Part 1) (35:38) Sponsors: Tasklet | Shopify (38:46) Sourcing and Curating Data (Part 2) (44:40) Small Models, Big Advantage (58:21) Training and Domain Adaptation (01:12:22) Compute, Talent, and Geopolitics (01:22:50) Forming International AI Alliances (01:27:41) Decentralized AI and Conclusion (01:31:47) Outro
Bringing a hit international food brand to the U.S. sounds glamorous, but behind every success story is a maze of challenges most consumers never see. In this special crossover episode of Taste Radio and the Nombase Podcast, Lucía Conejo-Mir of Ines Rosales and Jennifer Donnellan of Lakrids by Bülow reveal the real work behind breaking into the American market. From reinventing packaging and pricing to navigating cultural habits, supply-chain surprises, and the art of getting consumers to try something new, their stories are rich with hard-won insights and candid surprises. Show notes: 0:25: Lucía Conejo-Mir, Ines Rosales & Jennifer Donnellan, Lakrids by Bülow – Lucía highlights the origins of Ines Rosales – founded in Spain in 1910 – and how the brand adjusted its approach to marketing, packaging and merchandising for the U.S. market. Jennifer outlines a similar but more modern journey for Lakrids by Bülow, founded in 2007 to elevate Scandinavian licorice. Despite Germany being the company's primary market, unexpected U.S. DTC growth revealed strong demand, but the brand needed to rethink its labels and flavor cues for American consumers. Both Lucia and Jennifer discuss major operational hurdles for selling in the U.S., including strict packaging rules, and a fragmented U.S. market that requires regional strategies and a thoughtful pricing architecture. They concur that patience, persistence, and relationships matter as does adapting without losing authenticity, and treating the U.S. as a complex but rewarding long-term opportunity. Brands in this episode: Ines Rosales, Lakrids by Bülow
In a world drowning in data, is the 'big creative idea' for a holiday campaign an endangered species, or is it more critical than ever? Agility requires not just moving fast, but moving with confidence. It's the ability to validate creative instincts with real-world data, ensuring that your biggest bets are also your smartest ones. Today, we're going to talk about the high-stakes world of holiday advertising and the delicate balance between creative magic and data-driven methodology. We're going to talk about one such campaign for John Lewis, a popular British Department store whose holiday ads are a cultural event in the UK, where the stakes can be high. And they aren't alone. The holiday season is the equivalent of the Super Bowl for many brands, where a single campaign can define the entire year. Yet, for every heartwarming success story, there are countless others that miss the mark. So how do brands de-risk their biggest creative investments and ensure their message will actually resonate with consumers? About Nataly Kelly Nataly Kelly is Chief Marketing Officer at Zappi, based in Boston, MA. Previously she served at HubSpot as Vice President of Marketing, Vice President of International Operations and Strategy, and Vice President of Localization. Nataly Kelly on LinkedIn: https://www.linkedin.com/in/natalykelly/ Resources Zappi: https://www.zappi.io/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Watch the John Lewis "Where Love Lives" Ad: https://www.youtube.com/watch?v=z1bRlnyQeDk Zappi Report: Lessons in Advertising: Christmas 2025: https://email.zappistore.com/hubfs/Zappi%20Christmas%20Advertising%202025.pdf Zappi Report: The Connected Insights Imperative: https://www.zappi.io/web/connected-insights-imperative-report/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
In a world drowning in data, is the 'big creative idea' for a holiday campaign an endangered species, or is it more critical than ever?Agility requires not just moving fast, but moving with confidence. It's the ability to validate creative instincts with real-world data, ensuring that your biggest bets are also your smartest ones.Today, we're going to talk about the high-stakes world of holiday advertising and the delicate balance between creative magic and data-driven methodology. We're going to talk about one such campaign for John Lewis, a popular British Department store whose holiday ads are a cultural event in the UK, where the stakes can be high. And they aren't alone. The holiday season is the equivalent of the Super Bowl for many brands, where a single campaign can define the entire year. Yet, for every heartwarming success story, there are countless others that miss the mark. So how do brands de-risk their biggest creative investments and ensure their message will actually resonate with consumers? About Nataly Kelly Nataly Kelly is Chief Marketing Officer at Zappi, based in Boston, MA. Previously she served at HubSpot as Vice President of Marketing, Vice President of International Operations and Strategy, and Vice President of Localization. Nataly Kelly on LinkedIn: https://www.linkedin.com/in/natalykelly/ ResourcesZappi: https://www.zappi.io/The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnowCatch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/Watch the John Lewis "Where Love Lives" Ad: https://www.youtube.com/watch?v=z1bRlnyQeDk Zappi Report: Lessons in Advertising: Christmas 2025: https://email.zappistore.com/hubfs/Zappi%20Christmas%20Advertising%202025.pdf Zappi Report: The Connected Insights Imperative: https://www.zappi.io/web/connected-insights-imperative-report/Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.
App Masters - App Marketing & App Store Optimization with Steve P. Young
Most founders focus only on the US market, but what if the fastest path to scaling your app is right in your own country?In this episode, we're joined by Suphasit Thongniam, CEO of NubCal, an AI-powered calorie tracking app that helps users calculate calories by simply snapping a photo of their meal.NubCal has seen exceptional growth in Thailand thanks to strong localization, deep cultural understanding, and a highly effective Meta Ads strategy. Suphasit will share how doubling down on your home market can help you achieve product–market fit, improve retention, and build sustainable growth before expanding globally.If you're struggling to stand out in the crowded US market, this episode will give you a proven blueprint for winning with localization and scaling beyond borders.You will discover:✅ How to use localization to achieve product–market fit in your home country✅ How NubCal built traction by understanding Thai culture, language, and user behavior✅ Meta Ads strategies that work in growing international markets✅ How non-US markets can offer lower competition and high ROILearn More:Check NubCal: https://nubcal.comUse this special code for a 20% discount on NubCal's annual package:02C353You can also watch this video here: https://www.youtube.com/live/h1zUyMondkUWant expert guidance to grow your app? Book a quick call with App Masters:https://appmasters.com/contact-us/Indie App Santa: https://www.indieappsanta.comGet training, coaching, and community: https://appmastersacademy.com/*********************************************SPONSORSYou don't need a big team or budget to succeed in ASO.ASOMobile helps you find the best keywords, track your rankings, and see what competitors are doing — all in one simple platform.From November 17 to 23, you can try ASO Max, the most advanced plan from ASOMobile — completely free, no credit card needed.And if you want to keep growing, use the promo code APPMASTERS40 to get 40% off any plan, for any period at ASOMobile.net*********************************************