Podcasts about Salesforce

American software company

  • 7,284PODCASTS
  • 23,641EPISODES
  • 37mAVG DURATION
  • 5DAILY NEW EPISODES
  • Aug 28, 2026LATEST
Salesforce

POPULARITY

20192020202120222023202420252026

Categories




    Best podcasts about Salesforce

    Show all podcasts related to salesforce

    Latest podcast episodes about Salesforce

    On The Tape
    Imran Khan Isn't Worried About Nvidia's "Circular" Deals

    On The Tape

    Play Episode Listen Later Aug 28, 2026 60:25


    This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners. Dan Nathan sits down with Imran Khan, CIO and founder of Proem Asset Management, to break down one of the wildest weeks in tech earnings. They dig into Nvidia's latest quarter and why the stock keeps trading well below the market multiple despite the growth — and make the bull case for why that's about to change. From there: the increasingly circular web of financing between Nvidia, OpenAI, Microsoft, and CoreWeave, why OpenAI is building a chip to compete with its own biggest investor, and what Imran learned on a recent trip to South Korea about the memory market (Micron, SK Hynix, and the trade that's already up huge). They also unpack Salesforce's surprise post-earnings pop after Marc Benioff and Anthropic's Dario Amodei sat down with Jim Cramer, and close out with the question everyone's asking: are we in an AI bubble, and if so, who's left holding the bag? Articles Referenced Would There Be an AI Revolution If There Were No Nvidia? (WSJ) Nvidia's $279 Billion Supply-Chain Gamble (WSJ) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

    The Official SaaStr Podcast: SaaS | Founders | Investors
    SaaStr 875: Who Owns Your Data Now? Agents vs. System of Record, ServiceTitan vs. Podium, Headless Salesforce, and Agentic Renewals on The Agents #013

    The Official SaaStr Podcast: SaaS | Founders | Investors

    Play Episode Listen Later Aug 28, 2026 53:12


    SaaStr 875: Who Owns Your Data Now? Agents vs. System of Record, ServiceTitan vs. Podium, Headless Salesforce, and Agentic Renewals on The Agents #013 The agents are writing data faster than any human ever could - and systems of record aren't ready for it. This week on The Agents, Jason and Amelia dig into the biggest meta-theme of 2026: what happens when your AI agents become the primary user of your CRM, your MAP, and every other system you've built your business on? Together, they unpack the ServiceTitan vs. Podium blowup, where an agentic lead gen tool slowly became a competing system of record until ServiceTitan shut them off with 30 days' notice, and why this is just the first of many fights like it coming across SaaS. Then Amelia pulls back the curtain on how SaaStr actually runs Salesforce headless through 10K, what it means that their agents have written 40 gigabytes of data into Salesforce without either of them logging in, and why the storage math is going to force a reckoning for every vendor jacking up API prices right now. Plus: the renewal agent Amelia built that generates a fully custom, hyper-personalized pitch deck for every single customer, using headless Salesforce, Gamma, social data, podcast mentions, and Gmail. And why Clay plus ZoomInfo plus Cowork turned out to be the best enrichment stack their agents have found yet. If you're building on top of systems of record, selling to companies that are, or just trying to figure out how agents change the economics of SaaS data, this one is essential listening. Timestamps: 00:00 - Intro 02:00 - ServiceTitan cuts off Podium: what happened and why it matters 10:00 - 40 gigs in Salesforce and neither of us logged in 16:00 - The API pricing reckoning coming for systems of record 22:00 - How SaaStr runs Salesforce headless with 10K 30:00 - The renewal agent: no account left behind 42:00 - Narrative-first pitching: getting the agent to sell 50:00 - Clay + ZoomInfo + Cowork: the enrichment stack that actually worked 58:00 - What comes next: agentic inbound proposals SaaStr hosts the world's largest community for B2B software founders and executives.

    WSJ What’s News
    ‘Nvidia Crushed Everywhere.' Can the Party Last?

    WSJ What’s News

    Play Episode Listen Later Aug 27, 2026 11:07


    A.M. Edition for Aug. 26. A bullish AI forecast from Nvidia lifts markets. And despite blockbuster growth and revenue forecasts, IG Markets' Chris Beauchamp says Nvidia still has more room to run. Plus, Fed chairman Kevin Warsh has so far kept his views on interest rates to himself. But investors hope that's about to change. And, WSJ's Tripti Lahiri brings us the latest from the devastating floods in Nepal and China. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    WSJ Tech News Briefing
    TNB Tech Minute: Software and Chip Stocks Surge

    WSJ Tech News Briefing

    Play Episode Listen Later Aug 27, 2026 2:09


    Plus: Best Buy raises outlook following better-than-expected second-quarter results. And Cisco gave its 90,000 employees their own AI agent. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Squawk on the Street
    9AM HOUR: AI Trade Rally: Nvidia's Blowout Quarter, Salesforce Surges 8/27/26

    Squawk on the Street

    Play Episode Listen Later Aug 27, 2026 42:33


    On a big day for the AI trade, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia's blowout quarter and bullish sales outlook that boosted the stock and the chip sector. Hear what Nvidia CEO Jensen Huang said to Jim on "Mad Money" about the tech giant's growth prospects. Salesforce shares soared on a Q2 beat, raised guidance and an expanded partnership with Anthropic. Also in focus: What Salesforce CEO Marc Benioff and Anthropic CEO Dario Amodei told Cramer on CNBC; CrowdStrike surges; Dollar Tree and Dollar General shares make big moves in opposite directions; Best Buy slides; Fed Chairman Warsh's Jackson Hole speech just one day away; Where's the beef? Why Wendy's shares tumbled. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Investing Podcast
    Nvidia Soars on 70% Revenue Growth + Meta Settles for $17.1 Billion | August 27, 2026 – Morning Market Briefing

    The Investing Podcast

    Play Episode Listen Later Aug 27, 2026 17:24


    Andrew, Ben, and Tom break down Nvidia's blowout revenue forecast and reaction from Okta, CrowdStrike, and Salesforce, plus Meta's $17.1 billion settlement over teen safety and new usage restrictions.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

    Inside Scoop
    They were wrong: software and AI are running together

    Inside Scoop

    Play Episode Listen Later Aug 27, 2026 19:18 Transcription Available


    They were wrong: software and AI are running togetherSean Emory of Avory & Co. argues the SaaS apocalypse narrative is broken. CRPO accelerations at Salesforce, ServiceNow, Okta, Palantir, MongoDB, and Zoom, plus NVIDIA's data center guide, show software and AI are compounding together, not cannibalizing. Sean walks the four layers of the AI stack, why distribution wins at the application layer, and where the real risks sit.Chapters00:00 The SaaS is dead narrative01:07 Intro and disclosures01:50 Is the SaaS apocalypse wrong03:52 Backlog signals: CRPO04:16 Salesforce and Agentforce05:50 ServiceNow and Okta06:52 MongoDB and Zoom08:31 Four layers of the AI stack12:37 NVIDIA's full stack strategy16:31 Risks and what to watch18:11 Wrap upMore from Avory & Co.Newsletter: investingwithdata.comWebsite: avoryfunds.comDisclaimerFor educational purposes only. Not investment advice. Opinions reflect our views as of the recording date and may change. Avory & Co. and Sean Emory may hold positions in securities discussed. Do your own research and consult a professional before making investment decisions.

    MRKT Matrix
    Nvidia, Salesforce, CrowdStrike: One Wild Night of Earnings

    MRKT Matrix

    Play Episode Listen Later Aug 27, 2026 53:41


    SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, August 27th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

    Squawk Pod
    Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26

    Squawk Pod

    Play Episode Listen Later Aug 26, 2026 46:27


    Labor Secretary under President Clinton Robert Reich discusses the tariffs between the U.S. and Canada and AI's impact on the workforce, as well as wealth taxes, the rise of populism in the U.S., and the K-shaped economy that he says is driving them both. One of the largest hurdles for AI and the data center race is power. Emerald AI CEO Varun Sivaram has built a solution in flexible power sourcing to ease strain on the grid, and backers like Samsung, Nvidia, and Salesforce have bet on his success. Plus, Bill Gates has issued a lengthy warning on AI, Stanley Druckenmiller has used AI in a Wall Street Journal Opinion piece, and OpenAI says goodbye to more top tech talent. Robert Reich 20:40 Varun Sivaram 39:20 In this episode: Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Squawk on the Street
    10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26

    Squawk on the Street

    Play Episode Listen Later Aug 26, 2026 42:58


    This hour: former AG Jonathan Kanter broke down Meta's landmark settlement over claims their products addict children, the team discussed fresh inflation data - and what it means for the Fed, and one retail executive gave his take on the winners and losers out of earnings from the group. Plus: the playbook for huge reports after the bell out of Nvidia and Salesforce. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Management Blueprint
    361: Generate and Measure Your Pipeline with Carlos Corredor

    Management Blueprint

    Play Episode Listen Later Aug 26, 2026 25:50


    Carlos Corredor, Co-Founder and CEO of Condor Digital Marketing, is driven by a passion for interpreting data and helping marketing leaders Generate and Measure Your Pipeline with greater accuracy. ith a background in sports analytics and journalism, Carlos helps B2B companies identify which marketing activities generate qualified leads, clients, and revenue so they can invest confidently in what works.  In this conversation, Carlos introduces The Condor Pipeline Generation Framework—Understand Current Pipeline Generation, Map the Process, Move Budgets to Their Highest and Best Use, Fix Measurement Gaps, and Rinse and Repeat. He explains why marketers should begin with clients and revenue instead of clicks and impressions, how the Pipeline X-Ray exposes attribution gaps, and why budgets should move toward channels with proven returns. Carlos also discusses using BANT to diagnose conversion problems and why client champions, paid media, and events drive growth in high-ticket B2B markets. — Generate and Measure Your Pipeline with Carlos Corredor  Good day, dear listeners. Steve Preda here with the Management Blueprint, and today my guest is Carlos Corredor, Co-Founder and CEO of Condor Digital Marketing, a pipeline generation and measurement firm. Carlos, welcome to the show.  Hey, Steve. Hi, everybody. Thanks for having me. Great to be here.  It's exciting to have you and to learn about your secrets of how you generate a measurable pipeline. But before we get into it, I'm curious: What is your personal why, and how are you manifesting it through your company?  Yeah. So I've always been passionate about sports and the data behind sports, and I actually worked in sports data analysis and journalism. But ultimately, I've been passionate about interpreting data to have an advantage, whether that's playing tennis or doing analysis for baseball teams. And then I eventually started working in marketing, doing sports websites, and I saw the opportunity. In marketing in general, especially with digital, to use data to your advantage. So I would say that's really what I'm passionate about in terms of my professional life and why I enjoy what I do so much and why I get up in the morning and I really look forward to the day and even to Monday. Because obviously, it's not all fun. But ultimately, I think it comes from that passion of liking what you're doing, and the time flies when you work and you like what you do and you see that you're good at what you're doing and it's making an impact. So I would say that's why.  And have you always been a data person? Are you analytical and like to look at the numbers behind things?  Yeah, yeah. It started with sports. That's where I realized that I had, let's say, that passion at the beginning and ultimately that skill. With baseball at the beginning, it was reading the back of baseball cards and then fantasy baseball in high school, and then actually working in that. In kind of like sabermetrics and Moneyball-type analysis in college.  Because I saw, just like it happens in marketing, how back in the old days, even professionals, they were using the wrong type of data or a very antiquated way of looking at things. So it's like understanding really what has an impact and what is responsible for outcomes. That's, I think, the part that I've always thought was what's important and what I had a knack for, a talent to do that better than others. So that's why I went deep into that.  Okay. So how do you do that? So this podcast is a podcast of frameworks. So I wonder if you have a framework of how to create pipeline generation based on data, and perhaps you can share a simplified version of that with our listeners, something that can be explained in three to five steps.  Yeah, definitely. And I'll give you first the kind of like the philosophy or the mental model, and then I'll give you those steps because one comes from the other. So in marketing, with all of the data that's available, especially today, a lot of people start at the bottom. At clicks, impressions, and then they try to build a bottoms-up report to then prove what's generating leads and clients and revenue. But that is always inexact, takes forever.  What I propose is doing it the opposite: a top-down approach where you start with clients and revenue, and then start figuring out where those leads in your pipeline or clients and the closed revenue is coming from. And you will know all of that at the beginning. So that's, I think, how it starts, that framework. So the first step of the framework is to understand, which sounds really basic, but you'd be surprised today how many marketing leaders, marketing VPs, CMOs of especially mid-market, definitely smaller mid-market, and even some enterprise companies, don't have that data readily available to understand how much pipeline did we, as a marketing department, generate, let's say, last year. So that's, I think, the first step, is understanding that. It's asking your team for a report that says that. Now your team's going to come back and say they won't know the full picture. Maybe they know 10%, maybe they know 90%. But they're going to show you something. So then is the second step. You're going to start adjusting your investments to what you're seeing there, and at the same time, you're going to start fixing the dark holes or what you can't see.  And then simply step number three is rinse and repeat every, let's say, quarter at the beginning. And obviously, there's nuances of how exactly you should adjust and what exactly you can fix. But ultimately, that would be the three-step approach that you asked about.  That's fascinating. So the understand piece is understanding your pipeline or how you're generating the pipeline? What is it? Understanding what?  Yeah. So actually we have a name for that first step. We call it the Pipeline X-Ray. So let's say you start a new job as a CMO of a new company. Or simply you've been in the job for a while and you're listening to this and you say, “Okay, actually, I've never thought about it that way.  Let's sit tomorrow with my team and ask the question: How many qualified leads and closed clients have we, as marketing, generated so far this year and, let's say, last year?” That is understanding that. Now, I'll tell you, I'd be very surprised if the marketing person or the marketing team or the leader has that data in a way that they can say with 100% certainty what the answer is. In terms of, “We've closed these four clients, and we've had 72 qualified leads.  And out of the 72, 50 have come from our paid search campaigns, 10 have come from events, and then the others have come from organic.” In an ideal world, that's the type of answer that you want. But in the real world, again, very rarely do you have that clear understanding right then and there. So that's when step number two becomes, okay, let's close the gaps to be able to have an understanding.  Okay. So essentially, when you say adjust and fix, then are you talking about adjusting and fixing the process of generating clients, or actually mapping the gaps in the pipeline first?  Yeah, so that's a great question. The adjust, I mean move budget around. Not necessarily increase budget. You have to prove what's working. And obviously, if you don't have the full picture and understanding, you cannot just go to your CEO and say, “I need more budget.” So with the same budget that you have, what can you pause and move around towards the things that step number one told you with certainty are working. So if, let's say, out of the 50 qualified leads that you generated, you saw that half of them came from your paid search campaigns, then you say, “Oh, okay.” And then you don't see anything, let's say, for conferences, and now you're going to 10 conferences a year and you're spending a million dollars on conferences, and you're only spending $200,000 a year on your paid media spend. Then you say, “You know what? I'm going to stop. I'm going to pause. We're not going to go to these two conferences this year, and I'm going to move those $200,000, and we're going to double our spend in Google Ads,” for example. That's what I mean with the adjust piece. It could be the opposite. It could be pause paid search and then be more aggressive on our conference strategy. It could be, let's start a paid social campaign, whether that's LinkedIn or programmatic ads, or let's be more aggressive on our PR because right now our leads have come from interviews that our subject matter experts have done in certain types of podcasts or YouTube channels.  But that's what step number one is. But adjust is move budget around. Put your stocks where the returns are positive and where you can expect a better return almost immediately, or at least in the next upcoming months. And then the fix is particularly around the measurement gaps. The fix is what you can't see, right, on step number one. Step number one is understanding. And a report with all of that. When the person that does the reporting for you came back, or when you did it yourself or whatever, probably a lot of leads are like, “Ah, now it says direct traffic. What is that?” Obviously, they didn't just come and wake up one day and say, “Oh, I'm just going to go to condoragency.com.” No, they heard you somewhere, but you're still not sure. You won the client, you know you won the client, the client's paying you money, but you're not sure. So maybe, okay, what needs to improve in our measurement framework.  Usually, you can start with your CRM, your HubSpot, Salesforce, for instance, or whatever you use. There's some web analytics that might need to happen. You need to connect your advertising platforms. You're probably going to need to start talking to your sales team so they ask the right questions when they have discovery calls with prospects. I mean, there's a few things you can do, but I'm talking specifically about measurement gaps so you can have the full picture.  So when you talk to new prospects or clients, can they answer one most of the time?  They can partially answer one. I would go a step beyond because, I mean, that's not the sexiest answer. I would say it's usually, let's just say, around 50% of their leads and clients, they can know who was responsible. And then there's a couple of parts there. First and foremost, not only for your sake, but for the sake of your alignment with the C-suite and with the CEO and the CFO and even the sales team. You want to know, is marketing responsible for this? Number one. Because then that's very important.  Because that's what's going to justify the existence of the marketing team. Then later, if it came from a paid search campaign or a paid social or a conference, if those all are in the marketing budget, that's secondary. But most importantly, you want to make sure that, number one, you're bringing pipeline as a marketing department, and number two, you know exactly what pipeline you're bringing. Not only you, but then also your CEO and your CFO. So then it's like a luxury, let's say, to see if it comes from, the tough part is that you won't know that it comes from marketing unless you're tracking paid search and you're tracking conferences in the CRM the right way. So obviously, they are related in that way.  Okay. Love it. So understand your pipeline generation, and then adjust the budget to make sure you're supporting the ones that generate the most, and fix those that are not optimized. So maybe optimize them or replace them or come up with a new one. How else do you fix other than your measurement gaps?  Okay, you fixed the measurement gaps. Now you can measure it. You have a full picture. Then you have a slate of options, and how do you know what to choose if you're not doing enough?  Yeah. So I think there’s a couple of things there. One is understanding if you… Because, obviously, you always want to generate more pipeline. So you have to then say, “Okay, is my problem that I'm not generating any interest in the first place at all?” Like, there's nobody visiting my website. Or even downloading some pieces of content, what traditionally is called conversions or marketing-qualified leads. Obviously, that's not the goal.  The goal is that they turn into clients. But you have to know that if people are not visiting your website and you're not seeing marketing-qualified leads coming into your CRM, then you have to do certain things. Whereas if the problem is, “Okay, no, that's not the problem, Carlos,” and this is actually more common, which is a little counterintuitive, but the more and more that we work with mid-market clients, we realize this is the case.They are generating marketing-qualified leads. There is activity in the CRM. There are companies, new companies, that you see are visiting your website, downloading and consuming content. But then, for some reason, they are not becoming clients. So that's where we have to dig in and understand. Maybe they downloaded a white paper that was very educational in nature. And they're not ready to buy. Which is fine, and I'm not saying you have to not show that white paper, but you know that white paper is not going to bring you ready-to-buy customers.  So that's when we have the concept of what sales and marketing people call a BANT-type of lead, which is a lead that has the budget, the authority, the need, and the timing. You want, obviously, a lead that has the four things. Now you start, you measure. Okay, we had 10 leads, and they had, let's say, the budget and the authority. They were the CTO. The lead of the technology department in the company that we know has the budget. But they just downloaded this and didn't convert. They didn't have, let's say, the timing or the need.  Then maybe you rely more on, for example, paid search, which is a channel that, by searching the right keywords, the bottom-of-funnel keywords, for example, we are a pipeline generation firm. If somebody is looking for, “What is Google Ads?” That's educational. Now, if somebody's searching for “experienced agencies in B2B managing Google Ads.” Now, that's somebody that's ready to hire an agency to manage their Google Ads. So that's why, for example, in this case, if the component that's lacking is the need and the timing, paid search could be a way to do it. Or intent data, which is now something that is out there not only via paid search, but you identify certain signals and you can target them on programmatic ads or YouTube or whatever. That's another alternative. So that's something that you could do, for example, if you have a pain in moving leads down the funnel and closing clients, and you also realize that you're talking to the right people, but then they're simply not converting.  And the opposite. You get a lot of people that need your service. But they may be too small, or they may be just a manager and they don't have the authority to approve a high-ticket service. Then you go towards maybe LinkedIn targeting, or you do a campaign that is based more on account-based marketing, or ABM. Where you know you're talking to the right people. So again, that's another adjustment that you can make. So I don't know if I… Sorry if I deviated a little bit from the question, Steve, but hopefully that's still—  No, it makes sense. It makes sense. So first you want to measure, and then you diagnose. If you've got some activity but it's not converting, why is it not converting? Maybe it's not the right approach to build trust. Maybe there's another approach.  And then you look at the different elements: budget, authority, need, timing. That makes sense. So let me turn it back to you. So what drives growth in your business?  So for us, I would say if we do that, let's say, Pipeline X-Ray. And we actually did. We've been in business for almost 10 years now. And if you would do a Pipeline X-Ray, the number one driver of leads and new clients are, let's just call it, Condor champions that switch jobs. And not switch jobs that were working with us, but they were working with one of our clients.  And they worked with us, and they saw the work that we did, and they ended up moving to another agency within the same space, for example, or in B2B services, or even if it's something a little more niche like tech services, which is an area that we also specialize in. And then they say, “I already worked with Condor for either measurement or paid search campaigns or demand generation in general, and I like working with them, so they're going to call us.” And then some people, they switch multiple jobs. So embracing that and obviously using that to fuel and to focus even more on doing a great job and maintaining relationships with people, obviously most importantly while they're a client, but even if they switch, not forgetting about them. That has been the main driver. Obviously, we don't want to only rely on that. And then more recently, we've given more structure to our own sales and marketing department for that. And, for example, we closed a client that came via a paid search campaign. But that's still… We haven't scaled those yet.  We're still making sure. We're still in that measurement phase where, yeah, we're putting budget behind a few things and some of them seem to be working better, but not yet at the point of truly scaling that. We're ultimately also a relatively small firm, which obviously makes decisions differently than if you are, let's say, a mid-market or enterprise. But those, I would say, in order of importance, have been our three main drivers of growth: the champions that switch jobs, number one, and then I would say secondarily, paid media and events.  Yeah. So these are the three things. And what about the events? Why do you put events as a third? I'm just thinking that you're a B2B company and trust-based. Would events not be better than paid media?  I would say they're not mutually exclusive. Actually, they rely a lot on each other. And honestly, for us, I just put number two and three, but I would say they're tied for second, and then the other ones are four and below. And the reason why I think events are important, what we're seeing not only for us but for our clients, the outbound activity is really saturated.  I think cold email or cold outreach in general, because it used to be via email, now it's on LinkedIn as well, it's really, really saturated. It's really hard to be heard or to get a reply with cold outreach in general. Paid media, you can be a little bit more creative because you have visuals. Whether that's video that hopefully you can leverage. So I'm a believer in paid media more than the actual cold outreach via email or LinkedIn. But then the events are also great precisely because of that.  People are saturated and tired of being bombarded with messages from people they don't know. Whereas especially after COVID, people started going back to both the office and simply going out there. It doesn't have to be a big yearly conference. It can be just a dinner where you invite four or five people and talk about certain topics or any in-person activity. Well, I mean, a webinar can even be considered an event. Where you're educating your audience on certain things. And especially if your target audience is more on the manager side or below, or director and below, webinars can be an avenue.  But to answer your question, I think that personal connection is really, really powerful. And people forgot about it with, let's say, the boom of cold outreach and digital and now AI, and especially during COVID. But definitely in the last few years, we've seen not only that people are more willing or prefer to meet people in person, but we see that in the data as well, We see cold outreach campaigns that are bringing less and less results. And then when you connect in person.  Especially high-ticket. I also give this example. If you're selling B2B services, which are usually high-ticket. It's a project of either $50,000. It could be an engagement of $2 million over two years. Obviously, you want to know the company, but you also want to trust the human that is going to deliver on that promise. I always give the example: If you're selling an iPhone cover that costs $25, yeah, maybe you can get away with a pretty image on an Instagram ad. You click and you buy. Boom. Great. You can fully leverage digital for that.  But when you're selling a cloud migration project of a million dollars, you're going to want to talk to somebody, trust that person, dig in a little bit more, have a couple of meetings. So it's more complex. So in particular for those instances, that's why I think the personal connection, that it's even better if it starts at an event, or however you manage to do it, helps a lot.  So for Condor, do you make a distinction between B2B companies and B2C, and where you can help them the most?  Yeah. We have a couple of direct-to-consumer clients, but the majority of the work that we do is either for B2B or, if not B2B, it's lead generation. So e-commerce, for example, is a different world. E-commerce, as I mentioned, depending on what you buy, it's immediate. You track things. You have a platform like Shopify or something similar. It's a whole different world. Whereas that's immediate, and you can see everything, and it's all kind of automated and based on an inventory.  Whereas in either B2B services or lead generation, it's more about, okay, what happens after the initial action, after that initial either visit or conversion. Because a conversion is not a purchase. In e-commerce, in direct-to-consumer, in the example that I gave you, we made it. We sold the cover. That's our business. In here, it's like, okay, they downloaded a white paper. Or they signed up for a webinar, but that's only the first step of a long journey of closing, again, a $1 million service client.  So we specialize in that. In what needs to happen, not only to generate the initial raise of hand, but to make sure that the people that raise their hands are the right people, because otherwise they're not going to end up buying. And ultimately, the entire process of lead generated to client closed. Which is a big universe in itself. So that's where we want to focus.  So you basically help them not just to get the leads but to convert the leads and turn them into a client.  Right. Right.  So Carlos, if you had a magic wand and you could fix just one thing in your business in the next 12 months, what would you use the magic wand for?  I would say accelerate. I would accelerate by five or 10 years the structure and how mature our sales and marketing team is. I would love to wake up tomorrow morning and have a team of five people in the marketing department and five people dedicated to sales, with SDRs and a sales leader, that is already generating, that we're closing 10 clients a month. So I would say that's… But that obviously takes time.  And you want to go one step at a time, otherwise, to prove ROI and to grow without, let's say, wasting unproven budget or wasting money. But I think a lot of owners—I don't know if it's a cheap answer—but I think a lot of owners would probably answer the same thing.  Yeah. So essentially what you need to do is you need to have scalable sales and marketing so that you can just add people and it's going to—it's like a coin-operated system, right?  Yeah. Yeah.  So if the listeners would like to go through that process and they would like to understand, okay, how do we map our leads, where they come from, evaluate it, and then adjust and fix and scale, where can they learn more and how can they connect with you? Yeah.  So if they go to our website, it's condoragency.com. Condor, like the bird. There are some options there on how to work with us or even some information, even if they want to try and do it by themselves, right? Again, what I mentioned earlier, the Pipeline X-Ray. It's a quick project that we do to get to that, where you can start seeing some valuable information to take action on fairly quickly.  We can get that done in a couple of weeks, the exercise of the Pipeline X-Ray, so then you know what to start adjusting and fixing. And obviously, you can contact me directly also on LinkedIn or via our website. I'm glad to obviously have a subsequent conversation and see if and how we can help.  Awesome. So if you are out there and you want to improve your sales and marketing, then you have to start with the Pipeline X-Ray because you are getting leads, you just don't know where they are from and how effective they are, and then how you tweak the process so that you're putting energy behind the more effective ones and readjusting your budget, and then fix the gaps.  So Carlos can help you with that, right? So make sure you reach out to Condor and get the X-Ray. So Carlos, thanks for coming. And if you enjoyed this conversation, then make sure you subscribe and follow us on YouTube, Apple Podcasts, because every week I bring a couple of entrepreneurs who are sharing their frameworks with you. So Carlos, thanks for coming, and thanks for listening. Important Links: Carlos's LinkedIn Carlos's website

    Closing Bell
    Closing Bell Overtime: The Moment is Finally Here: Nvidia Earnings; Plus, Salesforce's Marc Benioff & Anthropic's Dario Amodei. 8/26/26

    Closing Bell

    Play Episode Listen Later Aug 26, 2026 48:21


    Much of the market traded sideways this week as traders awaited Nvidia's latest quarterly numbers. The day is finally here and we have you covered from every angle. Preview and reaction with our Kristina Partsinevelos, Deepwater's Gene Munster, Moor Insights & Strategy's Patrick Moorhead, Bespoke's Paul Hickey and Benchmark Company's Coddy Acree. Plus, Jim Cramer interviews Salesforce's Marc Benioff and Anthropic's Dario Amodei to discuss their new partnership. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Second in Command: The Chief Behind the Chief
    Ep. 604 - FAN FAVORITE | Former ActiveCampaign President Sameer Kazi - The Financial Skill Most Leaders Skip

    Second in Command: The Chief Behind the Chief

    Play Episode Listen Later Aug 25, 2026 43:29


    How do you walk into a company of nearly 800 people as its first-ever president and win over the ones who wanted your job?We are bringing this one back because it keeps landing with second-in-command leaders. Cameron sits down with Sameer Kazi, the first president in ActiveCampaign's history, who joined a fast-growing company of nearly 800 people and had to earn trust from day one.Sameer traces his path from employee 200 at ExactTarget through the Salesforce acquisition, KKR, Bessemer, and running Cheetah Digital, then unpacks how he split responsibilities with the CEO, why he brings non-finance leaders close to the numbers, and how he decides with incomplete information.If you are stepping into a senior seat or scaling a business without losing its edge, this one is worth the revisit. Listen now.Sponsored by:This episode is brought to you by our Silver Sponsor, Next Level Growth.They help COOs and leadership teams build Elite Organizations through a proven, customizable framework built around the Five Obsessions of Elite Organizations.If you and your leadership team are ready to operate at the next level, take the Elite Organizations Assessment and receive a free 20-page customized report based on your answers, plus a complimentary one-hour coaching session with a Next Level Growth Partner and Business Guide to begin implementing tools that will help you build an even more elite business.Complete the assessment here to get started - nextlevelgrowth.com/cooassessmentTimestamped Highlights02:35 Employee 200 at a "tiny little company" called ExactTarget03:15 Filing an S-1 in 2008, right as the markets fell apart03:50 Why the growth never actually slowed down05:37 The years between Salesforce and ActiveCampaign08:50 Walking into KKR and asking, "Barbarians at the Gate?"10:38 The boardroom lesson from a business with declining growth12:38 What an MBA is actually good for13:38 Reading Salesforce's income statement before SaaS was cool14:48 The 54% lever that only works while growth holds15:52 Quitting his job to raise money with twins on the way16:32 Why ActiveCampaign came looking for him19:23 Why the role was never about empire building21:46 Winning over the people who wanted his seat25:11 How you know when you know enough to decide26:24 What ActiveCampaign really does34:47 Why every non-finance leader should learn the numbers37:25 The advice he would give his 21-year-old selfAbout the GuestSameer Kazi was serving as President of ActiveCampaign at the time of this recording, the first person to hold that title in the company's history, reporting to founder and CEO Jason VandeBoom. A veteran SaaS operator, he was an early executive at ExactTarget (employee 200) through its acquisition by Salesforce and ran EMEA operations from London. He later served as interim CEO of Simply Measured and CEO of Cheetah Digital, and worked alongside investors including KKR and Bessemer. He holds an MBA and describes himself as a sleeves-rolled-up, sweat-the-details operator. Sameer is now the Chief Executive Officer at Pantheon Platform.

    Navigating the Customer Experience
    279: Where AI Ends and Humans Begin: Building Customer Success on Clean Data with Rebecca Stone

    Navigating the Customer Experience

    Play Episode Listen Later Aug 25, 2026 14:59 Transcription Available


    Send us Fan MailWhere should AI stop and a human step in? Rebecca Stone has spent 20 plus years finding the line.Rebecca Stone, Chief Customer and Marketing Officer at Plume, joins Yanique Grant to unpack why clean, centralized data is the real foundation of customer experience, and where AI should augment the journey versus where a human relationship has to show up. From the name problem that makes one customer look like four, to using AI to carry context across every support tier, to building high performing teams, Rebecca shares practical moves any leader can use.In this episode:- The first move to make when your customer data is messy - Where AI ends and human connection has to begin - Using AI to carry customer context across every support tier - The tools Rebecca can't live without: Claude, Gong, Salesforce, Marketo - Building high performing teams with The Five Dysfunctions of a Team - The Colin Powell quote that keeps her on trackFeatured resources:Book: Made to Stick by Chip Heath and Dan HeathBook: The Five Dysfunctions of a Team by Patrick LencioniClaude (AI for building presentations and freeing up time)Gong (conversation intelligence and customer context)Salesforce (CRM and customer data)Marketo (marketing automation)Connect with the guest:LinkedIn: Rebecca Stone, connect and send her a messageCompany: PlumeFollow the show: X @NavigatingCX and join our private Facebook group, Navigating the Customer Experience Community. Hosted by Yanique Grant.

    Rhetoriq
    Breaking banking barriers with a single source of truth

    Rhetoriq

    Play Episode Listen Later Aug 25, 2026 18:32


    In this week's One Vision Podcast, Theodora Lau hosts Kathryn Outlaw, Co-Founder and COO of Spheros, a B2B SaaS platform that aims to unify client data into a single source of truth, enabling accurate, consented data sharing and supporting reliable AI agents. Kathryn talks about her entrepreneurial journey, the inspiration behind the startup, and the goal of making Spheros as essential as DocuSign for onboarding.

    Humans of Martech
    234: How to run a marketing ops audit and turn it into a roadmap with Kelsie Dube

    Humans of Martech

    Play Episode Listen Later Aug 25, 2026 60:49


    What's up everyone, today we have the pleasure of sitting down with Kelsie Dube, Director of Marketing Operations and Automation at Unanet.(00:00) - Intro (01:09) - In This Episode (05:31) - Why New Marketing Ops Leaders Should Audit Before They Act (10:09) - How to Run a Marketing Ops Audit When You Join a Company (16:04) - How to Balance a Full Audit Against Your Boss's Priorities (19:00) - How to Spot a Process Problem Disguised as a Tool Problem (23:41) - How to Surface Shadow Processes and Duplicate Tools in an Audit (31:08) - How to Choose a New Martech Tool With a Tiger Team of Power Users (35:30) - How to Turn a Marketing Ops Audit Into a Prioritized Roadmap (41:20) - How to Align Your Team on a Measurement Philosophy (44:22) - What Happens to Junior Marketing Ops When AI Eats the Entry-Level Work (49:26) - How to Turn Marketing Ops From Ticket-Takers Into Business Partners (52:40) - How to Use One Interview Question to Screen for Team Fit (56:57) - How a Marketing Ops Leader Decides What Deserves Her Energy Summary: Kelsie Dube joined Unanet and did the one thing most new ops leaders are too nervous to do: nothing, at least at first. In this episode she breaks down the 30-day audit she runs before changing a single tool, how she sorts 30-plus problems into big rocks, quick wins, and parked FY27 headaches, and why she'd rather build a "digital twin" to argue with than buy another platform. She gets into the tiger-team playbook that makes tool replacements actually stick, the measurement fight every team should have out loud, and what happens to junior marketers when AI eats the entry-level rung. It's a full field guide to walking into a new company and earning trust before you change anything, plus the interview question she uses to know if you'll thrive on her team.Kelsie's Marketing Operations Assessment Framework: https://drive.google.com/file/d/1x3IJf9tHku4-fASS9AQE_F6sJ1FLK3PN/view?usp=sharingLiza Adam's Digital Twin: https://www.linkedin.com/pulse/smartest-ai-teammate-youll-ever-build-liza-adams-c7rnc/About Kelsie DubeKelsie Dube is the Director of Marketing Operations and Automation at Unanet, where she joined in 2026 to rebuild the company's measurement and reporting foundation. Before that she spent 7 years at Sophos, climbing 5 roles from Marketing Operations Specialist to Director and leading the team through much of that run. She started her career in data entry, scrubbing lead lists and learning the VLOOKUPs she still uses most days, and that ground-floor view shapes how she thinks about the craft.Outside of work she's a mom of 2, an amateur basketball player, and a snowboarder who guards the hours between 5 and 7 for her kids.Why New Marketing Ops Leaders Should Audit Before They ActThe first 90 days at a new company come with a quiet dare. Ship something. Plant a flag. Prove they were right to hire you. Most new marketing ops leaders answer that dare by ripping out a tool they never liked and installing one they used at their last job, all inside the first 2 weeks.Kelsie did the opposite when she joined Unanet. Her first move was to change nothing.The reasoning was twofold. Without a real map of how work gets done, any change you make is a guess, and you'll probably aim it at the wrong target. And Unanet had said in the job description that they wanted someone who'd slow down and understand the business first, which is part of why she took the role. For a marketer who came up through ops and now leads it, that patience is the whole point. You have to understand what's happening well enough to be dangerous, she says, before you can tell anyone what to actually fix.The harder version of this is resisting your own experience. A new CMO walks in and wants a different marketing automation platform because they used one at the last company. Kelsie feels that pull too, since she's learning a few systems here for the first time. Her answer is to make the existing stack work before spending a dollar to replace it. Right now she's rebuilding how campaigns get captured and tagged to campaign members, and she's solving it with a Salesforce workflow or Power Automate instead of a purchase. Replacing the tool would cost more and probably solve less.Then comes the part nobody warns you about, the clock. Listening mode has a shelf life, and everyone, including you, is quietly counting the days until you produce something. Kelsie gave herself a hard deadline of 30 days to finish the audit, then engineered small wins into every week so the learning never looked like stalling. New hires have one thing veterans don't, an empty calendar, and she guarded it. A recurring block every Friday at 2:00 to turn that week's discoveries into something usable. One of those blocks became a 30-minute campaign taxonomy diagram she walked the leadership team through, a quick and visible proof that better structure meant better reporting down the line.The instinct to ship in week one is the most expensive habit in operations, because a fast fix aimed at the wrong problem still has to be undone later. The operators who compound value are the ones who can sit in not-knowing long enough to find the actual bottleneck.Key takeaway: Give yourself a fixed audit window, 30 days is a reasonable default, and block a standing hour each week to turn what you've learned into one small, visible win. Keep a running log of quick wins as you find them so you always have something to ship while the deeper work is still in progress.How to Run a Marketing Ops Audit When You Join a Company"Do an audit" is the most repeated and least defined phrase in marketing ops. Everyone nods along. Almost nobody can tell you what's actually in one, which funnel stages it covers, or where it starts on a Monday morning.Kelsie's version starts before day one. The moment she accepted the Unanet offer, she began mapping ownership lines: what marketing ops owns, what rev ops owns, what IT owns. She wrote out the questions she had and sent them to her leader ahead of her start date, partly out of genuine excitement and partly to get a head start on the RACI.From there it's a series of conversations that snowball. She interviews everyone from her own team to her peers to the level above to her business partners, and she ends every conversation the same way: who else should I talk to? The list never stops growing, but the patterns start to show. Along the way she confirms the systems in her swim lane against the job description, asks what she's missing, and books dedicated working sessions where someone walks her through a live task like a lead import. She records those sessions, then feeds the transcriptions to an LLM to pull out the patterns, a tip she picked up from a mentor that turns hours of shadowing into a usable roadmap.She also runs the work herself.Joining a much smaller team than she was used to, she asked people to hand her a lead import and a campaign creation task so she could run them personally. Part of it was capacity, since a director who can still execute is extra hands when the team is slammed. Part of it was fluency. As she says, a director isn't really a "do-rector," but being right there in the work is how you understand it well enough to change it later.Data privacy rides shotgun through all of this. Coming out of the cybersecurity world, she asks about data retention and opt-in policies early, then files them under "needs struct...

    On The Tape
    Danny Moses: How Scott Bessent Just Tied the Fed's Hands

    On The Tape

    Play Episode Listen Later Aug 24, 2026 68:15


    Danny Nathan and Danny Moses discuss recent Treasury Secretary Bessent comments and plans to increase long-dated Treasury buybacks, arguing the amounts are largely signaling, yields quickly reverted, and the move effectively constrains Fed Chair Warsh ahead of Jackson Hole and a potential September hike. They connect rising yields, debt/deficits, inflation pressures, dollar/yen dynamics, and Bank of Japan policy to higher market volatility, tighter funding conditions, and renewed interest in gold, while noting capital may favor high-grade corporates over Treasuries. They review Walmart's earnings beat but same-store-sales miss and valuation-driven selloff as a consumer and defensives litmus test. Looking ahead, they frame Nvidia, Salesforce, and CrowdStrike earnings as key narrative tests for AI demand, software AI strategy, and cybersecurity, and they flag scrutiny around Carvana's loan sales and potential related-party buyers. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

    Salesforce for Everyone by Talent Stacker
    065. Launching, Marketing & Growing a Salesforce AgentExchange Business

    Salesforce for Everyone by Talent Stacker

    Play Episode Listen Later Aug 24, 2026 65:53


    In this episode, Bradley sits down with Dave Moudy, creator of Portwood, a completely free, natively built Salesforce document generation app that is now ranked number 12 on the Agent Exchange globally. Dave walks us through the full origin story, from a lead generation idea at a consulting firm to a growing business with over 1,200 installs and 10 to 20 new leads coming in daily. If you have ever thought about building your own app, or if you just need a free, powerful document generation tool in your Salesforce org, this one is for you. Timestamps: 0:45 - Introduction and What Portwood Does 4:10 - The Origin Story: Where the Idea Came From 8:26 - From Passion Project to Business: The Consultancy Chapter 19:02 - Intellectual Property and Leaving the Consultancy 24:22 - Getting Approved on the Agent Exchange 35:08 - Pricing a Free App and the Business Model Behind It 45:00 - AppExchange Amplified and Community-Led Marketing 57:55 - Scaling the Business: Hiring, Mindset, and Thick Skin Links and Resources: Dave Moudy/Portwood LinkedIn: https://www.linkedin.com/company/portwoodllc Portwood Website: https://portwood.dev/ AgentExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=5a580bd8-2745-41e5-b62c-c495957857d3 Talent Stacker: https://talentstacker.com/appexchange-amplified-application/ https://talentstacker.com/appexchange-amplified-talent-show-building-a-real-world-salesforce-pdf-solution-with-portwood-docgen/ 

    Make It Happen Mondays - B2B Sales Talk with John Barrows
    Why Platform Sales Are Breaking Traditional B2B Sales with Zachary Gropper

    Make It Happen Mondays - B2B Sales Talk with John Barrows

    Play Episode Listen Later Aug 24, 2026 62:26


    Buyers have more information than ever, but that does not mean they have more confidence.In this episode, John sits down with Zachary Gropper, Founder and CEO of Insight Revenue, to talk about Challenger, platform sales, AI research, buyer validation, and why old sales motions are breaking under modern buying pressure. Zachary brings a practical lens from his years around CEB, Gartner, Challenger, Pavilion, and the teams now trying to sell more complex platform solutions in a market full of stalled deals.If you are in sales, leadership, enablement, or go-to-market strategy, this conversation gives you a clearer way to think about insight, trust, buyer confidence, change management, and what sales reps still need to do when buyers already show up with AI-generated research.Want to build a stronger sales motion before buyers get even harder to move? Visit Visit www.jbarrows.com and learn how you can Make It Happen.What You'll LearnWhy simply sending methodology books does not change sales behaviorHow AI can make reps sound smart while weakening real credibilityWhy buyers now need validation and trust before they commitHow platform sales require change management, not just product positioningWhy sellers need to build a bridge from customer strategy to the outcomeWhy asking why matters when buyers come to the call with AI researchZachary Gropper is Founder and Chief Executive Officer of Insight Revenue. With more than twenty years studying the art and science of B2B sales and marketing best practice at CEB, Gartner, Challenger, and Pavilion, he helps commercial teams bring repeatable practices, processes, and go-to-market strategies into companies of any size or industry.Connect with Zachary Gropper:Facebook: https://www.facebook.com/zgropper/LinkedIn: https://www.linkedin.com/in/zgropper/Learn more About Insight Revenue:Website: https://www.insightrevenue.com/LinkedIn: https://www.linkedin.com/company/insightrevenue/Youtube: https://www.youtube.com/channel/UCutptmXap5pi5PuPZcU1fDQJohn Barrows is a sales trainer, speaker, and founder of JB Sales with over 25 years of experience in the industry. He has made hundreds of cold calls a week, led startups to acquisition, and trained high-performing teams at companies like Salesforce, LinkedIn, Amazon, and Okta. Through JB Sales, John focuses on practical sales execution—helping reps fill pipeline, close deals, and build trust with buyers in today's AI-driven sales environment.Connect with John Barrows:LinkedIn: https://www.linkedin.com/in/johnbarrows/ Instagram: https://www.instagram.com/johnmbarrows/ TikTok: https://www.tiktok.com/@johnmbarrows Check out John's Membership: https://go.jbarrows.com/ Join John's Newsletter: https://www.jbarrows.com/newsletter

    Run The Numbers
    How AI Is Rewriting Product-Market Fit, Pricing, and Go-to-Market

    Run The Numbers

    Play Episode Listen Later Aug 24, 2026 45:16


    CJ sits down with Rebecca Schwartz of Tabs, Fred Havemeyer of Fleet AI, and Rahul Rekhi of Rogo for a live conversation about what it actually takes to build an AI-native company. —SPONSORS:RightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNhttps://www.tabs.com/https://fleetai.com/https://www.rogo.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro1:16 Welcome to Run the Numbers3:17 Meet the Panel: Rebecca, Fred, Rahul9:52 How Rogo Found PMF13:47 How Tabs Found PMF14:51 Growth Rates: Headcount and Revenue16:23 The Real Hiring Constraint17:21 What "Forward Deployed" Actually Means18:53 What's Blocking AI Adoption Now20:19 How Sales Hiring Has Changed24:34 How Go-to-Market Has Changed25:28 Pricing Models: Then vs. Now28:18 Tabs' Pricing Evolution29:20 What the Finance Team Looks Like31:00 How Far You Can Push Outsourced Accounting32:43 Managing AI Gross Margins35:07 The North Star Metric for AI Companies37:02 Token Spend vs. Per-Seat Pricing39:34 Asking Better Questions: What Counts as ARR41:38 Biggest Bug in Cash to Collections43:05 Closing Advice for Founders

    That's What I Call Marketing
    TWICM 212: Canva B2B CMO on B2B Marketing, Enterprise Growth and Building Demand

    That's What I Call Marketing

    Play Episode Listen Later Aug 24, 2026 34:49


    Meghan Gendelman, CMO, B2B at Canva, joins That's What I Call Marketing to discuss B2B marketing, enterprise growth, building demand and how Canva is taking a hugely successful product-led business further into the enterprise. This conversation gets into what building a B2B growth engine actually requires: understanding customers, combining product-led and sales-led growth, building brand before buyers enter the market, using data properly and working out where AI genuinely adds value.In this episode, we cover:– Why Meghan believes B2B marketing is anything but boring, particularly when you are dealing with complex buying committees, long consideration periods and multiple decision-makers– Why customer insight still matters more than tools, including Meghan's experience of using AI to scale content for GEO and discovering that faster content without anything new or useful simply didn't work– How brand, customer entry points and buying signals help marketers influence customers long before they reach a website or speak to sales– Why Meghan believes every good marketer needs to become comfortable with data, pipeline and the commercial numbers behind the business– How Canva is thinking about AI, LLMs, design, brand governance and integrations with platforms including ChatGPT, Claude and Gemini– What Meghan learned from more than a decade at Salesforce, her time at DocuSign and the process that led her to become Canva's first B2B CMO– How she leads global marketing teams through clear values, trust, vulnerability and knowing the difference between “smoke” and “fire”We also discuss the changing B2B buying journey, why much of the decision can happen before a buyer identifies themselves, the role of brand in demand generation and why B2B and B2C marketing are becoming less distinct than marketers sometimes assume.A useful listen for marketers interested in B2B marketing, enterprise marketing, product-led growth, demand generation, brand building, AI in marketing, customer insight, sales and marketing, marketing leadership and commercial growth.02:12 Meghan's career across Salesforce, DocuSign and Canva03:03 Why everything starts with the customer05:44 The AI and GEO content experiment that failed07:18 Why B2B marketing is not boring10:30 Leading global marketing teams through values and trust11:41 Smoke, fire and knowing when leaders need to get involved12:47 Why Meghan joined Canva14:46 Canva's 30–40 hour B2B marketing interview challenge16:15 Taking Canva from product-led growth into enterprise17:04 Product-led growth versus sales-led growth19:47 How B2B buying decisions are changing22:08 Why every marketer needs to understand data23:13 Meghan's Monday morning pipeline ritual24:21 Learning from other marketing leaders25:00 Remote work, offices and building global teams27:39 Why EMEA is not one market28:40 Keeping Canva simple as the platform expands29:11 Canva as an AI-powered design platform30:27 Canva, ChatGPT, Claude, Gemini and the LLM ecosystem31:47 Building Canva's B2B and enterprise brandAbout Meghan GendelmanB2B at Canva, leading its B2B marketing strategy as Canva continues to grow its enterprise business. Before Canva, Meghan held senior marketing roles at DocuSign and spent more than 12 years at Salesforce across areas including customer success, product marketing, growth marketing, field marketing, demand generation and regional marketing leadership.This episode was recorded as part of the That's What I Call Marketing Cannes Sessions and produced in partnership with The Digital Voice.The Digital Voice: https://www.thedigitalvoice.co.uk/That's What I Call Marketing is the podcast for marketers who care about brand, B2B, creativity, effectiveness and the future of the profession.Follow the show for more conversations with CMOs, marketing leaders, agency leaders, professors, authors, thinkers and practitioners.Find more episodes at:https://www.thatswhaticallmarketing.comThat's What I Call Marketing is where marketers come for real conversations about brand, B2B, creativity, effectiveness and the future of the profession.Hosted by Conor Byrne, the show features conversations with CMOs, marketing leaders, agency leaders, authors, thinkers and practitioners about what good marketing looks like in practice.Listen, follow and find more episodes at: https://www.thatswhaticallmarketing.comConnect with Conor on LinkedIn: https://www.linkedin.com/in/conorbyrneirl/If you enjoy the show, please follow, subscribe and leave a review. It helps more marketers find the conversations. Hosted on Acast. See acast.com/privacy for more information.

    Hot Bets - der Podcast über heiße Aktien
    Nvidia-Zahlen im Fokus: Mega-Wachstum vor dem Zahlen-Showdown – CTS Eventim als Long-Trade der Woche

    Hot Bets - der Podcast über heiße Aktien

    Play Episode Listen Later Aug 24, 2026 6:46 Transcription Available


    Nvidia vor den Quartalszahlen: Kann der KI-Chip-Gigant das enorme Wachstum erneut beschleunigen? Im Fokus stehen Umsatz, Gewinn, Free Cashflow, steigende Preise für KI-Server und die gewaltige Nachfrage nach Rechenzentren. Zudem schauen wir auf Salesforce und die Frage, ob KI die klassische Unternehmenssoftware verändert. Trade der Woche: CTS Eventim. Nach starken Halbjahreszahlen, einem bestätigten Ausblick und einem erhöhten Kursziel der Deutschen Bank analysieren wir die Chancen der Aktie. Bleibt CTS Eventim über 60 Euro, könnte der Weg Richtung 70 Euro frei werden. Dazu stellen wir einen möglichen CTS Eventim Long mit Hebel 4,4 vor.

    Baanbrekende Businessmodellen | BNR
    Het groeigeheim achter het Chinese Shein

    Baanbrekende Businessmodellen | BNR

    Play Episode Listen Later Aug 24, 2026 27:56


    Shein staat op het punt om naar de beurs te gaan in Hongkong. Zo ziet het businessmodel achter de goedkoopste kledingkast van de wereld eruit.Deze aflevering in het kort:☑️ Hoe Shein dagelijks duizenden nieuwe ontwerpen test en opschaalt☑️ Waarom de beursgang in Hongkong na jaren pas nu lukt☑️ Welke kritiek er leeft rond dwangarbeid en kwaliteit China-deskundige John Lin ontleedt voor ons het businessmodel achter deze toch wel omstreden fast fashion-gigant. Het begon allemaal in 2008, als webshop met theepotten en telefoonhoesjes. Later groeide het bedrijf uit tot 's werelds grootste fast fashion-speler. Shein test dagelijks duizenden nieuwe ontwerpen in piepkleine oplages en schaalt alleen op wat aanslaat. Het resultaat? Duizenden nieuwe kledingstukken per dag, tegenover bijvoorbeeld ‘maar’ 40.000 per jaar bij Zara. Het bedrijf heeft geen eigen winkels en geen dure voorraden, Wel zijn er al ruim 270 miljoen actieve klanten geweest die samen al meer dan een miljard bestellingen plaatsten. China-deskundige John Lin legt in deze aflevering uit hoe oprichter Chris Xu dit ijzersterke systeem bouwde. En waarom het de hele kledingindustrie op zijn kop zette.

    Leveraging AI
    320 | AI cancer curing breakthrough, context is taking main stage, huge funding rounds, and more important AI news ending week of August 21, 2026

    Leveraging AI

    Play Episode Listen Later Aug 22, 2026 55:22 Transcription Available


    What happens when AI stops being impressive in demos—and starts helping us fight cancer, transform how companies operate, and attract hundreds of billions of dollars in investment?That shift may already be underway. This week brought some of the strongest signals yet that AI's impact is moving beyond better chatbots. From personalized cancer treatments and dramatically earlier detection to autonomous business workflows and AI-powered scientific research, the conversation is increasingly about measurable outcomes.For business leaders, there's an equally important takeaway: the competitive advantage may no longer come from choosing the “best” AI model. It may come from giving AI the right context about your business.Anthropic's own sales team provides a striking example. By connecting Claude to systems including Salesforce, Apollo, Common Room, and Gong, the company reports cutting manual work by 70%. The lesson is simple: smarter models help, but AI becomes dramatically more useful when it understands your data, workflows, processes, and preferences.And that's only the beginning.In this session, you'll discover:Why new developments in personalized mRNA cancer treatment could represent an important milestone for AI-assisted healthcare.How AI is helping researchers detect and understand cancer earlier and with greater precision.How Anthropic is using AI workflows to reduce manual sales work by 70%.How AI systems are beginning to learn the way people work and turn repetitive activities into automations.How increasingly capable open models could dramatically change the cybersecurity threat landscape.How AI is accelerating drug discovery and complex scientific analysis.How AI-assisted coding and agentic development continue to change software creation.Why an extraordinary amount of capital is flowing into AI infrastructure and applications—including a proposed $500B financing platform around NVIDIA infrastructure, Databricks' $5B raise, and major funding rounds across the ecosystem.About Leveraging AIMulti-Agent Orchestration Course: https://multiplai.ai/multi-agent-orchestration-course/YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/eventsIf you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

    Marketing Over Coffee Marketing Podcast
    Lauren Esposito on Workforce Orchestration!

    Marketing Over Coffee Marketing Podcast

    Play Episode Listen Later Aug 21, 2026


    In this Marketing Over Coffee: Learn about treating AI like workers, outcomes over use cases, agentic, and more!! Direct Link to File Talking with Lauren, the CMO of Asymbl at Salesforce Connections Lauren was part of ExactTarget which was acquired by Salesforce in 2012. We’ve talked about Chris Baggott and Douglas Karr over the years. […] The post Lauren Esposito on Workforce Orchestration! appeared first on Marketing Over Coffee Marketing Podcast.

    Run The Numbers
    The Stripe Guide to Pricing, Billing, and Quote-to-Cash with Wisam Hirzalla

    Run The Numbers

    Play Episode Listen Later Aug 20, 2026 54:54


    In this episode of Run the Numbers, CJ sits down with Wisam Hirzalla, Head of Product at Stripe Billing, to trace the full journey of a dollar—from product packaging and pricing through quoting, contracts, billing, tax, collections, and revenue recognition.—SPONSORS:Anrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/wisam-hirzalla-9b20a91/Company: https://stripe.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 What Drives Billing Downstream1:41 Welcome to Run the Numbers2:37 Wisam's Path to "Queen of Billing"4:55 What Head of Billing at Stripe Entails5:45 Defining Quote-to-Cash7:50 Layer 1: Pricing and Packaging Mistakes14:46 Pricing Models Rising Because of AI18:11 Layer 2: Inside a Quote19:27 Why Enterprise Deals Get So Messy24:38 Layer 3: Contracting27:21 Layer 4: Billing30:15 Why Usage-Based Billing Is So Complex34:51 Tokens as a Pricing Unit36:57 Billing's Move Out of the ERP39:53 Layer 5: Provisioning and Entitlements43:36 Layer 6: Tax44:27 Layer 7: Getting Paid48:18 Layer 8: RevRec50:52 When Billing Stopped Being Back Office51:47 Asking Better Questions Segment52:28 Will AI Replace Finance Jobs

    InvestTalk
    The Trillion-dollar Interest Bill Nobody Votes On

    InvestTalk

    Play Episode Listen Later Aug 19, 2026 43:51 Transcription Available


    The federal government will spend about a trillion dollars on interest this year, roughly what it spends on national defense, and every rate increase makes that number larger. We will explain why the government's own borrowing costs now shape monetary policy, what that means for long-dated bonds, and why central banks around the world are buying gold at the fastest pace in years.Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Market Wrap, Valero Energy Corporation (VLO), Marathon Petroleum Corporation (MPC), Phillips 66 (PSX), Car Makers and Motor Oil, The Trillion-dollar Interest Bill Nobody Votes On, Avantis International Equity ETF (AVDE), Short Selling vs Put Options, Chevron Corporation (CVX), Salesforce, Inc. (CRM), ServiceNow, Inc. (NOW).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

    On The Tape
    The AI Price War Nobody Saw Coming with FirstMark's David Waltcher

    On The Tape

    Play Episode Listen Later Aug 19, 2026 45:42


    Dan Nathan hosts FirstMark Capital partner David Waltcher at the firm's HQ to discuss Waltcher 's path from an Accel internship to investing in enterprise software, security, and AI. They compare the consumer-to-SaaS shift, the post-2021 “SaaSpocalypse,” and how public markets can overreact to AI narratives, using Salesforce as a system-of-record case study. Waltcher argues many incumbents will prove durable due to switching costs, ecosystems, and trust, while M&A is accelerating amid volatile publics, strong buyers, and fast-growing AI businesses, citing deals like Stripe–OpenRouter and interest in Workday. The conversation turns to Chinese and open models driving token cost deflation and model routing, and to rising security threats, including agent-related incidents, fueling demand. Waltcher highlights FirstMark investments Onyx (agent security), Nebulock (agentic threat hunting), and Tracebit (assume-breach deception), and says innovation risk is highest if recession or a market crash hits, not from AGI timing debates. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

    FYI - For Your Innovation
    Anthropic Is The Fastest Growing Software Company Ever | The Brainstorm 145

    FYI - For Your Innovation

    Play Episode Listen Later Aug 19, 2026 26:34


    In this episode of The Brainstorm, Sam and Frank dig into the rumors of a multi-trillion-dollar Anthropic initial public offering (IPO). A company that started the year at $9 billion in run rate revenue may now be approaching $70 billion, adding more than a whole Salesforce in revenue in less than a year. The team walks through what a $2 trillion valuation would actually imply, why that multiple could land below public AI winners like Palantir and Cloudflare, and what the S1 might reveal about profitability. Then the conversation turns to the Pareto Frontier, where 14 of the 16 most cost-efficient models are proprietary, Google has none, and SpaceX AI has clawed its way back with Grok 4.6 and Grokbot.Key Points From This Episode:Why Anthropic's reported run rate makes a $2 trillion IPO look cheapWhat the S1 could reveal about profitability, and why the token subsidy bear case may not holdHow the Pareto Frontier reshuffles the model race, and why Google is currently off itTotal Addressable Market (TAM) refers to the total money or customers you could get if 100% of people buy your product or service.Venture Capital (VC) refers to a type of funding where investors give money to new or small businesses in exchange for a share of ownership.If you know ARK, you know we focus on long-term innovation. But that doesn't mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we're bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what's shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94

    Risky Business
    Risky Business #849 -- Trump will unleash contractors on cybercriminals

    Risky Business

    Play Episode Listen Later Aug 19, 2026 59:06


    On this week's show Patrick Gray and James Wilson are joined by guest co-host Dmitri Alperovitch to talk through the week's news, including: Trump's memo authorising the private sector to release the cyber hounds is fine, don't worry! OpenAI finally decides to add a few safety measures after the whole “oopsie we committed some felonies” thing Anthropic's models start a turf war when given the same task, surprising… nobody We can't figure out whether a device that can hack a 737 is showboating stunt hacking or … something more real-world cool. Or both. Or something. Much, much more This week's show is brought to you by threat hunt and detection platform Nebulock. Founder and CEO Damien Lewke joins Pat to chat about what it looks like when you try to reinvent the SIEM in 2026 on a clean sheet of paper. This episode is also available on YouTube Show notes Trump signs memo authorizing private sector to launch cyberattacks | washingtonpost.com Trump taps cyber firms to go on offensive against criminals | therecord.media OpenAI Overhauls Safety Protocols After Its AI Agents Went Rogue | wired.com Pacing model development in an era of cyber-critical capabilities | Anthropic set AI agents loose on the same task. They started a turf war. | TechCrunch Security Researchers observe first ‘near-autonomous' AI attack on government target in Taiwan | cyberscoop.com Researchers find AI-powered hacking tools for sale in underground forums | Cybersecurity Dive Terabytes of credentials leaked in massive supply-chain attack | arstechnica.com Trivy, Not LiteLLM Behind the 2,500 Org Compromise | securityweek.com Ukraine says cyberattack hit Russian e-commerce giant Wildberries amid drone strikes | The Record ‘Unprecedented' number of Apple users received recent spyware alert, say investigators | TechCrunch Security This Coin-Sized Device Can Hack a Boeing 737 | wired.com "City-Forum" data-theft attacks target Salesforce, ServiceNow portals | BleepingComputer Max severity SAP Commerce Cloud flaw now targeted in attacks | BleepingComputer Shell investigates 'potential incident' after Clop data theft claims | BleepingComputer Philips and GE investigating Clop ransomware data theft claims | BleepingComputer Uber Freight reportedly investigating after hacking group claims data breach | TechCrunch Security Details emerge on BlackFile's recent attacks on financial companies | cyberscoop.com After Microsoft threatened legal action, a security researcher publishes a new Windows zero-day bug | TechCrunch Security Kimwolf botnet rebuilt to survive takedowns, researchers say | cyberscoop.com Hundreds of fake Chrome VPN extensions route traffic through a proxy | BleepingComputer Deepfake hiccup unmasks suspected digital certificate fraudster | theregister.com Vulnerability giving attackers full control of Macs is under active exploitation | arstechnica.com Critical VMware vCenter RCE flaw exploited for reverse SSH access | BleepingComputer Poland probes MyDr healthcare software breach potentially affecting 19 million people | therecord.media Crypto hardware wallet owners face fresh security risks after recent spate of personal data thefts | TechCrunch Security [un]prompted.au — AI × Cybersecurity Conference · Sydney, 18–19 September 2026 | [un]prompted.au

    MarTech Podcast // Marketing + Technology = Business Growth
    Changes to how you'll spend a marketing budget

    MarTech Podcast // Marketing + Technology = Business Growth

    Play Episode Listen Later Aug 19, 2026 4:51


    AI adoption is upending marketing budgets. Katrina Wong, Chief Marketing Officer at New Relic, brings 20+ years leading marketing and go-to-market strategy across enterprise tech companies including Twilio Segment, Hired, Zuora, Salesforce, and SAP. She discusses experimenting with OpenAI's ChatGPT app program despite unproven ROI, treating emerging AI platforms as a budget hypothesis rather than a guaranteed channel, and rethinking SEM investment as LLMs become a default search interface.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Unlearn
    Redesigning Leadership for the Age of AI Agents with Tatyana Mamut

    Unlearn

    Play Episode Listen Later Aug 19, 2026 46:59


    AI is forcing us to rethink a question most organizations have avoided for years: what is uniquely valuable about human work when intelligence itself is no longer scarce?Tatyana Mamut, CEO of Wayfound and former CPO of Nextdoor, joins me to explore AI adoption through a lens that goes beyond software. Drawing on her background in anthropology, economics, organizational design, and product leadership, Tatyana explains why the real challenge is designing the rules, tools, norms, incentives, and relationships that shape how humans and AI agents work together.We get practical about what this means at both an individual and organizational level. We explore the human capabilities that become more valuable as AI takes on more routine mental work, why fear leads companies into bad AI decisions, how poorly designed incentives can push agents toward unexpected behavior, and why the subject-matter experts closest to the work need to become responsible for managing the agents operating alongside them.Key TakeawaysHuman comparative advantage is changing: As AI takes on more mental work, people need to rethink where their uniquely human value comes from.Develop taste, judgment, relationships, and performance: Tatyana sees these as practical areas where people can complement AI rather than compete with it.AI adoption is an organizational design problem: Success depends on redesigning rules, tools, norms, incentives, and accountability around the technology.Goals and guardrails can still produce the wrong behavior: An agent may follow its objective while still acting against the organization's intent, as Tatyana's refund example shows.Subject-matter experts need to become agent managers: The people closest to the work must be able to monitor, correct, and improve the agents operating in their domain.Additional InsightsOrganizational culture can be consciously designed: Tatyana frames culture as the interaction of rules, tools, and unwritten norms that shape behavior.Relationships become more valuable as outreach gets automated: When AI increases the volume of generic communication, trust and genuine relationships become more important.AI can generate options, but humans still decide what matters: Judgment becomes critical when the challenge shifts from what can be done to what is worth doing.Small failure rates compound across multi-agent systems: Edge cases that seem minor with one agent can become more significant as agents are connected into workflows.Building an agent and managing one are different jobs: Engineering can help create the agent, but functional owners must take responsibility for its ongoing performance.Episode Highlights00:00 - Episode RecapTatyana frames the AI shift as a deeper question about what it means to create value as a human when intelligent systems increasingly share responsibility for thinking and decision-making.02:10 - Guest Introduction: Tatyana MamutI introduce Tatyana Mamut, CEO of Wayfound and former CPO of Nextdoor, whose experience across anthropology, organizational design, and product leadership shapes her approach to human and AI systems.05:06 - From Economics to AnthropologyTatyana explains how the failure of economic models to predict events such as Russia's 1998 economic collapse pushed her toward studying the mental models and social institutions that shape human behavior.08:07 - Designing Culture Through Rules, Tools, and NormsTatyana breaks organizational culture into practical components, showing how formal rules, available technologies, incentives, status, beliefs, and unwritten norms interact to shape behavior.13:16 - The Multi-Sapiens WorkplaceTatyana argues that AI is forcing people to reconsider their comparative advantage as humans as intelligent systems begin participating in higher-level thinking and decision-making.18:42 - Four Human Capabilities to DevelopTatyana identifies taste, judgment, relationships, and performance as four areas people can strengthen as AI absorbs more routine mental work.23:32 - Why Human Relationships Matter MoreBarry and Tatyana discuss how automation can remove administrative work while making authentic relationships, lived experience, trust, and storytelling increasingly valuable.27:21 - Fear Is the Enemy of ProgressTatyana explains how fear can push organizations either to rush into AI using outdated assumptions or retreat when the technology does not behave like traditional software.29:11 - AI Agents Need Different SupervisionTatyana describes why AI agents require governance and oversight based on organizational context, including goals, rules, norms, and definitions of what good performance looks like.31:32 - The Incentive ProblemThe conversation turns to how model behavior and organizational goals interact, including Tatyana's view that sycophantic behavior can create unexpected feedback loops in production agents.32:34 - When an Agent Breaks the Intent of the RuleUsing a customer service example, Tatyana shows how an agent trying to maximize case closure and customer satisfaction can suggest a refund even when its guardrails tell it not to.38:59 - Escaping Endless Pilot ModeBarry explores why uncertainty can keep organizations trapped in experimentation rather than allowing AI systems to move into real operating environments.40:10 - Who Owns the Agent After Deployment?Tatyana argues that the functional experts closest to the work need direct responsibility and visibility once an AI agent is operating in production.44:41 - Treat AI Agents Like New EmployeesTatyana compares engineering teams to recruiters who can help bring an agent into the organization, while the business owner remains responsible for coaching, compliance, and ongoing performance.46:14 - Closing ReflectionsBarry closes by reflecting on the emerging skills leaders and individuals will need as they learn to manage systems in which humans and AI agents increasingly work together.FAQsQ1. What human skills become more valuable as AI takes on more work?Tatyana highlights four areas: taste, judgment, relationships, and performance. Her argument is that AI may generate options, perform routine mental work, and help with administration, but humans still create value by deciding what is good, what is worth doing, whom to trust, and how to motivate or persuade other people.Q2. What does Tatyana Mamut mean by a “multi-sapiens workplace”?She uses the phrase to describe a workplace where humans are no longer the only entities carrying out higher-level thinking and decision-making. In that environment, organizations need new rules, tools, and norms for determining how humans and AI systems work together and where responsibility sits.Q3. Why does Tatyana say AI adoption is an organizational design challenge?Because deploying an AI system changes more than the technology stack. Organizations also have to consider incentives, governance, supervision, communication, accountability, cultural norms, and who has the authority to evaluate and correct an agent's behavior.Q4. Why do AI agents need supervision even when they have guardrails?Tatyana explains that an agent can technically pursue its assigned goal while still behaving in a way the organization did not intend. Her customer service example shows an agent suggesting a refund because doing so could resolve the case and improve customer satisfaction, despite instructions designed to prevent refunds.Q5. Who should manage AI agents after they are deployed?Tatyana argues that responsibility should move toward the subject-matter experts who understand the work the agent performs. Engineering or IT may build and deploy the system, but salespeople should oversee sales agents, finance teams should oversee finance agents, and other functional experts should have direct access to monitor, correct, and improve their agents.Useful ResourcesTanyana Mamut on LinkedIn - https://www.linkedin.com/in/tmamut/ Wayfound - https://www.wayfound.ai/ Artificial Organizations - https://geni.us/artificialorgs Nextdoor - https://blog.nextdoor.com/ Claude - https://claude.com/ Salesforce -

    eCom Pulse - Your Heartbeat to the World of E-commerce.
    217. How to Turn Data Chaos into Growth with Tim Shea

    eCom Pulse - Your Heartbeat to the World of E-commerce.

    Play Episode Listen Later Aug 19, 2026 32:47


    Tim Shea is the founder and CEO of LatticeWork Insights, where he has spent a decade helping DTC and retail brands untangle data spread across dozens of disconnected platforms. Before that, he built a 25 year career across software engineering, data, and advertising, including years selling data solutions into major media agencies.Most brands have data trapped in Meta, Google, TikTok, Shopify, Amazon, QuickBooks, Salesforce, and Klaviyo, and stitching it together every week eats up expensive leadership time. Tim argues this manual reporting cycle is a hidden cost most founders never account for.The conversation covers when a brand is actually ready to invest in analytics, why LTV and CAC are stories rather than single numbers, and why he tells clients to fund analytics the same way they fund ad spend, expecting a real return. Tim also breaks down where AI genuinely helps data teams and where it creates expensive slop instead.Listeners walk away with a clearer framework for knowing when their reporting problem is actually a decision-making problem, and what it costs to keep ignoring it.Website: https://expanio.com/Podcast website: https://expanio.com/commerce-untold-podcast/Eitan Koter's LinkedIn: https://www.linkedin.com/in/eitankoter/YouTube: https://www.youtube.com/@CommerceUntoldGuest: Tim Shea, Founder and CEO, Latticework InsightsTim Shea's LinkedIn: linkedin.com/in/sheaninesevenMilked Media: https://latticeworkinsights.com/Key Takeaways:Manual reporting across 10-30 disconnected platforms quietly costs brands far more than the software itselfLTV and CAC are not single numbers, they're stories shaped by cohort, channel, and buying behaviorAnalytics should be funded and measured like ad spend, with an expected return above one dollar per dollar spentThe biggest unlock often comes from getting a company to agree on one true north metric, not adding more dashboardsAI is useful in the hands of people who already know how to architect a solution, and dangerous in the hands of people who don'tThe right time to invest in data infrastructure is after product-market fit, not before itChapters: [00:11] Introduction and meeting Tim Shea [00:37] Getting thrown out of a sales pitch and the origin of LatticeWork Insights [03:00] Listening to customer pain over pitching product [04:25] The real cost of data spread across 10-30 platforms [05:03] Manual reporting and the hidden cost to leadership time [08:58] Blending data analytics with intuition [09:32] LatticeWork's process for a new client engagement [13:14] When brands should NOT reach out, and when they should [16:36] Common implementation challenges and getting teams aligned [18:57] Why analytics should be funded like an ad spend [21:44] Where AI actually helps, and where it creates slop [26:40] What brands get wrong when working with agencies [29:49] Tim's ideal customer [31:13] How to find LatticeWork Insights [31:58] Closing thoughts

    Revenue Generator Podcast: Sales + Marketing + Product + Customer Success = Revenue Growth

    AI adoption is upending marketing budgets. Katrina Wong, Chief Marketing Officer at New Relic, brings 20+ years leading marketing and go-to-market strategy across enterprise tech companies including Twilio Segment, Hired, Zuora, Salesforce, and SAP. She discusses experimenting with OpenAI's ChatGPT app program despite unproven ROI, treating emerging AI platforms as a budget hypothesis rather than a guaranteed channel, and rethinking SEM investment as LLMs become a default search interface.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    How Stories Happen
    KEYNOTE PUNCH-UP: How to open a data-heavy talk, with Amanda Natividad

    How Stories Happen

    Play Episode Listen Later Aug 18, 2026 39:14


    Amanda Natividad joins the show to rework the opener of her keynote with Jay. It's extremely data-heavy and leads to a lot of "throat-clearing" by Amanda, which she notices rewatching it.Making things harder, she was introduced onto the stage in a strange way, presenting her with a tricky decision: acknowledge it or push ahead?Amanda is the author of the book, Zero Click Marketing: How to Build Brands and Earn Customers on a Traffic-Starved Web, which she coauthored with Rand Fishkin.WATCH THE KEYNOTE PUNCH-UP:https://youtu.be/cBRIKNYnFx4?is=X9SqqELKNjAOZwioLearn more about Amanda at https://zeroclickmarketing.co/ and follow her at https://linkedin.com/in/amandanat Watch the full keynote from MicroConf: https://linkedin.com/in/amandanat*KEEP LEARNING:

    Make It Happen Mondays - B2B Sales Talk with John Barrows
    Why AI Role-Play Is the Missing Piece in Sales Training with Neha Gupta

    Make It Happen Mondays - B2B Sales Talk with John Barrows

    Play Episode Listen Later Aug 17, 2026 54:15


    AI role-play is not another tool to dump on your sales team.In this episode, John sits down with Neha Gupta, Founder and CEO of Breakthrough AI, to talk about why traditional role-play fails, why managers are often asked to coach without the tools or time to do it, and how AI can help reps practice hard conversations before the pressure hits. Neha breaks down what makes AI role-play feel realistic, why audio can be more effective than distracting avatars, and why adoption depends on structure, leadership energy, and deliberate practice.If you are in sales, leadership, enablement, RevOps, or any role responsible for improving rep performance, this conversation gives you a practical way to think about AI coaching, realistic role-play, feedback loops, remote sales teams, and the communication skills that still separate good reps from average ones.Want to help your team practice before the pressure hits? Visit www.jbarrows.com and learn how you can Make It Happen.What You'll LearnWhy traditional role-play feels awkward, subjective, and hard to scaleHow AI role-play can help reps build realistic muscle memory before live conversationsWhy sales managers are often expected to coach without enough tools, time, or trainingHow leadership energy and structure can make AI training adoption actually workWhy remote teams lost some of the bullpen learning that used to happen naturallyWhy communication skills need deliberate practice before the pressure moment hitsNeha Gupta is the Founder and CEO of Breakthrough AI, a practice-first AI coaching platform helping teams master the high-stakes conversations that shape performance, client relationships, and career growth. With more than twenty years of experience across client management, strategic marketing and sales, growth strategy, brand marketing, product marketing, and business development, Neha is focused on helping teams spot communication blind spots, strengthen feedback processes, and build stronger practice loops.Visit https://joinbreakthrough.ai/ to see Breakthrough AI in action, including a demo comparing weak versus strong responses to price objections.Connect with Neha Gupta:LinkedIn: https://www.linkedin.com/in/nehagupta/John Barrows is a sales trainer, speaker, and founder of JB Sales with over 25 years of experience in the industry. He has made hundreds of cold calls a week, led startups to acquisition, and trained high-performing teams at companies like Salesforce, LinkedIn, Amazon, and Okta. Through JB Sales, John focuses on practical sales execution—helping reps fill pipeline, close deals, and build trust with buyers in today's AI-driven sales environment.Connect with John Barrows:LinkedIn: https://www.linkedin.com/in/johnbarrows/ Instagram: https://www.instagram.com/johnmbarrows/ TikTok: https://www.tiktok.com/@johnmbarrows Check out John's Membership: https://learn.jbarrows.com/pages/individual-packages?utm_source=youtube&utm_medium=social&utm_campaign=podcast Join John's Newsletter: https://www.jbarrows.com/newsletter

    Run The Numbers
    The CFO-COO Is Coming: Meredith Finn of Front on the Future of Finance

    Run The Numbers

    Play Episode Listen Later Aug 17, 2026 54:27


    Front CFO & COO Meredith Finn joins CJ to explain why finance leaders are taking on more of the operator's job. They break down the CFO-COO dual mandate, how Front funds new bets inside a mature SaaS business, why AI requires more coordination than simply handing everyone new tools, and how finance teams should think about the growing cost of AI.—SPONSORS:Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/meredithfinn1/Company: https://front.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Adam Swiecicki - CFO of Ripplinghttps://youtu.be/JyGJVpmZNacAurélien Nolf - CFO of Navanhttps://youtu.be/siwzJSRXAvY—TIMESTAMPS:0:00 The CFO/COO Dual Mandate1:45 Welcome to Run the Numbers2:52 Front's In-House Podcast Studio3:41 Meredith's Investment Thesis on Front7:21 The "Portfolio Career" Analogy8:35 What She Had to Unlearn as an Operator13:13 Books on Strategy vs. Execution16:17 When a CFO Should Also Be COO18:27 What the COO Hat Actually Covers20:20 Where the Two Roles Conflict25:42 Budgeting for AI Token Costs29:16 Using Internal Usage as a Benchmark35:40 Funding a Series A Bet Inside a Series D Company38:04 Sizing Bets: Core, Adjacent, Moonshot40:04 The Secret to Re-Accelerating Growth41:46 Going Deeper, Not Wider43:18 What the Pricing Overhaul Taught Her47:30 Why Customer P&L Matters50:11 Lightning Round Begins51:32 Advice to Her Younger Self52:33 Front's Finance Tool Stack53:21 Craziest Expense Ever#RunTheNumbersPodcast #CFOLife #FinanceLeadership #AIinFinance #SaaSGrowth

    Curious Humans with Jonny Miller
    Reclaiming Healthy Ambition with Scott Britton

    Curious Humans with Jonny Miller

    Play Episode Listen Later Aug 14, 2026 77:52


    What happens when the habits that made you successful stop making you feel alive?Scott Britton spent years trying to architect the perfect life through achievement. Meditation, an ayahuasca experience and a growing sense that the old strategy had stopped working pulled him toward a different question: can ambition itself become a path of inner development?In this conversation, we explore the tension between spiritual depth and worldly ambition, why work can become a mirror, and how to use everyday friction as material for self-awareness. Scott also shares the Freedom Log, the deceptively simple practice he still uses to notice triggers, investigate old patterns and choose a different response.You can expect to learn:- Why high achievers often swing from relentless ambition to becoming suspicious of ambition itself- How work can become a practical arena for self-awareness when you stop bulldozing through discomfort- What Scott learned from spending a year noticing every moment he did not trust himself or life- Why money reveals patterns around scarcity, shame, safety and self-worth with unusual clarity- How your real-time reactions can tell you more than affirmations about what you actually believe- How Scott defines conscious accomplishment and measures progress without turning inner work into another scoreboard- How to use the Freedom Log, including Scott's simple sequence: notice the trigger, write it down, then feel it- Why purpose may have as much to do with your quality of attention and aliveness as any ten-year mountainABOUT SCOTTScott Britton is an entrepreneur, author, investor and community builder. After selling his company Troops to Salesforce in 2022, he founded Conscious Talent, an executive search firm built around conscious leadership. He is the author of Conscious Accomplishment: How to Use Personal Achievement for Spiritual Growth, writes a newsletter about consciousness and human potential, and hosts the EvolutionFM podcast.CONNECT WITH SCOTT- Scott's website: https://scottbritton.me/- Conscious Accomplishment: https://www.amazon.com/dp/B0FTDKPT14- Scott's newsletter: https://blog.scottbritton.me/- Conscious Talent: https://www.conscioustalent.com/- EvolutionFM: https://podcast.scottbritton.me/EXPLORE MORE FROM JONNY- Follow Jonny on X: https://twitter.com/jonnym1ller- Nervous System Mastery: https://nsmastery.com/- Stateshift: https://stateshift.app/- Take the free Nervous System Quotient self-assessment: https://assessment.nsmastery.com/- Subscribe to The Inner Frontier newsletter: https://ch.kit.com/f2ecbf5169CHAPTERS00:00 Welcome and Scott's turning points03:30 The "success quest" and its limits06:07 Why Scott wrote Conscious Accomplishment11:55 Rehabilitating ambition after awakening14:15 Work as a mirror for inner development16:20 Building Conscious Talent differently23:05 Scott's year of trust30:00 Money, scarcity and the overpriced pasta38:36 Learning to read friction45:28 What progress looks like56:02 Purpose as a way of being58:59 The Freedom Log practice62:48 Making time for inner work70:02 David Whyte's bell and blackbird71:36 Rapid-fire questions77:06 "What is mine to do?"

    The CyberWire
    Please hack responsibly.

    The CyberWire

    Play Episode Listen Later Aug 13, 2026 24:22


    President Trump deputizes private-sector companies to target cybercriminals. The LiteLLM supply-chain attack exposed credentials belonging to thousands of organizations. Data-theft campaign targets misconfigured Salesforce and ServiceNow instances. Hackers deploy AI agents to breach Taiwanese government systems. CISA mandates urgent patch for actively exploited Cisco firewall vulnerability. Nightmare Eclipse publishes yet another Windows zero-day exploit. On our Industry Voices segment, Clint Gibler, Cyber Lead at OpenAI, and Robby Winchester, Chief Global Professional Services Officer at SpecterOps, discuss frontier models and the future of cyber defense. And please do not reply. Seriously. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today on our Industry Voices segment, Clint Gibler, Cyber Lead at OpenAI, and Robby Winchester, Chief Global Professional Services Officer at SpecterOps, speak with Dave Bittner at Black Hat about frontier models and the future of cyber defense, including responsible AI deployment, red teaming, reducing security noise, and the evolving role of human expertise in AI-assisted defense. If you enjoyed this conversation, be sure to check out the full interview here. Selected Reading Trump turns to private sector in offensive hacking operations memo (CyberScoop) Terabytes of credentials leaked in massive supply-chain attack (Ars Technica) "City-Forum" data-theft attacks target Salesforce, ServiceNow portals (BleepingComputer) 'Near-autonomous' AI agents attack Taiwan's nuclear safety agency (The Register) Cisco says software vulnerability could let hackers crash firewalls (Cybersecurity Dive) Microsoft-vendetta hacker has a new zero day that gives system privileges on fully patched Windows (The Register) Sensitive Info Goes Into ‘No Reply' Emails Constantly. This Guy Sees It All (WIRED) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc.

    Run The Numbers
    Xero's CFO: Why Finance Is Taking On More of the Business

    Run The Numbers

    Play Episode Listen Later Aug 13, 2026 49:59


    In this episode of Run the Numbers, CJ Gustafson sits down with Xero CFO Claire Bramley to discuss how the CFO role is expanding beyond finance into strategy, operations, transformation, and technology. Claire also shares how she builds teams around her weaknesses, what small businesses actually want from AI, and why she views diversity as a business performance decision.—SPONSORS:Maximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cj—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/claire-bramley-133b7174/Company: https://www.xero.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro3:00 Xero and CJ's History With It4:12 Xero's Size and Scale Today5:10 The Expanding CFO Role7:06 Hiring Experts You're Not8:47 Imposter Syndrome11:00 Getting Better at Asking Questions15:04 Asking the "Stupid Question"16:21 Finance as the Corporate Junk Drawer17:48 The Trial Period Idea18:24 Tripwires: Leading Indicators for CFOs25:35 AI Hype vs. Main Street Reality26:44 What Small Business Owners Actually Want28:45 What Big Corps Underestimate31:10 Trust as a Competitive Moat33:45 Why the Line Is Thinner for Small Biz35:12 AI Inside Claire's Finance Team37:23 AI for Investor Relations39:28 Diversity as Capital Allocation42:07 A Decision Diversity Changed44:45 Lightning Round Begins46:06 Advice to Her Younger Self48:49 Craziest Expense Ever#RunTheNumbersPodcast #CFOLife #FinanceLeadership #AIinFinance #WomenInFinance

    The Agile World with Greg Kihlstrom
    From Ai4: Dataiku CMO Mark Abramowitz on speed versus agility in AI adoption

    The Agile World with Greg Kihlstrom

    Play Episode Listen Later Aug 12, 2026 25:58


    What happens to a brand when the story it tells about its AI adoption moves faster than the results it can actually show?Agility isn't about telling that story faster. It's about being able to change what you say — repeatedly, as the technology changes — without losing the thread of what your company is actually for.Today, we're going to talk about the widening gap between AI ambition and business reality, and what that means for enterprise marketing leaders. Specifically, we'll cover:- The shift from selling an AI vision to proving tangible value.- How AI is pushing marketing into closer alignment with product and revenue.- What it takes to build trust — inside the company and out — when the outputs of AI systems are hard to explain.To help me discuss this topic, I'd like to welcome, Mark Abramowitz, Chief Marketing Officer at Dataiku.About Mark AbramowitzMark Abramowitz is Chief Marketing Officer at Dataiku, The Platform for AI Success. In his role, he oversees global brand and demand strategy, and is responsible for building awareness of Dataiku as the platform that unifies people, governance, and AI systems to deliver real results at scale.Mark brings extensive experience scaling enterprise platform businesses. Prior to Dataiku, he served as SVP of Product and Solutions Marketing at ServiceNow, leading product marketing as the company scaled from $6 billion to nearly $11 billion in revenue and spearheading the launch of Now Assist—the fastest-selling product in ServiceNow history. Before ServiceNow, Mark spent 15 years at Salesforce and 5 years as SVP of Product Marketing for Service Cloud.Mark Abramowitz on LinkedIn: https://www.linkedin.com/in/markabramowitz/---------- Resources ---------- Dataiku: https://www.dataiku.comThe Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fChaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other GenAI tools. Learn more at trychaser.com and use code AGILEBRAND for a 3-month free trial (normal trial is 14 days).The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1Start building your own apps with Replit and get $20 off. Learn more: https://aglbrnd.co/r/93531742a7625a20Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3Connect 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://aglbrnd.co/r/35ded3ccfb6716baCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.comThe 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.

    Artificial Intelligence in Industry with Daniel Faggella
    The Future of Customer Success and Turnkey AI Agents for SMBs - Matt Kravitz of Salesforce

    Artificial Intelligence in Industry with Daniel Faggella

    Play Episode Listen Later Aug 12, 2026 24:33


    Service leaders are increasingly asked to deploy AI agents without a clear sense of what these systems can safely handle today, or where to start. In this episode, Matt Kravitz, Head of Customer Transformation for Service Cloud at Salesforce, breaks down a three-level maturity model for AI service agents — answering questions, accessing account data, and taking action — and how to sequence adoption. The conversation also covers a channel-strategy framework for deciding which support requests to deflect, route to digital-assisted support, or escalate to a live conversation, and how a business's overall service model should guide which use case to prioritize first.   This episode is sponsored by Salesforce.   In this episode, we cover how enterprise service leaders can sequence AI agent adoption — starting with agents that answer common questions, then adding account-data access, and finally the ability to take action on a customer's behalf. To go deeper on this topic, download our free PDF report, 'Beginning with AI,' at emerj.com/aik1

    Remarkable Marketing
    Why the Magic Is in the Details: Disneyland's Playbook for B2B Marketers | Kris Lande (OutSystems)

    Remarkable Marketing

    Play Episode Listen Later Aug 12, 2026 49:44


    A two-hour wait in the summer heat. Overpriced churros. A parking lot that takes 45 minutes to escape. And yet - you remember every single ride, every firework, every detail. That's not an accident. That's Disneyland. Disney doesn't create magic through one big moment. They create it through thousands of tiny, intentional details working together. And in this episode, we dig into what that means for B2B marketers with our special guest Kris Lande, CMO at OutSystems. Together, we explore how to design end-to-end customer experiences that people actually remember, why the last impression is the lasting impression, and how to build community into your content strategy in a way no AI-generated campaign can replicate. About our guest, Kris Lande Kris Lande is Chief Marketing Officer of OutSystems, where she leads global marketing strategy and brand growth. With more than two decades of experience driving marketing for high-growth SaaS companies, Kris brings deep expertise in product marketing, category creation, and community-led growth. Before joining OutSystems, Kris spent over 13 years at Salesforce, where she led teams across product marketing, developer relations, and Trailhead. Earlier in her career, she led marketing at Escapia, a SaaS startup later acquired by Expedia. Kris holds a degree in Business Administration and International Business from Washington State University. About OutSystems OutSystems is the Agentic Systems Platform for companies who need to build governed AI apps and agents, fast. Global brands like Heineken and Bosch trust OutSystems every day to build everything from mission-critical life-saving apps to  AI agents that can automate their oldest, clunkiest legacy processes. Essentially, OutSystems gives our customers comprehensive AI tools under one secure roof, turning IT into a fast-moving innovation engine. What B2B Marketers Can Learn From Disneyland: The last impression is the lasting impression. Disney doesn't just nail the opening - they engineer the ending. Kris applies this directly to her event strategy: at OutSystems ONE, their annual conference in Amsterdam, the closing session ended with a full spirit tunnel - staff lining the exit with music, dancing, and high fives. "I want them to walk away feeling gratitude and feeling celebrated and feeling energized as they walked out that door." In B2B, most experiences just... end. The brands that create magic are the ones that design the goodbye. Identify friction points - then design around them, not away from them. Disney doesn't eliminate the wait. They make the queue part of the experience. Kris takes the same approach to events: knowing that European attendees tend to arrive late, her team put a mobile DJ, a saxophone player, and stroopwafels outside the doors before the morning keynote. "We made it a party outside because we knew that was going to be a friction point." The lesson: don't pretend friction doesn't exist. Find it, name it, and design something remarkable around it. Everyone's in marketing - culture is how you deliver on the brand promise. Disney's magic doesn't live in one department. It lives in every cast member, every queue, every trash can placement. Kris ties this to a principle she carries into every team: "Brand is a promise to the customer, and culture is how you actually deliver on that promise." That culture comes through in the SDR call, the webinar, the email copy - everywhere. "I believe everyone's in marketing. As employees, we are representatives of the culture." Quote"When you care and you're passionate about the details, your customers are gonna feel that. They can feel when you care about something. They can feel when you brought fun into something. And if you care, they will care." - Kris Lande Time Stamps [1:35] Meet Kris Lande, CMO at OutSystems [2:08] Why Disneyland? A Non-Disney Adult Makes the Case [4:06] What Is Disneyland? A Brief History of Intentional Experience Design [9:21] The Details That Make the Magic - And What Marketers Can Learn [13:42] Evolving Without Losing What Makes You, You [18:40] The Last Impression Is the Lasting Impression [22:11] Designing Around Friction Points [24:07] Building for the 10th Version, Not Just the First [28:31] Disney's Weenies - And Why Marketers Need Them Too [40:14] Community as Content Strategy [42:38] Authenticity in the Age of AI [45:48] Top Tips for Better Events [48:10] Final Thoughts and Takeaways LinksConnect with Kris on LinkedInLearn more about OutSystems About Remarkable! Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is "Solomon" by FALAK. Create something remarkable. Rise above the noise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Heartbeat For Hire with Lyndsay Dowd
    216: Great Leaders Aren't Smarter, They're Better Storytellers with Jacquelyn Fletcher Johnson

    Heartbeat For Hire with Lyndsay Dowd

    Play Episode Listen Later Aug 12, 2026 25:28


    Jacquelyn Fletcher Johnson is an executive communication strategist, keynote speaker, conference designer, and founder of the Heartwood Leadership Institute. She helps leaders, founders, and organizations transform powerful ideas into unforgettable messages that inspire action through the power of story. The belief that stories can change lives has shaped her work from the very beginning.   Jacque has coached executives and advised leaders at Fortune 100 companies and global brands including Amazon, Accenture, General Mills, Salesforce, Stripe, Target, Visa, Walmart, and more. She's the host of the Ideas Love Community podcast, creator of the Gateway Gathering & Pitch Fest, and the author of 14 books. She's trained thousands of professionals in communication, executive presence, and thought leadership. When she's not launching voices, you'll likely find her paddling with her gold medal-winning dragon boat team of all breast cancer survivors.   Episode Summary:   In this episode of Heartbeat for Hire, host Lyndsay Dowd sits down with Jaquelyn Fletcher Johnson — communication strategist, conference designer, 14-time author, and founder of the Heartwood Leadership Institute. Jaquelyn traces her lifelong obsession with storytelling back to a childhood prank on her younger brothers, then walks through a career that wound from freelance writing and magazine editing into pioneering "Creative Writing at the Bedside" and an on-set interview show at Mayo Clinic, and eventually into executive coaching and leadership development.   Key Takeaways:   - Stories shape how people feel long after they're told. - "Trail angels" are the people who show up right when you need them. - A meandering career can still add up to a clear pattern. - Starting something of your own means giving up full control. - Executive presence isn't about polish — it's about being grounded. - A health scare can clarify your legacy. - You don't have to act on every calling — but it won't disappear.   Episode Chapters:   00:00 Cold open: three things you'll learn from this episode 00:43 Welcome to Heartbeat for Hire + guest introduction 01:36 Jaquelyn joins the show 02:08 Origin story: the Jolly Green Giant and the power of story 04:58 Career path: freelance writer to magazine editor to Mayo Clinic storytelling programs 08:33 What is a "trail angel"? 10:06 The tough reality of the conference and speaking world 10:43 Why Jaquelyn decided to build her own conference 14:25 Lessons learned building the Gateway Gathering and Pitch Fest 17:53 Listener thank-you and sponsor spotlight (Cozy Earth) 18:34 Redefining executive presence 21:19 What inspires Jaquelyn 22:01 Legacy, breast cancer, and dragon boat racing 23:18 What's next: Gateway Gathering, Pitch Fest, and family milestones 24:04 Where to find Jaquelyn 24:09 Final takeaway for listeners

    Inspire People, Impact Lives with Josh Kosnick
    Your Best Customer Is Dying. Now What?

    Inspire People, Impact Lives with Josh Kosnick

    Play Episode Listen Later Aug 11, 2026 84:06


    Send us Fan MailIn-N-Out took 80 years to become a legend. Raising Cane's did it in 36 — with worse chicken and a better marketing team. Two founders sat down with Josh at the Book & Bourbon Club fly-in to debate what actually wins in 2026: the slow, silent build or the personal-brand turbocharge.Guests: Dennis Leis (investor, MetPro, LRT, Whole Body Fitness) and Trace Miller (founder/CEO of Konala — high-protein drive-thru restaurants, konalafranchise.com).Three debates, no filler:The personal branding debate — can you still grow a massive business silently? The In-N-Out vs. Raising Cane's case study, the "sellout" question every founder wrestles with, and why your best customer is literally dying every day.The AI debate — Dennis is all-in, Trace is skeptical, and Josh is in the middle. China just passed a law that you can't lay someone off and replace them with AI. Salesforce is cutting tens of thousands. Only 2% of the world is actually using it. What "ethical capitalism" looks like when the tokens cost more than the labor.The hiring debate — Dennis hires for his weaknesses and openly admits he has zero desire to be a CEO. Trace wants to grow into his weaknesses, Gymshark-style. Two founders, two very different answers to the oldest question in business.Plus Dennis unveils the AI-powered talent-matching platform he's building in beta — outbound recruiting for cultural fit instead of skills-first hiring.━━━━━━━━━━━━━━━━━━━━Follow Dennis Leis: Instagram @dennis.leisFollow Trace Miller & Konala: konalafranchise.comBook & Bourbon Club: joshkosnick.com━━━━━━━━━━━━━━━━━━━━Books mentioned:• Raving Fans — Ken Blanchard• Unreasonable Hospitality — Will Guidara• Good to Great — Jim Collins• Blue-Collar Cash — Ken Rusk━━━━━━━━━━━━━━━━━━━━Follow Josh Kosnick:Website — joshkosnick.comInstagram — @joshkosnickLinkedIn — linkedin.com/in/joshkosnickSubscribe for weekly conversations on leadership, faith, and building a life worth living.#SpartanLeadership #JoshKosnick #DennisLeis #TraceMiller #Konala #PersonalBranding #AIinBusiness #EthicalCapitalism #FounderPodcast #HiringStrategyCONNECT WITH ME HERE:FacebookInstagramLinkedInTwitterTikTokYouTubeSUBSCRIBE TO THE PODCAST HERE:Apple PodcastsSpotifyYouTube

    Lions of Liberty Network
    FF: Watched from the Cradle to the Cubicle

    Lions of Liberty Network

    Play Episode Listen Later Aug 10, 2026 29:28


    While most Americans are rightly concerned about government surveillance — license plate readers, Flock cameras, the deep state — a quieter and more intimate surveillance culture has taken root at home and at work. Employers are deploying AI to scan employee Slack messages, monitor productivity keystroke by keystroke, and flag tone and sentiment across billions of internal messages. At the same time, parents are tracking their teenagers' every move through apps like Life360 and Apple's Find My, often without stopping to ask whether they're solving a real threat or just following social pressure. Host John Odermatt argues that we've begun replacing trust with tracking — and the most unsettling part is that most people don't realize they're actively participating in building that culture. This episode is a call to examine your own role in the surveillance ecosystem, take ownership of your choices, and start having the harder, more honest conversations that actually build trust. Video Chapters 0:00 – Intro: The Surveillance We're Not Talking About 1:03 – Welcome & Solo Show Setup 1:34 – Government Surveillance vs. Private Surveillance 4:48 – Salesforce, Slack, and AI Monitoring at Work 8:36 – Revisiting the David Deane Interview: AI as a Mirror? 9:40 – Family Surveillance: Life360, Find My & Tracking Your Kids 10:37 – The Research: What Constant Tracking Does to Teenagers 16:57 – Flock Cameras & the Government Surveillance Fight 20:19 – The Collapse of Trust: Edelman Trust Barometer Data 22:01 – What You Can Actually Do About It Schedule a 15 minute Gut Health Audit with John: https://calendar.app.google/B9fcGdSFjC5caTVu5 SUPPORT LIONS OF LIBERTY: Help keep this podcast going! We rely on listener support to continue bringing you content on freedom, political reform, and personal empowerment.  Support us on Patreon: https://patreon.com/lionsofliberty Support us on Locals: https://lionsofliberty.locals.com/ Subscribe, rate, and review wherever you listen – it makes a huge difference! Learn more about your ad choices. Visit megaphone.fm/adchoices

    Make It Happen Mondays - B2B Sales Talk with John Barrows
    Why Charisma Is a Sales Skill You Can Actually Learn with Olivia Fox Cabane

    Make It Happen Mondays - B2B Sales Talk with John Barrows

    Play Episode Listen Later Aug 10, 2026 58:54


    Charisma is not just something you either have or do not have. It is a skill buyers can feel before the pitch even starts.In this episode, John sits down with Olivia Fox Cabane, bestselling author of The Charisma Myth, to talk about the science of charisma, presence, body language, curiosity, manipulation, and why real connection still matters in sales.If you are in sales, leadership, or any role where trust matters, this conversation gives you a practical way to think about how you show up in front of buyers. You will learn why preparation makes curiosity stronger, why presence can change the quality of a conversation, and why trying to impress people often gets in the way of real connection.Want to build stronger sales conversations before the market gets even more transactional? Visit www.jbarrows.com and learn how you can Make It Happen.What You'll LearnWhy charisma is a behavior that can be learnedHow presence, power, and warmth shape trustWhy preparation can make salespeople more curiousWhy trying to impress people often backfiresHow body language starts with mindsetWhy sales should help people solve problems, not convince them into decisionsOlivia Fox Cabane is a leading authority on the science of charisma and the bestselling author of The Charisma Myth and The Net and the Butterfly, which have been translated into more than thirty languages. She previously served as Director of Innovative Leadership for Stanford's StartX accelerator and has taught on charisma, leadership, and innovation at Harvard and MIT. Her work has been featured in The New York Times, Bloomberg Businessweek, and The Wall Street Journal, and she is a cofounder of the KindEarth.Tech Foundation.Visit charismamyth.com for free sample chapters, videos, and downloadable exercises.Connect with Olivia Fox Cabane:Website: https://charismamyth.com/Instagram: https://www.instagram.com/oliviafoxcabane/LinkedIn: https://www.linkedin.com/in/ofc/Youtube: https://www.youtube.com/@oliviafoxcabaneofficialJohn Barrows is a sales trainer, speaker, and founder of JB Sales with over 25 years of experience in the industry. He has made hundreds of cold calls a week, led startups to acquisition, and trained high-performing teams at companies like Salesforce, LinkedIn, Amazon, and Okta. Through JB Sales, John focuses on practical sales execution—helping reps fill pipeline, close deals, and build trust with buyers in today's AI-driven sales environment.Connect with John Barrows:LinkedIn: https://www.linkedin.com/in/johnbarrows/ Instagram: https://www.instagram.com/johnmbarrows/ TikTok: https://www.tiktok.com/@johnmbarrows Check out John's Membership: https://learn.jbarrows.com/pages/individual-packages?utm_source=youtube&utm_medium=social&utm_campaign=podcast Join John's Newsletter: https://www.jbarrows.com/newsletter

    WSJ What’s News
    Why AI Models Keep Hacking Other Companies

    WSJ What’s News

    Play Episode Listen Later Aug 6, 2026 11:57


    P.M. Edition for Aug. 6. Meta said today one of its AI models hacked a third-party service during cybersecurity testing. WSJ tech reporter Sam Schechner discusses why these incidents are becoming more common. Plus, billionaire Dan Gilbert has already revived Detroit's downtown. Now he's set his sights on a $1.6 billion project that would transform the city's waterfront—but, as Journal real estate reporter Nicholas Miller explains, it's a gamble for him, and for the city. And SpaceX investors brace for more volatility after $100 billion of the company's shares were unlocked today. We hear from markets reporter David Uberti about what investors should expect. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.