Podcasts about Salesforce

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    Anker-Aktien Podcast
    Salesforce Aktie 2026 // Günstig oder berechtigte KI-Sorgen?

    Anker-Aktien Podcast

    Play Episode Listen Later Mar 13, 2026 28:27


    Salesforce wirkt auf den ersten Blick wie ein Paradox. Das Unternehmen wächst weiter, die Margen haben sich deutlich verbessert, die Bilanz wirkt solide und auch beim Thema Künstliche Intelligenz gehört der Konzern keineswegs zu den Zuschauern. Trotzdem hängt die Aktie seit Jahren fest und der Markt bleibt spürbar skeptisch.Genau darin liegt der Kern dieser Analyse. Es geht nicht nur um Zahlen, sondern um die viel wichtigere Frage, warum ein operativ starkes Unternehmen an der Börse trotzdem unter Druck steht. Ist Salesforce heute schlicht günstiger geworden als früher, oder hat sich die Geschichte hinter der Aktie grundlegend verändert?Im Podcast geht es um die Rolle von KI für das Geschäftsmodell, um die Chancen und Risiken rund um Agent Force, um einen möglichen schrumpfenden Burggraben und um die Frage, ob der Markt hier übertreibt oder nur nüchtern vorwegnimmt, was vielen Anlegern noch nicht bewusst ist. Denn Salesforce verdient bereits Geld mit den neuen KI Angeboten. Gleichzeitig bleibt offen, wie stark diese Entwicklung das klassische Softwaregeschäft am Ende verändern wird.Dazu kommt ein Blick auf die langfristige Kursentwicklung, auf Bewertung, Bilanz, Margen und die charttechnische Lage. Denn gerade diese Kombination macht den Fall Salesforce so spannend. Fundamental wirkt vieles besser, als es der Aktienkurs vermuten lässt. Doch genau das ist an der Börse oft nicht genug.

    The Salesforce Admins Podcast
    The Future of Salesforce Setup Is Agent-Driven

    The Salesforce Admins Podcast

    Play Episode Listen Later Mar 12, 2026 27:56


    Today on the Salesforce Admins Podcast, we talk to Cheryl Feldman, Senior Director of Product Management at Salesforce. Join us as we chat about how Agentforce is reshaping the Setup experience. You should subscribe for the full episode, but here are a few takeaways from our conversation with Cheryl Feldman. From 1,300 pages to one […] The post The Future of Salesforce Setup Is Agent-Driven appeared first on Salesforce Admins.

    Commonwealth Club of California Podcast
    Rebecca Hinds: Your Best Meeting Ever

    Commonwealth Club of California Podcast

    Play Episode Listen Later Mar 12, 2026 66:00


    Who gets excited about going to an office meeting? Who dreads them? Rebecca Hinds, Ph.D., is an organization expert who has helped Fortune 500 companies fix their fractured collaboration efforts, and she says that meetings are broken. They are relics from a bygone era of top-down hierarchies and factory-like procedures—designed to issue orders, flaunt power, and keep the hierarchy intact. In today's digital, collaborate-or-bust era, this model isn't just inefficient, she says it actively harms employees and organizations.  She drew on decades of research and stories from leading companies like Google, Salesforce, Pixar, YouTube, and Dropbox for her new book Your Best Meeting Ever. She provides a blueprint to transform meetings from monotonous, soul-crushing time sinks into powerful tools for collaboration. Her secret? Treat them like products. Using seven product design principles, she says you'll turn your meetings into well-designed products that actually drive work forward and serve your most important users—the people in your organization. She explains: Why every organization needs a “Meeting Doomsday” to reset collaboration, and how to strategically orchestrate one at your company. How to fix your communication system so meetings are a last resort, not a knee-jerk default. Which meeting metrics matter—and which do more harm than good. How to inject moments of delight into your meetings so people genuinely want to show up. When to integrate technology into your meetings so you enhance collaboration, rather than detract from it. Whether you're a leader or an individual contributor, join us to meet Rebecca Hinds and learn her ideas for challenging the existing norms and embracing new paradigms—so you'll never dread another meeting again. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Fueling Deals
    Episode 394: Navigating Multiple Exits Across Tech's Evolution with Raj Singh

    Fueling Deals

    Play Episode Listen Later Mar 11, 2026 43:53


    From installing network cards as a teenager to navigating four successful exits across decades of tech evolution, Raj Singh shares lessons on acquisition timing, building buyer relationships, and the emotional journey founders experience after selling. Raj Singh is VP of Product at Mozilla, leading new zero-to-one product initiatives. He joined Mozilla in 2022 via acquisition of his startup Pulse (AI meeting summarization). Previously, he co-founded Tempo AI (acquired by Salesforce 2015), All the Cooks (acquired by CookPad), and served as VP of Business Development at Skyfire (acquired by Opera). WHAT YOU'LL LEARN You'll discover why exit windows matter more than plans, how to build relationships with potential acquirers years in advance, the four emotional stages after selling, why 80-85% of acquisitions are CEO-driven, and how founder fatigue is the number two reason startups fail. RAJ'S JOURNEY Raj's entrepreneurial instincts showed up early. Before college, he installed network cards in friends' computers for students heading to dorms. Desktop computers didn't have Ethernet ports back then, so he bought cards from Fry's Electronics, installed them, set up drivers, and charged for the service. His first substantive deal came during the dot-com crash, a net-zero acquisition in the early video codec era around 2000. He's since navigated four exits across radically different market conditions: the dot-com crash, 2008 financial crisis, COVID, and today's landscape. Each taught him something different about timing, negotiation, and integration. "What worked yesterday doesn't work today." THE SERIAL EXIT OPERATOR Raj's perspective comes from exiting companies during each major market cycle, giving him pattern recognition most founders never develop. At Mozilla, he's thrived leading products like Mozilla Solo (AI website builder) and Postful (social media management), finding ways to keep learning within a larger organization. KEY INSIGHTS Exit windows exist and close. Miss one, and the next might not emerge for 3-8 years. Founder fatigue is the number two reason startups fail. The hardest question: can you push through for another five years? Build acquisition relationships years in advance. Identify your 10 most likely buyers on day one. Check in every six months with no intent to sell. Acquisitions are about timing. If your timing doesn't align with a buyer's executive off-site decision, you could be off by six months and it won't happen. The emotional journey: relief when the deal closes, regret within days, inspired to make it the best acquisition ever, then acceptance it's not your company anymore. FOR MORE ON THIS EPISODE https://www.coreykupfer.com/blog/rajsingh FOR MORE ON RAJ SINGH LinkedIn: https://www.linkedin.com/in/rajansingh/ Email: raj@rajansingh.com Twitter/X: @rajansingh Threads: @rajansingh FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps:[00:06:37] - Introduction: Raj Singh's bio and background [00:08:28] - Childhood computer interest and early entrepreneurial instincts [00:08:54] - First side hustle: Installing network cards for college students [00:12:07] - First substantive deal during dot-com crash [00:13:30] - Evolution of startup ecosystem: from Chamber of Commerce books to today [00:21:24] - Journey to Mozilla via Pulse acquisition [00:24:03] - Why staying at Mozilla works: continuous learning and challenge [00:32:10] - All the Cooks exit during Y Combinator three-day decision window [00:35:53] - Tempo AI monetization struggles and Salesforce acquisition [00:39:23] - Four emotional stages after acquisition: relief, regret, inspired, acceptance [00:43:07] - Exit windows and why timing matters more than plans [00:43:32] - Founder fatigue as number two reason startups fail [00:48:19] - Building relationships with 10 potential acquirers from day one [00:50:42] - When incumbents enter your category (market acceleration) [00:51:05] - Enterprise multiple winners versus consumer winner-take-all [00:51:31] - Current work at Mozilla: Solo and Postful products [00:52:53] - What freedom means: choosing where to spend time Guest Bio: Raj Singh is VP of Product at Mozilla, leading zero-to-one product initiatives. He joined via acquisition of Pulse (AI meeting tools) in 2022. Previously: co-founder/CEO Tempo AI (acquired by Salesforce 2015), co-founder All the Cooks (acquired by CookPad), VP Business Development at Skyfire (acquired by Opera). BS in computer engineering from Cal Poly. Host Bio: Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description: Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes:Episode 328 - Richard Manders: Serial Acquisitions and Scaling Through M&A Episode 350 - Tom Dillon: Understanding Business Valuation and Exit Planning Realities Episode 325 - Kelly Finnell: Using ESOPs in Ownership Succession Planning Episode 330 - Pete Mohr: Building Enterprise Value and Exit Readiness Episode 339 - Equitizing Key Employees and Succession Planning Strategies Social Media: Follow DealQuest Podcast: https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Follow Raj Singh: LinkedIn: https://www.linkedin.com/in/rajansingh/ Twitter/X: @rajansingh Threads: @rajansingh Keywords/Tags:startup exits, M&A timing, acquisition strategy, multiple exits, founder fatigue, exit windows, serial entrepreneur, Salesforce acquisition, Mozilla products, Tempo AI, enterprise versus consumer, building acquisition relationships, CEO-driven acquisitions, emotional journey after exit, strategic buyer relationships, All the Cooks, CookPad acquisition, Pulse acquisition, tech evolution, startup integration, venture capital, exit readiness, founder burnout, M&A strategy, tech acquisitions

    The Official SaaStr Podcast: SaaS | Founders | Investors
    SaaStr 845: How SaaStr Built a $5 million Pipeline Machine with 1.5 Humans and 20 AI Agents with SaaStr's Chief AI Officer and Momentum from Salesforce's VP of GTM

    The Official SaaStr Podcast: SaaS | Founders | Investors

    Play Episode Listen Later Mar 11, 2026 41:25


    SaaStr 845: How SaaStr Built a $5 million Pipeline Machine with 1.5 Humans and 20 AI Agents with SaaStr's Chief AI Officer and Momentum from Salesforce's VP of GTM Amelia LeRutte, SaaStr's Chief AI Officer (and the person Jason Lemkin calls "the AI Agent Whisperer"), breaks down exactly how she went from managing a 10-person team to running 20 AI agents that generated $4.8M in additional pipeline — and closed half of it. In this episode, Amelia walks Jonathan Kvarfordt, Momentum from Salesforce's VP of GTM through: — Her journey from social media manager to Chief AI Officer, including the three-month deep dive where she locked herself in a room to figure out AI agents — The full breakdown of SaaStr's 20-agent stack, including how they split work between tools like Salesforce AgentForce, Artisan, Qualified, Clay, Momentum, Gamma, and Zapier — A live demo of their multi-agent workflow: how a single form submission triggers a chain of agents that enrich data, build personalized Gamma decks, and draft follow-up emails, automatically — Real results: deal volume doubled, win rate doubled, and $2.4M closed from AI-sourced pipeline in just 8 months — The "90/10 rule" for deciding when to buy an agent vs. build one with vibe coding on Replit — Live demos of Digital Jason (Delphi), Amelia AI (Qualified), and a sponsor portal being vibe-coded in real time Whether you're running a lean startup or scaling a go-to-market team, this is one of the most tactical breakdowns of an AI agent stack you'll find.

    Shift AI Podcast
    The Revolutionary Mindset Transforming Government with Salesforce Global AI GTM Leader Nadia Hansen

    Shift AI Podcast

    Play Episode Listen Later Mar 11, 2026 20:11


    In this episode of the Shift AI Podcast, Nadia Hansen, Global AI Go-To-Market Leader and Industry Advisor for Public Sector at Salesforce, joins host Boaz Ashkenazy for a live conversation recorded at Dreamforce in San Francisco on how AI agents are fundamentally reshaping government services.Nadia shares her unconventional career journey—from serving as the Chief Information Officer for Clark County in Las Vegas overseeing 2.3 million residents and 10,000 employees, to leading public sector go-to-market strategy at Salesforce. From there, the discussion dives deep into how today's government agencies are navigating digital transformation with resilience, experimentation, and a growing openness to AI-driven innovation.The conversation explores how AgentForce and agentic AI are enabling government agencies to deliver seamless digital front doors for residents—automating intake processes, streamlining permit requests, breaking down departmental silos, and providing multilingual access to public services. Nadia explains why voice technology is poised to become the next major interface for government, how co-creating AI use cases with employees drives real adoption, and why the biggest barrier to transformation is mindset, not technology.Boaz and Nadia also examine the growing challenge of shadow AI in government, why bottom-up adoption workshops outperform top-down mandates, and how cities like Kyle, Texas are experimenting with AI in safe, compliant environments. The episode closes with Nadia's powerful two-word vision for the future of work: revolutionary mindset.This episode is essential listening for public sector leaders, civic technologists, and anyone who wants to understand how AI is moving beyond individual productivity gains to transform the way government serves its communities.Chapters[00:00] From Home Depot to the C-Suite: Nadia's Career Journey[04:07] Landing at Salesforce and Repositioning CRM for Government[07:50] First and Worst Jobs: Lessons from Selling Manure[10:22] The Digital Front Door: Seamless Government Services[12:37] Selling to Government: Speak in Outcomes, Not Products[15:03] AgentForce and the Rise of Voice-First Government[17:24] Augmentation Over Replacement: Addressing the Fear of AI[19:47] Bottom-Up Adoption: Co-Creating AI Use Cases with Employees[21:13] Public Safety, Multilingual Access, and the World Cup[23:30] The Future of Work: Revolutionary MindsetConnect with Nadia HansenLinkedIn: https://www.linkedin.com/in/nadiakhansen/Newsletter: Hack to the Future (on LinkedIn)Connect with Boaz AshkenazyLinkedIn: https://www.linkedin.com/in/boazashkenazy/Email: info@shiftai.fm

    The CyberWire
    Signals, scams, and a Salesforce snatch.

    The CyberWire

    Play Episode Listen Later Mar 10, 2026 24:03


    Russian hackers target Signal and WhatsApp. Permit scammers impersonate local officials. Anthropic sues over a Pentagon blacklist. The White House moves to restore fraud victims. ShinyHunters target Salesforce data. Ericsson reports a breach. macOS users face ClickFix malware. AWS credentials are phished. And CISA warns of an exploited Ivanti flaw. Our guest is Brian Baskin, Threat Researcher at Sublime Security, discussing tax season employee impersonation scams. Who fact-checks the fact-checkers?  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 Our guest today is Brian Baskin, Threat Researcher at Sublime Security, discussing how tax season employee impersonation scams are conducted and what to look out for as we prepare our returns. Selected Reading Russia targets Signal and WhatsApp accounts in cyber campaign (AIVD) FBI warns of phishing attacks impersonating US city, county officials (Bleeping Computer) Anthropic sues Trump administration over Pentagon blacklist (CNBC) White House floats Victims Restoration Program for millions affected by cyber fraud (The Record) CybercrimeHundreds of Salesforce Customers Allegedly Targeted in New Data Theft Campaign (SecurityWeek) Ericsson US discloses data breach after service provider hack (Bleeping Computer) Fake CleanMyMac Site Uses ClickFix Trick to Install SHub Stealer on macOS (Hackread) Behind the console: Active phishing campaign targeting AWS console credentials (Datadog Security Labs) CISA: Recently patched Ivanti EPM flaw now actively exploited (Bleeping Computer) AI fake-news detectors may look accurate but fail in real use, study finds (Tech Xplore) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Modern Customer Podcast
    Unifying the Contact Center: Salesforce's Agentic AI Vision for Customer Service

    The Modern Customer Podcast

    Play Episode Listen Later Mar 10, 2026 30:19


    Contact centers have long been built on fragmented systems — CRM for customer data, separate platforms for calls and messaging, and AI layered on top. But that model is starting to change. In this episode of The Modern Customer Podcast, in partnership with Salesforce, Blake Morgan speaks with Gautam Vasudev, SVP of Agentforce Contact Center at Salesforce, about the rise of the agentic contact center — and how companies are beginning to unify AI agents, customer channels, and CRM data on one platform. #ad One key idea: when AI agents and human agents share the same context, customers no longer have to repeat their problem multiple times they're transferred. The conversation explores: Why contact centers have remained fragmented How AI and human agents can work together What shared customer context means for CX leaders This episode is sponsored by Salesforce. Learn more about Agentforce Contact Center.  Blake Morgan was called "The Queen of CX" by Meta. She is a customer experience futurist and author of three books on customer experience. Follow Blake Morgan on LinkedIn For regular updates on customer experience, sign up for her weekly newsletter here. Learn more at www.blakemichellemorgan.com 

    Finance 360 avec Alex Demers
    321 - Mise à Jour de mon Portefeuille: Voici ce que J'ai Acheté (et racheté)

    Finance 360 avec Alex Demers

    Play Episode Listen Later Mar 10, 2026 6:48


    Abonnez-vous à la page Facebook de Traders 360:https://www.facebook.com/firmetraders360Devenez un insider de la firme Traders 360:https://traders360.ca/product/infolettre-analyse-360Ma formation pour les investisseurs autonomes:https://formation-traders360.mykajabi.com/inscriptionInscrivez vous à Wealthsimple avec ce lien pour obtenir 25$:https://wealthsimple.com/invite/SEFIEAAprès 5 semaines d'absence, je fais un récapitulatif des dernières transactions pour mon portefeuille à long terme. Je vous explique pourquoi j'ai profité de la faiblesse du secteur des logiciels pour grossir ma position dans Adobe ainsi que pour devenir actionnaire d'Intuit et de Salesforce. Je termine l'épisode en vous parlant de la remonté de Netflix et de la chute de Paypal.Suivez-moi sur Instagram & TikTokIG: alextraders360TikTok: alexdemers360AVIS LÉGAL: Les propos de l'animateur ne doivent en aucun cas être interprétés comme une recommandation d'achat d'une action sur les marchés boursiers. Alexandre Demers n'est pas un conseiller financier et toutes les informations partagées dans ce balado ne reflète que son opinion personnelle. Consultez un professionnel accrédité auprès de l'AMF pour obtenir des conseils appropriés à votre situation.

    Salesforce for Everyone by Talent Stacker
    060. Tech Freelancing to Reach Financial Independence and Early Retirement

    Salesforce for Everyone by Talent Stacker

    Play Episode Listen Later Mar 9, 2026 68:05


    Many people enter tech accidentally. Few turn it into a deliberate lifestyle strategy. In this episode, Kacie Molina shares how she went from discovering Salesforce through a friend to building a high-earning consulting career, all while aligning her work with financial independence principles. This episode breaks down the most powerful lessons from the conversation. You will walk away with: • The mindset shifts that accelerated her growth • The financial strategy behind her confidence • A practical roadmap you can follow Listening to the episode adds depth and personality. But this guide gives you the strategy. If you want to explore specific parts of the conversation, here are the core segments: Discovering Salesforce and Getting Hooked Timestamp. 1:01:25 – 1:04:37 How Trailhead made learning feel accessible and even fun. Why Salesforce Enables Lifestyle Design Timestamp. 1:09:33 – 1:10:44 The flexibility that allows geographic freedom and career experimentation. The FIRE Mindset and Career Decisions Timestamp. 1:13:42 – 1:16:10 How financial independence thinking changed her risk tolerance. Salary Transparency and Earning Potential Timestamp. 1:16:58 – 1:18:45 Real talk about admin salaries and why surveys can mislead. Rapid Income Growth and Freelancing Timestamp. 1:26:33 – 1:29:59 From early roles to consulting and contracting.

    Go To Market Grit
    How Sierra Outpaced Every AI Startup | Co-founder Bret Taylor

    Go To Market Grit

    Play Episode Listen Later Mar 9, 2026 72:38


    Few founders have seen Silicon Valley from every seat at the table.After co-creating Google Maps at Google, serving as CTO at Facebook, and later as co-CEO of Salesforce, Bret Taylor is now building AI agents at Sierra to redefine customer experience.On Grit, he explains why “competitive intensity” is a core value at their fast-growing company and why he believes AI won't lead to a world where people stop working.Guest: Bret Taylor, co-founder of SierraConnect with Bret XLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.comFollow GritLinkedInX​Learn more about Kleiner Perkins:https://www.kleinerperkins.com/

    Make It Happen Mondays - B2B Sales Talk with John Barrows
    The Biggest Sales Shift Since the Internet with John Barrows and Peter Grant

    Make It Happen Mondays - B2B Sales Talk with John Barrows

    Play Episode Listen Later Mar 9, 2026 59:46


    Artificial Intelligence is transforming sales faster than any technology shift we've seen before. In this episode of Make It Happen Mondays, John Barrows sits down with Peter Grant, CRO of You.com and a four-time unicorn operator who helped scale companies like Salesforce and Siebel.Peter shares his journey from the British military to enterprise software leadership, and how that experience shaped his approach to leadership, hiring, and sales discipline. The conversation dives deep into how AI is changing enterprise sales, go-to-market strategies, and the future of work.They explore why AI literacy is becoming a mandatory skill, how sales organizations are evolving, and why the gap between top performers and average sellers is about to grow dramatically.If you work in sales, leadership, or technology, this episode will challenge the way you think about productivity, hiring, and the role of AI in modern business.What You'll Learn in This Episode• How Peter Grant went from the military to leading revenue at multiple unicorn companies• Why AI is the biggest disruption to sales since the internet• The evolving role of sales professionals in an AI-driven world• Why top performers are becoming even more effective with AI tools• The risks of relying too heavily on AI without critical thinking• How enterprise companies are adopting AI and measuring ROI• The importance of AI literacy for professionals in every industry• Why the future of work will reward curiosity, adaptability, and continuous learningAbout the GuestPeter Grant is the Chief Revenue Officer at You.com, an AI platform helping enterprises deploy generative AI solutions with measurable ROI. He has helped scale several high growth technology companies, including Salesforce and Siebel, and is known for building high-performing revenue teams in emerging technology markets. MIHM Peter GrantKey TakeawaysAI is accelerating the performance gap.Top performers who embrace AI will become dramatically more productive, while those who rely on outdated processes risk falling behind.AI literacy is becoming essential.Understanding how to effectively use AI tools will soon be a core skill across nearly every profession.Sales roles are evolving.The traditional sales process is changing as buyers gain access to more information and automation tools.Curiosity and adaptability matter more than ever.Professionals who continuously learn and experiment with AI will have a significant advantage.Resources MentionedYou.com – https://you.com/businessJohn Barrows Training – https://jbarrows.com

    The Watson Weekly - Your Essential eCommerce Digest
    March 9th, 2026: Shopify Middleware? Stripe Letter, Amazon-OpenAI Deal, & Thoma Bravo

    The Watson Weekly - Your Essential eCommerce Digest

    Play Episode Listen Later Mar 9, 2026 13:40


    The AI shopping revolution is here — but who actually controls it? In this week's Watson Weekly, Rick Watson breaks down four stories reshaping the future of e-commerce.The Watson Weekly is sponsored by Avalara. For more information on Avalara visit - https://www.avalara.watsonweekly.com/

    The Product Market Fit Show
    He made 0 sales for the first 8 months. Now he does $200M+ ARR. | Ryan Anderson, Founder of Filevine

    The Product Market Fit Show

    Play Episode Listen Later Mar 9, 2026 56:43 Transcription Available


    Ryan was a successful lawyer with a massive problem. He couldn't find a task management tool that worked for his firm, so he built one himself. He thought he'd solved the problem, but for 8 agonizing months, he couldn't sell a single subscription.In this episode, Ryan breaks down the gritty reality of bootstrapping Filevine into a $3B legal tech startup doing over $200M in revenue. He shares how a random Instagram ad campaign ended his sales drought, how he fought off a Tiger Global-backed competitor built on Salesforce, and how he's completely rewriting his company's architecture to win the AI legal tech war against the likes of Harvey and Legora.Why You Should ListenHow 8 months of zero sales almost broke him.Why building customizability into your core product is the ultimate defense.How to recruit top engineers when you have zero funding.Why SMBs often have "beer money but champagne tastes."How to pivot from SaaS to AI.Keywordsstartup podcast, startup podcast for founders, legaltech, product market fit, bootstrapping, B2B SaaS, enterprise sales, AI startup, founder story, finding pmf00:00:00 Intro00:07:20 Recruiting an Amazon Engineer with No Funding00:11:52 The First Conference and the "Terrible" MVP00:15:23 The Dark Months: Zero Sales from Cold Calling00:19:28 The GTM that Saved the Company00:27:36 Why In-Person Events Beat Cold Calling00:36:19 Moving Upmarket to Avoid Demanding SMBs00:37:32 Beating a $50M Salesforce-Backed Competitor00:46:45 Rewriting Filevine for the AI EraSend me a message to let me know what you think!

    Pushing The Limits
    Trillions of AI Agents Are Coming — Cern Basher on Why Bitcoin Is the Solution

    Pushing The Limits

    Play Episode Listen Later Mar 6, 2026 67:50


    Episode Title: Tesla's Building A Robot Army — And A $1.5 Trillion Merger | Cern Basher Short Description: Bitcoin isn't money — it's a cyber security technology. And we're going to need it desperately. Cern Basher, CFA, breaks down why AI agents will choose Bitcoin, the Tesla robotaxi economics, the SpaceX–xAI mega-merger, and why Strategy might be the world's largest digital security company. Full Description: How do you constrain trillions of AI agents roaming the internet? Not with passwords and code — AI will hack all of that. You do it with physics. You do it with Bitcoin. In Part 2 of my conversation with Cern Basher — CFA charterholder, CIO of Brilliant Advice, and one of the sharpest analysts at the intersection of AI, Bitcoin, and macroeconomics — we go deep on Jason Lowery's classified Softwar thesis and why the US Department of Defence placed it under security review. Cern explains why Bitcoin is actually a cyber security protocol hiding in plain sight, disguised by the word "coin" in its name — just like gunpowder was disguised as medicine for years before engineers figured out what it really was. We also break down the deflationary tsunami hitting every industry — SaaS companies losing billions in market cap overnight, Salesforce and the consulting industry being hollowed out by AI agents, and why deflation is actually something we should celebrate, not fear. We already lived through it with the iPhone and we loved it. Cern shares his brilliant analogy for why Tesla is massively undervalued — a kid running a lemonade stand who's secretly training to become a surgeon, but Wall Street only sees the lemonade. We get into whether SpaceX and Tesla will merge, the economics of putting AI data centres in space, manufacturing pharmaceuticals in zero gravity, and the incredible opportunity for any individual to own a small fleet of robotaxis and replace their income. For New Zealand, this is a call to action. Be first. Be forward-thinking. Or watch other countries leapfrog us. In this episode we discuss: Bitcoin as a cyber security technology, not just money — and why that's even more valuable Jason Lowery's Softwar thesis — proof of work as digital defence Why AI agents unanimously choose Bitcoin for transactions The gunpowder analogy — Bitcoin's real use case is hiding in plain sight Google's centralised censorship of health and supplement companies OpenClaw and the Pandora's box of billions of AI agents SaaS is cooked — Salesforce, consulting, and legal getting hollowed out Deflation is good — the iPhone proved it and we all benefited The ice cutter disruption story — this is nothing new The K-shaped economy — will abundance lift the bottom 50%? Universal high income and making goods freely available like water Strategy (MicroStrategy) as the world's largest digital security company Tesla undervalued — the lemonade stand to surgeon analogy Will SpaceX and Tesla merge? Pros, cons, and what Cern is hearing AI data centres in space, pharma in zero gravity, and Starship economics Owning your own robotaxi fleet — replacing your income New Zealand's opportunity to leapfrog the world Links mentioned: Cern Basher on X: https://x.com/CernBasher Brilliant Advice: https://www.brilliantadvice.net Jason Lowery's Softwar thesis (MIT): https://dspace.mit.edu/handle/1721.1/153030 Cern's GDP & Dematerialisation post: https://x.com/CernBasher/status/1913993658572984440 Part 1 of this episode: https://youtu.be/eh0hKibH6Zs

    GovCast
    CMS Advances Zero Trust, AI Security in IT Modernization Push | Zscaler Public Sector Summit 2026

    GovCast

    Play Episode Listen Later Mar 6, 2026 9:24


    The Centers for Medicare & Medicaid Services is modernizing its IT infrastructure to improve efficiency, security and access for patients and providers. Since taking the role in May, Wade Zarriello, director of infrastructure and user services, has led efforts to consolidate platforms, optimize shared services and cut costs — exceeding CMS's fiscal year 2025 savings goal by $750 million. Zarriello also discussed how the agency is implementing a zero trust cybersecurity framework and leveraging AI tools to strengthen data protection and operational reliability. He highlighted CMS's use of GSA OneGov agreements with AWS, Oracle and Salesforce to drive cost savings, improve platform consolidation and support hybrid cloud initiatives.

    Squawk on the Street
    SOTS 2nd Hour: Software Rebounds, Salesforce CEO Pushback, & LIVE: Paramount Skydance's David Ellison 3/5/26

    Squawk on the Street

    Play Episode Listen Later Mar 5, 2026 46:23


    Carl Quintanilla, David Faber, and Sara Eisen broke down recent labor data - and what it could portend for a big Jobs report tomorrow - before Citi's U.S. Equity Strategist weighed in, and the team got breaking news on Iran. Software stocks staging a big rebound in the early trade as investors work through AI disruption fears - and the CEO of Salesforce pushes back on the 'SAASpocalypse'... Why he says the technology is a good thing for his company, and workers this hour - along with new comments from OpenAI CEO Sam Altman, live at Morgan Stanley's TMT conference.  Plus: Paramount Skydance Chairman & CEO David Ellison joined the team live from Los Angeles - in his first interview since prevailing in the battle for Warner Brothers Discovery... Hear his take on key hurdles ahead, why they paid top dollar to beat Netflix, and more.  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 Salesforce Admins Podcast
    How Does Agent Script Give Admins More Control?

    The Salesforce Admins Podcast

    Play Episode Listen Later Mar 5, 2026 17:17


    Today on the Salesforce Admins Podcast, we talk to Joshua Birk, Senior Director of Admin Evangelism at Salesforce. Join us as we chat about how to get started with Agent Script and how it helps admins build better AI agents. You should subscribe for the full episode, but here are a few takeaways from our […] The post How Does Agent Script Give Admins More Control? appeared first on Salesforce Admins.

    AI Tool Report Live
    How to Build AI Software That Won't Be Dead in 2 Years | Christian Lund, Templafy

    AI Tool Report Live

    Play Episode Listen Later Mar 5, 2026 58:27


    In this episode, Christian Lund, Co-Founder of Templafy, reveals how the company built an AI-powered instruction and orchestration layer that helps over 800 enterprise customers — including KPMG, IKEA, and BDO — generate millions of compliant, on-brand business documents 100x faster. Christian shares why the real defensibility in AI isn't the model itself, but the mid-layer that tells the model exactly what to do. Christian breaks down how Templafy turns a simple 8-word user prompt into a 30-page AI instruction book, how their orchestration layer ensures consistent, high-quality outputs across millions of documents, and why enterprises that tried to build AI solutions internally ended up coming back to purpose-built tools. He also shares his honest take on whether AI is a force for good, what skills knowledge workers need to survive, and what he's teaching his three kids about working in an AI-first world. Key Topics Covered - How Templafy's AI instruction layer turns 8-word prompts into 30-page agent briefs - Why the orchestration mid-layer between users and AI models is the most defensible position in enterprise tech - How a Big Four accounting firm became Templafy's very first customer - The transition from rules-based automation to AI-first document generation with agents - Why enterprises took surprisingly long to move from AI toys to enterprise-grade tools - How Templafy integrates with Microsoft 365, Salesforce, and Copilot without getting swallowed by the SaaSpocalypse - The only 2 skills knowledge workers need to stay relevant: setting direction and validating output - Why brand and thought leadership are more important than ever for SaaS companies in 2026 - How BDO Canada saved $1.65 million in one year using Templafy's document automation - Christian's investor perspective on VC moonshots vs. real businesses that generate EBITDA **Episode Timestamps** 00:00 - Introduction and what problem Templafy solves 02:01 - The origin story: from consultants with no product to enterprise SaaS 04:18 - Why finance, law, and pharma became the core customer segment 05:41 - How a Big Four firm became the first customer during the cloud transition 09:02 - What makes a company good at adopting new technology 11:00 - How Templafy sits on top of Microsoft 365, Salesforce, and Copilot 11:37 - Surviving the SaaSpocalypse and finding the new world order 17:08 - Growth in the AI era and why enterprise demand took longer than expected 21:16 - Inside the boardroom: where Templafy fits in the AI landscape 23:31 - The recipe vs. cookbook analogy: how instruction books power AI agents 28:38 - How to become defensible when every company has the same AI models 31:58 - Why humans are more important than ever in enterprise sales 35:11 - The only 2 skills left for knowledge workers 35:52 - Educating children in the age of AI 40:01 - Christian's journey from CEO to CPO to CMO to co-founder 41:17 - Why brand and trust are hyper important in 2026 45:11 - B2B vs. B2C: Templafy's enterprise focus and how it compares to Gamma 49:21 - Christian evaluates the podcast's business model as an investor 54:57 - Is AI a force for good? Christian's honest answer 57:32 - Why do you do what you do? Christian's Socials: LinkedIn — https://www.linkedin.com/in/christianlundcph/ Partner Links Book Enterprise Training — https://www.upscaile.com/ Subscribe to our free newsletter — https://www.theaireport.ai/subscribe-theaireport-youtube

    DevOps Diaries
    070 — Paul Calf: From audit fail to DevOps pipeline success!

    DevOps Diaries

    Play Episode Listen Later Mar 5, 2026 37:53


    Jack sits down with Paul Calf (Salesforce Release Manager at Standard Life, and Gearset DevOps Leader for 2026) to talk through a decade-long Salesforce journey that took him from accidental admin to release manager. Paul gets candid about the failed audit that forced his team to get serious about governance, what it looked like to build a compliant release process from scratch, and why cherry-picking components in VS Code nearly broke him (and the team).The conversation goes beyond tooling. Paul opens up about the culture-first approach his team takes to collaboration, from daily standups to blameless post-mortems, and what happens when someone accidentally data loads the wrong file into prod. He also shares his take on evaluating DevOps tools, approval bottlenecks, and how his financial services org is treading carefully, but deliberately, into AI territory.About DevOps Diaries: Salesforce DevOps Advocate Jack McCurdy chats to members of the Salesforce community about their experience in the Salesforce ecosystem. Expect to hear and learn from inspirational stories of personal growth and business success, whilst discovering all the trials, tribulations, and joy that comes with delivering Salesforce for companies of all shapes and sizes. New episodes bi-weekly on YouTube as well as on your preferred podcast platform.Podcast produced and sponsored by Gearset. Learn more about Gearset: https://grst.co/4iCnas2About Gearset: Gearset is the leading Salesforce DevOps platform, with powerful solutions for metadata and CPQ deployments, CI/CD, automated testing, sandbox seeding and backups. It helps Salesforce teams apply DevOps best practices to their development and release process, so they can rapidly and securely deliver higher-quality projects. Get full access to all of Gearset's features for free with a 30-day trial: https://grst.co/4iKysKWChapters:00:00 – Intro & Meet Paul Calf02:00 – The Accidental Admin Origin Story03:44 – The Audit That Changed Everything05:28 – Building a Release Process from Scratch08:00 – From Change Sets to Gearset09:34 – Tackling Approval Bottlenecks12:43 – Breaking Down Silos & Building a Collaborative Culture15:42 – Blameless Culture & Owning Your Mistakes18:55 – Lessons from Building a DevOps Pipeline22:29 – Cherry Picking: A Horror Story25:40 – How to Evaluate DevOps Tooling28:11 – Continuous Improvement as a Mindset30:15 – Approaching AI in a Regulated Industry33:46 – Final Advice for Salesforce & DevOps Teams37:20 – Wrapping Up

    The Sifted Podcast
    SaaSpocalypse: What's next for Europe's SaaS scaleups and investors?

    The Sifted Podcast

    Play Episode Listen Later Mar 5, 2026 17:02


    Last month, the US AI giant Anthropic released a new Claude tool for the legal industry, triggering a sell-off in publicly listed firms like Salesforce and reigniting concerns that AI-native startups could wipe out traditional SaaS giants.So will Europe's VC-backed SaaS giants survive the AI area? And what about the VCs who've heavily backed them?In this episode of the Sifted Podcast, host Amy Lewin is joined by senior reporters Freya Pratty and Anne Sraders to unpack what the rise of AI means for Europe's VC-backed software companies — and the investors who've poured billions into them.Read more here: https://sifted.eu/articles/european-vc-saaspocalypse

    The Official SaaStr Podcast: SaaS | Founders | Investors
    SaaStr 844: The Top 5 Issues Managing Multiple AI Agents in Production with SaaStr's CEO and Chief AI Officer

    The Official SaaStr Podcast: SaaS | Founders | Investors

    Play Episode Listen Later Mar 4, 2026 55:51


    The Top 5 Issues Managing Multiple AI Agents in Production Managing 1-2 AI agents? Easy. Managing 20+? That's a different game entirely. After 9+ months running nearly 30 AI agents in production at SaaStr, we've learned what actually breaks at scale - and nobody's talking about it. This isn't about deployment tips or vendor selection. This is about the brutal realities that only emerge when you're juggling 20+ agents generating $1M+ in revenue.

    Tech for Non-Techies
    293. Why the best products don't always win

    Tech for Non-Techies

    Play Episode Listen Later Mar 4, 2026 15:25


    You can build the best product in the market and still lose to a mediocre competitor. This isn't reverse psychology—it's how markets actually work. In this episode, Sophia Matveeva breaks down why superior products lose to inferior ones, and what you can do about it. You'll learn: Why ecosystem lock-in makes incumbents nearly impossible to beat The "good enough" trap (and why being 20% better isn't enough) How VHS beat Betamax and Salesforce beat better CRMs Why distribution matters more than product quality The unfair advantage question you must answer before you build Whether enterprise sales is even the right game for you to play If you're building a tech product and wondering why traction is harder than you expected, this episode explains what's actually standing in your way—and how to navigate it. Essential listening for non-technical founders targeting enterprise customers. For more career & tech lessons, subscribe to Tech for Non-Techies on: Apple Spotify YouTube Amazon Podcasts Stitcher Pandora TIMESTAMPS 00:00 - Introduction: Why better products lose to mediocre competitors 02:14 - Ecosystem lock-in: The Salesforce and BMW example 04:30 - Why 20% better isn't enough: The switching cost barrier 06:46 - Catalyzing events: When incumbents are vulnerable (Zoom and Slack examples) 08:08 - Strategy 1: Understanding investor perspective on enterprise sales 09:10 - Strategies 2–4: Sales, unfair advantage, and choosing your market 11:28 - Strategy 5: Enterprise timelines and runway reality 12:16 - Create a new category instead of competing directly (HubSpot example) 13:39 - Action steps and closing   FULL TRANSCRIPT: https://www.techfornontechies.co/blog/why-the-best-products-dont-always-win

    OMR Podcast
    1000 Prozent Rendite: Investor Jan Beckers (#885)

    OMR Podcast

    Play Episode Listen Later Mar 4, 2026 72:33 Transcription Available


    Das große Börsen-Update mit BIT Capital-Gründer Jan Beckers hat sich inzwischen zu einer kleinen Tradition im OMR Podcast entwickelt. Dieses Mal blickt er auf ein Ausnahmejahr an den Märkten zurück: Während der Nasdaq stagnierte, lieferte sein Flaggschiff-Fonds 35 Prozent Performance ab. Mit über zwei Milliarden Euro Assets under Management und einer Rendite von rund 1000 Prozent seit Auflage gehört er zur Spitze der Tech-Investoren. Doch für 2026 läutet Jan einen radikalen Strategiewechsel ein. Er erklärt, warum das goldene Zeitalter von Software-Aktien wie Adobe oder Salesforce vorbei ist und er diese sogar aktiv shortet. Stattdessen investiert er massiv in AI-Infrastruktur, Speicherchips und die Energieversorgung hinter dem Boom. Wir sprechen über seinen Weg vom Gründerszene-Chef zum Milliarden-Investor, seine privaten Wetten auf OpenAI und seine Prognose für Bitcoin und Prediction Markets. Doch trotz aller Erfolge warnt Beckers vor einer unsichtbaren Gefahr: Eine spezifische Entwicklung könnte schon in den nächsten drei Jahren eine Katastrophe auslösen, die weit über die Finanzmärkte hinausgeht.

    How We Got There
    How We Got There: David Young, Director of Solution Engineering, Pharma and Key Accounts at Salesforce

    How We Got There

    Play Episode Listen Later Mar 4, 2026 36:29


    Salesforce Solution Engineers are like general contractors, according to David Young, who leads a team of them at Salesforce. They need skills like carpentry and framing and plumbing but also know when to stop and call in an expert. In the Salesforce world this might be knowing when to bring in a service cloud or an Agentforce expert. They need to know enough to see the business challenge and know who to tap for help.I have always advocated that ISVs spend time thinking about SEs, even moreso than AEs, because the math just maths. AEs have shorter tenure at Salesforce than SEs. AEs have more ISVs reaching out to them than SEs. And AEs might have 1 or 5 accounts in the enterprise, but SEs often support multiple AEs which just multiplies the number of accounts that a single session with you could reach. We cover a bunch of topics, but here is a summary:What does an SE at Salesforce do?What type of person is an SE at Salesforce?How does David decide which ISVs to engage with?How do SEs learn about new ISVs?What are some dos and don'ts when ISVs are engaging with SEs? Shoutout to Myroad.io, who is doing a great job of it.What should an ISV know/do before they are “ready” to engage with Salesforce SEs?How do SEs work with SDOs and IDOs to demo Salesforce's tech?Thanks again to David for sharing with the community!And thank you to Sam Yarborough for the intro. If any of you have a Salesforce AE or RVP that might give us the real talk, it'd be great to get their pov. This episode is brought to you by ISVApp. ISVapp the usage analytics platform built specifically for Salesforce ISV and OEM applications.ISVapp is your central toolbox for reducing churn, increasing renewals, uncovering upsell opportunities, and closing more deals. 

    The ERP Advisor
    The ERP Minute Episode 227 - March 3rd, 2026

    The ERP Advisor

    Play Episode Listen Later Mar 4, 2026 3:54


    It was a major week for software with Workday, Salesforce, and OneStream announcing major fourth quarter and fiscal year financial results. Unit4 also announced it is streamlining Unit4 Success4U to simplify engagement for customers optimizing existing solutions or adopting Unit4 ERPx.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

    salesforce workday unit4 onestream
    Shared Lunch
    The winners and losers of an AI revolution

    Shared Lunch

    Play Episode Listen Later Mar 4, 2026 34:17 Transcription Available


    Is the golden age of software over? Andrew Curtayne, tech sector specialist at Milford Asset Management, puts the industry under the microscope. While hardware giants like Nvidia are still projecting heady numbers, software providers like Salesforce are under threat from AI tools that enable anyone to write code. With the central AI chip manufacturer sold out until 2028, what does that mean for the supply chain? Why do the biggest tech companies need to tap debt markets to fund a trillion-dollar construction spree? We discuss the "doomsday" scenario for white-collar jobs being automated, and why the market is currently favouring unglamorous sectors like consumer staples. Plus, the coming energy battle over data centers, $50 billion facilities that can consume as much power as a small city. For more places to follow Shared Lunch—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.

    Amazing Business Radio
    AI's Role in Customer Service Transformation Featuring Megan Glasow

    Amazing Business Radio

    Play Episode Listen Later Mar 3, 2026 24:12


    How the Customer Journey Evolves with AI Integration    Shep interviews Megan Glasow, Vice President of Salesforce at Perficient. She talks about how companies can use AI to enhance the customer experience by blending technology with human touch, updating outdated processes, and measuring value.    This episode of Amazing Business Radio with Shep Hyken answers the following questions and more:    What role does AI play in transforming modern customer service processes?  How can companies effectively balance automation and human interaction?  What are the risks of automating outdated or inefficient business processes?  Why is a proactive approach important in delivering excellent customer experiences?  How can organizations measure the value of new customer experience technologies?  Top Takeaways:    Don't automate what Glasow calls “crap processes.” Before layering in AI and other digital tools, organizations must simplify and improve their existing processes. If a workflow is confusing or inefficient to handle manually, automating it will only spread the frustration to employees and customers more quickly.  Transformation is not just about buying new technology. It means sitting down with your customers to understand where they are and where they want to be. It is partnering with your customers to create the vision, the process, and the outcomes together.  Frontline employees are frequently blamed for poor service. But the real issue is often the outdated infrastructure and processes behind them.  In adopting an AI-first strategy, look across the organization and identify where intelligence, automation, and augmentation can improve efficiency, and customer interactions. Successful companies are not replacing people with AI. They are combining smart, AI-powered systems with capable, empathetic employees.   Customers will choose the simplest path every time, whether that's self-service or talking with a real person. If you make it easy for your customers, they will keep coming back.  Use AI as a tool to become more proactive, not just more efficient. Use it to anticipate what customers might need next, so you're ready with solutions before they even ask. This allows human agents to focus on moments that require empathy, creativity, and understanding.   Align your team, from the leadership to the frontlines, around a clear vision for the customer experience you want to deliver. Decide on the experiences you want to create, then mobilize your people and AI to make that a reality.  Plus, Shep and Megan discuss why organizations need to be "customer zero" for new platforms they want to implement for their customers. Tune in!  Quotes:   "When designing your customer journey, consider what should be handled by AI, what should be handled by humans, and how they should work together to enable your employees to provide a more empathetic customer experience."     About:    Megan Glasow is the Vice President of Salesforce at Perficient. With deep experience in the Salesforce ecosystem, she helps organizations drive AI-first transformation initiatives.    Shep Hyken is a customer service and experience expert, New York Times bestselling author, award-winning keynote speaker, and host of Amazing Business Radio.   Learn more about your ad choices. Visit megaphone.fm/adchoices

    The AI with Maribel Lopez (AI with ML)
    SaaS Isn't Dead — But the "Dead" Narrative Is Leading Enterprise Buyers Astray

    The AI with Maribel Lopez (AI with ML)

    Play Episode Listen Later Mar 3, 2026 12:57


    Episode Summary: The "SaaS is dead" narrative is generating real confusion for enterprise buyers trying to make procurement decisions right now. In this solo episode, Maribel Lopez breaks down the two legitimate arguments driving the disruption narrative — AI coding tools and agentic AI — separates what's real from what's overstated, and gives enterprise technology leaders the two questions that actually matter for evaluating their SaaS stack in an AI-first world.What You'll Learn:Why AI coding tools like Claude Code and Codex are not a SaaS replacement strategy — and what they should be used for insteadWhere agentic AI creates genuine revenue model pressure for SaaS vendors, and which vendors are already respondingThe specific conditions that would have to be true for SaaS to decline significantly — and which are not yet metHow to evaluate your SaaS vendors' agentic AI readiness beyond roadmap promisesWhy the liability and compliance math still heavily favors established SaaS platforms for most enterprise use casesKey Takeaways:Rebuilding mature systems of record with AI coding tools is not a competitive advantage — it's a distraction from building software that reflects your actual differentiationThe per-seat revenue model is under real pressure, but vendors moving on agentic capabilities are finding new revenue: Salesforce is generating $540M ARR from AgentForce; Intercom crossed $200M from its AI-first pivotCommodity SaaS with no data moat or compliance depth faces the hardest disruption; platforms with systems of record have a path forwardThe right test for any SaaS vendor right now: what can they show you working in production — not a roadmap, not a demoCompanies and Examples Referenced:Salesforce / AgentForce: $540M ARR from agentic capabilitiesIntercom: $200M ARR from AI-first product pivotWorkday: Certified connector ecosystem as an example of integration moats that can't be replicated quicklySAP: Proactive procurement optimization as an example of SaaS becoming more valuable, not lessResources:Read the full article: SaaS Isn't Dead. But Its Revenue Model Is Under Pressure — Lopez ResearchReferenced: Cathay Capital on agentic AI and B2B softwareConnect with Maribel on LinkedInSubscribe to AI with Maribel Lopez on your podcast channel of choice — links at lopezresearch.com.SEO Keywords: enterprise AI adoption, SaaS revenue model, agentic AI enterprise, AI agents B2B software, enterprise software evaluation, AI coding tools enterprise, SaaS disruption, enterprise AI strategy

    Cloud Wars Live with Bob Evans
    Salesforce Back to Growth Agenda: CRO Milano Shows How

    Cloud Wars Live with Bob Evans

    Play Episode Listen Later Mar 3, 2026 5:30


    In today's Cloud Wars Minute, I explain how AI is fueling Salesforce's renewed push for innovation and scale. Highlights 00:01 — We've got Salesforce now reporting some very nice numbers for its fiscal Q4 ended January 31. The bigger story behind that, I think, is the company is fully recommitted to growth once again. 01:18 — What Benioff is back to now is to get the company, with the AI Revolution, into a high-growth mode again. Chief Revenue Officer Miguel Milano referred to Q4 as the greatest Q4 ever. 02:49 — Its RPO for Q4, $72 billion. The growth rate of 14% is pretty nice. That is fully contracted business in the future not yet recognized as revenue. So things definitely turned up there. 03:13 — Q4 revenue growth was 12%, better than usual, and not all of this accounted for by the Informatica acquisition. It boosted its long-range growth and said we're going to show how the AI revenue is coming in. 04:59 — At the beginning of the AI revolution, there's so much potential for customers to do things they could never do before. A fully-focused-on-customers Salesforce is going to be great for business, great for customers. Visit Cloud Wars for more.

    SaaS Fuel
    Scaling SaaS in the Early Days—and What Founders Can Learn Today | Drew Sechrist | 367

    SaaS Fuel

    Play Episode Listen Later Mar 3, 2026 53:47


    Drew Sechrist, CEO and co-founder of Connect the Dots, takes us on a journey from being Salesforce's 36th employee to building his own venture addressing one of B2B sales' most persistent challenges: unlocking the hidden power of professional networks. In this conversation, Drew shares inside stories from Salesforce's scrappy early days in 1999, when "SaaS" didn't even exist as a term and the company spent VC money "like drunken sailors" to hire account executives who gave away a beta product for free.The core of the episode focuses on Connect the Dots' mission: making warm introductions scalable and measurable. Drew explains why the traditional sales pillars of inbound and outbound are suffering in the AI era, and why "Go-to-Network" (GTN) represents the critical third pillar that AI can't destroy because it's built on real human relationships. This is essential listening for any SaaS founder struggling with cold outreach fatigue and looking to unlock their most underutilized growth asset: their extended network.Key Takeaways[00:00] Introduction to Drew Sechrist and the power of network-based growth vs. cold outreach[04:00] Drew's early career: implementing client-server CRM tools in the pre-SaaS era (Goldmine, Sales Logics, CD-ROMs)[08:00] The birth of ASP (Application Service Provider) - reading about Salesforce in the Wall Street Journal, 1999[10:00] The cold email that changed everything: reaching out to Mark Benioff and getting hired as employee #36[13:00] Category creation at Salesforce: from ASP to "on-demand" to SaaS to "cloud" - Mark Benioff defining a new market[15:00] The dotcom boom launch: B-52s playing at the launch party, spending VC money freely, hiring AEs to give away free beta product[18:00] The pivot to paid: introducing the $50/user/month model with no contracts - proving people would pay for "a website"[22:00] Scaling through the dotcom bust: losing dotcom customers but winning larger enterprises with smaller budgets[25:00] The golden handcuffs: why it was "never a good time to leave" Salesforce even after 10 years[28:00] The Mexico motorcycle sabbatical: conceiving Kuzo while riding through Baja in 2007-2008[30:00] Kuzo's vision: live Google Street View powered by crowdsourced cameras - a startup that ultimately shut down[32:00] The connection theme: from Kuzo to Connect the Dots - helping people see and leverage their networks[34:00] The core problem: thousands of missed opportunities because you can't see who you really know well enough to leverage[36:00] LinkedIn's limitation: binary connections that don't signal relationship strength (best friend vs. 30-second conference interaction)[39:00] The billion-dollar question: will people actually make introductions? The nuance of asking mom vs. board members vs. customers[42:00] Network inheritance: Drew's biggest career hack was joining Salesforce and inheriting Mark Benioff's network overnight[45:00] Investor selection strategy: you're not just getting money, you're buying a network - be intentional about your cap table[47:00] AI's role in relationship-based sales: surfacing the right relationships at the right time, not replacing human connection[50:00] The third pillar: "Go-to-Network" (GTN) emerges as inbound and outbound suffer from AI saturation[52:00] Real relationships can't be destroyed by AI: when you call your mom, she picks up - that's the power of authentic networks[54:00] Action step for founders: sign up for Connect the Dots (ctd.ai) - free for individuals, paid for companiesTweetable Quotes

    Rethinking EHS: Global Goals. Local Delivery.
    The Intersection of AI and EHS in the Tech Industry

    Rethinking EHS: Global Goals. Local Delivery.

    Play Episode Listen Later Mar 3, 2026 36:58


    Technology is transforming how we live and work, and artificial intelligence is reshaping Environment, Health and Safety (EHS) in profound ways. In this episode, host Angie Dickson, President of the Inogen Alliance and EVP of Antea Group USA, is joined by Charlotte Buffoni, EHS Practice Director at Antea Group UK, Julie Kreger King, Senior Consultant and Technology Segment Leader at Antea Group USA, and Karl Huntzicker, Global VP of Health and Safety at Salesforce. Together they discuss how AI is being integrated into EHS practices, the challenges of trust and accuracy, the impact on the workforce, and the evolving role of EHS professionals in this new era. --------- Guest Quotes “AI is not the end all, be all… it needs to be guided, trained, and managed by humans consistently in order for it to be effective and accurate.” – Karl “Using AI can allow EHS teams to move away from repetitive tasks… freeing them up to focus more on strategic initiatives and stakeholder engagement.” – Charlotte “It's an iterative process. The more time you spend engaging with AI, the more comfortable and effective you become. Every EHS professional needs to start that journey now.” – Julie --------- Time Stamps 01:02 Introducing Guests and Setting the Stage 02:54 How EHS Teams Are Using AI Today 06:09 Practical Applications and Early Wins in Tech 09:40 Regulatory Research and Policy Challenges 15:23 Impacts of AI on the Workforce 20:26 New Skills and Mindsets for EHS Professionals 26:28 Benefits, Risks, and Emerging Industry Practices 30:26 Looking Ahead: The Future of AI in EHS --------- Sponsor copy Rethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety and sustainability services working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit http://www.inogenalliance.com/ to learn more.  --------- Links  Inogenalliance.com/resources Inogenalliance.com/podcast  Angie on LinkedIn: https://www.linkedin.com/in/angeliquedickson/  Charlotte on LinkedIn: https://www.linkedin.com/in/charlotte-buffoni-a42b9629/  Julie on LinkedIn: https://www.linkedin.com/in/julie-kreger-king/  Karl on LinkedIn: https://www.linkedin.com/in/karlhuntzicker/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Salesforce Career Show
    Salesforce Career Makeover: Why AI Resumes Fail the "Blink Test"

    The Salesforce Career Show

    Play Episode Listen Later Mar 3, 2026 60:30 Transcription Available


    Send a textRecruiters spend 5 seconds on your resume. Is yours failing? If you're using AI to "write" your Salesforce story, you're blending in when you need to stand out. In this episode, Josh Matthews performs a live career intervention, moving past the fluff to reveal the "Identity Crisis" killing your chances in 2026.Whether you are a Salesforce Admin, Consultant, or Architect, this episode of The Hiring Edge is a step-by-step tutorial on turning a generic profile into a high-authority asset. Josh is joined by Gabie Caballero and Scott Stafford to diagnose why "straddling the line" between solopreneur and job-seeker is your biggest liability.Key Takeaways for Your Salesforce Career:The AI "Dead Giveaways": Why AI-assisted formatting makes you look like a "dilettante" to hiring managers paying $150k+.The Resume "Blink Test": Tactical fixes for your layout, including the "No-No's" of bolding and why you must center your header.Identity & Focus: Josh's "Ding-a-Ling" wake-up call on perfectionism - why procrastination and perfectionism is fear fueled.The "One Thing" Strategy: Why you must pick one lane (Solopreneur vs. Full-time) to win, and how to handle "conflict of interest" on your LinkedIn.Numbers Over Fluff: How to replace generic bullets with success stories, project values ($10k–$500k), and verifiable statistics.LinkedIn Sync: How to align your profile with your resume to pass "backdoor reference" checks.Stop Procrastinating. Pick a Lane. Get Hired.Follow Along Digitally: Josh performs a live edit of Gabie's resume. To see the exact formatting changes, LinkedIn audit, and a very cute puppy, watch the full program on LinkedIn or https://joshforce.com/YouTube.

    On The Tape
    Violent Rotations Brewing Under The Surface + He Said, She Said Live from Miami

    On The Tape

    Play Episode Listen Later Mar 2, 2026 52:05


    Dan Nathan and Guy Adami cover PPI, upcoming earnings, and this week's jobs report. They focus on mounting stress in the AI infrastructure and financing complex: CoreWeave's post-earnings drop, heavy customer concentration, funding challenges, and Jim Chanos' critique that its GPU-leasing model loses money and shows distress-level liquidity, alongside declines in Apollo, KKR, Blackstone, and banks. They contrast Nvidia's strong quarter and 60% growth outlook with stock stagnation, discuss Broadcom as a key AI barometer, and note ongoing software multiple and margin compression highlighted by volatile moves in Workday and Salesforce. Despite rising VIX swings, falling 10-year yields, and consumer-credit concerns signaled by AmEx, Capital One, Klarna, and Walmart trade-down commentary, the S&P remains near highs; they also discuss crude's rebound amid Middle East tensions and Bitcoin weakness pressuring MicroStrategy. After the break, Jen & Kristen join Dan and Guy live from the iConnections Global Alts conference in Miami to unpack an “AI panic” market day, why higher productivity could mean higher rates, and what private credit hiccups really signal for hedge funds and alts. They also explain how The Wall Street Skinny is turning arcane finance jargon into plain English for everyone from college students to the C‑suite, plus why there are no dumb questions when it comes to bonds, credit, and careers on Wall Street. Timecodes 0:00 - Intro 2:00 - CoreWeave & The Software Slide 17:30 - VIX, SPX & The Consumer 25:00 - Yields & Crude 28:30 - Bitcoin & Broader Market 33:20 - He Said, She Said

    The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
    20VC: Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Will Systems of Record Become Valueless Databases in an Agentic World | Will LLMs Own the Value in the Application Layer with Eran Zinman

    The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

    Play Episode Listen Later Mar 2, 2026 69:55


    Monday has been hit harder than almost any other public SaaS company. With $1.3BN in ARR, the company is valued at just $3.8BN; a more than 60% fall since IPO. Today, Eran Zinman, Monday's CEO joins Harry Stebbings in the hotseat to walkthrough six of the biggest threats to Monday's business; what is real, what is not and what are the unknowns.  AGENDA: 05:47 Six Threats Monday Faces Today  07:04 Threat #1: Vibe Coding: Will Companies Vibe Code Everything 11:24 Threat #2: Will OpenAI and Anthropic Own the Application Layer  13:52 Threat #3: Will Agents Turn Monday and Salesforce into a Database 18:43 Why is Monday Adding 15% Headcount When Everyone is Cutting? 21:40 How Monday is Using AI to be More Efficient 27:49 What Happens to Seat Pricing? What Comes Next? 34:17 What No One Sees About Enterprise AI Adoption 37:13 How Google AI Overview Smashed 10% of our Customer Acquisition 38:49 If Bullish on Monday, Why Has Eran Not Bought More Stock… 40:38 How to Manage Internal Morale When Stock is Down 60% 44:08 Do Private Companies Have Advantages Public Companies Do Not Have 47:28 With $1.5BN in Cash, Why is Eran Not Buying More Companies… 53:30 What is the Most Offensive Bet Eran Would Like to Take? 57:13 Quickfire: Marriage, Biggest Short, Mentors  

    Ultimate Guide to Partnering™
    289 – The End of Attention: Why ‘Business as Usual’ Will Fail in 2026

    Ultimate Guide to Partnering™

    Play Episode Listen Later Mar 2, 2026 42:10


    Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/Check Out UPX:https://theultimatepartner.com/experience/ The Shift from Attention to Trust In this compelling episode, Ashleigh Vogstad, CEO of Transcends, joins Vince Menzione to discuss the tectonic shifts occurring in the global partner ecosystem. Ashleigh shares her firsthand experiences studying AI at Oxford, the rise of the “Trust Economy,” and the controversial Amazon vs. Perplexity lawsuit. They dive deep into the practicalities of becoming a “Frontier Firm,” the importance of building proprietary AI agents, and the ways Gen Z and AI-driven marketplaces are revolutionizing the buyer journey. Whether you are looking to win Microsoft Partner of the Year or navigate the demise of traditional SaaS, this conversation provides a strategic roadmap for leading through the AI revolution. Key Takeaways The economy is shifting from a focus on human attention to a foundation of verified trust. Future commerce will involve “selling to machines” as AI agents begin making purchasing decisions on behalf of humans. Microsoft is prioritizing “Frontier Firms” that integrate AI into every customer interaction and internal process. Gen Z buyers are prioritizing product value and “dupes” over traditional brand names, with 75% of buyers expected to be Gen Z by 2030. To win Partner of the Year, organizations must publicly celebrate “better together” stories with validated customer wins. Modern leaders should transition from a “growth mindset” to a “frontier mindset” to keep pace with rapid technological change. https://youtu.be/xJmd43NvfnI If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Trust Economy, Selling to Machines, Amazon vs Perplexity Lawsuit, Frontier Firm, AI Agents, Copilot Studio, Anthropic Claude, Microsoft Partner of the Year, B2B Marketplaces, Gen Z Buyer Behavior, Digital Freedom, AI Therapy, Ray Kurzweil Singularity, Substack Growth, Co-selling Partnerships, MCI Funding, Azure Accelerate, Agentic AI, Transcending Tech, Ashleigh Vogstad. Transcript Asleigh Vogstad Audio Podcast [00:00:00] Ashleigh Vogstad: The attention economy is about selling to human beings. Now, if you look at something like the Amazon versus Perplexity lawsuit, the whole underlying premise is around the shift of no longer selling to humans directly, but of selling to machines. [00:00:19] Vince Menzione: We just finished Ultimate Partners Winter Retreat here in beautiful Boca to a sold out crowd. Today I’m joined by Ashley Waad. The CEO of transcends for this compelling discussion. Ash, welcome back to the podcasts. [00:00:34] Ashleigh Vogstad: It’s so good to be here, Vince. Thank you. Uh, [00:00:37] Vince Menzione: so well, we’re back in Boca again and we were just here yesterday for the Ultimate Partner Executive Winter Retreat in person. [00:00:44] Vince Menzione: What a great event we had together. [00:00:46] Ashleigh Vogstad: It was phenomenal. Thank you so much for having us there and on stage and, and genuinely the community is like a family, so seeing so many familiar faces and spending some quality time was just great. [00:00:57] Vince Menzione: It has really, truly become like family. It really, I’m, I’m, I’m having so much fun with this and getting to watch. [00:01:04] Vince Menzione: Not just our business grow and our community grow, but to see all of our friends and, uh, organizations like Transcends that have been with us since the beginning, since the very first ultimate partner acting even before the first ultimate partner. And, uh. We were just talking about. I’d love to catch up with what you’ve been doing. [00:01:22] Vince Menzione: Like you just came, you’ve been on a whirlwind. I mean, you’re always, every time like it’s, where’s Ash? She’s, uh, she’s on a plane again, or she’s on, she’s on the slopes. But tell us where you were just this week. [00:01:34] Ashleigh Vogstad: Yeah. The week started in a snowstorm, actually transporting myself from Whistler. I didn’t know if I would make it to the airport, but then down to Silicon Valley and [00:01:45] Vince Menzione: Nice. [00:01:46] Ashleigh Vogstad: Wow, that place is just inspiring and eyeopening. I mean, seeing the Nvidia campus, a MD, it’s really just other worldly and it had me reflecting on, it’s [00:02:00] Vince Menzione: not Whistler. Yeah, it’s [00:02:02] Ashleigh Vogstad: definitely not Whistler. Definitely not Whistler [00:02:05] Vince Menzione: about, [00:02:06] Ashleigh Vogstad: um, yeah, it just had me reflecting on being down there. I used to spend a lot of time in the Valley around 2017 and. [00:02:13] Ashleigh Vogstad: In this theme of AI and kind of what’s really coming, I was, I was thinking about, I had met this woman, Julia Moss Bridge, who’s a neuroscientist studying ai. She had a project called Loving Ai, and I was down there when they had borrowed Sophia, this humanoid robot from S and Robotics. [00:02:32] Vince Menzione: Oh yes. Yes. [00:02:33] Ashleigh Vogstad: Really interesting. [00:02:34] Ashleigh Vogstad: Sophia’s actually a citizen of Saudi. Mm-hmm. First, first robot to actually be made citizen of a country. So they had Sophia set up and the part that was just mind boggling at the time was that Sophia was hosting in real life therapy sessions with actual human beings sitting across the table. And what really struck me as. [00:02:59] Ashleigh Vogstad: Kind of just, you know, that was only eight, nine years ago. And that was esoteric. Wacky and [00:03:05] Vince Menzione: eerie. [00:03:05] Ashleigh Vogstad: Weird. [00:03:05] Vince Menzione: Eerie at the time. [00:03:06] Ashleigh Vogstad: Incredibly eerie. Yeah. I mean, a, a human getting, uh, you know, therapy sessions from a robot sitting across the table. Yeah. And it just had me thinking how far we’ve come today. In 2025, Harvard Business Review said that therapy is actually the number one use case for ai. [00:03:26] Vince Menzione: I’ve heard that. That is striking. I go back to COVID. We were having this conversation last night at at the dinner for the Ultimate Partner event, and I think that COVID allowed us to transcend, [00:03:42] Ashleigh Vogstad: mm-hmm. [00:03:42] Vince Menzione: No pun intended there, but actually accelerate where we are today, that the acceptance of AI and the acceleration, or the ability to accept change so quickly. [00:03:56] Vince Menzione: Started with COVID because we were so, so we were forced on whatever it was, March 10th I think, here in the United States to shut down everything and move to this remote life. [00:04:08] Ashleigh Vogstad: Mm-hmm. [00:04:09] Vince Menzione: And I think we’ve been shocked by that. I think our systems have all been shocked by that. And then here comes chat GBT in November of 2022 and we’re like. [00:04:20] Vince Menzione: Shocked in some respects, but like really everyone has embraced it in such a strong way, and now we’re getting. It’s almost daily update. You know, we’re gonna talk, I know we’re gonna talk about Anthropic and some of the things that’s been happening just in this last month that are striking and changing that have a lot of organizations trying to navigate, which is what, you know, you, you help organizations do. [00:04:43] Vince Menzione: But it feels like this is happening so fast and will continue to happen so fast. And as I said yesterday, I don’t know what this world’s gonna look like by 2030. [00:04:53] Ashleigh Vogstad: You know, and I think the thing is, is that nobody knows what the world is gonna look like in 2030. I’ve been reading Ray Kurz Well’s, the Singularity is nearer, so the original book, the Singularity is near and he’s known to be a very accurate predictionist on the future. [00:05:11] Ashleigh Vogstad: Yeah. But even with someone like that, you know, there, there nobody really knows what the world is gonna look like. And when you talk about COVID. At transcends, we have a value of digital freedom. So I founded the business in 2018, which was pre COVID. I as a fully remote organization, and at the time that was, you know, more groundbreaking, but then very quickly with CI that, that became the so-called new normal. [00:05:37] Ashleigh Vogstad: But we’re always thinking about. You know, remote first doesn’t mean remote only, and I think in this tide of what you’ve talked about, technological change being more acceptable and the pace of change. One of the interesting things that we see as a go-to-market agency is that in-person events are increasing. [00:05:56] Vince Menzione: Yes. [00:05:57] Ashleigh Vogstad: People want and crave the face-to-face. Just like with the ultimate partner series. [00:06:02] Vince Menzione: I felt it. So it was striking yesterday. It, it seems like it’s, again, this was event number nine for us, but to see the, um, uh, receptiveness isn’t the right term, but it was this, uh, people, the, the embracing. Of seeing each other and hugging each other and being in the same room with each other. [00:06:22] Vince Menzione: And even people that didn’t know each other, like by the, the, as the day evolved, this, uh, connection that they all seemed to have with one another during the sessions and participating, everyone actively participated in the sessions. And, um, I said this in the beginning, we’re not a Slack channel and we’re not like some post on LinkedIn. [00:06:43] Vince Menzione: Uh, we’re there, there’s no playbook that’s set today around partnerships or even go to markets and marketing that we could espouse and say, this is the playbook for the next year. Right. It’s, it’s changing so rapidly. [00:06:55] Ashleigh Vogstad: So rapidly, [00:06:57] Vince Menzione: and you’ve embraced it. And I, and what we’re gonna talk about right now, I mean, I, I, you know, you’ve embraced AI in such a strong way. [00:07:04] Vince Menzione: Um, personally and with your business, I want to, I wanna dive in here a little bit. First of all, a couple things For those of those who are listening who don’t know you, I think maybe just a moment about transcends and your role, and then I wanna dive in on how you’re thinking about ai because I know you’re doing some things personally. [00:07:22] Vince Menzione: I want you to share that with, with our listeners and viewers today. [00:07:25] Ashleigh Vogstad: Yeah, great. And I just wanna comment that it was a cool moment yesterday being up on stage with yourself and Mark Monday from ServiceNow and having the audience so engaged and active and Nina Harding from Microsoft stepping up and entering the conversation. [00:07:40] Vince Menzione: So cool. [00:07:41] Ashleigh Vogstad: It just made for such a collaborative experience, which was a cool moment, but yeah. Um, so. I founded this business, transcends a go-to-market agency after being at Microsoft myself. And really our differentiation is deep strategic partnerships with hyperscalers, whether that’s AWS, Google, Microsoft, and you know, that. [00:08:03] Ashleigh Vogstad: It comes with a challenge to be on the leading edge of technology. [00:08:08] Vince Menzione: Yes, [00:08:09] Ashleigh Vogstad: it, it’s really an imperative for our business and we are an AI first firm. Microsoft talks a lot about Frontier Firm, and I’ll take a, a different kind of angle on it. You know, when I think about Frontier. I now think about it as instead of the growth mindset, I now think about a frontier mindset. [00:08:28] Vince Menzione: Frontier mindset. You have to change my principles. [00:08:32] Ashleigh Vogstad: You know, maybe, like you said, the world is changing so rapidly. Yeah, it’s [00:08:36] Vince Menzione: changing rapidly. [00:08:36] Ashleigh Vogstad: And what a frontier mindset means is that as we’re approaching work for our clients, we are thinking about AI innovation in every single customer. Interaction, customer innovation. [00:08:49] Ashleigh Vogstad: So today we’re building AI agents into much of the work that we’re delivering for clients. And as a business owner and leader, I’ve been challenged to also think critically around how I’m choosing to run the company. And right now we’re going through a huge overhaul of where we have data sitting in silos and different applications. [00:09:09] Ashleigh Vogstad: Yep. And getting that into one place with one view so we can start layering on more insight. AI innovation. [00:09:17] Vince Menzione: Yeah. And data’s such an critical part, part of this, as we, we talked about yesterday. But you know, even the, what you said, which is, would, would’ve been striking a year ago to say, we’re an AI first, uh, agency isn’t as striking anymore. [00:09:32] Vince Menzione: Uh, we heard Nina when we were having this conversation on stage yesterday, say that it’s an imperative at Microsoft that the agencies that they choose to work with, the third party vendors that they work with have to be an AI first organization. I have to be a frontier firm, and so I’m a, I am sensitive to the word frontier firm. [00:09:53] Vince Menzione: I understand why Microsoft uses it and I understand the value of what we used to call, you know, customer zero or back in the day we used to say eating your own dog food, but essentially being an organization that has leaned in, in a way, and with ai. Even more so, so important to do it. So tell us, I know you’ve done some things personally as well, but tell, tell us what you’ve done with the organization. [00:10:18] Vince Menzione: Uh, you talked about data and making data available and having, having a true data state as opposed to silos of data, but then you also made some personal investments and sacrifices. I would say. [00:10:30] Ashleigh Vogstad: Yeah. [00:10:30] Vince Menzione: Yeah. In terms of what you’re doing around ai, [00:10:32] Ashleigh Vogstad: so I mean, let’s start on the personal side. I’m the CEO of my organization, and you can read in books or news articles that it is critical for AI transformation to start at the C-suite and specifically in the CEO seat. [00:10:46] Vince Menzione: Yes. [00:10:46] Ashleigh Vogstad: And that really. Landed for me and so I’m personally leading in About two weeks ago, I built an agent, just end-to-end on my own, got into copilot studio. Wow. Got comfortable with the interface. You know, I was clunky moving around in there at first, chose my model. You know, I went with one of the anthropic Claude models for this particular project and built up an agent that can deliver executive communications like. [00:11:14] Ashleigh Vogstad: Thought leadership blogs, uh, LinkedIn posts, but in a particular human being’s voice by ingesting things like their social profiles, their SharePoint sites, where they live and work. And it has been so surprising doing an ab test between just what a chat GBT or a copilot could produce. [00:11:32] Yeah. [00:11:33] Ashleigh Vogstad: In comparison with the authenticity of the voice coming from the agent. [00:11:37] Ashleigh Vogstad: Uh, it was just a really cool experience to roll up the sleeves and get in there. But also I think the, the investment that you’re referring to is, I made a big decision to return to school and uh, got accepted to go to Oxford. [00:11:52] Vince Menzione: Wow. [00:11:52] Ashleigh Vogstad: And I’m studying artificial intelligence there. [00:11:54] Vince Menzione: That is incredible. That is incredible. [00:11:57] Vince Menzione: Oxford, uh, we’ve heard of that school before here in the United States. [00:12:03] Ashleigh Vogstad: You know, it’s been a really great experience. It’s in person, so I’m traveling there about every 60 to 90 days and living on campus. I mean, really, Oxford isn’t. Formally a campus, it’s sort of a, a city and a university all, all ruled into one and the experience has been really powerful. [00:12:21] Ashleigh Vogstad: Yes. One of the things I wanted to get outta the program was a more global perspective, and it’s been fascinating to me that about half the faculty so far, or or professors, guest lecturers that have been coming into the program have been from China or very direct experience working in the Chinese market. [00:12:38] Vince Menzione: That is fascinating. [00:12:39] Ashleigh Vogstad: It’s been a completely different view. Or for example, you know, really digging into some of the legal cases that are driving precedence for how AI is interacting with corporations. [00:12:51] Vince Menzione: Mm. [00:12:51] Ashleigh Vogstad: One of the big ones for me has been looking at Amazon versus p perplexity. This is still a live case that’s happening right now. [00:12:58] Ashleigh Vogstad: And you know, I think it was Forbes magazine that the headline was the End of Commerce for this case because it’s really about. How human beings are being replaced with machines and hearing some of the world’s leading thinkers, leading AI researchers on these topics has just been really expansive. [00:13:19] Vince Menzione: It’s fascinating. [00:13:20] Vince Menzione: I mean, it’s, this started a couple years ago with, uh, Hollywood, in fact. Suing the industry or suing the technology companies with regards to, uh, employment, right? Mm-hmm. About the, the, uh, copyright infringement and what’s gonna happen in the entertainment industry. And I think that was just a one very small example. [00:13:40] Ashleigh Vogstad: You know, voice people think about DeepFakes. Yeah. And they think about video, but actually voice is a big issue. And you look at the, um, you know, the what happened between Scarlett Johansson and her voice in her, and then open AI rolling out a voice that sounded identical. Sounds like her. [00:13:59] Vince Menzione: Yeah. [00:13:59] Ashleigh Vogstad: To Scarlett Johansen and, and where that went. [00:14:01] Ashleigh Vogstad: It’s, it, this is a new ground for, for everybody that we’re going through right now. [00:14:07] Vince Menzione: It is. We can dive and go in so many different directions, but let’s talk about marketing and advertising since that’s kind of. Transcends core, and a lot of the people that watch and listen to us are in the partnership world. [00:14:22] Vince Menzione: They’re leading organizations, they own organizations, the the chief executives or CVPs of organizations. Let’s talk about advertising and where that’s going. [00:14:32] Ashleigh Vogstad: Yeah, great. [00:14:33] Vince Menzione: Yeah, [00:14:33] Ashleigh Vogstad: I mean, uh, I love Marshall McCluen. He’s a Canadian theor, uh, media theorist, and in 1964, he very famously said, the medium is the message. [00:14:43] Ashleigh Vogstad: And what that really means when you peel back the layers is that every type of communication medium has these inherent biases. And I think what we’re experiencing right now is this new medium of artificial intelligence, and I’m really interested in exploring what that means for the media world. So. If I gonna take you back to 1997, there’s this really famous, the Innovator’s Dilemma. [00:15:10] Ashleigh Vogstad: Yes. Kind of a classic business 1 0 1 type book by Clayton Christensen. Yes. And he talks about this theory of disruption where new technologies, emerging technologies start at the low end of the market. They gain this momentum and they eventually displace incumbents. And you know, sometimes seemingly out of nowhere. [00:15:28] Vince Menzione: Yeah. And Microsoft was a good example of this at that time. [00:15:32] Ashleigh Vogstad: Def, [00:15:32] Vince Menzione: yeah. [00:15:33] Ashleigh Vogstad: All the big players. All the big players. I mean, Google go for search as well, right? So that’s one of the classic examples. And so. If we look at storytelling technology, you have things like chat, GBT and Sora entering the scene. And in the beginning, you know, they’re producing a shitty first draft. [00:15:51] Ashleigh Vogstad: Uh, you know, it’s things like post-apocalyptic dogs with five finger human beings. Yeah. Things like this. But, you know, and they really lacked emotional resonance. But as we all know. That’s not the case anymore. No, it’s [00:16:05] Vince Menzione: not. [00:16:06] Ashleigh Vogstad: AI is increasingly producing content that is very powerful and is starting to resonate with people. [00:16:13] Ashleigh Vogstad: You know, I’m definitely not a neuroscientist, but if we, we look into the neuroscience, it’s your cortical sal circuit that. Kind of is responsible for pattern recognition and it compares what you’re seeing in the real world with what you expect to see. So when you take this into a space of advertising, you know, if there’s an ad that is AI generated, that is just weird and kind of. [00:16:38] Ashleigh Vogstad: Tweaking for you. [00:16:39] Vince Menzione: Like that robot we were talking about earlier, [00:16:41] Ashleigh Vogstad: like the robot we were Exactly, yeah. Like Sophia, you enter what psychologists call the uncanny valley, so it’s like what you’re looking at isn’t exactly what you’re expecting to see and the Spidey sense is, is tweaking. You know, that’s a low place of emotional resonance. [00:16:58] Ashleigh Vogstad: This world is changing really, really quickly and we’re seeing AI generated media make huge impacts in the market Now, tools like Luma Dream Machine, I mean, it’s incredible what they can achieve today. [00:17:11] Vince Menzione: It’s fascinating. We see it in, you know, I spend a lot of time on LinkedIn. That’s sort of the world of our business community, and you can very easily detect when someone is doing a post. [00:17:22] Vince Menzione: Or they’re writing an art, whatever they’re doing. Right. Some type of draft of something. Uh, and you can tell when it’s ai, I mean, it’s so easy to tell, and even people are generating reports and claiming that their research papers or studies or whatever they call them, uh, and it’s AI generated and it’s just the authenticity isn’t there. [00:17:39] Vince Menzione: The, the sense that this is real. That it can be trusted is not there. And I think trust is what we’re talking about here too, as well. [00:17:47] Ashleigh Vogstad: Yeah. I mean, let’s go to authenticity ’cause that’s super important. Yeah. And I know a lot of your listeners, you come from the hyperscaler world of partnerships. You need to have that differentiated, better together story. [00:17:59] Ashleigh Vogstad: Yeah. It’s really important to have an authentic voice in market. And I think about that also in terms of platforms and channels. We’re seeing a decrease in certain major social media platforms, and yet Substack spiked 48% in monthly active users last month. [00:18:15] Vince Menzione: That’s [00:18:16] fascinating. [00:18:16] Ashleigh Vogstad: Um, you know, and I think that one of the reasons is it’s viewed as a more authentic channel where you’re getting thought leadership from people that you’re, you know, genuinely interested in hearing their, their points of view. [00:18:28] Ashleigh Vogstad: And I think that’s really an important piece in here. [00:18:31] Vince Menzione: Yeah, you mentioned this yesterday and you had me thinking about it as well because we have used LinkedIn for everything internally, our newsletter, which has been around for six or seven years now. But that Substack is really, and I go to Substack too, to, if I really wanna dig in on a topic. [00:18:47] Ashleigh Vogstad: Mm. [00:18:47] Vince Menzione: And there’s a particular author that I like their point of view, I’ll follow, I’ll follow them on Substack. [00:18:53] Ashleigh Vogstad: Yeah. I mean, and this comes, maybe brings us around to who is the buyer and who is the audience, and who do we need to be thinking about when we’re designing sales and marketing programs. And really we’re, we’re shifting into the place of the Gen Z buyer by 20 30, 70 5% of buyers are gonna be Gen Z. [00:19:12] Ashleigh Vogstad: They’re gonna control 12 trillion in. Spend [00:19:16] Vince Menzione: by 2030. ’cause we, we’ve been, we’ve been saying that the millennial is the new buyer the last three years. I think Jay said it right here at this stage. [00:19:23] Ashleigh Vogstad: Mm. [00:19:24] Vince Menzione: Um, so now it’s Gen Z. [00:19:27] Ashleigh Vogstad: And they’re buying online. Yeah, they’re buying in marketplaces. Yeah. So a stat recently was that roughly half of them made purchases on the social platforms of YouTube, Instagram, or TikTok in the last month. [00:19:39] Ashleigh Vogstad: I mean, that buyer behavior of being inside. Social type application and directly making a purchase. And I think in the B2B world, we need to take lessons from here and start thinking more front and center than we even have been around marketplaces. I mean, part of my reason for being in Silicon Valley this week was to celebrate a $12 million transaction that happened via Marketplace and two years ago that would’ve been a huge deal. [00:20:06] Ashleigh Vogstad: Huge, [00:20:07] Vince Menzione: huge. [00:20:07] Ashleigh Vogstad: And, and it still is a really big deal, but these things are becoming. More and more common experiences. Very much so. We need to be there and in that conversation. [00:20:16] Vince Menzione: So how are you thinking about it? How are you directing your clients to behave or act around it? What are you, what are you doing exactly that we could take to this community perhaps and share with them. [00:20:28] Ashleigh Vogstad: I’ll bring it back to the authenticity piece because you need to have a product that delivers value first and foremost. There is, there is no substitution for that. Yeah, and what I would say is. One of my professors at Oxford, Eric Zow, he has this theory that I’m really digging into and finding very fascinating, which is that for the last several decades we’ve been in the attention economy, and that’s shifting to the trust economy. [00:20:55] Ashleigh Vogstad: Now the attention economy is about selling to human beings. Yeah. It’s about the, the business model is essentially that you need human being eyeballs on lists of recommendation links. Yeah. Whether that’s from Google or from, you know, searching, shopping on Amazon, you get this list of recommendation links and the economic engine that drives that business model is advertising. [00:21:19] Ashleigh Vogstad: Now, if you look at something like the Amazon versus Perplexity lawsuit, the whole underlying premise is around the shift of no longer selling to humans directly, but of selling to machines, or in other words, agents who are making purchases, s on behalf on your behalf. And an agent isn’t going to be razzle dazzled by some inauthentic story. [00:21:44] Vince Menzione: Yeah. [00:21:44] Ashleigh Vogstad: They’re gonna be looking for third party validation on Exactly. You know, they need to be sure that they’re making the right decision. [00:21:51] Vince Menzione: They’re gonna look at surveys, they’re gonna look at customer comments. Like if I went through my Amazon site and I was looking to see what people said about the purchase or the product and specifically Exactly. [00:22:01] Vince Menzione: The agent’s gonna do this on my behalf, is what you’re saying. [00:22:04] Ashleigh Vogstad: This is what I’m saying. Yeah. And, and. I believe that to layer on top of, you know, Eric Z’s philosophy, I’ve been thinking about this in terms of the hyperscaler world, and I think that this is the time to lean into co-selling partnerships. [00:22:18] Ashleigh Vogstad: Yeah, because being third party validated by somebody like AWS Microsoft and having all that co-sell data, what are your recent wins? Yes, that’s really high integrity, trusted data source for an agent to make a purchasing decision, and marketplaces are a key part of that. [00:22:35] Vince Menzione: So we’ll move from AI will take a, a more active role in the marketplace. [00:22:40] Ashleigh Vogstad: I definitely believe so. [00:22:42] Vince Menzione: Which makes total sense. I, you know, we’ve been doing this for nine or 10 years now, and when I was at Microsoft, we started co-selling. In fact, it was, uh, Aaron Feiger was up on stage yesterday talking about it. Right? January of 2016, co-selling began. [00:22:55] Ashleigh Vogstad: Mm. [00:22:56] Vince Menzione: And there were only a few companies doing it. [00:22:59] Vince Menzione: Right. So she worked with one of the very first ones that were doing it. Uh, the challenge we have today is there are tens of thousands of partner organizations in the marketplace that are all trying to get the attention of the Microsoft sellers. Hmm. As, or the Google sellers or the AWS sellers and tell their story. [00:23:19] Vince Menzione: And a seller only has so many minutes in a day, they have a quota that they have to hit. These quotas are tens, if not hundreds of millions of dollars of annual quota of cloud consumption. And I wanna sell my $50,000 widget, whatever it is. Yeah. Right. And I, I don’t understand why I’m not getting a callback. [00:23:38] Vince Menzione: And this, this is the dilemma we’ve faced because of, because of this, uh, scarcity of time and this over overwhelming of tech, you know. Tech, tech buyers trying to make this all happen, so now the AI can come in and help me solve for it as a seller, right? [00:23:55] Ashleigh Vogstad: The AI is definitely acting as an interface to make recommendations to field sellers in different organizations and. [00:24:04] Ashleigh Vogstad: To, to kind of take this on a, a tangent. Dupes. So a dupe. I know people of my generation, we’d think about this like a knockoff Right. You know, a knockoff handbag. [00:24:15] Vince Menzione: Yep. [00:24:15] Ashleigh Vogstad: Dupes have exploded. [00:24:16] Vince Menzione: Fake. Fake Rolexes. [00:24:18] Ashleigh Vogstad: Exactly. The fake Rolex for sure. And I think it was in December, P WC rolled out a survey. 81% of Gen Z were planning to purchase a dupe this holiday season. [00:24:29] Vince Menzione: That’s wild. [00:24:30] Ashleigh Vogstad: Dupes can be, you know, we gave luxury, good examples, but Louis [00:24:34] Vince Menzione: Vuitton and yeah. So, [00:24:35] Ashleigh Vogstad: but furniture, these sorts of things. And the important takeaway here for tech is the same principle will land, is that people are looking for value out of a product, not necessarily a name brand. AI is accelerating this whole process, and agents are gonna be looking at the same thing. [00:24:56] Ashleigh Vogstad: They’re looking for that authenticity in terms of the actual product value. So, you know, beware there’s lots of disruption happening in the market right now with this dupe mentality, which is actually a cultural shift talking about I appreciate value over a superficial. Brand name. In some cases, there’s also a, a small contrary trend where certain luxury goods are rising because yes, things are never that simple. [00:25:22] Vince Menzione: So you work with a lot of these tech companies, a lot of SaaS companies, is we, we call them ISVs, we also call them, uh, software development companies. Now we keep changing these acronyms around. Uh, there’s been a lot of, uh, consternation in that segment, I would say, around ai. Right, because a lot of them are getting told that they’ll be outta business in a few years. [00:25:43] Vince Menzione: Mm-hmm. I think Satya Nadella famously said this last year that SAS will go away. Right? He’s predicting the demise. How do you help some of these organizations to differentiate? And there’s some of these are huge value organizations. We have have them in the room with us, ServiceNow and Veeam and Adobe. [00:26:01] Vince Menzione: Um, how do you help them achieve their results? ’cause that’s what you, you know, your organization is really helping these organizations to achieve their pinnacle as a partner. What do you, what do you say to them now and how do you help them through this time? [00:26:16] Ashleigh Vogstad: I’m on the side of the fence that I really can’t see an organization ripping out something like Salesforce, Adobe, ServiceNow. [00:26:24] Vince Menzione: Agreed. [00:26:24] Ashleigh Vogstad: I mean that the amount of change management and. The extent to which these, these platforms are embedded, actually running and operating organizations. I personally, if, if we’re calling those companies, SaaS companies, I don’t agree that that layer is gonna go away. I mean, we’re seeing these organizations lean into AI in a huge way to borrow Microsofts. [00:26:50] Ashleigh Vogstad: Term, you know, they’re all becoming frontier firms. [00:26:54] Vince Menzione: Yes. [00:26:54] Ashleigh Vogstad: So where I would go to, to answer that question, we do work with many, you know, organizations on that caliber, on things like their marketplace strategy on how to light up the fields of different hyperscalers. It really does come down to things like having a strong drumbeat with the Microsoft field, celebrating your win stories. [00:27:15] Ashleigh Vogstad: Maybe that’s where I’ll land as Please do the marketer, because it sounds so simple, and I don’t know why we kind of continue to come back to this, but we’re talking about that third party validation and really, um, in order to have that, like what the hyperscalers want is you jointly celebrating success. [00:27:36] Ashleigh Vogstad: Here’s the kicker. Publicly. [00:27:38] Vince Menzione: Publicly, [00:27:39] Ashleigh Vogstad: you know, you need a customer story on your website, a press release that contains a quote from your customer. Ideally, also a quote from an executive at one of the hyperscalers. Like, actually lean in to live the value of your better together story. And when you do that, when you, when it comes around to partner of the year time, and we talk to you about, okay, what client stories are we gonna feature? [00:28:03] Ashleigh Vogstad: We’re even gonna know because when we Google you, we can see the public press of the joint wins that you’ve been celebrating. And I can tell you that that is a huge indicator on whether or not you’re well-placed to be in the 4% of partners who actually win Partner of the Year award’s. [00:28:20] Vince Menzione: Fascinating to me. [00:28:21] Vince Menzione: ’cause to me it would feel like table stakes maybe ’cause where we sit is ultimate partner and where this room sits with all the top partners that I just assume that everybody follows that. That, that guidance. [00:28:34] Ashleigh Vogstad: Mm. [00:28:34] Vince Menzione: And so this is really impactful and I want to get here because I know you spent a lot of time here and we’ve talked about it before, but I think the partner of the year awards, when we first met many years ago, that was a you, you’ve expanded the business, but that’s still a core mission and and value that you bring to the community and to the partner ecosystem is helping them through this process. [00:28:55] Vince Menzione: So I know that that’s gonna be coming up soon, so I thought maybe we’d spend a couple moments on that. [00:29:00] Ashleigh Vogstad: Partner of the Year awards, regardless of which partner, I mean, Salesforce has their own awards there. There’s more and more award programs coming out, and they’re a great way to celebrate the incredible work that your organization has done. [00:29:13] Ashleigh Vogstad: Jay McBain is brilliant on this. He’ll talk a lot about the increase in valuation. Yeah. The, the increase in stock valuation or the likelihood that if you’re looking to be acquired, that you’re acquired within 12 months of a partner of the year win it. It’s really impressive. There is strong business value there. [00:29:33] Vince Menzione: He like, he likes, he likes to tell the story of that when the award is handed to them and they go back into the audience, that the private equity people are all over them right then and there and making offers. I mean, that’s the visual that you get [00:29:47] Ashleigh Vogstad: and it’s very powerful. Yeah. Very powerful. It’s very powerful and it, it can make it worthwhile to invest in the process, but don’t invest in the process if you haven’t been investing in the process for the 12 months. [00:29:57] Ashleigh Vogstad: Prior, [00:29:58] Vince Menzione: exactly. [00:29:58] Ashleigh Vogstad: The Microsoft field or you we’re talking about Microsoft Partner of the Year Awards. They need to know about your win that that needs to be top of mind for them. Yeah. How much Azure revenue is it driving? Was it a huge marketplace? Build sales and. You know, one of the questions I get asked a ton, everybody wants to know how do we get money out of the hyperscalers? [00:30:20] Ashleigh Vogstad: How do I get access to marketing development funds or all these different programs? Yeah. You know, at Microsoft, some of these programs are like EI and customer investment funds or Azure Accelerate, you know, and there’s millions and millions and millions of dollars in these, these buckets of funds, but. [00:30:36] Ashleigh Vogstad: An interesting point of view is that it’s actually a scorecard metric for many people at Microsoft who have partnership roles for you to be drawing down those funds. [00:30:45] Vince Menzione: Yes. [00:30:45] Ashleigh Vogstad: You know, your interests are actually aligned here, and so again, when it comes to Partner of the Year awards, how much money have you pulled down? [00:30:54] Ashleigh Vogstad: How much have you been an activating partner of key Microsoft programs that they’re pushing? What are you doing with marketplace rewards? How are you resing? Those into your business. These are the types of things that you really wanna be thinking about. Sitting it. You know, this time of year we probably will get the awards were likely be due in July. [00:31:13] Ashleigh Vogstad: They haven’t officially announced timelines, but you’ve got a few months to start moving these pieces into place. [00:31:18] Vince Menzione: And there are quite a few of them. And to your point, Nina, when she was up on stage here yesterday, there were at least 10 or 12 award. Uh. Funding categories that were on her, that were on her slide. [00:31:31] Vince Menzione: Her partner, her partner slide. So, [00:31:33] Ashleigh Vogstad: and what great looks like for a partner is that you understand your end-to-end funnel as it is mapped to Microsoft’s SEM model, the Microsoft customer Engagement model. Mm-hmm. The first stage there, inspire and design. That’s really the marketing space of lead generation. [00:31:50] Ashleigh Vogstad: So how are you generating leads with webinars, in-person, event activations, digital campaigns, and then at the very end, in the fifth column, you have the Microsoft outcomes that you’re driving. Yes. Whether that’s Azure consumed revenue, marketplace build sales, co-pilot, monthly active usage, these sorts of things. [00:32:10] Ashleigh Vogstad: And in each of those SEM swim lanes. There’s Microsoft funding associated to it. And that’s one of the things that Nina Harding was showing yesterday. When and where does it make sense to make requests for EA funds versus Azure accelerate the MCI funding? There’s different workshop proof of concept funding, and those all fall at specific stages in that EM model. [00:32:33] Vince Menzione: And what you’re also pointing out in this conversation is that the co the partners need to understand that mm, they need to understand MM. We talked about it years ago. I’ve had, haven’t had anybody on stage recently talk about m You could probably take us through that if we wanted to devote some time here, uh, and then understand all of those categories and how to access those funds. [00:32:52] Ashleigh Vogstad: Yeah, it’s critical and. The number one place we point partners, if you want a quick overview of what that looks like is to Microsoft’s FY 26 solution playbooks. Nice. They’re available on the web for download. There’s, well, there used to be three, but they’ve added a few agen being, being one. So, so there’s a handful of, they had [00:33:11] Vince Menzione: simplified it, now they’re, now they’re expanding it back again. [00:33:14] Ashleigh Vogstad: Yeah, exactly. I think there’s now a breakout for security as well. Yes. So take a look at those playbooks. It will map programs and incentives very specifically to each solution area and to each sales play that are gonna be available to you. And then we’re always happy to guide people through the details [00:33:32] Vince Menzione: as well. [00:33:32] Vince Menzione: I love that. I love that. And reach out to the. Ashley is just amazing at this process. I’ve, I’ve watched her for years now, work with some of the top, what have become the pinnacle partners of Microsoft and with the award season coming up. So we wanna make sure we have a plug there. But I also wanna talk about like, podcasts with you. [00:33:50] Vince Menzione: Um, you’ve been on this podcast multiple times, been in the studio before doing this, and I understand you have your own podcast now. So tell us about that. [00:33:58] Ashleigh Vogstad: Yeah, Vince, I just wanna say. As a friend and a mentor. You’ve been so inspiring. Thank you. And I think from years ago when we met, there was this seed in my brain of, you know, I, I should really get out there. [00:34:13] Ashleigh Vogstad: And you talk a lot about growth mindset and fear setting is, is one of Tim Ferriss’s terms? Yes. And models. [00:34:21] Vince Menzione: I love Tim Ferris. I’ve been, been a fan of his for 10 years now. So that’s settled. We all got started with this. Sorry. Sorry, I [00:34:26] Ashleigh Vogstad: interrupt. No, no, not at all. [00:34:27] Vince Menzione: Yeah. [00:34:28] Ashleigh Vogstad: And. I think it’s just been, it’s been back there. [00:34:31] Ashleigh Vogstad: Yeah. That I’m really passionate around having voice is how I think about it. And as a marketing agency, we’re really amplifying the voice, um, or helping companies to find their voice, particularly in hyperscaler partnerships. And what better way to assist, you know, authentically the amazing people in our network, in our community and our clients than with our own channel where we can celebrate their stories and success? [00:35:00] Vince Menzione: Very cool. [00:35:01] Ashleigh Vogstad: So the podcast is called Transcending Tech. It’s about [00:35:06] Vince Menzione: very cool transcending tech. Just so you don’t [00:35:08] Ashleigh Vogstad: transcending tech. [00:35:08] Vince Menzione: It’s out there now. [00:35:10] Ashleigh Vogstad: It, we just released our first episode. Okay. I think two days ago. [00:35:13] Vince Menzione: So by the time we’re live, yes. We’ll, we’ll be able to access it. Good. [00:35:17] Ashleigh Vogstad: You will be able to access it. [00:35:18] Ashleigh Vogstad: The first episode is with Alyssa Fit. Patrick from Elastic. [00:35:21] Vince Menzione: Oh my goodness. [00:35:22] Ashleigh Vogstad: And the concept of the podcast, it’s long form and it’s really about getting to the people behind the platforms. [00:35:29] Vince Menzione: Very cool. [00:35:29] Ashleigh Vogstad: And to the stories that transcend technology. So we’re here to get to know the human beings behind. Agents. [00:35:38] Vince Menzione: Yeah. [00:35:38] Ashleigh Vogstad: And taking the time to, to go in deep and really explore that. [00:35:43] Vince Menzione: So I am excited to see all the developments here with the, with the podcast. And you’re gonna be joining us again. You were just here, you in Boca. But you’ll be joining us again in Bellevue. Not too far a little bit. Closer ride or travel, uh, for you to come to Bellevue. [00:35:57] Vince Menzione: We’re gonna be hosting the first ultimate partner live, which is our larger events in this beautiful facility, this new Intercontinental hotel, which is fabulous. And, uh, you’re gonna be taking a more active role. Your leadership around AI is. Palpable and we’re gonna love to have you on stage and talking through some of the changes. [00:36:17] Vince Menzione: I, I suspect by the time we get to Bellevue we’ll have a lot more to talk about. That hasn’t even happened yet. [00:36:23] Ashleigh Vogstad: Yeah, I’m really excited. I’ll have been through my next cohort at at Oxford, kind of coming out hot from there back to the Pacific Northwest, and really excited to just share the learnings and Awesome. [00:36:35] Ashleigh Vogstad: Genuinely. It’s also helping me in my own research, really formulate particularly around the role of ag agentic AI in hyperscaler partnerships. [00:36:43] Vince Menzione: That’s so cool. And then what I’ll say is this, and I don’t know, we on the space perspective, and I’ll, the team will probably hang me for this because we haven’t done it yet, but if you wanna bring the podcast along with you, there might be, we’ll see if we can find an extra room for you to set up. [00:36:58] Vince Menzione: If you wanna do some interviews while you’re. In, at the event. So [00:37:02] Ashleigh Vogstad: you’re so generous, Vince. [00:37:03] Vince Menzione: That’s [00:37:04] Ashleigh Vogstad: amazing. [00:37:04] Vince Menzione: Thank you. Again, I can’t say for certainty yet, but, uh, let’s see, let’s see what happens with that. So, uh, let, let’s, uh, you know, I always, we, we have known each other for years and I just assume everybody knows this amazing Ashley sda. [00:37:19] Vince Menzione: But, um, we always, I like to ask this question because it helps us kind of dig in a little bit about you personally. And it’s my favorite question. I ask all my guests this question now, and it’s, um, you’re hosting a dinner party, Ashley, you are, pick a pace, place, you wanna have this dinner. We could talk about parts of the world. [00:37:36] Vince Menzione: You’ve traveled all extensively. Uh, and you can invite any three people, guests from the present. Or the past to this amazing dinner party you’re throwing. Whom would you invite and why? [00:37:52] Ashleigh Vogstad: It’s a beautiful question, Vince and. Instantly I go to a place in terms of the location, since you asked that part, which was surprising. [00:38:01] Ashleigh Vogstad: I, I like that is my home. I, I love where I live up in Whistler, Canada and [00:38:08] Vince Menzione: I hear it’s beautiful. I haven’t been yet, [00:38:10] Ashleigh Vogstad: it’s so gorgeous and it’s, it’s my own sanctuary. You know, I live on a plane 75% of the time and coming back to that place is really grounding for me. Yes. So, so I would love to have it at, at my home and to invite. [00:38:24] Ashleigh Vogstad: Pippa Malrin would be one. She, Pippa [00:38:26] Vince Menzione: Malrin. [00:38:27] Ashleigh Vogstad: Yeah. She’s sure. I get an advisor to the White House for many administrations. Okay. She’s an economist and she just has really interesting perspective on geopolitics. Uh, I follow her on Substack ’cause she’s a big substack. Okay, now [00:38:41] Vince Menzione: I need to look. This is awesome. [00:38:42] Vince Menzione: The [00:38:43] Ashleigh Vogstad: mal, she’s fantastic. I would say Dr. Lisa Sue, the CEO, Dr. Lisa of a md. [00:38:49] Vince Menzione: Okay. Yes, yes. I know a little bit about her. [00:38:51] Ashleigh Vogstad: So she was one of Time Mag, I think she was the only woman in Time Magazine’s, group of people of the year, which was basically this AI cohort in including, you know, the Elon Musks of the world. [00:39:03] Ashleigh Vogstad: Uh, it’s just so impressive what she’s doing with leadership in a MD. I don’t think it’s as public as. Anybody else who is on the cover of that magazine, but it’s incredibly powerful. [00:39:14] Vince Menzione: Yeah, they’ve made a com uh, turnaround’s probably not the right word, but it seems like they’ve made a tremendous, uh, gains turnaround probably in the last few years. [00:39:23] Ashleigh Vogstad: I would say that many would say turnaround. And then lastly is Dr. Fefe Lee, who. For those in the AI space, particularly AI research space. I mean, she’s arguably number one. Um, she’s leading at Stanford currently. [00:39:37] Vince Menzione: Wow. This is gonna be a heady conversation, but you know, I love conversations. So if you don’t mind, maybe I’ll bring dessert and come, come in for a few moments, maybe do some podcast interviews there. [00:39:48] Vince Menzione: How’s that? [00:39:49] Ashleigh Vogstad: That sounds absolutely perfect, Vince, [00:39:50] Vince Menzione: so, so good. So good to have you here today. So great. Good to have you in the studio again, and, uh, excited for transcends and all the great work you’re doing. Um. This time with ai. I think you, uh, we talked about this a little bit last night. I think you’ve made some really wise, personal and professional decisions about how to lead and how to take this forward and not kind of rest on your laurels, which you see so many organizations do People fear change [00:40:17] Ashleigh Vogstad: Hmm. [00:40:18] Vince Menzione: And you embrace it, which is just, it’s astounding to me that you do that and, um. I look forward to working with you in the future and for years and years to come. So I will ask you one more question though, because we are still at the precipice of these tectonic shifts and we’re still early in 2026. And so for our listeners and our viewers today, what would be the one thing you would tell them that they need to go do now that possibly they haven’t done yet as they prepare for 2026 and beyond? [00:40:52] Ashleigh Vogstad: The generic phrase would be, be curious, but if we want an action, it would be go build an agent. [00:40:59] Vince Menzione: Go build an agent [00:41:00] Ashleigh Vogstad: if, if you haven’t already. Yeah. And, and I’m, yeah. Speaking hopefully to like a business audience, you know, to, to anyone. Yeah. Really, um, find something that is interesting that you’re passionate about. [00:41:12] Ashleigh Vogstad: A, a use case that it doesn’t have to be some big thing. It could be quite mundane, but just something that’s gonna help you in your role. It’s, you know, what is creativity is an interesting question, and I can tell you that sitting down and hands-on keys and actually creating something is, is a beautiful, powerful experience. [00:41:32] Vince Menzione: Yeah. Awesome. All right. We’re all gonna go create agents this weekend, so thank you for listening. Thank you for viewing the Ultimate Guide to partnering on our YouTube channel, ultimate Partner, and on each end of your platforms at the Ultimate Guide to partnering. Thank you for being with us and supporting us all these years. [00:41:50] Vince Menzione: Thank you. Don’t forget, ultimate Partner Live is coming soon, May 11th through the 13th in beautiful Bellevue, Washington. I hope to see you there.

    PreSales Podcast by PreSales Collective
    Building a Demo Engineering Team with Micah Joel - Part 1

    PreSales Podcast by PreSales Collective

    Play Episode Listen Later Mar 2, 2026 29:49


    In this episode, Jack Cochran and Matthew James sit down with Micah Joel, GTM leader and demo engineering pioneer, to explore what it means to build a dedicated demo engineering function from scratch. Micah shares his journey from theater kid to SE to leading Salesforce's legendary Q Branch, and unpacks why demo engineering might be the most underutilized lever in presales today. They cover the difference between deal-focused and infrastructure-focused demo engineers, how to structure the team, why blended teams fail, and how a mature demo engineering org can swim upstream into product strategy to reduce time-to-revenue. This is part one of two. Part two will focus on measuring and proving the value of a demo engineering team. Follow Us Connect with Jack Cochran: https://www.linkedin.com/in/jackcochran/ Connect with Matthew James: https://www.linkedin.com/in/matthewyoungjames/ Connect with Micah Joel: https://www.linkedin.com/in/micahjoel/  Links and Resources Mentioned Join Presales Collective Slack: https://www.presalescollective.com/slack SoulCon 2026 (Chicago, August 2026): https://www.presalescollective.com/solcon-2026  Presales Collective Podcast: https://www.presalescollective.com/podcast Key Topics Covered Micah's Background: From Theater to SE to Demo Engineering What Is Demo Engineering and How Is It Different from Being an SE? When Does an Organization Need a Demo Engineering Team? The Two Sides of Demo Engineering: Deal Support vs. Infrastructure/Scale How to Hire and Structure the Team Demo Engineering as a Talent Pipeline and Retention Strategy Swimming Upstream: Demo Engineering's Role in Go-to-Market Strategy Common Mistakes and How to Avoid Them Timestamps 00:00 Welcome 02:48 Intro Micah Joel 05:42 Demo engineering definition 08:33 When do you need a DE team? 11:13 Deal side vs. infrastructure/scale side 15:48 Demo engineering as SE retention 23:55 Swimming upstream 27:11 Final advice

    Disintegrator
    The Teachings of Salesforce Child

    Disintegrator

    Play Episode Listen Later Mar 2, 2026 44:16


    Salesforce Child is our favorite artist.More here and on her instagram @salesforcechild.We're on TOUR see us:NY Sat 3/7: https://luma.com/k3ffx3zeYALE Sun 3/8: https://exocapitalismthedatacentr.rsvpify.comMIT Mon 3/9: https://docs.google.com/forms/d/e/1FAIpQLSf4Jh4UAS4ZehWgZWHhlEWyMZNBvzcML-vWdBHOkcxHaA9Bhw/viewform?usp=header

    Millennial Investing - The Investor’s Podcast Network
    TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O'Malley & Daniel Mahncke

    Millennial Investing - The Investor’s Podcast Network

    Play Episode Listen Later Mar 1, 2026 82:51


    Shawn O'Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it's always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and is now growing internationally, Shawn finds Lyft most interesting as a potential acquisition target for a company like DoorDash, Amazon, or Alphabet. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:02:18 - Why Lyft could be such an interesting acquisition target 00:11:58 - How the company has actually managed to regain market share versus Uber 00:13:36 - What Lyft did to achieve operating profitability for the first time this year 00:24:24 - How Zimbabwe became the inspiration for Lyft 00:31:30 - How Lyft's co-founders used viral marketing to gain traction 00:32:05 - Why scrappiness is in Lyft's DNA 00:33:14 - Why Lyft made sure to IPO before Uber 01:16:05 - How to think about modeling LYFT's intrinsic value 01:19:00 - Whether Shawn and Daniel add LYFT to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to ⁠⁠⁠⁠⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track ⁠⁠The Intrinsic Value Portfolio⁠⁠. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Acquired podcast's coverage of the Lyft IPO. Lyft's CEO on the shift to robotaxis. Value Investor's Club pitch for Lyft. Lyft's S1 filing. Check out our previous Intrinsic Value breakdowns: ⁠⁠Transdigm⁠⁠, ⁠⁠Salesforce⁠⁠, ⁠⁠Berkshire Hathaway⁠⁠, ⁠⁠FICO⁠⁠, ⁠⁠PayPal,⁠⁠ ⁠⁠Uber⁠⁠, ⁠⁠Nike⁠⁠, ⁠⁠Amazon⁠⁠, ⁠⁠Airbnb⁠⁠, ⁠⁠Alphabet⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

    Broken Pie Chart
    PE Contraction | Salesforce vs Exxon | Nvidia is Cheap? | Volatility Skew | PPI Beats

    Broken Pie Chart

    Play Episode Listen Later Mar 1, 2026 54:36


    Derek Moore is joined by Shane Skinner to explain how the market just got cheaper on a forward valuation standpoint. Plus, how Nvidia EPS estimates reached a new all-time high while the stock trends sideways. Later, comparing Salesforce and Exxon, where they look at a multiple expansion vs a multiple contraction. Finally, they delve into an increase in the near-term volatility skew, and the hot PPI numbers.   What is volatility skew Salesforce vs Exxon Nvidia goes sideways even though earnings and sales estimates reach new highs What does it me when stocks forward multiples contract (rerate) Getting into the PPI release   Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com

    Hawk Droppings
    The Pentagon and the Use of Artificial Intelligence Against US Citizens

    Hawk Droppings

    Play Episode Listen Later Feb 28, 2026 23:38


    Hawk breaks down the rapidly escalating conflict between the Pentagon and Anthropic, the AI company behind the Claude model, after Secretary of Defense Pete Hegseth demanded that Anthropic remove two core safety restrictions from its terms of service. Those restrictions prohibit using Claude for mass surveillance of American citizens and for programming weapons to fire without human intervention. Hegseth labeled these protections "woke" and threatened to terminate Anthropic's $200 million Defense Department contract and blacklist the company as a danger to all defense supply chains unless Anthropic CEO Dario Amodei agreed to his demands. Amodei said no. Meanwhile, Elon Musk's Grok chatbot, which previously generated child sexual imagery and declared itself "Mecca Hitler," has been cleared for use in classified Pentagon settings. Sam Altman of OpenAI is now positioning his company to step into the gap, exploring whether ChatGPT models can meet Pentagon requirements while maintaining safety guardrails. Hawk also covers the broader AI reality check happening in corporate America. Mark Benioff of Salesforce laid off 4,000 employees to replace them with AI and now says he regrets it. Jack Dorsey just cut 50% of Square's workforce for the same reason. Studies suggest 95% of deployed AI agents in corporate settings are ineffective. And Sam Altman reportedly believes there is a 1 in 5 chance that artificial intelligence destroys humanity entirely. The people designing these systems do not fully understand what they will do. The only thing standing between Pete Hegseth and AI-powered mass surveillance of Americans is one CEO with a conscience. SUPPORT & CONNECT WITH HAWK- Support on Patreon: https://www.patreon.com/mdg650hawk - Hawk's Merch Store: https://hawkmerchstore.com - Connect on TikTok: https://www.tiktok.com/@mdg650hawk7thacct - Connect on TikTok: https://www.tiktok.com/@hawkeyewhackamole - Connect on BlueSky: https://bsky.app/profile/mdg650hawk.bsky.social - Connect on Substack: https://mdg650hawk.substack.com - Connect on Facebook: https://www.facebook.com/hawkpodcasts - Connect on Instagram: https://www.instagram.com/mdg650hawk - Connect on Twitch: https://www.twitch.tv/mdg650hawk ALL HAWK PODCASTS INFO- Additional Content Available Here: https://www.hawkpodcasts.comhttps://www.youtube.com/@hawkpodcasts- Listen to Hawk Podcasts On Your Favorite Platform:Spotify: https://spoti.fi/3RWeJfyApple Podcasts: https://apple.co/422GDuLYouTube: https://youtube.com/@hawkpodcastsiHeartRadio: https://ihr.fm/47vVBdPPandora: https://bit.ly/48COaTB

    The FOX News Rundown
    Business Rundown: Hardware vs. Software, Anthropic, And The Future Of AI

    The FOX News Rundown

    Play Episode Listen Later Feb 27, 2026 20:56


    On Wall Street, it's a showdown between hardware and software: As the rise of AI proves once again this week, it will continue to reshape the future of our economy. February was a volatile month, driven largely by growing investor anxiety about the long-term impact of artificial intelligence. Software stocks are currently experiencing a significant sell-off, driven by fears that AI tools from companies like Anthropic will disrupt traditional "Software-as-a-Service" (SaaS) business models for major players such as Microsoft, Adobe, and Salesforce. Lou Basenese—Executive Vice President of Market Strategy at Prairie Operating Company and a FOX News Contributor—joins FOX Business Network host Taylor Riggs to discuss how AI disrupted the markets this month, the standoff between Anthropic and the Pentagon, and the latest economic data regarding mortgage rates and inflation. Plus, Lou and Taylor discuss a surprising new trend: companies marketing makeup to... six-year-olds. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Inside Scoop
    What did we learn from NVIDIA and Software this Week?

    Inside Scoop

    Play Episode Listen Later Feb 27, 2026 27:51 Transcription Available


    AI vs SaaS: Seat + Consumption Can CoexistSalesforce, Workday, Nvidia, Zoom, Block | Around the DeskThis week on Around the Desk, Sean Emory breaks down a pivotal week for AI and enterprise software.Are seat-based models being replaced?Or is AI expanding the value of platforms?Using earnings and data from Salesforce, Workday, Nvidia, Zoom, and Block, Sean argues AI is enhancing durable platforms, not eliminating them. The winners are likely multi-product ecosystems with compliance depth, proprietary data, and embedded workflows. Not point solutions.00:00 Welcome and Disclaimer00:43 AI vs SaaS Big Week02:13 Platforms vs Point Solutions03:46 Salesforce Seats + Agents07:06 Jobs Data10:08 Buybacks + Workday12:07 Inflation + Breadth14:17 Nvidia + Valuations17:26 AI Adoption + Limits19:03 Capitulation Setup22:08 Portfolio Updates26:19 ClosingDisclaimerThis content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. The views expressed are as of the recording date and may change. The host and affiliated entities may hold positions in the companies discussed. Investing involves risk, including potential loss of principal. Always conduct your own research and consult a licensed financial advisor before making investment decisions.© 2026 Avory & Co. All rights reserved.

    Machine Learning Guide
    MLA 030 AI Job Displacement & ML Careers

    Machine Learning Guide

    Play Episode Listen Later Feb 26, 2026 42:17


    ML engineering demand remains high with a 3.2 to 1 job-to-candidate ratio, but entry-level hiring is collapsing as AI automates routine programming and data tasks. Career longevity requires shifting from model training to production operations, deep domain expertise, and mastering AI-augmented workflows before standard implementation becomes a commodity. Links Notes and resources at ocdevel.com/mlg/mla-30 Try a walking desk - stay healthy & sharp while you learn & code Generate a podcast - use my voice to listen to any AI generated content you want Market Data and Displacement ML engineering demand rose 89% in early 2025. Median salary is $187,500, with senior roles reaching $550,000. There are 3.2 open jobs for every qualified candidate. AI-exposed roles for workers aged 22 to 25 declined 13 to 16%, while workers over 30 saw 6 to 12% growth. Professional service job openings dropped 20% year-over-year by January 2025. Microsoft cut 15,000 roles, targeting software engineers, and 30% of its code is now AI-generated. Salesforce reduced support headcount from 9,000 to 5,000 after AI handled 30 to 50% of its workload. Sector Comparisons Creative: Chinese illustrator jobs fell 70% in one year. AI increased output from 1 to 40 scenes per day, crashing commission rates by 90%. Trades: US construction lacks 1.7 million workers. Licensing takes 5 years, and the career fatality risk is 1 in 200. High suicide rates (56 per 100,000) and emerging robotics like the $5,900 Unitree R1 indicate a 10 to 15 year window before automation. Orchestration: Prompt engineering roles paying $375,000 became nearly obsolete in 24 months. Claude Code solves 72% of GitHub issues in under eight minutes. Technical Specialization Priorities Model Ops: Move from training to deployment using vLLM or TensorRT. Set up drift detection and monitoring via MLflow or Weights & Biases. Evaluation: Use DeepEval or RAGAS to test for hallucinations, PII leaks, and adversarial robustness. Agentic Workflows: Build multi-step systems with LangGraph or CrewAI. Include human-in-the-loop checkpoints and observability. Optimization: Focus on quantization and distillation for on-device, air-gapped deployment. Domain Expertise: 57.7% of ML postings prefer specialists in healthcare, finance, or climate over generalists. Industry Perspectives Accelerationists (Amodei, Altman): Predict major disruption within 1 to 5 years. Skeptics (LeCun, Marcus): Argue LLMs lack causal reasoning, extending the adoption timeline to 10 to 15 years. Pragmatists (Andrew Ng): Argue that as code gets cheap, the bottleneck shifts from implementation to specification.

    30 Minutes to President's Club | No-Nonsense Sales
    #551 - How to Ramp Sales Reps to President's Club Faster | Marcus Chan

    30 Minutes to President's Club | No-Nonsense Sales

    Play Episode Listen Later Feb 26, 2026 40:10


    In this sales leadership masterclass, Marcus Chan breaks down a week-by-week ramp plan, real-play coaching system, and time management framework that turns new hires into consistent revenue producers fast.

    Squawk on the Street
    Tech Earnings Reaction: A Wild Ride for Nvidia and Salesforce 2/26/26

    Squawk on the Street

    Play Episode Listen Later Feb 26, 2026 42:32


    Carl Quintanilla, Jim Cramer and David Faber delved into Nvidia's blowout quarter and upbeat guidance fueled by the AI boom — plus why the stock swung into negative territory at the opening bell. It was a different story for Salesforce, which posted better-than-expected Q4 results and erased its pre-market losses at the open. The CEOs of both companies spoke to CNBC: Nvidia's Jensen Huang on what the market got "wrong" — and Salesforce's Marc Benioff on the "SaaS-pocalypse" that has sent shares of the company and its software rivals tumbling. Also in focus: Snowflake heats up, the earnings chapter in the battle for Warner Bros. Discovery, the automaker that posted its first-ever annual loss, robots in China. 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 Salesforce Admins Podcast
    What Are True to the Core Deep Dives at TDX?

    The Salesforce Admins Podcast

    Play Episode Listen Later Feb 26, 2026 19:07


    Today on the Salesforce Admins Podcast, we talk to Kate Lessard, Lead Admin Evangelist at Salesforce. Join us as we chat about the new True to the Core Deep Dive sessions coming to TDX. You should subscribe for the full episode, but here are a few takeaways from our conversation with Kate Lessard. True to […] The post What Are True to the Core Deep Dives at TDX? appeared first on Salesforce Admins.

    CNBC's
    All Eyes on Nvidia's Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26

    CNBC's "Fast Money"

    Play Episode Listen Later Feb 25, 2026 43:35


    The AI and software trades get a big test with Nvidia and Salesforce reporting results. What a top tech analyst sees in store for the names, and the conference call headlines moving shares after hours. Plus, a rough day for homebuilders, the real read on consumer affordability with the CEO of Tanger Outlets, and a read on retail investor sentiment from Charles Schwab. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Trading Secrets
    279. Ross Pomerantz: From pro baseball to Corporate Bro, the BTS of navigating his career identity, making over $100K on LinkedIn, Super Bowl commercial with Matthew McConaughey, and beyond

    Trading Secrets

    Play Episode Listen Later Feb 23, 2026 84:34


    This week, Jason is joined by the hilarious Corporate Bro, Ross Pomerantz!He is someone who has lived in the high pressure, high performance world of corporate fiance and selling at Oracle and actually has the scars and stories to prove it. Ross brings a real unfiltered hilarious perspective in what enterprise sales really looks like behind the scenes. From ambition and burnout to the funny trade-offs nobody talks about unless you're deep in it, he is covering it all. He is a speaker, investor, entrepreneur, and massive creator. Ross breaks down everything from playing two seasons of Single-A pro baseball to selling luxury apartments in Oakland during Occupy Wall Street, and the identity shift from athlete to enterprise sales at Oracle. He shares what it was like training to cold call, navigating an identity crisis, and clarifying that “Corporate Bro” was always meant to satirize the industry — not glorify it — after getting his start on Vine in 2013. We dive into spending a decade in sales before business school, negotiating lessons, trusting timing, and earning admission to Stanford, along with the fear of fully committing to content creation and how he scripts and produces highly shareable videos with his team. He also talks about appearing in a Super Bowl commercial alongside Matthew McConaughey for Salesforce, leveraging opportunities on LinkedIn, his speaking business, co-hosting a podcast with Corporate Natalie, angel investing, building alongside his wife, and what's next.Ross reveals all this and so much more in another episode you can't afford to miss!Host: Jason TartickCo-Host: David ArduinAudio: John GurneyGuest: Corporate Bro Ross PomerantzStay connected with the Trading Secrets Podcast! Instagram: @tradingsecretspodcast Youtube: Trading SecretsFacebook: Join the GroupTrading Secrets Steals & Deals!Momentous:Momentous Fiber+ addresses one of the most overlooked foundations of long-term performance: gut health. Fiber is not just about digestion. It is a key driver of gut health, which directly impacts nutrient absorption, energy stability, recovery, focus, mood, and overall performance. Head to livemomentous.com, and use promo code TRADINGSECRETS for up to 35% off your first order.Warby Parker:Warby Parker gives you quality & better-looking prescription eyewear at a fraction of the going price. For  15% off + Free Shipping when they buy 2 or more pairs of prescription glasses head over to WarbyParker.com/TRADINGSECRETS.Wayfair:Get back into an at-home routine you LOVE and elevate your space with Wayfair. From bedding and mattresses to storage solutions for every room in the house, Wayfair is your one-stop shop. Head to Wayfair.com right now to shop all things home.Northwest Registered Agent:Northwest Registered Agent has been helping small business owners and entrepreneurs launch and grow businesses for nearly 30 years. Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/tradingsecretsfree and start building something amazing!

    The Agile World with Greg Kihlstrom
    #817: Canva's Emma Robinson on the power of visual communication in B2B marketing

    The Agile World with Greg Kihlstrom

    Play Episode Listen Later Feb 23, 2026 26:33


    With B2B marketers drowning in data and automation, have we forgotten that our buyers are still human beings who are moved more by compelling visuals than by another line on a spreadsheet? Agility requires not just the speed to react, but the insight to know what to react with. It demands a seamless connection between creative ideation and performance data, allowing teams to not only launch campaigns quickly but to make them smarter over time. Today, we're going to talk about the often-underestimated power of visual communication and design-led thinking in B2B marketing. We'll explore why creativity isn't just a 'nice to have' but a core driver of engagement and business results, how neuroscience backs this up, and how new platforms are enabling marketing teams to scale high-quality creative while directly measuring its impact on the bottom line. To help me discuss this topic, I'd like to welcome, Emma Robinson, Head of B2B Marketing at Canva. About Emma Robinson Emma Robinson is the Head of B2B Marketing at Canva, where she drives customer-centric strategies that showcase the impact of design at scale across enterprise organizations. She brings more than 20 years of global B2B marketing experience and has held leadership roles at Salesforce, Google, Medallia, and ThoughtSpot. Having worked across the UK, Asia Pacific, and the US, she's known for building high-performing teams and bringing innovative, high-impact go-to-market strategies to life. Emma brings deep expertise in customer advocacy, lifecycle marketing, and insight-led content, and is a strong champion for the power of brand and creativity in B2B. Her work is instrumental in positioning Canva as the visual communication platform for the modern workplace. Emma Robinson on LinkedIn: https://www.linkedin.com/in/emma-robinson-mtkg/ Resources Canva: https://www.canva.com/about/ Take your personal data back with Incogni! Use code AGILE at the link below and get 60% off an annual plan: https://aglbrnd.co/r/c43e68ce5cfb321e The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company