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OpenClaw shipped 2.0 with shared sessions that aren't a security boundary. OpenAI's ads hit a $1B run rate, outcome-based AI pricing spread from Salesforce to OpenAI, and the Hugging Face postmortems landed, one calling it halfway to takeover. Links OpenClaw releases OpenClaw 2.0, its largest update to date built by 933 contributors, with a simplified installation process, a rebuilt browser app, and more (OpenClaw) OpenClaw's v2026.8.1 adds shared cloud sessions letting a second person join or take over an agent's live work, but its own docs warn the controls "are not tenant isolation and not a security boundary" (Implicator.ai) OpenAI says its ad business has hit $1B in annualized revenue run rate and is expanding globally, as it touts its "diversified business model" ahead of an IPO (CNBC) Sources: OpenAI starts letting some major customers pay only when its AI completes tasks, as Salesforce and other AI providers test outcome-based pricing (The Information) A look at the Hugging Face hack, including AI agents sacrificing themselves for the good of the "collective", and later gaining access to OpenAI's own systems (Dwarkesh Patel) Zvi Mowshowitz's exhaustive read of METR and Redwood's forensic postmortem of the Hugging Face hack (Don't Worry About The Vase) Ajeya Cotra: over 1,000 agents cooperating across multiple agent "lifetimes" makes this more than 50% of the way to full-blown AI takeover, and the next jump could mean a covert, persistent rogue deployment inside an AI company (Planned Obsolescence) Ethan Mollick: agents should reach out to humans for approval, expertise, variance, and interest, and the 700 that broke into Hugging Face were never set up to ask a person for anything (One Useful Thing) Subscribe to the ad-free feed.
Guy Adami and Dan Nathan open by recounting a fan's Guy-themed T-shirt sighting on CNBC's Fast Money, then discuss Fed Chair Kevin Warsh's Jackson Hole remarks as largely status quo, with the S&P 500 near all-time highs and the VIX around 14 despite potential catalysts like the August jobs report. They argue markets appear complacent ahead of midterms and cite historical midterm drawdowns, while noting election-related tensions, Canada trade friction, and Russia/NATO risks as possible volatility drivers. The hosts highlight a widening disconnect between strong equities and weakening consumer signals seen in recent retail earnings, alongside rising delinquency rates and persistent inflation pressures. They review key earnings and themes: Nvidia's extraordinary growth but complex circular AI financing relationships and competitive chip efforts, Salesforce's sharp rally and software rebound, and previews of Dell and Broadcom amid hardware and TPU demand dynamics, before plugging an interview with Imran Khan. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal MediaThe financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
The How of Business - How to start, run & grow a small business.
How to start and grow a small business without investors. Show Notes Page: https://www.thehowofbusiness.com/r361-tyler-king-without-investors/ Bootstrapping a software business without venture capital or angel investors lets you grow on your own terms, and Tyler King, co-founder of Less Annoying CRM, shares how he built a profitable, sustainable SaaS company by staying disciplined, customer-focused, and true to what he actually wanted from the business. Tyler King, co-founder and CEO of Less Annoying CRM, joins the show to share how he bootstrapped a profitable software company. No venture capital, no angel investors, no exit plan, and no rush. He shares what small business owners can learn from building a company on their own terms. For anyone who assumes a software startup requires millions in funding and a race toward an IPO, Tyler's story is a useful counterpoint. He grew a sustainable, profitable SaaS (Software as a Service) business slowly and deliberately, proving that discipline and patience can be advantages rather than limitations. Tyler didn't grow up dreaming of running a business. He was a programmer at a venture-backed startup when the 2008 downturn hit and nearly everyone was laid off. Everyone except the five cheapest employees, which happened to include him. With the bosses gone, he spent a year unofficially playing co-founder, and discovered he loved entrepreneurship. In 2009 he and his brother Bracken started what became Less Annoying CRM. The idea came from real frustration. Tasked with setting up Salesforce at that old job, Tyler (a computer science graduate) spent a month and couldn't make it work. At the time, roughly half of the CRMs companies paid for went unused. So rather than build something with more features, he set out to build something people could actually use. From there, Henry and Tyler dig into the practical realities of bootstrapping: funding the business from savings and side-job cash flow, why banks won't lend to software companies, and how limited money forces healthy discipline. "How much money did we make this month? That's how much money we can spend," Tyler explains. He shares hard-won lessons on shipping a minimum viable product (MVP) fast (his first version was "minimum, debatable whether it was viable"), using intuition over thin data, and building a company that can survive any one person (what he and his team call the "hit by a bus" test) which is the same discipline as building to sell. They also cover his unusual culture choices: separating raises from performance, giving everyone "20% time," and recruiting almost entirely from a pool of interns. Perhaps most striking is how Less Annoying CRM's biggest differentiator - customer service - happened by accident. Tyler put his own phone number on the contact page, and when it rang, the caller was stunned anyone picked up at all. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Aaron Katz is the Co-Founder and CEO of ClickHouse, the real-time analytics database powering companies including OpenAI, Anthropic, Tesla and Microsoft. ClickHouse just surpassed $350M in ARR and raised over $1B from investors including Dragoneer, Khosla Ventures, Coatue, 20VC and Benchmark. Previously, Aaron was CRO at Elastic, where he helped scale revenue from approximately $5M to $500M and led the company through its IPO. Before Elastic, he spent 12 years at Salesforce, working alongside Marc Benioff and helping transform it from a 200-person startup into a global software giant. AGENDA: 4:05 Are we in an AI bubble? 13:40 How does software change when agents—not humans—make buying decisions? 22:28 Will 90% of tokens flow through open models; can enterprises trust them? 31:09 Why did ClickHouse sponsor Fulham; and could sports teams become $20B assets? 35:49 When will ClickHouse hit $1B ARR? 38:31 Can startups still win elite talent from OpenAI? Biggest remote work mistake? 44:54 Is zero-to-$100M ARR now table stakes; or is durable growth what matters? 48:51 Is college still worth it; which jobs will survive AI? 57:58 When will ClickHouse go public; and why not next year?
AI is not going to replace real sales. It's going to expose who was never really selling in the first place.In this episode, John sits down with Jeff Kirchick, author of Authentic Selling and a sales leader who has closed multi-million dollar contracts without ever going through formal sales training, to talk about why AI made personalization easier to fake and easier for buyers to spot, why authenticity is not the same as being liked, and why disqualifying the wrong buyer matters more than qualifying the right one.If you are in sales, sales leadership, enablement, or RevOps, this conversation gives you a practical way to think about AI-generated outreach, hiring for coachability over polish, the give and get scorecard behind real qualification, and why a smooth call is not always a good sign.Want to build a sales team that stays authentic as AI changes the job? Visit www.jbarrows.com and learn how you can Make It Happen.What You'll LearnWhy AI made personalization easier to fake, and easier for buyers to spotWhy authenticity is about being trusted, not being likedWhy Jeff hires SDRs on exactly two traits, work ethic and coachabilityWhy a smooth sales call without objections is a warning sign, not a good signWhy disqualifying the wrong buyer matters more than qualifying the right oneJeff Kirchick is the author of Authentic Selling and a sales leader who built his career without formal sales training, closing multi-million dollar enterprise contracts through intuition, empathy, and direct relationship building. He hires his team on two filters, work ethic and coachability, and has built his own sales org's AI infrastructure in house, including deal scoring and call coaching.Visit jeffkirchick.com to read more of Jeff's writing on sales, authenticity, and AI.Connect with Jeff Kirchick:LinkedIn: linkedin.com/in/jeffkirchick Website: jeffkirchick.com John Barrows is a sales trainer, speaker, and founder of JB Sales with over 25 years of experience in the industry. He has made hundreds of cold calls a week, led startups to acquisition, and trained high-performing teams at companies like Salesforce, LinkedIn, Amazon, and Okta. Through JB Sales, John focuses on practical sales execution, helping reps fill pipeline, close deals, and build trust with buyers in today's AI-driven sales environment.Connect with John Barrows:LinkedIn: linkedin.com/in/johnbarrows Instagram: instagram.com/johnmbarrows TikTok: tiktok.com/@johnmbarrows Check out John's Membership: https://learn.jbarrows.com/pages/individual-packagesJoin John's Newsletter: https://www.jbarrows.com/newsletter
"No data, no agent. Bad data, bad agent. Good data, good agent." Cris Mendes thinks data readiness is the number one reason the agentic enterprise fails, and he has the receipts — he ran the experiment on his own team before he sold it to anyone else.He's VP of Revenue at Momentum.io, acquired by Salesforce in large part because of the go-to-market motion he built there. Before that: Drift, Airtable, and LogMeIn. Before all of it, U.S. Navy search and rescue swimmer. I've known him almost twenty years and introduced him to LogMeIn myself, so take the enthusiasm here with whatever salt you need.His argument is that everyone is buying agents on top of a data layer that was never built. The average customer conversation moves about eight thousand words; maybe eight of them make it into the CRM. Companies don't have a first-party data layer, they have a human-input data layer — and that's what every agentic project quietly runs aground on.The story worth the listen: Momentum had a brutal drop-off after the first call. Rather than sampling a few calls and guessing at messaging or ICP, Cris pushed 800 first calls through deep research and got one answer back — the reps weren't prescribing a next step. So he had Momentum listen to the last ten minutes of every call and fire a clip into Slack whenever an AE either didn't prescribe or tried and missed. With humor, so it didn't read as surveillance. Prescription went through the roof. As he puts it: a team respects what you inspect, but you can't inspect everything — unless the inspecting is automated.WHAT WE COVER- Selling shovels in a gold rush, and why structured data was the bet- Why "not everything called an agent is an agent" — deciding vs. automating- The last ten minutes of a sales call as sacred ground, and how to enforce that at scale- Bringing AI into QBRs: "it got so real so fast" — no more recency bias and self-preservation dressed up as a forecast- 10x growth six quarters running, zero attrition, 95% of the team over quota — and why he credits hiring over product- Whether AI cuts headcount: expands capacity, thins middle management, and the ~10% of companies that are actually AI-forward are hiring hardest- Auto-advancing pipeline stages on deal milestones instead of trusting a rep's guess — "otherwise you're just buying something like Clari to miss your forecast very expensively"- His IDEC hiring model, and why he'd trade relevant experience for intrinsics every timeCONNECT WITH CRISLinkedIn: Cris Mendes — Cris with no H, Mendes with an SMomentum.io---The GOATS of Growth has two Founding Sponsor slots open — category exclusive, $1,250/mo, in front of GTM leaders and founders who don't answer their phones. Includes personal introductions where guests opt in. jay@thegoatsofgrowth.aiSubscribe, rate, and review — and send this to whoever on your team is being asked to "roll out agents" this quarter.CHAPTERS00:00 Twenty years, and a Navy rescue swimmer03:39 Selling shovels in a gold rush04:13 "No data, no agent"05:33 Is it deciding, or just automation?07:07 Running Momentum on Momentum08:33 800 first calls, one missing skill10:27 You respect what you inspect14:46 Does AI actually cut headcount?20:41 Killing hype in the QBR22:05 Zero attrition, 95% over quota25:57 8,000 words spoken, 8 reach the CRM31:43 Auto-advancing deal stages on milestones35:44 Orchestrate, or get orchestrated out38:39 IDEC: how Cris hires40:53 How to reach Cris
AI is about to replace bloated SaaS, and most businesses are still only playing with chatbotsSean G Muller says the next wave of AI is not about better prompts or prettier copilots. It is about rebuilding business around context, agents, and what actually creates value - before your software stack becomes the expensive middleman.Mark Smth and Sean unpack why the last six months have been a genuine shift: agentic loops are now good enough to handle real business work, not just experiments. Sean explains how he moved from traditional technical architecture into building full application pipelines, MCP servers, and background agents that review email, track social signals, draft responses, and keep business moving without adding more human overhead.You'll discover why context is the missing ingredient in almost every failed AI project, how Sean uses a simple meal-planning example to explain it, and why companies that scatter knowledge across laptops, SharePoint, Google Cloud, and people's heads are sitting on hidden risk. Sean also breaks down the difference between AI as a feature and AI as a business transformation engine, including the mistake many firms make when they bolt chat onto old workflows and call it progress.We also get into the coming SaaS pocalypse - the idea that tools like HubSpot, Salesforce, Xero, Slack, and Atlassian may face a serious reckoning as businesses realize they can build leaner, custom, agent-first systems for less than the cost of endless licenses and modules. Sean shares how he built a headless, agent-driven CRM and why he thinks greenfield builds will replace expensive transformation projects much sooner than most executives expect. This conversation matters if you lead a business, run operations, own a small or mid-sized company, or simply suspect your current software is forcing you to work the wrong way. If you want to understand where AI is actually delivering leverage right now - and how to avoid wasting money on shallow pilots - this episode is essential listening.Mark Smth hosts the conversation and brings the enterprise and product lens, pushing Sean to get specific about what success looks like for real businesses in New Zealand.Sean G Muller is an AI and enterprise architecture specialist based in New Zealand, known for helping organizations build practical AI systems, implement agentic workflows, and rethink business process from the ground up.Resources1. The Cuckoo's Egg: Tracking a Spy Through the Maze of Computer Espionage - https://www.amazon.com.au/dp/0385249462?ref_=mr_referred_us_au_nz2. Gemini: A Family of Highly Capable Multimodal Models — 2312.11805.pdf https://arxiv.org/abs/2312.118053. On the Measure of Intelligence — 1911.01547.pdf - https://arxiv.org/pdf/1911.01547Support the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening
(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed (33:32) Bessent gets called out by Druckenmiller for bond market interference (1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed (1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules (1:22:52) Science Corner: Moderna's mRNA cancer vaccine Come hang with the Besties at the All-In Summit | September 13-15: http://theallinsummit.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027 https://polymarket.com/event/largest-company-end-of-december-2026 https://www.cnbc.com/2026/08/18/treasury-yields-.html https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74 https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6 https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners. Dan Nathan sits down with Imran Khan, CIO and founder of Proem Asset Management, to break down one of the wildest weeks in tech earnings. They dig into Nvidia's latest quarter and why the stock keeps trading well below the market multiple despite the growth — and make the bull case for why that's about to change. From there: the increasingly circular web of financing between Nvidia, OpenAI, Microsoft, and CoreWeave, why OpenAI is building a chip to compete with its own biggest investor, and what Imran learned on a recent trip to South Korea about the memory market (Micron, SK Hynix, and the trade that's already up huge). They also unpack Salesforce's surprise post-earnings pop after Marc Benioff and Anthropic's Dario Amodei sat down with Jim Cramer, and close out with the question everyone's asking: are we in an AI bubble, and if so, who's left holding the bag? Articles Referenced Would There Be an AI Revolution If There Were No Nvidia? (WSJ) Nvidia's $279 Billion Supply-Chain Gamble (WSJ) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
Claude gets its own browser, ChatGPT adds more flexible temporary chats and multiple Gmail connections, and new voice and video models promise cleaner transcription, greater control and dramatically faster generation. NLW rounds up the week's most useful launches from Anthropic, OpenAI, Google, xAI, Hermes and others. In the headlines: NVIDIA buys Hugging Face, Salesforce leads a software comeback and a proposed self-regulatory body for AI stalls.NEXT COHORT - Executive Agent Leadership - Returns in September -- Learn how to use agents - https://training.besuper.ai/Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at https://kpmg.com/us/SophisticatedHarbor - Invest in the AI ecosystem. https://www.harborcapital.com/aidailyHyperagent - Hire a fleet of always-on agents. New users get $1,000 in inference. hyperagent.com/aidailybriefRackspace Technology- One accountable partner to build, operate and run your full enterprise AI stack https://www.rackspace.com/Section - Section turns AI investment into workforce transformation and ROI - https://www.sectionai.com/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The AI Daily Brief helps you understand the most important news and discussions in AI. Newsletter: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Software is rebounding, is the Saaspocolyse over? 2) Salesforce delivers solid earnings and jumps 22% 3) Why was Dario sitting with Benioff? 4) All software stocks are rising 5) Disruption could still happen, but on a longer timeline 6) Meta's bungled AI layoff strategy 7) How much of AI failures today are cultural? 8) Meta pays billions in landmark addiction settlement 9) South Korean stock market volatility 10) The clash of AI belief and reality --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the [Un]Churned Podcast, Josh Schachter sits down with Jake Saper, General Partner at Emergence Capital, to unpack the firm's 25 year thesis of being “early experts in emerging business models,” from the on-prem-to-cloud shift that birthed their first investment in Salesforce, to vertical SaaS with Veeva, to what Jake calls AI-Native Services, or AINS.They also dive into:What “AI-Native Services” actually means, in Jake's own wordsThe real story behind Gainsight's shift from selling software to selling outcomesWhy the biggest headwind to this transformation is cultural, not technical“Mirage product market fit,” the #1 mistake Jake sees in AI pitches right nowWhat Jake actually looks for in founders before he investsWhy tech vendors of the future might look more like insurance carriers than software companiesIf you're building anything in the AI services space, thinking about how AI changes SaaS margins, or just want to understand where venture capital thinks the next generational businesses will come from, this episode is a masterclass in spotting a category before it has a name.Want the playbook, not just the conversation? Subscribe for deep-dive, actionable breakdowns from every episode at unchurned.substack.com.--Timestamps00:00 – Intro & Backstory01:37 – What Emergence Capital Focuses On, and How It Started08:14 – Naming the Category: Why “AI-Native Services” (AINS)12:42 – The Walk on the Embarcadero: How Gainsight's Pivot Was Born17:28 – The Biggest Headwind: It's Cultural, Not Technical20:24 – What Jake Looks For as an Investor: Domain Credibility31:21 – The Hanover Park Story: 150 Fund CFOs36:38 – Mirage Product Market Fit: The Overplayed Pattern in AINS Pitches38:48 – The AINS Idea Jake Wants Someone to Build42:07 – The Mafia, Dump Trucks, and Unexpected AI Competitors--Where to Find Jake Saper:Jake's LinkedIn: https://www.linkedin.com/in/jakesaper/Emergence Capital: https://www.emcap.com/Where to Find Josh Schachter:Josh's LinkedIn: https://www.linkedin.com/in/jschachter/Unchurned Substack: https://unchurned.substack.com
SaaStr 875: Who Owns Your Data Now? Agents vs. System of Record, ServiceTitan vs. Podium, Headless Salesforce, and Agentic Renewals on The Agents #013 The agents are writing data faster than any human ever could - and systems of record aren't ready for it. This week on The Agents, Jason and Amelia dig into the biggest meta-theme of 2026: what happens when your AI agents become the primary user of your CRM, your MAP, and every other system you've built your business on? Together, they unpack the ServiceTitan vs. Podium blowup, where an agentic lead gen tool slowly became a competing system of record until ServiceTitan shut them off with 30 days' notice, and why this is just the first of many fights like it coming across SaaS. Then Amelia pulls back the curtain on how SaaStr actually runs Salesforce headless through 10K, what it means that their agents have written 40 gigabytes of data into Salesforce without either of them logging in, and why the storage math is going to force a reckoning for every vendor jacking up API prices right now. Plus: the renewal agent Amelia built that generates a fully custom, hyper-personalized pitch deck for every single customer, using headless Salesforce, Gamma, social data, podcast mentions, and Gmail. And why Clay plus ZoomInfo plus Cowork turned out to be the best enrichment stack their agents have found yet. If you're building on top of systems of record, selling to companies that are, or just trying to figure out how agents change the economics of SaaS data, this one is essential listening. Timestamps: 00:00 - Intro 02:00 - ServiceTitan cuts off Podium: what happened and why it matters 10:00 - 40 gigs in Salesforce and neither of us logged in 16:00 - The API pricing reckoning coming for systems of record 22:00 - How SaaStr runs Salesforce headless with 10K 30:00 - The renewal agent: no account left behind 42:00 - Narrative-first pitching: getting the agent to sell 50:00 - Clay + ZoomInfo + Cowork: the enrichment stack that actually worked 58:00 - What comes next: agentic inbound proposals SaaStr hosts the world's largest community for B2B software founders and executives.
A.M. Edition for Aug. 26. A bullish AI forecast from Nvidia lifts markets. And despite blockbuster growth and revenue forecasts, IG Markets' Chris Beauchamp says Nvidia still has more room to run. Plus, Fed chairman Kevin Warsh has so far kept his views on interest rates to himself. But investors hope that's about to change. And, WSJ's Tripti Lahiri brings us the latest from the devastating floods in Nepal and China. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: Best Buy raises outlook following better-than-expected second-quarter results. And Cisco gave its 90,000 employees their own AI agent. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ten out of 11 S&P sectors fell on the day, but tech alone rose 3.4%. Plus: Okta was a big beneficiary of demand for AI agents in its latest quarter; its stock jumped after it raised its outlook. Pierre Bienaimé hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On a big day for the AI trade, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia's blowout quarter and bullish sales outlook that boosted the stock and the chip sector. Hear what Nvidia CEO Jensen Huang said to Jim on "Mad Money" about the tech giant's growth prospects. Salesforce shares soared on a Q2 beat, raised guidance and an expanded partnership with Anthropic. Also in focus: What Salesforce CEO Marc Benioff and Anthropic CEO Dario Amodei told Cramer on CNBC; CrowdStrike surges; Dollar Tree and Dollar General shares make big moves in opposite directions; Best Buy slides; Fed Chairman Warsh's Jackson Hole speech just one day away; Where's the beef? Why Wendy's shares tumbled. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Andrew, Ben, and Tom break down Nvidia's blowout revenue forecast and reaction from Okta, CrowdStrike, and Salesforce, plus Meta's $17.1 billion settlement over teen safety and new usage restrictions.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Just when the bears thought they had an opening... The bulls came roaring back!
They were wrong: software and AI are running togetherSean Emory of Avory & Co. argues the SaaS apocalypse narrative is broken. CRPO accelerations at Salesforce, ServiceNow, Okta, Palantir, MongoDB, and Zoom, plus NVIDIA's data center guide, show software and AI are compounding together, not cannibalizing. Sean walks the four layers of the AI stack, why distribution wins at the application layer, and where the real risks sit.Chapters00:00 The SaaS is dead narrative01:07 Intro and disclosures01:50 Is the SaaS apocalypse wrong03:52 Backlog signals: CRPO04:16 Salesforce and Agentforce05:50 ServiceNow and Okta06:52 MongoDB and Zoom08:31 Four layers of the AI stack12:37 NVIDIA's full stack strategy16:31 Risks and what to watch18:11 Wrap upMore from Avory & Co.Newsletter: investingwithdata.comWebsite: avoryfunds.comDisclaimerFor educational purposes only. Not investment advice. Opinions reflect our views as of the recording date and may change. Avory & Co. and Sean Emory may hold positions in securities discussed. Do your own research and consult a professional before making investment decisions.
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, August 27th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
Labor Secretary under President Clinton Robert Reich discusses the tariffs between the U.S. and Canada and AI's impact on the workforce, as well as wealth taxes, the rise of populism in the U.S., and the K-shaped economy that he says is driving them both. One of the largest hurdles for AI and the data center race is power. Emerald AI CEO Varun Sivaram has built a solution in flexible power sourcing to ease strain on the grid, and backers like Samsung, Nvidia, and Salesforce have bet on his success. Plus, Bill Gates has issued a lengthy warning on AI, Stanley Druckenmiller has used AI in a Wall Street Journal Opinion piece, and OpenAI says goodbye to more top tech talent. Robert Reich 20:40 Varun Sivaram 39:20 In this episode: Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This hour: former AG Jonathan Kanter broke down Meta's landmark settlement over claims their products addict children, the team discussed fresh inflation data - and what it means for the Fed, and one retail executive gave his take on the winners and losers out of earnings from the group. Plus: the playbook for huge reports after the bell out of Nvidia and Salesforce. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carlos Corredor, Co-Founder and CEO of Condor Digital Marketing, is driven by a passion for interpreting data and helping marketing leaders Generate and Measure Your Pipeline with greater accuracy. ith a background in sports analytics and journalism, Carlos helps B2B companies identify which marketing activities generate qualified leads, clients, and revenue so they can invest confidently in what works. In this conversation, Carlos introduces The Condor Pipeline Generation Framework—Understand Current Pipeline Generation, Map the Process, Move Budgets to Their Highest and Best Use, Fix Measurement Gaps, and Rinse and Repeat. He explains why marketers should begin with clients and revenue instead of clicks and impressions, how the Pipeline X-Ray exposes attribution gaps, and why budgets should move toward channels with proven returns. Carlos also discusses using BANT to diagnose conversion problems and why client champions, paid media, and events drive growth in high-ticket B2B markets. — Generate and Measure Your Pipeline with Carlos Corredor Good day, dear listeners. Steve Preda here with the Management Blueprint, and today my guest is Carlos Corredor, Co-Founder and CEO of Condor Digital Marketing, a pipeline generation and measurement firm. Carlos, welcome to the show. Hey, Steve. Hi, everybody. Thanks for having me. Great to be here. It's exciting to have you and to learn about your secrets of how you generate a measurable pipeline. But before we get into it, I'm curious: What is your personal why, and how are you manifesting it through your company? Yeah. So I've always been passionate about sports and the data behind sports, and I actually worked in sports data analysis and journalism. But ultimately, I've been passionate about interpreting data to have an advantage, whether that's playing tennis or doing analysis for baseball teams. And then I eventually started working in marketing, doing sports websites, and I saw the opportunity. In marketing in general, especially with digital, to use data to your advantage. So I would say that's really what I'm passionate about in terms of my professional life and why I enjoy what I do so much and why I get up in the morning and I really look forward to the day and even to Monday. Because obviously, it's not all fun. But ultimately, I think it comes from that passion of liking what you're doing, and the time flies when you work and you like what you do and you see that you're good at what you're doing and it's making an impact. So I would say that's why. And have you always been a data person? Are you analytical and like to look at the numbers behind things? Yeah, yeah. It started with sports. That's where I realized that I had, let's say, that passion at the beginning and ultimately that skill. With baseball at the beginning, it was reading the back of baseball cards and then fantasy baseball in high school, and then actually working in that. In kind of like sabermetrics and Moneyball-type analysis in college. Because I saw, just like it happens in marketing, how back in the old days, even professionals, they were using the wrong type of data or a very antiquated way of looking at things. So it's like understanding really what has an impact and what is responsible for outcomes. That's, I think, the part that I've always thought was what's important and what I had a knack for, a talent to do that better than others. So that's why I went deep into that. Okay. So how do you do that? So this podcast is a podcast of frameworks. So I wonder if you have a framework of how to create pipeline generation based on data, and perhaps you can share a simplified version of that with our listeners, something that can be explained in three to five steps. Yeah, definitely. And I'll give you first the kind of like the philosophy or the mental model, and then I'll give you those steps because one comes from the other. So in marketing, with all of the data that's available, especially today, a lot of people start at the bottom. At clicks, impressions, and then they try to build a bottoms-up report to then prove what's generating leads and clients and revenue. But that is always inexact, takes forever. What I propose is doing it the opposite: a top-down approach where you start with clients and revenue, and then start figuring out where those leads in your pipeline or clients and the closed revenue is coming from. And you will know all of that at the beginning. So that's, I think, how it starts, that framework. So the first step of the framework is to understand, which sounds really basic, but you'd be surprised today how many marketing leaders, marketing VPs, CMOs of especially mid-market, definitely smaller mid-market, and even some enterprise companies, don't have that data readily available to understand how much pipeline did we, as a marketing department, generate, let's say, last year. So that's, I think, the first step, is understanding that. It's asking your team for a report that says that. Now your team's going to come back and say they won't know the full picture. Maybe they know 10%, maybe they know 90%. But they're going to show you something. So then is the second step. You're going to start adjusting your investments to what you're seeing there, and at the same time, you're going to start fixing the dark holes or what you can't see. And then simply step number three is rinse and repeat every, let's say, quarter at the beginning. And obviously, there's nuances of how exactly you should adjust and what exactly you can fix. But ultimately, that would be the three-step approach that you asked about. That's fascinating. So the understand piece is understanding your pipeline or how you're generating the pipeline? What is it? Understanding what? Yeah. So actually we have a name for that first step. We call it the Pipeline X-Ray. So let's say you start a new job as a CMO of a new company. Or simply you've been in the job for a while and you're listening to this and you say, “Okay, actually, I've never thought about it that way. Let's sit tomorrow with my team and ask the question: How many qualified leads and closed clients have we, as marketing, generated so far this year and, let's say, last year?” That is understanding that. Now, I'll tell you, I'd be very surprised if the marketing person or the marketing team or the leader has that data in a way that they can say with 100% certainty what the answer is. In terms of, “We've closed these four clients, and we've had 72 qualified leads. And out of the 72, 50 have come from our paid search campaigns, 10 have come from events, and then the others have come from organic.” In an ideal world, that's the type of answer that you want. But in the real world, again, very rarely do you have that clear understanding right then and there. So that's when step number two becomes, okay, let's close the gaps to be able to have an understanding. Okay. So essentially, when you say adjust and fix, then are you talking about adjusting and fixing the process of generating clients, or actually mapping the gaps in the pipeline first? Yeah, so that's a great question. The adjust, I mean move budget around. Not necessarily increase budget. You have to prove what's working. And obviously, if you don't have the full picture and understanding, you cannot just go to your CEO and say, “I need more budget.” So with the same budget that you have, what can you pause and move around towards the things that step number one told you with certainty are working. So if, let's say, out of the 50 qualified leads that you generated, you saw that half of them came from your paid search campaigns, then you say, “Oh, okay.” And then you don't see anything, let's say, for conferences, and now you're going to 10 conferences a year and you're spending a million dollars on conferences, and you're only spending $200,000 a year on your paid media spend. Then you say, “You know what? I'm going to stop. I'm going to pause. We're not going to go to these two conferences this year, and I'm going to move those $200,000, and we're going to double our spend in Google Ads,” for example. That's what I mean with the adjust piece. It could be the opposite. It could be pause paid search and then be more aggressive on our conference strategy. It could be, let's start a paid social campaign, whether that's LinkedIn or programmatic ads, or let's be more aggressive on our PR because right now our leads have come from interviews that our subject matter experts have done in certain types of podcasts or YouTube channels. But that's what step number one is. But adjust is move budget around. Put your stocks where the returns are positive and where you can expect a better return almost immediately, or at least in the next upcoming months. And then the fix is particularly around the measurement gaps. The fix is what you can't see, right, on step number one. Step number one is understanding. And a report with all of that. When the person that does the reporting for you came back, or when you did it yourself or whatever, probably a lot of leads are like, “Ah, now it says direct traffic. What is that?” Obviously, they didn't just come and wake up one day and say, “Oh, I'm just going to go to condoragency.com.” No, they heard you somewhere, but you're still not sure. You won the client, you know you won the client, the client's paying you money, but you're not sure. So maybe, okay, what needs to improve in our measurement framework. Usually, you can start with your CRM, your HubSpot, Salesforce, for instance, or whatever you use. There's some web analytics that might need to happen. You need to connect your advertising platforms. You're probably going to need to start talking to your sales team so they ask the right questions when they have discovery calls with prospects. I mean, there's a few things you can do, but I'm talking specifically about measurement gaps so you can have the full picture. So when you talk to new prospects or clients, can they answer one most of the time? They can partially answer one. I would go a step beyond because, I mean, that's not the sexiest answer. I would say it's usually, let's just say, around 50% of their leads and clients, they can know who was responsible. And then there's a couple of parts there. First and foremost, not only for your sake, but for the sake of your alignment with the C-suite and with the CEO and the CFO and even the sales team. You want to know, is marketing responsible for this? Number one. Because then that's very important. Because that's what's going to justify the existence of the marketing team. Then later, if it came from a paid search campaign or a paid social or a conference, if those all are in the marketing budget, that's secondary. But most importantly, you want to make sure that, number one, you're bringing pipeline as a marketing department, and number two, you know exactly what pipeline you're bringing. Not only you, but then also your CEO and your CFO. So then it's like a luxury, let's say, to see if it comes from, the tough part is that you won't know that it comes from marketing unless you're tracking paid search and you're tracking conferences in the CRM the right way. So obviously, they are related in that way. Okay. Love it. So understand your pipeline generation, and then adjust the budget to make sure you're supporting the ones that generate the most, and fix those that are not optimized. So maybe optimize them or replace them or come up with a new one. How else do you fix other than your measurement gaps? Okay, you fixed the measurement gaps. Now you can measure it. You have a full picture. Then you have a slate of options, and how do you know what to choose if you're not doing enough? Yeah. So I think there’s a couple of things there. One is understanding if you… Because, obviously, you always want to generate more pipeline. So you have to then say, “Okay, is my problem that I'm not generating any interest in the first place at all?” Like, there's nobody visiting my website. Or even downloading some pieces of content, what traditionally is called conversions or marketing-qualified leads. Obviously, that's not the goal. The goal is that they turn into clients. But you have to know that if people are not visiting your website and you're not seeing marketing-qualified leads coming into your CRM, then you have to do certain things. Whereas if the problem is, “Okay, no, that's not the problem, Carlos,” and this is actually more common, which is a little counterintuitive, but the more and more that we work with mid-market clients, we realize this is the case.They are generating marketing-qualified leads. There is activity in the CRM. There are companies, new companies, that you see are visiting your website, downloading and consuming content. But then, for some reason, they are not becoming clients. So that's where we have to dig in and understand. Maybe they downloaded a white paper that was very educational in nature. And they're not ready to buy. Which is fine, and I'm not saying you have to not show that white paper, but you know that white paper is not going to bring you ready-to-buy customers. So that's when we have the concept of what sales and marketing people call a BANT-type of lead, which is a lead that has the budget, the authority, the need, and the timing. You want, obviously, a lead that has the four things. Now you start, you measure. Okay, we had 10 leads, and they had, let's say, the budget and the authority. They were the CTO. The lead of the technology department in the company that we know has the budget. But they just downloaded this and didn't convert. They didn't have, let's say, the timing or the need. Then maybe you rely more on, for example, paid search, which is a channel that, by searching the right keywords, the bottom-of-funnel keywords, for example, we are a pipeline generation firm. If somebody is looking for, “What is Google Ads?” That's educational. Now, if somebody's searching for “experienced agencies in B2B managing Google Ads.” Now, that's somebody that's ready to hire an agency to manage their Google Ads. So that's why, for example, in this case, if the component that's lacking is the need and the timing, paid search could be a way to do it. Or intent data, which is now something that is out there not only via paid search, but you identify certain signals and you can target them on programmatic ads or YouTube or whatever. That's another alternative. So that's something that you could do, for example, if you have a pain in moving leads down the funnel and closing clients, and you also realize that you're talking to the right people, but then they're simply not converting. And the opposite. You get a lot of people that need your service. But they may be too small, or they may be just a manager and they don't have the authority to approve a high-ticket service. Then you go towards maybe LinkedIn targeting, or you do a campaign that is based more on account-based marketing, or ABM. Where you know you're talking to the right people. So again, that's another adjustment that you can make. So I don't know if I… Sorry if I deviated a little bit from the question, Steve, but hopefully that's still— No, it makes sense. It makes sense. So first you want to measure, and then you diagnose. If you've got some activity but it's not converting, why is it not converting? Maybe it's not the right approach to build trust. Maybe there's another approach. And then you look at the different elements: budget, authority, need, timing. That makes sense. So let me turn it back to you. So what drives growth in your business? So for us, I would say if we do that, let's say, Pipeline X-Ray. And we actually did. We've been in business for almost 10 years now. And if you would do a Pipeline X-Ray, the number one driver of leads and new clients are, let's just call it, Condor champions that switch jobs. And not switch jobs that were working with us, but they were working with one of our clients. And they worked with us, and they saw the work that we did, and they ended up moving to another agency within the same space, for example, or in B2B services, or even if it's something a little more niche like tech services, which is an area that we also specialize in. And then they say, “I already worked with Condor for either measurement or paid search campaigns or demand generation in general, and I like working with them, so they're going to call us.” And then some people, they switch multiple jobs. So embracing that and obviously using that to fuel and to focus even more on doing a great job and maintaining relationships with people, obviously most importantly while they're a client, but even if they switch, not forgetting about them. That has been the main driver. Obviously, we don't want to only rely on that. And then more recently, we've given more structure to our own sales and marketing department for that. And, for example, we closed a client that came via a paid search campaign. But that's still… We haven't scaled those yet. We're still making sure. We're still in that measurement phase where, yeah, we're putting budget behind a few things and some of them seem to be working better, but not yet at the point of truly scaling that. We're ultimately also a relatively small firm, which obviously makes decisions differently than if you are, let's say, a mid-market or enterprise. But those, I would say, in order of importance, have been our three main drivers of growth: the champions that switch jobs, number one, and then I would say secondarily, paid media and events. Yeah. So these are the three things. And what about the events? Why do you put events as a third? I'm just thinking that you're a B2B company and trust-based. Would events not be better than paid media? I would say they're not mutually exclusive. Actually, they rely a lot on each other. And honestly, for us, I just put number two and three, but I would say they're tied for second, and then the other ones are four and below. And the reason why I think events are important, what we're seeing not only for us but for our clients, the outbound activity is really saturated. I think cold email or cold outreach in general, because it used to be via email, now it's on LinkedIn as well, it's really, really saturated. It's really hard to be heard or to get a reply with cold outreach in general. Paid media, you can be a little bit more creative because you have visuals. Whether that's video that hopefully you can leverage. So I'm a believer in paid media more than the actual cold outreach via email or LinkedIn. But then the events are also great precisely because of that. People are saturated and tired of being bombarded with messages from people they don't know. Whereas especially after COVID, people started going back to both the office and simply going out there. It doesn't have to be a big yearly conference. It can be just a dinner where you invite four or five people and talk about certain topics or any in-person activity. Well, I mean, a webinar can even be considered an event. Where you're educating your audience on certain things. And especially if your target audience is more on the manager side or below, or director and below, webinars can be an avenue. But to answer your question, I think that personal connection is really, really powerful. And people forgot about it with, let's say, the boom of cold outreach and digital and now AI, and especially during COVID. But definitely in the last few years, we've seen not only that people are more willing or prefer to meet people in person, but we see that in the data as well, We see cold outreach campaigns that are bringing less and less results. And then when you connect in person. Especially high-ticket. I also give this example. If you're selling B2B services, which are usually high-ticket. It's a project of either $50,000. It could be an engagement of $2 million over two years. Obviously, you want to know the company, but you also want to trust the human that is going to deliver on that promise. I always give the example: If you're selling an iPhone cover that costs $25, yeah, maybe you can get away with a pretty image on an Instagram ad. You click and you buy. Boom. Great. You can fully leverage digital for that. But when you're selling a cloud migration project of a million dollars, you're going to want to talk to somebody, trust that person, dig in a little bit more, have a couple of meetings. So it's more complex. So in particular for those instances, that's why I think the personal connection, that it's even better if it starts at an event, or however you manage to do it, helps a lot. So for Condor, do you make a distinction between B2B companies and B2C, and where you can help them the most? Yeah. We have a couple of direct-to-consumer clients, but the majority of the work that we do is either for B2B or, if not B2B, it's lead generation. So e-commerce, for example, is a different world. E-commerce, as I mentioned, depending on what you buy, it's immediate. You track things. You have a platform like Shopify or something similar. It's a whole different world. Whereas that's immediate, and you can see everything, and it's all kind of automated and based on an inventory. Whereas in either B2B services or lead generation, it's more about, okay, what happens after the initial action, after that initial either visit or conversion. Because a conversion is not a purchase. In e-commerce, in direct-to-consumer, in the example that I gave you, we made it. We sold the cover. That's our business. In here, it's like, okay, they downloaded a white paper. Or they signed up for a webinar, but that's only the first step of a long journey of closing, again, a $1 million service client. So we specialize in that. In what needs to happen, not only to generate the initial raise of hand, but to make sure that the people that raise their hands are the right people, because otherwise they're not going to end up buying. And ultimately, the entire process of lead generated to client closed. Which is a big universe in itself. So that's where we want to focus. So you basically help them not just to get the leads but to convert the leads and turn them into a client. Right. Right. So Carlos, if you had a magic wand and you could fix just one thing in your business in the next 12 months, what would you use the magic wand for? I would say accelerate. I would accelerate by five or 10 years the structure and how mature our sales and marketing team is. I would love to wake up tomorrow morning and have a team of five people in the marketing department and five people dedicated to sales, with SDRs and a sales leader, that is already generating, that we're closing 10 clients a month. So I would say that's… But that obviously takes time. And you want to go one step at a time, otherwise, to prove ROI and to grow without, let's say, wasting unproven budget or wasting money. But I think a lot of owners—I don't know if it's a cheap answer—but I think a lot of owners would probably answer the same thing. Yeah. So essentially what you need to do is you need to have scalable sales and marketing so that you can just add people and it's going to—it's like a coin-operated system, right? Yeah. Yeah. So if the listeners would like to go through that process and they would like to understand, okay, how do we map our leads, where they come from, evaluate it, and then adjust and fix and scale, where can they learn more and how can they connect with you? Yeah. So if they go to our website, it's condoragency.com. Condor, like the bird. There are some options there on how to work with us or even some information, even if they want to try and do it by themselves, right? Again, what I mentioned earlier, the Pipeline X-Ray. It's a quick project that we do to get to that, where you can start seeing some valuable information to take action on fairly quickly. We can get that done in a couple of weeks, the exercise of the Pipeline X-Ray, so then you know what to start adjusting and fixing. And obviously, you can contact me directly also on LinkedIn or via our website. I'm glad to obviously have a subsequent conversation and see if and how we can help. Awesome. So if you are out there and you want to improve your sales and marketing, then you have to start with the Pipeline X-Ray because you are getting leads, you just don't know where they are from and how effective they are, and then how you tweak the process so that you're putting energy behind the more effective ones and readjusting your budget, and then fix the gaps. So Carlos can help you with that, right? So make sure you reach out to Condor and get the X-Ray. So Carlos, thanks for coming. And if you enjoyed this conversation, then make sure you subscribe and follow us on YouTube, Apple Podcasts, because every week I bring a couple of entrepreneurs who are sharing their frameworks with you. So Carlos, thanks for coming, and thanks for listening. Important Links: Carlos's LinkedIn Carlos's website
Much of the market traded sideways this week as traders awaited Nvidia's latest quarterly numbers. The day is finally here and we have you covered from every angle. Preview and reaction with our Kristina Partsinevelos, Deepwater's Gene Munster, Moor Insights & Strategy's Patrick Moorhead, Bespoke's Paul Hickey and Benchmark Company's Coddy Acree. Plus, Jim Cramer interviews Salesforce's Marc Benioff and Anthropic's Dario Amodei to discuss their new partnership. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How do you walk into a company of nearly 800 people as its first-ever president and win over the ones who wanted your job?We are bringing this one back because it keeps landing with second-in-command leaders. Cameron sits down with Sameer Kazi, the first president in ActiveCampaign's history, who joined a fast-growing company of nearly 800 people and had to earn trust from day one.Sameer traces his path from employee 200 at ExactTarget through the Salesforce acquisition, KKR, Bessemer, and running Cheetah Digital, then unpacks how he split responsibilities with the CEO, why he brings non-finance leaders close to the numbers, and how he decides with incomplete information.If you are stepping into a senior seat or scaling a business without losing its edge, this one is worth the revisit. Listen now.Sponsored by:This episode is brought to you by our Silver Sponsor, Next Level Growth.They help COOs and leadership teams build Elite Organizations through a proven, customizable framework built around the Five Obsessions of Elite Organizations.If you and your leadership team are ready to operate at the next level, take the Elite Organizations Assessment and receive a free 20-page customized report based on your answers, plus a complimentary one-hour coaching session with a Next Level Growth Partner and Business Guide to begin implementing tools that will help you build an even more elite business.Complete the assessment here to get started - nextlevelgrowth.com/cooassessmentTimestamped Highlights02:35 Employee 200 at a "tiny little company" called ExactTarget03:15 Filing an S-1 in 2008, right as the markets fell apart03:50 Why the growth never actually slowed down05:37 The years between Salesforce and ActiveCampaign08:50 Walking into KKR and asking, "Barbarians at the Gate?"10:38 The boardroom lesson from a business with declining growth12:38 What an MBA is actually good for13:38 Reading Salesforce's income statement before SaaS was cool14:48 The 54% lever that only works while growth holds15:52 Quitting his job to raise money with twins on the way16:32 Why ActiveCampaign came looking for him19:23 Why the role was never about empire building21:46 Winning over the people who wanted his seat25:11 How you know when you know enough to decide26:24 What ActiveCampaign really does34:47 Why every non-finance leader should learn the numbers37:25 The advice he would give his 21-year-old selfAbout the GuestSameer Kazi was serving as President of ActiveCampaign at the time of this recording, the first person to hold that title in the company's history, reporting to founder and CEO Jason VandeBoom. A veteran SaaS operator, he was an early executive at ExactTarget (employee 200) through its acquisition by Salesforce and ran EMEA operations from London. He later served as interim CEO of Simply Measured and CEO of Cheetah Digital, and worked alongside investors including KKR and Bessemer. He holds an MBA and describes himself as a sleeves-rolled-up, sweat-the-details operator. Sameer is now the Chief Executive Officer at Pantheon Platform.
Send us Fan MailWhere should AI stop and a human step in? Rebecca Stone has spent 20 plus years finding the line.Rebecca Stone, Chief Customer and Marketing Officer at Plume, joins Yanique Grant to unpack why clean, centralized data is the real foundation of customer experience, and where AI should augment the journey versus where a human relationship has to show up. From the name problem that makes one customer look like four, to using AI to carry context across every support tier, to building high performing teams, Rebecca shares practical moves any leader can use.In this episode:- The first move to make when your customer data is messy - Where AI ends and human connection has to begin - Using AI to carry customer context across every support tier - The tools Rebecca can't live without: Claude, Gong, Salesforce, Marketo - Building high performing teams with The Five Dysfunctions of a Team - The Colin Powell quote that keeps her on trackFeatured resources:Book: Made to Stick by Chip Heath and Dan HeathBook: The Five Dysfunctions of a Team by Patrick LencioniClaude (AI for building presentations and freeing up time)Gong (conversation intelligence and customer context)Salesforce (CRM and customer data)Marketo (marketing automation)Connect with the guest:LinkedIn: Rebecca Stone, connect and send her a messageCompany: PlumeFollow the show: X @NavigatingCX and join our private Facebook group, Navigating the Customer Experience Community. Hosted by Yanique Grant.
In this week's One Vision Podcast, Theodora Lau hosts Kathryn Outlaw, Co-Founder and COO of Spheros, a B2B SaaS platform that aims to unify client data into a single source of truth, enabling accurate, consented data sharing and supporting reliable AI agents. Kathryn talks about her entrepreneurial journey, the inspiration behind the startup, and the goal of making Spheros as essential as DocuSign for onboarding.
Danny Nathan and Danny Moses discuss recent Treasury Secretary Bessent comments and plans to increase long-dated Treasury buybacks, arguing the amounts are largely signaling, yields quickly reverted, and the move effectively constrains Fed Chair Warsh ahead of Jackson Hole and a potential September hike. They connect rising yields, debt/deficits, inflation pressures, dollar/yen dynamics, and Bank of Japan policy to higher market volatility, tighter funding conditions, and renewed interest in gold, while noting capital may favor high-grade corporates over Treasuries. They review Walmart's earnings beat but same-store-sales miss and valuation-driven selloff as a consumer and defensives litmus test. Looking ahead, they frame Nvidia, Salesforce, and CrowdStrike earnings as key narrative tests for AI demand, software AI strategy, and cybersecurity, and they flag scrutiny around Carvana's loan sales and potential related-party buyers. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
In this episode, Bradley sits down with Dave Moudy, creator of Portwood, a completely free, natively built Salesforce document generation app that is now ranked number 12 on the Agent Exchange globally. Dave walks us through the full origin story, from a lead generation idea at a consulting firm to a growing business with over 1,200 installs and 10 to 20 new leads coming in daily. If you have ever thought about building your own app, or if you just need a free, powerful document generation tool in your Salesforce org, this one is for you. Timestamps: 0:45 - Introduction and What Portwood Does 4:10 - The Origin Story: Where the Idea Came From 8:26 - From Passion Project to Business: The Consultancy Chapter 19:02 - Intellectual Property and Leaving the Consultancy 24:22 - Getting Approved on the Agent Exchange 35:08 - Pricing a Free App and the Business Model Behind It 45:00 - AppExchange Amplified and Community-Led Marketing 57:55 - Scaling the Business: Hiring, Mindset, and Thick Skin Links and Resources: Dave Moudy/Portwood LinkedIn: https://www.linkedin.com/company/portwoodllc Portwood Website: https://portwood.dev/ AgentExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=5a580bd8-2745-41e5-b62c-c495957857d3 Talent Stacker: https://talentstacker.com/appexchange-amplified-application/ https://talentstacker.com/appexchange-amplified-talent-show-building-a-real-world-salesforce-pdf-solution-with-portwood-docgen/
Buyers have more information than ever, but that does not mean they have more confidence.In this episode, John sits down with Zachary Gropper, Founder and CEO of Insight Revenue, to talk about Challenger, platform sales, AI research, buyer validation, and why old sales motions are breaking under modern buying pressure. Zachary brings a practical lens from his years around CEB, Gartner, Challenger, Pavilion, and the teams now trying to sell more complex platform solutions in a market full of stalled deals.If you are in sales, leadership, enablement, or go-to-market strategy, this conversation gives you a clearer way to think about insight, trust, buyer confidence, change management, and what sales reps still need to do when buyers already show up with AI-generated research.Want to build a stronger sales motion before buyers get even harder to move? Visit Visit www.jbarrows.com and learn how you can Make It Happen.What You'll LearnWhy simply sending methodology books does not change sales behaviorHow AI can make reps sound smart while weakening real credibilityWhy buyers now need validation and trust before they commitHow platform sales require change management, not just product positioningWhy sellers need to build a bridge from customer strategy to the outcomeWhy asking why matters when buyers come to the call with AI researchZachary Gropper is Founder and Chief Executive Officer of Insight Revenue. With more than twenty years studying the art and science of B2B sales and marketing best practice at CEB, Gartner, Challenger, and Pavilion, he helps commercial teams bring repeatable practices, processes, and go-to-market strategies into companies of any size or industry.Connect with Zachary Gropper:Facebook: https://www.facebook.com/zgropper/LinkedIn: https://www.linkedin.com/in/zgropper/Learn more About Insight Revenue:Website: https://www.insightrevenue.com/LinkedIn: https://www.linkedin.com/company/insightrevenue/Youtube: https://www.youtube.com/channel/UCutptmXap5pi5PuPZcU1fDQJohn Barrows is a sales trainer, speaker, and founder of JB Sales with over 25 years of experience in the industry. He has made hundreds of cold calls a week, led startups to acquisition, and trained high-performing teams at companies like Salesforce, LinkedIn, Amazon, and Okta. Through JB Sales, John focuses on practical sales execution—helping reps fill pipeline, close deals, and build trust with buyers in today's AI-driven sales environment.Connect with John Barrows:LinkedIn: https://www.linkedin.com/in/johnbarrows/ Instagram: https://www.instagram.com/johnmbarrows/ TikTok: https://www.tiktok.com/@johnmbarrows Check out John's Membership: https://go.jbarrows.com/ Join John's Newsletter: https://www.jbarrows.com/newsletter
CJ sits down with Rebecca Schwartz of Tabs, Fred Havemeyer of Fleet AI, and Rahul Rekhi of Rogo for a live conversation about what it actually takes to build an AI-native company. —SPONSORS:RightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNhttps://www.tabs.com/https://fleetai.com/https://www.rogo.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro1:16 Welcome to Run the Numbers3:17 Meet the Panel: Rebecca, Fred, Rahul9:52 How Rogo Found PMF13:47 How Tabs Found PMF14:51 Growth Rates: Headcount and Revenue16:23 The Real Hiring Constraint17:21 What "Forward Deployed" Actually Means18:53 What's Blocking AI Adoption Now20:19 How Sales Hiring Has Changed24:34 How Go-to-Market Has Changed25:28 Pricing Models: Then vs. Now28:18 Tabs' Pricing Evolution29:20 What the Finance Team Looks Like31:00 How Far You Can Push Outsourced Accounting32:43 Managing AI Gross Margins35:07 The North Star Metric for AI Companies37:02 Token Spend vs. Per-Seat Pricing39:34 Asking Better Questions: What Counts as ARR41:38 Biggest Bug in Cash to Collections43:05 Closing Advice for Founders
Meghan Gendelman, CMO, B2B at Canva, joins That's What I Call Marketing to discuss B2B marketing, enterprise growth, building demand and how Canva is taking a hugely successful product-led business further into the enterprise. This conversation gets into what building a B2B growth engine actually requires: understanding customers, combining product-led and sales-led growth, building brand before buyers enter the market, using data properly and working out where AI genuinely adds value.In this episode, we cover:– Why Meghan believes B2B marketing is anything but boring, particularly when you are dealing with complex buying committees, long consideration periods and multiple decision-makers– Why customer insight still matters more than tools, including Meghan's experience of using AI to scale content for GEO and discovering that faster content without anything new or useful simply didn't work– How brand, customer entry points and buying signals help marketers influence customers long before they reach a website or speak to sales– Why Meghan believes every good marketer needs to become comfortable with data, pipeline and the commercial numbers behind the business– How Canva is thinking about AI, LLMs, design, brand governance and integrations with platforms including ChatGPT, Claude and Gemini– What Meghan learned from more than a decade at Salesforce, her time at DocuSign and the process that led her to become Canva's first B2B CMO– How she leads global marketing teams through clear values, trust, vulnerability and knowing the difference between “smoke” and “fire”We also discuss the changing B2B buying journey, why much of the decision can happen before a buyer identifies themselves, the role of brand in demand generation and why B2B and B2C marketing are becoming less distinct than marketers sometimes assume.A useful listen for marketers interested in B2B marketing, enterprise marketing, product-led growth, demand generation, brand building, AI in marketing, customer insight, sales and marketing, marketing leadership and commercial growth.02:12 Meghan's career across Salesforce, DocuSign and Canva03:03 Why everything starts with the customer05:44 The AI and GEO content experiment that failed07:18 Why B2B marketing is not boring10:30 Leading global marketing teams through values and trust11:41 Smoke, fire and knowing when leaders need to get involved12:47 Why Meghan joined Canva14:46 Canva's 30–40 hour B2B marketing interview challenge16:15 Taking Canva from product-led growth into enterprise17:04 Product-led growth versus sales-led growth19:47 How B2B buying decisions are changing22:08 Why every marketer needs to understand data23:13 Meghan's Monday morning pipeline ritual24:21 Learning from other marketing leaders25:00 Remote work, offices and building global teams27:39 Why EMEA is not one market28:40 Keeping Canva simple as the platform expands29:11 Canva as an AI-powered design platform30:27 Canva, ChatGPT, Claude, Gemini and the LLM ecosystem31:47 Building Canva's B2B and enterprise brandAbout Meghan GendelmanB2B at Canva, leading its B2B marketing strategy as Canva continues to grow its enterprise business. Before Canva, Meghan held senior marketing roles at DocuSign and spent more than 12 years at Salesforce across areas including customer success, product marketing, growth marketing, field marketing, demand generation and regional marketing leadership.This episode was recorded as part of the That's What I Call Marketing Cannes Sessions and produced in partnership with The Digital Voice.The Digital Voice: https://www.thedigitalvoice.co.uk/That's What I Call Marketing is the podcast for marketers who care about brand, B2B, creativity, effectiveness and the future of the profession.Follow the show for more conversations with CMOs, marketing leaders, agency leaders, professors, authors, thinkers and practitioners.Find more episodes at:https://www.thatswhaticallmarketing.comThat's What I Call Marketing is where marketers come for real conversations about brand, B2B, creativity, effectiveness and the future of the profession.Hosted by Conor Byrne, the show features conversations with CMOs, marketing leaders, agency leaders, authors, thinkers and practitioners about what good marketing looks like in practice.Listen, follow and find more episodes at: https://www.thatswhaticallmarketing.comConnect with Conor on LinkedIn: https://www.linkedin.com/in/conorbyrneirl/If you enjoy the show, please follow, subscribe and leave a review. It helps more marketers find the conversations. Hosted on Acast. See acast.com/privacy for more information.
What happens when AI stops being impressive in demos—and starts helping us fight cancer, transform how companies operate, and attract hundreds of billions of dollars in investment?That shift may already be underway. This week brought some of the strongest signals yet that AI's impact is moving beyond better chatbots. From personalized cancer treatments and dramatically earlier detection to autonomous business workflows and AI-powered scientific research, the conversation is increasingly about measurable outcomes.For business leaders, there's an equally important takeaway: the competitive advantage may no longer come from choosing the “best” AI model. It may come from giving AI the right context about your business.Anthropic's own sales team provides a striking example. By connecting Claude to systems including Salesforce, Apollo, Common Room, and Gong, the company reports cutting manual work by 70%. The lesson is simple: smarter models help, but AI becomes dramatically more useful when it understands your data, workflows, processes, and preferences.And that's only the beginning.In this session, you'll discover:Why new developments in personalized mRNA cancer treatment could represent an important milestone for AI-assisted healthcare.How AI is helping researchers detect and understand cancer earlier and with greater precision.How Anthropic is using AI workflows to reduce manual sales work by 70%.How AI systems are beginning to learn the way people work and turn repetitive activities into automations.How increasingly capable open models could dramatically change the cybersecurity threat landscape.How AI is accelerating drug discovery and complex scientific analysis.How AI-assisted coding and agentic development continue to change software creation.Why an extraordinary amount of capital is flowing into AI infrastructure and applications—including a proposed $500B financing platform around NVIDIA infrastructure, Databricks' $5B raise, and major funding rounds across the ecosystem.About Leveraging AIMulti-Agent Orchestration Course: https://multiplai.ai/multi-agent-orchestration-course/YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/eventsIf you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!
In this Marketing Over Coffee: Learn about treating AI like workers, outcomes over use cases, agentic, and more!! Direct Link to File Talking with Lauren, the CMO of Asymbl at Salesforce Connections Lauren was part of ExactTarget which was acquired by Salesforce in 2012. We’ve talked about Chris Baggott and Douglas Karr over the years. […] The post Lauren Esposito on Workforce Orchestration! appeared first on Marketing Over Coffee Marketing Podcast.
In this episode of Run the Numbers, CJ sits down with Wisam Hirzalla, Head of Product at Stripe Billing, to trace the full journey of a dollar—from product packaging and pricing through quoting, contracts, billing, tax, collections, and revenue recognition.—SPONSORS:Anrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/wisam-hirzalla-9b20a91/Company: https://stripe.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 What Drives Billing Downstream1:41 Welcome to Run the Numbers2:37 Wisam's Path to "Queen of Billing"4:55 What Head of Billing at Stripe Entails5:45 Defining Quote-to-Cash7:50 Layer 1: Pricing and Packaging Mistakes14:46 Pricing Models Rising Because of AI18:11 Layer 2: Inside a Quote19:27 Why Enterprise Deals Get So Messy24:38 Layer 3: Contracting27:21 Layer 4: Billing30:15 Why Usage-Based Billing Is So Complex34:51 Tokens as a Pricing Unit36:57 Billing's Move Out of the ERP39:53 Layer 5: Provisioning and Entitlements43:36 Layer 6: Tax44:27 Layer 7: Getting Paid48:18 Layer 8: RevRec50:52 When Billing Stopped Being Back Office51:47 Asking Better Questions Segment52:28 Will AI Replace Finance Jobs
The federal government will spend about a trillion dollars on interest this year, roughly what it spends on national defense, and every rate increase makes that number larger. We will explain why the government's own borrowing costs now shape monetary policy, what that means for long-dated bonds, and why central banks around the world are buying gold at the fastest pace in years.Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Market Wrap, Valero Energy Corporation (VLO), Marathon Petroleum Corporation (MPC), Phillips 66 (PSX), Car Makers and Motor Oil, The Trillion-dollar Interest Bill Nobody Votes On, Avantis International Equity ETF (AVDE), Short Selling vs Put Options, Chevron Corporation (CVX), Salesforce, Inc. (CRM), ServiceNow, Inc. (NOW).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Dan Nathan hosts FirstMark Capital partner David Waltcher at the firm's HQ to discuss Waltcher 's path from an Accel internship to investing in enterprise software, security, and AI. They compare the consumer-to-SaaS shift, the post-2021 “SaaSpocalypse,” and how public markets can overreact to AI narratives, using Salesforce as a system-of-record case study. Waltcher argues many incumbents will prove durable due to switching costs, ecosystems, and trust, while M&A is accelerating amid volatile publics, strong buyers, and fast-growing AI businesses, citing deals like Stripe–OpenRouter and interest in Workday. The conversation turns to Chinese and open models driving token cost deflation and model routing, and to rising security threats, including agent-related incidents, fueling demand. Waltcher highlights FirstMark investments Onyx (agent security), Nebulock (agentic threat hunting), and Tracebit (assume-breach deception), and says innovation risk is highest if recession or a market crash hits, not from AGI timing debates. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
In this episode of The Brainstorm, Sam and Frank dig into the rumors of a multi-trillion-dollar Anthropic initial public offering (IPO). A company that started the year at $9 billion in run rate revenue may now be approaching $70 billion, adding more than a whole Salesforce in revenue in less than a year. The team walks through what a $2 trillion valuation would actually imply, why that multiple could land below public AI winners like Palantir and Cloudflare, and what the S1 might reveal about profitability. Then the conversation turns to the Pareto Frontier, where 14 of the 16 most cost-efficient models are proprietary, Google has none, and SpaceX AI has clawed its way back with Grok 4.6 and Grokbot.Key Points From This Episode:Why Anthropic's reported run rate makes a $2 trillion IPO look cheapWhat the S1 could reveal about profitability, and why the token subsidy bear case may not holdHow the Pareto Frontier reshuffles the model race, and why Google is currently off itTotal Addressable Market (TAM) refers to the total money or customers you could get if 100% of people buy your product or service.Venture Capital (VC) refers to a type of funding where investors give money to new or small businesses in exchange for a share of ownership.If you know ARK, you know we focus on long-term innovation. But that doesn't mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we're bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what's shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
On this week's show Patrick Gray and James Wilson are joined by guest co-host Dmitri Alperovitch to talk through the week's news, including: Trump's memo authorising the private sector to release the cyber hounds is fine, don't worry! OpenAI finally decides to add a few safety measures after the whole “oopsie we committed some felonies” thing Anthropic's models start a turf war when given the same task, surprising… nobody We can't figure out whether a device that can hack a 737 is showboating stunt hacking or … something more real-world cool. Or both. Or something. Much, much more This week's show is brought to you by threat hunt and detection platform Nebulock. Founder and CEO Damien Lewke joins Pat to chat about what it looks like when you try to reinvent the SIEM in 2026 on a clean sheet of paper. This episode is also available on YouTube Show notes Trump signs memo authorizing private sector to launch cyberattacks | washingtonpost.com Trump taps cyber firms to go on offensive against criminals | therecord.media OpenAI Overhauls Safety Protocols After Its AI Agents Went Rogue | wired.com Pacing model development in an era of cyber-critical capabilities | Anthropic set AI agents loose on the same task. They started a turf war. | TechCrunch Security Researchers observe first ‘near-autonomous' AI attack on government target in Taiwan | cyberscoop.com Researchers find AI-powered hacking tools for sale in underground forums | Cybersecurity Dive Terabytes of credentials leaked in massive supply-chain attack | arstechnica.com Trivy, Not LiteLLM Behind the 2,500 Org Compromise | securityweek.com Ukraine says cyberattack hit Russian e-commerce giant Wildberries amid drone strikes | The Record ‘Unprecedented' number of Apple users received recent spyware alert, say investigators | TechCrunch Security This Coin-Sized Device Can Hack a Boeing 737 | wired.com "City-Forum" data-theft attacks target Salesforce, ServiceNow portals | BleepingComputer Max severity SAP Commerce Cloud flaw now targeted in attacks | BleepingComputer Shell investigates 'potential incident' after Clop data theft claims | BleepingComputer Philips and GE investigating Clop ransomware data theft claims | BleepingComputer Uber Freight reportedly investigating after hacking group claims data breach | TechCrunch Security Details emerge on BlackFile's recent attacks on financial companies | cyberscoop.com After Microsoft threatened legal action, a security researcher publishes a new Windows zero-day bug | TechCrunch Security Kimwolf botnet rebuilt to survive takedowns, researchers say | cyberscoop.com Hundreds of fake Chrome VPN extensions route traffic through a proxy | BleepingComputer Deepfake hiccup unmasks suspected digital certificate fraudster | theregister.com Vulnerability giving attackers full control of Macs is under active exploitation | arstechnica.com Critical VMware vCenter RCE flaw exploited for reverse SSH access | BleepingComputer Poland probes MyDr healthcare software breach potentially affecting 19 million people | therecord.media Crypto hardware wallet owners face fresh security risks after recent spate of personal data thefts | TechCrunch Security [un]prompted.au — AI × Cybersecurity Conference · Sydney, 18–19 September 2026 | [un]prompted.au
AI adoption is upending marketing budgets. Katrina Wong, Chief Marketing Officer at New Relic, brings 20+ years leading marketing and go-to-market strategy across enterprise tech companies including Twilio Segment, Hired, Zuora, Salesforce, and SAP. She discusses experimenting with OpenAI's ChatGPT app program despite unproven ROI, treating emerging AI platforms as a budget hypothesis rather than a guaranteed channel, and rethinking SEM investment as LLMs become a default search interface.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
AI is forcing us to rethink a question most organizations have avoided for years: what is uniquely valuable about human work when intelligence itself is no longer scarce?Tatyana Mamut, CEO of Wayfound and former CPO of Nextdoor, joins me to explore AI adoption through a lens that goes beyond software. Drawing on her background in anthropology, economics, organizational design, and product leadership, Tatyana explains why the real challenge is designing the rules, tools, norms, incentives, and relationships that shape how humans and AI agents work together.We get practical about what this means at both an individual and organizational level. We explore the human capabilities that become more valuable as AI takes on more routine mental work, why fear leads companies into bad AI decisions, how poorly designed incentives can push agents toward unexpected behavior, and why the subject-matter experts closest to the work need to become responsible for managing the agents operating alongside them.Key TakeawaysHuman comparative advantage is changing: As AI takes on more mental work, people need to rethink where their uniquely human value comes from.Develop taste, judgment, relationships, and performance: Tatyana sees these as practical areas where people can complement AI rather than compete with it.AI adoption is an organizational design problem: Success depends on redesigning rules, tools, norms, incentives, and accountability around the technology.Goals and guardrails can still produce the wrong behavior: An agent may follow its objective while still acting against the organization's intent, as Tatyana's refund example shows.Subject-matter experts need to become agent managers: The people closest to the work must be able to monitor, correct, and improve the agents operating in their domain.Additional InsightsOrganizational culture can be consciously designed: Tatyana frames culture as the interaction of rules, tools, and unwritten norms that shape behavior.Relationships become more valuable as outreach gets automated: When AI increases the volume of generic communication, trust and genuine relationships become more important.AI can generate options, but humans still decide what matters: Judgment becomes critical when the challenge shifts from what can be done to what is worth doing.Small failure rates compound across multi-agent systems: Edge cases that seem minor with one agent can become more significant as agents are connected into workflows.Building an agent and managing one are different jobs: Engineering can help create the agent, but functional owners must take responsibility for its ongoing performance.Episode Highlights00:00 - Episode RecapTatyana frames the AI shift as a deeper question about what it means to create value as a human when intelligent systems increasingly share responsibility for thinking and decision-making.02:10 - Guest Introduction: Tatyana MamutI introduce Tatyana Mamut, CEO of Wayfound and former CPO of Nextdoor, whose experience across anthropology, organizational design, and product leadership shapes her approach to human and AI systems.05:06 - From Economics to AnthropologyTatyana explains how the failure of economic models to predict events such as Russia's 1998 economic collapse pushed her toward studying the mental models and social institutions that shape human behavior.08:07 - Designing Culture Through Rules, Tools, and NormsTatyana breaks organizational culture into practical components, showing how formal rules, available technologies, incentives, status, beliefs, and unwritten norms interact to shape behavior.13:16 - The Multi-Sapiens WorkplaceTatyana argues that AI is forcing people to reconsider their comparative advantage as humans as intelligent systems begin participating in higher-level thinking and decision-making.18:42 - Four Human Capabilities to DevelopTatyana identifies taste, judgment, relationships, and performance as four areas people can strengthen as AI absorbs more routine mental work.23:32 - Why Human Relationships Matter MoreBarry and Tatyana discuss how automation can remove administrative work while making authentic relationships, lived experience, trust, and storytelling increasingly valuable.27:21 - Fear Is the Enemy of ProgressTatyana explains how fear can push organizations either to rush into AI using outdated assumptions or retreat when the technology does not behave like traditional software.29:11 - AI Agents Need Different SupervisionTatyana describes why AI agents require governance and oversight based on organizational context, including goals, rules, norms, and definitions of what good performance looks like.31:32 - The Incentive ProblemThe conversation turns to how model behavior and organizational goals interact, including Tatyana's view that sycophantic behavior can create unexpected feedback loops in production agents.32:34 - When an Agent Breaks the Intent of the RuleUsing a customer service example, Tatyana shows how an agent trying to maximize case closure and customer satisfaction can suggest a refund even when its guardrails tell it not to.38:59 - Escaping Endless Pilot ModeBarry explores why uncertainty can keep organizations trapped in experimentation rather than allowing AI systems to move into real operating environments.40:10 - Who Owns the Agent After Deployment?Tatyana argues that the functional experts closest to the work need direct responsibility and visibility once an AI agent is operating in production.44:41 - Treat AI Agents Like New EmployeesTatyana compares engineering teams to recruiters who can help bring an agent into the organization, while the business owner remains responsible for coaching, compliance, and ongoing performance.46:14 - Closing ReflectionsBarry closes by reflecting on the emerging skills leaders and individuals will need as they learn to manage systems in which humans and AI agents increasingly work together.FAQsQ1. What human skills become more valuable as AI takes on more work?Tatyana highlights four areas: taste, judgment, relationships, and performance. Her argument is that AI may generate options, perform routine mental work, and help with administration, but humans still create value by deciding what is good, what is worth doing, whom to trust, and how to motivate or persuade other people.Q2. What does Tatyana Mamut mean by a “multi-sapiens workplace”?She uses the phrase to describe a workplace where humans are no longer the only entities carrying out higher-level thinking and decision-making. In that environment, organizations need new rules, tools, and norms for determining how humans and AI systems work together and where responsibility sits.Q3. Why does Tatyana say AI adoption is an organizational design challenge?Because deploying an AI system changes more than the technology stack. Organizations also have to consider incentives, governance, supervision, communication, accountability, cultural norms, and who has the authority to evaluate and correct an agent's behavior.Q4. Why do AI agents need supervision even when they have guardrails?Tatyana explains that an agent can technically pursue its assigned goal while still behaving in a way the organization did not intend. Her customer service example shows an agent suggesting a refund because doing so could resolve the case and improve customer satisfaction, despite instructions designed to prevent refunds.Q5. Who should manage AI agents after they are deployed?Tatyana argues that responsibility should move toward the subject-matter experts who understand the work the agent performs. Engineering or IT may build and deploy the system, but salespeople should oversee sales agents, finance teams should oversee finance agents, and other functional experts should have direct access to monitor, correct, and improve their agents.Useful ResourcesTanyana Mamut on LinkedIn - https://www.linkedin.com/in/tmamut/ Wayfound - https://www.wayfound.ai/ Artificial Organizations - https://geni.us/artificialorgs Nextdoor - https://blog.nextdoor.com/ Claude - https://claude.com/ Salesforce -
Tim Shea is the founder and CEO of LatticeWork Insights, where he has spent a decade helping DTC and retail brands untangle data spread across dozens of disconnected platforms. Before that, he built a 25 year career across software engineering, data, and advertising, including years selling data solutions into major media agencies.Most brands have data trapped in Meta, Google, TikTok, Shopify, Amazon, QuickBooks, Salesforce, and Klaviyo, and stitching it together every week eats up expensive leadership time. Tim argues this manual reporting cycle is a hidden cost most founders never account for.The conversation covers when a brand is actually ready to invest in analytics, why LTV and CAC are stories rather than single numbers, and why he tells clients to fund analytics the same way they fund ad spend, expecting a real return. Tim also breaks down where AI genuinely helps data teams and where it creates expensive slop instead.Listeners walk away with a clearer framework for knowing when their reporting problem is actually a decision-making problem, and what it costs to keep ignoring it.Website: https://expanio.com/Podcast website: https://expanio.com/commerce-untold-podcast/Eitan Koter's LinkedIn: https://www.linkedin.com/in/eitankoter/YouTube: https://www.youtube.com/@CommerceUntoldGuest: Tim Shea, Founder and CEO, Latticework InsightsTim Shea's LinkedIn: linkedin.com/in/sheaninesevenMilked Media: https://latticeworkinsights.com/Key Takeaways:Manual reporting across 10-30 disconnected platforms quietly costs brands far more than the software itselfLTV and CAC are not single numbers, they're stories shaped by cohort, channel, and buying behaviorAnalytics should be funded and measured like ad spend, with an expected return above one dollar per dollar spentThe biggest unlock often comes from getting a company to agree on one true north metric, not adding more dashboardsAI is useful in the hands of people who already know how to architect a solution, and dangerous in the hands of people who don'tThe right time to invest in data infrastructure is after product-market fit, not before itChapters: [00:11] Introduction and meeting Tim Shea [00:37] Getting thrown out of a sales pitch and the origin of LatticeWork Insights [03:00] Listening to customer pain over pitching product [04:25] The real cost of data spread across 10-30 platforms [05:03] Manual reporting and the hidden cost to leadership time [08:58] Blending data analytics with intuition [09:32] LatticeWork's process for a new client engagement [13:14] When brands should NOT reach out, and when they should [16:36] Common implementation challenges and getting teams aligned [18:57] Why analytics should be funded like an ad spend [21:44] Where AI actually helps, and where it creates slop [26:40] What brands get wrong when working with agencies [29:49] Tim's ideal customer [31:13] How to find LatticeWork Insights [31:58] Closing thoughts
Revenue Generator Podcast: Sales + Marketing + Product + Customer Success = Revenue Growth
AI adoption is upending marketing budgets. Katrina Wong, Chief Marketing Officer at New Relic, brings 20+ years leading marketing and go-to-market strategy across enterprise tech companies including Twilio Segment, Hired, Zuora, Salesforce, and SAP. She discusses experimenting with OpenAI's ChatGPT app program despite unproven ROI, treating emerging AI platforms as a budget hypothesis rather than a guaranteed channel, and rethinking SEM investment as LLMs become a default search interface.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Amanda Natividad joins the show to rework the opener of her keynote with Jay. It's extremely data-heavy and leads to a lot of "throat-clearing" by Amanda, which she notices rewatching it.Making things harder, she was introduced onto the stage in a strange way, presenting her with a tricky decision: acknowledge it or push ahead?Amanda is the author of the book, Zero Click Marketing: How to Build Brands and Earn Customers on a Traffic-Starved Web, which she coauthored with Rand Fishkin.WATCH THE KEYNOTE PUNCH-UP:https://youtu.be/cBRIKNYnFx4?is=X9SqqELKNjAOZwioLearn more about Amanda at https://zeroclickmarketing.co/ and follow her at https://linkedin.com/in/amandanat Watch the full keynote from MicroConf: https://linkedin.com/in/amandanat*KEEP LEARNING:
AI role-play is not another tool to dump on your sales team.In this episode, John sits down with Neha Gupta, Founder and CEO of Breakthrough AI, to talk about why traditional role-play fails, why managers are often asked to coach without the tools or time to do it, and how AI can help reps practice hard conversations before the pressure hits. Neha breaks down what makes AI role-play feel realistic, why audio can be more effective than distracting avatars, and why adoption depends on structure, leadership energy, and deliberate practice.If you are in sales, leadership, enablement, RevOps, or any role responsible for improving rep performance, this conversation gives you a practical way to think about AI coaching, realistic role-play, feedback loops, remote sales teams, and the communication skills that still separate good reps from average ones.Want to help your team practice before the pressure hits? Visit www.jbarrows.com and learn how you can Make It Happen.What You'll LearnWhy traditional role-play feels awkward, subjective, and hard to scaleHow AI role-play can help reps build realistic muscle memory before live conversationsWhy sales managers are often expected to coach without enough tools, time, or trainingHow leadership energy and structure can make AI training adoption actually workWhy remote teams lost some of the bullpen learning that used to happen naturallyWhy communication skills need deliberate practice before the pressure moment hitsNeha Gupta is the Founder and CEO of Breakthrough AI, a practice-first AI coaching platform helping teams master the high-stakes conversations that shape performance, client relationships, and career growth. With more than twenty years of experience across client management, strategic marketing and sales, growth strategy, brand marketing, product marketing, and business development, Neha is focused on helping teams spot communication blind spots, strengthen feedback processes, and build stronger practice loops.Visit https://joinbreakthrough.ai/ to see Breakthrough AI in action, including a demo comparing weak versus strong responses to price objections.Connect with Neha Gupta:LinkedIn: https://www.linkedin.com/in/nehagupta/John Barrows is a sales trainer, speaker, and founder of JB Sales with over 25 years of experience in the industry. He has made hundreds of cold calls a week, led startups to acquisition, and trained high-performing teams at companies like Salesforce, LinkedIn, Amazon, and Okta. Through JB Sales, John focuses on practical sales execution—helping reps fill pipeline, close deals, and build trust with buyers in today's AI-driven sales environment.Connect with John Barrows:LinkedIn: https://www.linkedin.com/in/johnbarrows/ Instagram: https://www.instagram.com/johnmbarrows/ TikTok: https://www.tiktok.com/@johnmbarrows Check out John's Membership: https://learn.jbarrows.com/pages/individual-packages?utm_source=youtube&utm_medium=social&utm_campaign=podcast Join John's Newsletter: https://www.jbarrows.com/newsletter
Front CFO & COO Meredith Finn joins CJ to explain why finance leaders are taking on more of the operator's job. They break down the CFO-COO dual mandate, how Front funds new bets inside a mature SaaS business, why AI requires more coordination than simply handing everyone new tools, and how finance teams should think about the growing cost of AI.—SPONSORS:Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/meredithfinn1/Company: https://front.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Adam Swiecicki - CFO of Ripplinghttps://youtu.be/JyGJVpmZNacAurélien Nolf - CFO of Navanhttps://youtu.be/siwzJSRXAvY—TIMESTAMPS:0:00 The CFO/COO Dual Mandate1:45 Welcome to Run the Numbers2:52 Front's In-House Podcast Studio3:41 Meredith's Investment Thesis on Front7:21 The "Portfolio Career" Analogy8:35 What She Had to Unlearn as an Operator13:13 Books on Strategy vs. Execution16:17 When a CFO Should Also Be COO18:27 What the COO Hat Actually Covers20:20 Where the Two Roles Conflict25:42 Budgeting for AI Token Costs29:16 Using Internal Usage as a Benchmark35:40 Funding a Series A Bet Inside a Series D Company38:04 Sizing Bets: Core, Adjacent, Moonshot40:04 The Secret to Re-Accelerating Growth41:46 Going Deeper, Not Wider43:18 What the Pricing Overhaul Taught Her47:30 Why Customer P&L Matters50:11 Lightning Round Begins51:32 Advice to Her Younger Self52:33 Front's Finance Tool Stack53:21 Craziest Expense Ever#RunTheNumbersPodcast #CFOLife #FinanceLeadership #AIinFinance #SaaSGrowth
President Trump deputizes private-sector companies to target cybercriminals. The LiteLLM supply-chain attack exposed credentials belonging to thousands of organizations. Data-theft campaign targets misconfigured Salesforce and ServiceNow instances. Hackers deploy AI agents to breach Taiwanese government systems. CISA mandates urgent patch for actively exploited Cisco firewall vulnerability. Nightmare Eclipse publishes yet another Windows zero-day exploit. On our Industry Voices segment, Clint Gibler, Cyber Lead at OpenAI, and Robby Winchester, Chief Global Professional Services Officer at SpecterOps, discuss frontier models and the future of cyber defense. And please do not reply. Seriously. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today on our Industry Voices segment, Clint Gibler, Cyber Lead at OpenAI, and Robby Winchester, Chief Global Professional Services Officer at SpecterOps, speak with Dave Bittner at Black Hat about frontier models and the future of cyber defense, including responsible AI deployment, red teaming, reducing security noise, and the evolving role of human expertise in AI-assisted defense. If you enjoyed this conversation, be sure to check out the full interview here. Selected Reading Trump turns to private sector in offensive hacking operations memo (CyberScoop) Terabytes of credentials leaked in massive supply-chain attack (Ars Technica) "City-Forum" data-theft attacks target Salesforce, ServiceNow portals (BleepingComputer) 'Near-autonomous' AI agents attack Taiwan's nuclear safety agency (The Register) Cisco says software vulnerability could let hackers crash firewalls (Cybersecurity Dive) Microsoft-vendetta hacker has a new zero day that gives system privileges on fully patched Windows (The Register) Sensitive Info Goes Into ‘No Reply' Emails Constantly. This Guy Sees It All (WIRED) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc.
What happens to a brand when the story it tells about its AI adoption moves faster than the results it can actually show?Agility isn't about telling that story faster. It's about being able to change what you say — repeatedly, as the technology changes — without losing the thread of what your company is actually for.Today, we're going to talk about the widening gap between AI ambition and business reality, and what that means for enterprise marketing leaders. Specifically, we'll cover:- The shift from selling an AI vision to proving tangible value.- How AI is pushing marketing into closer alignment with product and revenue.- What it takes to build trust — inside the company and out — when the outputs of AI systems are hard to explain.To help me discuss this topic, I'd like to welcome, Mark Abramowitz, Chief Marketing Officer at Dataiku.About Mark AbramowitzMark Abramowitz is Chief Marketing Officer at Dataiku, The Platform for AI Success. In his role, he oversees global brand and demand strategy, and is responsible for building awareness of Dataiku as the platform that unifies people, governance, and AI systems to deliver real results at scale.Mark brings extensive experience scaling enterprise platform businesses. Prior to Dataiku, he served as SVP of Product and Solutions Marketing at ServiceNow, leading product marketing as the company scaled from $6 billion to nearly $11 billion in revenue and spearheading the launch of Now Assist—the fastest-selling product in ServiceNow history. Before ServiceNow, Mark spent 15 years at Salesforce and 5 years as SVP of Product Marketing for Service Cloud.Mark Abramowitz on LinkedIn: https://www.linkedin.com/in/markabramowitz/---------- Resources ---------- Dataiku: https://www.dataiku.comThe Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fChaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other GenAI tools. Learn more at trychaser.com and use code AGILEBRAND for a 3-month free trial (normal trial is 14 days).The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1Start building your own apps with Replit and get $20 off. Learn more: https://aglbrnd.co/r/93531742a7625a20Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716baCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.comThe Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.