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Live from Morgan Stanley's European Tech, Media and Telecom conference in Barcelona, our roundtable of analysts discuss artificial intelligence in Europe, and how the region could enable the Agentic AI wave.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European head of research product. We are bringing you a special episode today live from Morgan Stanley's, 25th European TMT Conference, currently underway. The central theme we're focused on: Can Europe keep up from a technology development perspective?It's Wednesday, November the 12th at 8:00 AM in Barcelona. Earlier this morning I was live on stage with my colleagues, Adam Wood, Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology Hardware. The larger context of our conversation was tech diffusion, one of our four key themes that we've identified at Morgan Stanley Research for 2025. For the panel, we wanted to focus further on agentic AI in Europe, AI disruption as well as adoption, and data centers. We started off with my question to Adam. I asked him to frame our conversation around how Europe is enabling the Agentic AI wave. Adam Wood: I mean, I think obviously the debate around GenAI, and particularly enterprise software, my space has changed quite a lot over the last three to four months. Maybe it's good if we do go back a little bit to the period before that – when everything was more positive in the world. And I think it is important to think about, you know, why we were excited, before we started to debate the outcomes. And the reason we were excited was we've obviously done a lot of work with enterprise software to automate business processes. That's what; that's ultimately what software is about. It's about automating and standardizing business processes. They can be done more efficiently and more repeatably. We'd done work in the past on RPA vendors who tried to take the automation further. And we were getting numbers that, you know, 30 – 40 percent of enterprise processes have been automated in this way. But I think the feeling was it was still the minority. And the reason for that was it was quite difficult with traditional coding techniques to go a lot further. You know, if you take the call center as a classic example, it's very difficult to code what every response is going to be to human interaction with a call center worker. It's practically impossible. And so, you know, what we did for a long time was more – where we got into those situations where it was difficult to code every outcome, we'd leave it with labor. And we'd do the labor arbitrage often, where we'd move from onshore workers to offshore workers, but we'd still leave it as a relatively manual process with human intervention in it. I think the really exciting thing about GenAI is it completely transforms that equation because if the computers can understand natural human language, again to our call center example, we can train the models on every call center interaction. And then first of all, we can help the call center worker predict what the responses are going to be to incoming queries. And then maybe over time we can even automate that role. I think it goes a lot further than, you know, call center workers. We can go into finance where a lot of work is still either manual data re-entry or a remediation of errors. And again, we can automate a lot more of those tasks. That's obviously where, where SAP's involved. But basically what I'm trying to say is if we expand massively the capabilities of what software can automate, surely that has to be good for the software sector that has to expand the addressable markets of what software companies are going to be able to do. Now we can have a secondary debate around: Is it going to be the incumbents, is it going to be corporates that do more themselves? Is it going to be new entrants that that benefit from this? But I think it's very hard to argue that if you expand dramatically the capabilities of what software can do, you don't get a benefit from that in the sector. Now we're a little bit more consumer today in terms of spending, and the enterprises are lagging a little bit. But I think for us, that's just a question of timing. And we think we'll see that come through.I'll leave it there. But I think there's lots of opportunities in software. We're probably yet to see them come through in numbers, but that shouldn't mean we get, you know, kind of, we don't think they're going to happen. Paul Walsh: Yeah. We're going to talk separately about AI disruption as we go through this morning's discussion. But what's the pushback you get, Adam, to this notion of, you know, the addressable market expanding? Adam Wood: It's one of a number of things. It's that… And we get onto the kind of the multiple bear cases that come up on enterprise software. It would be some combination of, well, if coding becomes dramatically cheaper and we can set up, you know, user interfaces on the fly in the morning, that can query data sets; and we can access those data sets almost in an automated way. Well, maybe companies just do this themselves and we move from a world where we've been outsourcing software to third party software vendors; we do more of it in-house. That would be one. The other one would be the barriers to entry of software have just come down dramatically. It's so much easier to write the code, to build a software company and to get out into the market. That it's going to be new entrants that challenge the incumbents. And that will just bring price pressure on the whole market and bring… So, although what we automate gets bigger, the price we charge to do it comes down. The third one would be the seat-based pricing issue that a lot of software vendors to date have expressed the value they deliver to customers through. How many seats of the software you have in house. Well, if we take out 10 – 20 percent of your HR department because we make them 10, 20, 30 percent more efficient. Does that mean we pay the software vendor 10, 20, 30 percent less? And so again, we're delivering more value, we're automating more and making companies more efficient. But the value doesn't accrue to the software vendors. It's some combination of those themes I think that people would worry about. Paul Walsh: And Lee, let's bring you into the conversation here as well, because around this theme of enabling the agentic AI way, we sort of identified three main enabler sectors. Obviously, Adam's with the software side. Cap goods being the other one that we mentioned in the work that we've done. But obviously semis is also an important piece of this puzzle. Walk us through your thoughts, please. Lee Simpson: Sure. I think from a sort of a hardware perspective, and really we're talking about semiconductors here and possibly even just the equipment guys, specifically – when seeing things through a European lens. It's been a bonanza. We've seen quite a big build out obviously for GPUs. We've seen incredible new server architectures going into the cloud. And now we're at the point where we're changing things a little bit. Does the power architecture need to be changed? Does the nature of the compute need to change? And with that, the development and the supply needs to move with that as well. So, we're now seeing the mantle being picked up by the AI guys at the very leading edge of logic. So, someone has to put the equipment in the ground, and the equipment guys are being leaned into. And you're starting to see that change in the order book now. Now, I labor this point largely because, you know, we'd been seen as laggards frankly in the last couple of years. It'd been a U.S. story, a GPU heavy story. But I think for us now we're starting to see a flipping of that and it's like, hold on, these are beneficiaries. And I really think it's 'cause that bow wave has changed in logic. Paul Walsh: And Lee, you talked there in your opening remarks about the extent to which obviously the focus has been predominantly on the U.S. ways to play, which is totally understandable for global investors. And obviously this has been an extraordinary year of ups and downs as it relates to the tech space. What's your sense in terms of what you are getting back from clients? Is the focus shifts may be from some of those U.S. ways to play to Europe? Are you sensing that shift taking place? How are clients interacting with you as it relates to the focus between the opportunities in the U.S. and Asia, frankly, versus Europe? Lee Simpson: Yeah. I mean, Europe's coming more into debate. It's more; people are willing to talk to some of the players. We've got other players in the analog space playing into that as well. But I think for me, if we take a step back and keep this at the global level, there's a huge debate now around what is the size of build out that we need for AI? What is the nature of the compute? What is the power pool? What is the power budgets going to look like in data centers? And Emmet will talk to that as well. So, all of that… Some of that argument's coming now and centering on Europe. How do they play into this? But for me, most of what we're finding people debate about – is a 20-25 gigawatt year feasible for [20]27? Is a 30-35 gigawatt for [20]28 feasible? And so, I think that's the debate line at this point – not so much as Europe in the debate. It's more what is that global pool going to look like? Paul Walsh: Yeah. This whole infrastructure rollout's got significant implications for your coverage universe… Lee Simpson: It does. Yeah. Paul Walsh: Emmet, it may be a bit tangential for the telco space, but was there anything you wanted to add there as it relates to this sort of agentic wave piece from a telco's perspective? Emmet Kelly: Yeah, there's a consensus view out there that telcos are not really that tuned into the AI wave at the moment – just from a stock market perspective. I think it's fair to say some telcos have been a source of funds for AI and we've seen that in a stock market context, especially in the U.S. telco space, versus U.S. tech over the last three to six months, has been a source of funds. So, there are a lot of question marks about the telco exposure to AI. And I think the telcos have kind of struggled to put their case forward about how they can benefit from AI. They talked 18 months ago about using chatbots. They talked about smart networks, et cetera, but they haven't really advanced their case since then. And we don't see telcos involved much in the data center space. And that's understandable because investing in data centers, as we've written, is extremely expensive. So, if I rewind the clock two years ago, a good size data center was 1 megawatt in size. And a year ago, that number was somewhere about 50 to 100 megawatts in size. And today a big data center is a gigawatt. Now if you want to roll out a 100 megawatt data center, which is a decent sized data center, but it's not huge – that will cost roughly 3 billion euros to roll out. So, telcos, they've yet to really prove that they've got much positive exposure to AI. Paul Walsh: That was an edited excerpt from my conversation with Adam, Emmet and Lee. Many thanks to them for taking the time out for that discussion and the live audience for hearing us out.We will have a concluding episode tomorrow where we dig into tech disruption and data center investments. So please do come back for that very topical conversation. As always, thanks for listening. Let us know what you think about this and other episodes by leaving us a review wherever you get your podcasts. And if you enjoy Thoughts on the Market, please tell a friend or colleague to tune in today.

Microsoft Patch Tuesday for November 2025 https://isc.sans.edu/diary/Microsoft+Patch+Tuesday+for+November+2025/32468/ Gladinet Triofox Vulnerability Triofox uses the host header in lieu of proper access control, allowing an attacker to access the page managing administrators by simply setting the host header to localhost. https://cloud.google.com/blog/topics/threat-intelligence/triofox-vulnerability-cve-2025-12480/ SAP November 2025 Patch Day SAP fixed a critical vulnerability, fixed default credentials in its SQL Anywhere Monitor https://onapsis.com/blog/sap-security-patch-day-november-2025/ Ivanti Endpoint Manager Updates https://forums.ivanti.com/s/article/Security-Advisory-EPM-November-2025-for-EPM-2024?language=en_US

The HR technology market is booming - but with so much innovation (and noise), how can HR leaders and investors tell what's truly transformative from what's just trendy? In this episode of the Digital HR Leaders Podcast, host David Green sits down with Thomas Otter, General Partner and Venture Capitalist at Acadian Ventures - a firm dedicated to investing in groundbreaking companies that make work better. With decades of experience spanning SAP, Gartner, and now venture capital, Thomas brings a rare 360-degree view of the HR tech ecosystem - from building and leading product teams to backing the next generation of innovators. Together, David and Thomas explore: Whether HR tech is going through a true transformation or simply evolving Where AI is actually making a difference, and where the hype is getting ahead of reality Why AI adoption remains slow for many organisations, and what leaders can do about it The traits and technologies that make HR tech startups stand out to investors The trends and breakthroughs shaping the next five years of HR technology and the future of work If you're an HR or people analytics leader, tech founder, or investor looking to cut through the noise and understand where HR tech is really headed, this is a conversation you won't want to miss. This episode is sponsored by TechWolf. TechWolf helps enterprises get fast, accurate, and actionable skills data—without surveys. From identifying the skills your workforce has to mapping what they need, TechWolf's AI integrates seamlessly with your existing systems to turn messy data into strategic advantage. Learn more at techwolf.com Hosted on Acast. See acast.com/privacy for more information.

Recorded live during Climate Week NYC, this episode explores how technology can accelerate the transition to a circular economy, not as a bolt-on fix, but as a built-in business strategy. Host Danielle Holly, Executive Lead for North America at the Ellen MacArthur Foundation, is joined by Jen Huffstetler (Chief Sustainability Officer, HP), Jim Sullivan (Head of Product Management, SAP), and Vrushali Gaud (Global Director of Strategy and Operations for Net Zero, Water, and Circularity, Google).Tune in to hear:Why AI and digital growth make circular strategies essential to meet rising material and energy demandsHow companies such as HP and Google are embedding circular design and open data into products and servicesWhat it takes to move from ‘bolt-on' fixes to ‘bolt-in' circular systems across business and financeThe biggest blockers and how collaboration can help solve themWhy pragmatism and focused collective action are key to turning ambition into measurable impactListen back to the series on why circular business models fail to scaleSign up for the Ellen MacArthur Foundation's North America newsletter

The strength of Journeys to Treasury (JTT) has always extended beyond the report itself. Its unparalleled value lies in harnessing the collective expertise of four leading institutions—BNP Paribas, PwC, SAP, and EACT—and their global networks of specialists. For a decade, a group of senior leaders have served as its stewards, opening their organisations, shaping its strategic direction, and ensuring its insights resonate with the treasury community worldwide.

"If your only role is cost management and processes, that's scary to me. The value of procurement is so much more than that." – Etosha Thurman, Chief Marketing Officer, Finance and Spend Management at SAP AI is rapidly changing procurement's mandate and the expectations that business leaders now have.  Technology is no longer just digitizing processes; it's opening the door to new operating models and deeper business impact. To thrive, procurement teams must deliver far more than savings. They must bring innovation, resilience, and data-driven influence to the table. In this episode, Philip Ideson welcomes Etosha Thurman, Chief Marketing Officer, Finance and Spend Management at SAP. Etosha's career spans sourcing at P&G to leading finance and procurement solutions at SAP. She shares stories and hard-earned insights on how AI is reshaping procurement, what it means for team structure, and why soft skills matter more than ever. Whether you're exploring practical use cases for AI or looking to reposition procurement as a strategic partner, Etosha offers advice you won't hear elsewhere. She also dives into driving internal investment and how procurement leaders can tell a more powerful story about their work. In this episode, Etosha explores how to:   Identify which procurement skills are critical and which may be automated   Rethink your operating model to match AI-enabled workflows   Secure buy-in by linking procurement to business growth and resilience   Turn data and technology investments into lasting business value   Build a stronger brand and tell your procurement story for greater influence Links: Etosha Thurman on LinkedIn Learn more about SAP's Spend Management software Subscribe to This Week in Procurement Subscribe to Art of Procurement on YouTube

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über wacklige KI-Börsen, den neuen Plan für Siemens Healthineers und was diese Woche sonst noch wichtig wird. Außerdem geht es um Palantir, Nvidia, Meta, Microsoft, ASML, SAP, Infineon, Volkswagen, Siemens, Altair, Rumble, Northern Data, Merck & Co., Amgen, Regeneron Pharmaceuticals, Sanofi, AstraZeneca, Novo Nordisk, Eli Lilly, Robinhood und Walmart. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Episode 10 - Stephanie Karzon Abrams: Heart and Science This episode takes on a wide ranging ride inside Stephanie's wildy diverse experise on the science of psychedelics to the importance of music and community. Stephanie is a profound and powerful voice in the psychedelic community and her work represents the best of the modern psychedelic movement.  Intro: Ann Shulgin takes on a brief exploration of the shadow.  Stephanie Karzon Abrams is a neuropharmacologist, founder of Beyond Consulting—powering the integrative, psychedelic and plant medicine spaces, and is the co-founder of the Public Secret music label and artist collective.  She serves as Clinical Director at Modern Medicine Services, is a prescriber of MDMA and psilocybin therapy under Canada's SAP, and is the Research Director at the Microdosing Collective non profit.  Stephanie believes in the undercurrent of joy woven into the fabric of our existence and thus co-created the talk and event series "The Chemistry of Joy", where the human experience is explored through the lens of ritual and celebration.  With experience in neurology, intensive care, and medical device at Johnson & Johnson, she is a recognized leader in innovative healthcare. Her work bridges neuroscience, women's health, plant medicine, and the healing power of music. A musician, writer, and speaker, Stephanie also builds community through gatherings rooted in music, meaning, and mycology. Web: https://www.stephaniekarzonabrams.com  Www.Beyondconsulting.Life  Social: @steph__k @public.secret  @microdosingcollective @thechemistryofjoy @mod_meds

У новому епізоді подкасту CEO Club керівниці бізнесу відверто діляться власним досвідом поєднання лідерських ролей і материнства. Як жінці вдало поєднувати власну кар'єру та материнство, зберігаючи життєвий ресурс? Чи можливо знайти баланс та як налаштувати робочі процеси, будучи мамою? Як зберегти професійний розвиток, роблячи паузи у кар'єрі? Учасниці бесіди:— Ірина Поварчук, СЕО DCH Infrastructure & Real Estate;— Ганна Мікулицька, керівна директорка SAP в Україні;— Наталія Ємченко, директорка зі зв'язків з громадськістю та комунікацій SCM;— Лана Сінічкіна, партнерка юридичної фірми Arzinger.У відео також розкривається:— організація робочих процесів під час декрету: делегування, онлайн-залученість;— створення власної концепції материнства;— почуття провини та налаштування системи допомоги в сім'ї;— поради щодо поєднання ролей: залученість родини, роль партнерів, відверта комунікація;— залучення зовнішньої підтримки: няні, камери, контроль та довіра; — вплив війни та виклики материнства; — рецепти ресурсного стану та зберігання життєвої енергії.Відеозапис розмови: https://youtu.be/JzwfLGLEjFsCEO Club — клуб лідерів бізнесуЗ 2011 року об'єднуємо підприємців і СЕО для розвитку, взаємопідтримки та співтворення.Більше про клуб https://ceoclub.com.ua Facebook https://www.facebook.com/CEOClubUkraine Instagram https://www.instagram.com/ceoclubukraine/ Telegram https://t.me/CEOnotes

In episode 266 of our SAP on Azure video podcast we talk about security with SAP S/4HANA Cloud, Public Edition.Today we continue our story about SAP and Microsoft security. So far we focused on RISE and on-prem SAP environments. But what about the SAP S/4HANA Cloud, Public Edition? Today we switch the focus to Public Cloud and I am really happy to have Martin Pankraz and Patrick Boch from SAP with us here. Find all the links mentioned here: https://www.saponazurepodcast.de/episode266Reach out to us for any feedback / questions:* Goran Condric: https://www.linkedin.com/in/gorancondric/* Holger Bruchelt: https://www.linkedin.com/in/holger-bruchelt/ #Microsoft #SAP #Azure #SAPonAzure #Security #S4HANA

Integrando operaciones en 112 países y más de 50,000 empleados en menos de 20 horas, Nestlé protagonizó una de las migraciones más grandes y rápidas de SAP al trasladar su infraestructura global a SAP S/4HANA Cloud Private Edition.

Invitado: Carlos Blanco, CEO ABSIDEABSIDE cumple 14 años consolidándose como un referente en transformación digital y socio estratégico de organizaciones que buscan crecer en entornos cada vez más competitivos. Con presencia en sectores clave como banca, retail, consumo masivo y utilities, la firma ha evolucionado de ser una consultora especializada en SAP a un partner integral que acompaña a las empresas en su ruta hacia la eficiencia, la sostenibilidad digital y la inteligencia de datos“Cuando comenzamos, implementábamos soluciones. Hoy, somos aliados estratégicos que pensamos junto a nuestros clientes cómo transformar su negocio desde la tecnología”, destaca Carlos Blanco, CEO de ABSIDE

In dieser Folge des Power of Orange Podcasts nehmen wir euch mit in einen Bereich, der den Herzschlag moderner Unternehmen bestimmt: Supply Chain Planning (SCP). Unsere Gäste Verena und Christian, beide Berater:innen im Fachbereich SCP bei cbs, erklären, wie Unternehmen ihre Lieferketten widerstandsfähig, planbar und effizient gestalten – und welche Rolle moderne Tools wie SAP IBP dabei spielen.Ihr erfahrt unter:

Industrial Talk is onsite at SMRP 2025 and talking to Colin Morris, Sr. Director of Solution Consulting at MaintainX about "Mobile first asset management platform". Scott MacKenzie interviews Colin from MaintainX at the SMRP conference in Fort Worth, Texas. Colin discusses Maintain X's mobile-first platform, which integrates with various systems like SCADA, ERPs, and wireless sensors to enhance maintenance decisions and asset availability. The platform, which has a three-week implementation period, supports voice summaries to capture technician knowledge and offers a full web client. MaintainX recently raised funding to enhance AI and mobility features. Colin emphasizes the importance of data strategy and extensibility in modern maintenance practices. Listeners can learn more at gomaintainx.com. Action Items [ ] Reach out to Colin on LinkedIn or the maintain X website to learn more about the platform. Outline Introduction and Welcome to Industrial Talk Podcast Scott MacKenzie introduces the Industrial Talk podcast, sponsored by CAP Logistics, emphasizing the importance of 24/7 insights into supply chains.Scott MacKenzie welcomes listeners to the podcast, highlighting the SMRP conference in Fort Worth, Texas, and introduces Colin from MaintainX.Colin shares his experience of working with Maintain X for over two years and his background in the software industry, including his time at Rockwell Automation. Colin's Background and MaintainX's Funding Colin discusses his career journey, including his 10 years in the software business before joining MaintainX.Scott MacKenzie inquires about Colin's first SMRP experience, and Colin expresses his excitement and impressions of the conference.Colin explains MaintainX's recent funding round, which will enhance AI and mobility features, and improve the product's strength.Scott MacKenzie asks about MaintainX's strategic vision and priorities, focusing on AI and mobility. MaintainX's Features and Differentiation Colin elaborates on MaintainX's mobile-first application, which is designed for technicians and other business users.Scott MacKenzie asks how MaintainX differentiates itself from other solutions, and Colin emphasizes the platform's extensibility and connectivity.Colin explains MaintainX's ability to ingest information from various sources, including wireless sensors, SCADA, and ERPs, to improve maintenance decisions.Scott MacKenzie and Colin discuss the importance of bidirectional connectivity and API bridges to integrate with existing systems. Data Strategy and Implementation Colin highlights the importance of understanding data strategy and building integrations with other systems.MaintainX offers in-house integration teams and self-serve tools for customers to connect their systems.Colin discusses the challenges of OEE and the need for real-time analytics to improve asset availability.Scott MacKenzie inquires about the point of diminishing returns with data, and Colin explains the need to balance data collection with business impact. Implementation Period and Third-Party Solutions Colin explains MaintainX's average implementation period of three weeks, emphasizing outcome-based goals.MaintainX has a team of over 40 implementation consultants, most of whom are engineers, to ensure successful setups.Colin confirms that Maintain X supports third-party solutions, including vibration vendors, Ignition, Kepware, and industrial protocols like MQTT.MaintainX is an SAP partner and connects with Oracle and other...

In today's high-pressure world, leading with love isn't idealistic, it's essential. In this episode, I sit down with V.R. Ferose, 26-year SAP leader and Head of SAP Academy for Engineering and founder of the Autism at Work program, to talk about why love as a leadership practice, seeing people clearly, protecting dignity, and amplifying agency, is the most powerful business strategy of all. He shares why trust compounds over time, how to lead with both strength and compassion, and why the future belongs to leaders who lead with heart intelligence, not just artificial intelligence. Get ready to rethink success, rediscover meaning, and learn how leading with love can create workplaces where everyone can thrive. Check out our sponsors: Northwest Registered Agent - Protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/achieverfree In this Episode, You Will Learn 00:00 Meet V.R. Ferose, 26-year SAP leader and Head of SAP Academy for Engineering. 07:00 How history's great social movements teach modern leadership lessons. 15:45 What “only strength respects strength” really means when facing conflict. 24:00 Why heart intelligence, not AI, is our greatest human advantage. 32:45 How real learning and growth happen through in-person connection. 37:30 How AI is eroding creativity and reflection. 42:45 The link between social comparison and anxiety. 48:45 What is the origin of Autism at Work? 55:00 Why “Autism at Work” began as a choiceless decision. 01:04:00 Why do so many high-achievers feel boxed in and powerless? Resources + Links Get a copy of my book - The Anxious Achiever Watch the podcast on YouTube  Find more resources on our website morraam.com Follow Follow me: on LinkedIn @morraaronsmele + Instagram @morraam Follow V.R. on LinkedIn @ferosevr 

Daily Dose of Hope November 5, 2025   Scripture – John 15   Prayer:  Almighty Father, You always know what is best for us.  Thank you for that.  We are sorry for the ways that we resist.  Help us to want what you want for us.  Help us to want to be patient, to want to be kind, to want to be obedient.  Conform our will, Lord,  In Your Name, Amen.   Welcome back to the Daily Dose of Hope, the devotional and podcast that complements the New Hope Church daily Bible reading plan.  As most of you know, we are right in the middle of a deep dive into the Gospels and Acts.  Today, we are deep diving into John 15.   The Scripture that we read from John 15 is incredibly powerful.  Jesus says, "I am the true vine, and my Father is the gardener.  He cuts off every branch in me that bears no fruit, while every branch that does bear fruit he prunes[a] so that it will be even more fruitful. You are already clean because of the word I have spoken to you. Remain in me, as I also remain in you. No branch can bear fruit by itself; it must remain in the vine. Neither can you bear fruit unless you remain in me."   Jesus is talking to his followers about how to walk closely with him, essentially what it means to be a disciple.  What is a disciple? A good working definition, for our purposes, is  an apprentice, someone who wants to learn all they can from another person so they will do what they do and become like them.  To be a disciple of Jesus, that means we have to actively learn about Jesus, know him, become like him.   And this Scripture gives us a really important clue as to what it means to be a disciple of Jesus.  A disciple remains in Jesus. Older translations use the term abide. To remain or abide in Jesus means not simply to have said yes to Jesus, but to have a connection with Jesus, we are in union with him, we stay with him, we rest in him. Let's think about this. The presence of Jesus is always with us through the power of the Holy Spirit. Jesus is always there, but we tend to move away from him. Jesus is saying here, remain in me. Stay close to me, stay connected to me, stay in conversation with me. How do we do this?  Well, through prayer, reading Scripture, worship, and other spiritual disciplines. If we don't pray, if we don't read the Bible, if we don't worship, we will not feel connected to Jesus. We are not remaining in him and the result will be evident. We will feel dry, parched, alone, we will start to gradually make choices that don't represent who we are in Jesus, the world will begin to seep in, gradually, so gradually sometimes that we don't even notice.   I've used the teacup example before.  If you drink tea (and use teabags), then you are either a dipper or a steeper.  If you dip that teabag in the water, you go up and down and up and down and the tea never gets that strong.  A lot of people are like that with faith.  They are dippers.  They dip into prayer and dip out of prayer.  They dip into Bible study and dip out of Bible study.  They dip into church and dip out of church.  But Jesus wants us to be steepers.  He wants us to steep in prayer, Bible study, and worship.  He wants us to soak in his presence so we are like really strong tea.   Now, part of abiding is to acknowledge that we need Jesus and are totally dependent on Jesus. Think about this---the branch is totally dependent on the vine. Without the vine, the branch is useless, lifeless, powerless. Sap flows from the vine to the branch, supplying it with water, minerals, and nutrients that make it grow. And believers receive the "sap" of Christ's grace through our life-giving connection to him. Intentionally remaining in Jesus is recognizing that we can't do this life alone. We need Jesus. I need daily, sometimes hourly, times of prayer to abide with Jesus.  How are you doing abiding in Jesus?  (Use a scale of 1 to 10 right now to assess how well you abide in Christ, 1 being not at all and 10 being totally soaking him in all the time).   Let's take a look at the next part of the Scripture, John 15:5-8, "I am the vine; you are the branches. If you remain in me and I in you, you will bear much fruit; apart from me you can do nothing.  If you do not remain in me, you are like a branch that is thrown away and withers; such branches are picked up, thrown into the fire and burned. If you remain in me and my words remain in you, ask whatever you wish, and it will be done for you.  This is to my Father's glory, that you bear much fruit, showing yourselves to be my disciples."   So we can see the other characteristic of a true disciple is producing fruit.  When we abide or remain in Jesus, then fruit should be the natural result.  Resting in Jesus makes us changed people – our attitudes are different, our behavior is different, it's noticeable.  We are more patient, more kind, more loving, more generous, more gentle; basically, we look more like Christ.  We bear fruit not by squeezing it out of ourselves but because we are extensions of the vine, pruned by the gardener.   Think about a grapevine.  I've never been very successful growing grapes in Florida but most of us have seen a grapevine at some point.  They are typically grown on a trellis.  They have to be pruned and trimmed by the gardener in order to produce new healthy branches that bear fruit.  If you don't prune, then you are going to have a lot of leafy green but it won't produce new branches that bear fruit.  It will look good but it won't produce anything.  And the point is of course, not simply to look pretty on the trellis, but to actually produce some fruit.   Of course, our purpose is not simply to look good, to look Godly or righteous, but to ACTUALLY produce fruit.  So, God may need to prune us to ensure that happens.  I used to be afraid of God's pruning, but I've found in my own life that God prunes me because he loves me. He wants to remove those things in my life that are hindering my spiritual growth.  This could mean bad habits, bad relationships, things that are toxic, generally anything that is getting in the way of me becoming the person God wants me to be. Sometimes God removes things directly (like he simply removes something from our life like a relationship or a job or you name it – think of something God removed and in retrospect, needed to remove from your life).  Other times, God convicts us so that we will make the move to remove whatever it is that is creating a wedge in our relationship with him.    Think about your relationship with God right now.   What has hindered you from bearing more fruit or bearing fruit at all?  Fears and insecurities from your past?  Selfishness? An unhealthy attachment to stuff? Unhealthy friendships, unhealthy behavior patterns?  Complacency, being too comfortable, laziness, fatigue, lack of passion? Whatever it is, acknowledge it now.  God wants better for you.  He wants to walk closely with you.  In fact, God wants HIS best for you.  He wants you to live a fruitful, abundant life.  Do you want that?  Really, do you?    Let's spend some extended time in prayer, asking God to reveal himself to us right now.   Blessings, Pastor Vicki  

In der heutigen Folge sprechen die Finanzjournalisten Holger Zschäpitz und Lea Oetjen über den Vibe Shift an den Börsen, ein europäisches KI-Bollwerk auf deutschem Boden und die “Rule of 40”. Außerdem geht es um Palantir, Nvidia, Applovin, Diamondback Energy, Micron, Marvell Technology, Microsoft, Meta Platforms, Lam Research, Broadcom, Advanced Micro Devices, Arista Networks, Pinterest, Rivian, Uber, Tesla, Fresenius Medical Care, Fresenius, Elmos Semiconductor, Deutsche Telekom, SAP, Siemens, Deutsche Bank, Quantum Systems, PhysicsX, Perplexity AI, Ionos, Schwarz Gruppe, Hims & Hers Health, SoundHound AI, Mara Holdings, Plug Power, Quantum Computing, C3.AI. www.businessinsider.de/informationen/newsletter/businessinsider/ Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Mehdi Al-Rhadi und Stefan Ender sprechen in der neuen Podcastreihe “Scaling” von Unicorn Bakery & SAP über die Herausforderungen beim Aufbau von Operations in schnell wachsenden Unternehmen. Mit ihrer kombinierten Erfahrung aus Industrie und Startup-Welt teilen sie, warum der Übergang von Prototypen zur Serie oft unterschätzt wird, wie man die Balance zwischen Struktur und Flexibilität findet und warum klare Prozesse der Schlüssel zum Erfolg sind. Was du lernst: Prototyp vs. Serie: Die richtige Balance finden Warum Vorserien wichtig sind Den Übergang richtig gestalten Prozesse & Struktur: Change Management aufsetzen Die richtige Balance finden Warum Standardisierung wichtig ist Team & Organisation: Taskforces richtig einsetzen Die Balance im Wachstum Warum Kommunikation entscheidet Ziele & Priorisierung: Von Vision zu Wochenzielen Die richtige Balance finden Warum Konsequenz wichtig ist ALLES ZU UNICORN BAKERY: https://stan.store/fabiantausch   Mehr zu Mehdi Al-Rhadi und Stefan Ender: LinkedIn:  https://www.linkedin.com/in/mehdi-al-radhi-b6611759/  https://www.linkedin.com/in/stefan-ender-643509a6/  Website:  https://www.briloner-mw.de/  https://www.deepdrive.tech/  Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/  Kapitel: (00:00:00) Von Prototypen zur Serie (00:27:40) Change Management & Prozesse (00:41:15) Ziele & Prioritäten setzen (00:50:30) Team & Kommunikation (01:02:00) Daten & Entscheidungen (01:10:30) Key Learnings & Ausblick

In this insightful episode, join hosts Richard and Oyku as they welcome cybersecurity expert Gabriele Fiata from SAP to discuss how supply chains are evolving in the face of increasing cyber threats. As supply chains grow faster and more complex, security can no longer be an afterthought - it must be built into systems like ERP from the ground up. Gabriele highlights the shift towards a shared responsibility model in cloud security, emphasizing collaboration between businesses, vendors, and partners. With threats escalating, AI-powered detection and automated defenses are becoming critical tools to spot breaches before they happen. The conversation also reveals how companies are embracing new mindsets and training people to be the first line of defense, turning a potential weak point into a strength. Tune in to hear how smart planning and resilience can protect your business and keep supply chains moving smoothly. Don't miss this chance to learn from real-world insights and a recent IDC study that quantifies the high value of these new security approaches. Listen now and discover how securing the supply chain can secure your future.

Es näselt leicht im Podcast - die herbstliche Erkältungswelle macht auch vor "Passwort" nicht halt. Trotzdem haben sich Sylvester und Christopher einiges vorgenommen. Sie sprechen über den AWS- und Azure-Ausfall der letzten Wochen, denn auch Verfügbarkeit ist Teil der IT-Sicherheit. Die kritische Sicherheitslücke im Windows-Updateserver WSUS kommt ebenso zur Sprache wie eine trickreiche Malware, die eine wenig bekannte UTF8-Funktion zu ihrem Vorteil nutzt. Und endlich gibt es wieder ein PKI-Thema: Wie eine kroatische CA widerrechtlich Zertifikate für Cloudflare ausstellte, erzählt Christopher dem Publikum und seinem Co-Host. - Online Themenabend: https://aktionen.heise.de/heise-themenabend - AWS' Ausfallanalyse: https://aws.amazon.com/de/message/101925/ - Meredith Whittaker von Signal zur Notwendigkeit der Hyperscaler: https://mastodon.world/@Mer__edith/115445701583902092 - SAP spielt CVSS-Würfeln: https://services.nvd.nist.gov/rest/json/cvehistory/2.0?cveId=CVE-2025-30012 - Microsoft warnt Entwickler vor SoapFormatter: https://learn.microsoft.com/en-us/dotnet/standard/serialization/binaryformatter-security-guide - Koi über GlassWorm: https://www.koi.ai/blog/glassworm-first-self-propagating-worm-using-invisible-code-hits-openvsx-marketplace - QWAC mit Soße (+): https://www.heise.de/select/ct/2023/29/2332409110101310744 - Diskussion um FINA im Bugzilla: https://bugzilla.mozilla.org/show_bug.cgi?id=1986968 - Folgt uns im Fediverse: * @christopherkunz@chaos.social * @syt@social.heise.de

What does AI-assisted interviewing look like inside a global enterprise? In this episode, Ilka Sagner-David, Head of Talent Discovery Solutions & Innovations at SAP, shares how her team is exploring interview intelligence to improve feedback quality, speed up hiring decisions, and enhance candidate experience while balancing legal, ethical, and privacy demands. Hear how SAP is setting new standards for transparent, human-centered AI in hiring.

Stephen Grootes speaks to Arthur Goldstruck, founder of Worldwide Worx, about the SAP TechEd conference in Berlin, exploring the latest innovations in enterprise software, digital transformation trends, and how businesses are leveraging SAP technologies to drive efficiency, growth, and competitiveness in a rapidly evolving global market. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Itamar Novick, founder and General Partner at Recursive Ventures, explains how a repeat-founder's playbook shapes better early-stage investing. Itamar draws on 25 years of startup experience (including executive roles at Gigya and Life360) to describe the firm's disciplined pre-seed focus, how he evaluates founders and markets, and why AI applications built on first-party data will create the next wave of meaningful enterprise value. He shares concrete advice on what founders should share with VCs before/during the first meeting, how Recursive filters opportunities, what makes an investable TAM, and the common reasons he passes after initial interest.In this episode, you'll learn:[03:18] The journey from founder to VC and back again[07:42] How Recursive defines “pre-seed” and why focus matters[12:51] What Itamar looks forward to in the first call with a founder[18:34] Data defensibility and AI applications: where value is created[25:07] The math and reasons behind saying no[31:40] What founders misunderstand about TAM sizing[36:58] Staying emotionally resilient as a founderThe nonprofit Itamar supports: Anti-Defamation League (ADL)About Itamar NovickItamar Novick is the founder and General Partner at Recursive Ventures, a pre-seed focused venture firm investing in AI-driven applications and data-advantaged software products. Before becoming an investor, Itamar spent over two decades as a founder and operator, including leadership roles at Gigya (acquired by SAP) and Life360. His approach to venture blends hands-on operator judgment with disciplined portfolio construction and deep founder support.About Recursive VenturesRecursive Ventures is a founder-GP led fund specializing in pre-seed and seed companies building AI-powered applications with strong data defensibility. The firm operates with a focused portfolio model, quick decision cycles, and direct founder support — avoiding the AUM-driven growth strategies common in larger firms. Recursive backs founders who combine technical depth, market insight, and authentic obsession. Portfolio companies include Life360, Ring, Tile, DataJoy, Armory, Placer.ai, Deel, May Mobility, Akash Network, Tomato AI, Anjuna Security, Harmony.ai among others.Subscribe to our podcast and stay tuned for our next episode.

Survival isn't just for dystopian dramas. The best B2B marketing strategies demand experimentation, curiosity, and the ability to outlast weaker ideas.That's the lesson of Squid Game, the global phenomenon where only the strongest contestants made it through each round. In this episode, we explore its marketing parallels with the help of our special guest Scott Leatherman, Chief Marketing Officer at Aviatrix.Together, we uncover what B2B marketers can learn from gamifying campaigns to pull audiences in, running multiple “Squid Games” to see which campaigns win, and staying relentlessly curious by listening to what customers really say.About our guest, Scott LeathermanScott Leatherman is an award-winning full-stack marketing and operations executive with 25+ years of leadership and business management experience. Scott is currently the Chief Marketing Officer at Aviatrix. Prior to joining Aviatrix, he was the CMO at Veritone, an AI platform company. Scott served as COO at SAP Labs US for 5 years. Scott was a Global Vice President of Marketing and was a founding member of the SAP HANA go-to-market team that disrupted the database market and built a billion-dollar business in less than three years. Also during Scott's tenure at SAP he was part of the Strategic Account Sales Team and created new channel programs to reduce shelfware and support new solution adoption. Prior to SAP, Scott held senior marketing and business development roles at several startups.Scott was recognized by the Silicon Valley Business Journal for his lifelong commitment to helping his local community with the 2018 Individual Community Champion Award. Both at work and in his personal life, Scott is focused on helping communities reduce food insecurities, supporting underserved children, funding cancer research and Native American educational programs.What B2B Companies Can Learn From Squid Game:Gamify campaigns to move your audience. Marketing works best when it pulls people in emotionally, just like Squid Game. Scott explains, “Anytime you want to move an audience together, gamifying it so that they have an emotional pull on the winner is gonna make you successful.” By creating campaigns that feel participatory, competitive, or playful, brands can inspire curiosity and investment from their audience. It's not just messaging—it's making people feel like they have a stake in the outcome.Run “Squid Games” for your campaigns. Rather than guessing which message will resonate, Scott's team tested multiple campaign “games” at once. “We invested over 500 engagements…we had 74 one-on-one engagements…to narrow it down to what we have as eight campaigns in the Squid Games.” Each campaign has a top, middle, and bottom funnel component, and their performance is tracked side by side. Scott explains, “The gamification of Squid Games is working in our B2B marketing approach…we rolled it out to the company as Squid Games…and it's been really fun to have engineers across the world leaning in on what they think is gonna move the audience fastest.” The lesson: treat campaigns like contestants. Test widely, kill off the weak performers quickly, and double down on what wins.Stay curious and listen to your audience. One of Scott's biggest lessons is that marketers often assume they know what works—but data and customer feedback may prove otherwise. He notes, “It really comes back to just what are your customers saying about you? And what are your prospects saying about you?…That listening exercise, while it sounds remedial and 101, it gets lost on a lot of us ‘cause we're all running so fast.” Just like in Squid Game, survival depends on paying close attention and adapting quickly. In B2B marketing, curiosity and active listening turn campaigns into insights, and insights into growth.Quote“The gamification of Squid Games is working in our B2B marketing approach…we rolled it out to the company as Squid Games…and it's been really fun to have engineers across the world leaning in on what they think is gonna move the audience fastest.”Time Stamps[00:55] Meet Scott Leatherman, Chief Marketing Officer at Aviatrix[01:32] Why Squid Game?[03:08] Behind-the-Scenes of Squid Game[14:18] AI in Marketing[17:33] B2B Marketing Takeaways from Squid Game[42:39] AI Integration and Brand Evolution[46:46] Final Thoughts and TakeawaysLinksConnect with Scott on LinkedInLearn more about AviatrixAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In dieser Ausgabe nehmen euch Host Alexander Bernert und Co-Host Sebastian Langrehr mit auf die msg inscom 2025, eine der wichtigsten Branchenveranstaltungen rund um das Motto „Creating the Future of Insurance“. Zu Gast ist Volker Schmidt, CTO von Swiss Life, ein echter Branchenkenner mit über 30 Jahren Erfahrung im Versicherungswesen.Gemeinsam tauchen sie tief in die aktuellen Herausforderungen und Chancen der digitalen Transformation ein – und stellen sich insbesondere der Frage, warum es bei Künstlicher Intelligenz nicht nur um die Technologie selbst geht, sondern vor allem um deren erfolgreiche Einführung und Akzeptanz innerhalb von Unternehmen. Unter dem provokanten Titel seines Vortrags „AI ändert nichts, Adoption ist alles“ erläutert Volker, weshalb Führungskräfte und Mitarbeitende gleichermaßen gefragt sind, alte Prozesse grundlegend neu zu denken, statt nur Bestehendes zu digitalisieren.Im Gespräch beleuchten die drei, was Branchenveranstaltungen wie die inscom bewirken, wie Swiss Life heute bereits an AI-Projekten arbeitet und worauf es bei echter Innovation in der Versicherungswelt wirklich ankommt – Stichwort Unternehmenskultur und Offenheit fürs Neue. Dazu gibt es persönliche Anekdoten, spontane Reaktionen auf die „Schnellen 5“ und Diskussionen zu Entwicklungen aus Vertrieb, Kundenkontakt und Mitarbeitermanagement.Freut euch auf inspirierende Gedanken darüber, wie Versicherungen in den nächsten zehn Jahren aussehen könnten, was wirkliche Wettbewerbsvorteile ausmacht und warum manchmal ein einfaches „Warum nicht?“ Türen für die Zukunft öffnet. Viel Spaß beim Reinhören und Entdecken!Schreibt uns gerne eine Nachricht!Dieser Podcast wird von msg unterstützt. Die msg Gruppe ist führender Anbieter im Versicherungsmarkt für moderne Systemlösungen. Von Automation- über KI- und SAP- bis hin zu modernen Kommunikations- und Vertriebslösungen. Die msg bündelt moderne Technologien mit tiefem Branchen Know-How. Folge uns auf unserer LinkedIn Unternehmensseite für weitere spannende Updates.Unsere Website: https://www.insurancemondaypodcast.de/Du möchtest Gast beim Insurance Monday Podcast sein? Schreibe uns unter info@insurancemondaypodcast.de und wir melden uns umgehend bei Dir.Dieser Podcast wird von dean productions produziert.Vielen Dank, dass Du unseren Podcast hörst!

On this episode of How We Got There, I am joined by Rey Perera who is the Co-Founder and CEO of Gridmate. He shares his story as moving from an SDR to an enterprise AE at another Salesforce ISV before jumping into co-founding Gridmate along Hicham El Mansouri. Rey talks about how they build a business with diversity as if you look at their team, they are located all across the world and come from a number of cultural backgrounds. It helps deliver outstanding customer support that is clear to see in their AppEx reviews. I met Rey years ago but you will see him and his team at many of the Salesforce events around the world. We discuss how they decide on which events to sponsor and the ROI around them from a sales and marketing pov. It's not all about direct ROI when considering which Dreamin, World Tour/Agentforce, and Dreamforce events to sponsor. Their investment in the ecosystem goes deep, working with their team to take at least 3 certifications (that are fully paid and incentivized!) per year to help them in their work and their careers. This episode is brought to you by Tequity Advisors . Tequity Advisors is a global sell-side M&A advisory firm with core expertise in SaaS and ISVs, Salesforce, ServiceNow, SAP, Microsoft, all things Data and AI, and the hyper scaler MSP cloud ecosystems with a focus on the Salesforce ecosystem and beyond! 

Telekom-Chef Timotheus Höttges fordert einen schnellen Abbau der Bürokratie in Deutschland und in der EU. „Wir fühlen uns manchmal wie Gulliver, der von Millionen von Fäden festgebunden ist und seine Kraft nicht entfalten kann“, sagt Höttges im Gespräch mit Michael Bröcker.Höttges sieht auch Probleme bei der Produktivität. Als Beispiel führt er an, dass deutsche Arbeitnehmer pro Jahr „200 Arbeitsstunden weniger arbeiten als der europäische Durchschnitt“.Die Telekom investiert Milliarden in neue Rechenzentren. Den Anfang macht die neue KI-Fabrik in München. Gemeinsam mit Vertretern von Nvidia, SAP, der Deutschen Bank und der Bundesregierung stellt die Telekom ihre Pläne heute vor. „Über 70 Prozent der gesamten Rechenzentrenkapazität sitzt heute in Amerika. Und nur fünf Prozent in Europa, der Rest in Asien und vor allem China. Deswegen müssen wir hier aufrüsten“, sagt Höttges.[09:18]Die SPD-Basis fühlt sich in der schwarz-roten Koalition zunehmend unwohl. Laura Block, neue SPD-Korrespondentin bei Table.Media, analysiert gemeinsam mit Helene Bubrowski den wachsenden Frust der Genossen.[01:18]Hier geht es zur Anmeldung für den Space.TableTable Briefings - For better informed decisions.Sie entscheiden besser, weil Sie besser informiert sind – das ist das Ziel von Table.Briefings. Wir verschaffen Ihnen mit jedem Professional Briefing, mit jeder Analyse und mit jedem Hintergrundstück einen Informationsvorsprung, am besten sogar einen Wettbewerbsvorteil. Table.Briefings bietet „Deep Journalism“, wir verbinden den Qualitätsanspruch von Leitmedien mit der Tiefenschärfe von Fachinformationen. Professional Briefings kostenlos kennenlernen: table.media/testenHier geht es zu unseren WerbepartnernImpressum: https://table.media/impressumDatenschutz: https://table.media/datenschutzerklaerungBei Interesse an Audio-Werbung in diesem Podcast melden Sie sich gerne bei Laurence Donath: laurence.donath@table.media Hosted on Acast. See acast.com/privacy for more information.

 During a special episode of ASUG Talks recorded live at the recent Dallas-Forth Worth ASUG Chapter Meeting, Geoff Scott, ASUG CEO & Chief Community Champion was joined by a panel of current and former ASUG board members: Jamie Lee, Tony Caesar, and Craig Dalziel. The group focused on a timely and critical topic:  future-proofing IT careers.  With advances in AI changing the ways enterprises work and shifts in the industry job markets, it has never been more important for IT professionals to take steps to ensure they are continually improving their skillsets and expanding their knowledge base.  Key Topics:   The need for knowledge workers to effectively leverage AIThe importance of networking and building meaningful professional relationships Understanding the business needs and using AI to meet those needs.  Related Insights:  Tune into an exclusive interview with SAP executive board member Thomas Saueressig: https://podcasts.apple.com/us/podcast/saps-thomas-saueressig-on-public-and-private-cloud/id1613357106?i=1000733593928

Episode: 1466 An old botany book for young girls changes scientific thinking.  Today, a young student forms a scientific theory.

What can war teach us about how the human brain really works? And why is human decision-making a more significant factor than military strength in wars?Episode SummaryOn this episode, I'm exploring how the human brain truly manifests in conflict—and what that reveals about everyday decision-making. Dr Nicholas Wright, a neurologist-turned-neuroscientist who advises the Pentagon Joint Staff, joins me to discuss his new book Warhead: How the Brain Shapes War and War Shapes the Brain. In our conversation, Nick explains why fear is functional, how “will to fight” can outweigh superior force, and why democracies remain capable of catastrophic decisions. He also explains how perception operates as a controlled hallucination anchored to reality rather than a simple sensory feed, and why that distinction matters for strategy, leadership, and risk. Moving from fruit flies to front lines, Nick shows how simple neural chemicals regulate aggression, how the brain's grid cells create literal maps to navigate danger and opportunity, and how both biological and organisational models can mislead when mistaken for reality. The discussion ranges from 1940 France to Kyiv, from Stalingrad to Gaza, and from deception as a vice to deception as a civic virtue.Nick makes a compelling case for metacognition — the ability to think about one's own thinking— as the conductor of the brain's internal orchestra and argues that wisdom—not merely cleverness — must be deliberately designed into leaders and into the next generation of artificial intelligence.We end with practical insights: cultivating “better ignorance,” inviting real dissent in the spirit of Churchill, and creating deliberate spaces for reflection like (I'm delighted to report) long train journeys.Guest Biography Dr Nicholas Wright, MRCP, PhD, is a neuroscientist researching the intersections of the brain, technology, and security at University College London, Georgetown University, and the Center for Strategic & International Studies in Washington, DC. He also serves as an adviser to the Pentagon Joint Staff. Beyond academia, Wright leads projects connecting neuroscience, artificial intelligence, and strategy, and has advised the Pentagon Joint Staff for more than a decade.He consults on AI for SAP and edited Artificial Intelligence, China, Russia, and the Global Order (Air University Press, 2019).His latest book, Warhead: How the Brain Shapes War and War Shapes the Brain, is published by St. Martin's Press (US) and Pan Macmillan (UK).AI_Generated Time-stamped Summary[00:00:00] Introduction [00:01:00] Nick Wright's journey from neurologist to defense advisor, applying neuroscience to strategy and AI.[00:04:29] How evolution shaped the human brain for survival and combat — we're “built to win or survive a fight.”[00:05:59] Fear as a vital yet double-edged emotion; anxiety as a side effect of peace.[00:08:26] Origins of the book Warhead and cultural perceptions of its title.[00:09:39] Why war remains relevant; critique of overconfidence in peace and Pinker's “Better Angels” thesis.[00:12:01] Lessons from France's WWII defeat — cognition and morale outweigh material strength.[00:14:41] Ukraine's resistance as an example of will to fight; psychology as a decisive factor.[00:15:42] Creativity and emotion as essential tools in decision-making; the brain as an orchestra balancing logic and instinct.[00:18:10] What fruit flies reveal about aggression and shared neural circuitry with humans.[00:21:13] Structure of Warhead — using neuroscience to reinterpret history and warfare.[00:26:37] Mental models and how the brain simulates reality to guide choices.[00:30:37] Perception vs. reality — the brain generates, not records, the world we see.[00:35:31] The “uncanny valley” and prediction errors — why imperfect mimicry unsettles us.[00:36:17] Moral symmetry in conflict — both sides perceive their cause as just.[00:38:00] Deception and fog of war — manipulating human perception as a timeless weapon.[00:41:00] WWII story of René Carmille — lying as moral resistance.[00:43:59] Social media, attention, and the loss of reflection — the modern “disease of abundance.”[00:45:41] Wisdom versus cleverness — Churchill's reflective habits and valuing dissent.[00:48:11] “Better ignorance” and intellectual humility as foundations of wise leadership.[00:51:26] Cognitive diversity, AI, and the need to embed wisdom—not just intelligence—into machines.[00:58:28] From WWII to China today — the enduring need for wisdom in navigating global conflict.LinksNick's website - https://www.intelligentbiology.co.uk/WarHead Nick's book - https://www.intelligentbiology.co.uk/booksNick on LinkedIn -  https://www.linkedin.com/in/nicholas-d-wright-bba3a065/If you liked this episode, you might also like my discussion with Dr Mike Martin - https://www.humanriskpodcast.com/dr-mike-martin-on-war-politics/

The Patent Trial and Appeal Board (PTAB), created under the America Invents Act (AIA) of 2011, has long been a source of debate. The Supreme Court has reviewed several of its procedures, and Congress has introduced PTAB reform bills in every session since 2017.A core PTAB function is deciding Inter Partes Review (IPR) petitions that challenge patent validity. Under new PTO leadership, IPR institution rates have sharply declined, prompting complaints from companies like SAP America and Motorola, which claim they were unfairly harmed by the shift and that the PTO has not provided adequate legal justification. PTO Director John Squires has defended the new direction, announcing he will personally decide all preliminary IPR institutions—a task previously handled by three-judge panels. The PTO has also proposed rules requiring petitioners to waive future prior art challenges to qualify for IPR institution.This webinar will examine the SAP and Motorola petitions, Director Squires’s policy memo, and their implications for PTAB reform, the AIA framework, and the constitutional foundations of U.S. patent law.Featuring: Arthur Gollwitzer, Partner, Jackson Walker LLPJamie Simpson, Chief Policy Officer and Counsel, The Council for Innovation PromotionRobert Taylor, Founder and Owner, RPT Legal Strategies PC[Moderator] Philip Nelson, Partner, Knobbe Martens

In episode 265 of our SAP on Azure video podcast we talk about Delos Cloud.For some countries sovereignty in the context of running applications in the cloud becoms more and more important. There are lots of aspects when it comes to this and different countries look at their own sovereig implementation. In Germany the Delos cloud is such a sovereign and secure cloud platform and I am happy to have Marc Böhnke with us today. Find all the links mentioned here: https://www.saponazurepodcast.de/episode265Reach out to us for any feedback / questions:* Goran Condric: https://www.linkedin.com/in/gorancondric/* Holger Bruchelt: https://www.linkedin.com/in/holger-bruchelt/ #Microsoft #SAP #Azure #SAPonAzure #Delos #Sovereignty

In today's Cloud Wars Minute, I compared the diverging strategies of SAP and Oracle as the AI revolution reshapes enterprise tech.Highlights00:22 — SAP versus Oracle. It was interesting on SAP's recent Q3 earnings call: the financial analysts seemed to be really preoccupied with this notion — was SAP going to get into the hyperscale business? Or was the fact that Oracle is in the cloud infrastructure business something that SAP sees as a disadvantage? I think those are entirely the wrong questions.01:00 — SAP is never going to go in that direction. Where SAP's future is — and what CEO Christian Klein kept coming back to over and over, and I believe very persuasively — is it's all about the data, and AI, and agents, and the way that apps are evolving to pull all of that together. It's about the business data cloud. It's about certain partnerships.01:45 — It reported a 22% increase in cloud revenue, but in constant currency, that was 27%. Its current cloud backlog was up about 27%. So, strong numbers for them — much, much faster than Oracle's apps business is growing. But Oracle thinks it is going to be ahead on the AI front, and with the database, infrastructure, and its vertical market apps, it thinks it's going to have a real case to be made here.02:27 — But from SAP's side, Klein was asked about the hyperscale business. Really? His point was: no, no, no, this is not going to happen. Instead, we're going to double down — triple down — at SAP on the things that we do best and that our customers are looking for us to deliver.03:44 — A big point that Klein made about this — and why he's so confident about SAP's ability as he said, we are seeing more and more that the buying decisions are being made around business outcomes. That's the focus. Certainly, the CIO is involved, but the decisions are moving up into the C-suite and the boards of directors.05:08 — I think the competitive dynamics between SAP and Oracle are going to really intensify over the next two or three years because the opportunity here around the AI Revolution, with agents, AI data, and applications, is incredibly big and powerful. Visit Cloud Wars for more.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über ein Drama bei der Fed, KI-Fantasie bei Caterpillar und Nvidias Sprung über die 5-Billionen-Dollar-Marke. Außerdem geht es um Micron Technology, SK Hynix, AMD, Broadcom, Samsung, Seagate Technology, Fiserv, ServiceNow, Carvana, Adidas, Puma, SAP, Deutsche Bank, DWS, Airbus, Boeing, Mercedes-Benz, BMW, BASF, Arista Networks, Nokia. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

SAP kicked off the week announcing its financial results for the third quarter of 2025. CMiC made a landmark announcement, unveiling NEXUS, their AI-powered construction ERP. Microsoft announced the Finance solution in Microsoft 365 Copilot is now generally available. IFS announced the next evolution of its IFS Loops agent platform: 10 Digital Workers with 50 agentic skills, and a near-term roadmap for 100 skills designed for mission-critical workflows across industries.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In this milestone episode, Manoj Swaminathan, General Manager and Chief Product Officer for Business Suite Finance and Spend at SAP, shares his personal journey, the evolution of SAP Business Suite, and what it means for Cloud ERP customers. Discover how SAP is transforming enterprise operations with harmonized applications, integrated data, and intelligent automation. Manoj breaks down the future of business processes, the role of AI-powered agents, and how customers can unlock real value through end-to-end solutions. What topic would you like us to discuss next? Send an email to insides4@sap.com

This week, we, together with Martin Rowan, reveal how private equity investment raises the stakes for companies to improve business performance. Martin explains why many SAP users underutilize their systems and offers practical steps and real case successes to unlock hidden value.

In this special Halloween episode of SAP Learning Insights, Rebecca Murray from Syntax returns to share the scary side of SAP implementations. Unlike her previous success stories, Rebecca reveals what might happen when a go-live doesn't go according to plan. Rebecca walks us through a particularly haunting weekend cutover and other scenarios where many things that could go wrong seemed to happen. From loading two-week-old data files during a critical system migration to team members sleeping through 2 AM alarms, she illustrates how even well-orchestrated go-lives can quickly become a "comedy of errors." In addition to her first story, Rebecca shares a rapid-fire list of other go-live mishaps she's witnessed: stolen laptops, power outages, missing configuration files, team members leaving projects just before go-live, and even panic attacks during go/no-go decisions. But Rebecca emphasizes that while hiccups are common, major issues are typically caught before GoLive through proper planning and mock exercises. And in the end, she shares some encouraging final words of wisdom.

Mod Cárdenas (b. Guatemala 1982) is a contemporary visual artist and pioneer of Guatemalan street art. Alongside his art, Cardenas pursued a career in Clinical Psychology, that has informed his approach to art from a research and observational base. Cardenas has exhibited extensively around the world with 14 solo exhibitions and several group shows, in addition to his murals and public art installations locally and abroad. His work has received numerous honors including the Highly Commended Award from SAP in Australia, Honorific Mention by Fundación Rozas Botrán in Guatemala, and a finalist position at GAA in Dubai. He was also recognized by the Finance Minister of Guatemala for his contribution to Guatemalan culture and by the Congress of the Guatemalan Republic for his impactful contributions and elevation of the art and culture produced in their country. His work is included in collections such as the Guatemalan National Congress Collection, the Luciano Benetton Collection in Italy, and the Fundación Rozas-Botrán Museum in Guatemala. Watch this episode on YouTube here: https://youtu.be/6NqFcTrLYnM Learn more about him at: https://www.modcardenas.com Find him on Instagram at: https://www.instagram.com/mod77art/ Follow the Agents of Innovation podcast on: Instagram: / innovationradio Twitter: / agentinnovation Facebook: / agentsofinnovationpodcast You can support this podcast and our Fearless Journeys community on our Patreon account: www.patreon.com/fearlessjourneys Want us to host a Fearless Journey group trip to Memphis with Matt Stone? Email us at: fearlessjourneysLLC at gmail dot com You can also join our network -- and our group trips -- through the Fearless Journeys community at: https://www.fearlessjourneys.org and subscribe to our free newsletter at: https://fearlessjourneys.substack.com 00:00 Episode Introduction 00:50 How do we meet? 01:05 First time listening to an episode? // What is Fearless Journeys 3:08 Where did you get your name Mod? 04:39 At what time did you start doing graffiti? 07:04 Art is part of everybody's life 09:14 10 Characteristics of a successful entrepreneur Curious & creative 10:58 How did you start? Why were you anonymous 13:30 Education and other jobs 16:54 Why Mod became a top 5 Tattoo Artist in Guatemala City 18:17 How do people find you before Social Media? 19:15 What kind of art are you particularly known for now? 21:37 Mod's studio 24:00 Self education & Social media 27:44 How's a Guatemalan artist recognized internally and externally 30:03 The importance of telling your story 35:44 The Power of connections 41:05 How can an artist get income? 42:00 How to manage your income being an solo entrepreneur 42:52 Finding a partner that understands you 51:45 How did you get your own Studio 52:15 Not everything is smooth Sailing as an artist - The power of MKTNG 55:14 How to contact Mod 57:35 Commission art and work 59:42 How do you help other artists 1:05:30 Difference between the artist mind and the entrepreneurial mind 1:12:15 You need to sell yourself 1:16:15 Traveling & awards 1:22:30 How many countries have you been to now? 1:25:00 Wrap

Heute nehmen wir euch mit hinter die Kulissen der msg inscom 2025, die unter dem Motto „Creating the Future of Insurance“ in München stattfindet. Unsere Hosts Sebastian Langrehr und Alexander Bernert begrüßen einen ganz besonderen Gast: Johannes Oberhofer, verantwortlich für Künstliche Intelligenz bei der Versicherung Die Bayerische.In dieser spannenden Special-Folge erfahrt ihr, wie Johannes – mit frischem Blick von außen und langjähriger Start-up-Erfahrung – den Weg der Bayerischen zur KI-Readiness gestaltet. Johannes teilt seine Perspektiven zur Digitalisierung in der Versicherungsbranche, berichtet von seiner ersten inscom und gibt Einblicke, wie Unternehmen innovative Technologien als Chance statt Hindernis begreifen können.Wir sprechen darüber, was die Versicherungsbranche von anderen Branchen lernen kann, wie wichtig es ist, Bestehendes regelmäßig zu hinterfragen, und wo künstliche Intelligenz den Arbeitsalltag wirklich erleichtern kann. Außerdem wagen wir gemeinsam einen Blick in die Zukunft der Branche: Wie werden KI-Agents unsere Arbeit und die Beziehung zu Kunden in den kommenden Jahren verändern? Was müsste passieren, damit Versicherungen innovativer und kundenfreundlicher werden?Freut euch auf inspirierende Insights direkt von der inscom, persönliche Geschichten aus dem Arbeitsalltag und jede Menge Impulse für alle, die die Zukunft der Versicherungswelt mitgestalten wollen. Viel Spaß beim Zuhören!Schreibt uns gerne eine Nachricht!Dieser Podcast wird von msg unterstützt. Die msg Gruppe ist führender Anbieter im Versicherungsmarkt für moderne Systemlösungen. Von Automation- über KI- und SAP- bis hin zu modernen Kommunikations- und Vertriebslösungen. Die msg bündelt moderne Technologien mit tiefem Branchen Know-How. Folge uns auf unserer LinkedIn Unternehmensseite für weitere spannende Updates.Unsere Website: https://www.insurancemondaypodcast.de/Du möchtest Gast beim Insurance Monday Podcast sein? Schreibe uns unter info@insurancemondaypodcast.de und wir melden uns umgehend bei Dir.Dieser Podcast wird von dean productions produziert.Vielen Dank, dass Du unseren Podcast hörst!

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über einen bemerkenswerten Rekord in Madrid, vier Aktien für den Milei-Boom und die fünf Namen für den Posten des mächtigsten Notenbankers der Welt. Außerdem geht es um BBVA, Santander, Deutsche Telekom, SAP, Deutsche Börse, Hypoport, Porsche AG, TKMS, Rheinmetall, MP Materials, USA Rare Earth, Keurig Dr Pepper, Amazon, Intellia Therpeutics, Sarepta Therapeutics, MercadorLibre, YPF, Pampa Energia, Banco Macro, Cresud, Amundi Smart Overnight Return (WKN: LYX0WM), Xtrackers II Germany Government Bond 0-1 (WKN: DBX0T8), BNP Paribas EUR Easy Corporate Bond SRI Fossil Free Ultrashort Duration (WKN: A3D4LE), iShares Core MSCI World (WKN: A0RPWH) und Vanguard FTSE All World (WKN: A2PKXG). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In today's Cloud Wars Minute, I show how SAP's seamless data strategy is driving real business value in the age of AI. Highlights00:14 — SAP reported a very nice third quarter last week. Some highlights from SAP Q3, and then I'll do the comparisons with its competitors. So, the cloud revenue overall is up 22% to $6.14 billion. Ad their current cloud backlog, which is pretty close to RPO (Remaining Performance Obligation), the term some companies use, was up 23% to $18.1 billion.01:24 — SAP is at the top, up 22% to $6.14 billion. Second place, Workday: 14% to $2.17 billion. Then Oracle, up 11% for its SaaS products to $3.8 billion. And Salesforce: most recent quarter revenue is up 10% to $10.24 billion. SAP's growth is more than twice as high than what Oracle and Salesforce did, and it's about 60% higher than the growth rate for Workday.02:10 — There's a lot to think about here. What's making this happen? I think a few things are going on. One is, certainly there's a tendency for longtime SAP on-premise customers to slide along and go with SAP.03:06 — The other thing I think SAP has done well is evolving their applications. First, it was the Cloud ERP Suite, now the Business Suite. It's trying to make things simpler for its customers with a seamless experience, same interface, same data model. SAP, along with the others, has been doing a very good job of infusing agentic AI into their applications.04:03 — So, very nice quarter here from SAP for Q3. It continues to dramatically outpace what its competitors are doing. But there's a lot of back and forth, a lot of vying to close that gap on the part of competitors. Visit Cloud Wars for more.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are: AI and Tech Industry Updates: OpenAI launches a new browser called Atlas. AWS experiences significant outages affecting half of the Internet. Google announces a quantum breakthrough and deals with Anthropic. 800 public figures call for a superintelligence ban. Earnings Reports and Market Analysis: Tech's latest earnings season begins. Hosts discuss IBM, Intel, Tesla, SAP, and T-Mobile earnings. OpenAI's Atlas Browser: Pat & Dan compare the new tool to existing browser capabilities and reflect on its potential impact on Google's market dominance. They discuss the broader integration of AI-powered features in the browsing experience. AWS Outage and Infrastructure Resilience: A look at the impact on various services and applications. The hosts underscore the importance of redundancy and multi-cloud strategies, and break down AWS's handling of the situation and communication. Quantum Computing Developments: Looking at Google's Quantum Echoes algorithm breakthrough on the Willow chip. Plus, the potential applications in drug discovery and material science, and government interest in quantum investments. AI Ethics and Regulation: Public figures are urging for a superintelligence ban. Pat & Dan debate the feasibility and necessity of AI regulation, along with the societal implications of advanced AI development. Tech Earnings Deep Dive: IBM's enterprise AI and modernization focus. Intel's foundry progress and market performance. Tesla's narrative shift from cars to AI and robotics. SAP's cloud transition and AI integration, and T-Mobile's operational success and leadership changes. Industry Trends and Future Outlook: A high-level recap on AI integration in enterprise solutions, quantum computing's potential impact on various industries, and the evolving narrative around tech companies beyond traditional metrics. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

In dieser Episode dreht sich alles um die Frage, wie Künstliche Intelligenz Beratung und Vertrieb in der Versicherungswelt revolutioniert. Host Julius Kretz begrüßt dafür den erfahrenen Branchenkenner und Mitgründer von Today, Michael Gackstatter, sowie Mitmoderator Simon Moser.Gemeinsam gehen sie der Vision nach, wie Beratungsqualität digitalisiert und skalierbar gemacht werden kann, warum KI nicht mehr nur Zukunftsmusik, sondern heute bereits Alltag ist – und was es mit dem Namen „Today“ auf sich hat. Michael gibt Einblicke in seine spannende Reise von familiären Wurzeln in der Versicherungswelt bis hin zum Startup-Gründer und spricht darüber, wie KI-Tools junge Makler und Vertriebler unterstützen. Außerdem wagen die drei einen spannenden Blick auf die Herausforderungen für Startups in der von Regulatorik und Tradition geprägten Versicherungsbranche und diskutieren gesellschaftliche, wie persönliche Ziele und Visionen rund um die Zukunft der Beratung.Freut euch auf exklusive Insights, ehrliche Einschätzungen und jede Menge Inspiration aus dem Schnittpunkt von Versicherungswelt, Technologie und Unternehmertum!Schreibt uns gerne eine Nachricht!Dieser Podcast wird von msg unterstützt. Die msg Gruppe ist führender Anbieter im Versicherungsmarkt für moderne Systemlösungen. Von Automation- über KI- und SAP- bis hin zu modernen Kommunikations- und Vertriebslösungen. Die msg bündelt moderne Technologien mit tiefem Branchen Know-How. Folge uns auf unserer LinkedIn Unternehmensseite für weitere spannende Updates.Unsere Website: https://www.insurancemondaypodcast.de/Du möchtest Gast beim Insurance Monday Podcast sein? Schreibe uns unter info@insurancemondaypodcast.de und wir melden uns umgehend bei Dir.Dieser Podcast wird von dean productions produziert.Vielen Dank, dass Du unseren Podcast hörst!

S&P Futures are inching higher this morning as markets digest another round of earnings results. In geopolitical news, the U.S. is tightening sanctions on Russian oil — a move expected to curb purchases from China and India. All eyes are on tomorrow's meeting between U.S. and Chinese officials ahead of next week's high-stakes Trump–Xi summit. Quantum stocks are in focus after reports of funding talks with the Commerce Department in exchange for potential equity stakes. On the economic front, today's key release will be the New Home Sales report from the National Association of Realtors. Earnings movers include DOV, DOW, LVS, and TMUS trading higher, while IBM, SAP, and TSLA dip after results. After the bell, INTC, F, DECK, and VRSN will report — followed by PC, SNY, HCA, GD, and ITW on Friday morning.

Marcy Axelrod is a bestselling and award-winning author, TV Contributor, 2X TEDx speaker and management consultant. Her latest book, How We Choose to Show Up, is a #1 Bestseller and was recently awarded the Hayakawa book prize. Marcy has been interviewed in Forbes, Psychology Today, and The Marketing Journal, among others. Her approaches have been tested and proven through projects with some of the world's largest high-tech companies (e.g., HP, SAP, Cisco). With a background on Wall Street (Lehman Brothers) and in Silicon Valley, Marcy's work has been highly praised by professors at Harvard, Yale, Stanford, Columbia, and Cornell. Based on 20+ years of research, Marcy's latest book, How We Choose to Show Up, presents in 3-D nature's model of how humans are designed to Show Up to thrive. The resulting model is helping thousands of people connect more deeply with themselves, others and their experiences, adding meaning to their lives, and helping companies around the world to innovate and grow. Showing Up integrates neuroscience, psychology, behavioral economics and evolutionary biology with top consulting strategies and leading business practices, to help people, companies and societies succeed.  https://choosetoshowup.com/  

We've worked alongside people for years, only to realize that we know nothing about their personal life. And it probably affected our working relationship. Knowing your colleagues as humans reframes inevitable challenges at work. Had we known our colleagues better, would we have worked through disagreements better or found new ways to collaborate? Yeah, we sure would have. Alison Rand, who helped establish the discipline of design operations through roles at Hot Studio, Frog, Automattic, and SAP, explores building relationships at work in her new book Sentido—a term that encompasses both making sense of things and feeling them deeply. In our conversation, Alison challenges the Silicon Valley orthodoxy of radical candor with her concept of radical humanity. She also explains why designops is fundamentally heart-driven work, and draws unexpected parallels between organizational dynamics and the regenerative systems of Puerto Rico's El Yunque rainforest. Bio Alison Rand brings a unique perspective forged in the crucible of real experience. A native NewYorker who lost her mother at sixteen, she learned early that life rarely follows neat narratives. Her career trajectory—from navigating the male-dominated agency world to building design operations practices at scale—taught her that the skills needed to thrive professionally often mirror those learned navigating the New York subway in the 1980s. After being laid off the same week MIT Press accepted her book proposal, she retreated to the woods to write what became part memoir, part radical reimagining of design leadership. She makes the case that organic intelligence matters as much as academic credentials, and that the future of design leadership lies not in prescriptive frameworks but in building cultures of genuine mutualism. Whether you're wrestling with organizational transformation or questioning the artificial boundaries between personal and professional identity, Alison offers hard-won wisdom about leading with both courage and compassion in spaces that often reward neither. *** Premium Episodes on Design Better This ad-supported episode is available to everyone. If you'd like to hear it ad-free, upgrade to our premium subscription, where you'll get an additional 2 ad-free episodes per month (4 total). Premium subscribers also get access to the documentary Design Disruptors and our growing library of books: You'll also get access to our monthly AMAs with former guests, ad-free episodes, discounts and early access to workshops, and our monthly newsletter The Brief that compiles salient insights, quotes, readings, and creative processes uncovered in the show. And subscribers at the annual level now get access to the Design Better Toolkit, which gets you major discounts and free access to tools and courses that will help you unlock new skills, make your workflow more efficient, and take your creativity further. Upgrade to paid

Derek Champagne talks with Sramana Mitra. Sramana is the founder and CEO of One Million by One Million (1Mby1M), the world's first and only global virtual incubator/accelerator. Its goal is to help a million entrepreneurs globally reach a million dollars in annual revenue, build a trillion dollars in global GDP, and create 10 million jobs.Since its founding in 2010, 1Mby1M has become a powerful platform for democratization of entrepreneurship acceleration.Sramana also developed 1Mby1M's Incubator-in-a-Box methodology for Corporate Incubation that is used by enterprises to manage internal and external innovation endeavors.In 2015, LinkedIn named Sramana one of their Top 10 Influencers alongside Bill Gates and Richard Branson.Sramana has been an entrepreneur and a strategy consultant in Silicon Valley since 1994. Her fields of experience span from hardcore technology disciplines like Artificial Intelligence, Cloud Computing and Semiconductors, to sophisticated consumer marketing industries including e-commerce, fashion and education.As an entrepreneur CEO, Sramana founded three companies: Dais (off-shore software services), Intarka (sales lead generation and qualification software using Artificial Intelligence algorithms; VC: NEA) and Uuma (online personalized store for selling clothes using Expert Systems software; VC: Redwood). Two of these were acquired, while the third received an acquisition offer from Ralph Lauren which the company did not accept.As strategy consultant, Sramana has consulted with over 80 companies, including public companies such as SAP, Cadence Design Systems, Webex, KLA-Tencor, Best Buy, MercadoLibre and Tessera among others. Her work has also included numerous startups and VCs.Sramana has a Masters degree in EECS from MIT and a Bachelors degree in Computer Science and Economics from Smith College.From 2000 to 2004, Sramana chaired the MIT Club of Northern California's entrepreneurship program in Silicon Valley.Learn more at www.1Mby1M.comBusiness Leadership Series Intro and Outro music provided by Just Off Turner: https://music.apple.com/za/album/the-long-walk-back/268386576

Clipboard Image Stealer Xavier presents an infostealer in Python that steals images from the clipboard. https://isc.sans.edu/diary/Clipboard%20Pictures%20Exfiltration%20in%20Python%20Infostealer/32372 F5 Compromise F5 announced a wide-ranging compromise today. Source code and information about unpatched vulnerabilities were stolen. https://my.f5.com/manage/s/article/K000157005 https://my.f5.com/manage/s/article/K000156572 https://my.f5.com/manage/s/article/K000154696 Adobe Updates Adobe updated 12 different products yesterday. https://helpx.adobe.com/security.html SAP Patchday Among the critical vulnerabilities patched in SAP s products are two deserialization vulnerabilities with a CVSS score of 10.0 https://support.sap.com/en/my-support/knowledge-base/security-notes-news/october-2025.html https://onapsis.com/blog/sap-security-patch-day-october-2025/