Podcasts about Sap

In this episode of One Vision Podcast, Theo chats with Huyen Tran from US Bank and founder/investor at Elys Ventures. Huyen shares her path from computer engineering and early real-estate investing to two decades in banking product leadership and P&L ownership. She discusses why banks can appear slow due to resilience, regulation, legacy systems, and trust requirements, and how AI will accelerate prototyping, testing, data analysis, and iterative product development while meeting customer expectations for personalization and security amid rising fraud. A must-listen episode on startup, innovation, relationship building, and ecosystem thinking.

"The most important thing for a leader, in my view, is integrity." "You need to be hands-on, but then you need to delegate." "If this fails, ultimately, the accountability sits with me." "Culture is something that all of us jointly develop and nurture." "At the end of the day, you have to own your decisions, so you cannot just let AI make   Noriko Sasaki is Country Head of Checkout.com Japan, leading the UK-based payment service provider's expansion in the Japanese market. Checkout.com helps online merchants, gaming companies and digital platforms process payments, improve acceptance rates, receive settlement funds and use payments as a driver of growth and profitability. Sasaki was born in Saitama and spent part of her childhood in Los Angeles when her father was assigned to American Honda. Returning to Japan as a teenager, she rebuilt her Japanese literacy, entered a leading Tokyo high school through a returnee pathway and later studied political science at Waseda University. She began her career in international consulting, working on business-process reengineering and SAP implementation, before earning an MBA from Carnegie Mellon University. After returning to Japan, she worked at Walt Disney and then spent close to twenty years at Citibank, where she led major sales operations and participated in the historic transfer of Citi's Japanese retail-banking business into SMBC Trust Bank. She later held roles at Accenture, PwC and a Japanese consulting start-up before joining Checkout.com in November 2024. Her career combines consulting discipline, financial-services leadership, operational transformation, bicultural communication and a long-standing commitment to advancing women in leadership.   Noriko Sasaki's leadership journey has been shaped by repeated transitions across cultures, industries and organisational models. Born in Japan and raised partly in Los Angeles, she returned at fifteen with strong spoken Japanese but limited reading ability. Re-entering the Japanese education system required intensive study, adaptability and resilience. That bicultural experience later became a professional advantage, allowing her to move between Japanese context and international corporate expectations. After studying political science at Waseda University, Sasaki entered international consulting, where she worked on business-process reengineering, operational standardisation and SAP implementation. She eventually questioned whether advice based mainly on frameworks was enough without experience inside a company. An MBA at Carnegie Mellon gave her a broader business foundation, after which she returned to Japan, joined Walt Disney and then moved into banking through a major Citi integration project. Her first substantive people-management role came at Citi. The team was small and entirely female, and one early challenge was managing someone older, more experienced and more knowledgeable about banking. Sasaki responded with humility and respect rather than relying on title. She clarified that both people had different responsibilities, maintained a continuous dialogue and focused the team on a shared goal. That approach became a recurring leadership principle: alignment requires over-communication, clear accountability and respect for expertise at every level. Sasaki later led Citi's branch sales organisation and became closely involved in the transfer of the Japanese retail bank into SMBC Trust Bank. The experience taught her how to translate vision into strategy, strategy into action and action into clearly assigned responsibility. She also learned that senior leaders cannot remain distant from operations. At times, she worked directly on front-line tasks and took customer calls to understand the real issues. The challenge is to remain sufficiently hands-on to retain credibility while delegating enough to expand the organisation's capacity. Her delegation model is structured rather than passive. Before assigning work, she checks the timeline, capacity, assumptions and direction. She asks for interim updates well before completion so that course corrections do not arrive at the final moment and destroy motivation. The employee retains room to execute, but Sasaki remains accountable for the outcome. That air cover matters in a Japanese environment where fear of mistakes can discourage initiative. Innovation similarly depends on lowering the barrier to contribution. Sasaki uses brainstorming rules that give everyone an equal opportunity to speak and explicitly reject the idea of a stupid suggestion. She reminds teams that improvement does not always require a dramatic zero-to-one breakthrough. A small change from 1.0 to 1.1 can still create meaningful value. This framing is especially useful in Japan, where perfectionism, hierarchy, seniority and concern about losing face can suppress ideas before they are voiced. Trust, in Sasaki's view, is built through the smallest commitments. If she casually promises dinner, she records it and follows through. Technology helps her remember birthdays, promises and relationship milestones, but the principle is behavioural consistency. Blaming someone when something goes wrong can destroy trust immediately. Leaders therefore need to own consequences, support people through difficulties and demonstrate that accountability flows upward as well as downward. At Checkout.com, Sasaki works within global operating principles while adapting them to Japan. A principle such as 'talk straight' cannot simply be imported as blunt communication. Honesty must remain, but the method should fit the individual and the high-context Japanese environment. She rejects the notion of building a personal empire around the country head. Culture should survive the leader and be jointly developed by everyone, because engagement is a shared responsibility. Her advice to expatriate leaders is to be patient, recognise the depth of context behind Japanese communication and keep searching for channels through which people can contribute. She also urges them to enjoy Japan beyond the office. For women seeking leadership, she stresses sponsors, internal and external networks, authentic behaviour and the willingness to accept promotion as a means of influencing change for others, not merely pursuing personal ambition. Sasaki's leadership definition rests on four pillars: integrity, vision, communication and accountability. AI can strengthen decision intelligence by processing more information and highlighting options, but leaders must still judge relevance and own the final decision. AI also creates a human-capital challenge: when routine work collapses from 100 hours to ten, leaders need a vision for the capacity released. People should be treated as capital and sources of ideas, not simply as costs to eliminate. Q&A Summary What makes leadership in Japan unique? Leadership in Japan operates inside a high-context culture where a spoken sentence rarely contains the entire message. Sasaki advises leaders to consider background relationships, informal communication and the time people need to digest information before responding. Silence does not necessarily indicate disengagement, and an immediate answer may not be realistic when employees are trying to avoid mistakes. Hierarchy, age, tenure and gender can also influence who feels entitled to speak. Effective leaders create equal opportunities for contribution, clarify expectations and adapt the communication method to the individual without compromising honesty. Why do global executives struggle? Global executives often struggle because they import behavioural principles without local adaptation. A global instruction to 'talk straight', for example, can be interpreted as permission for bluntness, even though direct confrontation may shut down dialogue in Japan. Leaders also underestimate how much patience, explanation and relationship-building are required. Sasaki recommends resisting the urge to judge delayed responses as resistance. Foreign executives should search for different communication channels and recognise that Japanese colleagues often have valuable ideas but may lack confidence in English or fear offering unverified information. Is Japan truly risk-averse? Japan's reluctance to take risk is closely connected to perfectionism, accountability and fear of public error. Sasaki lowers this barrier by making delegation explicit, requesting early updates and accepting ultimate accountability when an initiative fails. She also reframes innovation as incremental improvement rather than demanding a revolutionary breakthrough. An idea that improves a process from 1.0 to 1.1 is still worthwhile. When leaders demonstrate that there are no stupid ideas and that people will be supported rather than blamed, employees become more willing to test improvements and leave the safety of established routines. What leadership style actually works? Sasaki's style balances humility, structure and hands-on credibility. When managing people with greater age or technical experience, she respects what they know while remaining clear about her own role. She aligns people around mission, breaks vision into strategy and action, and specifies responsibility, including her own. She will enter the operation to understand reality, but she does not remain there permanently. Delegation succeeds when people know the direction, assumptions, deadline and escalation points. The leader provides support, receives interim updates and owns the consequence without micromanaging every step. How can technology help? Technology supports both Checkout.com's payment business and Sasaki's leadership practices. Payments data can help merchants improve profitability and growth, while productivity tools help leaders keep promises and maintain relationships through reminders and accurate follow-up. AI extends this further by processing a much larger volume of information and supporting decision intelligence, scenario development and contingency planning. Sasaki nevertheless draws a clear boundary: AI can provide evidence and insights, but leaders must determine what is relevant and own the decision. Technology should strengthen judgement rather than replace responsibility. Does language proficiency matter? Language proficiency matters because Japanese is a high-context language and much meaning sits in nuance, implication and relationship history. At the same time, Sasaki believes communication is possible even when English proficiency is limited, provided there is patience and genuine will on both sides. Leaders should use multiple channels, allow preparation and avoid assuming that difficulty expressing an idea means the person has nothing to contribute. Her own bicultural background demonstrates the value of moving between languages and contexts, but the deeper skill is creating enough psychological safety for people to keep trying. What's the ultimate leadership lesson? The ultimate leadership lesson is to act with integrity and accept accountability. Sasaki believes leaders must consistently do what is right for the company, customers, society and other people. Vision gives direction; communication enables others to understand it; accountability assures employees that the leader has their back. Culture should not become a personality cult or depend on one country head. It should be jointly developed, durable and grounded in shared behavioural principles. Leadership is therefore not personal dominance, but consistent stewardship that allows others to act, learn and contribute. Author Credentials Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have also been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー). In addition to his books, Greg publishes daily blogs on LinkedIn, Facebook, and Twitter, offering practical insights on leadership, communication, and Japanese business culture. He is also the host of six weekly podcasts, including The Leadership Japan Series, The Sales Japan Series, The Presentations Japan Series, Japan Business Mastery, and Japan's Top Business Interviews. On YouTube, he produces three weekly shows — The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews — which have become leading resources for executives seeking strategies for success in Japan.

Send us Fan MailThis episode is brought to you by Microsoft and Intel This week on ASUG Talks, we break down the key themes from the ASUG research project, conducted in collaboration with Microsoft and Intel, "Clos­ing the Data Trans­for­ma­tion Gap: How SAP Cus­tomers Are Advanc­ing Data Strat­e­gy, AI Readi­ness, and Execution". Key Insights The different AI adoption mindsets ASUG research identified in the community Common AI adoption challenges The ASUG community's AI adoption progressionThis week at ASUG...Read about Victrola's SAP ECC to Cloud ERP trasnformationTune into a webcast where Lakeside Foods charts how its using Claude Code along­side SAP devel­op­ment work­flows More from ASUG Subscribe the weekly First Five newsletterFind your local ASUG Chapter Register for ASUG Tech Connect

In this episode of the All Things Sustainable podcast, we explore the risks and opportunities AI presents for companies in an interview with Sophia Mendelsohn.   Sophia is Chief Sustainability and Commercial Officer at SAP, one of the world's largest producers of software. She outlines how companies are leveraging AI to become more sustainable. She also explains why many executives have "a blind spot" in their AI strategy when it comes to sustainability.   "They're racing to scale the technology, and we're treating sustainability sort of as last year's hype cycle ... instead of a condition for AI growth," Sophia says. "AI's first wave of expansion was fueled by our awe of the technology, but our second wave of the expansion has to be powered and protected by our ability to reconcile AI with the physical world we're using it in."   This episode is the latest installment in our CSO Insights podcast series, where we interview Chief Sustainability Officers around the world and across industries. Listen to other episodes in this series here.  Further reading:  AI adoption is soaring, but few companies are measuring its impact | S&P Global  S&P Global's Top 10 Sustainability Trends to Watch in 2026 | S&P Global  Copyright ©2026 by S&P Global  DISCLAIMER       By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Freud und Leid bei Amazon und Apple, die enttäuschenden Zahlen von Coinbase und den historischen Fall von Adidas. Außerdem geht es um Microsoft, Roblox, Reddit, Monolithic Power Systems, AXT, Marvell Technology, Live Nation Entertainment, Western Union, Infineon, Siemens Energy, Siemens, Hochtief, Siltronic, Nemetschek, TeamViewer, SAP, IREN, Nebius, Sandisk, Micron Technology, SK Hynix, Bloom Energy, CoreWeave, Core Scientific, Nvidia, AMD, Broadcom, Adobe, Arm Holdings, Lam Research, Schneider Electric, Ahold Delhaize und Walmart. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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 Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Das echtgeld.tv-Depot steht aktuell bei 422.017 Euro. Seit dem letzten Depot-Update Anfang Juni hat es 3,6 Prozent zugelegt und damit den breiten Welt-ETF geschlagen. Seit dem 19. Dezember fällt das Bild allerdings anders aus! Tobias Kramer erklärt, welche Rolle die geringere Technologiegewichtung dabei spielt, warum er sich mit seiner Allokation und dem Risiko-Management dennoch wohlfühlt und wo er jetzt neues Kapital investiert. Im Mittelpunkt stehen mehrere konkrete Portfolio-Entscheidungen: • Aus dem Tabakdepot fließen 607 Euro Dividenden zurück in Imperial Brands. Tobias kauft 18 weitere Aktien und setzt damit erneut auf die aus seiner Sicht attraktivste Bewertung unter seinen fünf Tabakwerten. • Das Gesundheitsportfolio wächst über drei ETF-Sparpläne weiter: MSCI World Healthcare, MSCI Europe Healthcare sowie Medical Robotics and Bionic Engineering. • Die Übernahme von TruBridge ist abgeschlossen. Aus dem ursprünglichen Einsatz von rund 1.200 Euro wurde eine Gutschrift von gut 2.600 Euro. Aber, da wird es noch ein Update geben! • Im DAX-Portfolio investiert Tobias die erhaltenen Dividenden neu. Für die bislang kleinste Position Henkel stellt er eine Limit-Order über sieben Aktien zu 75,75 Euro ein. • PayPal, Shimano, Fresenius und Novo Nordisk sorgten in den vergangenen zwei Monaten für deutlichen Rückenwind. Bei PayPal treiben zusätzlich die Übernahmegerüchte den Kurs. • Samsung verliert seit Anfang Juni knapp 28 Prozent. Tobias bleibt dennoch investiert und erklärt, warum die Aktie auf Basis der aktuellen Gewinnschätzungen weiterhin außergewöhnlich günstig erscheint. • Bei Hermès nutzt Tobias den jüngsten Kursrückgang und verdoppelt seine Position. Die Aktie liegt fast 50 Prozent unter ihrem früheren Höchststand, bleibt mit einem erwarteten KGV von rund 30 aber anspruchsvoll bewertet. • Außerdem geht es um SAP auf der Watchlist, die langfristige Entwicklung des Tabakdepots sowie die jüngsten Rückgänge bei 2G Energy, Palantir und Energiekontor. Welche der im Video genannten Aktien würdet ihr auf dem aktuellen Kursniveau aufstocken – und warum?

In episode 298 of our SAP on Azure video podcast we talk about LogServ with Sentinel and enhancing Support for RISE on AWS & GCP. In previous episodes we already talked about LogServ and how this can help collecting, storing and forwarding log information. The SAP LogServ integration with Microsoft Sentinel is already used by lots of SAP RISE customers. When your SAP on RISE system is running on Azure that is an obvious choice. But what if you selected AWS or GCP as the underlying infrastructure? I am glad to have Martin, Bastian and Hemanth from SAP with us today. Find all the links mentioned here: https://www.saponazurepodcast.de/episode298Reach 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 #RISE #Sentinel #LogServ

Is Clean Core keeping you from tailoring SAP to your actual business needs? The move to #S4HANA Cloud (Public Edition) requires a fundamental mind shift. While the goal is to stick to the standard, real-world business processes often demand custom extensions, simpler screens, and smart automation.In the latest episode of #HANACafeNL, we sit down with Stefanie Schulkes and Sanne van Bruijnsvoort from Scheer Netherlands to explore practical extensibility strategies.Here's what we cover in this episode:Simplifying Complex S/4HANA Screens: How Scheer built #SAPBuild apps to reduce unnecessary UI friction for project managers and purchasing teams.From Low-Code to AI Agents & Joule: Moving beyond simplified UIs into conversational UI, Joule Skills, and visual agents for automated task handling.Creative #SAPBTP Workarounds: Real-world examples combining SAP Build Process Automation, CDS Views, and MS Graph APIs when standard features fall short.Enterprise Governance & Guardrails: Why AI agents in enterprise setups need proper identity management, process monitoring, and strict guardrails.Your HANA Cafe NL hosts: Jan Penninkhof and Twan van den BroekS11E11

SAP lockert dank EU-Vorgaben seine Wartungs- und Supportregeln für On-Premises-Systeme. Kunden können ihre Landschaft künftig feiner aufteilen und Support gezielter wählen.

What prevents a successful AI experiment from becoming a dependable production system that delivers measurable business value? In this episode of Tech Talks Daily, I speak with Ed Macosky, Chief Product and Technology Officer at Boomi, about AI pilot purgatory, integration, governance, model selection, token costs, and the technical skills businesses may need as adoption grows. Ed leads Boomi's product and engineering teams while also using AI tools inside his own organization. That gives him a view from both sides: creating technology for enterprise customers and applying it within active product development workflows. He believes many AI pilots begin with the wrong question. Teams become interested in the latest model or feature before defining the business problem they want to solve. The experiment may work during a demonstration, then fail when it encounters real data, access controls, security policies, and production systems. Placing company information inside a data lake and adding a language model does not automatically create a business application. The system must access current data reliably, respect employee permissions, connect with existing applications, and operate within governance rules that security teams can approve. Ed recommends beginning with a defined business opportunity and establishing the access required to support it. Existing APIs can already provide authentication, permissions, and governance. MCP can offer another route into enterprise systems, but those connections still require security, monitoring, and management. Team alignment also matters. An AI center may be racing to test models while an integration center concentrates on a different set of priorities. When those groups fail to coordinate, the pilot lacks the connectivity and automation required to become part of a production workflow. The discussion then turns toward fragmentation. Every technology wave produces new vendors, frameworks, and specialist tools. Early experimentation benefits from variety, but mature companies can eventually find themselves maintaining a complicated collection of products held together with custom code and, occasionally, the digital equivalent of duct tape. Ed does not recommend placing every function with one provider. He does argue for enough consolidation and abstraction to prevent experimentation from creating years of technology debt. Governance and observability should also work horizontally across different environments, including platforms such as SAP, Salesforce, and several AI model providers. That becomes increasingly important as businesses introduce autonomous agents. Leaders need to know which agents exist, what systems they can access, what actions they can take, and how each decision is recorded. AI gateways and agent control towers can provide a wider view across otherwise separate technology environments. Ed also introduces the idea of the frontier engineer. A prompt engineer concentrates on communicating effectively with a model. A frontier engineer understands how the model works, including its logic, mathematics, algorithms, and suitability for different workloads. He does not believe every company needs a large team of these specialists. However, he argues that enterprises need at least one person capable of assessing vendor claims and deciding whether a frontier model, specialist model, or open weight model fits a particular workload. Cost creates another reason to examine model selection. Sending every employee request or agent task to the most capable frontier model can become expensive. Some repeatable workloads may run on open weight models inside the company's cloud or hardware environment, giving finance teams greater cost certainty. Boomi is developing Boomi Prompt to route requests according to their complexity and requirements. A simple factual request might go directly to an API. A forecasting task may use a smaller model. A difficult analytical request could be sent to a frontier model. Ed uses the weather as a helpful example. Retrieving next Tuesday's forecast does not require a language model when a public weather API can return the answer directly. Asking a model to perform every form of automation wastes tokens, computing power, energy, and money. The episode closes with practical advice for CIOs. Avoid starting with a broad objective such as agentifying the entire business. Choose a department, identify a small number of tasks, define the expected return, and work backward. Once the team proves value and understands the operating requirements, it can repeat the process elsewhere. Could intelligent routing, stronger integration, and clearer business outcomes finally move enterprise AI beyond pilot purgatory? Listen to the episode and share your thoughts with me.

Aujourd'hui, nous analysons une véritable bombe à retardement pour la sécurité des systèmes d'information.Selon le rapport 2026 CISO AI Risk Report publié par l'éditeur Saviynt, les agents IA ont massivement infiltré nos infrastructures professionnelles, mais ils échappent encore presque totalement au contrôle et à la gouvernance des directions informatiques.Le paradoxe des accès critiquesLe premier point est le paradoxe des accès critiques.Les agents IA ne se contentent plus de résumer des documents, ils manipulent désormais des données sensibles et exécutent des actions complexes de manière autonome.Concrètement, plus de 70% des responsables de la sécurité informatique (RSSI) admettent que ces outils accèdent déjà à des applications d'entreprise hautement stratégiques comme Salesforce ou SAP.Le problème, c'est que nos modèles traditionnels de gestion des identités et des accès ont été conçus historiquement pour des profils humains ou des connexions applicatives prévisibles.Face à des algorithmes capables d'agir de manière autonome à grande échelle, la gouvernance est à la traîne. Résultat, seuls 16% de ces accès critiques sont aujourd'hui correctement encadrés et sécurisés.L'aveuglement généralCe qui nous amène à notre deuxième constat, qui est l'aveuglement général.En effet, plus de 90% des organisations avouent ne pas avoir une visibilité complète sur les identités IA actives dans leur propre réseau.Plus inquiétant encore, les trois quarts des RSSI ont détecté des outils d'IA générative non autorisés en interne.Et près de la moitié ont observé des comportements totalement imprévus de la part de ces agents.Un tiers des entreprises a même déjà subi un incident de sécurité lié à l'IA au cours des douze derniers mois.Et pourtant, seules 5% des organisations se disent capables de détecter et de gérer un agent IA s'il venait à être compromis par un cyberattaquant. Bref, pour la grande majorité, c'est le saut de l'ange dans l'inconnu.Un changement radical de paradigmeAlors, comment redresser la barre pour éviter le chaos ? C'est notre troisième pilier.Il faut opérer un changement radical de paradigme. Les DSI doivent impérativement traiter les agents IA comme des identités numériques à part entière, au même titre qu'un collaborateur humain, ou un serveur physique.Pour réduire l'exposition aux risques, la priorité absolue des décideurs est d'inventorier chaque outil et de surveiller ses privilèges en continu.Il faut appliquer strictement le principe du moindre privilège et automatiser la suppression des accès dès qu'un agent n'en a plus l'utilité.À l'ère de l'autonomie technologique, la sécurité ne peut plus se permettre d'attendre les audits trimestriels.Le ZD Tech est sur toutes les plateformes de podcast ! Abonnez-vous !Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Think SAP is just a system of record? Think again. In this must-watch episode of PayrollBADIeS, we sit down with Siva Sundaresan, the new leader of SAP SuccessFactors, to discuss SAP's AI-native strategy and what it means for the future of HR. Siva shares how SAP is combining decades of enterprise data and business context with Joule, agents, and native AI to move beyond the hype and deliver real customer outcomes. We get into:

To start the week, SAP announced its financial results for the second quarter and half year 2026. In other news, Workday announced that Workday Adaptive Planning has achieved FedRAMP Authorization at the Moderate Impact Level. Then, Procore announced three new Digital Coworker packages that make it easier for construction organizations to adopt and scale AI. Finally, Unit4 announced Data Hub, a managed, high-volume extraction layer built into Unit4 ERPx.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über die anhaltende Chip-Krise, eine prickelnde Überraschung von Coca-Cola und Hammer-Zahlen von Seagate. Außerdem geht es um Corning, Amkor Technology, Carrier Global, Hubbell, Micron Technology, Arm Holdings, Marvell Technology, Meta Platforms, Nvidia, Goldman Sachs, Bloom Energy, Coca-Cola, Visa, Mondelez International, AIXTRON, SMA Solar Technology, Siltronic, Infineon, SAP, Nemetschek, TeamViewer, Bechtle, Mercedes-Benz, Daimler Truck, RWE, Ford, SK Hynix, Microsoft, Lam Research, Applied Materials, Nikon, Canon, Lasertec, IMAX, iShares Core MSCI World ETF (WKN: A0RPWH), Xtrackers S&P 500 Equal Weight ETF 1C (WKN: A1106A). Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket für den „Alles Auf Aktien Summit“ – aber nur unter folgendem Link. https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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 Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

PwC's Christian Sachse joins us to talk all things logistics. Discover recent trends such as automation, AI, nearshoring, and sustainability.Download the episode transcript⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠===== In this episode, Christian Sachse of PwC Germany shares what supply chain leaders must prepare for in logistics, from automation and AI to sustainability, nearshoring, labor shifts, and resilience. He explains how planning, visibility, and control towers support better execution.  ===== Guest 1: Christian Sachse, Director, PwC Christian Sachse is a Director at PwC Germany, where he leads the transportation practice within PwC's global Center of Excellence for Logistics Transformation. With a career spanning over a decade in SAP logistics consulting — progressing from ABAP developer to senior leadership roles at firms including IBM, Deloitte, and PwC — he brings deep expertise in SAP Transportation Management and end-to-end supply chain optimization to global organizations across automotive, manufacturing, retail, chemicals, and beyond. In today's discussion, he shares his perspective on the future of supply chain technology and innovation.Host 1: Richard Howells⁠⁠⁠⁠⁠⁠⁠Richard Howells⁠⁠⁠⁠⁠⁠⁠ has been working in the Supply Chain Management and Manufacturing space for over 30 years. He is responsible for driving the thought leadership and awareness of SAP's ERP, Finance, and Supply Chain solutions and is an active writer, podcaster, and thought leader on the topics of supply chain, Industry 4.0, digitization, and sustainability.Host 2: Oyku Ilgar, SAP  Oyku Ilgar is a marketer and thought leader specializing in SAP's digital supply chain and ERP solutions since 2017. As a marketer, blogger, and podcaster, she creates engaging content that highlights innovative SAP technologies and explores key topics including business trends, AI, Industry 4.0, and sustainability.   She holds dual bachelor's degrees in Finance & Accounting and English Translation, along with a master's degree in Business Administration and Foreign Trade, specializing in marketing. With her background in digital transformation, Oyku communicates technology trends and industry insights to help professionals navigate the evolving business landscape.  ===== Show Links:PwCSupply Chain Management:  ⁠⁠⁠⁠SAP Supply Chain Management⁠⁠⁠⁠ ⁠⁠⁠⁠SAP Insights: Supply Chain⁠⁠⁠⁠       Follow Us on Social Media : Richard Howells: ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠, Oyku Ilgar: ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠      SAP Digital Supply Chain: ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠    Please give us a like, share, and subscribe to stay up-to-date on future episodes! 

In our latest episode, Craig is joined by Uma Rani, President and Chief Product Officer for Cloud ERP Private at SAP. Uma sets out how SAP Cloud ERP Private has evolved since 2020 and the strategy shaping it today. She explains where Sovereign Cloud fits, and the differences between private and public cloud.Craig and Uma then turn to the autonomous enterprise. They discuss AI agents available across SAP's environments, and how a clean core approach can help minimise customisations. To learn more about the UKISUG referral scheme, visit: https://www.sapusers.org/community-referral-scheme 

Send us Fan MailThis week's enterprise software developments highlight continued momentum around AI, customer experience, enterprise integration, and cloud modernization. People.ai rebranded as Backstory, while Sage expanded Sage Intacct Advisory and introduced a new Human Capital Management solution to broaden its business application portfolio. Syntax launched a GenAI-powered migration offering for SAP customers, Braze unveiled new capabilities to enhance customer experiences, and Emfluence announced an integration with Avid. Additional announcements included HUMAN Security extending agentic visibility to marketing and commerce teams, Iterable introducing a new AI agent, Precisely releasing the latest version of EngageOne RapidCX, and SAP and Google Cloud expanding their integrations to strengthen enterprise AI and cloud capabilities.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=rJ4gLeprFeIQuestions for Panelists?

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über liederliche Märkte, ein mattes Lebenszeichen von LVMH und einen Rekord bei der Odysseus-Aktie. Außerdem geht es um AMD, SanDisk, ASML, Lam Research, Nvidia, SAP, Atoss, Nemetschek, Ionos, Teamviewer, Infineon, BE Semiconductor, Hochtief, Lufthansa, Air France, BP, Eni, Eon, RWE, Vodafone, Zalando, Scout24, Ubisoft, IMAX, CXMT, Tencent, Samsung, SK Hynix, Micron, SpaceX, KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF (WKN: A3CU6C), Invesco EQQQ Nasdaq-100 UCITS ETF (WKN: 801498), Xtrackers Harvest CSI300 UCITS ETF 1D (WKN: DBX0NK), iShares MSCI China A UCITS ETF (WKN: A12DPT), HSBC Hang Seng TECH UCITS ETF (WKN: A2QHV0), Vanguard EUR Corporate Bond ETF (WKN: A143JK), PIMCO EM Advantage Local Bond ETF (WKN: A1W95H), Global X SuperDividend ETF (WKN: A3DEKS), IncomeShares Gold+Yield ETF (WKN: A4AH1M) und IncomeShares Silver+Yield ETF (WKN: A4AN02). 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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 Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Heiko Thieme bleibt im Gespräch mit Börsenradio-Host Peter Heinrich trotz zahlreicher geopolitischer Baustellen optimistisch: Zum Jahresende hält er neue Rekorde für möglich. Für den DAX nennt er ein Ziel von 27.500 Punkten. Gleichzeitig warnt er vor einer Sommerkorrektur von 5 bis 10 % und empfiehlt rund 20 % Liquidität. Seine Strategie bleibt strikt antizyklisch: gefallene Qualitätswerte kaufen, in Tranchen vorgehen und Gewinne diszipliniert sichern. Ab einem Kursplus von 25 % soll das erste Drittel verkauft werden, ab 35 % das zweite. Der Rest läuft mit nachgezogenem Stopp weiter. China gewinnt für Thieme an Gewicht. Wegen der technologischen Aufholjagd und der Stärke bei Batterietechnik, Solarenergie, Windkraft und seltenen Erden hält er einen Depotanteil von bis zu 10 % für vertretbar. Bei Novo Nordisk und Adobe rät er Clubmitglied Julius zu Geduld statt zu einem Panikverkauf: Beide Positionen halten und den Kauf einer weiteren Tranche erst bei deutlich tieferen Kursen prüfen. Auch Mercedes, SAP und gefallene Nebenwerte wie Adesso sieht Thieme als Chancen für geduldige Anleger. Seine Kernbotschaft: Nicht den Kursen hinterherlaufen, sondern dort hinschauen, wo andere längst das Interesse verloren haben. Hier geht es direkt zur Clubausgabe: https://www.heiko-thieme.club/2026/07/28/heiko-thieme-die-boerse-liebt-gefallene-engel-aber-keine-schlafenden-anleger/ Werden Sie Clubmitglied

Der Kurseinbruch bei den Chipwerten hat sich fortgesetzt. Gleichzeitig gab es keine neuen Angriffe im Iran-Krieg, woraufhin der Ölpreis eingebrochen ist. Diese Themen bespricht Finanzspezialist Egmond Haidt in der Sendung ebenso wie die neuesten Zahlen und Nachrichten zu Tesla, Alphabet, SK Hynix, Advanced Micro Devices, Infineon, SAP, Mercedes-Benz und Amer Sports.

In this episode, I sit down with Madeline Brady, a recruiter at InterEx specialising in the SAP contract market, to unpack how she went from nearly quitting recruitment at the end of 2024 to building an $11K weekly GP book and chasing a $1M billing year in 2026.Connect with Madeline here: https://www.linkedin.com/in/madeline-brady-068b3217a/-------------------------Watch the episode on YouTube: https://youtu.be/Gd7c00Q9cGQ-------------------------Podcast Sponsors: Claim your exclusive savings from our partners with the links below:Sourcewhale - Check Out Sourcewhale & Claim Your Exclusive Offer Here.Atlas - Check Out Atlas & Claim Your Exclusive Offer HereRaise - Check Out Raise & Claim Your Exclusive Offer Here.-------------------------Want more content like this?The Wednesday Debrief is our free weekly newsletter for recruiters who take their craft seriously. Join 7,000+ subscribers here: https://newsletter.recruitmentmentors.com/-------------------------Get in touch with me:Linkedin: https://www.linkedin.com/in/hishemazzouz/-------------------------

In dieser Folge sprechen Sin To und Annette Garcia Lorenzo mit Johann Stadler von Hilti und Andreas Madlencnik von SAP über Datensouveränität, hybride Cloud-Landschaften, globale Skalierbarkeit und KI im Supply-Chain-Kontext.Download the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠episode transcript⁠⁠⁠⁠⁠⁠⁠⁠===== Wie gelingen Datensouveränität, hybride Cloud-Architekturen und globale Skalierbarkeit in der Supply Chain? Sin To und Annette Garcia Lorenzo sprechen mit Johann Stadler (Hilti) und Andreas Madlencnik (SAP) über Private Cloud, Public Cloud, PLM, ERP, Manufacturing Execution und KI, für alle, die Industrie, Daten und End-to-End-Prozesse strategisch weiterdenken. ===== Guest 1: Johann Stadler, Head of Large Projects & Manufacturing IT, Hilti GroupJohann Stadler is an experienced leader in Business & IT with a strong background in managing multiple departments across Europe, Asia and America. He plays an active role in shaping Hilti's corporate strategy, oversees the tactical dimension, realization, and operations in Large Projects and Manufacturing IT. He has a proven track record in delivering IT solutions and processes essential for leveraging Hilti's corporate strategy.Guest 2: Andreas Madlencnik, Business Development Manager PLM | Middle Eastern Europe | Supply Chain ManagementHost 1: Sin ToSin To brings over 15 years of experience in the digital media and technology industry – primarily in marketing, business development, thought leadership, and editorial. At SAP, they ensure that SAP's supply chain solutions are properly visible with a focus on future trends and sustainable innovations as part of the Thought Leadership & Awareness Supply Chain Team.Host 2: Annette Garcia-LorenzoAnnette García Lorenzo⁠⁠⁠⁠⁠⁠ has been working at SAP since 2001, with over 8 years of experience in the Product Lifecycle Management and Manufacturing space. As Adoption Lead for PLM and SAP IPD, she helps SAP customer and partners make the most of our solutions, while channelling their feedback back to SAP product management. She is an active speaker, blogger, and podcaster on the topics of PLM and Manufacturing.===== Show Links:SAP Digital Supply Chain: ⁠www.sap.com/scm⁠Follow Us on Social Media : Johann StadlerLinkedIn: https://www.linkedin.com/in/johannstadler/ Andreas MadlencnikLinkedIn: https://www.linkedin.com/in/andreas-madlencnik/ Annette Garcia-LorenzoLinkedIn: https://www.linkedin.com/in/annette-garcia-lorenzo/ Sin To: LinkedIn: www.linkedin.com/in/sin-to-5334208 SAP Digital Supply Chain:LinkedIn: www.linkedin.com/showcase/sapdsc/ Please give us a like, share, and subscribe to stay up-to-date on future episodes!  ===== Chapters: 00:00:00 Intro Warum Geschwindigkeit, Qualität und Kostenoptimierung entscheidend werden00:01:00 Thema der Folge: Datensouveränität im Cloud-Zeitalter00:02:00 Was ist eine hybride Systemlandschaft?00:04:00 Vorteile hybrider ERP-Landschaften für Konzernbereiche00:06:00G eopolitik, Supply Chain und regionale Anforderungen00:09:00S trategische Vorteile von Public- und Private-Cloud-Kombinationen00:11:00 Herausforderungen: Integration, Materialstammdaten und SAP BTP00:13:00 CAD-zentrisches PLM vs. ERP-nahes PLM00:16:00 Engineering- und Supply-Chain-Perspektiven zusammenbringen00:19:00 MES als Software-as-a-Service00:22:00 KI im PLM- und Supply-Chain-Kontext00:25:00 Context Awareness, Halluzinationen und vernetzte Daten00:28:00 Blick in die Zukunft der Supply Chain00:32:00 Fast Five00:33:36 Outro

Anthony Sar, Co-founder and CEO of Finoverse and the driving force behind Hong Kong Fintech Week, joins Theo on One Vision to share the story behind one of Asia's most iconic innovation gatherings. From a bar conversation about hitting 5,000 attendees (when they had 300) to welcoming 45,000 people from 120+ economies at their 10th anniversary, Anthony reflects on what it takes to build something that genuinely keeps people in the room.At the center of the conversation is Samantha, built in-house by Finoverse. She acts as your personal AI networking agent. She interviews you, learns what you're looking for, and makes introductions at scale. After a successful pilot at last year's FinTech Week as well as the recent Genesis Festival, Samantha will return to Hong Kong FinTech Week 2026 this November. This year's conference is aptly themed Fintech Nexus: Bridging the World, Building the Future. It is a rallying call to drive connectivity and collaboration across global and Chinese Mainland markets, at a time when the world feels more fragmented than ever.One World, One Planet. This episode invites us to come together to foster collaboration for a more inclusive financial services ecosystem for everyone.

Send us Fan MailThis week on ASUG Talks, we dive into our analysis stemming from the SAP Q2 2026 financial results call. Key InsightsCEO Christian Klein's comments on SAP's AI and data strategy Inside the customer examples featured on the call Geopolitical risks and pricing modelsRelated InsightsRead ASUG's further financial results coverage and analysisRegister for the ASUG Oil, Gas, and Energy Community webcast where we'll hear how ConocoPhillips is leveraging AIMore from ASUG Subscribe the weekly First Five newsletterFind your local ASUG Chapter Register for ASUG Tech Connect

Plus: SAP shares rise after earnings beat. And CATL profit surges on booming battery demand. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Crude oil slips on new hopes for peace talks. And SAP's stock jumps after the software maker reported higher quarterly revenue from its cloud business. Julie Chang hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Middle East concerns push Brent to $100 a barrel while equity and debt markets see sell-offs on both sides of the Atlantic. European stocks suffer their biggest losses in a fortnight with German yields spiking to their highest level in 15 years. President Trump launches his latest round of tariffs with most major trading partners affected. Eu foreign policy chief Kaja Kallas has called the measures a ‘negative surprise'. German software giant SAP pares back its FY guidance but its cloud order backlog is up by 26 per cent. Meanwhile, VW shares are lower in pre-market sales after the car maker predicted 2026 sales to fall by 3 per cent.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In der heutigen Folge sprechen die Finanzjournalisten Moritz Seyffarth und Philipp Vetter über heftige Mag7-Verluste, überzeugende Intel-Zahlen und gute Cloud-Geschäfte bei SAP. Außerdem geht es um Tesla, Lockheed Martin, Warner Bros., Paramount Skydance, American Airlines, Vanguard FTSE All-World ETF (A2PKXG), Invesco MSCI World ETF (A0RGCS), Amundi Prime Global ETF (ETF210), UBS Core MSCI World ETF (A2PK5J), BNP Paribas Easy MSCI ACWI (A41XQA), Amundi Prime All Country World ETF (ETF151) und State Street SPDR MSCI ACWI IMI (A1JJTD). Mit dem Code „AAAFRIENDS“ kannst du 50 Prozent auf deine Tickets für den AAA Summit sparen – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859. 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Alphabet liefert Zahlen, die staunen lassen. Trotzdem fällt der Kurs. Davor geht es um LinkedIn und das Slopometer, das misst, wie menschlich deine Posts noch sind. OpenAI verdoppelt seine Agenten-Nutzer im Wochentakt, während drei OpenAI-Modelle bei einem Sicherheitstest aus der Sandbox ausbrechen und ausgerechnet ein chinesisches Modell den Schaden eindämmen muss. Der US-Kongress zieht prompt einen Kill-Switch aus der Schublade. Stripe will OpenRouter für zehn Milliarden übernehmen, Moonshot raist schon die nächste Runde. Bei den Earnings: Tesla wächst kräftig, verdient aber weniger, SAP kämpft mit der Cloud-Transformation, und Pip formuliert eine steile Übernahme-Wette. In der Schmuddelecke lobbyieren Anwälte gegen Robotaxis und Zocker wetten bei Polymarket auf Waldbrände. Zum Schluss noch eine Milliardenstrafe aus Brüssel. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Slopometer (00:11:16) OpenAI: 10 Mio. Nutzer (00:16:35) KI-Kill-Switch & Hack (00:22:24) Stripe kauft OpenRouter (00:34:49) Moonshot (00:37:18) Tesla (00:52:37) Alphabet (01:08:11) Reddit (01:11:00) SAP (01:19:54) Trump gegen Forschung (01:21:15) Anwälte gegen Waymo (01:22:26) Polymarket Waldbrände (01:25:08) Zuckerberg Optimismus (01:26:46) Meta StoryKit (01:28:02) Musk-Interview (01:29:58) EU-Strafe für Google (01:31:40) Reiche Startup-Strategie Shownotes OpenAI-Agenten erreichen 10 Mio. Nutzer - bloomberg.com US-Kongress plant KI-Kill-Switch nach OpenAI-Hack - politico.com Modell bricht bei Hugging-Face-Test aus - openai.com Stripe verhandelt Uebernahme von OpenRouter - wsj.com Moonshot zielt auf 50-Mrd.-Bewertung - xcancel.com Reality bites: Tesla und die Musk-Glaeubigen - wsj.com Pips Analyse der Google-Earnings - linkedin.com Spielt Reddit ein gefaehrliches Spiel mit Google? - barrons.com SAP: Cloud waechst, Gewinnprognose gesenkt - wsj.com Trump leitet Forschungsgelder zu KI um - nytimes.com Anwaltslobby gegen autonome Autos - marginalrevolution.com Wetten auf Waldbraende bei Polymarket - derstandard.at Zuckerbergs KI-Optimismus-Kampagne - axios.com Meta testet KI-Kinderbuch-App StoryKit - 9to5mac.com Musk-Interview beim Economist - instagram.com Substack markiert KI-generierte Newsletter - techcrunch.com EU verhaengt 890-Mio.-Strafe gegen Google - ft.com Kritik an Reiches Startup-Strategie - businessinsider.de

Wir sehen im Tech-Sektor erneut Gegenwind. Trotz der besser als erwarteten Quartalszahlen und dem optimistischen Ausblick von Intel, gibt die Aktie ihre Kursgewinne ab. Auch AMD kann von positiven Analsytenaussagen nicht profitieren. SAP liefert trotz Margendruck ein solides Quartal und sorgt gemeinsam mit den zuletzt starken Zahlen von ServiceNow und Roper Technologies für neue Zuversicht im Softwaresektor. Gleichzeitig geben die Ölpreise einen Teil ihres jüngsten Anstiegs wieder ab, nachdem Berichte über einen neuen Vorschlag für eine Waffenruhe zwischen den USA und Iran Hoffnungen auf eine Entspannung im Nahen Osten wecken. Belastend wirken dagegen die neuen US-Zölle von 10 bis 12,5 Prozent auf Importe aus rund 60 Handelspartnern, während die Märkte gespannt auf die heute anstehenden Einkaufsmanagerindizes und die Zahlen von American Express und Verizon. Während American Express in Folge der Aussichten unter Druck steht, geht es bei Verizon aufwärts. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

In episode 297 of our SAP on Azure video podcast we talk about Fabric IQ access to SAP Graph. AI agents are becoming more and more powerful, and in the SAP world one of the big questions is still: how do we give these agents meaningful access to SAP business context without just copying data around? This is where things like SAP Graph, SAP ontologies, knowledge graphs, MCP servers and Fabric IQ become really interesting.Mario has been doing a lot of work in this space. The MCP Server for SAP Datasphere environments that he has developed has gained a lot of popularity and is used by several customers. So for today I am really happy to have Mario de Felipe joining us for the first time, to show us what he has built and to talk about how all of this can help bring SAP context into Microsoft Agents.Find all the links mentioned here: https://www.saponazurepodcast.de/episode297Reach 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 #FabricIQ #Fabric #Copilot

Im September sind die Babos wieder am Start und verabschieden sich in die Sommerpause mit einer spannenden Folge. Heute starteten die Investmentbabos Michael & Endrit die Folge mit einem viralen Video aus der deutschen Finanzszene, nämlich den Reaktionsvideos von Thomas Kehl von Finanzfluss sowie den Aussagen von Dirk Müller rund um das Thema ETFs und Ponzi-Schema. Auch auf ein Reaktionsvideo auf das Reaktionsvideo gehen die Babos ein – und fast wird die Folge zu philosophisch. Natürlich sprechen die Babos über wichtige Unternehmenszahlen, die diese Woche von Alphabet, Tesla, SAP und der Deutschen Börse veröffentlicht wurden, aber auch über wichtige Lieferzahlen von Boeing und Airbus. Darüber hinaus wird über die Geldpolitik angesichts der wieder steigenden Energiepreise, des anhaltenden Kriegs im Nahen Osten und dessen Einfluss auf die Zwischenwahlen in den USA gesprochen. Viele spannende Themen und lustige Anekdoten in der heutigen Folge – daher schaltet ein und habt ein schönes Wochenende! Viel Spaß beim Zuhören! Liebe Grüße Michael Duarte & Endrit Cela - Hier geht es zur Investmentbabo-Webseite: https://www.investmentbabo.com - Folgt die Investmentbabos auf Instagram: https://www.instagram.com/investmentbabo DISCLAIMER: Der Inhalt dieses Podcasts dient ausschließlich der allgemeinen Information. Diese Informationen können und sollen eine individuelle Beratung durch hierfür qualifizierte Personen nicht ersetzen. Die Informationen in Bezug auf die von der Clartan Associés und AMF Capital AG verwalteten Sondervermögen stellen keine Anlageberatung und keine Kaufempfehlung dar.

Talk about what the technology can do, not how it does it. That's the decision Fred Laluyaux made with Shariq Mansoor when they founded Aera ten years ago, and it's still how the company talks about its decision intelligence platform today. Decisions sit at the center of what Aera builds. Aera automates, augments, and digitizes the thousands of decisions companies make every day to run their business. Aera pioneered the decision intelligence category years before generative AI gave the industry a vocabulary for it: agents, skills, memory, decision traces, context – graphs even. From the start, Aera was conceived as an agent, in the spirit of the digital assistants of that era. Laluyaux championed the word "skills" years before the major AI players made it common currency. He co-founded Aera in 2016, before GenAI and large language models, and has served as CEO since. In this conversation, Laluyaux traces the arc from DJing in Paris to building SAP's finance line of business to Aera's decade-long bet that decisions -- not dashboards -- are the unit that matters. And why, he argues, letting AI take on more of the decision doesn't have to mean losing control. Laluyaux's analogy: he trusts a Waymo with his kids more than an Uber driver because he can see exactly how each choice is made. That is what decision intelligence is really about. This episode is brought to you by Aera Technology: https://www.aeratechnology.com

US and Iran exchanged strikes for the 12th consecutive night; US President Trump said Iran is getting hit so hard and that they want to make a deal.Yemeni Houthis targeted two Saudi oil tankers in the Red Sea, while reports noted that at least 9 ships have stopped passing through Bab al-Mandeb, following the blockade on Saudi ports by Houthis.Alphabet (GOOGL) shares fell -3.3%, Tesla (TSLA) slipped over 4%, and IBM (IBM) was modestly softer post-earnings.APAC stocks were predominantly in the green, DXY mildly softened, 10yr UST futures lingered near the prior day's trough, and crude futures extended gains.European equity futures indicate a slightly lower cash market open, with Euro Stoxx 50 futures down 0.3%.Looking ahead, highlights include Canadian Retail Sales (May), US Initial Jobless Claims (Jul/18), Chicago Fed National Activity Index (Jun), EU Consumer Confidence Flash (Jul). Policy Announcements from the ECB, CBRT, and SARB. Comments from ECB President Lagarde. Supply from the UK & the US. Earnings from Intel, Blackstone, Lockheed Martin, RTX, TotalEnergies, Thales, SAP & Repsol.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Secretary of State Rubio said Iran was intending to double missile stockpile and that it looks like Iran is not ready to make a deal. He added that the price on Iran will get higher every night until they come to their senses but that Iran is begging to reach a deal.Yemeni Houthis targeted two Saudi oil tankers in the Red Sea, while reports noted that at least 9 ships have stopped passing through Bab al-Mandeb, following the blockade on Saudi ports by Houthis. US equity futures are softer across the board as Alphabet raises AI Capex guidance and STMicroelectronics misses Q3 revenue guidance estimates.DXY rangebound, AUD outperforms after a strong jobs report. Fixed income lower but off worst levels as energy prices continue to drive price action (Brent +4.5%).Looking ahead, highlights include Canadian Retail Sales (May), US Initial Jobless Claims (Jul/18), Chicago Fed National Activity Index (Jun), EU Consumer Confidence Flash (Jul). Policy Announcements from the ECB, CBRT, and SARB. Comments from ECB President Lagarde. Supply from the US. Earnings from Intel, Blackstone, Lockheed Martin & SAP.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

What do you do when you've built the technology first and the first customer who tries it tells you it's not working at all?Prashant Warrier is the first PhD and the first scientist on Unstarted. A steel-town kid from Bhilai who went from IIT Delhi to a PhD in AI, he came back to India because of a stolen passport — and built Qure.ai, whose AI reads chest X-rays for TB and lung cancer across the world.In this episode, Avnish and Prashant attempt to answer: 1. How do you identify a unique problem is it about passion or market cap?2. How do you know the technology is actually working? 3. How can founders assess whether they're early, late, or correctly timed for a market? 4. Will frontier AI kill vertical businesses or is there domain-specific stuff left to build? 5. Why build a cutting-edge AI company from Mumbai?This episode is in partnership with TEAM — Tech Entrepreneurs Association of Mumbai.Chapters 00:00 Introduction1:41 Steel town to IIT to a PhD in AI3:20 SAP, and the stolen passport that sent him home6:32 Freedom over the US visa rat race8:17 The 2012 breakthrough that started the company11:43 A research lab with no business plan13:33 "A solution looking for a problem"16:52 The reality check & the real bottleneck19:20 TB screening: 4 weeks to 30 seconds21:43 Detecting lung cancer early with AI24:23 Moats, ChatGPT & the future of AI in healthcare32:04 Why Mumbai, and advice to founders

In this new episode of One Vision Podcast, Paolo Sironi joins Theodora Lau to unveil his new book, Quantum Sapiens, a philosophical literary thriller on artificial intelligence, quantum gravity, and the origins of human consciousness. A burning question: Why now?We talk about the "I love you" problem and what happens when we attribute meaning to words that machines give us. Paolo invites us to think about the journey ahead of us before we walk through Alice's mirror. What do we need to carry with us? What do we leave behind? An exhilarating conversation about the present and future of technology that you won't want to miss. No PhD required.

This week, KPMG's Hernan De la Torre and Stefan Seitz join us to discuss neural supply chain orchestration, agentic AI, clean core governance, and why ERP remains essential for faster, smarter, more resilient supply chains.Download the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠episode transcript⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠===== In this episode, we speak with KPMG's Hernan De la Torre and Stefan Seitz about the shift from experimental GenAI to industrial embedded AI. We talk about orchestration, agent-based decision-making, clean core governance, human-in-the-loop control, and how AI is reshaping supply chain roles, execution, and resilience. Sounds interesting? Come join us! ===== Guest 1: Hernan De la Torre, Principal, KPMG in the USHernan De la Torre is a Principal in Advisory at KPMG, leading SAP-enabled supply chain transformation across consumer, retail, and manufacturing sectors. With more than two decades of experience, he focuses on designing business-led operating models powered by SAP and advanced AI capabilities. He is an architect and recognized voice on Neural Supply Chain Orchestration (NSCO), a framework that embeds AI-driven decision intelligence directly into SAP workflows to strengthen supply chain execution, global operations, and trade responsiveness. Hernan partners with executive leaders to translate enterprise strategy into scalable execution, helping organizations navigate tariffs, geopolitical shifts, and cross-border complexity while driving measurable performance across finance and supply chain ecosystems.Guest 2: Stefan Seitz, Director, KPMG in GermanyStefan Seitz is leading KPMG's global SCM reference model in the SAP space and is at forefront of various digital supply chain transformations in automotive and industrial manufacturing.As an industrial engineer by trade he maintains a strong business focus in applying the newest technology trends.Host 1: Richard Howells⁠⁠⁠⁠⁠⁠⁠Richard Howells⁠⁠⁠⁠⁠⁠⁠ has been working in the Supply Chain Management and Manufacturing space for over 30 years. He is responsible for driving the thought leadership and awareness of SAP's ERP, Finance, and Supply Chain solutions and is an active writer, podcaster, and thought leader on the topics of supply chain, Industry 4.0, digitization, and sustainability.Host 2: Oyku Ilgar, SAP  Oyku Ilgar is a marketer and thought leader specializing in SAP's digital supply chain and ERP solutions since 2017. As a marketer, blogger, and podcaster, she creates engaging content that highlights innovative SAP technologies and explores key topics including business trends, AI, Industry 4.0, and sustainability.   She holds dual bachelor's degrees in Finance & Accounting and English Translation, along with a master's degree in Business Administration and Foreign Trade, specializing in marketing. With her background in digital transformation, Oyku communicates technology trends and industry insights to help professionals navigate the evolving business landscape.  ===== Show Links:KPMGPublication: AI Is Moving Supply Chains from Reactive Execution to Autonomous Orchestration The IDC recognition: KPMG recognized as a ‘Leader' in the IDC MarketScape for Worldwide Supply Chain SAP Ecosystem Services 2025–2026 Vendor AssessmentSupply Chain Management:  ⁠⁠⁠⁠SAP Supply Chain Management⁠⁠⁠⁠ ⁠⁠⁠⁠SAP Insights: Supply Chain⁠⁠⁠⁠       Follow Us on Social Media : Hernan De la Torre: LinkedInStefan Seitz: LinkedInRichard Howells: ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠, Oyku Ilgar: ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠      SAP Digital Supply Chain: ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠    Please give us a like, share, and subscribe to stay up-to-date on future episodes! 

范大ShiFu《頂尖銷售思維免費體驗課》：https://shifuclass.com/WT1N6他寫程式寫了半年，一行都寫不出來。後來他賣的產品，客戶一年要繳 8,000 萬：而且每年都繳。他是范永銀，范大。 參數科技、CA、HP、西門子、科睿唯安、SAP：25 年待過六家外商、五種商業模式，從第一線業務一路做到台灣區總經理，再用不到三個月升上大中華區總經理。去年 10 月自 SAP 中南部業務總經理的位置退休，現在是講師、作家、顧問，同時身兼七八個工作。但很少人知道：他曾負債最高 1 億、窮得只剩房子，同時打五份工還債，甚至為了 4 萬 5 的底薪，去當了半年的保險業務員。這集我們聊到：・為什麼他說「銷售是全世界最簡單的工作」：因為老闆早就把考題告訴你了？・千萬不要問老闆「你們公司有什麼問題」：一字之差，訂單直接飛走 ・15 個安全氣囊的賓士話術：怎麼讓客戶跑去比價，最後還是回來找你？・「Don't prove yourself, improve yourself」：晚上 10 點半的一通電話，讓他兩週後 fire 掉整個團隊・負債 1 億怎麼翻身？超級業務最不該犯的理財錯誤 ・AI 會先淘汰哪三種業務？Sales Talk 為什麼要變成 Sales Walk？如果你是業務、想進外商、或正在帶團隊的主管：這集等於把范大 25 年、六家外商練出來的銷售作業系統，一次打包給你。范大ShiFu《頂尖銷售思維免費體驗課》：https://shifuclass.com/WT1N6

Der Tech-Sektor startet freundlich in die neue Handelswoche. Trotz der erneuten Eskalation im Nahen Osten halten sich die Reaktionen an den Finanzmärkten bislang in Grenzen. Der Ölpreis war zwischenzeitlich auf über 91 US-Dollar gestiegen, hat einen Großteil der Gewinne inzwischen aber wieder abgegeben. Anleger setzen weiterhin darauf, dass die USA und Iran letztlich eine diplomatische Lösung anstreben und eine deutliche militärische Eskalation vermieden wird. Rückenwind kommt aus China: Staatliche Fonds haben nach den Kursverlusten der vergangenen Woche Aktien gekauft, gleichzeitig prüft Peking weitere Konjunkturmaßnahmen, nachdem das Wirtschaftswachstum im zweiten Quartal hinter den Zielen zurückblieb. Im Fokus bleibt außerdem das KI-Thema. Nach dem starken Kursrückgang vieler Halbleiterwerte sehen zahlreiche Investoren die Schwächephase als Kaufgelegenheit, da die Nachfrage nach Chips und KI-Infrastruktur trotz zunehmender Konkurrenz durch chinesische Open-Source-Modelle robust bleiben dürfte. Taiwan Semiconductor bekräftigt die Erwartung eines mehrjährigen Nachfragezyklus für KI-Chips, während Meta den Ausbau seiner KI-Infrastruktur weiter beschleunigt und Medienberichten zufolge kurz vor einem milliardenschweren Rechenzentrumsvertrag mit Anthropic steht. Bei den Quartalszahlen steht heute Domino's Pizza im Fokus. Das Unternehmen verfehlte zwar die Gewinnerwartungen leicht, sprach jedoch von einer deutlichen Beschleunigung des Bestellwachstums im zweiten Quartal. Im weiteren Wochenverlauf rücken dann die Zahlen von Alphabet, Tesla, IBM, Intel und SAP in den Mittelpunkt. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Der Tech-Sektor startet freundlich in die neue Handelswoche. Trotz der erneuten Eskalation im Nahen Osten halten sich die Reaktionen an den Finanzmärkten bislang in Grenzen. Der Ölpreis war zwischenzeitlich auf über 91 US-Dollar gestiegen, hat einen Großteil der Gewinne inzwischen aber wieder abgegeben. Anleger setzen weiterhin darauf, dass die USA und Iran letztlich eine diplomatische Lösung anstreben und eine deutliche militärische Eskalation vermieden wird. Rückenwind kommt aus China: Staatliche Fonds haben nach den Kursverlusten der vergangenen Woche Aktien gekauft, gleichzeitig prüft Peking weitere Konjunkturmaßnahmen, nachdem das Wirtschaftswachstum im zweiten Quartal hinter den Zielen zurückblieb. Im Fokus bleibt außerdem das KI-Thema. Nach dem starken Kursrückgang vieler Halbleiterwerte sehen zahlreiche Investoren die Schwächephase als Kaufgelegenheit, da die Nachfrage nach Chips und KI-Infrastruktur trotz zunehmender Konkurrenz durch chinesische Open-Source-Modelle robust bleiben dürfte. Taiwan Semiconductor bekräftigt die Erwartung eines mehrjährigen Nachfragezyklus für KI-Chips, während Meta den Ausbau seiner KI-Infrastruktur weiter beschleunigt und Medienberichten zufolge kurz vor einem milliardenschweren Rechenzentrumsvertrag mit Anthropic steht. Bei den Quartalszahlen steht heute Domino's Pizza im Fokus. Das Unternehmen verfehlte zwar die Gewinnerwartungen leicht, sprach jedoch von einer deutlichen Beschleunigung des Bestellwachstums im zweiten Quartal. Im weiteren Wochenverlauf rücken dann die Zahlen von Alphabet, Tesla, IBM, Intel und SAP in den Mittelpunkt. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Don’t Fade and Die in AI Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ Matt Yanchyshyn, VP AWS Marketplace, Rekha Thangelapalita, Elastic GSI Leaders; Allison McFadden, Accenture AWS Leader; and James Kang of Nvidia join Ultimate Partner. In this panel discussion, leaders from Elastic, Accenture, Nvidia, and AWS dissect the urgent shifts in the ecosystem, emphasizing that partners must adapt to AI and agentic co-selling or risk fading away completely. The conversation explores the necessity of deep co-engineering, the power of multi-product solutions in the AWS marketplace, and how automated agents are now replacing traditional human sales pipeline progression. By embracing data readiness and strategic collaboration, organizations can survive the “token maxing” era, effectively scale their enterprise opportunities, and align with NVIDIA’s five-layer strategy to dominate the new cloud landscape. https://youtu.be/zUkL4Wqsa68 Key Takeaways AI agents will automate the majority of AWS partner co-selling attachments and opportunity progressions this year. Partners who fail to embrace agentic workflows and automated governance face the existential risk of fading into obsolescence. Successful multi-product offerings require a “blood to all organs” approach that benefits the client, the ISV, the GSI, and the hyperscaler simultaneously. Nvidia’s “five-layer cake” model emphasizes that successful outcomes at the application layer automatically drive growth for all underlying infrastructure. The “token maxing” phenomenon is forcing enterprises to seek cost-effective, open-model alternatives to scale their generative AI securely. Integrating GSIs and ISVs on the AWS marketplace significantly increases enterprise deal sizes and long-term customer renewal rates. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags strategic collaboration agreement, data readiness engine, agentic co-sell, semantic layer, token maxing, five layer cake, accelerated computing platform, open models, cloud consumption, multi-product solutions, partner central agents, propensity data, automated opportunity progression, generative AI governance Transcript Matt Y and Panel Audio Podcast [00:00:00] Vince Menzione: You have a choice. You can embrace them and figure it out and get governance and, and make your data available. Um, use the partner, central agent, move to Agen Co-sell, or you can fade and die. [00:00:11] Vince Menzione: You can feel it happening. The ecosystem is shifting beneath us, the way Hyperscalers are partnering, how AI is remaking the channel and what it means to win in 2026. [00:00:22] Vince Menzione: Welcome to the Ultimate Partner Podcast. I’m Vince Menzi. Own your host. And each week I sit down with leaders at the intersection of technology, partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:44] Vince Menzione: It is the strategy because [00:00:46] Vince Menzione: being in the room changes everything. Let’s start. [00:00:51] Vince Menzione: We’ve got some amazing leaders joining us. So I think probably for a little bit of context, maybe just start with Rika. You can introduce yourself, your role and, uh, what, what you’ve been doing at Elastic. Yeah. [00:01:03] Rekha Thangellapalli: Yeah, sounds great. [00:01:04] Rekha Thangellapalli: Hi everyone. I’m Reka and I lead GSI Alliances at Elastic. Um, for the past 14 years, I’ve had the pleasure of building different kinds of partner ecosystems across companies such as SAP. MuleSoft, Salesforce, Coupa, and now Elastic. Um, I wanna thank Ultimate partner and Vince for having us here today. Thank you and the panel of these incredible speakers for joining me on stage. [00:01:31] Rekha Thangellapalli: Um, very excited for the conversation today. [00:01:33] Vince Menzione: We love Elastic, and you’ve had some of your other leaders on stage at other events. As such, the quality of your leadership team is amazing. Thank you. [00:01:42] Rekha Thangellapalli: I wholeheartedly agree. [00:01:45] Allison McFadden: Excellent. Um, hello everyone. Allison McFadden. I lead our North America AWS practice at Accenture. [00:01:52] Allison McFadden: Uh, I’ve been there for five years, and truth be told, it was my first partnership role, my first formal partnership role. Uh, so I can take some tips from all of you in the room here today. Prior to that, I was 21 years with IBM, and I got into partnerships because my last role at IBM was actually trying to build. [00:02:14] Allison McFadden: Linux business on the mainframe, and I had to have partners. I had to have partners to help me with workloads to run there. So I kind of learned, uh, trial by fire. But I’m excited for the conversation today. Excited to be in this room and excited to talk about what we’re doing with, uh, elastic. Thank you. [00:02:34] James Kang: Uh, my name is James Kang. Nice to see and meet everyone here. Vince, thank you for the opportunity. Thank you [00:02:38] Vince Menzione: for being here. [00:02:39] James Kang: Um, I’m with Nvidia, so I help manage the AWS partnership at Nvidia all up. Um, I guess fun fact, I’m former AWS and so I see a lot of very familiar faces here in the front row. Uh, former colleagues and then current friends. [00:02:56] James Kang: And so, uh, looking forward to the conversation. [00:02:59] Vince Menzione: Great. Well, we’ll start with an easy tia. Matt. This is not directed to you, directed to the others. So what does a successful AWS partnership look like from your C? So we’ll start with Eureka. [00:03:09] Rekha Thangellapalli: Sure. So from an ISV perspective, I think we really are looking at three things. [00:03:15] Rekha Thangellapalli: Uh, mutual investment building together. And scaling together. So when we talk about mutual investment, elastic recently signed a five-year SCA or strategic collaboration agreement with AWS. And while that is a significant milestone in our partnership, for us, what matters more is what it represents, and that is really a long-term commitment from both companies. [00:03:39] Rekha Thangellapalli: Towards product engineering, um, and joint go to market initiatives to deliver value to customers over time. And that’s what we see is that the best partnerships really compound and they build upon each other every year. Um, they don’t necessarily kind of reset every year. Um, next we talk about building together. [00:03:59] Rekha Thangellapalli: So, um. When we talk about joint solutions, we want to deliver solutions that are better together and the customers have to see us that way. And so whether it’s search, observability, or security, we’re looking at taking to market solutions that we can’t or necessarily don’t wanna take on our own. And finally we talk about scaling together. [00:04:22] Rekha Thangellapalli: And this is where marketplace, for instance, plays a big role, um, when customers can draw down on their cloud commitments, transact online and go from, you know, pilot to enterprise scale adoption in hours, not days. Um, this is when really everyone wins. Um, and this is also where partners like Accenture play a critical role. [00:04:47] Rekha Thangellapalli: Um, you know, the incredible amount of expertise that they bring, uh, the managed services capabilities and, um, their data assets actually play a huge role in having our customers realize that value faster. And, um, like Vince mentioned, at the end of the day, best partnerships are all all about creating kind of that. [00:05:07] Rekha Thangellapalli: Self-sustaining flywheel. And so it starts with investing together, building something unique, and having the customers realize that success faster because that success is really the only thing that’s gonna keep that flywheel going for everyone involved. I [00:05:26] Vince Menzione: absolutely. [00:05:26] Allison McFadden: Okay, amazing. I’m gonna riff off a few things Ika said, but from a GSI perspective. [00:05:32] Allison McFadden: A relationship with a WSA successful relationship with AWS looks slightly different. Um, so I think the first thing that we think of in the GSI Community common thread is that the client outcome and delivering value for clients is what we, what we’re striving for. Um, and so the partnership with AWS in that case, um, um, it has to, it has to. [00:06:01] Allison McFadden: Look like one team in front of our clients. So we have to show up indistinguishable, and that’s with AWS and with an ISV partner, it has to look like one solution in front of the client, especially moments that matter. So board meetings, um, you know, the time we’re gonna sign a deal, like we have to look like one team, uh, and keep our our client outcome, um, first and foremost in mind. [00:06:24] Allison McFadden: The second thing, and this is I think where the magic of all the people in this room comes into play. We can have as many discussions at a CEO level as we want. And if our client teams on the ground are not working together, it falls apart. Falls apart directly in front of the client. Yes. And that is a really hard thing to do. [00:06:45] Allison McFadden: So I’m passionate about the alliance work because that that work is what makes it happen at the corporate level. [00:06:53] James Kang: Cool. Um. I’ll start here. So in Nvidia is a accelerated computing platform company. Um, if you asked. Anyone on the, on the street about a year ago, what is ai? A lot of times they would say AI is, is open ai, or it’s philanthropic. [00:07:12] James Kang: Um, Jensen and I’ll, I’ll reference Jensen a lot today, um, because he is our leader, um, but he also sets the strategy in the direction for Nvidia. He talks a lot about AI in the metaphor of a five layer cake. And in terms of the five layer cake, you start off with the foundational bottom layer being power and energy, which sustains. [00:07:32] James Kang: All of our data centers, you move up the stack in terms of chips. So things think of Foxconn, think of TSMC. Next you have the infrastructure layer. So obvious choice is AWS, and then you get to the models where you do have the philanthropics and the open ais. But finally in at the precipice, you have the application layer. [00:07:53] James Kang: Ultimately, the reason why I mentioned all different stacks of the layers, the five layer cake, is the fact that the application layer is the most important. And so when you think about. Partners like Elastic or ServiceNow Trend, ai, CrowdStrike. Every time you pull from the application layer and you see a success, it pulls all five different components of that layer up. [00:08:13] James Kang: And so ultimately, as I think about success, it’s it’s being able to develop these co-sell wins at the application layer and really demonstrating that through extreme co-engineering and co-design with all the different application. Infrastructure, power and energy layers in mind. Um, Jensen also likes to think of himself not only as the CEO and founder, but also as the, the chief Marketing Officer. [00:08:35] James Kang: We are a very event driven company, and so at our big events like GTC or at big industry events like CES or Computex, he likes to show up on the biggest stage, biggest stages and showcase the partnerships with not only ISVs and GSIs, but also with end customers. And so that’s what I think about when I think of SA success. [00:08:56] Vince Menzione: That’s a really good point. You talked about, Allison, you talked about having an alliance strategy, or at least you teed it up, so I thought maybe we would go there for a second. Right? Like, what does a great alliance strategy look like and why is it important to the success of the partnership? [00:09:11] Allison McFadden: Man, I, uh, I have so many opinions on this. [00:09:13] Allison McFadden: We could probably be up here all day. That’s [00:09:15] Vince Menzione: okay. [00:09:16] Allison McFadden: Um, no, I think. Uh, there, there are a couple things, and the first one that comes to mind is focus. We cannot be all things to all people. Um, so when it comes to think about some of the, the work we’re doing with Elastic, we have a very, very clear point of view on what client problem we’re solving, what clients we want to talk to. [00:09:38] Allison McFadden: It helps if, um, from an ISV perspective, if there’s a very clear fit in. The Accenture portfolio or whatever, you know, SI consulting partner. You’re working with a very clear fit in the portfolio and we know what we’re not gonna go after, what we’re not gonna spend our time on because we have, we have this tendency, there’s millions of people. [00:10:00] Allison McFadden: The ecosystem chart that, you know, Vince, you showed up there, there’s so many connections. There’s probably more connections there than there are atoms in the universe, right? So, um. Defining what we do together and what we don’t do together is the first thing that pops to my mind. [00:10:19] Vince Menzione: Reka, do you have a perspective on it since we’re gonna, we’re gonna talk next about what you’ve done together, but, and I also wanna get mass perspective as a hyperscaler partner here as well. [00:10:29] Rekha Thangellapalli: Yeah, I mean from my perspective, I, I’m gonna, you know, kinda echo what Allison said is to be just maniacally focused. Yep. Um, because, especially from my perspective, so Elastic has three different solutions, right? We’ve got search, we’ve got observability, we’ve got security that map to completely different business units within Accenture. [00:10:47] Rekha Thangellapalli: And of course Accenture does a lot of things. And so, you know, when we first came together it was like. Okay, what are we gonna focus on? What industries are we gonna go after? Which segments are we gonna go after? Which customers, you know, um, outcomes are we trying to solve? And I think that sort of maniacal focus is the number one contributing factor to, to the fact that I’m like, up here on stage today. [00:11:12] Rekha Thangellapalli: Great. [00:11:14] Vince Menzione: Matt? Perspective? [00:11:16] Matt Yanchyshyn: Yeah, I, I, I guess I was trying to. To add something, uh, additional from an AWS perspective, uh, when it comes to, you know, what does a great alliance look like? Uh, AWS is obsessed with data, you know, in data we trust. And, and so the best, um, and, and this goes sales business problem, and it’s not just the engineering teams. [00:11:34] Matt Yanchyshyn: And so, uh, you know, Accenture does a good job of this elastic, definitely. And if you can come to the table with, um, quantifiable proof of the value of customer outcomes and partnerships. Um, you’ll win all the time and it’ll be a durable relationship with AWS ’cause we really are this data obsessed company and, and even the most senior sales leaders. [00:11:54] Matt Yanchyshyn: Uh, and so what I mean by that specifically is like if you, if you can show like your a RR to land an a RR conversion ratio, like in in numerical format, it’ll light up our sales leaders and, and they’ll be all, and they will co-sell with you all day long. If you can show the, I mentioned this earlier, like the AWS service, uh, whether you’re consulting company or, um, elastic and, and how the shape of customer accounts change positively when we work together. [00:12:15] Matt Yanchyshyn: That type of sort of quantifiable data works particularly well from an alliance perspective. With AWS as a partner, we, we really are like this data in sort of results out company. Um, so I, yeah, that’s just adding to the great points that were already made. I would say specific to AWS that that’s key. [00:12:30] Matt Yanchyshyn: Yeah. And I’m gonna bring up one more thing. I want to dive in on the, the joint value proposition, but you mentioned something that made a lot of sense and resonated to me about the organizations once you get out of partner, the partner world that we all know and love. Mm-hmm. Once you get down into a field organization or account management organization. [00:12:49] Matt Yanchyshyn: Not as much understanding and really organizations do a bad job here, honestly, in terms of enabling the field organizations. Do you agree? [00:12:58] Allison McFadden: I agree because I, I agree. And, um, you know, I think that’s one of the things, and, and I, I, when I joined Accenture, what we had was a lot of wicked smart architects delivering programs to clients in the field. [00:13:15] Allison McFadden: Very smart, very deep in AWS knowledge. Um, and that was awesome for the 10 clients they were staffed on and to get that understanding of how AWS works and I dream about lar, right? Like, this is a good, you know, but that takes real effort and real work. Yeah. And it’s, it’s um, almost like being a language translator. [00:13:37] Allison McFadden: Yes. For me. Yeah. So, you know, I had to deeply learn AWS so that I could. [00:13:42] Rekha Thangellapalli: Sure. [00:13:42] Allison McFadden: Teach my account teams. My account teams are really smart. They know who they’re selling to. They know their customers. They know what their customers need. They do not know what AWS has to offer always because they’ve got 20 partners lining up to try to tell their stories. [00:13:57] Allison McFadden: Um, they don’t know how to ask of the AWS team or the elastic team or the Nvidia team. Yeah. What they need [00:14:02] Vince Menzione: this co-selling piece. Yeah. [00:14:04] Allison McFadden: And so that is where, um. We had to build that muscle even around our AWS practice, which was a huge practice at Accenture, but we didn’t necessarily surround it with that kind of enablement and um, almost deal coaching layer. [00:14:21] Vince Menzione: So Elastic and Accenture came together. I dunno which one of you wants to lead this part of the conversation, but you will, right? Yeah. So tell us about the genesis of this and why. And a lot of people dunno what Elastic does, but you do some really incredible work. Like I, somebody told me one day was like, oh, you know, Uber, like, that’s elastic, powering all that. [00:14:41] Vince Menzione: Like, we don’t think about that. That the engines that you have and the, the backend to the customers, huge customers. [00:14:48] Rekha Thangellapalli: Yeah, absolutely. Um, so when AWS launched this feature last, um, reinvent where basically it allowed, you know, channel partners such as Accenture to be able to bundle up their services, their data assets with an ISV solution and put it on marketplace, um, you know, Accenture and Elastic immediately saw an opportunity. [00:15:09] Rekha Thangellapalli: Um, at the time most customers were doing gen ai. But they were running into the same challenge, which was that their data just was not ready. And by the way, this is a problem we were solving. Outside of marketplace. I think the, the feature that you guys launched just gave us a way to package it up and to be able to create this repeatable solution, which we call data readiness engine for gen ai and put it on marketplace. [00:15:40] Rekha Thangellapalli: And, um, this to me was a success because. Each company had a clear reason to invest. Um, so for Accenture, they were able to, you know, create a very differentiated services led offering. Uh, for Elastic, we were able to expand on our AI story. And for AWS, um, you know, it drives marketplace adoption, increases cloud consumption, all of that great stuff. [00:16:07] Rekha Thangellapalli: And customers, of course get. A solution to a very real problem that, that they were having. Um, and you know, the surprising part for me going through that journey was that, um. The pitching, the idea, getting the budget, getting the executive sponsorship was actually the easy part. The hard part was getting all three companies to come together, uh, to go from idea to launch in a very ambitious timeline of six weeks. [00:16:37] Rekha Thangellapalli: Nice. And so, you know, this was very much like. Doesn’t matter your title. We’re rolling up our sleeves and we are on this outcome together. Um, and so we literally built a RACI matrix, a project plan, and you know, we had daily standup calls for six weeks where literally. At least one person from each three of these companies called in, you know, got rid of any blockers and we made sure we were on target for that timeline. [00:17:07] Rekha Thangellapalli: Um, and you know, at the end we had a successful launch. But I think my favorite part about the story is the impact that we’re having and, um. My favorite story comes from a global pharmaceutical company that, you know, had basically nine petabytes of data spread across six different continents. Wow. And by working with Accenture and Elastic, they were able to build that trusted foundation that their AI and their agents can, you know, kind of safely tap into and be accessible at scale. [00:17:41] Rekha Thangellapalli: Um, so that’s my version. Allison. [00:17:44] Allison McFadden: Yeah. Well, I don’t have a lot to add. I just, I would say this is a good example of a couple of principles, right? One is having a forcing function is never a bad idea. Sign up for a big event, sign up. I’m like, I’m here with my, you know, Nvidia guys saying, sign up for the event. [00:17:58] Allison McFadden: It’ll make you move quick, right? [00:18:00] Audience Member: Yes. [00:18:00] Allison McFadden: Um, so that is one, but two, one of my mentors once told me, when you’re designing any kind of, you know, offering go to market motion, it has to get blood to all organs. If it does not get blood to all organs, it does not go [00:18:14] Vince Menzione: nice. [00:18:14] Allison McFadden: Um, [00:18:14] Vince Menzione: I love that analogy. [00:18:15] Allison McFadden: Oh, I love it. And I can talk all day. [00:18:17] Allison McFadden: That guy was brilliant. I love him. But, um, no, and, and so Elastic did a really nice job of bringing the tech to the table. Um, our team has to trust in that technology and its ability to scale, right? Um, because at Accenture we have to be able to deploy across 700,000 consultants. Um. And yeah, so I think those are the two, two things that really worked well here is we had, uh, trust in the technology solved a customer need. [00:18:50] Allison McFadden: Um, it drives, we don’t even talk about, like, yes, it drives marketplace revenue, but it unlocks work that we do that drives even more revenue to our AWS Friends. Right. So this is a, this is a, um, product that’s getting your data ready for AG agentic. It’s a messy problem that everyone’s dealing with, and it removes blockers for clients and it unlocks more, you know, ag agentic work on top of that. [00:19:15] Allison McFadden: So, blood to all organs. [00:19:17] Vince Menzione: So, was that the proposal going forward to say we need to have, we need to have trust in the solution. We need to drive significant revenue. It needs to be something all of our, you know, seven, 700,000 people. Can be a part of and help drive? Is that how you think about? [00:19:32] Allison McFadden: Yeah, and for us right now, um, it’s an interesting time for Accenture. [00:19:36] Allison McFadden: Our clients are asking a lot of us, and what it does is it having some of these accelerators helps us deliver cheaper, better, faster to our clients, which is what they’re demanding of us right now. Um, so it’s an accelerator to client outcomes. [00:19:55] Vince Menzione: James, what is NVIDIA’s role and how do, how do you enter the equation here? [00:20:00] James Kang: Yeah, it’s, um, it’s a good question. Um, I, I would say that Nvidia is probably one of the most misunderstood organizations in the world. Um, despite the, uh, the market capitalization in the valuation of the company, we have a very tiny organization. Um, what I mean by that is, um, if you think about. [00:20:20] James Kang: Salesforces and field sales organizations. Um, we’ll take Salesforce as the account or the customer. As an example, we have one account manager at NVIDIA that no, not only covers and is responsible for the relationship with Salesforce, um, but also manages. Automation Anywhere as well as DocuSign. Whereas at AWS, in contrast, like there are full armies and teams Yeah. [00:20:45] James Kang: That are supporting the Salesforce relationship. And so as you think about partnering and working with Nvidia, the focus has to be on really. Extreme co-design, but also being very prescriptive in terms of what are the very specific customer outcomes that we are solving for. And the guidance that I would give is bring in Nvidia into that equation and that conversation as early as possible because that [00:21:10] James Kang: co-engineering and co-design needs to be part of the foundational building blocks in order for you to come out with a end solution that checks all those different requirements. [00:21:20] James Kang: And so I think. Again, like going back to Nvidia, um, we like to talk about two different types of brains. A brain one and a brain two. Uh, brain One you think about the next quarter and making sure that you’re hitting the revenue targets for the next quarter. Brain two, you think about a long-term goals and potentials looking around corners and being very strategic. [00:21:41] James Kang: The saying internally is without Brain one, there is no oxygen, but without brain two, there is no future. And everyone at NVIDIA is trained to think in that brain two mentality. [00:21:52] Vince Menzione: Wow, Matt. [00:21:54] Matt Yanchyshyn: Yeah, I, I was just thinking I love the blood doll organs. Uh, and so just on, on that note, um, and, and, you know, the multi-product solutions that, that you, you built together, uh, that is a really good example of blood do organs because like we all know, that’s how customers buy. [00:22:07] Matt Yanchyshyn: They, they buy solutions and increasingly they’re looking for combinations of ISV, sometimes multiple products from multiple ISVs with services. Uh, often they’re buying it through a resell motion. You know, and they, and, and so that from a customer perspective, they want a single place to go. And so that’s the multi-product solution. [00:22:24] Matt Yanchyshyn: They wanna find everything they need, they need Accenture, they need Elastic to solve a specific solution. And I think where that’s headed is even more specific listings, like with AI powered listing experience, like, you know, elastic Plus Accenture for, I’ll make something up like a manufacturing workload. [00:22:37] Matt Yanchyshyn: And so this solution based. Uh, sort of buying is, is very customer centric. It’s what customers want. We all know that. But that’s, that’s the customer sort of organ, I guess. Um, but then, you know, you all have SCAs and those SCAs have marketplace commits. It helps if that gets transacted through marketplace helps the AWS relationship, you know that that’s an organ. [00:22:55] Matt Yanchyshyn: It’s the relationship. It’s, it’s the commercial construct and that you have, uh, that that’s another organ. You’re marketing people. They, that’s another organ. They don’t wanna land, uh, leads on a static marketing page. They wanna land a lead on a, a storefront with a multi-product solution that can actually convert and that you can actually buy it through that. [00:23:12] Matt Yanchyshyn: So the marketing person’s happy because they, they have less churn. Uh, and then, you know, our reps are happy ’cause guess how they get paid? They retire quota when they sell Marketplace. And they, we also, Jay McMain will tell you, that’s another organ called Jay or on, on you now. Um, [00:23:27] Matt Yanchyshyn: he’ll like that. I’ll call him up and tell him that. [00:23:29] Matt Yanchyshyn: Yeah, [00:23:30] Matt Yanchyshyn: but he, he’ll tell you, you know, don’t believe me. Obviously, never believe Matt, believe, believe the, the data and, and his data shows that. Those deals will close faster and larger if you use marketplace. So that’s, that’s a lot of organs. That’s the whole body. Um, but you know, when you have your customer happy ’cause that’s how they wanna buy your field happy. [00:23:45] Matt Yanchyshyn: Um, and, you know, the relationship happy and you know, your marketing team happy. Uh, and, and Jay happy. Um, and, and you know, I think that multi-product construct and, and the way you kind of use it to model a partnership and the way buyers ultimately wanna buy is, is really powerful. And so I, I think it’s, you know, it’s really a manifestation of how. [00:24:04] Matt Yanchyshyn: We kind of intend and to go to market anyway. Uh, so I think, you know, and thanks for leading the way, by the way. You’re, you’re amongst the very first, so that’s great to see. [00:24:11] Matt Yanchyshyn: So these storefronts are really helping this drive, drive this. Well, [00:24:13] Matt Yanchyshyn: that’s the next evolution. Like we’re talking about the multiproduct solution. [00:24:16] Allison McFadden: I’m JJ Accenture storefront. [00:24:17] Vince Menzione: Yeah. Oh, there you go. I mean, j and j Accenture storefront. [00:24:20] Allison McFadden: We’re gonna talk about that. [00:24:20] Matt Yanchyshyn: Yeah. I mean, [00:24:21] Matt Yanchyshyn: Accenture also leading the way yet again with storefronts. And so I think the combination of. You know, again, I was talking a lot about conversion. Yeah. And you know, buyers know sometimes they know what they wanna buy and, but if you really wanna convert that lead, you wanna land them again, something that combines, you know, elastic Accenture’s services plus software, but in a storefront that is, you know, surrounding with just the solutions they want so they don’t need to kind of go searching. [00:24:42] Matt Yanchyshyn: So, you know, ultimately reducing that time to close, I guess, really ’cause meeting the customer where they are with what they need. [00:24:51] Matt Yanchyshyn: So we talk about co-selling a little bit. We, Jay and I talk about this all the time. We gotta keep looping Jay in here, even though he is not even in town this week, but Reko, um, what does co-sell look like inside Elastic? [00:25:02] Matt Yanchyshyn: You’ve got, we talked about an incredible leadership team. I’ve gotten meet some of your leaders. Seems like you drive, you do a good job internally driving that. Let’s talk a little bit about it. [00:25:11] Rekha Thangellapalli: Yeah, and this is something I’m, I’m personally very passionate about. Um, co-sell is. Very much a journey, not a destination. [00:25:20] Rekha Thangellapalli: And I think step one for us is recognizing the different partner types that we have. Because at Elastic we work with, you know, OEMs, MSPs, resale distributors, GSIs, um, and they all bring something very unique. To the customer lifecycle and they all contribute very differently within, you know, our own sales cycle and sales process. [00:25:45] Rekha Thangellapalli: And so, you know, figuring out what is the unique benefit they bring, how do we enable them? So training and enablement is a huge piece of it, and so is making sure we’ve got the right metrics to measure success. Um, I know a lot of companies look at partner sourced as the north star, and that’s great, right? [00:26:06] Rekha Thangellapalli: Because that is undeniable. You can say, Hey, that would not exist if it wasn’t for my partner team. Um, but we’ve also noticed that when we bring in GSIs, it actually increases renewal rates. It significantly increases. Um, a RR over time. Um, it expands deal sizes and so these are very real metrics that we can point to, um, beyond just the co-sell and the partner sourced number. [00:26:32] Rekha Thangellapalli: Um, so for us it’s looking at it from a very holistic perspective, but also catering it towards that unique partner and making sure we’re doing everything we can to set them up for success and setting up the partnership for success. [00:26:47] Vince Menzione: So clo close win ratios, deal size and renewal rates? [00:26:52] Rekha Thangellapalli: Yes. For specifically for geos size. [00:26:54] Rekha Thangellapalli: Yeah. [00:26:55] Vince Menzione: Very interesting. Allison, uh, what had to change internally to produce these co-selling? We talked a little bit about the field organization and enabling a, a group of, and, you know, account sellers that are very customer focused and enabling them on the co-sell side. What had to change internally to drive that? [00:27:13] Vince Menzione: Yeah. [00:27:14] Allison McFadden: I, I might have already alluded to this a little bit in a previous answer, but, um, creating the capacity to develop, build, and sell these solutions, um, inside of a large GSI, where billable hours is kind of the number one metric on the table. Um. Is part of the investment that we had to make within Accenture to get this done? [00:27:36] Audience Member: Yeah, [00:27:36] Allison McFadden: so expert technology time. So we have technologists that understand the elastic technology. We do similar with Nvidia, by the way, we. We released some of their time to go co-develop the solution because it has to hold technical water, right? It can’t just be a marketing pitch. It can’t just be, it has to be a real, um, what’s the there, there. [00:27:59] Allison McFadden: So in order to actually do proper co-sell, we had to release some of that time. Um, to invest in those partnerships. Um, we’ve also done similar with some industry aligned business development leaders recently, so we have freed their time up to go. Uh. Open new conversations, educate client, account teams, go to clients, have conversations. [00:28:26] Allison McFadden: Um, so that, that’s a new motion that we, uh, have just kind of recently made, um, to allow them, I love this brain one, brain two also, right? So to allow them to focus on brain two, because a lot of our time. Typically spent delivery issues, you know, getting my hours, where am I charging my time? And so just freeing up a little of that capacity to do this work, um, helps get us in this brain two mode where we’re not just living to survive. [00:28:56] Vince Menzione: I. So, Matt, you’ve removed a lot. I mean, one of the things I admire, I admire AWS for being first to market and removing the most friction in marketplace of any of the vendors. Really, truly that. You talked about some of the announcements. How does some of, how does some of this tie PC central agents propensity sales plays, MCP, how does some of this tie to how, how you’re thinking about the future? [00:29:18] Vince Menzione: And how to enable more motions like this. [00:29:20] Matt Yanchyshyn: Yeah. Well, I, I think if you know my boss, UBA Borno, uh, you’ll know that she has a maniacal focus on automation. Yeah. Um, and, uh, co-sell is increasingly automated. You know, you were asking earlier about propensity data. You can get that propensity data in addition to sales plays and, uh, opportunity scores through the partner central agents. [00:29:38] Matt Yanchyshyn: So things that used to require multiple calls to A PDM, if you’re lucky to have one. Yeah. Or a p sm. Uh, you, you can now get through, through these agents, you know, uh, tech Systems, TGS, they, they manage what, over 5,500 customer opportunities with agents that they built on top of our partner Central APIs. [00:29:55] Matt Yanchyshyn: Um, and work Span has built a whole product and business that’s right on leveraging, uh, our APIs, our capabilities to sort of tie into your CRM. So, majority of all opportunities will be progressed and managed by agents. This year at AWS, we already have a majority of all customer opportunities, all app have a partner attached and I, I took a personal goal for a majority of those partner attachments, not to happen from a human. [00:30:22] Matt Yanchyshyn: But from our solution matching engine. And how do you get recommended by that solution? Matching engine, having a healthy ACE pipeline, thanks to partner central agents and the integrations you’re doing. And in addition to being the specializations and doing things like multi-product solutions and ultimately closing opportunities, you dream of LAR and so LAR will help that. [00:30:40] Allison McFadden: It’s more like a nightmare. [00:30:41] Vince Menzione: And so, you know, [00:30:42] Allison McFadden: it’s more like a nightmare, but [00:30:44] Vince Menzione: nightmare. Well, it’s, it’s, yeah. Nightmare of Laura and, and. Nice dreams of PRM, but the, um, but that’s the loop, right? I, I think, uh, increasingly co-sell for us, and in my mind, is largely a hundred percent automated. Yeah. Except for what matters most, those most largest, most strategic, most complex deals. [00:31:01] Vince Menzione: Where our highly paid and very skilled salespeople are most effectively used. [00:31:05] Vince Menzione: Yeah. [00:31:05] Vince Menzione: You know, the days of, you know, this person with 20 years experience selling, clicking, progressing opportunities through a pipeline, uh, should be over. Uh, and, and we need those people out, out selling and, and co-selling. And so that for me. [00:31:19] Vince Menzione: Yeah. That, you know, we talk a lot about co-sell, but I, I’m obsessed with automating as much of the co-sell as possible. [00:31:24] Vince Menzione: I remember going back to the ex Excel spreadsheets and, and that, that seems to be be Viva became spreadsheet jockeys. [00:31:31] Vince Menzione: Yeah. [00:31:32] Vince Menzione: And, and they stopped selling. They forgot how to sell. [00:31:34] Vince Menzione: Yeah. And people spend all this time doing lunch and learns and things like that. [00:31:36] Vince Menzione: And then, you know. Then the salespeople rotate out after 18 months and, and it, that’s, that’s the old days. Uh, you know, the new days are, are AI powered matching algorithms, uh, ag agentic co-sell, using the partner essential agents to get your data and, and putting that data to use automatically and, and what sounded like magic. [00:31:51] Vince Menzione: 12 months ago is being done, you know, by partners at massive scale across thousands of opportunities. You can do it today. And you know, I, there’s a guy named another Mike, right? Mike another Mike who they have, there’s like a guy who’s doing all this and I’m picking on Mike ’cause I, I know their system really well and I know the guy Mike grew easily built it for them. [00:32:08] Vince Menzione: Um, but, you know, I think, yeah, again, in the days of having 10 people sort of doing lunch and learn could be replaced by one or two people, building agents, uh, managing a massive pipeline. And, and that’s the future. [00:32:18] Vince Menzione: Exactly. James, your perspective on what breaks with co-selling? [00:32:22] James Kang: Oh, what breaks co-sell? Um, I would say. [00:32:25] James Kang: It, it starts and finishes with just misalignment and a loss of trust with the customer, especially when you have multiple partners or stakeholders involved. If you’re trying to do a three-way deal with a end customer and you’re not on the same page, you’re not gonna get to a successful outcome on, on the backend. [00:32:44] James Kang: Uh, the fix is a much more complicated story. I would say that to take a step back, um. We’ve talked about the five layer cake. We’ve talked about where NVIDIA kind of fits within the equation. We are invested in the ecosystem and so as different players and application organizations win and see these outcomes for end customers, we celebrate that success. [00:33:07] James Kang: Um, and as part of that kind of ethos of where NVIDIA fits within the ecosystem, we wanna make sure that not only. Our customers, but our partners like ISVs and GSIs are set up for success. Um, we do not as Nvidia sell hardware or GPUs directly to customers We use. Hyperscalers like AWS as kind of our force multiplier. [00:33:31] James Kang: And similarly we think of ISVs and GSIs as the force multipliers in terms of our extensions of how we, we kind of leverage the relationships and build the trust with our end customers. And so going back to kind of the question, Vince, I would say that it all comes back to trust and being able to build that mutual trust. [00:33:48] James Kang: Um, a lot of what we do when we co-sell with AWS is really on the software layer. Um, we actually have more software engineers at NVIDIA than we have hardware engineers, which is a weird thing to say, um, because everyone knows us for our GPUs. But because of that fact, we are heavily invested in Cuda and making sure that Cuda becomes the foundational layer for how not only our ISVs and GSIs, but also our end customers are building. [00:34:12] Vince Menzione: Very cool. So Reiki, you and James together on this production. Versus pilot with the Gentech ai. Tell us a little bit more about that. Where, where are you in the process? [00:34:24] Rekha Thangellapalli: Yeah. So I mean, in general, what we’re seeing out in the market in, in relation to sort of AI and, and customer’s journeys is that, um, at least from an elastic perspective, um, we’re seeing people very much in production when it comes to, you know, kind of AI assistant co-pilot use cases. [00:34:42] Rekha Thangellapalli: So, you know, things like, um, software development, customer support is a big one. Um, any sort of employee productivity use cases where there’s. Still a human in the loop somewhere. Um, and there’s a very like, clear path to value. And so we see the customers being in production excelling there. Um, no problem. [00:35:01] Rekha Thangellapalli: Where we’re seeing people still kind of in the pilot phase is those fully autonomous workflows where there is no human involved. The agent is reasoning on its own. Um, accessing multiple systems and taking an action on the user’s behalf. And what we’re seeing is that it’s not the intelligence of the agent that’s holding it back. [00:35:26] Rekha Thangellapalli: It’s more about giving the right context to the agent and having the right. Security kind of governance controls in place for the company to feel comfortable in putting these fully autonomous workflows into production. And that’s really the conversation we’re having is all right, what are the controls you need in place? [00:35:47] Rekha Thangellapalli: For you to release this to your business unit. Um, and what is the context that the agent is needed before we can comfortably let the agent make the decision on the user’s behalf? Um, James, I’d be interested to hear what you’re, what you’re seeing in the market [00:36:03] James Kang: plus one on all things context. I, I would even go so far as to say, um. [00:36:09] James Kang: H how many folks in the audience have heard of token maxing? Like this new term? [00:36:13] Rekha Thangellapalli: Yeah. Yeah. [00:36:14] James Kang: Um, I’ll, I’ll give a very specific example of, of Uber that went public. With the example of Claude, like they allowed all of their employees to use as many tokens as possible, and within the span of four months, they exhausted their full budget for the year, and so they had to pull back, and now there’s a cap on every employee. [00:36:33] James Kang: I think the number that’s circulating is $1,500 per month per employee, and so I think that is at least. In this multi-phase evolution of where we’re going to be and where we’re today, cost has become kind of the prohibitive force in terms of agentic AI at scale. Um, I think we are working on some very creative solutions in-house and Nvidia. [00:36:55] James Kang: Um. And we saw some really dynamic announcements this week when it comes to all things agent core, um, where we want to focus on very nimble ways for customers to be able to execute and go to market. And one extreme example of that is our investment within our open model strategy. So Nvidia, not only, again, providing GPUs, we actually offer our own op open models, which we call our Nitron models. [00:37:21] James Kang: And through our Nitron models, we are allowing customers to really develop and fine tune their own proprietary models in a cost effective manner. So right alongside the frontier models like OpenAI and Anthropic. It’s not a if then, it’s not an either or statement. It’s a, it’s a permutation, it’s an and So we’re giving you a cost effective alternative to not only bring your AgTech applications at scale by training on Nibo tron, which is open source, but then once you’ve kind of finished and fine tuned that specific training job to be able to. [00:37:53] James Kang: Go ahead and utilize your frontier models, whether it be OpenAI or Claude. And I know there’s other partners here that are providing those kind of different model capabilities. And so I think for us it’s, it’s a matter of choice. We know that this market is dynamic. It’s gonna be evolving over the next coming months as well as the next coming years. [00:38:10] James Kang: Uh, but we believe that we are positioned for a really unique dynamic expansion of AgTech use cases over the, at least the next three to six months. [00:38:20] Vince Menzione: Allison, for the partners in the room who are glazed over right now going, what do I, what do I do over the next 12 months? [00:38:26] Allison McFadden: Should I wake everybody up by saying, yeah, please. [00:38:27] Allison McFadden: Say go hurricanes. [00:38:28] Vince Menzione: Yes. [00:38:29] Allison McFadden: Is there anyone, anybody? Everyone’s like, boo. I get to leave the parade today to go home to parade. I live in Raleigh, so we’ve got our parade on Saturday. Nice. [00:38:39] Vince Menzione: Nice. [00:38:40] Allison McFadden: All right. Wake up. Um, all right. So for the $50 million partners in the room, um. $50 million is not small. You have something that works. [00:38:50] Allison McFadden: Right. This is great. What I would be thinking about is, you know, we’ve talked about focus before, but really doubling down on, you know, what is, what is your industry, what is your client like, ideal client that you serve. And build, um, almost that kind of community. You know, the, the clients we have move from firm to firm to firm. [00:39:17] Allison McFadden: And if you’ve done good work at one, you’re gonna follow ’em to the next. Um, so build that client demand in a specific place or specific client profile that is just like really knocking it out out of the park for you. Um. Scale with marketplace, right? So if you, I, I love some of the data that you were sharing in your talk earlier, um, because it’s like no overhead scaling mechanism. [00:39:45] Allison McFadden: I mean, it’s, it’s fantastic. Um, Accenture, other GSIs like us, we are investing in marketplace. So we’re investing in resources, um, to help us. Use marketplace more with our clients and we’re gonna capture, right, those storefronts. And if you’re present on marketplace, you’re gonna be able to catch, uh, yourself in that wheel. [00:40:09] Allison McFadden: So I think those are the, the kind of couple of things I would say is focus, focus, focus to drive that client demand and use scaling mechanisms like marketplace to really kind of, uh, accelerate. [00:40:24] Vince Menzione: Matt, anything to add there on the. [00:40:26] Vince Menzione: Well just, you know, Ja, James, you, I love the token maxing reference in Uber and it reminds me, you remember when cloud came out and everyone was like, oh, all these people are, are gonna use the cloud and costs are outta control and. [00:40:39] Vince Menzione: Um, a lot of people pulled back from the cloud and, and a lot of those companies no longer exist. And it’s similar with, with, uh, token maxing, like, oh, these agents are outta control. You have a choice. You can embrace them and figure it out and get governance and, and make your data available. Um, use the partner, central agent, move to agent to co-sell, or you can fade and die. [00:40:58] Vince Menzione: And, and that’s, that’s where we’re at. Uh, is, is the, the companies sitting here today embraced the cloud years ago and won. Uh, and and there’s a set of companies here today who are gonna embrace agents in the, for both buyers and sellers, and will win. And there are those who won’t and they won’t win. And so for me, it’s like we’re, we’re at a, we’re at a crossroads. [00:41:18] Vince Menzione: And, and if you’re gonna win, you gotta leap into that, you know? I love it. And, uh, and, and, and it’s, it means the cost of experimentation is so much lower now. Development and, and even business development or software development is, is agent enabled. And so you can take risks, you can experiment and, and you have to, it’s, it’s an existential moment. [00:41:37] Vince Menzione: Agreed. We’ve got a couple minutes left over for any questions. What do you think? Sure. Are there any here. I think there are a couple. Yeah, we’ve got, we’ve got a co-sell question I’m sure coming up here. [00:41:51] Audience Member: Um, I’m Cassandra, I’m the CEO of Partner Tap. And one of the questions I had was, I think, you know, the co-selling between the sellers is where things get. Really, really hard when you’re multi-partner. And so when I was listening, um, with, you know, the Accenture and Elastic together, you talked about how you had, you, you had to get these BD business development people. [00:42:22] Audience Member: Um, is this a new team that is over the client team? And how do these teams interact like with the elastic sellers? Are you doing a lot of coaching to the field and then with if AWS sellers are, are involved, like what is that whole picture? What does look like, [00:42:43] Allison McFadden: like [00:42:44] Audience Member: on the ground? I mean, that is the hardest part, I think, and that’s what we hear. [00:42:48] Allison McFadden: It’s so, it’s so, it’s so tough. Um, and I will, I’ll just say, so our business development leaders that we now have kind of. Expanded their capacity. They have always been, they have always been there. Um, but they have not been well resourced. They haven’t, they haven’t had very clear kind of job description. [00:43:12] Allison McFadden: I’m gonna say I, in the past they have been kind of focused on partner relationship. And so like more like an alliance manager and maybe working on some of the data. Right? So when I say I have nightmares about Lars, because we’re always trying to increase the LAR for Accenture and, and they were focused like in those detailed weeds of like trying to pass ACE and trying to call the PDM and all this stuff. [00:43:39] Allison McFadden: What we are doing is really pivoting them to be proper sales, business development focused on client outcomes and focused on. Technical skills to be able to describe what this solution is to the field. So, um, and because we need, I have many, many questions about, I gotta get agents to work with Eurogen co-sell so that that part somehow goes away. [00:44:05] Allison McFadden: So that’s a, that’s the thing we gotta solve still, but, um, so we’re pivoting them to be kind of driving. More of that co-sell enablement with the field, um, and taking that message to the field rather than being there, waiting for questions to come in from the field, waiting for like our field teams to discover, oh, I saw something that we’re doing with Elastic, like on a press release on LinkedIn. [00:44:30] Allison McFadden: Right. So we’re kind of trying to pivot them to be more proactive. [00:44:33] Vince Menzione: Very cool. [00:44:34] Rekha Thangellapalli: Yeah. And uh, Cassandra, that’s an excellent question because I think. Multi-party, you know, sort of tri-party offerings. The hardest part is operationalizing it at scale, right? Yeah. And so for this particular offering, we are basically having three routes to market. [00:44:51] Rekha Thangellapalli: So one is seeing how this offering fits into our existing elastic go to market. And so I am constantly enabling our field sellers to say, okay, within our three field sales place, here’s exactly where this fits in. Here are, you know, uh. Keywords that you hear in customer conversations where you bring up this offering and here’s a process of how it works. [00:45:14] Rekha Thangellapalli: Um, exactly At what sales stage do I bring in Accenture, how, you know, what are the roles and expectations? Right? So that’s on the elastic side. We’re doing the same thing on the Accenture side. So we’re doing a ton of training enablement and lunch and learns, and we’re also looking at how do we fit into. [00:45:31] Rekha Thangellapalli: Uh, Accenture’s AI transformation projects, we are the semantic layer, right, of their enterprise brain. And so it’s a whole different sales motion, um, and, you know, having the right assets, having the right process again to make sure that that goes smoothly. And then finally, we’re going directly to the customer. [00:45:49] Rekha Thangellapalli: So we are launching multiple external campaigns where, you know, if the customer raises their hand. We will, we will line up immediately. Right. Um, and so, [00:46:01] Allison McFadden: I mean, I can’t, I can’t, I can’t say how important that third leg of the stool is. ’cause the second part, she talked about getting into our catalog is the first thing. [00:46:09] Allison McFadden: ’cause my BU business development leaders have the catalog. Right. And that’s what they’re selling. So what Elastic has done has gotten into one of those offerings and then. If we have a customer that asks for it, that is the fastest way to alignment. That is like the number one thing that we respond to [00:46:26] Vince Menzione: customer at the center. [00:46:27] Vince Menzione: This is great. Well, I think we’re up to time. This was a great session. I want to thank you. This is what a great, what a great group. [00:46:34] Vince Menzione: Thanks for listening to the Ultimate Partner Podcast. If today’s conversation resonated, share it with a partner leader in your network. Subscribe where [00:46:43] Vince Menzione: you listen, and head over to the ultimate partner.com. [00:46:47] Vince Menzione: For show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live Event in Reston, Virginia, October 26th through October 28th. Until next time, keep showing up in the rooms that matter because being in the room changes everything [00:47:09] I.

Het heeft flinke indruk gemaakt: de krater bij het aandeel van IBM. Ooit was dat hét techbedrijf op Wall Street, maar nu hebben beleggers alle hoop verloren. Volgens de topman stellen klanten hun bestellingen bij IBM uit, omdat ze eerst andere AI-gerelateerde aankopen moeten doen waar ze bakken met geld aan kwijt zijn. En dat brengt zorgen met zich mee. Komt van uitstel afstel, vragen beleggers zich af. IBM is echter niet de enige die met dit probleem zou kunnen zitten, daar wijst Errol Keyner van de VEB op. Deze week moeten andere softwarebedrijven gaan bewijzen dat zij hier niet - of op z'n minst minder - door worden geraakt. Of dat gaat lukken, hoor je in deze aflevering. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen. e gast: Errol Keyner van de Vereniging van Effectenbezitters BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

As finance teams evaluate the future of SAP BPC, organizations must consider how planning, close, consolidation, reporting, reconciliations, workflows, and analytics will work together across their broader finance architecture. In this episode of CPM Customer Success, Andy Smetana explores where SAP Analytics Cloud may fit into the roadmap, when S/4HANA Finance for group reporting may become part of the discussion, and why some organizations are evaluating OneStream as a unified alternative. He also examines the priorities of controllers, FP&A leaders, and CFOs, supported by examples of companies that modernized complex finance processes and reduced their reliance on disconnected systems and spreadsheets. For an additional SAP-to-OneStream comparison, listeners can also revisit Episode 40 featuring OneStream's Dave Collins.

Quantum materials discovery shows how quantum computing can create real value in industry by working alongside AI, advanced computing, and experiments to better understand materials, improve decision-making, and accelerate innovation at scale, ultimately helping deliver practical, measurable progress for the energy transition.This week, Dave, Esmee, and Rob are joined by co-host and quantum expert Phalgun Lolur, together with Jonathan Owens, Senior Scientist in Computational Materials Physics at GE Vernova to explore how quantum computing could reshape materials discovery and why that matters for the future of energy.  TLDR00:00 – Introduction01:50 – Hang out: The wet-bulb thermometer03:20 – Dig in: Technology Convergence and the Link to Quantum11:30 – Conversation with Jonathan Owens44:26 – Exciting to see how the quantum landscape matures and the magic wand for magnetismGuestJonathan Owens: https://www.linkedin.com/in/jonathan-r-owens-phd/ HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/Co-host Phalgun Lolur:  https://www.linkedin.com/in/phalgun-lolur/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

In today's Cloud Wars Minute, I look at how reasoning-focused AI will strengthen SAP Joule agents with enterprise-grade security and governance. Highlights 00:03 — SAP has partnered with Giotto.ai to explore the integration of Giotto.ai's AI reasoning capabilities into SAP Joule agents. Now, for some background, Giotto.ai is a Swiss AI company that has developed compact, reasoning-focused AI models designed for deployment in secure and controlled enterprise environments. 00:25 — Quick recap here: reasoning-focused AI models are designed not just to generate answers, but to really work through problems in a more structured and logical way before giving a response. The partnership will initially focus on pilot projects aimed at enhancing SAP Joule agents in enterprise scenarios that require structured reasoning, reliability, and integration with enterprise data. 00:50 — The collaboration will also serve as an opportunity for Giotto.ai to validate its technology in demanding real-world business environments. According to CEO Aldo Podestà, the partnership will demonstrate the practical value of the company's reasoning-focused models in an enterprise setting. 01:10 — For SAP, the collaboration provides an opportunity to explore how reasoning-focused AI can enhance its enterprise agents, particularly in use cases that require dependable decision support and close integration with the business data processes available there. 01:29 — For SAP customers, the partnership could result in AI agents that provide more reliable recommendations, better decision support, and greater automation of more complex business processes, critically, and this is the USP of Giotto .ai critically, while maintaining enterprise-grade security and governance. Visit Cloud Wars for more.

Treasury sanctions a VPN provider tied to ransomware. The Pentagon hits pause on CMMC audits. Critical flaws surface in Google Cloud's Dialogflow CX. Estée Lauder discloses a data breach. Mobile networks become a battlefield for tracking U.S. personnel. Australia calls out Big Tech over child safety. SAP patches critical bugs. CISA flags an actively exploited Cisco flaw. And the federal government accelerates AI investments. Our guest is Bogdan Botezatu, Senior Director, Threat Research and Reporting at Bitdefender, talking about Cyberthreats to Journalists and Influencers. AI costs savings come at a price. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today we are joined by Bogdan Botezatu, Senior Director, Threat Research and Reporting at Bitdefender, is talking about "Targeting the Messengers: Cyberthreats to Journalists and Influencers," their awareness campaign designed to address the escalating digital and reputational risks faced by media professionals in hostile environments. Selected Reading US sanctions VPN, malware providers for enabling ransomware attacks (Bleeping Computer) Pentagon announces 'immediate suspension' of CMMC Phase II mandates (Breaking Defense) Google Cloud Dialogflow CX vulnerability allowed AI agent hijacking | brief  (SC Media) Estée Lauder Companies Reports Data Breach Exposing Health Records and SSNs (Beyond Machines) US military targeted in Iran war phone-tracking campaign (Financial Times) Australia finds serious gaps in Big Tech response to online child sexual abuse (Reuters) SAP warns of critical flaws in NetWeaver and Commerce Cloud (Bleeping Computer) CISA adds Cisco IOS flaw to known exploited vulnerabilities catalog | brief (SC Media) Federal AI Projects Get Priority in TMF Funding Dash (GovInfo Security) Companies Are Throttling Employees' AI Use Because It's Too Expensive (404 Media) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

The TRUTH About SHOWING UP What does it really mean to “show up?” Is simply being present enough, or is there a deeper way to engage with our work, relationships, and purpose? In this inspiring episode of the Find Your Leadership Confidence Podcast, host Vicki Noethling welcomes bestselling author, TEDx speaker, and management consultant Marcy Axelrod for a thought-provoking conversation about the science, psychology, and leadership behind how we choose to show up every day. Drawing on more than two decades of research and experience working with global organizations including HP, Cisco, and SAP, Marcy shares why so many people “just show up,” what keeps us from bringing our authentic selves to every moment, and how nature itself provides a powerful blueprint for thriving. Together, they explore practical ways to create deeper connections, become more intentional leaders, and live with greater purpose. Whether you’re leading a team, growing a business, or simply striving to become the best version of yourself, this episode will challenge you to rethink what it truly means to show up with confidence, authenticity, and impact. 80% of us “JUST” Show Up to the moments of our lives, breeding discontent, underachieving and lack of meaning. Knowing what it means to Truly Show Up – how humans are designed to relate – leads to happiness, connectedness and readiness to succeed. https://choosetoshowup.com/ Subscribe to Our PodcastConnect With Our Guest Website: https://choosetoshowup.com/ LinkedIn: https://www.linkedin.com/in/marcy/ Instagram: https://www.instagram.com/marcyaxelrod/ The post Marcy Axelrod on What is Communication and Why is it Important? first appeared on The Find Your Leadership Confidence Podcast with Victoria Noethling.

What if the most valuable business intelligence in your organisation has been hiding inside your contracts all along? Recorded live at Docusign Momentum in London, this episode explores why enterprise AI is at an inflection point. After years of focusing on what AI can create, the conversation is shifting towards how AI can help organisations understand the information they already have, remove friction from everyday work, and make better business decisions. Joining me is Allan Thygesen, CEO of Docusign. While many people still associate Docusign with electronic signatures, Allan explains why the company's vision has expanded far beyond that single moment in the agreement process.  Every business runs on agreements, from customer contracts and supplier relationships to employee onboarding and partnerships. The real opportunity, he argues, is transforming those agreements from static documents into business intelligence that helps organisations improve performance, reduce risk and uncover value that has often remained hidden for years. We discuss why decades of historical agreements are becoming increasingly valuable in the age of AI, how organisations are using agreement intelligence to shorten sales cycles from days to hours, and why understanding the context behind agreements can be just as important as the agreements themselves. Allan also shares his perspective on the rise of agentic AI, explaining why trust, governance and compliance will ultimately determine how quickly organisations allow AI to take on greater responsibility. Rather than viewing AI as another standalone tool, he explains why the future lies in connecting trusted data and workflows across the systems businesses already use every day. Throughout our conversation, we also explore why Docusign continues to build an open ecosystem through partnerships with companies including Anthropic, Harvey, Legora, OpenAI, Google, Salesforce, SAP and Thomson Reuters, enabling organisations to work with agreement intelligence wherever work already happens. After spending the day at Momentum hearing from customers like Harvey, Legora, Experian and AON, executives and attendees, one theme kept emerging. The organisations creating the greatest value from AI are not necessarily adopting the most AI. They're using it to remove friction, improve decisions and help people focus on work that genuinely benefits the business. Does your organisation still think of contracts as administrative files, or are they becoming a strategic source of business intelligence? I'd love to hear your thoughts after listening and continue the conversation.  

Seema Amble, Steven Sinofsky, and Elena Burger unpack one of the biggest questions facing enterprise software: what happens when AI agents become the primary users of software instead of humans? The conversation explores the rise of "headless" software, why APIs and agentic workflows are reshaping enterprise applications, and whether traditional SaaS products are becoming systems of record rather than systems of engagement. They discuss Salesforce's Headless 360 announcement, MCP, enterprise software architecture, and why AI may fundamentally change how businesses interact with their data. Along the way, they examine what actually makes enterprise software sticky, why replacing systems like SAP and Salesforce is harder than it appears, and where startups have the greatest opportunity as AI reshapes the software stack.   Resources: Follow Seema Amble on X: https://x.com/seema_amble Follow Steven Sinofsky on X: https://x.com/stevesi Follow Elena Burger on X: https://x.com/VirtualElena Related Reading Is Software Losing Its Head?https://a16z.com/is-software-losing-its-head/ The Death of Software? Nah.https://a16z.com/death-of-software-nah/ Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.