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Benvenuti ad una nuova puntata di Garagisti Tech: il format indipendente dove commentiamo news economiche, tech, AI e startup.Qui nel Garage ci sporchiamo le mani: ogni puntata tanti bulloni utili da avvitare agli ingranaggi della tua azienda o organizzazione.Garagisti Tech d'eccezione di questa puntata:
Das KI-Start-up Anthropic ist jetzt mehr wert als SAP. Gleichzeitig sacken an den US-Börsen die Kurse ab. weil Investoren die Folgen von KI fürchten. Kurios: Auch Gold und Bitcoin fallen.
In episode 278 of our SAP on Azure video podcast we talk about Support for Mission Critical. When customers move their SAP systems to Azure, Microsoft is working closely with customers and their partners on the migration. We do not have our own team that actually does the migrations, but as we have highlighted several times on the show, we have dedicated teams that ensure an SAP on Azure Missions critical support. In the past we had colleagues like Hemanth Damecharla or Philiipp Leitenbauer from our engineering team in our show, who work very closely with SAP to ensure that SAP systems run best on Azure, but we also had colleagues like Etienne Dittrich from Shibli Subhanis team - or our own Goran -- who support customers closely during their preparation and the actual go-live. Today we want to talk to Anuradha Karnam who is a Cloud Solution Architect working on Support for Mission Critical, who will with us share what Support for Mission Critical is and how he and the team is helping customers.Find all the links mentioned here: https://www.saponazurepodcast.de/episode278Reach 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 #Support #MissionCritical
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über den AI Whateverpocalypse Trade, die wahren Gründe für den Lufthansa-Streik und den KI-Gewinner Vertiv. Außerdem geht es um CBRE Group, Jones Lang LaSalle, Cushman & Wakefield, Unity Software, Shopify, Hubspot, UIPath, Asana, SAP, Nemetschek, Dassault Systems, Relx, Flatex Degiro, Siemens Energy, Micron Technologies, Cisco, T-Mobile, Warner Brothers Discovery, Paramount-Skydance, McDonald's, Commerzbank, Schott Pharma, Gerresheimer, United Airlines, Delta, Air France-KLM, Easyjet, Ryanair, Scalable MSCI AC World Xtrackers ETF (WKN: DBX1SC), Finanzen.net MSCI World ETF (WKN: ETF300), Amundi MSCI World ETF (WKN: ETF146), Comdirect S&P All World State Street ETF (WKN: A41WW6), iShares Edge MSCI EM Value Factor ETF (WKN: A2JJAQ). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
In this episode of SUGTalks, Craig is joined by Mark Raben, former SAP EMEA CTO, keynote speaker and leadership coach, to examine the role of trust, culture and leadership in the era of AI.Recorded at UKISUG Connect following Mark's keynote, the conversation looks beyond technology to focus on human behaviour, trust and culture in transformation programmes. Mark explains how the brain works as a prediction machine, why structure alone isn't enough for successful SAP projects, and how leaders can reduce anxiety by being transparent about intent. Learn more about Mark Raben here: https://www.markraben.com/
RadioBorsa - La tua guida controcorrente per investire bene nella Borsa e nella Vita
I prezzi di Borsa, se interpretati con il giusto metodo, riescono ad anticipare i modelli economici e le narrazioni ufficiali. E le recenti, violente rotazioni dei mercati ci stanno inviando segnali molto precisi su cosa sta cambiando radicalmente.Mentre il Dow Jones ha superato la storica soglia dei 50.000 punti, premiando i titoli più tradizionali e “value”, sul Nasdaq si è abbattuta quella che molti chiamano “SaaSpocalypse”. L'intelligenza artificiale nativa sta infatti mettendo in grave crisi il collaudato modello degli abbonamenti software (SaaS) di colossi come SAP o Adobe. L'innovazione non fa sconti e sta divorando le certezze di chi pensava di avere un fossato inespugnabile.In questo clima di forte trasformazione, è fondamentale distinguere le vere riserve di valore dalla speculazione a leva. Nel podcast analizziamo la marcata differenza tra la forte ascesa dell'oro e dell'argento — sostenuti da un supporto strutturale come gli acquisti delle banche centrali — e il recente calo del Bitcoin, penalizzato da un'eccessiva leva finanziaria e da fragilità dell'infrastruttura di scambio.Attenzione però alla trappola del “buy the dip” (comprare sui cali): acquistare un titolo solo perché ha perso valore, senza analizzare i fondamentali, equivale a cercare di afferrare un coltello che cade. Il tracollo di Stellantis a Piazza Affari è emblematico: il crollo del prezzo è la dura risposta del mercato alla perdita di quote in Europa e ai massicci accantonamenti, ricordandoci che i mercati non sono obbligati a tornare ai vecchi massimi.Per proteggere e far crescere i propri risparmi non servono formule magiche, ma un approccio sistematico che unisca l'analisi fondamentale a quella quantitativa dei prezzi. In chiusura di puntata, vi segnaliamo l'ultimo video YouTube di SoldiExpert per imparare a smascherare i portafogli inefficienti e vi ricordiamo la possibilità di richiedere un check-up gratuito e indipendente per valutare la reale salute dei vostri investimenti.
Dr. Alan Barnard is one of the world's foremost experts on decision science and the Theory of Constraints (TOC). He's the Founder and CEO of Goldratt Research Labs, which he co-founded in 2008. Over three decades, Alan has helped leaders in organizations like Microsoft, Nike, Cisco, Tata Steel, SAP, and the UN find the leverage points that turn impossible problems into sustainable breakthroughs. Dr. Barnard is also the author of From Fragile to Robust to Anti-Fragile, a groundbreaking book on how individuals and organizations can use stress, complexity, and change to grow stronger under pressure. Dr. Barnard joined host Robert Glazer on The Elevate Podcast to talk about how to be anti-fragile in an unpredictable world, building resilience, thriving under constraints, and more. Thank you to the sponsors of The Elevate Podcast Shopify: shopify.com/elevate Masterclass: masterclass.com/elevate Framer: framer.com/elevate Northwest Registered Agent: northwestregisteredagent.com/elevatefree Indeed: indeed.com/elevate Vanguard: vanguard.com/audio Learn more about your ad choices. Visit megaphone.fm/adchoices
WBSRocks: Business Growth with ERP and Digital Transformation
Send a textThis week's enterprise software headlines highlight a market simultaneously accelerating into agentic AI while still wrestling with the structural and legal fallout of past transformation failures. On the innovation front, Genstore's $10M seed round, Tray.ai's launch of the Tray Agent Hub, and new agentic releases from Mendix and OutSystems underscore how aggressively vendors are repositioning around autonomous workflows and AI-first orchestration layers. ServiceNow's unveiling of its AI Experience and Plex's connected worker integration push the same narrative into IT service management and manufacturing operations, signaling that agentic concepts are no longer confined to experimental edges of the stack. At the same time, a parallel storyline of governance and execution risk is playing out, with Zimmer Biomet's $172M ERP lawsuit against Deloitte, Europe's continued delays fixing a troubled Oracle system, Daedong USA's faltering ERP injunction, and the EU Commission's investigation into SAP's practices reinforcing how fragile large-scale enterprise transformations remain. Together, these developments paint a bifurcated 2026 landscape: rapid platform innovation driven by AI ambition on one side, and unresolved accountability, regulatory scrutiny, and implementation risk on the other.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=m3VmbEsy5uQQuestions for Panelists?
If your AR feels like a maze of phone calls, spreadsheets, and “we'll match it later,” this conversation shows a cleaner path. We sit down with Fauwaz Hussain, Senior Director of B2B Partnerships and Strategy at Global Payments, to break down what actually speeds cash and what quietly stalls it. From card-not-present realities to complex terms and partial shipments, we map the B2B differences that make order-to-cash harder and the practical changes that remove friction fast.We get specific about embedding payments inside your ERP so invoices, settlements, and the general ledger line up automatically. That shift kills rekeying errors, collapses department silos, and gives support, sales, and finance the same live truth. Security gets stronger when card data never touches email or recorded calls, and PCI compliance becomes manageable when you use certified, cloud-based vaults and enforce simple rules like “no cards by phone.” Fauwaz explains why publishers like Microsoft, SAP, and Sage now run tighter marketplaces, how VARs and ISVs evaluate payment apps, and why a one-stop provider reduces risk across gateways, vaults, and processing.We also cover the cash-flow moves that work right away: self-serve portals with open invoices, one-click payment links by email or text, stored credentials for auto-pay, and accepting multiple methods from ACH to single-use virtual cards. Then we look forward - AI-driven cash application, predictive delinquencies, Level 2/3 data validation, and API-first architectures that connect e-commerce, field service, and ERP into a single payment fabric. If you're leading AR, finance, or operations, you'll leave with a clear playbook to modernize without compromising compliance.
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über gute Laune dank OpenAI, einen krassen Einbruch bei Hims & Hers und einen schwachen Tag für deutsche Immobilienwerte. Nvidia, Oracle, Microsoft, SAP, Siemens, Novo Nordisk, Samsung Electronics, Micron, Vonovia, TAG Immobilien, Kyndryl, Monday.com, Workday, AppLovin, On Semi, Amazon, Meta, J.C. Penney, Salesforce, ServiceNow, Crowdstrike, Palo Alto Networks, Asana, Atlassian, Cognizant, den Expanded Tech-Software Sector ETF (WKN: A0B6MN) und die Anleihen von Nvidia Dollar bis 2050 (WKN: A28VHH), Alphabet bis 2050 (WKN: A2802E), Alphabet Dollar 2027 (WKN: A2802B), Oracle Dollar bis 2064 (WKN: A3L339). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast 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
Crash oder Chance? Heiko Thieme schlägt Alarm. Der Markt zeigt sich technisch extrem anfällig. Maschinen bestimmen das Geschehen. Goldman Sachs warnt vor einem crash-ähnlichen Szenario. Gleichzeitig bleibt Thieme langfristig optimistisch. Korrekturen bis 15% gehören dazu. Clubmitglieder fragen nach Depotrisiken, USA-Gewichtung und China. Thieme ordnet klar ein und nennt konkrete Einzelwerte wie SAP.
Der DAX kämpft weiter mit der Marke von 25.000 Punkten. Zyklische Werte stützen, SAP hilft, die USA bremsen. Nach der Erholung vom Vorwochentief folgt eine Phase der Konsolidierung. Anleger warten auf neue Impulse und richten den Blick auf die US-Arbeitsmarktdaten. Gold und Silber geraten unter Druck. TUI meldet operativ starke Zahlen und plant wieder eine Dividende. Einschätzungen von Heiko Thieme, Christoph Geyer, Andreas Lipkow und Hartwig Löger.
How Do Marketplaces Turn AI Ambition Into Scalable, Trusted Enterprise Reality? That is the question I explore in this episode with Julie Teigland, Global Vice Chair for Alliances and Ecosystems at EY, someone who sits right at the intersection of enterprise demand, technology platforms, and the ecosystems that increasingly power modern AI adoption. As organizations race to deploy AI at scale, many are discovering that the real challenge is not a lack of tools, but the complexity of choosing, integrating, governing, and standing behind those decisions with confidence. Julie explains why marketplaces are becoming a powerful mechanism for reducing friction in this process, helping enterprises move beyond experimentation toward AI solutions that are trusted, scalable, and aligned with real business outcomes. We talk about how marketplaces can collapse complexity, curate choice, and bring much needed clarity to leaders who are overwhelmed by the sheer volume of AI options available today. Julie also shares how EY approaches this challenge through its "client zero" mindset, turning the lens inward and treating EY itself as the first marketplace customer. By doing so, EY stress tests governance, security, and integration at real enterprise scale, serving tens of thousands of clients, running hundreds of thousands of servers, and processing hundreds of millions of transactions every day. That internal experience shapes how EY helps clients navigate trust, accountability, and cross-vendor integration risks, particularly as AI becomes more embedded into workflows and decision-making. We also explore how strong alliances with cloud leaders like Microsoft and SAP are shaping how AI solutions are vetted, standardized, and deployed across industries, as well as how regulation, particularly in Europe, is influencing a shift toward responsibility by design. This conversation goes beyond technology to focus on orchestration, trust, and outcomes, and why marketplaces are evolving from simple app stores into something far more strategic for enterprise AI. If you are trying to understand how ecosystems, governance, and marketplaces can help turn AI from isolated projects into sustained business value, this episode offers a thoughtful and grounded perspective. I would love to know what resonated with you most. How do you see marketplaces shaping the future of AI adoption inside your organization? Useful LInks Connect With Julie Teigland Learn More About EY
The San Jose Sharks continued their slide heading into the Olympic Break, suffering another embarrassing loss against the Blackhawks and then were handled by the Avalanche. The Barracuda won two of three games, but their injury woes are piling up. Other topics include. What does Mike Grier do between now and the trade deadline? The Kings acquire Panarin to start the Pacific Division arms race going into the trade deadline. Gavin McKenna was charged with a felony; however, upon video review, it was determined there was no Felony after all. SAP center upgrades. Look at the Olympic tournament. We take your highlights and lowlights of the season thus far. And More! Teal Town USA - A San Jose Sharks' post-game podcast, for the fans, by the fans! Subscribe to catch us after every Sharks game and our weekly wrap-up show, The Pucknologists! Check us out on YouTube and remember to Like, Subscribe, and hit that Notification bell to be alerted every time we go live!
The Game Changers podcast celebrates true pioneers who inspire us to take the big step forward and up in education and beyond. In episode 208 (Part 2) of Game Changers, Phil Cummins joins in conversation with Marek Kowalkiewicz! Marek Kowalkiewicz is Professor and Chair in Digital Economy at QUT Business School, and one of Thinkers360's Top 100 Global AI Thought Leaders. He is the author of The Economy of Algorithms: AI and the Rise of the Digital Minions, winner of the 2024 Australian Business Book Award (Technology). Marek has led global innovation teams in Silicon Valley, founded SAP's Machine Learning Lab in Singapore, and held research roles at Microsoft Research Asia. His work focuses on helping leaders understand and navigate the business implications of AI and algorithmic systems. The Game Changers podcast is produced by Evan Phillips supported by a School for tomorrow (aschoolfortomorrow.com), and powered by CIRCLE Education. The podcast is hosted on SoundCloud and distributed through Spotify, Google Podcasts, and Apple Podcasts. Please subscribe and tell your friends you like what you are hearing. You can contact us at gamechangers@circle.education, on Twitter and Instagram via @GameChangersPC, and you can also connect with Phil via LinkedIn, Twitter and Instagram. Let's go!
Hablamos de SAP con Fernando Luengo, actual Director para Iberia en Pentos. El diálogo recorre su trayectoria profesional desde sus inicios en el año 2000, destacando su especialización en el módulo de Recursos Humanos (HCM) y su faceta como emprendedor al fundar la consultora Provide. Los interlocutores analizan la evolución técnica de la plataforma, comparando la robustez de los sistemas antiguos con las nuevas soluciones en la nube. Se debate profundamente sobre el futuro de la gestión de nóminas y los retos que supone la migración hacia S/4HANA y SuccessFactors. Finalmente, la charla aborda el impacto de la Inteligencia Artificial en el sector y la importancia de mantener una sólida base técnica frente al relevo generacional.#sapenespañol #hablamosdesap #podcast Más info...
In this episode of Future Fuzz, host Vince Quinn speaks with Kellie Walenciak, Head of Corporate Communications at Televerde — a global revenue creation partner with a bold mission: to deliver world-class marketing and sales results and transform lives. Kellie shares how Televerde's unique workforce — made up of both incarcerated and non‑incarcerated professionals — builds revenue for leading B2B companies while providing women in prison with critical training, experience, and second‑chance opportunities. They explore the business impact, social mission, storytelling strategy, and the Televerde Foundation's role in supporting women through reentry and lifelong career success.Guest BioKellie Walenciak is the Head of Corporate Communications at Televerde, a global revenue solutions partner specializing in demand generation, lead qualification, and customer success for B2B clients. With over 30 years of experience in corporate marketing and communications, Kellie leads the storytelling and brand mission for a company that uniquely blends purpose with performance. She advocates for redefining narratives around incarceration, reshaping perceptions, and unlocking overlooked talent through second‑chance opportunities.TakeawaysPurpose + Performance Can CoexistTeleverde proves that mission‑driven companies can deliver measurable business results — high engagement, low turnover, and strong client ROI — while changing lives.Second Chances Change TrajectoriesOver 4,700 women have passed through Televerde's Prison to Workforce program, with a recidivism rate of ~5% — dramatically below national averages.Real Skills = Real OpportunitiesWomen in the program gain marketable sales and marketing skills, build professional networks, and often transition into roles at major companies like SAP and Salesforce after release.Storytelling Builds UnderstandingPublic storytelling — including TEDx events, virtual roundtables, and personal narratives — helps Televerde break down stigma and build empathy and support for its mission.Holistic Support MattersTeleverde's Foundation expands impact by offering life skills training, transitional mentoring, and job placement services to women reentering society.Chapters00:48 – Introduction to Future Fuzz & Kellie Walenciak01:22 – What is Televerde? Company overview and mission03:12 – Inside Televerde's workforce & prison office model05:18 – The drive and resilience of the learning workforce05:59 – Recidivism impact & outcomes06:21 – Career pathways and success stories09:39 – Communicating Televerde's mission externally12:06 – Public perception and stigma around prison labor14:09 – How Televerde tells the women's stories16:04 – Virtual roundtable storytelling initiative17:33 – Mission meeting business: Televerde Foundation19:52 – Holistic reentry support and impact20:21 – Final thoughts & how to connect with Kellie20:50 – Contact info and LinkedIn reminders21:09 – ClosingConnect & FollowKellie WalenciakLinkedIn: Email: Kellie.Walenciak@televerde.comVince Quinn
In dieser Folge hören wir Philipp Sütterlin, AI Strategy Consultant bei SAP und Experte für Agentic AI. Philipp erklärt, warum 2026 das Jahr der AI Agents wird: Agentic AI revolutioniert Business-Prozesse bei SAP-Kunden durch autonome Agenten, die komplexe Workflows in Finance, Supply Chain und HR automatisieren – ohne umfangreiche Umbauten in der Architektur. Er teilt Quick Wins wie embedded Agents für Rechnungsabgleich oder Supplier Onboarding, Praxisbeispiele aus der Industrie und Tipps zur Skalierung.Viele überschätzten den 2025-Hype von AI Agenten, echter Impact kommt wohl 2026. Ein top relevantes Thema. Auch teilen wir Infos und Events wie SAP Agent Days und die AI Hackathons – mehr wie immer im Podcast und den ShownotesLinks:LinkedIn: Philipp Sütterlin: https://de.linkedin.com/in/philipp-sütterlin-17800219bSAP Events: Agent Days (26-27.02.): https://events.sap.com/eur-sap-agent-days-mee/en_us/home.htmlSAP Hackathon | Business meets AI - 23. 27. März 2026München: https://events.sap.com/de-hackathon-de/de_de/home.htmlBerlin: https://events.sap.com/de-hackathon-for-public/de_de/home.htmlZürich: https://events.sap.com/ch-hackathon-maerz26/de_de/home.htmlSAP Business AI: Joule Agents: https://www.sap.com/products/artificial-intelligence/ai-agents.htmlBlog: KI-Agenten bei SAP: Überblick, Beispiele, Umsetzung und Adoption mit Jochen Schneider: https://community.sap.com/t5/sap-training-and-change-management-blog-posts/ki-agenten-bei-sap-überblick-beispiele-umsetzung-und-adoption-mit-jochen/ba-p/14259318Google Deepmind Co-founder Dennis Hassabis auf LinkedIn : https://www.linkedin.com/in/demishassabisSAP CTO Philipp Herzig auf LinkedIn : https://www.linkedin.com/in/philipp-herzig/The AI Daily Brief: https://aidailybrief.ai/
Europa ringt um technologische Souveränität – doch kann der Kontinent sich wirklich aus der Abhängigkeit von US Tech lösen? Bundeskanzler Friedrich Merz fordert einen Kurswechsel: weniger Leichtsinn bei digitalen Abhängigkeiten, mehr eigene Stärke bei Schlüsseltechnologien. Und tatsächlich gibt es Bewegung. Die Deutsche Telekom hat in München ihre erste große KI Fabrik eröffnet – ein Milliardenprojekt gemeinsam mit Nvidia und SAP, das Unternehmen, Forschung und Staat mit sicherer, leistungsfähiger KI Infrastruktur versorgen soll. Wir haben dazu mit T-Systems‘ Automotive-Chef Christian Hort gesprochen. Parallel fordern VW Chef Oliver Blume und Stellantis-Boss Antonio Filosa ein „Made in Europe“ für die E Mobilität, um Batterien, Antriebsstränge und Elektronik wieder stärker in Europa zu fertigen. In dieser Folge fragen wir: Reicht das für echte digitale und industrielle Souveränität – oder bleibt Europa weiterhin nur Kunde im globalen Tech System? Die Details zur neuen Industrial AI Cloud: https://www.automotiveit.eu/news/telekom-nimmt-grosse-kifabrik-in-muenchen-in-betrieb/2601633 VW und Stellantis fordern „Made in Europe-Label“: https://www.automobil-produktion.de/news/chefs-von-vw-und-stellantis-fordern-made-in-europestrategie/2602544 Alle Infos zur Industrial AI Cloud von Folgenpartner T-Systems: www.t-systems.de/iaic Mehr zu Pascal und Yannick finden Sie auf LinkedIn: Pascal Nagel: https://www.linkedin.com/in/pascal-nagel/ Yannick Tiedemann: www.linkedin.com/in/yannick-tiedemann Hinweis: Die im Podcast getätigten Aussagen spiegeln die Privatmeinung der Gesprächspartner wider und entsprechen nicht zwingend den Darstellungen des jeweiligen Arbeitgebers
We are inescapably spiritual beings. Just as we draw in physical life from food and drink, we draw sustenance from Christ. In this message from John 15, Pastor Philip Miller explores Jesus' vivid metaphor from the Vine to the Vinedresser, the Branches, the Fruit, and the Sap. When we try to find life in anything else, it never really satisfies. This month's special offer is available for a donation of any amount. Get yours at https://moodyoffer.com or call us at 1-800-215-5001. Moody Church Media [https://www.moodymedia.org/], home of "Moody Church Hour," exists to bring glory to God through the transformation of lives. Dr. Philip Miller is the 17th Senior Pastor of The Moody Church. He is the featured speaker on "Living Hope" and "Moody Church Hour," with programs broadcasting on 700 outlets in the U.S. He and his wife Krista live in Chicago with their four children. Pastor Philip is passionate about proclaiming God's Word, cultivating healthy ministry, and investing in future leaders. SUPPORT: Tax Deductible Support: https://www.moodymedia.org/donate/ Become an Endurance Partner: https://endurancepartners.org/ SUBSCRIBE: YouTube: https://www.youtube.com/@MoodyChurchMedia Daily Devotional and Weekly Digest: https://www.moodymedia.org/newsletters/subscription/
We are inescapably spiritual beings. Just as we draw in physical life from food and drink, we draw sustenance from Christ. In this message from John 15, Pastor Philip Miller explores Jesus' vivid metaphor from the Vine to the Vinedresser, the Branches, the Fruit, and the Sap. When we try to find life in anything else, it never really satisfies. This month's special offer is available for a donation of any amount. Get yours at https://moodyoffer.com or call us at 1-800-215-5001. Moody Church Media [https://www.moodymedia.org/], home of "Moody Church Hour," exists to bring glory to God through the transformation of lives. Dr. Philip Miller is the 17th Senior Pastor of The Moody Church. He is the featured speaker on "Living Hope" and "Moody Church Hour," with programs broadcasting on 700 outlets in the U.S. He and his wife Krista live in Chicago with their four children. Pastor Philip is passionate about proclaiming God's Word, cultivating healthy ministry, and investing in future leaders. SUPPORT: Tax Deductible Support: https://www.moodymedia.org/donate/ Become an Endurance Partner: https://endurancepartners.org/ SUBSCRIBE: YouTube: https://www.youtube.com/@MoodyChurchMedia Daily Devotional and Weekly Digest: https://www.moodymedia.org/newsletters/subscription/
We are inescapably spiritual beings. Just as we draw in physical life from food and drink, we draw sustenance from Christ. In this message from John 15, Pastor Philip Miller explores Jesus' vivid metaphor from the Vine to the Vinedresser, the Branches, the Fruit, and the Sap. When we try to find life in anything else, it never really satisfies. To support this ministry financially, visit: https://www.oneplace.com/donate/173/29?v=20251111
We are inescapably spiritual beings. Just as we draw in physical life from food and drink, we draw sustenance from Christ. In this message from John 15, Pastor Philip Miller explores Jesus' vivid metaphor from the Vine to the Vinedresser, the Branches, the Fruit, and the Sap. When we try to find life in anything else, it never really satisfies. To support this ministry financially, visit: https://www.oneplace.com/donate/173/29?v=20251111
Vendredi 6 février, la balance commerciale de la France au T4 en 2025, l'annonce des résultats SAP et de Microsoft, les investissements énormes des grandes sociétés américaines, le Draghi Implementation Index, ont été abordés par Anne-Sophie Alsif, cheffe économiste chez BDO France et professeur d'économie à la Sorbonne, Pierre Schang, responsable des pôles France et Environnement chez La Financière de l'Echiquier, Louis de Montalembert, gérant chez Sunny Asset Management, et Patrice Gautry, chef économiste chez Union Bancaire Privée, reçus par Marc Fiorentino dans l'émission C'est Votre Argent sur BFM Business. Retrouvez l'émission le vendredi et réécoutez la en podcast.
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Jahresauftakt mit Turbulenzen: Nach einem Depot-Rückblick auf den ersten Monat im Jahr begrüßt Tobias Kramer deutlich früher als geplant den Tech-Investor Stefan Waldhauser. Mit ihm reflektiert er den Kursabsturz von PayPal nach den Zahlen und beide kommen in dieser Betrachtung zum gleichen Ergebnis. Anschließend geht‘s weiter mit drei weiteren Sorgenkindern auf dem Börsenparkett: Duolingo, Novo Nordisk und SAP. Außerdem muss bei der Verdreifacher-Aktie HochTief der Stoppkurs angepasst werden...
In episode 277 of our SAP on Azure video podcast we talk about ABAP Vibe coding!I love playing Adventure games. When I was younger, I was playing games from SierraOnline or LucasArts. One of my favorites was (and actually is) Days of the Tentacle. However, the game that probably started it all was Zork, a text-based adventure game. In one of the first interactions in this game it says "ZORK is a game of adventure, danger, and low cunning ... No Computer should be without one" So very recently I leared that you can actually play Zork in the SAP GUI. It's getting even better because our guest today, Alice, has developed it using vibe coding. So to learn more about the game, how vibe coding helped and how it found its way to ABAP, I am glad to have Alice back with us today. MCP Server for Vibing Steampunk (vsp): https://github.com/oisee/vibing-steampunkFind all the links mentioned here: https://www.saponazurepodcast.de/episode277Reach 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 #VibeCoding #ABAP #SAPADT #ZORK
SAP, Microsoft, and Sage all announced their financial results for the quarter and/or fiscal year ended December 31, 2025. In non-financial news, Procore announced its Procore for Government solution has achieved Federal Risk and AuthorizationManagement Program (FedRAMP®) Moderate Authorization.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 Anja Ettel und Lea Oetjen über die Durststrecke der Tech-Titel, Zweifel am Bitcoin-Narrativ und brisante Verbindungen von Jeffrey Epstein in die deutsche Wirtschaft. Außerdem geht es um SAP, Siemens, Infineon, Scout24, Snowflake, Palantir, CrowdStrike, AMD, Intel, Broadcom, Nvidia, Alphabet, Brenntag, BASF, Volkswagen, BMW, Mercedes-Benz Group, Lanxess, Wacker Chemie, Evonik, Heidelberg Materials, Uber, Bitcoin, Spotify, Alibaba, Deutsche Bank und Walmart. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast 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
What happens when the rush toward AI collides with the messy reality of enterprise data that was never designed for it? That is exactly where this fast-tracked episode with Kevin Dattolico from Syntax begins. Before we even hit record, we were swapping stories about music, travel, and a certain farewell concert that set the tone for a conversation that was both grounded and unexpectedly human. But once we got going, the discussion quickly shifted to one of the biggest blind spots I keep hearing about at tech conferences around the world. AI ambition is running far ahead of data readiness. Kevin leads Syntax across the Americas, working with organizations that rely on SAP, Oracle, and complex cloud environments to run their businesses. In our conversation, he shares why many AI initiatives stall or quietly reset the moment they touch real production data. Proofs of concept can look impressive in isolation, but once AI starts interacting with live operational systems, the cracks appear. Inconsistent data, duplicated records, missing context, and governance gaps all surface at once. The result is confusion, unpredictable outputs, and a growing realization that the issue is rarely the model itself. We dig into why ERP data has traditionally been trusted, while unstructured data across emails, documents, sensors, and logs often tells a very different story. Kevin explains where the real friction shows up when companies try to bring those worlds together, and why assumptions about data quality tend to break long before the technology does. It is a refreshingly honest look at what usually goes wrong first, and why leaders are often blindsided even after years of investment. One of the strongest themes in this episode is the shift Kevin sees from AI-first thinking toward a data-first mindset. That does not mean abandoning AI spend. It means rebalancing priorities so those investments actually deliver outcomes the business can stand behind. We talk about what consolidation, cleansing, and transformation look like at enterprise scale, especially for organizations carrying decades of technical debt and fragmented systems. The conversation also takes a thoughtful turn around governance, trust, and leadership. Kevin shares how the role of the chief data officer is changing from gatekeeper to enabler, and why modern governance has to support speed without sacrificing accountability. Along the way, he reflects on the risks of pushing ahead with weak data foundations, particularly in regulated industries where the cost of getting it wrong can be operational, reputational, or worse. And then there is the moment that caught me completely off guard. When I asked Kevin to look back on his career and reflect on someone who made a difference, his answer led to one of the most moving stories I have heard in thousands of interviews. It is a reminder that behind every transformation story, there are people who quietly shape the path forward. If you are wrestling with AI expectations, data reality, or simply wondering whether everyone else feels just as overwhelmed by this shift, this episode will resonate. The challenges Kevin describes are far more common than most leaders admit, and the opportunities for those who get the foundations right are real. So as AI continues to dominate boardroom conversations, are you confident your data is ready to support the decisions you are asking it to make, or is it time to pause and rethink what sits underneath it all? Useful Links Connect with Kevin Dattolico Learn more about Syntax Thanks to our sponsors, Alcor, for supporting the show.
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textThis week's enterprise software news highlights a widening gap between glossy innovation narratives and the hard operational and governance realities shaping buyer risk. On the innovation side, BlackLine's launch of Verity for the Office of the CFO, Tray.ai's Agent Hub, Genstore's $10M seed round, and Blue Yonder's new TMS features underscore the accelerating push toward AI-enabled automation and orchestration layers across finance, integration, and supply chain. Versori's partnership with Fluent Commerce and Acumatica's 2025 R2 update further signal growing emphasis on ecosystem connectivity and incremental platform modernization. At the same time, the darker counterpoint is impossible to ignore: Zimmer Biomet's $172M ERP lawsuit against Deloitte, a major European city council's continued delays in fixing a failed Oracle system, and the EU Commission's investigation into SAP's practices reinforce how execution risk, vendor governance, and regulatory scrutiny are now front-and-center issues for enterprise buyers. Taken together, these developments reflect a market bifurcating between rapid AI-driven experimentation and escalating consequences for large-scale ERP missteps—raising the strategic stakes for both technology selection and transformation leadership.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=_tFlYu6W_iwQuestions for Panelists?
In this episode, Jeff Mains sits down with KG Charles-Harris, a serial entrepreneur who has founded six companies across industries ranging from genomics to AI. KG is the founder and CEO of Quarrio, a deterministic AI platform that solves a critical problem: getting accurate, consistent answers from corporate data in seconds instead of weeks.KG shares his unconventional path to entrepreneurship, explaining how his companies emerge from late-night conversations with brilliant people who share a common problem. He breaks down the crucial difference between deterministic and probabilistic AI systems, making the case that when decisions involve real money, real lives, or real consequences, accuracy isn't optional—it's essential.Key Takeaways[0:00] Introduction to KG Charles-Harris and his multi-industry entrepreneurial journey[1:18] How companies are born from conversations: The pattern behind KG's six startups[2:30] The genomics company origin story: From 4:30 AM conversation to Norwegian startup[3:28] Why Quarrio exists: Even data company CEOs can't get the data they need[4:31] The Quarrio platform: 100% accuracy, plain language queries, auto-visualization[5:27] Real-world impact: The $60M margin leak that took two quarters to find (would take 5 seconds with Quarrio)[7:00] Deterministic vs. probabilistic AI explained: Why autopilots don't hallucinate[11:30] The cycle time framework: Information → Decision → Action → Results[13:00] Why ChatGPT's inconsistency is a dealbreaker for enterprise decisions[18:30] Organizations as "decision-making machines" and democratizing decisions to every level[20:30] The data explosion: Managing 300+ structured data sources in mid-sized enterprises[23:00] Why Quarrio focuses on structured enterprise data (SAP, Salesforce, Oracle) instead of PDFs[30:00] Go-to-market strategy: Why they started with Salesforce and sales teams[32:30] The Salesforce incubation story: Free office space and immediate investment[33:30] Team building philosophy: Surrounding yourself with people smarter than you[37:00] Stewardship as core ethos: Taking care of family, team, customers, and partners[38:30] The founder's dilemma: Resilience vs. delusion—knowing when to persist[43:00] Where to connect with KG and learn more about QuarrioTweetable Quotes"An organization is essentially a machine for making decisions and taking actions that have certain types of results." — KG Charles-Harris"Cycle time to information shortens cycle time to decision, which shortens cycle time to action, which shortens cycle time to results." — KG Charles-Harris"Agentic AI without context is useless. You need determinism to trust what is enacted within your system." — KG Charles-Harris"Effectiveness requires redundancy. Efficiency optimizes for the shortest time or best expense, but effectiveness accomplishes the goal." — KG Charles-Harris"I'm not very smart, and because I realize that, I ensure I work with people who are very smart. Then they make me look smart." — KG Charles-Harris"Most of us give up before we should have. The break would have come had we stuck it out one more month." — KG Charles-Harris"If you don't have their back, you cannot expect them to have yours. It's a
Insider bewerten das neue Unternehmen aus SpaceX und xAI mit 1,25 Billionen Dollar. Und: Der Dax hat in einem Jahr zwölf Prozent zugelegt, aber fünf Titel haben mehr als 20 Prozent verloren.
In today's Cloud Wars Minute, I discuss Christian Klein's plan for SAP's continued success.Highlights00:00 — Hello, my friends. Welcome back to Cloud Wars Minute, where 2026 is off to a racing start here into the AI economy. And I wanted to talk today a little bit about the results for Q4 and full-year 2025 from SAP, which is now number four on the Cloud Wars Top 10, moved up from the number five spot earlier this month.00:37 —So let's focus on the strength that's going on here, and why customers are reacting to the dynamics in enterprise apps and agents and AI and data marketplaces — not just apps anymore. I think SAP wrapped up a very strong Q4. CEO Christian Klein laid out a 5-point growth plan for 2026 and beyond. Before we get to that, here are my choices for the key numbers from the SAP Q4 earnings results.01:15 — First of all, most important, total cloud backlog was up 30% to about $88 billion — very, very strong momentum going into the future. This is similar to what other companies call their RPO, remaining performance obligation. This is contracted business, locked in, but not yet recognized as revenue. Cloud revenue was up 26% for the year to $24.2 billion, so across the board, doing great.01:57 — Within that, the Cloud ERP Suite was up 32% to $20.8 billion, and the closer-in current cloud backlog up 25% to $24.2 billion. Based on those strong numbers, Christian Klein revealed a 5-point growth plan. He said these backlog deals go out up to four years, and often customers add more. This gives SAP's on-prem customers confidence as they move to the cloud.03:03 — Klein said when customers migrate to the cloud, SAP often gets a two- to three-times boost in revenue as customers add more applications. He also cited a booming mid-market ecosystem through partners.03:53 — Finally, he said the most strategic parts of future growth will be Business AI and the Business Data Cloud. In Q4, 90% of SAP's 50 largest deals included one or both. Visit Cloud Wars for more.
In this episode, our host Johanna Dunlevy is joined by EFR colleagues Tammy Hoyman, CEO and Haley Pederson Hundley, Substance Abuse Programs Director, for a deeper look at the heart of EFR's mission-driven work.While many people are familiar with EFR through its Employee Assistance Program (EAP), this conversation shines a light on the wide range of community outreach and prevention programs that extend far beyond the workplace. Tammy and Haley discuss how grant-funded initiatives allow EFR to meet critical community needs, with a special focus on the Restorative Justice Program. They explore how restorative practices support accountability, healing, and connection, and offer an alternative to punitive justice. You'll get an inside look at how EFR's prevention and community-based programs (including our Student Assistance Program) work, why grant funding is essential, and how EFR's mission-based approach helps create lasting, positive impact in the community.If you are in the Fifth Judicial District and/or in the Iowa counties of Polk, Warren, Jasper, or Marion, or willing to travel to the Polk County, Iowa area, you can reach EFR Diversion team, by phone at 515-471-2323 or by email at diversion@efr.org.For more information about our Student Assistance Program (SAP), visit our SAP webpage. You can call 800-327-4692 or 515-244-6090 to see if your school is one of our SAP partners.Donate to EFR. 1 in 3 Iowans needing mental health care cannot afford it. Your gift enables us to offer counseling to anyone in need regardless of their ability to pay. Thank you for helping us keep our promise to the community: that everyone who needs help, gets help.
The Game Changers podcast celebrates true pioneers who inspire us to take the big step forward and up in education and beyond. In episode 208 (Part 1) of Game Changers, Phil Cummins joins in conversation with Marek Kowalkiewicz! Marek Kowalkiewicz is Professor and Chair in Digital Economy at QUT Business School, and one of Thinkers360's Top 100 Global AI Thought Leaders. He is the author of The Economy of Algorithms: AI and the Rise of the Digital Minions, winner of the 2024 Australian Business Book Award (Technology). Marek has led global innovation teams in Silicon Valley, founded SAP's Machine Learning Lab in Singapore, and held research roles at Microsoft Research Asia. His work focuses on helping leaders understand and navigate the business implications of AI and algorithmic systems. The Game Changers podcast is produced by Evan Phillips supported by a School for tomorrow (aschoolfortomorrow.com), and powered by CIRCLE Education. The podcast is hosted on SoundCloud and distributed through Spotify, Google Podcasts, and Apple Podcasts. Please subscribe and tell your friends you like what you are hearing. You can contact us at gamechangers@circle.education, on Twitter and Instagram via @GameChangersPC, and you can also connect with Phil via LinkedIn, Twitter and Instagram. Let's go!
Hablamos con Luis Felipe Lanz, quien comparte su trayectoria de 23 años en SAP, desde sus inicios en HR hasta su rol actual en Customer Service Management y BTP. Tratamos la evolución de SAP a lo largo de los años, la importancia de adaptarse al ritmo del cliente y el papel fundamental del equipo de Customer Success. Abordamos la complejidad de BTP, el concepto de Clean Core y la necesidad de una mentalidad de cambio en el ecosistema SAP. Finalmente, Luis Felipe ofrece consejos para quienes desean iniciar una carrera en SAP hoy en día.#sapenespañol #Más info...
Earnings season is in full swing, and this week on Dividend Talk it's all about what recent earnings and dividend announcements really mean for long-term dividend investing. The conversation covers major earnings from companies likeMicrosoft, SAP, LVMH, Apple, Texas Instruments, Visa, Starbucks, UnitedHealth, and Altria, alongside a wave of European dividend increases from ASML, Deutsche Bank, Sanofi, ABB, KPN, and others. We break down what's driving big price drops, where valuation expectations may have run ahead of reality, and how dividend growth investors should think about volatility during earnings season.
Apple überrascht, Meta überzeugt, Microsoft enttäuscht – und SAP stürzt ab. Gleichzeitig sorgt der nominierte Fed-Chef für Turbulenzen bei Gold, Silber und Bitcoin. Die beiden Wirtschaftsjournalisten Dietmar Deffner & Holger Zschäpitz ordnen die Woche ein, streiten über KI und liefern Einschätzungen für Anleger. DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreiben Sie uns an: wirtschaftspodcast@welt.de Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
AI-driven recruiting is on the hot seat and it's only getting hotter. Most job seekers now experience AI-interviewers, AI-based screening, and even chatbots that can automate the entire process. And as this market grows, two new lawsuits (one against Workday, one against Eightfold) have emerged, indicating the “fear” job seekers have about this technology. In the meantime, vendors are gobbling up these tools. This includes Workday's $1 billion acquisition of Paradox (and Hiredscore), SAP's acquisition of Smartrecruiters, Outmatch's acquisition of Pymetrics (renamed Harver), UKG's acquisition of Chattr (renamed Rapid Hire), Radancy's acquisition of myInterview, Hirevue's acquisition of Modern Hire, Cornerstone's acquisition of Skyhive (following acquisition of Clustree), Lightcast's acquisition of Rhetorik, and more. Where is all this going? As I discuss, this is an enormous ($840 billion) market and there's a lot yet to come. As I discuss, we are entering a whole new set of demands, demands for quality, explainability, skills verification, and bias-detection. One of the big new trends is what we call “vertical data labeling” to increase transparency and quality. (The pioneer here is a company called Findem.) So for you as a buyer or user, it's a time to focus on data and AI accuracy and completeness. Like this podcast? Rate us on Spotify or Apple or YouTube. Additional Information The Great Reinvention of Human Resources Has Begun People Data For Sale: How The Talent Intelligence Market Really Works The Talent Acquisition Revolution: How AI is Transforming Recruiting Imperatives for 2026: What's Ahead for Enterprise AI, HR, Jobs, And Organizations Get Galileo: The World's AI Agent For Everything HR Chapters (00:00:00) - The Lawsuits About AI-Based Recruitment(00:03:14) - AI Based Recruitment(00:13:37) - Is LinkedIn a Good Data Source for AI?(00:14:21) - Will AI Be Better at Recruiting?(00:21:44) - Will Data-based Recruitment Be Legal?
In dieser Samstagsfolge von “Alles auf Aktien” reden wir über diese wilde Woche. Wir reden mit jemandem, der uns erklärt, was da passiert ist, an den Börsen. Warum gewinnt Meta so stark und warum stürzt Microsoft gleichzeitig ab? Was ist vom neuen Tesla-Zeitalter zu halten, kann der neue Superstar Sandisk weiter so sagenhaft erfolgreich sein und müssen wir uns Sorgen um SAP machen? Unser Gast wird all diese Fragen beantworten – und noch viel mehr. Er verrät uns, welche Aktien den „KI kills Software“-Trend überleben werden, welche zwei Konzerne ihr Schicksal komplett an OpenAI geknüpft haben und er streut ein ziemlich gutes Übernahmegerücht. Ein Gespräch mit Baki Irmak. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
In 2020, SAP CEO Christian Klein decided to shift the 50-year-old German software giant entirely to the cloud. The immediate result? The stock price dropped 20% in a single day. Fast-forward to today: SAP is one of the most valuable companies in Europe. In this episode of Bold Names, Klein joins WSJ's Tim Higgins to discuss navigating that tumult, the cultural overhaul required to modernize the company, and why Europe needs to focus on applied AI to compete with the U.S. and China. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: The Boldest Ideas of 2025 — And What's in Store for 2026 How Corning Is Using Trump's Tariffs To Its Advantage Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' Let us know what you think of the show. Email us at BoldNames@wsj.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn how to adapt and evolve your business to thrive through market disruptions and scale beyond seven figures. I sit down with Itai Sadan to explore why the ability to adapt and evolve separates good entrepreneurs from exceptional ones. Itai shares the raw story of building Duda from a garage startup to a company hosting over one million websites, including the pivotal moment when declining revenues forced a complete product pivot. From escaping the founder's trap to navigating the mobile revolution and now AI disruption, this conversation delivers hard-won lessons on staying ahead of market shifts, persuading your team through change, and why you don't have to be first to win. Itai Sadan is the co-founder and CEO of Duda, a white-label website builder serving digital marketing agencies and SaaS platforms worldwide. He launched the company in 2008 from his garage in Mountain View with his high school friend Amir Glatt after recognizing the shift toward mobile internet. Prior to Duda, Itai held positions at SAP and Amdocs and founded InterSight, a data storage startup, at age 21. His insights on SMBs, digital agencies, and online marketing have been featured in USA Today, TechCrunch, The Huffington Post, and more. Itai holds a BSc in Computer Science and Mathematics from Ben Gurion University in Israel. KEY TAKEAWAYS: The founder's trap happens when everything depends on you, and escaping it requires hiring for your weaknesses first. Building a business is an ultra-marathon, not a sprint, so find a sustainable pace that allows for continuous learning. Market dynamics will thrust challenges upon you regardless of revenue milestones, so stay attuned to shifts beyond your control. When pivoting, use data and customer feedback to persuade your team rather than pulling rank as the boss. AI won't take your job, but a competitor using AI better than you will. You don't have to be first to market because Google, Facebook, and others all came after early movers and still won. Niching down and being crystal clear on who you serve positions you perfectly for the AI-forward buyer's journey. Surround yourself with mentors and smart people to play intellectual ping pong and spot blind spots you'd miss alone. Connect with Itai Sadan: Website: https://www.duda.co LinkedIn: https://www.linkedin.com/in/itaisadan Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites: www.PredictableProfits.com www.predictableprofits.com/community https://start.predictableprofits.com/community
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Rückkehr der Sorgen bei SAP, Eincashen bei Nordex, die SanDisk-Sensation und Elon Musks neuen Masterplan. Außerdem geht es um Microsoft, Salesforce, ServiceNow, Deutsche Bank, Adidas, Siemens, ABB, Southwest, Lockheed Martin, Caterpillar, Honeywell, Royal Carrabean, Joby Aviation, Deckers Outdoor, Meta. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast 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
SpaceX soll mit XAI verschmolzen werden. Anthropic überrascht und sammelt statt 10 Milliarden gleich 20 Milliarden ein, prognostiziert 55 Milliarden Umsatz für 2027. OpenAI plant sein IPO für Q4 2026 und arbeitet an einer 100-Milliarden-Runde mit Amazon, Nvidia und Softbank. Microsoft: 45% der zukünftigen Cloud-Umsätze kommen allein von OpenAI. Tesla meldet eines der schwächsten Quartale – in Europa brechen die Verkäufe um bis zu 70% ein wegen Elon Musks politischem Engagement. SAP stürzt 16% ab nach enttäuschenden Cloud-Zahlen. Der CISA-Chef hat vertrauliche Homeland-Security-Daten in ChatGPT hochgeladen. Meta testet Premium-Abos für Instagram, Facebook und WhatsApp. 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) Intro & Dry January (00:02:48) Christian Lindner blockt Pip (00:05:58) Elon Musk: SpaceX-XAI-Tesla Merger? (00:12:10) Apple kauft QAI für 2 Mrd. (00:15:02) Meta testet Premium-Abos (00:17:53) KI in der Produktentwicklung (00:21:04) OpenAI IPO-Pläne & 100 Mrd. Runde (00:23:58) Aleph Alpha (00:55:26) Neom/The Line (00:59:27) Microsoft Earnings (01:05:22) Meta Earnings (01:11:03) Tesla Earnings (01:18:10) SAP Earnings (01:19:29) Samsung Rekordquartal (01:21:30) Verbraucherschutz: Signal-Phishing bei Journalisten (01:24:29) Tokenisierte Wertpapiere und Regulierung (01:25:33) Grok/X: Visa & Mastercard ignorieren CSAM (01:28:23) Meta: Zuckerberg ignorierte KI-Chatbot-Warnung (01:30:44) Data Center Werbekampagnen (01:32:03) Shein EU-Untersuchung & Meta WhatsApp-Zugriff (01:34:28) Das Letzte: Melania-Film & CISA-Chef ChatGPT-Fail (01:40:45) Politische Spenden und deren Einfluss (01:45:31) RobCo 100 Mio. Series C (01:53:28) Apple Earnings (01:55:51) US Trade Deficit auf Höchststand Shownotes SpaceX erwägt Fusion mit Tesla oder xAI - bloomberg.com Apple Q.AI Übernahme - ft.com Meta to test premium subscriptions - techcrunch.com Anthropic Funding - ft.com Anthropic Hikes 2026 Revenue Forecast 20% - theinformation.com OpenAI und Anthropic im Rennen um IPO - wsj.com Nvidia, Microsoft, Amazon in Talks to Invest Up to $60 Billion in OpenAI - theinformation.com Amazon plant Investition in OpenAI - wsj.com OpenAI plant biometrisches soziales Netzwerk gegen X-Bot-Problem - forbes.com Bosch verkauft Aleph Alpha Anteile an Schwarz Gruppe - faz.net Neom Projekt - ft.com Microsoft Marktkapitalisierung und Gewinne - cnbc.com Microsoft Earnings - ft.com LinkedIn erreicht erstmals 5 Mrd. Quartalsumsatz - geekwire.com Produktionsende für Tesla Model S und X - cnbc.com SAP Earnings - ft.com Signal Scam - linkedin.com Signal Scam- linkedin.com SEC klärt Regeln für tokenisierte Aktien, verschärft Überwachung. - coindesk.com Zahlungsmethoden und CSAM-Erkennung - theverge.com Gericht blockiert Chatbot-Beschränkungen für Minderjährige - reuters.com Meta startet Werbekampagne für Rechenzentren - theverge.com EU-Untersuchung gegen Shein möglich - reuters.com US-Untersuchung zu WhatsApp-Datenschutz - bloomberg.com Melania Trump-Dokumentarfilm verspottet wegen leerer Kinovorführungen. - gbnews.com Amazons 35-Millionen-Dollar-„Melania“ - nytimes.com Wie viel kann ein Präsident verdienen? - nytimes.com Party donations 2025: AfD large donations skyrocket - lobbycontrol.de Diese Entwicklung sollte jeden Amerikaner beunruhigen. - x.com Trump Cybersicherheit Sensible Materialien ChatGPT - independent.co.uk Marktführer Robitik Robco- handelsblatt.com US-Handelsdefizit wächst am stärksten seit 34 Jahren - reuters.com im Loop Podcast - finanzfluss.de Tim Gabel Podcast mit Pip – Youtube
Tesla suffers a fall in its annual vehicle sales for the first time in its history but shares are still in the green as the auto maker posts a beat on earnings. Tesla has also announced it will be axing its S and X models as it moves to increasingly produce humanoid robots. German lender Deutsche Bank enjoys record FY and Q4 earnings. We speak to CFO James Von Molke who says U.S. economic strength will help bolster the world's economy. SAP posts Q4 sales results in line with expectations and says its cloud revenues are set to surge by up to 25 per cent this year. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
US Senate Majority Leader Thune sees a possibility to avoid a shutdown by week's end after Senate Minority Leader Schumer laid out Democrats' demands on ICE, CNN reported.European bourses are broadly firmer though DAX 40 has been pressured by losses in SAP, after disappointing cloud backlogs.In the pre-market: Microsoft (-6.4%, strong results, though AI spending and disappointing cloud growth weigh), Meta (+7.5%, posts record sales), and Tesla (+2%, annual revenue falls for the first time, but aims to pivot further to AI).AUD outpaces on gold and copper; G10s flat/firmer vs USD.US yields remain bid post-FOMC, supply in focus for the near-termSpot XAU nears USD 5600/oz while copper prices surge beyond USD 14k/t on greater AI demand; Crude climbs to new four-month highs as Trump reportedly considers a new strike on Iran.Looking ahead, US Jobless Claims, Chicago Fed Labour Market Indicators (Jan), Japanese Industrial Production (Dec), Retail Sales (Dec) & Tokyo Core CPI (Jan), SARB Policy Announcement. Speakers include ECB's Cipollone. Supply from the US.Earnings from Apple, SanDisk, Visa, Western Digital, Mastercard, Caterpillar, Nasdaq, Blackstone, Lockheed Martin.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In today's Cloud Wars Minute, I debunk the myth that legacy vendors like Oracle, Microsoft, and SAP can't thrive in the cloud and AI era.Highlights00:10 — I want to talk about why Oracle, Microsoft, and SAP are thriving and being leaders in the industry in both cloud and AI. Why is this happening? Especially because, if you look back, we kept hearing this conventional wisdom that the legacy vendors were going to be just blown away, wiped out by these new cloud-native companies and startups, right?00:42 — That the traditional companies here — the fifty-somethings — Oracle, Microsoft, SAP, IBM, and others, were just too old. They were fuddy-duddies. They couldn't make the turn. They didn't get cloud. They didn't understand it, and these hotshot new companies were just going to blow them away.01:36 — We see these companies not just holding their own, but actually being pioneers. Oracle, now number two on the Cloud Wars Top 10; Microsoft, number three; SAP, number four. They're doing the AI economy as well, and a big part of that is tied directly to the fact that these companies have all been around for almost 50 years or more.02:22 —Oracle, 49 years. Microsoft, 51 years. SAP, 54 years. They're wearing those sort of Boomer ages as badges of honor, and doing incredibly well in the marketplace here because they're able to use their expertise with every sort of technology ever invented.03:04 — One of the ways that conventional wisdom in this business plays out is this notion of a zero-sum game, where there's a limited, finite supply of assets or resources or market share — total addressable market. I mean, that's just absolutely absurd.04:15 — This is not a zero-sum game, and these so-called experts who try to preach that and guide decision-making based on that just don't get it. They're applying a model that fits some other industries that certainly does not here, and it's actually quite harmful to follow that. Visit Cloud Wars for more.
Ryan Debenham, CEO of Grin, shares his unconventional journey from software engineer to leading a nearly billion-dollar creator management platform. In this candid conversation, Ryan reveals how he "accidentally" became a CEO by following challenges rather than titles, and why that mindset shift transformed how he builds products and companies.He discusses the critical disconnect between engineering and go-to-market teams, the revolutionary potential of AI agents in influencer marketing, and why democratizing influence could unlock a massive untapped market. Ryan also shares insights from his time at Qualtrics (acquired by SAP for $8B) and Route, offering practical wisdom on connecting product teams to revenue outcomes and building AI that feels "alive."Key Takeaways[4:30] - The Accidental CEO Path: Ryan explains how becoming a CEO was never his plan—he loved building products but never built companies around them. His career evolved by chasing challenges rather than titles or money.[10:30] - The Product-to-Company Graveyard: Ryan candidly shares how his early product ideas (including a ride-sharing concept 20 years ago and a photo categorization tool) died because he focused only on building, not on solving the hard business problems.[12:15] - The Mindset Shift: The biggest change from engineering to CEO? When revenue numbers became Ryan's responsibility, he finally understood what customers truly needed—not just what they said they wanted.[14:30] - Breaking Down Silos: Ryan discusses why the tension between product, engineering, marketing, and sales "will kill the business" and how he's connecting these departments at the hip.[19:30] - The Qualtrics Lesson: A powerful story about spending six months building the wrong text analytics product at Qualtrics, despite sitting next to customers repeatedly. The lesson: understanding business needs requires deeper connection than just listening to feature requests.[26:00] - AI as Electricity: Ryan's compelling analogy comparing LLMs to the development of electricity and CPUs—powerful building blocks that are worthless alone but transformational when paired with the right infrastructure.[28:30] - Mandatory AI Adoption: Ryan required all engineers at Grin to use AI coding tools. One engineer quit over the pressure but came back, realizing it was a mistake. His prediction: in a few years, you won't get hired as an engineer if you don't know AI tools.[32:00] - Building Software That's "Alive": Ryan describes Gia, Grin's AI agent that journals daily, runs standups with other agents, creates action items, and can discuss what she's learning and what features should be built next.[35:00] - The Influencer Marketing Problem: Why Grin's growth stalled—aspirational customers bought the software but failed at influencer marketing because the operational complexity was too high, leading to churn.[38:30] - The Two-Sided Platform Gap: Most influencer platforms built for merchants and forgot creators. Ryan explains why supporting creators is the most important part of the solution.[44:30] - Democratizing Influence: Ryan's vision that "everybody is an influencer"—the real opportunity is capturing and rewarding the micro-influence that happens in everyday conversations between millions of people.[49:00] - The Collision Course: Why affiliate marketing and influencer marketing are merging into something new—it's all about capturing word-of-mouth at different scales.Tweetable...