Podcasts about ServiceNow

What does autonomous IT really look like when you move beyond the slideware and start wiring systems together in the real world? At Dynatrace Perform in Las Vegas, I sat down with Pablo Stern, EVP and GM of Technology Workflow Products at ServiceNow, to unpack exactly that. Pablo leads the teams focused on CIOs and CISOs, building the workflows and security products that sit at the heart of modern IT organizations. From service desks and command centers to risk and asset management, his remit is clear: enable AI to work for people, not the other way around. We began with ServiceNow's deepening multi-year partnership with Dynatrace. While the announcement made headlines, Pablo was quick to point out that the real story starts with customers. This collaboration is rooted in a shared goal of helping joint customers reduce outages, improve SLA adherence, and shrink mean time to resolution. The vision of autonomous IT operations is not about hype. It is about connecting observability data with deterministic workflows so that insight can evolve into coordinated, system-level action. Pablo walked me through the maturity curve he sees emerging. First came AI-powered insight, summarizing data and surfacing signals from noise. Then came task automation, drafting knowledge articles, paging teams, triggering predefined playbooks. The next step, and the one that excites him most, is orchestrated autonomy. That means stitching together skills, agents, and workflows into systems that can drive end-to-end outcomes. It is a journey measured in years, not months, and it depends as much on digitizing process and building trust as it does on technology. We also explored root cause analysis, still one of the biggest time drains in IT. By combining Dynatrace's AI-driven observability with ServiceNow's workflow engine, enterprises can automate forensic steps, correlate events faster, and shorten the time spent on major incident bridges where teams debate ownership. Even incremental improvements in accuracy can save hours when incidents strike. Trust, of course, remains central. Pablo was candid that full self-healing systems are still some distance away. What we will see first is relief automation, controlled failovers, scripted actions suggested by machines but approved by humans. Over time, as confidence grows and processes become fully digitized, the balance will shift. Beyond the technology, a consistent theme ran through our conversation. Outcomes have not changed. Enterprises still want higher availability, faster resolution, better employee experiences. What is changing is the how. ServiceNow is reimagining its platform to deliver those outcomes at a much higher standard, not through incremental tweaks, but through rethinking workflows for an AI-first world. From design partnerships with banks building pre-flight change checks, to internal teams acting as the toughest customers, this was a grounded, practical conversation about where autonomous operations are headed and what it will take to get there. If you are a CIO, CISO, or IT leader wondering how to move from theory to execution, this episode offers a clear-eyed look behind the curtain.      

We open the February 2026 mailbag to answer your questions on how to handle the psychological toll of the "SaaS apocalypse" and when it actually makes sense to buy the dip. We also discuss how to assess relative risk in a portfolio, dive deep into the differences between SentinelOne and CrowdStrike (including thoughts on stock-based compensation), and reveal the "falling knife" software stocks we are most tempted to buy right now, including ServiceNow and Salesforce.00:51 First Friday Update02:03 Mailbag Fear in Downturns03:56 DCA and SaaS Selloff06:15 Deploying Cash Rules08:43 Add to Winners Not Losers15:49 Risk in Portfolios20:31 Position Sizing Examples23:28 SentinelOne Profitability Debate28:35 SentinelOne vs CrowdStrike30:44 Cybersecurity Basket Strategy31:42 M&A and Buyout Odds33:12 CareTrust REIT Update35:00 Discord Falling Knife Picks35:35 ServiceNow Case37:44 PayPal Options and CEO Risk38:33 Salesforce AI and Valuation42:50 How We Add Positions47:28 Enphase and Gut Conviction50:19 Secular Trends and EV Lesson52:05 QuantumScape Battery Bet52:37 Wrap Up and Where to AskCompanies mentioned: ASML, CRM, CRWD, CTRE, ENPH, NOW, PYPL, QS, S, TSLA, TSMFind where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com*****************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader

U.S. markets rebounded sharply as fears of AI-driven disruption eased, lifting the S&P 500, Nasdaq, and Dow in a broad relief rally. A blockbuster multiyear partnership between Advanced Micro Devices and Meta Platforms — including up to 6 gigawatts of GPUs and a potential 160 million-share warrant — reignited the AI capex narrative and raised fresh questions about competition with Nvidia. Meanwhile, software names like Salesforce, ServiceNow, and DocuSign bounced as investors reconsider whether AI is a threat or a tailwind. Ryan Detrick, Chief Market Strategist, Carson Group breaks down whether this is just a relief rally, what it means for the AI arms race, and how global tariffs and industrial names like John Deere fit into the bigger macro picture. Produced/Presented: Ryan Huang Image: Geralt via PixabaySee omnystudio.com/listener for privacy information.

Andy Roddick and Chris Eubanks discuss the Greatest Servers of All Time on the ATP Tour. From Pete Sampras to Boris Becker, to John Isner and Roger Federer: how they are all different yet so effective. They dive into legends like Goran Ivanisevic, Ivo Karlovic, Wayne Arthurs, & More.  They also cover the latest tour results: Alcaraz defeating Fils, Korda beating Paul, and Pegula winning over Svitolina. They also talk about Serena Williams possible comeback, Craig Tiley taking the CEO position at the USTA, and Andy signing a deal with ESPN to help commentate during Wimbledon and US Open.  COMMENT BELOW: Who has the best serve of all time? TAKE OUR SURVEY: https://survey.alchemer.com/s3/8634892/Served-Research Learn more about ServiceNow here: https://www.servicenow.com/?campid=271869&cid=pc:brd:brnd:served:26q1:paitwfp_audioredirect_PAITW2_GAI_PAITWFP_HostRead_:none:br_ams:awa&utm_medium=podcasts&utm_source=served

OpenAI korrigiert seine Umsatzerwartungen erneut nach oben: $284 Mrd. bis 2030, davon $150 Mrd. aus dem Consumer-Geschäft . Anthropic meldet massive Destillationsangriffe chinesischer Modellbetreiber mit bis zu 24.000 Fake-Accounts, während DeepSeek laut Reuters auf Nvidias Blackwell-Chips trainiert – angeblich in Data Centern in der Mongolei. Bernie Sanders fordert nach Gesprächen mit KI-CEOs ein Moratorium. Der virale Citrini-Research-Artikel "The 2028 Global Intelligence Crisis" beschreibt ein Doom-Szenario für SaaS und löst einen realen Kursrutsch bei ServiceNow, DoorDash und Cloudflare aus. Das DHS baut eine behördenübergreifende biometrische Datenbank. OpenAI-Mitarbeiter erkannten Warnsignale in der Chat-Historie einer kanadischen Amokläuferin, meldeten sie aber nicht an Behörden. Open-Source-Projekte kämpfen mit AI-Slop-Commits, Cerebras wagt einen zweiten IPO-Anlauf. Trump bedroht Netflix wegen Board-Mitglied Susan Rice, Musks Super PAC verstößt gegen das Wahlrecht in Georgia. Das Pentagon arbeitet mit Google, OpenAI und XAI ohne Guardrails. 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 (00:09:15) OpenAI Umsatzziel Anpassung (00:23:15) China destilliert Claude mit 24.000 Fake-Accounts (00:35:13) Citrini Research: The 2028 Global Intelligence Crisis (00:57:40) LinkedIn-Verifizierung: Was Persona mit deinen Daten macht (01:04:20) DHS baut biometrische Mega-Datenbank (01:08:50) OpenAI: Warnsignale vor Amoklauf nicht gemeldet (01:13:30) AI-Slop in Open Source und Cerebras IPO (01:19:07) Trump droht Netflix und Musks Wahlrechtsverstoß in Georgia (01:25:00) Waymo vs. Tesla und Pentagon ohne Guardrails (01:30:30) Trump-Regierung gegen europäische NGOs und DMA (01:32:57) Binance: $1,7 Mrd. Iran-Transaktionen, Whistleblower gefeuert (01:37:37) Steven Bartlett und Christian Angermayer (01:44:04) DJI-Saugroboter-Hack Shownotes OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030 - cnbc.com Anthropic beschuldigt chinesische Firmen, Daten von Claude zu stehlen. - wsj.com China nutzte Nvidia-Chip für KI-Modell trotz US-Verbot. - reuters.com Sanders warnt vor unkontrollierter Geschwindigkeit der KI-Revolution. - theguardian.com Post von pitdesi - x.com LinkedIn-Identität verifiziert - thelocalstack.eu DHS Search Engine - wired OpenAI-Mitarbeiter warnten Monate zuvor vor Kanadaschützen. - wsj.com Für Open-Source-Programme sind KI-Codierungswerkzeuge ein zweischneidiges Schwert. - techcrunch.com Cerebras Files Confidentially For a U.S. IPO - theinformation.com Trump droht Netflix wegen Rice im Vorstand Konsequenzen an. - bloomberg.com Trump sagt, Netflix wird 'Konsequenzen tragen', wenn Susan Rice bleibt. - theverge.com Georgia sagt, Elon Musks America PAC verletzte Wahlgesetz. - theverge.com Tesla Waymo - wired Musks xAI und Pentagon vereinbaren Nutzung von Grok in Geheimdiensten - axios.com Trump-Verbündete zielen auf europäische NGOs wegen Big-Tech-Regeln. - ftm.eu Binance Employees Find $1.7 Billion in Crypto Was Sent to Iranian Entities - nytimes.com Von Dragons' Den zu Disney: Steven Bartlett sammelt achtstellige Summe. - eu-startups.com Meta-Direktorin für KI-Sicherheit gab OpenClaw-Bot vollen Zugriff. - x.com DJI Romo mit Xbox-Controller. - x.com

Tata Consultancy Services (TCS), a global leader in IT services, consulting, and business solutions, and ServiceNow, the AI control tower for business reinvention, have signed a multi-year partnership to help enterprises speed up AI adoption across their businesses and functions. Enterprises are increasingly looking for experts who can reimagine how work is transformed with AI, especially in back-office functions like human resources, finance, supply chain, procurement, and employee services. As part of this partnership, TCS, who operate a global service delivery centre in Ireland, will develop solutions on the ServiceNow platform that will use trusted AI and a unified governance model to make enterprise workflows more efficient, proactive, and insight-driven. These solutions will be offered through TCS's AI-led, autonomous global business solutions portfolio. Amit Zavery, President, Chief Operating Officer and Chief Product Officer, ServiceNow, said, "As global enterprises rethink operating models for growth and efficiency, they are looking for partners that can deliver innovation, execution, and governance at scale. Together with TCS, we are helping enterprises move beyond isolated AI experiments by building agentic AI natively into workflows, modernising legacy environments, and driving measurable business outcomes." Aarthi Subramanian, Executive Director – President and Chief Operating Officer, TCS, said, "Today, enterprises are ready to move beyond AI pilots to scaled, business-wide transformation. Our partnership with ServiceNow brings together trusted AI, modern workflows, and deep industry knowledge that will help customers reimagine workflows for the AI era using TCS's five-stage AI Autonomy Framework. This collaboration will help clients embed intelligence across their IT, business operations, and customer functions, driving speed, efficiency, and sustained competitive advantage." The new offerings will break down silos between corporate functions and business units, transform the flow of work using agentic AI, and enable clients to get a holistic, insights-driven view of their organisations. For example, HR operations could shift from fragmented services to a unified, experience-led hire-to-retire lifecycle that increases employee productivity, engagement, and retention. In addition, customer order processing could change from a slow, multi-step order cycle to a high-velocity revenue engine that improves cash flow and revenue predictability, unlocking capital for growth. Currently, TCS is the largest user of ServiceNow's IT Asset Management, deploying the offering across thousands of devices used by TCS's workforce over a period of three months. This highlights a strong foundation that not only validates the partnership but also affirms the credibility of the solutions that both organisations aim to deliver for their clients. The two companies will also invest in co-innovation labs, solution showcases, and integrated go-to-market programs for clients. The TCS partnership with ServiceNow will play a central role in supporting TCS's aspiration to become the world's largest AI-led technology services company.

KI-Agenten von OpenAI & Co. setzen die Softwarebranche massiv unter Druck. Aktien wie Salesforce, Snowflake und ServiceNow geraten ins Wanken, während Analysten vor tiefgreifenden Folgen für Arbeitsmarkt und Konsum warnen. Gleichzeitig sorgt eine mögliche PayPal-Übernahme für Fantasie im Payment-Sektor. Alle Hintergründe, Marktreaktionen und der Trade der Woche im Überblick.

In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point of Monetization" to analyze why Dating Apps are such a bad business.  Five Minute Money Newsletter Free Sign Up Watch the ServiceNow Video here, or the Constellation Software Video Here, the Adobe Video Here.  ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro (3:48)  — ServiceNow Business Overview (13:00)  — Risks to ServiceNow (21:32)  — AI Control Tower (24:14)  — Competitive Dynamics (32:10)  — Valuation (35:18)  — Mature Margin Diatribe (42:39)  — AI Risk Rebuttal (46:16)  — ServiceNow Blue Sky Scenario (47:38)  —  Intuit Disrupted? (50:46)  — Will Margins Collapse for SaaS? (52:54)  — Difference Between SMB vs Enterprise SaaS -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Today's guest is Amber Robertson, Senior Manager, Application Services (ServiceNow) at Activision Blizzard. Founded in 2008, Activision Blizzard is a global leader in interactive entertainment, creating epic experiences across console, PC and mobile. Home to iconic franchises like Call of Duty®, World of Warcraft®, Overwatch®, Diablo® and Candy Crush™, the company builds vibrant communities, pushes innovation in gaming and esports, and connects players worldwide through immersive, memorable experiences.Amber is a senior technology leader with 20 years' experience building and operating enterprise service platforms in complex global environments. She currently leads the ServiceNow platform across Activision Blizzard, Blizzard Entertainment and King, focusing on scalable strategy, service delivery excellence, and user-centered design. She partners with cross-functional teams to modernize service experiences, establish governance, responsibly leverage AI and create intuitive, human-centered platforms.In the episode, Amber talks about:0:00 Career journey from fine art to IT, building service desks and ServiceNow5:20 Leading ServiceNow consolidation across Activision Blizzard and King9:25 Expanding ServiceNow with HR, legal, events and finance tools company-wide10:47 How ServiceNow became the self-sufficient, gamified hub for company workflows13:24 Currently scaling ServiceNow with Employee Center, AI and lifecycle management15:45 Leading ServiceNow with two engineers plus long-term vendor support16:56 Staying at Activision Blizzard for supportive, positive work environment18:43 ServiceNow work remains project-based, relying on consultants for support20:31 How the company supports side projects, letting her create art and ServiceNow apps

AI momentum is accelerating, but real-world constraints are tightening. From hyperscaler infrastructure lock-ins and sovereign AI expansion to RAM shortages and enterprise AI pivots, Ep. 293 examines what truly determines leadership in the next phase of AI.   The handpicked topics for this week are: Meta & NVIDIA's Long-Term AI Infrastructure Partnership: Meta confirmed a deep infrastructure expansion across NVIDIA Blackwell and Rubin GPUs, Grace CPUs, and advanced networking. Pat & Dan discuss hyperscaler AI factories, overflow capacity strategies, and long-term compute commitments. Microsoft's Global South and Sovereign AI Expansion: As Microsoft continues major investment across India and emerging markets, the hosts explore sovereign cloud strategy, geopolitical positioning, and how global AI infrastructure buildouts shape long-term competitiveness. California AI Oversight and Regulatory Fragmentation Risk: State-level AI oversight initiatives raise concerns about a patchwork regulatory environment that could slow U.S. innovation relative to centralized global competitors. The HBM Memory Crunch and Long-Term Supply Constraints: High-Bandwidth Memory shortages continue to shape AI deployment timelines. Relief may not arrive until late this decade, with downstream impacts on data centers, PCs, and consumer devices. Infosys & Anthropic GSI Pivot to Enterprise AI Agents: Infosys partners with Anthropic to accelerate enterprise AI agent deployment. Hosts examine whether global systems integrators can pivot fast enough in an agent-driven economy. The Flip – Models vs Infrastructure Leadership: Is AI dominance determined by model quality or infrastructure scale? Pat & Dan debate whether gigawatts or algorithmic efficiency define long-term advantage. Bulls & Bears – Cyber, Power, EDA, SaaS & AI Infrastructure Plays: Earnings and market signals across Palo Alto Networks, Analog Devices, Cadence, ServiceNow, Dell, and Marvell highlight how execution, supply chains, and capital discipline matter in this cycle. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Klarna "AI-first", le High-Tech perce sur TikTok Shop et le séisme du SaaS.Dans ce 258ème épisode, Laetitia et Adrien décryptent la transformation radicale de la rentabilité : quand l'IA ne se contente plus d'aider, mais remplace et vend. Entre le pari fou de Klarna pour son introduction en Bourse et l'explosion des paniers moyens sur TikTok Shop, le retail bascule dans une nouvelle ère d'efficacité.Au programme de cet épisode :

Realities Remixed, formerly know as Cloud Realities, launches a new season exploring the intersection of people, culture, technology, and society. Hosts Dave Chapman, Esmee van de Giessen, and Rob Kernahan unpack 2026's defining trends, from AI and sovereignty to adaptability and automation, offering fresh insight, candid reflections, and forward‑looking conversations shaping the year ahead. TLDR00:20 – Introduction of Realities Remixed02:30 – Why the show evolved?04:50 – Dig in with the team: Predictions for 202606:40 – Macro trends13:00 – Sovereignty 17:40 – Agentic AI22:17 – Human–AI interaction26:06 – Cloud trends30:42 – AI scaling, domain‑specific models35:03 – Adoption lag39:34 – Physical AI43:47 – Quantum computing48:21 – Hardware acceleration50:30 – Cybersecurity52:38 – Season outlook 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/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

AI is transforming how businesses operate and how early-career talent grows. In this episode, UTG Unlocked, Mark Stockford (GVP, Global Cloud Operations) and Alyssa Gerhart (former intern, now full-time employee) share how AI is reshaping work at ServiceNow—from strategic impact to day-to-day execution. Our guest hosts Jorden Shelton and Cynthia Mathenge guide the conversation and explore real AI use cases like Unity, RAG-based duplicate detection, and intent detection, while emphasizing the importance of critical thinking and strong fundamentals. In this episode, designed not just for recent interns, you’ll learn how AI is expanding career paths, how teams like Global Cloud Services power innovation behind the scenes, and what interns and early-career professionals can do now to grow: stay curious, use AI intentionally, seek mentors, and don’t just consume—contribute. UTG is the engine behind the scenes here at ServiceNow — enabling innovation, maintaining production environments, supporting internal teams, and driving operational excellence. It connects strategy to execution by combining engineering, cloud operations, and technology operations to deliver stable, high-performing systems that allow the business and customers to succeed. For more information about the Early Careers program visit - https://careers.servicenow.com/early-careers/ 00:00 Welcome & What ‘UTG Unlocked’ Is All About  02:50 Meet the Panel: Mark, Alyssa, Jorden & Cynthia  04:29 Segment 1: How AI Is Impacting the Business (Customers vs. Employees)  06:26 Skills That Matter in an AI-Powered Workplace  09:52 Real AI Use Cases: Unity, Agents, and Faster Ops  13:57 AI and Career Growth: New Roles, New Paths, Partnering with AI  18:56 Advice for Early-Career Talent: Stay Curious, Build, Contribute  20:41 Segment 2 Kickoff: Rapid-Fire Fun28:50 Pulling Back the Curtain: What is GCS 30:37 GCS as a Superhero: Operating in the Shadows Like Batman  31:35 The Hidden Work: Solving Customer-Created Problems & Root-Cause Hunting  33:37 Alyssa’s Journey: Intern to FTE, Mentorship, and Scaling Developer Productivity  35:38 What’s Next: Emerging Tech on the Radar (AI to Quantum Computing)  37:15 Closing Takeaways: Keep Learning, Use AI Wisely, Ask Questions, and Give Back  40:12 Final Words & Where to Learn More See omnystudio.com/listener for privacy information.

AI is transforming how businesses operate and how early-career talent grows. In this episode, UTG Unlocked, Mark Stockford (GVP, Global Cloud Operations) and Alyssa Gerhart (former intern, now full-time employee) share how AI is reshaping work at ServiceNow—from strategic impact to day-to-day execution. Our guest hosts Jorden Shelton and Cynthia Mathenge guide the conversation and explore real AI use cases like Unity, RAG-based duplicate detection, and intent detection, while emphasizing the importance of critical thinking and strong fundamentals. In this episode, designed not just for recent interns, you’ll learn how AI is expanding career paths, how teams like Global Cloud Services power innovation behind the scenes, and what interns and early-career professionals can do now to grow: stay curious, use AI intentionally, seek mentors, and don’t just consume—contribute. UTG is the engine behind the scenes here at ServiceNow — enabling innovation, maintaining production environments, supporting internal teams, and driving operational excellence. It connects strategy to execution by combining engineering, cloud operations, and technology operations to deliver stable, high-performing systems that allow the business and customers to succeed. For more information about the Early Careers program visit - https://careers.servicenow.com/early-careers/ 00:00 Welcome & What ‘UTG Unlocked’ Is All About  02:50 Meet the Panel: Mark, Alyssa, Jorden & Cynthia  04:29 Segment 1: How AI Is Impacting the Business (Customers vs. Employees)  06:26 Skills That Matter in an AI-Powered Workplace  09:52 Real AI Use Cases: Unity, Agents, and Faster Ops  13:57 AI and Career Growth: New Roles, New Paths, Partnering with AI  18:56 Advice for Early-Career Talent: Stay Curious, Build, Contribute  20:41 Segment 2 Kickoff: Rapid-Fire Fun28:50 Pulling Back the Curtain: What is GCS 30:37 GCS as a Superhero: Operating in the Shadows Like Batman  31:35 The Hidden Work: Solving Customer-Created Problems & Root-Cause Hunting  33:37 Alyssa’s Journey: Intern to FTE, Mentorship, and Scaling Developer Productivity  35:38 What’s Next: Emerging Tech on the Radar (AI to Quantum Computing)  37:15 Closing Takeaways: Keep Learning, Use AI Wisely, Ask Questions, and Give Back  40:12 Final Words & Where to Learn More See omnystudio.com/listener for privacy information.

This household name could surge 50% this year. Plus, why software stocks are getting rerated… Bullish moves from ServiceNow (NOW) insiders… Key takeaways from the Trumps' World Liberty Forum… And 13Fs from Buffett, Tepper & Druckenmiller. In this episode: The Olympic curling cheating scandal [1:46] This megacap stock could surge 50% this year [7:41] The Palo Alto Networks CEO is dead wrong on AI [14:53] Why software stocks are getting rerated [17:35] The latest moves from ServiceNow insiders are great for the stock [27:01] Key takeaways from the Trumps' World Liberty Forum [36:35] 13F moves that caught our eye: Buffett, Tepper & Druckenmiller [47:24] One of the best private placement opportunities of my career [58:01] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

In today's Cloud Wars Minute, I explore why Bill McDermott says ServiceNow is not a SaaS company and why SaaS is “on the menu.”Highlights00:03 — Welcome back to Cloud Wars Minute. The big thing is ServiceNow. As Bill McDermott says, ServiceNow is hungry and SaaS is on the menu. He went to great lengths in ServiceNow's recent Q4 earnings call, and also in a follow-up interview with Jim Cramer of Mad Money, to say that ServiceNow is doing great. We hit and exceeded all our numbers. We are not a SaaS company now.00:34 — One of the reasons McDermott wants to emphasize this separation from the SaaS community is because the SaaS business has been getting ravaged by Wall Street analysts who are thinking that AI, generative AI is going to completely gut the whole SaaS model. So they have knocked anywhere from 50, 60, 70% off the market caps of some leading SaaS companies.01:09 — He said AI, generative AI, and workflows and data are going to be the new model, the old model of traditional SaaS applications, or of what McDermott referred to repeatedly as features and functions. He said those are things of the past. We are the AI platform on which a lot of these SaaS apps will work and they'll operate.02:03 — Hyperscale is a nice name, but it doesn't really describe all that they do. Some of them offer applications, application development. They all offer databases. You've now got SaaS companies that got caught up in just features and functions that don't drive value and don't get companies better prepared for the AI Economy. They're all rolled together now.03:05 — "Our stock price and our valuation have taken a huge hit because we are being misinterpreted as being part of the SaaS world." We are not in the SaaS neighborhood. We are not a SaaS company. SaaS is on the menu. We're hungry. AI and ServiceNow are going to eat a lot of these, devour a lot of these feature and function application companies. Visit Cloud Wars for more.

Bei unserem Partner Scalable Capital gibt's jetzt nicht nur das unserer Meinung nach beste Broker-Angebot in Deutschland. Ihr kriegt auch noch 25 € vom Scalable-ETF, wenn ihr ein neues Konto eröffnet und nutzt. Dazu unterstützt ihr auch noch diesen Podcast. Mehr Infos gibt's hier. Aktivisten stürmen die Börsen: Elliott x Norwegian Cruise Lines, Starboard x TripAdvisor, Jana x Fiserv. Infleqtion-IPO, Raspberry Pi als KI-Geheimtipp, Compass Pathways mit Psilocybin. Warner Bros. x Paramount, Masimo x Danaher. ServiceNow x Management. Hat Bayer (WKN: BAY001) gestern die Lösung der Glyphosat-Krise gefunden? Und wieso steigt die Aktie immer weiter? Wir klären auf. Das ganze Interview mit Bill Anderson zum Bayer-Turnaround findet ihr hier: https://www.youtube.com/watch?v=tAxTJCDPQ08. Diesen Podcast vom 18.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Andy Roddick and Chris Eubanks debate the Greatest Backhands of All Time on the ATP Tour. From Jimmy Connors' simple mechanics to Novak Djokovic and Andy Murray's sliding, elastic defense, they break down how the shot evolved. They dive into legends like David Nalbandian, Marat Safin, and Lleyton Hewitt, plus Chris explains how modern giants like Zverev and Medvedev reshaped the backhand game. They also cover the latest tour results: Ben Shelton capturing the Nexo Dallas Open title, Karolína Muchová winning her first title in seven years, Francisco Cerúndolo taking the title in Buenos Aires, and Aryna Sabalenka and Iga Swiatek withdrawing from Dubai. COMMENT BELOW: Who has the best backhand of all time? TAKE OUR SURVEY: https://survey.alchemer.com/s3/863489... Learn more about ServiceNow here: https://www.servicenow.com/?campid=27...

Send a textThis week's enterprise software developments underscore a widening gap between rapid AI-driven platform innovation and the unresolved execution risks embedded in large-scale ERP programs. On one side of the ledger, Mendix and OutSystems both advanced their agentic AI roadmaps with new releases aimed at operationalizing autonomous workflows, while ServiceNow's unveiling of its AI Experience, Sprinklr's new AI capabilities, and Braze's product enhancements at Forge 2025 reinforce how aggressively vendors across ITSM, CX, and marketing automation are repositioning around AI-first interaction layers. Salesforce's latest Slack updates and Upstream Works' enhanced agent desktop further extend this trend into collaboration and contact center operations, signaling that AI augmentation is now table stakes across front-office and service environments. In parallel, Plex's expanded connected worker integrations highlight how these same concepts are being pushed into manufacturing execution and workforce enablement, while Cleo's invoice payment and financing solution reflects growing pressure to modernize B2B financial operations. Yet this innovation narrative is tempered by Daedong USA's loss of an injunction in its ERP dispute—placing its $11.4 billion suit in jeopardy—which serves as a reminder that beneath the AI acceleration, legacy implementation failures, legal exposure, and governance breakdowns continue to create material risk for enterprises betting on large transformation programs.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=_Arr9GjwOBsQuestions for Panelists?

In today's Cloud Wars Minute, I break down ServiceNow's latest AI expansion with Anthropic and what it means for enterprise workflows.Highlights00:04 — I recently reported on ServiceNow's expanded collaboration with OpenAI. That agreement makes OpenAI's models the go-to solution for companies running upwards of 80 billion annual workflows on the ServiceNow platform.00:17 — Now, ServiceNow has announced that Anthropic's Claude models will be integrated into core ServiceNow workflows for tasks like app development, with Claude serving as the default model powering the ServiceNow Build Agent — the company's tool for easy development of agentic workflows.00:37 — This is what ServiceNow Chairman and CEO Bill McDermott had to say about the announcement: “ServiceNow and Anthropic are turning intelligence into action through AI-native workflows for the world's largest enterprises ... Together, we are proving that deeply integrated platforms with an open ecosystem are how the future is built.”01:12 — In addition to Build Agent, ServiceNow is integrating Claude alongside purpose-built solutions throughout the implementation lifecycle, with the aim of achieving a 50% reduction in the time it takes customers to deploy solutions built on the ServiceNow AI platform.01:31 — ServiceNow and Anthropic are also building agent-based workflows for specific industries, including healthcare and life sciences, for tasks such as research and analysis. Just as it has done with OpenAI, ServiceNow is integrating Claude directly into workflows — and it's this integration that can lead to much better outcomes for AI initiatives.02:03 — By making these model choices the default, ServiceNow removes the guesswork from customer decision-making and enables customers to rely on the company's expertise to achieve the best results. Visit Cloud Wars for more.

Connect to John Gilroy on LinkedIn   https://www.linkedin.com/in/john-gilroy/ Want to listen to other episodes? www.Federaltechpodcast.com Way back in 2011, one of the goals of FedRAMP was to eliminate software redundancy. The federal government had evolved to the point where one agency would spend millions of dollars on the same application program that the agency in the same zip code had just invested heavily in. The theory proposed by luminaries like Vivek Kundra was to move to the cloud to share services. Reducing cost and improving resilience. FedRAMP was the initiative that established a safe environment for federal cloud use. Companies can comply with regulations outlined in an Authorization to Operate (ATO). Well, fifteen years later, and we are seeing the same duplication not in the application programs, but in the process to get the ATO itself. For example, FedRAMP, RMF, and agency internal policies may require specific artifacts to satisfy one or the other. During the interview, Travis Howerton paints the legacy model—static documentation, annual/3-year audits, spreadsheets. His solution is to have AI assist with documentation, which will drastically reduce compliance time; he cites an example of reducing a process from 52 weeks to 356 weeks. RegScale uses OSCAL (XML/YAML/JSON) to auto-generate RMF artifacts and integrate with SIEMs (Splunk, Elastic), Axonius, ServiceNow, and APIs. Howerton understands the limitations of many automated systems and suggests that a human is a key component after the machine language has assembled the data to make the decision.    

Today's guest is Laurie Wheeler, Chief Operating Officer – IS&T at MultiCare Health System. Founded in 1882, MultiCare is a locally governed, nonprofit health system serving communities across the Pacific Northwest. Today, it operates 13 hospitals and more than 300 primary, urgent, paediatric and specialty care locations in Washington, Idaho and Oregon. With over 20,000 team members, MultiCare remains dedicated to improving health, expanding access to care and supporting the wellbeing of the communities it serves.Laurie is an accomplished executive leader with more than 20 years of experience driving strategy and delivering results. She is known for turning vision into action through collaboration and strong partnerships, and for successfully advancing complex initiatives within matrixed organizations. Recognized as a decisive executor, Laurie effectively aligns executive teams and C-suite stakeholders across functions - including Finance, Legal, HR, IT and Clinical - to achieve critical organizational objectives.In the episode, Laurie talks about:0:00 An insight into her 25+ year career working in Healthcare and IT2:35 MultiCare's offerings with 13 hospitals, 300+ clinics and full healthcare services3:23 Her role in IT culture, processes and optimizing the ServiceNow platform4:57 Building a robust knowledge base to optimize ServiceNow6:48 Focus on automation, ROI, and scalable IT support systems9:06 How they successfully integrated Overlake Hospital's service desk into ServiceNow11:14 Excitement to expand ServiceNow, automate processes and scale efficiently13:24 How strong governance and structured roadmap ensure successful ServiceNow outcomesTo find out more about all the great work happening at MultiCare Health System, check out the website www.multicare.org

Is AI eating the software industry, or is it just making it more powerful?In this episode, we sit down with Braden Dennis, CEO and co-founder of Fiscal.ai, to discuss the shift happening in enterprise SaaS. If you've watched our videos, you know we use Fiscal's charts every single day to analyze the markets, so it was great to get Braden's perspective on where the industry is headed.We dive deep into the software apocalypse narrative and whether it's based in reality or just a market overreaction. Braden explains why maintaining software is getting easier, how his engineering team has achieved 10x productivity, and why internal AI solutions are coming for the "busy work" that off-the-shelf SaaS can't solve.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:0:00 – Is AI Eating Software? 1:12 – Meet Braden Dennis, CEO of Fiscal.ai 1:45 – Why Software Engineering Has Changed Completely 2:40 – 2026 Outlook: Opportunities vs. Traps 3:30 – What Software is Becoming Obsolete? 4:30 – Automating the "Unsolvable" Internal Busy Work 5:15 – "Intelligence in the Sky": A New Data Layer 6:10 – Pricing Power Debate: Will Clients Pay Less? 7:45 – Broadcom & VMware Case Study8:55 – Comparing the Software Correction to 2018 Semiconductors 11:45 – Lessons on Market Cyclicality 13:55 – The Problem with Late-Stage Venture Capital 16:00 – Why We Need More Tech IPOs 18:10 – The Incentive for Founders to Stay Private 20:00 – Evaluating Figma and Adobe in the AI Age21:30 – ServiceNow: Narrative vs. Financial Reality 22:45 – Final Verdict: Being Selective in a Sell-offIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #AI #SaaS #SoftwareStocks #Investing #ChipStockInvestor #FiscalAI #TechInvesting #ServiceNow #stockmarket2026 Nick and Kasey own shares of Adobe, Figma, ServiceNow

Perform 2026 felt like a turning point for Dynatrace, and when Steve Tack joined me for his fourth appearance on the show, it was clear this was not business as usual.  We began with a little Perform nostalgia, from Dave Anderson's unforgettable "Full Stack Baby" moment to the debut of AI Rick on the keynote stage. But the humor quickly gave way to substance. Because beneath the spectacle, Dynatrace introduced something that signals a broader shift in observability: Dynatrace Intelligence. Steve was candid about the problem they set out to solve. Too much focus on ingesting data. Too much time spent stitching tools together. Too many dashboards. Too many alerts. The real opportunity, he argued, is turning telemetry into trusted, automated action. And that means blending deterministic AI with agentic systems in a way enterprises can actually trust. We unpacked what that looks like in practice. From United Airlines using a digital cockpit to improve operational performance, to TELUS and Vodafone demonstrating measurable ROI on stage, the emphasis at Perform was firmly on production outcomes rather than pilot projects. As Steve put it, the industry has spent long enough in "pilot purgatory." The next phase demands real-world deployment and real return. A big part of that confidence comes from the foundations Dynatrace has laid with Grail and Smartscape. By combining unified telemetry in its data lakehouse with real-time topology mapping and causal AI, Dynatrace is positioning itself as the engine behind explainable, trustworthy automation. When hyperscaler agents from AWS, Azure, or Google Cloud call Dynatrace Intelligence, they are expected to receive answers grounded in causal context rather than probabilistic guesswork. We also explored what this means for developers, who often carry the burden of alert fatigue and fragmented tooling. New integrations into VS Code, Slack, Atlassian, and ServiceNow aim to bring observability directly into the developer workflow. The goal is simple in theory and complex in execution: keep engineers in their flow, reduce toil, and amplify human decision-making rather than replace it. Of course, autonomy raises questions about risk. Steve acknowledged that for now, humans remain firmly in the loop, with most agentic interactions still requiring checkpoints. But as trust grows, so will the willingness to let systems self-optimize, self-heal, and remediate issues automatically. We closed by zooming out. In a market saturated with AI claims, Steve encouraged listeners to bet on change rather than cling to the status quo. There will be hype. There will be agent washing. But there is also real value emerging for those prepared to experiment, learn, and scale responsibly. If you want to understand where AI observability is heading, and how deterministic and agentic intelligence can coexist inside enterprise operations, this episode offers a grounded, practical perspective straight from the Perform show floor.

With a career spanning the US Navy, executive leadership positions at PetSmart and Banfield Pet Hospital, and pioneering online training, Don brings unique insights into building and scaling businesses across industries. Throughout the conversation, Avanish and Don discuss OpenSesame's evolution from an online learning marketplace to an AI-powered platform that serves enterprises, learning management systems, and content publishers. They explore the "Intel Inside" ecosystem strategy, the Simon AI tool that democratizes course creation and enables instant translation into 70 languages, and how organizations can successfully navigate workforce reinvention in the AI era while meeting customers where they are.In this episode, Avanish and Don discuss:OpenSesame's dual-sided platform strategy: Partnering with 200+ LMS/HRIS systems on the delivery side while aggregating 50,000 courses from 200+ publishers, providing distribution for small publishers to reach enterprise customers and enabling large publishers like Harvard Business Publishing to access mid-market and SMB segments.The Simon AI course creation tool: Democratizing content development by enabling subject matter experts to create high-quality courses without instructional designers, with built-in translation capabilities across 70 languages for voiceover and text—expanding global reach for multinational organizations.Workforce reinvention as strategic imperative: Positioning OpenSesame at the center of organizational AI transformation by providing not just technology but comprehensive change management roadmaps, helping HR and learning leaders guide their teams through adoption with curated content and use cases.The "meet them where they are" philosophy: Balancing long-term product vision with practical customer adoption paths, especially during transformational periods like AI implementation, by understanding customer needs deeply before prescribing solutions and allowing products to flex without compromising the ultimate vision.The 1% better daily improvement mindset: Embracing continuous learning and incremental progress as the foundation for breakthrough innovation, recognizing that overnight successes are built on consistent dedication and discipline over time.About Don Spear:Don Spear is CEO of OpenSesame. Before his current role, he founded BlueVolt.com, held executive leadership positions at Banfield Pet Hospital and PetSmart, and served as a submarine officer aboard the USS Tunny (SSN 682).About OpenSesameOpenSesame, the leading provider of online business training, is the choice for L&D professionals wanting to drive learning initiatives forward with innovation, agility, and care. We offer the world's most comprehensive digital learning catalog, with regularly updated content from expert publishers in a variety of formats and languages. By providing comprehensive learning resources and innovative tools like Simon, OpenSesame empowers L&D professionals to exceed their goals and champion learning across their entire organization.Host Avanish SahaiAvanish Sahai is a Tidemark Fellow and served as a Board Member of Hubspot from 2018 to 2023; he currently serves on the boards of Birdie.ai, Flywl.com and Meta.com.br as well as a few non-profits and educational boards. Previously, Avanish served as the vice president, ISV and Apps partner ecosystem of Google from 2019 until 2021. From 2016 to 2019, he served as the global vice president, ISV and Technology alliances at ServiceNow.  From 2014 to 2015, he was the senior vice president and chief product officer at Demandbase.  Prior to Demandbase, Avanish built and led the Appexchange platform ecosystem team at Salesforce, and was an executive at Oracle and McKinsey & Company, as well as various early to mid-stage startups in Silicon Valley.About TidemarkTidemark is a venture capital firm, foundation, and community built to serve category-leading technology companies as they scale.  Tidemark was founded in 2021 by David Yuan, who has been investing, advising, and building technology companies for over 20 years.  Learn more at www.tidemarkcap.com.LinksFollow our host, Avanish SahaiLearn more about Tidemark

Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM  Amelia Hernandez Osorio explores practical ways organisations can build lasting Copilot habits, strengthen internal communities and drive effective AI adoption. Amelia shares her journey through web technologies, SharePoint, cloud transformation and Microsoft 365 adoption, offering guidance on behaviour change, team enablement and identifying meaningful Copilot use cases that improve daily work. 

Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musk's xAI and what it signals for the company's model timeline. The Information's Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer, GP of Shumer Capital, joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection point for labor, and Kawasaki Wealth & Investment Management's Ross Gerber discusses how AI is disrupting wealth management and why he's concerned about leadership at Tesla and SpaceX.Articles discussed on this episode: https://www.theinformation.com/articles/investors-missing-servicenowhttps://www.theinformation.com/briefings/shopify-shares-jump-forecasts-continued-revenue-growthhttps://www.theinformation.com/newsletters/the-briefing/risk-muskiverses-steady-turnoverhttps://www.theinformation.com/briefings/departures-accelerate-elon-musks-xai-yet-another-cofounder-leavesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Andy Roddick and Chris Eubanks talk the Greatest Forehands OF ALL TIME from the ATP Tour. They talk how Rafa Nadal changed the forehand and the more incredible forehands from players like Andre Agassi, Jannik Sinner, Roger Federer, Carlos Alcaraz, etc.  We also discuss Serena Williams seems to be back in the training room?Andy Roddick and John Wertheim break down their thoughts on the Winter Olympics, Super Bowl, and much more. COMMENT BELOW: Who has the best forehand of all time? TAKE OUR SURVEY: https://survey.alchemer.com/s3/8634892/Served-Research Learn more about ServiceNow here: https://www.servicenow.com/?campid=271869&cid=pc:brd:brnd:served:26q1:paitwfp_audioredirect_PAITW2_GAI_PAITWFP_HostRead_:none:br_ams:awa&utm_medium=podcasts&utm_source=served

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?

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

Today's guest is Alan Paris, Global Head Financial Services Risk & Compliance Enterprise Architecture, Field CTO, Customer Success Executive at ServiceNow. Alan is a global leader in risk management, compliance and financial services transformation, with extensive experience driving business strategy, product innovation and multi-million-dollar growth. He has led 1,000+ person teams across operations, technology and consulting, delivering transformative change through digitization, AI and regulatory technology solutions.At ServiceNow, Alan has held several leadership roles, driving $400 million in portfolio growth and $100 million in annual contract value across global accounts. He develops enterprise platform strategies, AI-driven solutions and transformative implementations while mentoring teams and guiding organizations in regulatory compliance and risk management. An award-winning thought leader, Alan has published over 60 articles, spoken at major conferences and advised top financial institutions worldwide.In the episode, Alan talks about:0:00 From Financial services technologist to helping clients realize ServiceNow value2:12 Seeing ServiceNow evolve into a global AI-driven enterprise platform4:58 How ServiceNow automates risk, AI enhances efficiency and productivity7:31 Why clean, well-managed data enables successful AI implementation results11:18 How ServiceNow leverages AI to transform workflows and operations15:34 How top innovators align AI with business strategy, enabling transformation17: 55 Advice to always keep learning, embrace change and apply AI wisely20:47 Why ServiceNow is the leading 21st-century AI-enabled enterprise platform

AI Agents promise to revolutionize how we operate our companies, but this is much more than just recording meetings and summarizing emails. How do you build an Agent (and Superagent) architecture to re-engineer HR and what is the role of your core HCM platforms? Well this is the trillion dollar question challenging every business software provider, and it has a huge impact on your HR and overall AI strategy. In this podcast I explain this topic and describe how employee onboarding, as an example, could be entirely redesigned for speed, scale, and agility. This is a new world and for the first time in my career each of us, regardless of tech experience, will be able to redesign how our HR function works to move from “work productivity” to automation and tremendous new value creation strategies in HR. Note that this week OpenAI announced its Frontier platform to help build enterprise agents. Microsoft recently introduced Agent 365 to help build enterprise Superagents. ServiceNow offers its Enterprise AI Control Tower, and Workday has introduced the Workday Agent System of Record. The space of agent management platforms is just beginning. As you listen to this and ponder your situation I hope you consult Galileo for advice or call us. Our Systemic HR AI Blueprint is here to help you design and implement AI apps that will revolutionize HR and your business. Enterprise AI is an exciting new domain and we are here to help. Like this podcast? Rate us on Spotify or Apple or YouTube. Additional Information 2026 Imperatives for Enterprise AI: The Road Ahead The Great Reinvention of Human Resources Has Begun Get Galileo, The AI Agent for Everything HR     Chapters (00:00:00) - Onboarding and AI: The Confusion in Corporate IT(00:06:42) - Agents and the role of the ERP(00:11:01) - The AI Agents: Will You Build Them?

Feb 5, 2026: Are software vendors in trouble? Why are employees suddenly complying with return-to-office mandates? And what happens when leaders are afraid to ask their own teams for feedback? In today's episode of Future-Ready Today, we unpack five stories that together reveal a major reset happening inside organizations: Why Workday is cutting jobs — and what falling enterprise software stocks (including ServiceNow) signal about how AI is disrupting traditional SaaS business models. New data showing workers backing down on return-to-office demands as employers reclaim leverage. A leadership study revealing that senior executives want feedback — but fear appearing weak if they ask. Layoffs surging to the highest January level since 2009, driven in part by restructuring at UPS following shifts in volume from Amazon. And research from Bain & Company showing a massive disconnect between leaders who think change is working and employees who say it isn't.  

George Noble, CIO of Noble Capital Advisors, lays out his big theme for 2026: rotation. George argues that the debasement trade is the dominant macro narrative, with the bill coming due for decades of reckless fiscal and monetary policy. He calls the 60/40 portfolio dead, urging investors to dump bonds and buy gold, noting that gold miners could double in 12 months if prices hold. He makes the case that the AI trade is over. Noble sees energy as one of the most compelling opportunities. He expects emerging markets and foreign equities to continue outperforming the US, small caps to beat large caps, and the equal-weight S&P to trounce the cap-weighted index. His bottom line for investors: get out of bonds, buy gold, add energy, put money abroad, and switch from cap-weighted to equal-weight.Links: George Noble's Independent Research Conference: https://noble-capevents.com/X: https://x.com/gnoble79Timestamps: 0:00 Welcome and intro to George Noble 1:17 The debasement trade: The big macro picture 3:42 The bill is coming due for decades of reckless policy 5:10 The US government's math doesn't work — bond yields way too low6:55 2026 theme: Rotation — don't worship the altar of price 7:06 The macro backdrop and where to be allocated 7:33 US exceptionalism is fading — fiscal pulse now in Europe 8:45 China outperforming the US — and it's going to continue 9:48 Rotation out of US dollar-based assets 11:27 Long bond headed north of 5%? Implications for housing 13:27 Credit spreads tight, inflationary boom possible 14:50 The bond market measured in gold — it's crashing 16:26 The 60/40 portfolio is dead 16:55 Inflation: People don't live on rate of change, they live on prices18:55 The K-shaped economy and rising prices everywhere 20:41 Gold update: You cannot be bullish enough 22:30 The song remains the same — macro drivers still in play 24:04 Gold miners could double in 12 months 25:21 Don't get caught up in short-term thinking 26:45 The Dunning-Kruger Institute of Finance 28:48 The death of speculation 29:26 Is it a stock picker's market again? 30:30 The Japan analogy: MAG 7 is today's Japan 1989 32:16 Just avoid MAG 7 and you'll outperform 33:23 Recency bias and why consensus is stuck 34:42 George is not bearish — he's rotating 35:12 Energy: Only 3% of the S&P — massively out of favor 37:46 Oil prices and the case for energy equities 39:14 Venezuela is a nothing burger — fade the hot takes 40:41 AI trade is a short: Nvidia, Tesla, software 43:05 SaaSmageddon and ServiceNow at 73x earnings 45:51 Rotation: The theme in one word 46:11 What should the average investor do? 48:36 The playbook: Equal weight, gold, energy, foreign markets, no bonds49:19 March 11th conference53:00 Closing

As the Patriots will face the Seahawks this Sunday, we will have a little fun with the famous "Super Bowl Indicator" and analyze the record-breaking $8 million cost for a 30-second ad spot.Today's Stocks & Topics: Lincoln Electric Holdings, Inc. (LECO), Market Wrap, VanEck Gold Miners ETF (GDX), Etsy, Inc. (ETSY), The Super Bowl Indicator, ServiceNow, Inc. (NOW), High Yield Savings Account vs. Money Market Fund, Copart, Inc. (CPRT), US Manufacturing and Tariffs, Adobe Inc. (ADBE), Expedia Group, Inc. (EXPE), ResMed Inc. (RMD).Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Andy Roddick and Jon Wertheim dive into the past 2 weeks of the 2026 Australian Open to discuss the strange cadence of this year's slam, how the excellence of modern players has evolved from generations past, & what this "festival-model" of a tennis event does for the sport of tennis as a whole.  COMMENT BELOW: What was your favorite moment of the 2026 Australian Open? Learn more about ServiceNow here: https://www.servicenow.com/?campid=271869&cid=pc:brd:brnd:served:26q1:paitwfp_audioredirect_PAITW2_GAI_PAITWFP_HostRead_:none:br_ams:awa&utm_medium=podcasts&utm_source=served

Discover how AI is reshaping accessibility in coding and app development. Joe Devon and Eamon McGurlain reveal why benchmarking AI for accessibility is crucial to ensure inclusive technology in 2026.In this in-depth conversation, Steven Scott and Shaun Preece speak with Joe Devon, co‑founder of Global Accessibility Awareness Day, and Eamon McGurlain, VP and global head of accessibility at ServiceNow, about the urgent need for AI‑driven development to prioritise accessibility.The discussion explores the creation of AMAC (AI Model Accessibility Checker), a new benchmarking tool designed to hold AI model developers accountable for generating accessible code. Joe and Eamon share candid insights into the state of AI‑generated websites, the surprising benchmark results for major models like OpenAI, Anthropic, and Google Gemini, and the ongoing challenges of embedding accessibility into fast‑moving AI innovation. Relevant LinksGlobal Accessibility Awareness Day: https://accessibility.dayServiceNow Accessibility: https://www.servicenow.comAMAC Benchmark Project: https://www.gadfoundation.org/amac Find Double Tap online: YouTube, Double Tap Website---Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedin Subscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheart About Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited. "Double Tap" is a registered trademark of Double Tap Productions Inc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andy Roddick and Producer Mike break down results from the men's final between Carlos Alcaraz and Novak Djokovic in the 2026 Australian Open Men's Final. They discuss the weight of history and how this frames Carlos' achievement as historic. They also talk about how Novak's longevity is not only impressive because he's still playing, but because he is still playing at the highest level possible.  COMMENT BELOW: Let us know your thoughts on the Men's Final below!

Andy Roddick and Producer Mike break down results from Day 14 of the 2026 Australian Open: The Women's Final between Aryna Sabalenka and Elena Rybakina. Plus, Andy dives into a preview of tomorrow's Men's Final between Carlos Alcaraz and Novak Djokovic. What are each of them going to need to execute on to win the championship? COMMENT BELOW: Will Carlos Alcaraz become the youngest to achieve the career slam? Will Novak Djokovic achieve his 25th Grand Slam?

As Meta and Microsoft report earnings, markets are sending a mixed but revealing signal about AI: this doesn't look like a classic bubble fear so much as a judgment about who's winning the AI narrative. Meta is rewarded for aggressive spending paired with visible revenue impact, while Microsoft is punished for caution and slowing cloud growth despite massive backlog demand. The takeaway isn't that investors are fleeing AI—it's that they're increasingly selective about which AI stories they believe will convert spending into growth. In the headlines: SoftBank eyes another $30B into OpenAI, ServiceNow deepens its Anthropic partnership, Microsoft scrambles to respond to Claude Cowork, Google upgrades Chrome with agentic browsing, and Tesla invests $2B into xAI.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zencoder - From vibe coding to AI-first engineering - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://zencoder.ai/zenflow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Optimizely Opal - The agent orchestration platform build for marketers - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.optimizely.com/theaidailybrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Section - Build an AI workforce at scale - ⁠⁠⁠⁠⁠⁠https://www.sectionai.com/⁠⁠⁠⁠⁠⁠LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

What did we just witness?! Andy Roddick and the Served Squad react to Novak Djokovic's masterclass vs Jannik Sinner and the Alcaraz Cramping controversy.

Andy Roddick and 4x Slam Champion Kim Clijsters clash over Novak's "disrespect" comments and whether he's manufactured a fight to fuel his title run. Andy and Kim also recap the Women's Semi-Finals: Jessica Pegula falling to Elena Rybakina & Aryna Sabalenka defeating Elina Svitolina. Then they preview the final match set between Rybakina and Sabalenka. Lastly, Andy dives into what Novak Djokovic and Alexander Zverev have to do to survive their Semi-Final matched against Carlos Alcaraz and Jannik Sinner. COMMENT BELOW: Who do you have taking home the Women's Trophy? Who do you have advancing into the Men's Final?

MRKT Matrix - Thursday, January 29th S&P 500 falls as Microsoft dives 10%, software stocks tumble (CNBC) Software stocks enter bear market on AI disruption fear with ServiceNow plunging 12% (CNBC) Microsoft Heads for Worst Market Loss Since DeepSeek Hit Nvidia (Bloomberg) Nvidia, Microsoft, Amazon in Talks to Invest Up to $60 Billion in OpenAI (The Information) Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots (CNBC) Gen Z is playing the economy like a casino (Axios) U.S. Companies Are Still Slashing Jobs to Reverse Pandemic Hiring Boom (WSJ) Trump Says Deal Is Close With Democrats to Avert Shutdown (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

France's decision to discontinue American collaboration platforms such as Zoom and Microsoft Teams for government use—replacing them with the domestically developed Vizio platform—signals a shift toward digital sovereignty and data control within regulated jurisdictions. This move, formalized as part of France's Suite Numerique and to be implemented by 2027, highlights the increasing fragmentation of technology policy where national governments assert authority over platform selection and sensitive data handling. The development underscores operational risk for MSPs and IT service providers as assumptions of technology homogeneity across regions become unreliable.Supporting these shifts, South Korea enacted the world's first comprehensive AI legislation, requiring mandatory labeling of AI-generated content and risk assessments for high-impact systems, such as those in hiring and healthcare. According to the transcript, 98% of AI startups in South Korea report they are not prepared for compliance. Both developments reveal a pattern: early regulatory efforts tend to produce vague requirements, unclear enforcement, and real operational complexity. Providers operating in multiple jurisdictions must now anticipate compliance fragmentation and increased overhead as regulatory regimes diverge.Additional analysis focused on the continued evolution of the managed services stack, particularly through the lens of AI and workflow automation. Companies like Thrive are investing in enterprise platforms that embed AI-driven reasoning within workflow tools, shifting coordination away from traditional PSA ticketing systems. Meanwhile, integrations such as Quark Cyber with ScalePad's Lifecycle Manager X, and new partnerships between ServiceNow, TeamViewer, Anthropic, and OpenAI, illustrate a market splitting between providers focused on standardization and those managing more complex, enterprise-like environments. Microsoft's financial results further highlighted this trend, with record capital expenditure on AI infrastructure and increased reliance on proprietary chips to reduce dependency on external vendors like Nvidia and OpenAI.For MSPs, these developments raise practical governance and accountability questions. Shifts in regulatory authority and technology platforms create increased risk exposure for providers that do not proactively manage cross-jurisdictional compliance and secure defaults. Vendors are tightening control over platforms as AI becomes central to product architecture, often prioritizing internal risk management over shared upside with partners. Providers that fail to enforce robust data governance, understand cost drift, or plan for architectural lock-in are positioned less as strategic advisors and more as absorbers of client and vendor risk.Four things to know today00:00 France's Platform Ban and South Korea's AI Law Show Regulation Catching Up to Technology04:23 AI Is Reshaping the MSP Tool Stack as Thrive, ServiceNow, and ScalePad Take Different Paths07:37 Microsoft's SMTP AUTH Delay and CISA's AI Slip Show the Risk of Optional Security ControlsAND10:26 Earnings Show Microsoft Turning AI From Feature to Infrastructure as Partner Risk GrowsSponsored by: TimeZest 

Andy Roddick and Producer Mike break down results from Day 11 of the 2026 Australian Open, covering the biggest results, standout performances, and storylines shaping the tournament. Andy Roddick explains the "pitcher's logic" behind the Shelton vs Sinner matchup and why protecting a second serve against the world No. 1 is a losing battle. We also dive into Rybakina's dominance over Swiatek and Novak Djokovic's "reset" after a bizarre injury-shortened match. COMMENT BELOW: Who do you have advancing into the Women's Final? Who do you have advancing into the Men's Final?

Andy Roddick and Producer Mike break down results from Day 10 of the 2026 Australian Open, covering the biggest results, standout performances, and storylines shaping the tournament. In this recap, they discuss the Alcaraz transition: How Carlos Alcaraz is playing so dominant that his high-profile split with long-time coach Juan Carlos Ferrero is becoming a secondary storyline. Zverev's Serving Clinic: How Alexander Zverev used 24 aces to halt the momentum of 20-year-old American breakout star Learner Tien in a four-set battle. Frustration in Melbourne: The disappointing exit for Coco Gauff, who was unable to find her rhythm against Elina Svitolina and was seen venting her frustration by smashing her racket in the player area after the match. The End of a Run: Iva Jovic's impressive tournament coming to an end at the hands of world No. 1 Aryna Sabalenka. COMMENT BELOW: What was your favorite match from Day 10? Which matchups are you most excited for in Day 11?

Take a Network Break! We start with a Red Alert in Oracle’s WebLogic Server Proxy Plugin for Apache or IIS, which has a severity score of 10. In the news, Fortinet warns that attackers have found a new exploit path against previously-patched vulnerabilities, Microsoft 365 services suffered an outage, and ServiceNow inks a deal with... Read more »

Andy Roddick and Producer Mike break down results from Day 9 of the 2026 Australian Open, covering the biggest results, standout performances, and storylines shaping the tournament. In this recap, they discuss Taylor Fritz falling to Lorenzo Musetti, Iva Jovic and her chances at beating Sabalenka, and the dominant performances from Sinner, Gauff, Shelton, Swiatek, Anisimova, & more. Andy and the team also talk about the quarterfinal matchups and which ones they are most excited for. This episode focuses on match context, player mindset, and how early-round results are setting up the days ahead at Melbourne Park. COMMENT BELOW: What was your favorite match from Day 9? Which matchups are you most excited for in the quarterfinals?

Andy Roddick and Producer Mike break down results from Day 8 of the 2026 Australian Open, covering the biggest results, standout performances, and storylines shaping the tournament. In this recap, they discuss Daniil Medvedev falling to Learner Tien, Djokovic and Sinner both getting lucky breaks to get into the Quarter Finals, and the dominant performances from Alcaraz, Sabalenka, Gauff, Ruud, Svitolina, Jovic, & more. This episode focuses on match context, player mindset, and how early-round results are setting up the days ahead at Melbourne Park. COMMENT BELOW: What was your favorite match from Day 5? Which matchups are you most excited for on Day 6?

Plus: Baidu's AI assistant hits 200 million monthly active users. And Texas rare-earth magnet maker Noveon Magnetics secures $215 million in new funding. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices