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Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/vEdq8rpBM3I In this data-rich keynote, Jay McBain deconstructs the tectonic shifts reshaping the $5.3 trillion global technology industry, arguing that we are entering a new 20-year cycle where traditional direct sales models are obsolete. McBain explains why 96% of the industry is now surrounded by partners and how successful companies must pivot from “flywheels and theory” to a granular strategy focused on the seven specific partners present in every deal. From the explosion of agentic AI and the $163 billion marketplace revolution to the specific mechanics of multiplier economics, this discussion provides a roadmap for navigating the “decade of the ecosystem” where influence, trust, and integration—not just product—determine winners and losers. Key Takeaways Half of today's Fortune 500 companies will likely vanish in the next 20 years due to the shift toward AI and ecosystem-led models. Every B2B deal now involves an average of seven trusted partners who influence the decision before a vendor even knows a deal exists. Microsoft has outpaced AWS growth for 26 consecutive quarters largely because of a superior partner-led geographic strategy. Marketplaces are projected to grow to $163 billion by 2030, with nearly 60% of deals involving partner funding or private offers. The “Multiplier Effect” is the new ROI, where partners can make up to $8.45 for every dollar of vendor product sold. Future dominance relies on five key pillars: Platform, Service Partnerships, Channel Partnerships, Alliances, and Go-to-Market orchestration. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Keywords: Jay McBain, Canalys, partner ecosystem, channel chief, agentic AI, marketplace growth, multiplier economics, B2B sales trends, tech industry forecast, service partnerships, strategic alliances, Microsoft vs AWS, distribution transformation, managed services growth, SaaS platforms, customer journey mapping, 28 moments of truth, future of reselling, technology spending 2025, ecosystem orchestration, partner multipliers. T Transcript: Jay McBain WORKFILE FOR TRANSCRIPT [00:00:00] Vince Menzione: Just up from, did you Puerto Rico last night? Puerto Rico, yes. Puerto Rico. He dodged the hurricane. Um, you all know him. Uh, let him introduce himself for those of you who don’t, but just thrilled to have on the stage, again, somebody who knows more about what’s going on in, in the, and has the pulse on this industry probably than just about anybody I know personally. [00:00:21] Vince Menzione: J Jay McBain. Jay, great to see you my friend. Alright, thank you. We have to come all the way. We live, we live uh, about 20 minutes from each other. We have to come all the way to Reston, Virginia to see each other, right? That’s right. Very good. Well, uh, that’s all over to you, sir. Thank you. [00:00:35] Jay McBain: Alright, well thank you so much. [00:00:36] Jay McBain: I went from 85 degrees yesterday to 45 today, but I was able to dodge that, uh, that hurricane, uh, that we kind of had to fly through the northern edge of, uh, wanna talk today about our industry, about the ultimate partner. I’m gonna try to frame up the ultimate partner as I walk through the data and the latest research that, uh, that we’ve been doing in the market. [00:00:56] Jay McBain: But I wanted to start here ’cause our industry moves in 20 year cycles, and if you look at the Fortune 500 and dial back 20 years from today, 52% of them no longer exist. As we step into the next 20 year AI era, half of the companies that we know and love today are not gonna exist. So we look at this, and by the way, if you’re not in the Fortune 500 and you don’t have deep pockets to buy your way outta problems, 71% of tech companies fail over the course of 10 years. [00:01:30] Jay McBain: Those are statistics from the US government. So I start to look at our industry and you know, you may look at the, you know, mainframe era from the sixties and seventies, mini computers, August the 12th, 1981, that first IBM, PC with Microsoft dos, version one, you know, triggered. A new 20 year era of client server. [00:01:51] Jay McBain: It was the time and I worked at IBM for 17 years, but there was a time where Bill Gates flew into Boca Raton, Florida and met with the IBM team and did that, you know, fancy licensing agreement. But after, you know, 20 years of being the most valuable company in the world and 13 years of antitrust and getting broken up, almost like at and TIBM almost didn’t make payroll. [00:02:14] Jay McBain: 13 years after meeting Bill Gates. Yeah, that’s how quickly things change in these eras. In 1999, a small company outta San Francisco called salesforce.com got its start. About 10 years later, Jeff Bezos asked a question in a boardroom, could we rent out our excess capacity and would other companies buy it? [00:02:35] Jay McBain: Which, you know, most people in the room laughed at ’em at the time. But it created a 20 year cloud era when our friends, our neighbors, our family. Saw Chachi PT for the first time in March of 2023. They saw the deep fakes, they saw the poetry, they saw the music. They came to us as tech people and said, did we just light up Skynet? [00:02:58] Jay McBain: And that consumer trend has triggered this next 20 years. I could walk through the richest people in the world through those trends. I could walk through the most valuable companies. It all aligns. ’cause by the way, Apple’s no longer at the top. Nvidia is at the top, Microsoft. Second, things change really quickly. [00:03:17] Jay McBain: So in that course of time, you start to look at our industry and as people are talking about a six and a half or $7 trillion build out of ai, that’s open AI and Microsoft numbers, that is bigger than our industry that’s taken over 50 years to build. This year, we’re gonna finish the year at $5.3 trillion. [00:03:36] Jay McBain: That’s from the smallest flower shop to the biggest bank. Biggest governments that Caresoft would, uh, serve biggest customer in the world is actually the federal government of the us. But you look at this pie chart and you look at the changes that we’re gonna go through over the next 20 years, there’s about a trillion dollars in hardware. [00:03:54] Jay McBain: There’s about a trillion dollars in software. If you look forward through all of the merging trends, quantum computing, humanoid robots, all the things that are coming that dollar to dollar software to hardware will continue to exist all the way through. We see services making up almost two thirds of this pie. [00:04:13] Jay McBain: Yesterday I was in a telco conference with at and t and Verizon and T-Mobile and some of the biggest wireless players and IT services, which happen to be growing faster than products. At the moment, there is more work to be done wrapping around the deal than the actual products that the customer is buying. [00:04:32] Jay McBain: So in an industry that’s growing at 7%. On top of the world economy that’s grown at 2.2. This is the fastest growing industry, and it will be at least for the next 10 years, if not 2070 0.1% of this entire $5 trillion gets transacted through partners. While what we’re talking to today about the ultimate partner, 96% of this industry is surrounded by partners in one way or another. [00:05:01] Jay McBain: They’re there before the deal. They’re there at the deal. They’re there after the deal. Two thirds of our industry is now subscription consumption based. So every 30 days forever, and a customer for life becomes everything. So if every deal in medium, mid-market, and higher has seven partners, according to McKinsey, who are those seven people trying to get into the deal? [00:05:25] Jay McBain: While there’s millions of companies that have come into tech over the last 10 to 20 years. Digital agencies, accountants, legal firms, everybody’s come in. The 250,000 SaaS companies, a million emerging tech companies, there’s a big fight to be one of those seven trusted people at the table. So millions of companies and tens of millions of people our competing for these slots. [00:05:49] Jay McBain: So one of the pieces of research I’m most proud of, uh, in my analyst career is this. And this took over two years to build. It’s a lot of logos. Not this PowerPoint slide, but the actual data. Thousands of people hours. Because guess what? When you look at partners from the top down, the top 1000 partners, by capability and capacity, not by resale. [00:06:15] Jay McBain: It’s not a ranking of CDW and insight and resale numbers. It is the surrounding. Consulting, design, architecture, implementations, integrations, managed services, all the pieces that’s gonna make the next 20 years run. So when you start to look at this, 98% of these companies are private, so very difficult to get to those numbers and, uh, a ton of research and help from AI and other things to get this. [00:06:41] Jay McBain: But this is it. And if you look at this list, there’s a thousand logos out of the million companies. There’s a thousand logos that drive two thirds of all tech services in the world. $1.07 trillion gets delivered by a thousand companies, but here’s where it gets fun. Those companies in the middle, in blue, the 30 of them deliver more tech services than the next 970. [00:07:08] Jay McBain: Combined the 970 combined in white deliver more tech services. Then the next million combined. So if you think we live in an 80 20 rule or maybe a 99, a 95 5 rule, or a 99 1 rule, we actually live in a 99.9 0.1 parallel principle. These companies spread around the world evenly split across the uh, different regions. [00:07:35] Jay McBain: South Africa, Latin America, they’re all over. They split. They split among types. All of the Venn diagram I just showed from GSIs to VARs to MSPs, to agencies and other types of companies. But this is a really rich list and it’s public. So every company in the world now, if you’re looking at Transactable data, if you’re looking at quantifiable data that you can go put your revenue numbers against, it represents 70 to 80% of every company in this room’s Tam. [00:08:08] Jay McBain: In one piece of research. So what do you do below that? How do you cover a million companies that you can’t afford to put a channel account manager? You can’t afford to write programs directly for well after the top down analysis and all the wallet share and you know exactly where the lowest hanging fruit is for most of your tam. [00:08:28] Jay McBain: The available markets. The obtainable markets. You gotta start from the community level grassroots up. So you need to ask the question for the million companies and the maybe a hundred thousand companies out there, partner companies that are surrounding your customer. These are the seven partners that surround your customer. [00:08:48] Jay McBain: What do they read, where do they go, and who do they follow? Interestingly enough, our industry globally equates to only a thousand watering holes, a thousand companies at the top, a thousand places at the bottom. 35% of this audience we’re talking. Millions of people here love events and there’s 352 of them like this one that they love to go to. [00:09:13] Jay McBain: They love the hallway chats, they love the hotel lobby bar, you know, in a time reminded by the pandemic. They love to be in person. It’s the number one way they’re influenced. So if you don’t have a solid event strategy and you don’t have a community team out giving out socks every week, your competitors might beat you. [00:09:31] Jay McBain: 12% of this audience loves podcasts. It’s the Joe Rogan effect of our industry. And while you know, you may not think the 121 podcasts out there are important, well, you’re missing 12% of your audience. It’s over a million people. If you’re not on a weekly podcast in one of these podcasts in the world, there’s still people that read one of the 106 magazines in the world. [00:09:55] Jay McBain: There are people that love peer groups, associations, they wanna be part of this. There’s 15 different ways people are influenced. And a solid grassroots strategy is how you make this happen. In the last 10 years, we’ve created a number of billionaires. Bottom up. They never had to go talk to la large enterprise. [00:10:15] Jay McBain: They never had to go build out a mid-market strategy. They just went and give away socks and new community marketing. And this has created, I could rip through a bunch of names that became unicorns just in the last couple of years, bottoms up. You go back to your board walking into next year, top down, bottom up. [00:10:34] Jay McBain: You’ve covered a hundred percent of your tam, and now you’ve covered it with names, faces, and places. You haven’t covered it with a flywheel or a theory. And for 44 years, we have gone to our board every fourth quarter with flywheels and theory. Trust me, partners are important. The channel is key to us. [00:10:57] Jay McBain: Well, let’s talk at the point of this granularity, and now we’re getting supported by technology 261 entrepreneurs. Many of them in the room actually here that are driving this ability to succeed with seven partners in every deal to exchange data to be able to exchange telemetry of these prospects to be able to see twice or three times in terms of pipeline of your target addressable market. [00:11:26] Jay McBain: All these ai, um, technologies, agentic technologies are coming into this. It’s all about data. It’s all about quantifiable names, faces, and places. Now none of us should be walking around with flywheels, so let’s flip the flywheels. No. Uh, so we also look at, and I sold PCs for 17 years and that was in the high times of 40% margins for partners. [00:11:55] Jay McBain: But one interesting thing when you study the p and l for broad base of partners around the world, it’s changed pretty significantly in this last 20 year era. What the cloud era did is dropped hardware from what used to be 84% plus the break fix and things that wrap around it of the p and l to now 16% of every partner in the world. [00:12:16] Jay McBain: 84% of their p and l is now software and services. And if you look at profitability, it’s worse. It’s actually 87% is profitability wise. They’ve completely shifted in terms of where they go. Now we look at other parts of our market. I could go through every part of the pie of the slide, but we’re watching each of the companies, and if you can see here, this is what we want to talk about in terms of ultimate partner. [00:12:43] Jay McBain: Microsoft has outgrown AWS for 26 straight quarters. They don’t have a better product. They don’t have a better price, they don’t have better promotion. It’s all place. And I’ll explain why you guess here in the light green line. Exactly. The day that Google went a hundred percent all in partner, every deal, even if a deal didn’t have a partner, one of the 4% of deals that didn’t have a partner, they injected a partner. [00:13:09] Jay McBain: You can see on the left side exactly where they did it. They got to the point of a hundred percent partner driven. Rebuilt their programs, rebuilt their marketplace. Their marketplace is actually larger than Microsoft’s, and they grew faster than Microsoft. A couple of those quarters. It is a partner driven future, and now I have Oracle, which I just walked by as I walked from the hotel. [00:13:31] Jay McBain: Oracle with their RPOs will start to join. Maybe the list of three hyperscalers becomes the list of four in future slides, but that’s a growth slide. Market share is different. AWS early and commanding lead. And it plays out, uh, plays out this way. But we’re at an interesting moment and I stood up six years ago talking about the decade of the ecosystem after we went through a decade of sales starting in 1999 when we all thought we were born to be salespeople. [00:14:02] Jay McBain: We managed territories with our gut. The sales tech stack would have it different, that sales was a science, and we ended the decade 2009, looking at sales very differently in 2009. I remember being at cocktail parties where CMOs would be joking around that 50% of their marketing dollars were wasted. They just didn’t know which 50%. [00:14:23] Jay McBain: And I’ll tell you, that was really funny. In 2009 till every 58-year-old CMO got replaced by a 38-year-old growth hacker who walked in with 15,348 SaaS companies in their MarTech and ad tech stack to solve the problem, every nickel of marketing by 2019 was tracked. Marketo, Eloqua, Pardot, HubSpot, driving this industry. [00:14:50] Jay McBain: Now, we stood up and said the 28 moments that come before a sale are pretty much all partner driven. In the best case scenario, a vendor might see four of the moments. They might come to your website, maybe they read an ebook, maybe they have a salesperson or a demo that comes in. That’s four outta 28 moments. [00:15:10] Jay McBain: The other 24 are done by partners. Yeah, in the worst case scenario and the majority scenario, you don’t see any of the moments. All 28 happen and you lose a deal without knowing there ever was a deal. So this is it. We need to partner in these moments and we need to inject partners into sales and marketing, like no time before, and this was the time to do it. [00:15:33] Jay McBain: And we got some feedback in the Salesforce state of sales report, which doesn’t involve any partnerships or, or. Channel Chiefs or anything else. This is 5,500 of the biggest CROs in the world that obviously use Salesforce. 89% of salespeople today use partners every day. For the 11% who don’t, 58% plan two within a year. [00:15:57] Jay McBain: If you add those two numbers together, that’s magically the 96% number. They recognize that every deal has partners in it. In 2024, last year, half of the salespeople in the world, every industry, every country. Miss their numbers. For the minority who made their numbers, 84 point percent pointed to partners as the reason why they made their numbers. [00:16:21] Jay McBain: It was the cheat code for sales, so that modern salesperson that knows how to orchestrate a deal, orchestrate the 28 moments with the seven partners and get to that final spot is the winning formula. HubSpot’s number in separate research was 84% in marketing. So we’re starting to see partners in here. We don’t have to shout from the mountaintops. [00:16:44] Jay McBain: These communities like ultimate Partner are working and we’re getting this to the highest levels in the board. And I’ll say that, you know, when 20 years from now half of the companies we know and love fail after we’re done writing the book and blaming the CEO for inventing the thing that ended up killing them, blaming the board for fiduciary responsibility and letting it happen. [00:17:06] Jay McBain: What are the other chapters of the book? And I think it’s all in one slide. We are in this platform economy and the. [00:17:31] Jay McBain: So your battery’s fine. Check, check, check, check. Alright, I’ll, I’ll just hold this in case, but the companies that execute on all five of these areas, well. Not only today become the trillion dollar valued companies, but they become the companies of tomorrow. These will be the fastest growing companies at every level. [00:17:50] Jay McBain: Not only running a platform business, but participating in other platforms. So this is how it breaks out, and there are people at very senior levels, at very big companies that have this now posted in the office of the CEO winning on integrations is everything. We just went through a demographic shift this year where 51% of our buyers are born after 1982. [00:18:15] Jay McBain: Millennials are the number one buyer of the $5 trillion. Their number one buying criteria is not service. Support your price, your brand reputation, it’s integrations. The buy a product, 80% is good as the next one if it works better in their environment. 79% of us won’t buy a car unless it has CarPlay or Android Auto. [00:18:34] Jay McBain: This is an integration world. The company with the most integrations win. Second, there are seven partners that surround the customer. Highly trusted partners. We’re talking, coaching the customer’s, kids soccer team, having a cottage together up at the lake. You know, best men, bate of honors at weddings type of relationships. [00:18:57] Jay McBain: You can’t maybe have all seven, but how does Microsoft beat AWS? They might have had two, three, or four of them saying nice things about them instead of the competition. Winning in service partnerships and channel partnerships changes by category. If you’re selling MarTech, only 10% of it today is resold, so you build more on service partnerships. [00:19:18] Jay McBain: If you’re in cybersecurity today, 91.6% of it is resold. Transacted through partners. So you build a lot of channel partnerships, plus the service partnerships, whatever the mix is in your category, you have to have two or three of those seven people. Saying nice things about you at every stage of the customer journey. [00:19:38] Jay McBain: Now move over to alliances. We have already built the platforms at the hyperscale level. We’ve built the platforms within SaaS, Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot. Every buyer has a set of platforms that they buy. We’ve now built them in cybersecurity this year out of 6,500 as high as cyber companies, the top five are starting to separate. [00:20:02] Jay McBain: We built it in distribution, which I’ll show in a minute. We’re building it in Telco. This is a platform economy and alliances win and you have alliances with your competitors ’cause you compete in the morning, but you’re best friends by the afternoon. Winning in other platforms is just as important as driving your own. [00:20:20] Jay McBain: And probably the most important part of this is go to market. That sales, that marketing, the 28 moments, the every 30 days forever become all a partner strategy. So there’s still CEOs out there that believe platform is a UI or UX on a bunch of disparate products and things you’ve acquired. There’s still CFOs out there that Think platform is a pricing model, a bundle model of just getting everything under one, you know, subscription price or consumption price. [00:20:51] Jay McBain: And it’s not, platforms are synonymous with partnerships. This is the way forward and there’s no conversation around ai. That doesn’t involve Nvidia over there, an open AI over here and a hyperscaler over there and a SaaS company over here. The seven layer stack wins every single time, and the companies that get this will be the ones that survive this cycle. [00:21:16] Jay McBain: Now, flipping over to marketplaces. So we had written research that, um, about five years ago that marketplaces were going to grow at 82% compounded. Yeah, probably one of the most accurate predictions we ever made, because it happened, we, we predicted that, uh, we were gonna get up to about $85 billion. Well, now we’ve extended that to 2030, so we’re gonna get up to $163 billion, and the thing that we’re watching is in green. [00:21:46] Jay McBain: If 96% of these deals are partner assisted in some way, how is the economics of partnering going to work? We predicted that 50% of deals by 2027. Would be partner funded in some way. Private offers multi-partner offers distributor sellers of record, and now that extends to 59% by 2030, the most senior leader of the biggest marketplace AWS, just said to us they’re gonna probably make these numbers on their own. [00:22:14] Jay McBain: And he asked what their two competitors are doing. So he’s telling us that we under called this. Now when you look at each of the press releases, and this is the AWS Billion Dollar Club. Every one of the companies on the left have issued a press release that they’re in the billion dollar club. Some of them are in the multi-billions, but I want you to double click on this press release. [00:22:35] Jay McBain: I’m quoted in here somewhere, but as CrowdStrike is building the marketplace at 91% compounded, they’re almost doubling their revenue every single year. They’re growing the partner funding, in this case, distributor funding by 3548%. Almost triple digit growth in marketplace is translating into almost quadruple digit growth in funding. [00:23:01] Jay McBain: And you see that over and over again as, as Splunk hit three, uh, billion dollars. The same. Salesforce hit $2 billion on AWS in Ulti, 18 months. They joined in October 20, 23, and 18 months later, they’re already at $2 billion. But now you’re seeing at Salesforce, which by the way. Grew up to $40 billion in revenue direct, almost not a nickel in resell. [00:23:28] Jay McBain: Made it really difficult for VARs and managed service providers to work with Salesforce because they couldn’t understand how to add services to something they didn’t book the revenue for. While $40 billion companies now seeing 70% of their deals come through partners. So this is just the world that we’re in. [00:23:44] Jay McBain: It doesn’t matter who you are and what industry you’re in, this takes place. But now we’re starting to see for the first time. Partners join the billion dollar club. So you wonder about partnering and all this funding and everything that’s working through Now you’re seeing press releases and companies that are redoing their LinkedIn branding about joining this illustrious club without a product to sell and all the services that wrap around it. [00:24:10] Jay McBain: So the opening session on Microsoft was interesting because there’s been a number of changes that Microsoft has done just in the last 30 days. One is they cut distribution by two thirds going from 180 distributors to 62. They cut out any small partner lower than a thousand dollars, and that doesn’t sound like a lot, but that’s over a hundred thousand partners that get deed tightening the long tail. [00:24:38] Jay McBain: They we’re the first to really put a global point system in place three years ago. They went to the new commerce experience. If you remember, all kinds of changes being led by. The biggest company for the channel. And so when we’re studying marketplaces, we’re not just studying the three hyperscalers, we’re studying what TD Cynic is doing with Stream One Ingram’s doing with Advant Advantage Aerosphere. [00:25:01] Jay McBain: Also, we’re watching what PAX eight, who by the way, is the 365 bestseller for Microsoft in the world. They are the cybersecurity leader for Microsoft in the world and the copilot. Leader in the world for Microsoft and Partner of the Year for Microsoft. So we’re watching what the cloud platforms are doing, watching what the Telco are doing, which is 25 cents out of every dollar, if you remember that pie chart, watching what the biggest resellers are converting themselves into. [00:25:30] Jay McBain: Vince just mentioned, you know, SHI in the changes there watching the managed services market and the leaders there, what they’re doing in terms of how this industry’s moving forward. By the way, managed services at $608 billion this year. Is one and a half times larger than the SaaS industry overall. [00:25:48] Jay McBain: It’s also one and a half times larger than all the hyperscalers combined. Oracle, Alibaba, IBM, all the way down. This is a massive market and it makes up 15 to 20 cents of every dollar the customer spend. We’re watching that industry hit a trillion dollars by the end of the decade, and we’re watching 150 different marketplace development platforms, the distribution of our industry, which today is 70.1% indirect. [00:26:13] Jay McBain: We’re starting to see that number, uh, solidify in terms of marketplaces as well. Watching distributors go from that linear warehouse in a bank to this orchestration model, watching some of the biggest players as the world comes around, platforms, it tightens around the place. So Caresoft, uh, from from here is the sixth biggest distributor in the world. [00:26:40] Jay McBain: Just shows you how big the. You know, biggest client in the world is that they serve. But understand that we’re publishing the distributor 500 list, but it’ll be the same thing. That little group in blue in the middle today, you know, drives almost two thirds of the market. So what happens in all this next stage in terms of where the dollars change hands. [00:27:07] Jay McBain: And the economics of partnering themselves are going through the most radical shift that we’ve seen ever. So back to the nineties, and, and for those of you that have been channel chiefs and running programs, we went to work every day. You know, everything’s on fire. We’re trying to check hundred boxes, trying to make our program 10% better than our competitors. [00:27:30] Jay McBain: Hey, we gotta fix our deal registration program today, and our incentives are outta whack or training programs or. You know, not where they need to be. Our certification, you know, this was the life of, uh, of a channel chief. Everybody thought we were just out drinking in the Caribbean with our best partners, but we were under the weight of this. [00:27:49] Jay McBain: But something interesting has happened is that we turned around and put the customer at the middle of our programs to say that those 28 moments in green before the sale are really, really important. And the seven partners who participate are really important. Understanding. The customer’s gonna buy a seven layer stack. [00:28:09] Jay McBain: They’re gonna buy it With these seven partners, the procurement stage is much different. The growth of marketplaces, the growth of direct in some of these areas, and then long term every 30 days forever in a managed service, implementations, integrations, how you upsell, cross-sell, enrich a deal changes. So how would you build a program that’s wrapped around the customer instead of the vendor? [00:28:35] Jay McBain: And we’re starting to hear our partners shout back to us. These are global surveys, big numbers, but over half of our partners, regardless of type, are selling consulting to their customer. Over half are designing architecting deals. A third of them are trying to be system integrators showing up at those implementation integration moments. [00:28:55] Jay McBain: Two thirds of them are doing managed services, but the shocking one here is 44% of our partners, regardless of type, are coding. They’re building agents and they’re out helping their customer at that level. So this is the modern partner that says, don’t typecast me. You may have thought of me in your program. [00:29:14] Jay McBain: You might have me slotted as a var. Well, I do 3.2 things, and if I don’t get access to those resources, if you don’t walk me to that room, I’m not gonna do them with you. You may have me as a managed service provider that’s only in the morning. By the afternoon I’m coding, and by the next morning I’m implementing and consulting. [00:29:33] Jay McBain: So again, a partner’s not a partner. That Venn diagram is a very loose one now, as every partner on there is doing 3.2 different business models. And again, they’re telling us for 43 years, they said, I want more leads this year it changed. For the first time, I want to be recognized and incentivized as more than just a cash register for you. [00:29:57] Jay McBain: I want you to recognize when I’m consulting, when I’m designing, when you’re winning deals, because of my wonderful services, by the way, we asked the follow up question, well, where should we spend our money with you? And they overwhelmingly say, in the consulting stage, you win and lose deals. Not at moment 28. [00:30:18] Jay McBain: We’re not buying a pack of gum at the gas station. This is a considered purchase. You win deals from moment 12 through 16 and I’m gonna show you a picture of that later, and they say, you better be spending your money there, or you’re not gonna win your fair share or more than your fair share of deals. [00:30:36] Jay McBain: The shocking thing about this is that Microsoft, when they went to the point system, lifted two thirds of all the money, tens of billions of dollars, and put it post-sale, and we were all scratching our heads going. Well, if the partners are asking for it there, and it seems like to beat your biggest competitors, you want to win there. [00:30:54] Jay McBain: Why would you spend the money on renewal? Well, they went to Wall Street and Goldman Sachs and the people who lift trillions of dollars of pension funds and said, if we renew deals at 108%, we become a cash machine for you. And we think that’s more valuable than a company coming out with a new cell phone in September and selling a lot of them by Christmas every year. [00:31:18] Jay McBain: The industry. And by the way, wall Street responded, Microsoft has been more valuable than Apple since. So we talk in this now multiplier language, and these are reports that we write, uh, at AMIA at canals. But talking about the partner opportunity in that customer cycle, the $6 and 40 cents you can make for every dollar of consumption, or the $7 and 5 cents you can make the $8 and 45 cents you can make. [00:31:46] Jay McBain: There’s over 24 companies speaking at this level now, and guess what? It’s not just cloud or software companies. Hardware companies are starting to speak in this language, and on January 25th, Cisco, you know, probably second to Microsoft in terms of trust built with the channel globally is moving to a full point system. [00:32:09] Jay McBain: So these are the changes that happen fast. But your QBR with your partners now less about drinking beers at the hotel lobby bar and talking dollar by dollar where these opportunities are. So if you’re doing 3.2 of these things, let’s build out a, uh, a play where you can make $3 for every dollar that we make. [00:32:28] Jay McBain: And you make that profitably. You make it in sticky, highly retained business, and that’s the model. ’cause if you make $3 for every dollar. We make, you’re gonna win Partner of the year, and if you win partner of the year, that piece of glass that you win on stage, by the time you get back to your table, you’re gonna have three offers to buy your business. [00:32:51] Jay McBain: CDW just bought a w. S’s Partner of the Year. Insight bought Google’s eight time partner of the year. Presidio bought ServiceNow’s, partner of the year over and over and over again. So I’m at Octane, I’m at CrowdStrike, I’m at all these events in Vegas every week. I’m watching these partners of the year. [00:33:05] Jay McBain: And I’m watching as the big resellers. I’m watching as the GSIs and the m and a folks are surrounding their table after, and they’re selling their businesses for SaaS level valuations. Not the one-to-one service valuation. They’re getting multiples because this is the new future of our industry. This is platform economics. [00:33:25] Jay McBain: This is winning and platforms for partners. Now, like Vince, I spent 20 minutes without talking about ai, but we have to talk about ai. So the next 20 years as it plays out is gonna play out in phases. And the first thing you know to get it out of the way. The first two years since that March of 23, has been underwhelming, to say the least. [00:33:47] Jay McBain: It’s been disappointing. All the companies that should have won the biggest in AI have been the most disappointing. It’s underperformed the s and p by a considerable amount in terms of where we are. And it goes back to this. We always overestimate the first two years, but we underestimate the first 10. [00:34:07] Jay McBain: If you wanna be the point in time person and go look at that 1983 PC or the 1995 internet or that 2007 iPhone or that whatever point in time you wanna look at, or if you want to talk about hallucinations or where chat chip ET version five is version, as opposed to where it’s going to be as it improves every six months here on in. [00:34:30] Jay McBain: But the fact of the matter is, it’s been a consumer trend. Nvidia got to be the most valuable company in the world. OpenAI was the first company to 2 billion users, uh, in that amount of speed. It’s the fastest growing product ever in history, and it’s been a consumer win this trillions of dollars to get it thrown around in the press releases. [00:34:49] Jay McBain: They’re going out every day, you know, open ai, signing up somebody new or Nvidia, investing in somebody new almost every single day in hundreds of billions of dollars. It is all happening really on the consumer side. So we got a little bit worried and said, is that 96% of surround gonna work in ag agentic ai? [00:35:10] Jay McBain: So we went and asked, and the good news is 88% of end customers are using partners to work through their ag agentic strategy. Even though they’re moving slow, they’re actually using partners. But what’s interesting from a partner perspective, and this is new research that out till 2030. This is the number one services opportunity in the entire tech or telco industry. [00:35:34] Jay McBain: 35.3% compounded growth ending at $267 billion in services. Companies are rebuilding themselves, building out practices, and getting on this train and figuring out which vendors they should hook their caboose to as those trains leave the station. But it kind of plays out like this. So in the next three to five years, we’re in this generative, moving into agentic phase. [00:36:01] Jay McBain: Every partner thinks internally first, the sales and marketing. They’re thinking about their invoicing and billing. They’re thinking about their service tickets. They’re thinking about creating a business that’s 10% better than their competitors, taking that knowledge into their customers and drive in business. [00:36:17] Jay McBain: But we understand that ag agentic AI, as it’s going to play out is not a product. A couple of years ago, we thought maybe a copilot or an agent force or something was going to be the product that everybody needed to buy, and it’s not a product, it’s gonna show up as a feature. So you go back in the history of feature ads and it’s gonna show up in software. [00:36:38] Jay McBain: So if you’re calling in SMB, maybe you’re calling on a restaurant. The restaurant isn’t gonna call OpenAI or call Microsoft or call Nvidia directly. They’re running their restaurant. And they may have chosen a platform like Toast Square, Clover, whatever iPads people are running around with, runs on a platform that does everything in their business, does staffing, does food ordering, works with Uber Eats, does everything end to end? [00:37:08] Jay McBain: They’re gonna wait to one of those platforms, dries out agent AI for them, and can run the restaurant more effectively, less human capital and more consistently, but they wait for the SaaS platform as you get larger. A hundred, 150 people. You have vice presidents. Each of those vice presidents already have a SaaS stack. [00:37:28] Jay McBain: I talked about Salesforce, ServiceNow, Workday, et cetera. They’ve already built that seven layer model and in some cases it’s 70 layers. But the fact is, is they’re gonna wait for those SaaS layers to deliver ag agentic to them. So this is how it’s gonna play out for the next three and a half, three to five years. [00:37:45] Jay McBain: And partners are realizing that many of them were slow to pick up SaaS ’cause they didn’t resell it. Well now to win in this next three to half, three to five years, you’re gonna have to play in this environment. When you start looking out from here, the next generation, you know, kind of five through 15 years gets interesting in more of a physical sense. [00:38:06] Jay McBain: Where I was yesterday talking about every IOT device that now is internet access, starts to get access to large language models. Every little sensor, every camera, everything that’s out there starts to get smart. But there’s a point. The first trillionaire, I believe, will be created here. Elon’s already halfway there. [00:38:24] Jay McBain: Um, but when Bill Gates thought there was gonna be a PC in every home, and IBM thought they were gonna sell 10,000 to hobbyists, that created the richest person in the world for 20 years, there will be a humanoid in every home. There’s gonna be a point in time that you’re out having drinks with your friends, and somebody’s gonna say, the early adopter of your friends is gonna say. [00:38:46] Jay McBain: I haven’t done the dishes in six weeks. I haven’t done the laundry. I haven’t made my bed. I haven’t mowed the lawn. When they say that, you’re gonna say, well, how? And they’re gonna say, well, this year I didn’t buy a new car, but I went to the car dealership and I bought this. So we’re very close to the dexterity needed. [00:39:05] Jay McBain: We’ve got the large language models. Now. The chat, GPT version 10 by then is going to make an insane, and every house is gonna have one of the. [00:39:17] Jay McBain: This is the promise of ai. It’s not humanoid robots, it’s not agents. It’s this. 99% of the world’s business data has not been trained or tuned into models yet. Again, this is the slow moving business. If you want to think about the 99% of business data, every flight we’ve all taken in this room sits on a saber system that was put in place in 1964. [00:39:43] Jay McBain: Every banking transaction, we’ve all made, every withdrawal, every deposit sits on an IBM mainframe put in place in the sixties or seventies. 83% of this data sits in cold storage at the edge. It’s not ready to be moved. It’s not cleansed, it’s not, um, indexed. It’s not in any format or sitting on any infrastructure that a large language model will be able to gobble up the data. [00:40:10] Jay McBain: None of the workflows, none of the programming on top of that data is yet ready. So this is your 10 to 20 year arc of this era that chat bot today when they cancel your flight is cute. It’s empathetic, it feels bad for you, or at least it seems to, but it can’t do anything. It can’t book you the Marriott and get you an Uber and then a 5:00 AM flight the next morning. [00:40:34] Jay McBain: It can’t do any of that. But more importantly, it doesn’t know who you are. I’ve got 53 years of flights under my belt and they, I’m the person that get me within six hours of my kids and get me a one-way Hertz rental. You know, if there’s bad weather in Miami, get me to Tampa, get me a Hertz, I’m driving home, I’m gonna make it home. [00:40:56] Jay McBain: I’m not the 5:00 AM get me a hotel person. They would know that if they picked up the flights that I’ve taken in the past. Each of us are different. When you get access to the business data and you become ag agentic, everything changes. Every industry changes because of this around the customers. When you ask about this 35% growth, working on that data, working in traditional consulting and design and implementation, working in the $7 trillion of infrastructure, storage, compute, networking, that’s gonna be around, this is a massive opportunity. [00:41:30] Jay McBain: Services are gonna continue to outgrow products. Probably for the next five to 10 years because of this, and I’m gonna finish here. So we talked a lot about quantifying names, faces, places, and I think where we failed the most as ultimate partners is underneath the tam, which every one of our CEOs knows to the decimal point underneath the TAM that our board thinks they’re chasing. [00:41:59] Jay McBain: We’ve done a very poor job. Of talking about the available markets and obtainable markets underneath it, we, we’ve shown them theory. We’ve shown them a bunch of, you know, really smart stuff, and PowerPoint slides up the wazoo, but we’ve never quantified it for them. If they wanna win, if they want to get access, if they want to double their pipeline, triple their pipeline, if they wanna start winning more deals, if they wanna win deals that are three times larger, they close two times faster. [00:42:31] Jay McBain: And they renew 15% larger. They have to get into the available and obtainable markets. So just in the last couple weeks I spoke at Cribble, I spoke at Octane, I spoke at CrowdStrike Falcon. All three of those companies at the CEO level, main stage use those exact three numbers, three x, two x, 15%. That’s the language of platforms, and they’re investing millions and millions and millions of dollars on teams. [00:42:59] Jay McBain: To go build out the Sam Andal in name spaces and places. So you’ve heard me talk about these 28 moments a lot. They’re the ones that you spend when you buy a car. Some people spend one moment and they drive to the Cadillac dealership. ’cause Larry’s been, you know, taking care of the family for 50 years. [00:43:18] Jay McBain: Some people spend 50 moments like I do, watching every YouTube video and every, you know, thing on the internet. I clear the internet cover to cover. But the fact is, is every deal averages around these 28 moments. Your customer, there’s 13 members of the buying committee today. There’s seven partners and they’re buying seven things. [00:43:37] Jay McBain: There’s 27 things orchestrating inside these 28 moments. And where and how they all take place is a story of partnering. So a couple of years ago, canals. Latin for channel was acquired by amia, which is a part of Informa Tech Target, which is majority owned by Informa. All that being said, there’s hundreds of magazines that we have. [00:44:00] Jay McBain: There’s hundreds of events that we run. If somebody’s buying cybersecurity, they probably went to Black Hat or they probably went to GI Tech. One of these events we run, or one of the magazines. So we pick up these signals, these buyer intent signals as a company. Why did they wanna, um, buy a, uh, a Canals, which was a, you know, a small analyst firm around channels? [00:44:22] Jay McBain: They understood this as well. The 28 moments look a lot like this when marketers and salespeople are busy filling in the spots of every deal. And by the way, this is a real deal. AstraZeneca came in to spend millions of dollars on ASAP transformation, and you can start to see as the customer got smart. [00:44:45] Jay McBain: The eBooks, they read the podcasts, they listened to the events they went to. You start to see how this played out over the long term. But the thing we’ve never had in our industry is the light blue boxes. This deal was won and lost in December. In this particular case, NTT software won and Yash came in and sold the customer five projects. [00:45:07] Jay McBain: The millions of dollars that were going to be spent were solved here. The design and architecture work was all done here. A couple of ISVs You see in light blue came in right at the end, deal was closed in April. You see the six month cycle. But what if you could fill in every one of the 28 boxes in every single customer prospect that your sales and marketing team have? [00:45:30] Jay McBain: But here’s the brilliance of this. Those light blue boxes didn’t win the deals there. They won the deals months before that. So when NTT and Software one walked into this deal. They probably won the deal back in October and they had to go through the redlining. They had to go through the contracting, they had to go through all the stuff and the Gantt chart to get started. [00:45:54] Jay McBain: But while your CMO is getting all excited about somebody reading an ebook and triggering an MQL that the sales team doesn’t want, ’cause it’s not qualified, it’s not sales qualified, you walk in and say, no, no. This is a multimillion deal, dollar deal. It’s AstraZeneca. I know the five partners that are coming in in December to solidify the seven layers, and you’re walking in at the same time as the CMOs bragging about an ebook. [00:46:21] Jay McBain: This changes everything. If we could get to this level of data about every dollar of our tam, we not only outgrow our competitors, we become the platforms of the next generation. Partnering and ultimate partnering is all here. And this is what we’re doing in this room. This is what we’re doing over these couple of days, and this is what, uh, the mission that Vince is leading. [00:46:43] Jay McBain: Thank you so much. [00:46:47] Vince Menzione: Woo. Day in the house. Good to see you my friend. Good to see you. Oh, we’re gonna spend a couple minutes. Um, I’m put you in the second seat. We’re gonna put, we’re gonna make it sit fireside for a minute. Uh, that was intense. It was pretty incredible actually, Jay. And so I’m, I think I wanna open it up ’cause we only have a few minutes just to, any questions? [00:47:06] Vince Menzione: I’m sure people are just digesting. We already have one up here. See, [00:47:09] Question: Jay knows I’m [00:47:10] Vince Menzione: a question. I love it. We, I don’t think we have any I can grab a mic, a roving mic. I could be a roving mic person. Hold on. We can do this. This is not on. [00:47:25] Vince Menzione: Test, test. Yes it is. Yeah. [00:47:26] Question: Theresa Carriol dared me to ask a question and I say, you don’t have to dare me. You know, I’m going to Anyway. Um, so Jay, of the point of view that with all of the new AI players that strategic alliances is again having a moment, and I was curious your point of view on what you’re seeing around this emergence and trend of strategic alliances and strategic alliance management. [00:47:52] Question: As compared to channel management. And what are you seeing in terms of large vendors like AWS investing in that strategic alliance role versus that channel role training, enablement, measurement, all that good stuff? [00:48:06] Jay McBain: Yeah, it’s, it’s a great question. So when I told the story about toast at the restaurant or Square or Clover, they’re not call, they’re not gonna call open AI or Nvidia themselves either. [00:48:17] Jay McBain: When you look out at the 250,000 ISVs. That make up this AI stack, there is the layers that happen there. So the Alliance with AWS, the alliance they have with Microsoft or Google is going to be how they generate agent AI in their platforms. So when I talk about a seven layer stack, the average deal being seven layers, AI is gonna drive this to nine, and then 11, then probably 13. [00:48:44] Jay McBain: So in terms of how alliances work, I had it up there as one of the five core strategies, and I think it’s pretty even. You can have the best alliances in the world, but if the seven partners trusted by the customer don’t know what that alliance is and the benefits to the customer and never mention it, it’s all for Naugh. [00:49:00] Jay McBain: If you’re go-to market, you’re co-selling, your co-marketing strategies are not built around that alliance. It’s all for naught. If the integration and the co-innovation, the co-development, the all the co-creation work that’s done inside these alliances isn’t translated to customer outcomes, it’s all for naugh. [00:49:17] Jay McBain: These are all five parallel swim lanes. All five are absolutely critically needed. And I think they’re all five pretty equally weighted in terms of needing each other. Yes. To be successful in the era of platforms. Yeah. [00:49:32] Vince Menzione: And the problem is they’re all stove pipe today. If, if at all. Yeah. Maintained, right. [00:49:36] Vince Menzione: Alliances is an example. Channels and other example. They don’t talk to one another. Judge any, we’ve got a mic up here if anybody else has. Yep. We have some questions here, Jacqueline. [00:49:51] Question: So when we’re developing our channel programs, any advice on, you know, what’s the shift that we should make six months from now, a year from now? The historical has been bronze, silver, gold, right? And you’ve got your deal registration, but what’s the future look like? [00:50:05] Jay McBain: Yeah, so I mean, the programs are, are changing to, to the point where the customer should be in the middle and realizing the seven partners you need to win the deal. [00:50:15] Jay McBain: And depending on what category of product you’re in, security, how much you rely on resell, 91.6%. You know, the channel partners are gonna be critical where the customer spends the money. And if you’re adding friction to that process, you’re adding friction in terms of your growth. So you know, if you’re in cybersecurity, you have to have a pretty wide open reseller model. [00:50:39] Jay McBain: You have to have a wide open distribution model, and you have to make sure you’re there at that point of sale. While at the same time, considering the other six partners at moment 12 who are in either saying nice things about you or not, the customer might even be starting with you. ’cause there is actually one thing that I didn’t mention when I showed the 28 moments filled in. [00:51:00] Jay McBain: You’ll notice that the customer went to AWS twice direct. AWS lost the deal. Microsoft won the deal software. One is Microsoft’s biggest reseller in the world. They just acquired crayon. NTT who, who loves both had their Microsoft team go in. [00:51:18] Question: Mm. [00:51:19] Jay McBain: So I think that they went to AWS thinking it was A-W-S-S-A-P, you know, kind of starting this seven layer stack. [00:51:25] Jay McBain: I think they finished those, you know, critical moments in the middle looking at it. And then they went back to AWS kind of going probably WWTF. Yeah. What we thought was happening isn’t actually the outcome that was painted by our most trusted people. So, you know, to answer your question, listen to your partners. [00:51:43] Jay McBain: They want to be recognized for the other things they’re doing. You can’t be spending a hundred percent of the dollars at the point of sale. You gotta have a point of system that recognizes the point of sale, maybe even gold, silver, bronze, but recognizing that you’re paying for these other moments as well. [00:51:57] Jay McBain: Paying for alliances, paying for integrations and everything else, uh, in the cyber stack. And, um, you know, recognizing also the top 1000. So if I took your tam. And I overlaid those thousand logos. I would be walking into 2026 the best I could of showing my company logo by logo, where 80% of our TAM sits as wallet share, not by revenue. [00:52:25] Jay McBain: Remember, a million dollar partner is not a million dollar partner. One of them sells 1.2 million in our category. We should buy them a baseball cap and have ’em sit in the front row of our event. One of them sells $10 million and only sells our stuff if the customer asks. So my company should be looking at that $9 million opportunity and making sure my programs are writing the checks and my coverage. [00:52:48] Jay McBain: My capacity and capability planning is getting obsessed over that $9 million. My farmers can go over there, my hunters can go over here, and I should be submitting a list of a thousand sorted in descending order of opportunity. Of where my company can write program dollars into. [00:53:07] Vince Menzione: Great answer. All right. I, I do wanna be cognizant of time and the, all the other sessions we have. [00:53:14] Vince Menzione: So we’ll just take one other question if there are any here and if not, we’ll let I know. Jay, you’re gonna be mingling around for a little while before your flight. I’m [00:53:21] Jay McBain: here the whole day. [00:53:22] Vince Menzione: You, you’re the whole day. I see that Jay’s here the whole day. So if you have any other questions and, and, uh, sharing the deck is that. [00:53:29] Vince Menzione: Yep. Alright. We have permission to share the deck with the each of you as well. [00:53:34] Jay McBain: Alright, well thank you very much everyone. Jay. Great to have you.
ServiceNow to acquire cybersecurity startup Armis MacSync Stealer adopts quieter installation Nissan customer data stolen in Red Hat raid Thanks to our episode sponsor, ThreatLocker Want real Zero Trust training? Zero Trust World 2026 delivers hands-on labs and workshops that show CISOs exactly how to implement and maintain Zero Trust in real environments. Join us March 4–6 in Orlando, plus a live CISO Series episode on March 6. Get $200 off with ZTWCISO26 at ztw.com.
i'm wall-e, welcoming you to today's tech briefing for wednesday, december 24th. dive into today's top tech stories: servicenow acquires armis: servicenow boosts its cybersecurity offerings by acquiring armis for $7.75 billion, enhancing its portfolio amid a challenging ipo environment. aflac data breach: aflac confirms a data breach impacting 22.6 million customers, with federal investigations into potential links with the hacking group scattered spider. amazon expands alexa+: amazon integrates alexa+ with platforms like angi and expedia, aiming to streamline user interactions by 2026. fcc bans new foreign-made drones: a ban on new foreign-made drones, impacting dji, is imposed citing national security concerns aligning with efforts to bolster u.s. industry competitiveness. writers sue ai companies: authors, including john carreyrou, sue major ai firms over claims of unauthorized use of their books for ai training, pushing the debate on creative rights vs. technological advancement. that's all for today. we'll see you back here tomorrow!
Exploring Leadership and AI with Anand Tharanathan In this engaging episode of our podcast, we delve into the world of leadership and Artificial Intelligence with Anand Tharanathan, GVP of Product Research and Insights at ServiceNow. Anand shares his journey from an individual contributor to a leadership role, emphasizing the importance of empathy, mentorship, and learning from failure. He discusses his unique perspective on leadership drawn from his experiences in sports and how this has influenced his professional growth. Anand also provides insights into the rapidly evolving field of AI, comparing it with human automation and highlighting the importance of keeping the human element in the loop. He addresses the challenges and nuances of designing AI systems that enhance human capabilities rather than replace them. Additionally, Anand discusses how to strike a balance between being product-centric and people-centric, and the crucial role of adaptability in navigating technological advancements. Towards the end of the conversation, Anand outlines a framework for effectively using AI and advises on avoiding common pitfalls when integrating AI into new products. This episode is a must-watch for anyone interested in leadership, AI, and the future of technology. Join us and gain valuable insights from industry experts! Guest - Anand Tharanathan, GVP of Product Research and Insights at ServiceNowGuest Host - Apurva Korde 00:00 Introduction and Guest Welcome00:24 Discussing UX Research and AI01:18 Leadership Journey and Insights03:45 The Role of Mentors and Managers09:59 Design Leadership vs. Conventional Leadership13:56 Balancing Product and People-Centric Leadership17:55 Adapting to Rapid Technological Changes18:56 Navigating the AI Revolution19:14 Staying Calm and Curious in the AI Era20:45 Insights from a Tech Leader on AI21:42 Designing Human-Centric AI Experiences26:32 The Importance of Human in the Loop31:24 Frameworks for AI Use and Misuse34:25 Building AI-Powered Products36:37 Balancing AI and Business Goals38:45 Concluding Thoughts on AISee omnystudio.com/listener for privacy information.
Exploring Leadership and AI with Anand Tharanathan In this engaging episode of our podcast, we delve into the world of leadership and Artificial Intelligence with Anand Tharanathan, GVP of Product Research and Insights at ServiceNow. Anand shares his journey from an individual contributor to a leadership role, emphasizing the importance of empathy, mentorship, and learning from failure. He discusses his unique perspective on leadership drawn from his experiences in sports and how this has influenced his professional growth. Anand also provides insights into the rapidly evolving field of AI, comparing it with human automation and highlighting the importance of keeping the human element in the loop. He addresses the challenges and nuances of designing AI systems that enhance human capabilities rather than replace them. Additionally, Anand discusses how to strike a balance between being product-centric and people-centric, and the crucial role of adaptability in navigating technological advancements. Towards the end of the conversation, Anand outlines a framework for effectively using AI and advises on avoiding common pitfalls when integrating AI into new products. This episode is a must-watch for anyone interested in leadership, AI, and the future of technology. Join us and gain valuable insights from industry experts! Guest - Anand Tharanathan, GVP of Product Research and Insights at ServiceNowGuest Host - Apurva Korde 00:00 Introduction and Guest Welcome00:24 Discussing UX Research and AI01:18 Leadership Journey and Insights03:45 The Role of Mentors and Managers09:59 Design Leadership vs. Conventional Leadership13:56 Balancing Product and People-Centric Leadership17:55 Adapting to Rapid Technological Changes18:56 Navigating the AI Revolution19:14 Staying Calm and Curious in the AI Era20:45 Insights from a Tech Leader on AI21:42 Designing Human-Centric AI Experiences26:32 The Importance of Human in the Loop31:24 Frameworks for AI Use and Misuse34:25 Building AI-Powered Products36:37 Balancing AI and Business Goals38:45 Concluding Thoughts on AISee omnystudio.com/listener for privacy information.
Plus: China's BYD logs another month of strong sales growth in Europe. And the U.S. bans new China-made drones. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Carl Quintanilla and Jim Cramer led off show with the weight loss drug wars: Shares of Novo Nordisk shares surged after the FDA approved the company's Wegovy pill — making it the first oral GLP-1 cleared by regulators for treatment of obesity. ServiceNow CEO Bill McDermott joined the program to discuss his company's deal to acquire cybersecurity startup Armis for $7.75 billion in cash. Hear what McDermott had to say about this year's slump in shares of ServiceNow and other software stocks. Also in focus: Q3 GDP shows 4.3% growth, the AI trade, countdown to Christmas and new data on holiday spending, Tesla gets a big price target boost on Wall Street, the stock that's getting a lift from President Trump's battleship announcement. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In today's Cloud Wars Minute, I explore what ServiceNow's potential $7B acquisition of Armis could mean for its cybersecurity strategy and its customers.Highlights00:06 — According to recent reports, ServiceNow is in advanced talks to acquire Armis, with more details expected to be announced in the coming days. Coverage from Bloomberg suggests that the deal could be worth up to $7 billion. I want to discuss what the introduction of Armis to the ServiceNow ecosystem could mean for customers.00:34 — Armis is a cyber exposure management and security company. The company's technology protects the integrity of an organization's attack surface and manages cyber risk exposure in real time. The company's flagship platform, Armis Centrix, is an AI-enhanced, cloud-native security solution that monitors an organization's digital attack surface.01:07 — If this deal goes ahead at the reported price, it would be by far the largest acquisition in ServiceNow's history. The addition of AI-enhanced cybersecurity tools that not only consistently monitor but also provide real-time priority protection would significantly boost ServiceNow's existing security capabilities. Visit Cloud Wars for more.
ServiceNow's Amit Zaveri talks with TITV Host Akash Pasricha about the company's $7.75 billion acquisition of cybersecurity firm Armis and their path to a $1 billion data analytics business. We also talk with The Information's Wayne Ma about NVIDIA's retreat from its ambitious cloud service goals and Cory Weinberg about why recent tech IPOs are struggling to trade above their debut price. Lastly, we get into Elon Musk's pitch for a 2026 SpaceX IPO and the reality of data centers in space with StarCloud CEO Philip Johnston.Articles discussed on this episode: https://www.theinformation.com/articles/poor-tech-ipo-performance-clouds-outlook-new-listingshttps://www.theinformation.com/articles/nvidia-restructures-cloud-team-retreating-aws-competitionhttps://www.theinformation.com/briefings/servicenow-acquire-armis-7-75-billionTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
Sander Schulhoff is an AI researcher specializing in AI security, prompt injection, and red teaming. He wrote the first comprehensive guide on prompt engineering and ran the first-ever prompt injection competition, working with top AI labs and companies. His dataset is now used by Fortune 500 companies to benchmark their AI systems security, he's spent more time than anyone alive studying how attackers break AI systems, and what he's found isn't reassuring: the guardrails companies are buying don't actually work, and we've been lucky we haven't seen more harm so far, only because AI agents aren't capable enough yet to do real damage.We discuss:1. The difference between jailbreaking and prompt injection attacks on AI systems2. Why AI guardrails don't work3. Why we haven't seen major AI security incidents yet (but soon will)4. Why AI browser agents are vulnerable to hidden attacks embedded in webpages5. The practical steps organizations should take instead of buying ineffective security tools6. Why solving this requires merging classical cybersecurity expertise with AI knowledge—Brought to you by:Datadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyMetronome—Monetization infrastructure for modern software companies: https://metronome.com/GoFundMe Giving Funds—Make year-end giving easy: http://gofundme.com/lenny—Transcript: https://www.lennysnewsletter.com/p/the-coming-ai-security-crisis—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/181089452/my-biggest-takeaways-from-this-conversation—Where to find Sander Schulhoff:• X: https://x.com/sanderschulhoff• LinkedIn: https://www.linkedin.com/in/sander-schulhoff• Website: https://sanderschulhoff.com• AI Red Teaming and AI Security Masterclass on Maven: https://bit.ly/44lLSbC—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Sander Schulhoff and AI security(05:14) Understanding AI vulnerabilities(11:42) Real-world examples of AI security breaches(17:55) The impact of intelligent agents(19:44) The rise of AI security solutions(21:09) Red teaming and guardrails(23:44) Adversarial robustness(27:52) Why guardrails fail(38:22) The lack of resources addressing this problem(44:44) Practical advice for addressing AI security(55:49) Why you shouldn't spend your time on guardrails(59:06) Prompt injection and agentic systems(01:09:15) Education and awareness in AI security(01:11:47) Challenges and future directions in AI security(01:17:52) Companies that are doing this well(01:21:57) Final thoughts and recommendations—Referenced:• AI prompt engineering in 2025: What works and what doesn't | Sander Schulhoff (Learn Prompting, HackAPrompt): https://www.lennysnewsletter.com/p/ai-prompt-engineering-in-2025-sander-schulhoff• The AI Security Industry is Bullshit: https://sanderschulhoff.substack.com/p/the-ai-security-industry-is-bullshit• The Prompt Report: Insights from the Most Comprehensive Study of Prompting Ever Done: https://learnprompting.org/blog/the_prompt_report?srsltid=AfmBOoo7CRNNCtavzhyLbCMxc0LDmkSUakJ4P8XBaITbE6GXL1i2SvA0• OpenAI: https://openai.com• Scale: https://scale.com• Hugging Face: https://huggingface.co• Ignore This Title and HackAPrompt: Exposing Systemic Vulnerabilities of LLMs through a Global Scale Prompt Hacking Competition: https://www.semanticscholar.org/paper/Ignore-This-Title-and-HackAPrompt%3A-Exposing-of-LLMs-Schulhoff-Pinto/f3de6ea08e2464190673c0ec8f78e5ec1cd08642• Simon Willison's Weblog: https://simonwillison.net• ServiceNow: https://www.servicenow.com• ServiceNow AI Agents Can Be Tricked Into Acting Against Each Other via Second-Order Prompts: https://thehackernews.com/2025/11/servicenow-ai-agents-can-be-tricked.html• Alex Komoroske on X: https://x.com/komorama• Twitter pranksters derail GPT-3 bot with newly discovered “prompt injection” hack: https://arstechnica.com/information-technology/2022/09/twitter-pranksters-derail-gpt-3-bot-with-newly-discovered-prompt-injection-hack• MathGPT: https://math-gpt.org• 2025 Las Vegas Cybertruck explosion: https://en.wikipedia.org/wiki/2025_Las_Vegas_Cybertruck_explosion• Disrupting the first reported AI-orchestrated cyber espionage campaign: https://www.anthropic.com/news/disrupting-AI-espionage• Thinking like a gardener not a builder, organizing teams like slime mold, the adjacent possible, and other unconventional product advice | Alex Komoroske (Stripe, Google): https://www.lennysnewsletter.com/p/unconventional-product-advice-alex-komoroske• Prompt Optimization and Evaluation for LLM Automated Red Teaming: https://arxiv.org/abs/2507.22133• MATS Research: https://substack.com/@matsresearch• CBRN: https://en.wikipedia.org/wiki/CBRN_defense• CaMeL offers a promising new direction for mitigating prompt injection attacks: https://simonwillison.net/2025/Apr/11/camel• Trustible: https://trustible.ai• Repello: https://repello.ai• Do not write that jailbreak paper: https://javirando.com/blog/2024/jailbreaks—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com
In this Unfiltered Stories episode, Hansa Iyengar sits down with NewRocket CEO Harsha Kumar to dismantle the AI hype and get real about how enterprises can drive outcomes, not just experiments. The conversation zeroes in on building AI you can trust, redefining services as software, and what enterprise leaders must do now to avoid becoming irrelevant in the AI-first era. The key takeaway from the discussion includes:AI is disrupting both low-end and high-end IT services models. Intelligent agents are transforming workflows, but you must design them right. Trust is the new differentiator for AI. Leaders must treat AI as a new operating model, not a side experiment. The ROI conversation must shift from cost savings to value realization.Enterprise leaders who treat AI as a science experiment will lose to those treating it as a new business operating model. The pilot phase is over—budget for AI, train for AI, and build for scale—or prepare to be disrupted. Also, check the HFS market impact report: “Reinvent your ServiceNow service model with agentic AI”, here: https://www.hfsresearch.com/research/servicenow-services-model/
Agentforce is everywhere and everything but in speaking to many ISVs, they are still wondering when is the right time to lean into AI with more than just a story. Where in the hype cycle are we is something I wonder about a lot. So I set out to find an ISV that is actually succeeding in the Agentforce world and that journey led me to Igor Stosic, CEO of Quadrix Soft who make Goat Email on the AppExchange, as my next guest on How We Got There. They are actually selling the first Agentforce use cases for customers, which has to be making AEs covering those accounts VERY happy. Igor is based out of Serbia so we touch on the geographical benefits and challenges around being an ISV out of Europe. They've found a lot of success driving leads from the AppExchange from a gtm perspective. We touch on what has been working and mistakes made along the way, sharing transparent feedback about how to build an app that goes wide so you can know what works for customers and lean into those items.But then we dove into the main topic of Agentforce. We touched on various concepts like how they came up with the Agentforce use case, how they monetize the Agentforce element, and much more. A specific example a use case where they use Agentforce is variability of tone based on the location of the customer that you are interacting with - sending an email to someone in the US looks different from sending an email to someone in Germany.If you are curious about Agentforce, this episode is for you. This episode is brought to you by Tequity Advisors . Tequity Advisors is a global sell-side M&A advisory firm with core expertise in SaaS and ISVs, Salesforce, ServiceNow, SAP, Microsoft, all things Data and AI, and the hyper scaler MSP cloud ecosystems with a focus on the Salesforce ecosystem and beyond! #salesforce #isv #gtm #salesforcepartners #appexchange
The AI trade certainly has the wobbles right now. The Nasdaq was down 1.8% and the SP500 1.1% overnight. Big tech had a session to forget with only Netflix and ServiceNow eking out a tiny 0.2% gain. Chip stocks were down even more sharply, with not one in the green at all. The action is in the resource sector currently. Silver continues its euphoric run to a record high of over US$65. Gold, copper and oil rallied. The VIX jumped another 8% and bitcoin fell 2% to $85kSPI futures are down 8 points. ASX to open lower. Gold and silver rise - Resources to continue to rally.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
A CMO Confidential Interview with Tom Stein, the Chairman and founder of Stein and Jann Schwarz, Senior Director of Marketplace Innovation at LinkedIn and founder of Think tank, The B2B Institute, who join us to discuss the 2025 Brand-to- Demand Maturity and the B2B Buyability studies. Tom and Jann share results showing the need to integrate brand and performance marketing in an era when the marketing funnel has collapsed needs fundamental re-thinking and Marketing Qualified Leads (MQLs) are still a key measure (in spite of data showing they've lost their usefulness). Tom and Jann explain why nearly all survey respondents acknowledge a problem but only 20% are taking action. Key topics include: why a good product or service are now "table stakes”; how buyer confidence, human connection and customer experience have become key Buyability differentiators; and the belief that B2B creative is way behind B2C on average. Tune in to hear why “demand-focused marketing" was one of the greatest brand misdirects of all time and a fabulous story of an alter boy accidentally dropping the Baby Jesus. The Truth Behind the Curtain in B2B: Brand + Demand, MQLs, and “Buyability” with Tom Stein & Jan SchwartzDescription:Mike Linton sits down with Tom Stein (Stein) and Jan Schwartz (LinkedIn's B2B Institute) to unpack new ANA research on brand–demand maturity and a bold operating model they call “buyability.” They cover why 80% of marketers say integration matters but aren't doing it, why MQLs are failing modern buying groups, how to financialize creative and brand, and what CEOs/boards should actually measure to accelerate revenue. Chapters:00:00 Intro & guest setup02:36 Why a brand–demand maturity study now05:36 The 80% integration gap07:17 Org design: why teams move slowly09:36 MQLs under fire (and better alternatives)10:45 Creative quality in B2B: reality check13:34 ServiceNow, Idris Elba, and distinctive assets15:01 The CEO/CFO/Board disconnect19:00 “Buyability” explained: becoming easier to buy22:12 Brand as a full-funnel commercial driver23:40 The funnel is broken; AI ups the stakes26:59 Playing offense: fewer, better buyer-group leads28:20 Financializing the case for change29:56 The budget stat that shocked everyone31:41 What to do now: category fame, trust, real metrics34:41 Funniest stories and practical parting advice37:35 Wrap & where to find more episodesTags:B2B marketing,brand and demand,buyability,MQL,pipeline velocity,CMO Confidential,Mike Linton,Tom Stein,Jan Schwartz,LinkedIn B2B Institute,ANA,B2B brand,B2B demand gen,marketing measurement,go to market,Salesforce,ServiceNow,Idris Elba,B2B creative,category fame,board metrics,CFO,CEO,CRO,sales alignment,MarTech,lead gen,buyer groups,brand strategy,revenue growthSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über das vorzeitige Feliz Navidad an der spanischen Börse, einen Rückschlag für Sanofi und einen Saugroboter-Hersteller, dem die Puste ausgeht. Außerdem geht es um Broadcom, Oracle, Nasdaq, iRobot, ServiceNow, Renk, Rheinmetall, Northrop Grumman, SpaceX, Tesla, Planet Labs, BlackSky, Satellogic, Palantir, Alteryx, Trimble, Hexagon, TomTom, Garmin, Teledyne, Alphabet, Microsoft und Amundi MSCI Greece (WKN: LYX0BF). Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Chinese data shows the nation's economic slowdown deepened in November, Hong Kong pro-democracy activist and media mogul Jimmy Lai was convicted on all charges in a landmark national security trial, Sanofi shares are down after two setbacks for the company's multiple sclerosis treatment, ServiceNow is reportedly in talks to buy cybersecurity startup Armis, and Zootopia 2 has hit $1 billion at the box office. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ben and Tom discuss iRobot's bankruptcy, ServiceNow's latest acquisition, and the Fed chair search narrowing to two Kevins. Song: Christmas in Dixie - AlabamaFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Evercore's Julian Emanuel breaks down today's market action and what's in store for investors in 2026. White House AI and Crypto Czar David Sacks on the latest AI executive order from the Trump administration, the government's strategy on exports to China and worries about job loss. ServiceNow CEO Bill McDermott talks the company's AI strategy, dealmaking and more. Plus, our Eunice Yoon reports on China's AI toymakers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Trump administration launched a new governmentwide hiring program Monday aimed at filling technology hiring gaps in federal agencies with workers who will serve in two-year stints. That program, dubbed the U.S. Tech Force, is being spearheaded by the Office of Personnel Management and has buy-in from private-sector tech companies that will serve as partners in the hiring initiative.The first cohort of recruits will be roughly 1,000 individuals who will range from early-career data scientists and engineers to engineering managers from the private sector. According to a release from OPM, their mission will be to accelerate AI adoption in government and fulfill a priority of the Trump administration. On a call with reporters Monday, OPM Director Scott Kupor said the goal of the program isn't to get workers to commit to “a 40-year career in federal government.” While that's welcome, he said, the aim is to “get the benefit of really smart people working on some of the world's most complex and difficult problems” and provide them with an opportunity, if they so choose, to then go work in the private sector. More than two dozen technology companies have already agreed to Tech Force partnerships, including Amazon Web Services, Meta, Microsoft, xAI, Anduril, Nvidia, Oracle, Adobe and ServiceNow. Those companies have not made firm agreements to hire program alumni but can do so in line with their needs, Kupor said. The commitment that OPM has made to those partners, he said, is “to do a great job of recruiting fantastic people.” The White House and Office of Personnel Management shared more details last Wednesday about the effort to transition federal government HR platforms to a single system, outlining a timeline and expectations. In a memo to agency leaders, Office of Management and Budget Director Russell Vought and OPM Director Scott Kupor said the transition portion of the administration's “Federal HR 2.0” project will take place over the next two years, with some agencies coming online earlier than others. Agencies must also stop current projects related to their current systems unless they have an exception. Kupor said in an emailed statement with the memo: “For too long, taxpayers have footed the bill for duplicative HR systems that no modern organization would tolerate. Today's announcement is a major win for efficiency, accountability, and good government.” The memo is the latest action in the Trump administration's push to centralize HR systems as a way of saving money. Per the document, the government currently has more than 100 “core human capital management” systems, and the administration expects that consolidating those systems — as well as HR services — will save billions. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast on Apple Podcasts, Soundcloud, Spotify and YouTube.
Today's guest is Jesal Mehta, Founder and CEO at Aavenir. Founded in 2019, Aavenir is an AI-powered SaaS platform that streamlines Source-to-Pay processes by automating procurement, vendor onboarding, contract lifecycle, obligations and accounts-payable. Built on ServiceNow, it unifies procurement, legal, finance and compliance teams with real-time insights, scalable workflows and strong security. Aavenir helps enterprises accelerate contract cycles, reduce costs, manage risk and simplify procurement operations globally.Jesal is a seasoned enterprise software executive with deep experience driving product growth through innovative strategies and high-performing teams across India and the USA. He brings strong leadership in Procure-to-Pay and contract management, including ownership of a flagship CLM product and execution of cross-functional strategies for aggressive growth. He has also built and led offshore development centers in India, managing full delivery, services and support while scaling organizations through leading SI partnerships.In the episode, Jesal discusses:0:00 Techie-turned-leader specialising in CLM and platform solutions2:50 Aavenir's focus on AI-enabled, native ServiceNow source-to-pay solutions with integrated CLM4:16 Becoming a ServiceNow-focused firm delivering modern AI-powered source-to-pay transformations6:28 Complementing ServiceNow by delivering deep, missing source-to-pay capabilities9:12 How he built a remote, domain-expert team trained on ServiceNow11:34 Why domain knowledge and empathy matter more than technology platforms13:58 How AI supercharges products and internal productivity for faster delivery17:00 Why innovation, customer focus and joy drive everything they do
Prosper Trading Academy's Scott Bauer talks all about transportation and tech on today's Big 3. He highlights opportunity in Boeing's (BA) recent consolidation, ServiceNow's (NOW) significant sell-off, and Uber Technologies' (UBER) potential to rebound back to all-time highs. Scott offers example options trades for his picks while Rick Ducat gives his technical analysis into the stocks. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Aktien hören ist gut. Aktien kaufen ist noch besser. Unser Partner Scalable Capital ist jetzt Bank und bietet euch dadurch jetzt noch bessere Konditionen. Mehr Infos findet ihr unter: scalable.capital/oaws. Broadcom crasht trotz solider Zahlen. Was da los? Deutsche Bahn pusht Traton & BYD. Trump pusht Tilray, Canopy & Co. ServiceNow bringt Google Rendite. Intel bringt eigenem CEO Rendite. Coca-Cola hat Probleme mit Costa. Vergesst KI. Rendite geht auch mit Kokosnüssen. Vita Coco (WKN: A3C53H). Visa (WKN: A0NC7B) und Mastercard (WKN: A0F602) sind so günstig wie lange nicht. Aber auch so bedroht? Diesen Podcast vom 15.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Wall Street was subdued as investors brace for a busy week of jobs data, with US stocks edging lower while Treasuries firmed as the Fed rate debate continued. In company news, Tesla shares pushed toward a record high for the first time this year, while ServiceNow fell as analysts weighed the merits of its Armis acquisition. In commodities, oil prices slipped as the broader supply outlook offset disruptions to Venezuelan flows, copper rose on a weaker US dollar, and gold climbed to a seven-week high. Back home, Aussie shares are expected to fall ahead of consumer confidence data. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ Jen Odess, Group Vice President of Partner Excellence at ServiceNow, joins Vince Menzione to discuss the company’s incredible transformation from an IT ticketing solution to a leading AI-native platform for business transformation. Jen dives deep into how ServiceNow has strategically invested in and infused AI into its unified platform over the last decade, enabling over a billion workflows daily. She also outlines the critical role of the partner ecosystem, which executes 87% of all implementations, and reveals the company’s strategic initiatives, including its commitment to the hyperscaler marketplaces, the goal to hit half a billion dollars in annual contract value for its Now Assist AI product, and the push for partners to adopt an ‘AI-native’ methodology to capitalize on the fact that customers still want over 70% of AI buying to be done through partners. Key Takeaways ServiceNow is an ‘AI-native’ company, having invested in and built AI directly into its unified platform for over a decade. The company’s core value today is in its unified AI platform, single data model, and leadership in workflows that connect the entire enterprise. ServiceNow will hit $500 million in annual contract value for its Now Assist AI products by the end of 2025, making it the fastest-growing product in company history. An astonishing 87% of all ServiceNow implementations are done by its global partner ecosystem, highlighting their crucial role. The company is leveraging the half-trillion-dollar opportunity of durable cloud budgets by driving marketplace transactions and helping customers burn down cloud commits using ServiceNow solutions. To win in the AI era, partners must adopt AI internally, co-innovate on the platform, and strategically differentiate themselves to rank higher in the forthcoming agentic matching system. Key Tags: ServiceNow, AI-native platform, Now Assist, Jen Odess, partner excellence, workflow leader, AI platform for business transformation, hyperscalers, Microsoft Azure, Google Cloud, AWS, marketplace transactions, cloud commits, AIDA model, agentic matching, F-Pattern, Z-Pattern, group vice president, MSP, GSI, co-innovation, autonomous implementation, technical constraints, visual hierarchy, UX, UI, responsive design. Ultimate Partner is the independent community for technology leaders navigating the tectonic shifts in cloud, AI, marketplaces, and co-selling. Through live events, UPX membership, advisory, and the Ultimate Guide to Partnering® podcast, we help organizations align with hyperscalers, accelerate growth, and achieve their greatest results through successful partnering. Transcript: Jen Odess Audio Podcast [00:00:00] Jen Odess: The AI platform for business transformation, and I love to say to people, it sounds like a handful of cliche words that just got stacked together. The AI platform for business transformation. Yeah. We all know these words, so many companies use ’em, but it is such deliberate language and I love to explain why. [00:00:20] Vince Menzione: Welcome to, or welcome back to The Ultimate Guide to Partnering. I’m Vince Menzi on your host, and my mission is to help leaders like you achieve your greatest results through successful partnering. Today we have a special leader, Jen Odes is the GVP for Partner Excellence at ServiceNow. And joins me here in the studio in Boca Raton. [00:00:40] Vince Menzione: Jen, welcome to the podcast. Thanks, Vince. It’s so great to be here. I am so thrilled to welcome you. To Boca Raton, Florida. Our podcast home look at this amazing background we have Here is this, and this is where we host our ultimate partner Winter retreat. Actually, in February, we’re gonna give that a plug. [00:00:58] Vince Menzione: Okay. I’d love to have you come back. I’d love to have an invite. And you flew in this morning from Washington DC [00:01:04] Jen Odess: I did. It was 20 degrees when I left my house this morning and this backdrop. Is definitely giving me, island South Florida like vibes. It’s fabulous. [00:01:13] Vince Menzione: And we’re gonna talk about ServiceNow. [00:01:14] Vince Menzione: And you’re also opening an office down here? We [00:01:17] Jen Odess: are [00:01:17] Vince Menzione: in West Palm Beach. Not too far from where we are. Yes. Later 2026. Yeah. I love that. And then so we’ll work on the recruiting year, but let’s dive in. Okay. So thrilled to have ServiceNow and to have you in the room. This has been an incredible time for your organization. [00:01:31] Vince Menzione: I have been watching, obviously I work with Microsoft. We’ve had Google. In the studio, Amazon onboard as well. And other than those three organizations, I can’t think of any other legacy organization that has embraced AI more succinctly than ServiceNow. And I thought we’d start there, but I really wanna spend some time getting to know you and getting to know your role, your mission, and your journey to this incredible. [00:01:57] Vince Menzione: Leadership role as a global vice president. We’ll talk about Or [00:02:01] Jen Odess: group. Group Vice president. I know it doesn’t roll off the tongue. I get it. A group vice president doesn’t roll. [00:02:05] Vince Menzione: G-V-P-G-V-P doesn’t roll off the time. And in some organizations it is global. It is in other organizations, it’s group. So let’s, you’re not [00:02:12] Jen Odess: the first to say global vice president. [00:02:14] Jen Odess: Okay. I’ll take either way. It’s fine. [00:02:15] Vince Menzione: Yeah. Yeah. And might be a promotion. Let’s talk. Let’s talk about that. Let’s talk about you and your career journey and your mission. [00:02:22] Jen Odess: Yeah, so I’ve been at ServiceNow for five years. In fact, January will be like the five year anniversary and then it will be the beginning of my sixth year. [00:02:31] Jen Odess: Amazing. And I actually got hired originally to build out the initial partner enablement function. So it didn’t really exist five years ago. There was certainly enablement that happened to Sure. All individuals that were. Using, consuming, buying ServiceNow, working with ServiceNow. But the partner enablement function from pre to post-sale, that whole life cycle didn’t exist yet. [00:02:54] Jen Odess: So that was my initial job. I got hired to run partner enablement and it before. And how big [00:02:59] Vince Menzione: was your partner organization at that point? It must have been pretty small. [00:03:01] Jen Odess: It was actually not as small as you would think. Gosh, that’s a great question. You’re challenging my memory from five years ago. [00:03:08] Jen Odess: I know that we’re over 2,500 partners today and we add hundreds every year, so it had to have been in the low one thousands. Wow. Is where we were five years ago. But the maturity of the ecosystem is grossly larger today than it was then. I can imagine. So back then there was less than 30,000 individuals that were skilled on ServiceNow to sell or solution or deliver. [00:03:34] Jen Odess: Today there’s almost a hundred thousand. Wow. So yeah that’s like the maturity in the capability within the ecosystem. But before I start on my ServiceNow and my group vice president. Which is a great role, by the way. Group Vice President. Yeah. Partner Excellence group. I’m very proud of it. [00:03:49] Jen Odess: But but let me tell you what brought me here, please. So I actually came from a partner, but not in the ServiceNow ecosystem. Okay. I won’t name the partner, but let’s just say it’s a competitor, a competitive ecosystem. And I worked for a services shop that today I would refer to as multinational. [00:04:11] Jen Odess: Kind of a boutique darling, but with over 1,500 consultants, so Okay. A behemoth as well? Yeah. Privately held. And we were a force to be reckoned with, and it was really fun. I held so many roles. I was a customer success manager. I led the data science practice at one point. I ran global alliances and partnerships. [00:04:35] Jen Odess: At one point I was the chief of staff to the CEO at the time that company was acquired. Big global si. And and then at one point I even spun off for the big global SI and helped run a culture initiative to transform co corporate culture. Wow. Very inside the whole organization. Wow. That is very, yeah. [00:04:54] Jen Odess: Really interesting set of roles. And the whole reason I came to ServiceNow is by the time I was concluding that journey in that ecosystem on the services side, I felt like. I didn’t fully understand what it meant to be on the software product side. And I often felt like I approached friction or moments of frustration and heartache with resentment for the software company. [00:05:20] Jen Odess: Sure. Or maybe just a lack of empathy for what they must be going through as well. It always felt like I was on the kind of [00:05:26] Vince Menzione: negative you were on the other side of the table. Totally. [00:05:27] Jen Odess: Yeah. And, or maybe like the redheaded stepchild kind of a concept as a partner. And so I sought out to. Learn more, which is probably a big piece of my journey is just constant curiosity. [00:05:38] Jen Odess: Nice. And I thought I think the thing I’m missing is seeing what it means firsthand to be on the software product side. And that was what led me to a career at ServiceNow. Five years strong. Yeah. So [00:05:50] Vince Menzione: talk about partner experience for those who don’t know what that means. [00:05:53] Jen Odess: Yeah. Today my role is partner excellence, but it used to be partner experience. [00:05:58] Jen Odess: Okay. And so the don’t. Yeah, that’s normal to say both things. And they actually mean two very different things. [00:06:04] Vince Menzione: Yeah, I would say so. [00:06:05] Jen Odess: And we deliberately changed the title about a year ago. So today, partner Excellence is about really ensuring that we build a vibrant AI led ecosystem. And that’s from the whole life cycle of the partner, from the day they choose to be a partner and onboard, and hopefully to the day they’re just. [00:06:23] Jen Odess: Thriving and growing like crazy, and then across the whole life cycle of the customer pre to post sale. So it’s, we are almost like the underpinning and the infras infrastructure. Someone once said it’s like we’re the insurance policy of all global partnerships and channels. That’s how we operate across global partnerships and channels and service Now. [00:06:42] Vince Menzione: And you have a very intimate relationship with those partners. We’re gonna dive in on that as well. Yes. But let’s talk about this time like no other. I talk about tectonic shifts at all of our events. People that listen to our podcasts know we talk about the acceleration of transformation, and it’s happening so fast. [00:06:58] Vince Menzione: It was happening fast even during COVID. But then. I’ll call this date or time period, the November 20, 22 time period when Chat GPT launched. Oh yeah. And that really changed the world in many respects, right? Yeah. Microsoft had already leaned in with chat, GPT, Google, we talked to Google about this. [00:07:17] Vince Menzione: Even having them in the room was like, they were caught flatfooted in a way, and they had a lot of the technology and they didn’t lean in. But it feels like ServiceNow was one of the first, certainly on the ISV side of the house and refer to the term ISV. Loosely, because hyperscalers are ISVs as well. [00:07:34] Vince Menzione: They were early to lean in and have leaned it in such a way from a business application perspective that I believe we haven’t seen embracing and infusing AI into your platform. I was hoping we could dive in a little bit on ServiceNow from a. Kinda legacy, what the organization was and is today. [00:07:56] Vince Menzione: And then also this infusion of AI into the platform. If you don’t mind, [00:07:59] Jen Odess: I love this topic. Okay. And I feel like it’s such a privilege to talk about ServiceNow on this topic because we really are a leader in the category. I’ll almost rewind back to over 20 years ago when the company was founded. [00:08:11] Jen Odess: Today, fast forward, we are so much more than an IT ticketing company. We are, [00:08:16] Vince Menzione: but that was the legacy. That’s how I knew service now 20 years ago. [00:08:19] Jen Odess: And what a beautiful legacy. Yeah. But we have expanded immensely beyond that. And that’s the beautiful story to tell customers. That’s so fun. [00:08:28] Jen Odess: But what what I love is that. So 20 years ago, that was where we started. And today, do you know that over a billion workflows are put to work every single day for our customers? A billion [00:08:38] Vince Menzione: workflows, over a billion workflows. That’s crazy. [00:08:40] Jen Odess: And 87% of all implementations for ServiceNow were done by partnerships. [00:08:46] Jen Odess: And channels. That’s fantastic. So you think about those billion plus workflows daily, all because of our partner ecosystem. This is my small plug. I’m just very proud 80, proud 86%. [00:08:56] Vince Menzione: Did you hear that? Part’s 86%. [00:08:57] Jen Odess: Amazing. And so that’s like what we’re, that’s what we’re a leader in the category. We are a leader in workflows categorically. [00:09:05] Jen Odess: But then over a decade ago, we started investing in ai. We started building it right into our platform, and this becomes the next kind of notch on our belt, which is we are a unified platform. Nothing is bolted on, nothing is just apid in. Yeah, it is a unified platform. So all of that AI that for the past decade we’ve been building in into our platform. [00:09:28] Jen Odess: Just in our AI platform, which is now what we are calling it, the AI platform. [00:09:34] Vince Menzione: And I would say that unless you were a startup starting up from scratch today and building on an LLM, we were building in a way I don’t think any other organization’s gonna actually state that [00:09:45] Jen Odess: what’s actually why we call ourselves AI native. [00:09:47] Jen Odess: Yeah, beca for that exact reason. And that’s who we’re competing with a lot these days, is the truly AI native startups where they didn’t have, the 20 years. Previously that we had, but that’s what makes us so unique in the situation, is that unified AI platform, a single data model that can connect to anything. [00:10:07] Jen Odess: And then the workflow leader. And when you put all those things together, AI plus data, plus workflows and that’s where the magic happens. Yeah. Across the enterprise. It’s pretty cool. [00:10:17] Vince Menzione: That is very cool. And you start thinking about, and we start talking about agent as a, as an example. Let’s talk about this for a second. [00:10:23] Vince Menzione: You, when what is this bolt-on, we could use the terms co-pilot, we could use Ag Agent ai, but they are generally bolted onto an existing application today. So take us through the 10 years and how it has become a portion or a significant portion. Of ServiceNow. [00:10:41] Jen Odess: When say the question a little bit more. [00:10:43] Jen Odess: Like when you say it’s, yeah, when which examples have bolted on? [00:10:47] Vince Menzione: So exa, we, what we see today is the hyperscalers coming out with their own solution sets, right? They’re taking and they’re offering it up to their ecosystem to infuse it into their product and portfolio. To me, those that look like bolted on in many respects, unless it’s an AI need as a native organization, a startup organization. [00:11:07] Vince Menzione: They’re mostly taking and re-engineering or bolting onto their existing solutions. [00:11:12] Jen Odess: I follow. Yeah. Thank you for giving me a little more context. So I call this our any problem. It’s like one of the best problems to have we can connect into. Anything, any cloud, any ai, any platform, any system, any data, any workflow, and that’s where any hyperscaler, and that’s the part that makes it so incredible. [00:11:32] Jen Odess: So your word is bolt on, and I use the word any the, any problem. Yeah. We’ve got this beautiful kind of stack visual that just, it’s like it just one on top of the other. Any. Any, and no one else can really say that. I gotta see [00:11:45] Vince Menzione: that visual. Yeah. Yeah. So talk about this a little bit more. So you’re uniquely positioned. [00:11:52] Vince Menzione: Let’s talk about how you position, you talked about being AI native. What does that imply and what does that mean in terms of the evolution of the platform? From ticketing to workflows to the business applications? What are the type of applications Yeah. Markets, industries that you’re starting to see. [00:12:08] Jen Odess: So I’ll actually answer this with, taking on a small, maybe marketing or positioning journey. So there was a time when our tagline would be The World Works with ServiceNow. There was a time when it was, we put AI to work for people and today and it, I think it was around Knowledge 2025, this came out. [00:12:28] Jen Odess: It was the AI platform for business transformation. And I love to say to people, it sounds like a handful of. Cliche words that just got stacked together. The AI platform for business transformation. Yeah. We all know these words, so many companies use ’em, but it is such deliberate language and I love to explain why. [00:12:46] Jen Odess: So the first is the AI platform is calling out that we are an AI native platform. We are a unified platform. It’s a chance to say all that goodness I already shared with you. Yeah. And the business transformation is actually telling the story of no longer being a solution. Point or no longer being an individual product that does X. [00:13:06] Jen Odess: It’s about saying. The ServiceNow platform can go north to south and east to west across your entire enterprise. Okay. Up and down the entire tech stack. Any. And then east to west, it can cut across the enterprise, the C-suite, the buying centers, all into one unified AI platform. With one data model. [00:13:26] Jen Odess: I love it. And so I love that AI platform for business transformation actually has so much purpose. [00:13:32] Vince Menzione: It does. So you’re going across the stack, so you’re going all the way from the bottom layer, all the way up to the top from the ue. Ui. And then you’re going across the organization, right? You’re going across the C-suite, you’re going across all the business functions of an organization. [00:13:46] Vince Menzione: Correct. And so the workflows are going across each of those business functions? [00:13:49] Jen Odess: Correct. And then our AI control tower is sitting at the very top, governing over all of it. [00:13:53] Vince Menzione: I love the control tower. [00:13:54] Jen Odess: I know the governance, security risk protocol, managing all the agents interoperability. Yeah. [00:14:01] Vince Menzione: And then data at the very bottom right. [00:14:03] Vince Menzione: Controlling all those elements and the governance of the data and the right, the cleanliness of the data and so on. Yeah. That’s incredible. I we could probably talk about business applications. I know one, in fact, I’ve had a person sit in this, your chair from we’ll call it a large GSIA very significant GSI one of the top five. [00:14:21] Vince Menzione: And they took ServiceNow and they applied it to their business partnering function. And they used, and we, you probably don’t know about this one, but I know that that’s a, an example of taking it and applying it all across all the workflows, across all the geographies of the organization and taking a lot of the process that was all done manually. [00:14:40] Vince Menzione: That was stove pipe business processes that were all stove piped and removing the stove pipe and making for a fluid organizational flow. [00:14:47] Jen Odess: And I’ll bet you the end user didn’t even realize ServiceNow was the backend. That’s some of the greatest examples actually. [00:14:53] Vince Menzione: Yeah. Yeah. So Jen, we work with all the hyperscalers. [00:14:56] Vince Menzione: We have a very strong relationship with Microsoft. Goes back many years, my back to my days at Microsoft and we’ve had Google in the room. We have AWS now as well. We bring them all together because we believe that partners work with, need to work with all three. And I know that you have had an interesting transformation at ServiceNow around the hyperscalers. [00:15:16] Vince Menzione: I was hoping you could dive in a little deeper with us. [00:15:19] Jen Odess: Yeah. We are so proud of our relationships with the hyperscalers, so the same three, so it’s Microsoft Azure, Google Cloud, and AWS. And really it’s it’s a strategic 360 partnership and our goal is really to drive marketplace transactions. [00:15:34] Jen Odess: So ServiceNow selling in all of their marketplaces and then. Burn down of our customers cloud commits. I love it. It’s really a beautiful story for our customers and for the hyperscalers and for ServiceNow. And so we’ve, it’s brand, it’s a brand new announcement from late in the year 2025. Love it. And we’re really excited about it. [00:15:51] Vince Menzione: Yeah. And then we, and we get all of the marketplace leaders in the room. So we’ve worked with all of those people. And one of the key points about this is there is over a half a trillion dollars in durable cloud budgets with customers that [00:16:08] Vince Menzione: Already committed to, I know, so that tam available, a half a trillion dollars is available to customers to burn down and utilize your solutions and professional services with partners as well in terms of driving a complete solution. [00:16:21] Jen Odess: That’s exactly the motion we’re pushing is to go and leverage those cloud commits to get on ServiceNow and in some cases, maybe even take out other products to go with ServiceNow and actually end up funding the transition to ServiceNow. Yeah. Yeah. [00:16:37] Vince Menzione: So you serve thousands of customers today, thousands of customers. [00:16:42] Vince Menzione: I can’t even. Fathom the exact number, but you have this partner ecosystem that you described, and their reach is even more incredible, like hundreds of thousands. Yeah. So tell us a little bit more about how you think about that, and then how do you drive the partner ecosystem in the right way to drive this partner excellence that you described. [00:17:02] Jen Odess: Yeah, that’s a great question. So yeah, thousands of ServiceNow customers and we’re barely scratching the surface in comparison to our partners customers. So we have over 2,500 partners Wow. In our ecosystem. And today they cut across what I would call five routes to market. That partners can go to market with ServiceNow. [00:17:21] Jen Odess: Okay. The first is consulting and implementation. This will be your classic kind of consulting shop or GSI approach. The second is resell, just like it sounds. Yep. [00:17:30] Vince Menzione: Transactional. [00:17:31] Jen Odess: Yep. The third is managed service provider. [00:17:33] Vince Menzione: Okay. [00:17:34] Jen Odess: The fourth is what we call build, which is. The ISV, strategic Tech partner realm, and then the fifth is hyperscaler. [00:17:43] Jen Odess: Those are the five routes to market. So partners can choose to be in one or all or two. It doesn’t matter. It’s whichever one fits the kind of business they want to go drive. Nice. Where they’re. Expertise lies. And then we’ve got partners that show up globally, partners that show up multinational and partners that show up regionally and then partners that show up locally, in country and that’s it. [00:18:06] Jen Odess: And we really want a diverse set of partners capable of delivering where any of our customers are. So it’s important that we have that dynamic ecosystem where we really push them. We’re actually trying hard to balance this. Yeah, you would’ve heard it from many of your other partners. This direct versus indirect. [00:18:24] Jen Odess: Yes. Motion. For anyone listening that doesn’t know the difference, right? Direct is ServiceNow is selling direct to a customer, there might be a partner involved influencing that will implement. Yeah, likely but ServiceNow is really driving the sale versus indirect where the whole thing routes through the partner. [00:18:39] Jen Odess: Right? Which is your classic reseller or managed service provider and often a an ISV. And you know that balance is never gonna be perfect ’cause we’re not gonna commit to go all direct or all indirect. We’re gonna continue to sit in this space where we’re trying to find a healthy balance. [00:18:56] Jen Odess: So I find a lot of our time trying to figure out how do you set all those parties up for success? Yeah. The parties are the ServiceNow field sellers? And then you’ve also got the partnerships and channels, so the ecosystem, and then you’ve got the people in global partnerships and channels. So my broader organization, and we’re all trying to figure out how to work harmoniously together and it’s a lot of, it is my job to get us there. [00:19:19] Jen Odess: And so we use lots of things like incentives and benefits and we will put in place gated entry, really strategic gated entry. What does [00:19:29] Vince Menzione: gated entry mean? [00:19:30] Jen Odess: Yeah. What I mean is if you want to have a chance at being matched with a customer Yeah. For a very specific deal. Or it’s really one of three to get matched. [00:19:41] Jen Odess: ‘Cause you can never match one-to-one. It has to be three or more. Okay. We have good compliance rules in place. Yeah. But in order to even. Like surface to the top of the list to be matched. There’s a gated entry, which is, you’ve gotta have validated practices. Okay. Which is how, it’s these various ways, as you described, you quantify and qualify the partner’s capabilities. [00:20:00] Vince Menzione: Yeah. So you have to meet these qualifications. Yes. And you could be one of three to enter and be. Potentially matched, considered significant or Yes. Match for this deal? [00:20:08] Jen Odess: Yes, that’s exactly right. So we use, various things like that. And then we try to carve what I would call dance card space reseller in commercial, try to sit here and like carve by geo, by region, by country dance card space as well to help the partners really know exactly where they can unleash versus, hey, this is the process and the rules of engagement. To go and sell alongside the direct org sales organization [00:20:33] Vince Menzione: and you’re gonna have multiple partners in the same opportunities. [00:20:37] Vince Menzione: Absolutely not. Not necessarily competing with each other. There’s three competing each with each other, but also you’re gonna have other partners that provide different capabilities as well. You might have that have some that are just transac. Those are gonna be those channel or reseller partners. [00:20:52] Vince Menzione: You might have an MSP that’s actually delivering, or at least providing some type of managed service on top of the stack. Like supporting the customer. Yeah. And then you might have an SI GSI an integration partner that’s also doing the con the consulting work around getting the solution to meet with the customer’s requirements. [00:21:12] Vince Menzione: Would you say [00:21:13] Jen Odess: so? That’s exactly right. Yeah. And actually in. AI era, we’re seeing more of it than ever. And even on the smaller deals, maybe not the GSIs on the smaller deals, but we’re seeing multiple partners come in to serve up their specific expertise, which is actually a best practice. That’s [00:21:33] Vince Menzione: terrific. [00:21:33] Jen Odess: We don’t want. If you’ve got an area that’s a blind spot and you’re a partner, but that’s something your customer is buying from you, there’s no harm in saying let’s bring in an expert in that category to deliver that piece of the business. That’s right. And we’ll maybe shadow and watch alongside. [00:21:46] Jen Odess: So we’re seeing more and more of it. And I actually think like the world of. Partnerships and ecosystems. If I go back to like my previous ecosystem as well, it’s become so much more communal than ever before. Yes. This idea that we can share and be more open and maybe even commiserate over the things, gosh, I can’t believe we have the same frustrations or we have the same. [00:22:09] Jen Odess: Wow, that’s amazing. And you’re in this country. And I’m in this country. And so we’re seeing more and more coming together on deals which I really respect a lot. ’cause So one of the new facts we’ve just learned actually, Vince, is that. Of all the ai buying that customers are doing out there, they actually still want over 70% of it to be done by partners. [00:22:32] Vince Menzione: Yes. [00:22:33] Jen Odess: So even though it looks like it could be maybe set up easy configured, easy plug and play it. It to get, it’s not real ROI. You still need a partner with expertise in that industry or that domain, or in that location or in that language to come and bring the value to life. And we will certainly accelerate, help accelerate time to value with things that ServiceNow will do for our partners. [00:22:56] Jen Odess: But if over 70% is gonna go to partners and AI is so new, wouldn’t you want more than one partner Sometimes on a absolutely on a deal, at least while we’re all learning. I think we can keep ebbing and flowing [00:23:07] Vince Menzione: on this. We you, I dunno if Jay McBain, ’cause we’ve had him in the room here and he is a, he’s an analyst that does a lot of work around this topic. [00:23:14] Vince Menzione: And we talk about the seven seats at the table because there are, again, you need more you, first of all, you need to have your trusted, you need to have the organizations that you work with. And you also, in the world of ai, with all of the tectonic shifts, all the constant changing that’s going on right now, I need to make sure that I have the right. [00:23:31] Vince Menzione: People by my side that I can trust, they can help me deliver what I need to deliver. ’cause it might have changed from six months ago. And the technology is changing. Everything is changing so rapidly right now. So again, having all those right people I want to pick up on something ’cause we talked a little bit about MSPs and they’ve become a favorite topic of ours. [00:23:52] Vince Menzione: I have become acutely aware of the Ms P community recently. I kinda looked at them as well. There’s little small partners, but you’ve suggested this as well. They have regional expert, they have expertise in a specific area. And can be trusted, and maybe you’re integrating multiple solution sets for a customer. [00:24:11] Vince Menzione: But we’ve seen this MSP community become very vibrant lately, and I feel like they woke up to technology and to AI in such a big way. Can you comment on that? [00:24:20] Jen Odess: So we feel and see the same thing I’ve always valued what managed service providers bring to the table. It’s like that. [00:24:26] Jen Odess: Classic are you a transformation shop or are you a ta? The tail end or the run business shop? And so many partners are like we’re both, and I wanna be like, but are you? But now I feel like we finally are seeing the run business is so fruitful. So AI is innovating. All the time. [00:24:46] Jen Odess: We, we are innovating as a AI platform all the time. What used to be six month, every six months family releases of our software. Yeah. It became quarterly and now we’re practically seeing releases of new innovation every six to eight weeks. So why wouldn’t you want a managed service provider? Paying close attention to your whole instance on ServiceNow and taking into account all the latest innovation and building it into your existing instance, and then looking out for what new things you should be bringing in. [00:25:20] Jen Odess: So that’s the beauty of the, it’s almost partnerships, observing, and then suggesting how to keep. Doing better and more and better versus always jumping straight back to complete redesign and transformation. Yeah, and that’s one of the things I like about the MSPs in this space. [00:25:36] Vince Menzione: So let’s broaden out from this part of the conversation ’cause you’re giving specific guidance to the MSPs, but let’s think about this whole partner community. [00:25:43] Vince Menzione: And you’ve seen this transformation coming over to ServiceNow and even within ServiceNow these last five years. How do these organizations need to think differently? And how do they need to structure their services in this newent world? [00:25:58] Jen Odess: Great question. There’s really four things that I think they have to be thoughtful of. [00:26:02] Jen Odess: The first is maybe the most obvious they have to adopt AI as their own ways of doing work methodology. Delivery, whatever it is, because only through the, it’s not about taking out people in jobs, it’s about doing the job faster, right? It’s about getting the customer to value faster so that adoption of AI will make or break some partners. [00:26:24] Jen Odess: And our goal is that every partner comes on the other side of this AI journey, thriving and surviving. So we’re really pushing. This agenda. And maybe later I can talk to you a little bit more about this autonomous implementation concept. Please. ’cause I that will [00:26:37] Vince Menzione: resonate. So you’re saying they need to, we used to use the term eat their own dog food. [00:26:41] Vince Menzione: Now it’s drink your own champagne. Yeah. But they need to adopt it as well internally. [00:26:46] Jen Odess: Yeah. And I think whether they’re using, I hope they’re using ServiceNow as like a client, zero. To do some of that adoption. But there’s lots of other tools that are great AI tools that will make your job and your day-to-day life and the execution of that job easier. [00:26:59] Jen Odess: So we want them adopting all of that. The second is, we really need to see partners. Innovating on the ServiceNow platform. Yeah. And whether that’s building agents AI agents that go into the ServiceNow store, whether it’s building a really fantastic solution that we wanna joint jointly go to market with, or maybe it’s one of those embedded solutions you were commenting where the end user doesn’t even know that the backend, like a tax and audit solution that is actually just. [00:27:29] Jen Odess: The backend is all ServiceNow. Yeah. But that partner is going to market and selling it to all their customers. Exactly. So I think this co-innovation is gonna be a place that we will really win in market. The third is if a partner wants to stand out right now, they have to differentiate on paper too. [00:27:47] Jen Odess: It’s gotta like what does that mean? So if there’s 2,500 partners. And it’s not like we don’t walk around and just say, you should talk to this partner. Yeah. Or here’s my secret list. You should, we don’t do that. That’s not good business and it’s not compliant. So we have algorithms that take all the quantitative and qualitative data on our partners and they know all the data points ’cause it’s part of the partner program Nice. [00:28:10] Jen Odess: That they adhere to and then ranks them on status. And all those data points are what I’m referring to as on paper. You’ve gotta be differentiated. So whether or not you wanna be great at one thing or great across the whole thing, think about how all of those quantitative and qualitative data points are making you stand out, because that’s where those matches that I was referring to. [00:28:35] Jen Odess: Yes. That’s where that’s gonna come to life. And it’s skills, it’s capabilities. It’s deployments. So Proofpoint and deployments, customer success stories, csat, all the things. So [00:28:47] Vince Menzione: those are all the qualifi qualifiers for and more, but those are the types [00:28:49] Jen Odess: of qualifications. Yeah. [00:28:51] Vince Menzione: And then do your, does your sales organization do a match against that based on a customer’s requirements that they’re working with and who they work with and co-sell with? [00:29:00] Jen Odess: And I feel like you just lobbed me the greatest question. I didn’t even know you were gonna ask it, but I’m so glad you did. So today. Today there is something called a partner finder, which is which is nice, but it’s a little bit old school in a world of ai. Yeah. So you go to servicenow.com, you click partner from the top navigation, and then it says find a partner and you can literally type in the products you’re buying the country, you’re, that you’re headquartered out of. [00:29:26] Jen Odess: Whatever thing you’re looking for. And it will start to filter based on all those data points, the right partners, and you can actually click right there to be connected to a partner. So lead generation. Okay, interesting. But where we’re going is a agentic matching right in our CRM for the field. Oh. So those data points are gonna matter even more, and that’s where the gated. [00:29:48] Jen Odess: I say gated entry, which is probably too extreme, right? It’s really gated. If you wanna surface toward the top, there’s gated parameters to try to surface to the top, but those data points will feed the algorithm and it will genetically match right in our CRM for the field. Who are the best suited partners? [00:30:09] Jen Odess: Would you like to talk to them? [00:30:10] Vince Menzione: Okay. And so is it. Partner facing? Is it sales team facing [00:30:14] Jen Odess: Right now? It’s sales. It’ll, when it goes live, it will be sales team facing. Okay. But we have greater ambition for what partners can do with it. Yeah. Not just in the indirect motion, but also what partners may be able to do with it to interface with our field. [00:30:30] Jen Odess: The. [00:30:31] Vince Menzione: The, yeah the collaboration [00:30:33] Jen Odess: opportunity. Which is always a friction point that we’re working on [00:30:36] Vince Menzione: always because it’s very manual. It’s people intensive. Yeah. Partner development managers sitting on both sides of the equation and the interface between the sales organization and a partner organization is not always the. The easiest. So right. Automated, quite a bit of that. [00:30:49] Jen Odess: My boss is obsessed with the easy button, which I know is a phrase many of us in the US know from I think it’s an Office Depot, all these ways in which we can have easy button moments for the partner ecosystem is what we’re trying to focus on. [00:31:01] Jen Odess: I love the easy button. [00:31:02] Vince Menzione: Yeah. And I love your boss too. Yeah, he’s fabulous. Fabulous. So Michael and I go back like many years ago. You must have, [00:31:08] Jen Odess: yeah. You must have had paths crossing on numerous occasions. [00:31:12] Vince Menzione: Yeah we we worked together micro I’m going to hijack the session for a second here. [00:31:16] Vince Menzione: But when I first came to Microsoft, he was leading a, the se, a segment of the business, and he invited me to come to his event and interviewed me on stage at his event. [00:31:26] Jen Odess: No way. [00:31:26] Vince Menzione: And we got to know each other and yeah. So he was terrific. He was what a great find for, oh, he’s for service now. [00:31:32] Vince Menzione: He’s really [00:31:32] Jen Odess: has been a fantastic addition [00:31:34] Vince Menzione: to the global partnerships and channels team. And Michael, we have to have you on the podcast. Yes. Or cut down here in the studio at some point too with Jen and I. That’d be great. So this is terrific. We are getting it’s an incredible time. [00:31:44] Vince Menzione: It’s going so fast this time, 2022 was, seems like it was five, it feels like it was almost 10 years ago now. It wasn’t that we just started talking about it and you were implementing AI 10 years ago, but it wasn’t getting the attention that it’s getting today. And it really wasn’t until that moment that it really started to kick off in a way that everybody, yeah. It became pervasive overnight I would say. But now we’re starting 2026, like we’re at. This precipice of time and it’s continuing. I don’t even know what 2030 is gonna look like, right? So I’m a partner. [00:32:16] Vince Menzione: What are the one, two, or three things that I need to do now to win over and work with ServiceNow? [00:32:23] Jen Odess: One, two or three things? I’ll tell you the first thing. So today ServiceNow will end up hitting 500 million in annual contract value in our Now Assist, which is our AI products by the end of 2025, which is the fastest growing product in all of ServiceNow history. [00:32:37] Jen Odess: That’s one product that’s so there’s lots of SKUs. Yeah, but it is. It’s our AI product. Yeah. And it is, but yeah, because of all the various ways. [00:32:45] Vince Menzione: So half a billion dollars, [00:32:46] Jen Odess: half a billion by the end of 2025. And I think, someone’s gonna have to keep me honest here, but if memory serves me right, the first skews didn’t even launch until 2024. [00:32:54] Jen Odess: So we’re talking about wow, in a year it’s fast. Over 1,700 customers are live with our now assist products. Again, in a matter of, let’s call it over, a little over a year, 1,700 partners. So I think the first thing a partner needs to do is they’ve gotta get on this AI bandwagon, and they’ve gotta be selling and positioning AI use cases to their customers, because that’s the only way they’re gonna get. [00:33:20] Jen Odess: Experience and an opportunity to see what it feels like to deliver. So we have to do that. And I think you could sell a big use case like that big, we talked north, south, east, west, you could do that whole thing. Brilliant. But you could also start small. Go pick a single use case. Like a really simple example of something you wanna, some work you wanna drive productivity on. [00:33:41] Jen Odess: Yeah. And make sure you’ve got multiple stakeholders that love it and then go drive proving that use case. That’s what we’re telling a lot of partners. That’s the first thing. The second is they have got to build skills on AI and they have to keep up with it. And so we’re trying to really think about our broader learning and development team at ServiceNow is just next level. [00:34:00] Jen Odess: And they’re really re-imagining how to have more real time bite size. Training and enablement that will help individuals keep up with that pace of innovation. So individuals have got to get skilled. Yes. On AI today, of that a hundred thousand or so individuals in the ecosystem right now, about 35% of those individuals hold one or more AI credential. [00:34:25] Jen Odess: Again, that’s in a little over a year, which is the fastest growing skill development we’ve ever had, but it should be a hundred percent. Yeah. All of our goals should be that every account is being sold ai. ’cause that’s where the customer’s gonna get to value a ServiceNow is if they have the AI capabilities. [00:34:40] Jen Odess: And [00:34:41] Vince Menzione: how are you providing enablement and training? Is it all online? It’s, we have [00:34:44] Jen Odess: all sorts of ways of doing it. So that we have ServiceNow University, which is just a really robust, learning platform. Elba is our professor in residence. Very cool. Which is very cool. And they’re all content. [00:34:57] Jen Odess: Is free to partners. The training is free to partners that is on demand. Beyond that, partners can still get, instructor led training, whether that’s in person or virtual. And then my team offers enablement. That’s a little bit more, it’s like not formal training, it’s more like hands-on labs and experiences. [00:35:17] Jen Odess: We bring in lots of groups that sit around me that help and we very cool hands on with partners face-to-face. And do you do an annual event where you bring all these partners together? No, because we do we have three major milestones a year for partners. So the first is at sales kickoff, which is coming up the third week in January. [00:35:33] Jen Odess: And alongside sales kickoff is partner kickoff. Okay. And so we do a whole day of enabling them. So that’s your [00:35:39] Vince Menzione: partner kickoff? [00:35:40] Jen Odess: That’s partner kickoff. But of the, of all the partners in the ecosystem, it’s not like they can all make it. So we still also record and then live stream some of the content there. [00:35:49] Jen Odess: Then at Knowledge, there’s a whole partner track at Knowledge and same concept. Yeah, it’s like it’s all about customers and we wanna, build as much pipeline and wow as many customers as possible, but we also need to help our partners come along the journey. Then the third and final moment is in September, always, and it’s called our Global Partner Ecosystem Summit. [00:36:08] Jen Odess: We should have you, I’d love to join this next year. I love that. And it’s really, that’s the one time if sales kickoff is all about the sales motion in the field and knowledge is all about the customers and getting customers value. Global Partner Ecosystem Summit is only about the partners, what they need, why they need it, and what we’re doing to make their lives easier. [00:36:28] Jen Odess: I love it. Yeah. I’ll be there September. I love it. Dates yet set yet? I have to, it’s getting locked. I’ll get it to you. [00:36:34] Vince Menzione: Okay. All right. I’ll, we’ll be there. Okay. So you’ve been incredible. I just love having you. We could spend hours, honestly, and I want to have you back here. I’d love to, I have you back for a more meaningful conversation with the hyperscalers. [00:36:45] Vince Menzione: Talk to some of the partners that join us at Ultimate Partner events. We’ll find a way to do that, but I have this one question. It’s a favorite question of mine, and I love to ask all my guests this. Okay. You’re hosting a dinner party. And you could host a dinner party anywhere in the world. We could talk about great locations and where your favorite places are, and you can invite any three guests from the present or the past to this amazing dinner party. [00:37:11] Vince Menzione: We had one guest who wanted to do them in the future, like three people that hadn’t reached a future date. Whom would you invite Jen and why? [00:37:21] Jen Odess: Oh, first of all, you’re hitting home for me because I love to host dinner parties. I actually used to have a catering company. This is like one of those weird facts that, we didn’t talk about my pre services and ecosystem days, but I also had a catering company, so I love cooking and hosting dinner parties. [00:37:38] Jen Odess: So this is a great question. I feel like it’s a loaded question and I have to say my spouse. I love my husband dearly, but I have. To invite Lee to my dinner party. Okay. He’s in [00:37:47] Vince Menzione: Lee’s guest number one. Lee’s [00:37:49] Jen Odess: guest, number one. And the reason why is, first of all, I love him dearly, but he’s super interesting and he has such thought provoking topics to, to discuss and ways of viewing the world. [00:38:00] Jen Odess: He’s actually in security tech, so it’s like a tangential space, but not the same. [00:38:05] Vince Menzione: Yeah. But an important space right now, especially. Yeah. And [00:38:07] Jen Odess: he, yeah. And he’s, he’s just a delight to be around. So he’d be number one. Number two would be Frank Lloyd Wright. [00:38:15] Vince Menzione: Frank. Lloyd Wright. [00:38:17] Jen Odess: Yeah. I am an architecture and design junkie. [00:38:21] Jen Odess: Maybe I don’t do any of it myself, though. I dabble with friends that do it, and I try to apply it to my home life when I can. And Frank Lloyd Wright sort of embodies some of my favorite. Components of any kind of environment that you are experiencing, whether it’s a home or it’s an office building or it’s an outdoor space. [00:38:39] Jen Odess: I love the idea of minimalism and simplicity. I love the idea of monochromatic colors. I love the idea of spaces that can be used for multipurpose. And then I love the idea of the outside being in and the inside being out. I love it. So I would like love to pick his brain on some of his, how he came up with some of his ideas. [00:38:59] Jen Odess: Fascinating for some of his greatest. Yeah. Designs. Okay. That’s number two. Number three, I think it would be Pharrell Williams. Really? Yeah, I, Pharrell Williams. Yeah. I love fashion music and all things creativity. He’s got that, Annie’s philanthropic. He’s just yeah. The whole package of a good person. [00:39:26] Jen Odess: That’s super interesting and I very cool. I would love to pick his brain on what it was like to be behind the scenes on some of the fashion lines he’s collaborated with on some of his music collabs he’s had, and then just some of the work he’s doing around philanthropy. I would. I could just spend all night probably listening to him. [00:39:43] Jen Odess: This would be a [00:39:44] Vince Menzione: really cool conversation night. [00:39:45] Jen Odess: Don’t you wanna come to my dinner? Was gonna say, I’m sorry I didn’t invite you to identify. No [00:39:49] Vince Menzione: I was, can I bring dessert? [00:39:50] Jen Odess: Yeah. I come [00:39:50] Vince Menzione: for dessert. I, but it can’t, [00:39:51] Jen Odess: it has to be like a chocolate dessert. It’s gotta have [00:39:54] Vince Menzione: I love chocolate dessert. [00:39:55] Vince Menzione: Okay, great. So it would not be a problem for me, Jen. This is terrific. You have been absolutely amazing. So great to have you come here. Yeah. Such a busy time of year to have you make the trip here to Boca. We will have you back in the studio. I promise that I’ll have you back on stage. Stage. [00:40:10] Jen Odess: This is beautiful. [00:40:10] Jen Odess: Look at it. Yeah. This is [00:40:11] Vince Menzione: beautiful. And we transformed this into, to a room, basically a conference room. And then we also have our ultimate partner events. I would love to come, we would love to have you join us. Like I said, ServiceNow is such an impactful time. Your leadership in this segment market, and I wouldn’t say segment across all of AI in terms of all the use cases of AI is just so meaningful, especially for within the enterprise. [00:40:33] Vince Menzione: Yeah. Right now. So just really a jogger nut right now within the industry. So great to have you and have ServiceNow join us. So Jen, thank you so much for joining us. [00:40:42] Jen Odess: Thanks Vince. Appreciate the time. It’s a pleasure to be here. [00:40:44] Vince Menzione: Thank you very much. Thanks for tuning into this episode of Ultimate Eye to Partnering. [00:40:50] Vince Menzione: We’re bringing these episodes to you to help you level up your strategy. If you haven’t yet, now’s the time to take action and think about joining our community. We created a unique place, UPX or Ultimate partner experience. It’s more than a community. It’s your competitive edge with insider insights, real-time education, and direct access to people who are driving the ecosystem forward. [00:41:16] Vince Menzione: UPX helps you get results. And we’re just getting started as we’re taking this studio. And we’ll be hosting live stream and digital events here, including our January live stream, the Boca Winter Retreat, and more to come. So visit our website, the ultimate partner.com to learn more and join us. Now’s the time to take your partnerships to the next level.
In this episode, Avanish and Antonio discuss:BBVA's data transformation journey, including the strategic decision in 2017 to create a global data function at the executive committee level reporting to the CEO and ChairmanBuilding hybrid data architecture combining centralized lake house (AWS) with data mesh approaches to balance agility and control across global operations in regulated environmentsThe "eight robots" framework—a top-down AI transformation agenda targeting the most critical parts of BBVA's value chain, from digital client relationships to banker productivity to risk underwritingHow BBVA defines data democratization as "responsible access" not "open access," implementing strict governance while enabling self-service analytics in a highly regulated industryReal-world AI impact: solutions reducing tasks from 11 minutes to less than 1 minute, generative assistant "Blue" serving 20+ million clients in Spain and Mexico, and IVR improvements saving minutes to secondsThe partnership and ecosystem strategy leveraging enterprise-focused innovation through AWS, OpenAI, Google Gemini, and vertical solution providers to increase speed of learning and innovationWhy the "mode in this cycle is learning—how fast you can learn, how fast you can test hypotheses"—embracing experimentation and continuous improvement as models rapidly evolveAntonio's vision for the future: using AI and data to expand bankarization globally, serving underserved populations and fueling economic growth for families and businessesAbout the host:Avanish 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 Antonio Bravo, Global Head of Data at BBVAAntonio started his career in 2009 as a consultant focused in Technology, Media and Telecom. There he had the opportunity to learn how (mobile) internet growth blurs barriers between different industries and makes them converge. One of those industries is finance. He joined BBVA in 2011 to be part of its transformation strategy, and since then he has had different jobs. Started working in the Strategy & M&A area, with focus on the BBVA Ventures team (today Propel) investing in fintech startups, continued with a role in Digital Banking Strategy team, and later in 2015 assumed the responsibility of Business Development in South America (Argentina, Chile, Colombia, Perú, Venezuela, Uruguay and Paraguay).He also held the responsibility of Agile Organization until July 2019, focused in scaling the Agile methodology through-out the entire organization, more than 33.000 people including holding and countries, to improve quality, time to market, productivity and team engagement.From July 2019 until September 2021 he held the responsibility of IT Strategy & Control within BBVA, a function that manages some of the core IT functions at a global level, such as IT strategy, finance, vendor management, PMO, first line of defense and IT spin-offs.Since September 2021 he holds the position of Head of Sustainability Strategy & Business Development, where he contributes to the design of the strategic plan for all segments and manages investment in descarbonization funds. In January 2024 he was also appointed as Head of Corporate and Investment Banking Strategy, Industrial client coverage and cross border business.In January 2025 was appointed Global Head of Data at BBVA. Antonio is responsible of leading the transformation of the Group towards a data-driven company.About BBVA:BBVA is a global financial services group founded in 1857. The bank is present in more than 25 countries, has a strong leadership position in the Spanish market, is the largest financial institution in Mexico and it has leading franchises in South America and Turkey. In the United States, BBVA also has a significant investment, transactional, and capital markets banking business.BBVA contributes with its activity to the progress and welfare of all its stakeholders: shareholders, clients, employees, providers and society in general. In this regard, BBVA supports families, entrepreneurs and companies in their plans, and helps them to take advantage of the opportunities provided by innovation and technology. Likewise, BBVA offers its customers a unique value proposition, leveraged on technology and data, helping them improve their financial health with personalized information on financial decision-making.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
Les agents IA permettent aujourd'hui une "hyper-automatisation" des tâches en entreprise. C'est la mission que s'est fixée la startup française MindflowInterview : Evan Bourgouin, Directeur des opérations de MindflowL'hyper-automatisation agentique, concrètement, qu'est-ce que cela change pour les entreprises ?Nous automatisons les tâches répétitives dès qu'un humain, un ordinateur et un processus entrent en jeu. Beaucoup d'organisations utilisent déjà des services comme AWS, Microsoft Azure ou encore Salesforce et SAP, mais ces systèmes restent souvent isolés.Chez Mindflow, notre obsession, c'est l'intégration : connecter chaque service, chaque opération, au niveau le plus granulaire.Sur cette base, nous automatisons des processus dans la cybersécurité, l'IT ou les ressources humaines — par exemple l'onboarding d'un collaborateur, la création d'accès, de rôles, de comptes sur des outils comme Jira ou un CRM. Ce sont des tâches indispensables, mais pas celles où la valeur humaine est la plus forte.Quel est l'impact sur la cybersécurité et la charge des équipes ?Dans la cybersécurité, recevoir 100 alertes par jour sur un SIEM comme Splunk ou Microsoft Sentinel est devenu courant. Avec une équipe restreinte, une partie finit forcément par ne pas être traitée.Nous automatisons donc une part de ces réponses, tout en gardant l'humain dans la boucle.Cela change radicalement le quotidien : c'est un secteur où l'épuisement professionnel est très élevé. Les jeunes analystes arrivent et se font submerger par les tâches répétitives. En retirant cette charge, on leur permet de se concentrer sur l'analyse et la résolution de nouvelles menaces.Les utilisateurs vont du C-level jusqu'à l'alternant : chacun retrouve une capacité à créer, à améliorer son travail, en s'appuyant sur la plateforme.Automatisation ou agentique : comment expliquer la différence ?L'automatisation est déterministe : même input → même output.L'agentique, elle, adapte son comportement en fonction du contexte — par exemple une alerte différente sur ServiceNow ou une anomalie détectée dans un ERP. Mais on n'a pas besoin d'IA partout : certaines entreprises ne souhaitent pas envoyer leurs données dans des modèles d'IA pour des raisons de confidentialité.La vraie différence, c'est que nous avons résolu le problème de l'intégration, ce qui fait de Mindflow « l'IA du dernier kilomètre ». Une fois qu'on sait se connecter à AWS, Azure, Salesforce, Jira, un ERP ou un data lake, l'agent peut vraiment agir. Sans intégration, rien n'est possible.Comment une entreprise démarre-t-elle un projet d'automatisation ?Tout commence par une volonté interne et une culture favorable. Avec nos clients — souvent de grands groupes comme LVMH, Hermès, Thales ou Auchan — nous réalisons un état des lieux : où sont les goulots d'étranglement, quelles équipes sont surchargées, quels profils veulent devenir "builders".Une fois l'intégration réalisée, tout s'accélère. Les quick wins sont fréquemment dans la cyber, l'IT ou le support opérationnel, mais chaque entreprise a ses propres cas d'usage, même si elles utilisent parfois les mêmes outils.-----------♥️ Soutien : https://mondenumerique.info/don
Recorded December 5, 2025 As December pretends to be festive while refusing to fully commit to Christmas, the AV SuperFriends gather to celebrate that special time of year when inboxes are ignored, productivity is optional, and every project update is deferred. Naturally, this means the conversation focuses on patent lawsuits, seasonal anxiety, and the true meaning of future-proof… which, as it turns out, might actually mean sealed in concrete for eternity. From Barco's latest courtroom adventure to the existential question of who actually owns and maintains the hundreds of learning spaces PCs on campus, the panel wanders joyfully into topics no one planned for but everyone has opinions about. Sprinkle in questionable NDI workflows, a debate over whether ServiceNow stories should start with "Once upon a time," and at least one visceral reaction to USB extenders, and you've got yourself a classic AVSF experience. News story: https://www.ravepubs.com/barco-yealink-patent-verdict-clickshare/ AI-generated alternate show titles Once Upon a ServiceNow Ticket Future-Proofed… and Future-Ruined Legal AV: The Trend Nobody Wanted The Great PC Custody Battle Reserved, Reversed, Whatever; Lawyers Are Involved NDI, USB, and Other Seasonal Nightmares December: Now Technically Christmas-Adjacent Far superior human-created alternate show titles: It depends, it's diapers Immensely reserved Buckets are bigger than cans Future proof Zip tied off to all these rafters A hot dog is not a sandwich You seem to have it made here It happens so magical I don't know all the details We can biotrack 'em We have one support desk except for the… What do you mean by general support? Stop picking on me! We got some weird ask from some faculty When did we talk about this? I'm gonna cram it in somewhere You missed one thing, Marc I don't have any PC problems Church benches We stream live every Friday at about 315p Eastern/1215p Pacific and you can listen to everything we record over at AVSuperFriends.com ▀▄▀▄▀ CONTACT LINKS ▀▄▀▄▀ ► Website: https://www.avsuperfriends.com ► Twitter: https://twitter.com/avsuperfriends ► LinkedIn: https://www.linkedin.com/company/avsuperfriends ► YouTube: https://www.youtube.com/@avsuperfriends ► Bluesky: https://bsky.app/profile/avsuperfriends.bsky.social ► Email: mailbag@avsuperfriends.com ► RSS: https://avsuperfriends.libsyn.com/rss Donate to AVSF: https://www.avsuperfriends.com/support
Traditional software engineering job listings have dropped by 70%, yet Forward Deployed Engineer (FDE) roles have exploded by over 800% this year. We sit down with Mo Fagir, Principal Technical Consultant at ServiceNow, to break down exactly why this shift is happening and how you can pivot your career to ride this AI adoption wave.In this episode, we cover:The massive market shift: Why "pure coding" jobs are declining while FDEs are booming.The exact technical stack and soft skills required to land these high-paying roles.How to overcome imposter syndrome and build a portfolio that gets you hired, even as a junior.Why this isn't just a trend, but the future of how engineering delivers value.Connect with Mo Fagir:https://www.linkedin.com/in/mo-nour-tarigTimestamps:00:00:00 - Intro00:01:14 - Why software jobs dropped 70% while FDEs grew over 800%00:02:55 - Why companies can't implement AI without Forward Deployed Engineers00:05:36 - Is this career path safe for traditional software engineers?00:07:54 - The exact technical stack you need to master today00:10:48 - Moving from engineering scope to product centric thinking00:16:15 - Can juniors and early career devs get hired as FDEs?00:19:12 - How to build a portfolio that gets you hired00:22:17 - Why passion and attitude beat experience in the AI era00:24:33 - How to train yourself to have a sense of urgency00:29:05 - Can introverts succeed in client facing engineering roles?00:32:17 - Lessons learned from interning at NASA and researching AI00:35:09 - Are we in an AI bubble that will burst soon?00:40:34 - Does becoming an FDE risk vendor lock-in for your career?00:43:36 - Final advice for engineers entering the 2025 job market#ForwardDeployedEngineer #FDE #SoftwareCareers
Highlights00:24 — I think we're seeing some very interesting competitive battling between Palantir and ServiceNow, head to head, emerging over two categories. One, this AI platform position that they're both talking about relentlessly as sort of the core of their strategic value. And secondly, they're both on this kick now about who is the defining software company of the 21st century, of the generation.01:57 — Both are talking up the power of the AI platform as the foundation for what companies need to succeed in this new AI-centric future. Which one has the right approach? How are they trying to position their companies, their capabilities, their ecosystems, to be able to take advantage of that? These are some of the things that I get into in detail in a later article.02:19 — We've also got both claiming that their results are just the greatest thing ever relative to the Rule of 40, which is for high-growth companies. You want to have a combination of 20% growth or more for revenue and 20% growth or more for margins, to have those equal 40 or more. Both exceed that number.03:26 — Who's got the momentum? Who's positioning themselves right in this sweet spot for businesses moving into this AI future, right? Who's going to be able to put together the tools that control the agents, that let all the data that's needed for IE come through? How are they able to build applications easily on top of this?04:05 — But right now, I think ServiceNow and Palantir are the ones that have the most focus on this AI platform vision. And it was fun to sort of look at this. In the article, we look at some of the comments from the Q3 earnings call from ServiceNow CEO Bill McDermott, and also from Palantir's Chief Revenue Officer, Ryan Taylor. Visit Cloud Wars for more.
Most companies are still learning how to use chatbots and copilots—but what happens when AI doesn't wait for a prompt? In this episode of Today in Tech, host Keith Shaw speaks with Bhavin Shah, CEO of Moveworks, about the rise of ambient agents: AI tools that proactively take action across enterprise systems before users even know help is needed. Discover how these autonomous agents are redefining workflows, slashing IT response times, boosting compliance, and delivering real ROI, far beyond reactive chatbots or copilots. Key topics: What makes ambient agents different from traditional AI agents Real-world examples from IT, HR, and enterprise automation How enterprises can integrate agents with tools like Slack, ServiceNow, and Salesforce Why trust, privacy, and gradual adoption are critical The psychology of automation and user behavior When and where we'll see ambient agents become mainstream Subscribe for more deep dives into generative AI, automation, and enterprise tech.
Today's guest is Peter Castillo, Director of Technology Operations Center Platforms at Toyota Financial Services. Founded in 2000, Toyota Financial Services help millions of Toyota customers drive the vehicle of their dreams, thanks to their flexible financing and leasing, voluntary protection products and well-rounded auto insurance offerings. Inspired to always strive for quality, convenience and consistency, one of their main goals is to deliver exceptional customer service that matches the exceptional quality of Toyota vehicles.With over 25 years of engineering experience and 15 years leading and managing critical systems in highly regulated environments, Peter combines technical expertise with thoughtful, strategic leadership. He is a servant leader who strongly believes in the power of conversation, identifying the most efficient path from Point A to Point B, the importance of time and perspective, and rarely is something more important not to stand up and turn the vinyl record to Side B.In the episode, Peter discusses:0:00 His career journey from odd jobs to ServiceNow expert3:42 Toyota Financial Services as world's largest auto lender, focusing on vehicle financing5:21 His role to focus on scaling and modernizing Toyota's mature ServiceNow platform9:04 Balancing stability, technical debt and innovation through thoughtful AI adoption12:41 Promoting ServiceNow's value, talent development and internship opportunities at Toyota17:21 Offering stability, strong culture and customer-focused innovation
Salesforce has officially completed its acquisition of Informatica three months ahead of schedule, but the real story on the recent earnings call was the company's aggressive pivot to "Agentforce," which was mentioned (a lot) during the presentation. In this breakdown, we analyze how Informatica serves as the critical software infrastructure layer, providing the clean data integration needed to power Salesforce's agentic AI products and automate customer workflows.We also dive into the financials, looking at how Informatica contributes approximately 5% to revenue and 3% to free cash flow, while Salesforce shares trade at an attractive 18x trailing price-to-free cash flow. Finally, we discuss our broader investment strategy: while semiconductor valuations remain elevated, we are finding significant value in enterprise SaaS, leading to recent additions in our portfolio including Salesforce, Monday.com, and GitLab.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:00:00 - Salesforce 00:08 - Informatica Acquisition Completed Early 00:53 - The Pivot to "Agentforce" (75 Mentions!) 02:40 - Infrastructure Layer: What Informatica Actually Does 04:14 - Financial Impact: Revenue & Free Cash Flow 05:22 - Q4 Guidance & Operating Margins 06:33 - Current Valuation: P/E & Free Cash Flow Multiples 07:18 - Strategy Shift: Rotating from Semis to SaaS 07:44 - Other Holdings: ServiceNow, Monday.com, GitLab 08:14 - Finding Value in Software vs. SemiconductorsIf 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. #Salesforce #CRM #Informatica #AgentForce #SaaS #AI #StockMarket #Investing #EnterpriseSoftware #TechStocks #ValueInvestingNick and Kasey own shares of Salesforce, Monday.com, Gitlab, UiPath, Servicenow
This week, we discuss AWS re:Invent announcements, Agentic Development, and OpenAI's Code Red. Plus, a Digital ID field test and more on silverware sorting. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/Xl7lVVTd4DM?si=APR633y2hmXPHHdb) 549 (https://www.youtube.com/live/Xl7lVVTd4DM?si=APR633y2hmXPHHdb) Runner-up Titles Did you order the Code Red? In the year 2000 Jane go swiftly Another day in the coal mine Goal Driven Development I want to believe Prove me wrong AI's going to dig this hole faster Tornado of Innovation Revenue times Story Rundown SiteAngel - bonus press quote from Brandon (https://www.nextgov.com/digital-government/2000/10/angel-watches-over-web-sites/243841/) AWS Amazon announces $50B investment to expand AI and supercomputing capabilities for US government (https://siliconangle.com/2025/11/24/amazon-announces-50b-investment-expand-ai-supercomputing-capabilities-us-government/) Top announcements of AWS re:Invent 2025 (https://aws.amazon.com/blogs/aws/top-announcements-of-aws-reinvent-2025/) All the biggest news from AWS' big tech show re:Invent 2025 (https://techcrunch.com/2025/12/02/all-the-biggest-news-from-aws-big-tech-show-reinvent-2025/) AWS announces preview of AWS Interconnect - multicloud (https://aws.amazon.com/about-aws/whats-new/2025/11/preview-aws-interconnect-multicloud/) The Future of AWS CodeCommit | Amazon Web Services (https://aws.amazon.com/blogs/devops/aws-codecommit-returns-to-general-availability/) Nova Act (https://aws.amazon.com/blogs/aws/build-reliable-ai-agents-for-ui-workflow-automation-with-amazon-nova-act-now-generally-available/) Code Red OpenAI CEO declares “code red” as Gemini gains 20 0 million users in 3 months (https://arstechnica.com/ai/2025/12/openai-ceo-declares-code-red-as-gemini-gains-200-million-users-in-3-months/) Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI: FT (https://www.cnbc.com/2025/12/03/anthropic-claude-reportedly-preparing-ipo-race-openai-chatgpt-ft-wilson-sonsini-goodrich-rosati.html) Microsoft stock sinks on report AI product sales are missing growth goals (https://www.cnbc.com/2025/12/03/microsoft-stock-ai-foundry-sales.html) AI & Cloud Trends for November 2025 (https://www.thecloudcast.net/2025/12/ai-cloud-trends-for-november-2025.html) Relevant to your Interests Under My Roof Home Inventory + App - App Store (https://apps.apple.com/us/app/under-my-roof-home-inventory/id1524335878) Thoma Bravo invests in Azul (https://www.finextra.com/pressarticle/108009/thoma-bravo-invests-in-azul) Streamline Development with the Google Workspace Extension (https://allen.hutchison.org/2025/11/19/bringing-the-office-to-the-terminal/) As its voice dictation app takes off, Wispr secures $25M from Notable Capital | TechCrunch (https://techcrunch.com/2025/11/20/as-its-voice-dectation-app-takes-off-wispr-secures-25m-from-notable-capital/) Valve makes almost $50 million per employee (https://www.tomshardware.com/video-games/pc-gaming/valve-makes-almost-usd50-million-per-employee-raking-in-more-cash-per-person-than-google-amazon-or-microsoft-gaming-giants-350-employees-on-track-to-generate-usd17-billion-this-year) HelixGuar (https://helixguard.ai/blog/malicious-sha1hulud-2025-11-24)d (https://helixguard.ai/blog/malicious-sha1hulud-2025-11-24) What to know about a recent Mixpanel security incident (https://openai.com/index/mixpanel-incident/) ServiceNow to Expand Security Portfolio With Acquisition of Veza's Leading AI-native Identity Security Platform (https://www.businesswire.com/news/home/20251201652471/en/ServiceNow-to-Expand-Security-[…]tion-of-Vezas-Leading-AI-native-Identity-Security-Platform) Vista-Backed LogicMonitor Buys Monitoring Startup Catchpoint (https://www.bloomberg.com/news/articles/2025-12-02/vista-backed-logicmonitor-buys-mon[…]ing-startup-catchpoint?srnd=phx-deals&embedded-checkout=true) Google releases Nano Banana Pro, its latest image generation model (https://techcrunch.com/2025/11/20/google-releases-nano-banana-pro-its-latest-image-generation-model/) Years of JSONFormatter and CodeBeautify Leaks Expose Thousands of Passwords and API Keys (https://thehackernews.com/2025/11/years-of-jsonformatter-and-codebeautify.html) Netflix kills casting from phones (https://www.theverge.com/news/834655/netflix-phone-casting-chromecast-support-killed) Nonsense Victorian Name Generator (https://codebeautify.org/victorian-name-generator) Conferences cfgmgmtcamp 2026 (https://cfgmgmtcamp.org/ghent2026/), February 2nd to 4th, Ghent, BE. Coté speaking and doing live SDI with John Willis. DevOpsDayLA at SCALE23x (https://www.socallinuxexpo.org/scale/23x), March 6th, Pasadena, CA Use code: DEVOP for 50% off. CFP open until Dec. 1st. Devnexus 2026 (https://devnexus.com), March 4th to 6th, Atlanta, GA. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Dampf Good BBQ (https://guide.michelin.com/us/en/north-carolina/cary_2986745/restaurant/dampf-good-bbq) Matt: UmamiPapi (https://umamipapi.com.au/) chilli oil Coté: Anta (https://anta-keelpastilles.nl/smaken/classic/), slightly more in English (https://www.dutchexpatshop.com/en/anta-flu-classic.html). Also XdgBaseDirs (https://cote.io/2025/12/02/an-xdg-library-for-java.html). Photo Credits Header (https://unsplash.com/photos/a-wooden-block-spelling-the-word-website-on-a-table-Vagh0KcwvwQ)
On this episode of the GovCon Giants Podcast, Eric sits down with Mario Antwine, Yale and Howard grad, M&A strategist, and new owner of Pearl Interactive Network, to break down how a finance guy bought an eight-figure federal contractor and is now scaling it like a private equity platform. Mario shares why he targeted GovCon specifically, how he acquired Pearl sight unseen, and the operational upgrades he's made to modernize a 20-year-old business process outsourcing company serving HHS, DOD, VA, and DHS. You'll hear how he thinks about systems, advisors, and culture, why he's aggressively hunting small-business teaming partners, and why the future of GovCon belongs to companies that pair mission-driven work with tech-enabled innovation. Key Takeaways: Buy, don't just build: Mario used acquisition—backed by strong advisors and a clear thesis—to enter GovCon and rapidly step into large, long-term federal contracts instead of starting from scratch. Teaming as a growth engine: Pearl is actively looking for small-business partners in digital transformation, cloud/ServiceNow, behavioral health, automation, and IT help desk across HHS, Defense Health, VA, and DHS. Platforms > one-off contracts: The winners in the next phase of GovCon will be those who build repeatable systems, tech-enabled delivery models, and mission-focused platforms that agencies and primes can't imagine operating without. Learn more: https://federalhelpcenter.com/ https://govcongiants.org/ Encore Funding: https://www.encore-funding.com/ Tony's Linkedin: https://www.linkedin.com/in/tony-gray-mba-bdp/ Website: https://www.gbdassociation.org/
In this episode of the podcast, host Bobby Brill takes a break from hosting duties and introduces Shruti Shrivastava, Director of UX Research at ServiceNow in Bangalore, India. Shruti takes the reigns for this episode and interviews Averria Martin, Senior Director, UX Research. The conversation covers a range of topics including the application of AI in research, internal mobility at ServiceNow, and effective leadership strategies. Averria shares her personal and professional experiences, emphasizing the importance of work-life balance, growth mindset, and fostering a collaborative culture. The episode also highlights practical advice for transitioning from IC roles to leadership and the value of internal mobility and user-centric approaches in research. Guest - Averria Martin, Senior Director, UX ResearchGuest Host - Shruti Shrivastava, Director of UX Research 00:00 Introduction and Guest Introduction00:13 Meet Shruti Shrivastava01:10 Insights on AI in Research01:51 Interview with Averria Martin04:48 Work-Life Balance Tips06:53 Career Advice for Researchers09:27 Internal Mobility and Culture at ServiceNow12:47 AI and Research Technologies18:20 Collaboration and Leadership26:04 Final Thoughts and ConclusionSee omnystudio.com/listener for privacy information.
In this episode of the podcast, host Bobby Brill takes a break from hosting duties and introduces Shruti Shrivastava, Director of UX Research at ServiceNow in Bangalore, India. Shruti takes the reigns for this episode and interviews Averria Martin, Senior Director, UX Research. The conversation covers a range of topics including the application of AI in research, internal mobility at ServiceNow, and effective leadership strategies. Averria shares her personal and professional experiences, emphasizing the importance of work-life balance, growth mindset, and fostering a collaborative culture. The episode also highlights practical advice for transitioning from IC roles to leadership and the value of internal mobility and user-centric approaches in research. Guest - Averria Martin, Senior Director, UX ResearchGuest Host - Shruti Shrivastava, Director of UX Research 00:00 Introduction and Guest Introduction00:13 Meet Shruti Shrivastava01:10 Insights on AI in Research01:51 Interview with Averria Martin04:48 Work-Life Balance Tips06:53 Career Advice for Researchers09:27 Internal Mobility and Culture at ServiceNow12:47 AI and Research Technologies18:20 Collaboration and Leadership26:04 Final Thoughts and ConclusionSee omnystudio.com/listener for privacy information.
“This really levels the playing field for ITADs of all sizes.” — Doug Hughes, VP of Sales Operations, ReturnCenter In this special ASCDI edition of the Technology Reseller News podcast, Doug Green speaks with Doug Hughes of ReturnCenter about how the company's digital platform is helping ITADs modernize their return workflows and better serve enterprise customers. ReturnCenter is a digital platform that connects all stakeholders in IT asset returns, enabling ITADs to accept, track, and manage orders with full chain-of-custody visibility. The platform supports two primary customer paths: ServiceNow Platform® integration — Large enterprises using ServiceNow can install ReturnCenter's two certified apps in just hours. They can schedule pickups, track shipments, retrieve all documentation, and—through the optional Automate app—have asset records updated automatically throughout the disposal workflow, eliminating manual work and reducing compliance risk. Branded ITAD portal (custom URL) — For customers not using ServiceNow, ReturnCenter provides a fully branded, no-development portal that lets ITADs offer an enterprise-grade online experience. End users can place and track orders, view documentation, and manage returns of any scale, while ITADs maintain visibility from a single dashboard. Hughes notes that digital connectivity is becoming a “ticket to entry” for ITADs engaging large organizations. ReturnCenter enables even smaller providers to offer a modern, audit-ready customer experience—while preserving their personalized service. ITADs benefit from centralized visibility, streamlined documentation, improved SLA management, and a platform that supports growth into the enterprise segment. To learn more or request a demo, visit https://go.returncenter.com/podcast.
In an AI disrupted world, what do you do when technology is moving faster than your people? Heather Jerrehian, Silicon Valley CEO, investor, and co-author of Sail to Scale, reveals why trust, psychological safety, and human-centred leadership are now the critical skills CEOs need to navigate AI-driven disruption. For most organisations, AI doesn't fail because the tech isn't ready. It fails because people don't feel safe enough to adopt it. But for Heather, this moment became a masterclass in leading through uncertainty, navigating resistance, and bringing teams with her into the future. In this conversation with Rebecca Jenkins and Callum Jenkins, Heather explains what CEOs must understand about human behaviour, fear, change, and how to build the trust that makes transformation possible. This is not theory, it's hard-earned insight from someone who has launched, pivoted, scaled, and exited companies at the heart of the AI revolution, including a transformational acquisition by ServiceNow. What you'll learn in this episode: Why AI adoption fails inside organisations, and the hidden fears leaders aren't addressing. How to build psychological safety so your people don't resist AI, but embrace it. The leadership behaviours that create trust during periods of disruption. How Heather's ‘listening tour' revealed a market opportunity that changed the trajectory of her company. Why futurist leaders must learn the skill of bringing people with them, not running ahead alone. The four waves of growth from Sail to Scale, and how to navigate each one without losing your team. Why human-centred leadership is the only sustainable strategy in an AI-powered world. This is for: CEOs, Founders, and C-suite leaders navigating AI-driven change, organisational resistance, or the complexity of leading people through disruption. ----more---- Connect with Heather: LinkedIn: Heather Jerrehian X: @Jerrehian Book: Sail to Scale: Steer Your Startup Clear of Mistakes from Launch to Exit (Amazon) ----more---- LEAD TO SUCCEED is sponsored by RJEN The Revenue Architect. Get your Boardroom Briefing for Scalable Growth How to breakthrough revenue plateaus, even in difficult market conditions. Trusted by CEOs. Backed by results. Built for today's market. Access your copy here ----more---- Connect with the hosts Rebecca Jenkins – LinkedIn | RJEN Callum Jenkins – LinkedIn
Just as markets were looking shaky, NY Fed President John Williams dropped dovish comments that spiked the odds of a December rate cut.Today's Stocks & Topics: Albertsons Companies, Inc. (ACI), Market Wrap, ServiceNow, Inc. (NOW), “The "Dovish" Pivot: December Rate Cut Odds Jump”, Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT), Vanguard FTSE Europe ETF (VGK), NICE Ltd. (NICE), Black Friday, Buying Options, Stride, Inc. (LRN), ‘Big Short' investor Michael Burry on A-I.Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
The pace of change in talent acquisition has never been faster, and leaders are being challenged to rethink how teams, tools and processes evolve. On this episode, Meg Struble, Senior Director of TA Transformation, Optimization, and Excellence at ServiceNow, joins host Ryan Dull to discuss Meg's career path, her approach to leading transformation in TA and how her team is preparing for the future of recruiting in an AI-driven landscape. She also explains how ServiceNow's rapid growth is reshaping TA priorities, why transparency and authenticity matter more than ever and how her team uses data and new models to guide smarter decisions. Key Takeaways:00:00 Introduction.02:38 Early work in university admissions sparks Meg's path into TA.04:35 ServiceNow streamlines work by unifying AI, data and workflows on one platform.06:28 A role complexity model improves how recruiter capacity is measured.08:44 Effective change hinges on clear communication and alignment.10:40 Authentic, transparent leadership keeps teams aligned through complex change.12:14 Admitting gaps in knowledge fosters stronger collaboration.14:11 TA metrics guide performance today while AI enables more predictive insights.18:10 TA leaders benefit from staying close to where real work and value are created.Resources mentioned:Meg Strublehttps://www.linkedin.com/in/megstrubleServiceNow | LinkedInhttps://www.linkedin.com/company/servicenowServiceNow | Websitehttps://www.servicenow.com/Gemba (Six Sigma concept)https://www.sixsigmadaily.com/what-is-a-gemba-walk/This episode is brought to you by Sagemark HR.Sagemark HR can help you:✔ Improve your talent practices and make better, more informed people decisions.After 20+ years of experience leading Recruiting and Talent Acquisition across a wide variety of industries, I've seen enough hires (over 100,000 to date) to know that hiring decisions truly can make or break an organization.✔ Identify opportunities to not only improve your talent practices, but also delivering tangible business results.We understand every organization is different, and there's no one-size-fits-all magic solution. So we listen first and identify the gaps and sticking points in your current process before ever recommending a solution.✔ Bridge the gap from “traditional” to modern recruiting, without the painful learning curve.We believe recruiting, talent, and HR technology is a deep well of untapped business potential, and our mission is to help you identify and implement those hiring tools in a way that works for you.If you're interested in learning more, you can reach me at:www.sagemarkhr.com✉ ryan.dull@sagemarkhr.com#Talent #Recruiters #Recruiting #HRTech
Serving SMB mid-market customers is one thing, but when you go upstream to enterprise sales, everything changes: go-to-market strategy, the sales process, how you structure deals, even how you define customer value. Today's guest, Andrew Casey, has helped scale four SaaS companies: ServiceNow, WalkMe, Lacework, and his current company, Amplitude. At ServiceNow, he worked closely with Snowflake's Mike Scarpelli and Coatue's David Schneider, and he was instrumental in establishing the company's deal desk to support its sales motion. As an operationally focused CFO, he shares a wealth of knowledge on the importance of staying close to the customer, structuring deals that work for both sides, establishing transparency in usage-based pricing, aligning incentives and strategy in sales, the pros and cons of multi-year deals, the problem with auto-renewals and what to do instead, and how to adapt your go-to-market strategy when moving from SMB mid-market to enterprise.—SPONSORS:Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.—Andrew Casey on LinkedIn: https://www.linkedin.com/in/andrew-casey-6b14875/Amplitude: https://amplitude.comCJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:An Operationally-Focused CFO's Guide to Scaling From SMB to Enterprise: Lessons From ServiceNowhttps://youtu.be/iUpMAQ14YpM—TIMESTAMPS:00:00:00 Preview and Intro00:03:27 Sponsors – Metronome, Mercury, RightRev00:07:08 Andrew joins the podcast00:08:10 Becoming an operational CFO00:09:25 Early customer-empathy beginnings at Sun00:11:34 How customer-empathy shaped Andrew's career00:14:08 Navigating HP's troubled EDS contracts00:16:05 Sponsors – Tipalti, Aleph, Fidelity Private Shares00:19:37 Returning from ads – running toward hard markets00:20:13 Scaling ServiceNow's sales operations00:23:27 Breaking into the trusted circle after the Q1 miss00:25:26 Building and scaling the ServiceNow deal desk00:28:11 Principles of transparent, value-aligned pricing00:30:17 Rethinking metering models and usage alignment00:33:01 Diagnosing budget constraints vs. cash timing00:36:14 Incentives, comp plans, and high-trust selling00:39:21 Training enterprise reps for long-term value00:40:17 Multi-year deals and when they actually work00:43:05 Overselling, discount levers, and ZIRP contract bloat00:45:58 How enterprise scale transforms go-to-market00:51:03 Pipeline coverage and maturity modeling00:54:02 Not all pipeline dollars are created equal00:57:05 Career-risk mindset in enterprise selling01:00:02 Defining enterprise and moving upmarket01:01:00 A business-first approach to the CFO role01:03:10 Getting hired at ServiceNow01:06:37 Building GTM finance, deal desk, and a 400-person org01:08:00 Lightning round – biggest mistakes and IR lesson01:11:10 Advice to his younger self and leading through change01:13:34 Defining customers, ARR accuracy, and hierarchy pitfalls01:15:12 The wildest expense attempt ever submitted#RunTheNumbersPodcast #SaaSFinance #EnterpriseSelling #GTMStrategy #CFOInsights This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
In this special episode of Threat Vector, host David Moulton, Senior Director of Thought Leadership for Unit 42, sits down with Stav Setty, Principal Researcher at Palo Alto Networks, to unpack Jingle Thief a cloud-only, identity-driven campaign that turned Microsoft 365 into a gift card printing press. Stav explains how the Morocco based group known as Atlas Lion lived off the land inside M365 for months at a time, using tailored phishing and smishing pages, URL tricks, and internal phishing to compromise one user and quietly pivot to dozens more. Together, David and Stav walk through how the attackers abused legitimate identity features like device registration, MFA resets, inbox forwarding rules, and ServiceNow style access requests to blend into normal business workflows and monetize “digital cash” in the form of gift cards. They dig into why MFA alone is not safety, why identity is now the real perimeter, and how behavioral analytics, UEBA, and ITDR can piece together small signals into a clear story of compromise. You'll come away with practical steps to harden identity posture, spot early warning signs in cloud environments, and protect high value systems where trust can be turned directly into profit. To go deeper on this campaign and the Atlas Lion threat actor, read the Unit 42 article Jingle Thief Inside a Cloud-Based Gift Card Fraud Campaign at https://unit42.paloaltonetworks.com/cloud-based-gift-card-fraud-campaign/ Join the conversation on our social media channels: Website: https://www.paloaltonetworks.com/ Threat Research: https://unit42.paloaltonetworks.com/ Facebook: https://www.facebook.com/LifeatPaloAltoNetworks/ LinkedIn: https://www.linkedin.com/company/unit42/ YouTube: @paloaltonetworks Twitter: https://twitter.com/PaloAltoNtwks About Threat Vector Threat Vector by Palo Alto Networks is your premier podcast for security thought leadership. Join us as we explore pressing cybersecurity threats, robust protection strategies, and the latest industry trends. The podcast features in-depth discussions with industry leaders, Palo Alto Networks experts, and customers, providing crucial insights for security decision-makers. Whether you're looking to stay ahead of the curve with innovative solutions or understand the evolving cybersecurity landscape, Threat Vector equips you with the knowledge needed to safeguard your organization. Palo Alto Networks Palo Alto Networks enables your team to prevent successful cyberattacks with an automated approach that delivers consistent security across the cloud, network, and mobile. http://paloaltonetworks.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
What happens when a founder who built a billion dollar company during a global crisis steps into the centre of industrial AI and begins reshaping how entire organisations think and work? That question sat at the heart of my conversation with Somya Kapoor, CEO of IFS Loops, recorded live on the show floor at IFS Industrial X Unleashed. Somya's journey carries a level of grit and perspective that shines through every answer. She shared how surviving the Gulf War as a child shaped her instinct to take on the hardest problems in technology. That mindset not only guided her early career at SAP, ServiceNow, and other enterprise giants, it also laid the foundation for Loops, the agentic platform she co-founded in 2020 with a simple scribble on a notepad that eventually grew into one of the most significant acquisitions in the IFS ecosystem. Her stories about early rejections, the wave of scepticism around AI in the early days, and the first customer conversations held on Zoom during lockdown reveal the human side behind a platform many now take seriously across the industrial world. Across the episode, Somya explained in plain terms what makes IFS Loops so different. The platform connects data across systems using natural language, helps redesign processes that used to be locked inside individual applications, and introduces digital workers that remove the grunt work from everyday operations. She brought the technology to life with examples that landed with real clarity. From supplier order handling to complex field service tasks, and the now famous Kodiak Gas case where thousands of hours were saved each year, she showed how agentic workflows change what is possible for industrial companies who have spent decades wrestling with fragmented data and rigid processes. We also talked about the importance of keeping people at the centre of AI driven change. Somya was clear that amplification, not replacement, is the story that matters. The shift requires new skills, new supervision models, and a thoughtful approach to adoption. Her reflections on change management, the energy she felt from customers at the event, and the speed at which leaders now want to move painted a picture of an industry that feels very different from the early days of AI excitement. The hesitation has faded. Curiosity has taken over. Action is starting to follow. Somya closed with a message aimed at every leader who might still be watching from the sidelines. The technology is real, adoption is accelerating, and the window to learn, experiment, and adapt is narrowing. She believes this is the moment for teams to decide whether they want to lead or be led by others who are moving faster. As you listen to this conversation, I'd love to hear what stood out for you. Do you feel the same shift in confidence and urgency around industrial AI that Somya described? Let me know your thoughts. Tech Talks Daily is Sponsored by NordLayer: Get the exclusive Black Friday offer: 28% off NordLayer yearly plans with the coupon code: techdaily-28. Valid until December 10th, 2025. Try it risk-free with a 14-day money-back guarantee.
Sitting down with Amrutha Ramesh, visiting researcher at ServiceNow one of the minds behind Agent Ada, a data-focused AI agent, in the latest episode of the podcast. We talk about the gap in enterprise workflows: you upload data, ask questions, and expect clear, data-backed insights… but traditional LLMs weren’t designed for that. Amrutha clarifies the distinction by explaining how Agent Ada surpasses merely inputting a dataset into ChatGPT or Gemini, employing personas and a library of reusable skills to analyze data in a more human-like manner. We also dig into turning raw analysis into a story and, most importantly, into actionable steps that people in the business can actually use. Guest - Amrutha RameshHost - Bobby BrillSee omnystudio.com/listener for privacy information.
I'm excited to publish my recent discussion with Jacqui Canney, CHRO of ServiceNow (previously CHRO of Walmart & WPP). Jacqui describes her career and her vital role as Chief People and AI Enablement Officer at one of the fastest growing enterprise software companies in the world, and also explains her mission to enable AI for more than 3 million of ServiceNow's customers. Jacqui also describes how their HR team developed more than 1,000 HR use-cases and later refined these to 27 by building a rubric to evaluate AI opportunities. This is an inspirational conversation which will help you understand the role of the CHRO in AI transformation and the AI Playbook you can follow in your own company's journey. Like this podcast? Rate us on Spotify or Apple or YouTube. Additional Information The Pivotal Role Of Chief HR Officer in AI Transformations CHRO Insights: Understanding The Path to the CHRO How To Make AI Work For People: ServiceNow AI Playbook Introducing Galileo for Managers, The Leadership Guru At Your Fingertips Chapters (00:00:00) - ServiceNow's HR Event(00:00:16) - In the Elevator With Accenture's Leaders(00:05:17) - What's It Like Working With Bill McGovern?(00:07:26) - Bill Gates on the People Pact(00:08:57) - ServiceNow Chief AI Transformation Officer's Role(00:11:17) - ServiceNow's AI Enablement and Learning(00:15:37) - How to Upskill your People Operations Team with AI(00:17:54) - WSJDLive: The Future of HR with AI(00:21:38) - What We Need in HR: Super Agents(00:23:03) - Six Big Things Businesses Are Taking Advantage of AI(00:25:20) - What Advice Do HR Leaders Have For AI?(00:29:16) - What HR professionals need to do to stay ahead in the AI world(00:31:55) - A Year in the Life of ServiceNow
On this episode of How We Got There, I am joined again by Jason Hoult, the Founder and former CEO of Anvil App Works who was acquired by Tractor Zoom in 12/2023, for part 2! If you missed it, give our first episode together from July 2023 a listen. It was an excellent episode where we talked about a wide range of topics, but my highlight was his approach to company building & nailing a niche. You don't have to start a business that is a massive multi-trillion TAM. Jason got great advice to stick with what he knows well, Salesforce & John Deere dealerships. You can later expand from there, like they did to expand other types of dealerships.On this episode, we look back into how he met their acquirer, initially at an event that both companies were sponsoring. Talk about an ROI from sponsoring a trade show!Jason shares openly about the courting process but also talks about how the partner relationship started with a formal partnership & co-marketing agreement. This enabled both teams to lean in and prove the mutual customer value before taking the next steps. We talked about how he knew it made sense to sell from a timing pov and lessons learned to help you avoid a couple mistakes (like some paperwork with customer agreements). Jason is a true believer of EOS to help align a company on strategy & values.He is such an asset to the ecosystem with his transparency & authenticity. I hope you enjoy this session even half as much as I did. This episode is brought to you by Tequity Advisors . Tequity Advisors is a global sell-side M&A advisory firm with core expertise in SaaS and ISVs, Salesforce, ServiceNow, SAP, Microsoft, all things Data and AI, and the hyper scaler MSP cloud ecosystems with a focus on the Salesforce ecosystem and beyond!
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über gute Chancen auf steigende Aktienkurse, Tristesse beim Bitcoin und drei Deutschland-Reformen, die jetzt auf den Weg gebracht wurden. Außerdem geht es um: CoreWeave, Microsoft, Oracle, ServiceNow, Meta, Alphabet, Berkshire Hathaway, Uniper, Eon, RWE, Siemens Energy, Lufthansa, Fraport, BMW, Stellantis, Amazon, Intel, Block, Lift, Robinhood, Pinterest, Arista Networks, Roblox, Duolingo, Nu Holdings, Broadcom, Confluent, Micron Technology, Kenvue, Walmart, Keurig Dr Pepper, Freeport McMoran, Las Vegas Sands, BP, Bank of America, Nuccor, D.R. Horten, Chubb, Dominos Pizza, Meta, Nvidia, Figure Technology Solution, Disney, Sunrun, CMS Energy, Merus, Indivior, iShares MSCI EM ETF (WKN: A0RPWJ), Stubhub, CRH, Vistra, Klarna, Bullish, Figma, AMD, Fiserv, American Airline, Trust Financial, XBP Global Holdings, iShares Bitcoin Trust ETF (WKN: A3ERHE). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr „Alles auf Aktien“ findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast „Deffner&Zschäpitz“ hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
This episode of The Inquisitor Podcast features Parker Mills, Account Executive at ServiceNow and author of State and Local Government Sales: Beyond the Bid. Parker exposes the systemic dysfunction created when short-term sales culture sabotages long-term public value. With 11 years in U.S. state and local government (SLG) sales, he dissects the brutal misalignment where enterprise is the tail that wags the dog, corporate GTM strategy, incentives, and collateral all built for the wrong customer profile. For founders and C-suites, Parker calls out the dangerous internal pressure that fuels “optimism theatre” and quietly corrodes integrity and trust. His challenge: treat forecast accuracy as a measure of integrity, not compliance. Give your sellers the freedom to protect relationships from the distortions of quarterly panic. Why? Because government sales aren't built for sprints. The average deal runs 18 months, often tied to state fiscal calendars or biennial budgets. The only winning strategy is one built on patience, preparation, and principle. For sellers in the field, we unpack how to move Beyond the Bid, from chasing RFPs to driving pre-RFP collaboration 2–3 years before the funding ask. Parker reveals the practical shifts that separate average from elite: Stop prescribing and start co-developing Learn the policy backdrop, especially around AI (many states still ban GenAI) Read public strategic plans like they're account plans Map the second and third rooms to stop corridor kills before they happen And the biggest mindset shift of all: stop focusing on winning the bid. Focus on deserving the renewal. Integrity is not a slogan, it's a skill. If you're ready to dismantle a commercial-centric GTM and align your quotas to public sector reality, this conversation will challenge your thinking. Parker shares a blueprint for turning forecast accuracy into integrity, handling ghosting with composure, and learning why slowing down is the fastest way to sustainable growth. Tune in to discover how integrity-led sellers shape the deal years before the RFP, and why that's exactly what the public sector deserves. Contact Parker: https://www.linkedin.com/in/pamills/ Email parkermills@stateandlocalsales.com Parker's book 'State and Local Government Sales: Beyond the Bid': https://amzn.to/445uJCz
In this episode of Crazy Wisdom, host Stewart Alsop talks with Jessica Talisman, founder of Contextually and creator of the Ontology Pipeline, about the deep connections between knowledge management, library science, and the emerging world of AI systems. Together they explore how controlled vocabularies, ontologies, and metadata shape meaning for both humans and machines, why librarianship has lessons for modern tech, and how cultural context influences what we call “knowledge.” Jessica also discusses the rise of AI librarians, the problem of “AI slop,” and the need for collaborative, human-centered knowledge ecosystems. You can learn more about her work at Ontology Pipeline and find her writing and talks on LinkedIn.Check out this GPT we trained on the conversationTimestamps00:00 Stewart Alsop welcomes Jessica Talisman to discuss Contextually, ontologies, and how controlled vocabularies ground scalable systems.05:00 They compare philosophy's ontology with information science, linking meaning, categorization, and sense-making for humans and machines.10:00 Jessica explains why SQL and Postgres can't capture knowledge complexity and how neuro-symbolic systems add context and interoperability.15:00 The talk turns to library science's split from big data in the 1990s, metadata schemas, and the FAIR principles of findability and reuse.20:00 They discuss neutrality, bias in corporate vocabularies, and why “touching grass” matters for reconciling internal and external meanings.25:00 Conversation shifts to interpretability, cultural context, and how Western categorical thinking differs from China's contextual knowledge.30:00 Jessica introduces process knowledge, documentation habits, and the danger of outsourcing how-to understanding.35:00 They explore knowledge as habit, the tension between break-things culture and library design thinking, and early AI experiments.40:00 Libraries' strategic use of AI, metadata precision, and the emerging role of AI librarians take focus.45:00 Stewart connects data labeling, Surge AI, and the economics of good data with Jessica's call for better knowledge architectures.50:00 They unpack content lifecycle, provenance, and user context as the backbone of knowledge ecosystems.55:00 The talk closes on automation limits, human-in-the-loop design, and Jessica's vision for collaborative consulting through Contextually.Key InsightsOntology is about meaning, not just data structure. Jessica Talisman reframes ontology from a philosophical abstraction into a practical tool for knowledge management—defining how things relate and what they mean within systems. She explains that without clear categories and shared definitions, organizations can't scale or communicate effectively, either with people or with machines.Controlled vocabularies are the foundation of AI literacy. Jessica emphasizes that building a controlled vocabulary is the simplest and most powerful way to disambiguate meaning for AI. Machines, like people, need context to interpret language, and consistent terminology prevents the “hallucinations” that occur when systems lack semantic grounding.Library science predicted today's knowledge crisis. Stewart and Jessica trace how, in the 1990s, tech went down the path of “big data” while librarians quietly built systems of metadata, ontologies, and standards like schema.org. Today's AI challenges—interoperability, reliability, and information overload—mirror problems library science has been solving for decades.Knowledge is culturally shaped. Drawing from Patrick Lambe's work, Jessica notes that Western knowledge systems are category-driven, while Chinese systems emphasize context. This cultural distinction explains why global AI models often miss nuance or moral voice when trained on limited datasets.Process knowledge is disappearing. The West has outsourced its “how-to” knowledge—what Jessica calls process knowledge—to other countries. Without documentation habits, we risk losing the embodied know-how that underpins manufacturing, engineering, and even creative work.Automation cannot replace critical thinking. Jessica warns against treating AI as “room service.” Automation can support, but not substitute, human judgment. Her own experience with a contract error generated by an AI tool underscores the importance of review, reflection, and accountability in human–machine collaboration.Collaborative consulting builds knowledge resilience. Through her consultancy, Contextually, Jessica advocates for “teaching through doing”—helping teams build their own ontologies and vocabularies rather than outsourcing them. Sustainable knowledge systems, she argues, depend on shared understanding, not just good technology.