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Perform 2026 felt like a turning point for Dynatrace, and when Steve Tack joined me for his fourth appearance on the show, it was clear this was not business as usual. We began with a little Perform nostalgia, from Dave Anderson's unforgettable "Full Stack Baby" moment to the debut of AI Rick on the keynote stage. But the humor quickly gave way to substance. Because beneath the spectacle, Dynatrace introduced something that signals a broader shift in observability: Dynatrace Intelligence. Steve was candid about the problem they set out to solve. Too much focus on ingesting data. Too much time spent stitching tools together. Too many dashboards. Too many alerts. The real opportunity, he argued, is turning telemetry into trusted, automated action. And that means blending deterministic AI with agentic systems in a way enterprises can actually trust. We unpacked what that looks like in practice. From United Airlines using a digital cockpit to improve operational performance, to TELUS and Vodafone demonstrating measurable ROI on stage, the emphasis at Perform was firmly on production outcomes rather than pilot projects. As Steve put it, the industry has spent long enough in "pilot purgatory." The next phase demands real-world deployment and real return. A big part of that confidence comes from the foundations Dynatrace has laid with Grail and Smartscape. By combining unified telemetry in its data lakehouse with real-time topology mapping and causal AI, Dynatrace is positioning itself as the engine behind explainable, trustworthy automation. When hyperscaler agents from AWS, Azure, or Google Cloud call Dynatrace Intelligence, they are expected to receive answers grounded in causal context rather than probabilistic guesswork. We also explored what this means for developers, who often carry the burden of alert fatigue and fragmented tooling. New integrations into VS Code, Slack, Atlassian, and ServiceNow aim to bring observability directly into the developer workflow. The goal is simple in theory and complex in execution: keep engineers in their flow, reduce toil, and amplify human decision-making rather than replace it. Of course, autonomy raises questions about risk. Steve acknowledged that for now, humans remain firmly in the loop, with most agentic interactions still requiring checkpoints. But as trust grows, so will the willingness to let systems self-optimize, self-heal, and remediate issues automatically. We closed by zooming out. In a market saturated with AI claims, Steve encouraged listeners to bet on change rather than cling to the status quo. There will be hype. There will be agent washing. But there is also real value emerging for those prepared to experiment, learn, and scale responsibly. If you want to understand where AI observability is heading, and how deterministic and agentic intelligence can coexist inside enterprise operations, this episode offers a grounded, practical perspective straight from the Perform show floor.
With a career spanning the US Navy, executive leadership positions at PetSmart and Banfield Pet Hospital, and pioneering online training, Don brings unique insights into building and scaling businesses across industries. Throughout the conversation, Avanish and Don discuss OpenSesame's evolution from an online learning marketplace to an AI-powered platform that serves enterprises, learning management systems, and content publishers. They explore the "Intel Inside" ecosystem strategy, the Simon AI tool that democratizes course creation and enables instant translation into 70 languages, and how organizations can successfully navigate workforce reinvention in the AI era while meeting customers where they are.In this episode, Avanish and Don discuss:OpenSesame's dual-sided platform strategy: Partnering with 200+ LMS/HRIS systems on the delivery side while aggregating 50,000 courses from 200+ publishers, providing distribution for small publishers to reach enterprise customers and enabling large publishers like Harvard Business Publishing to access mid-market and SMB segments.The Simon AI course creation tool: Democratizing content development by enabling subject matter experts to create high-quality courses without instructional designers, with built-in translation capabilities across 70 languages for voiceover and text—expanding global reach for multinational organizations.Workforce reinvention as strategic imperative: Positioning OpenSesame at the center of organizational AI transformation by providing not just technology but comprehensive change management roadmaps, helping HR and learning leaders guide their teams through adoption with curated content and use cases.The "meet them where they are" philosophy: Balancing long-term product vision with practical customer adoption paths, especially during transformational periods like AI implementation, by understanding customer needs deeply before prescribing solutions and allowing products to flex without compromising the ultimate vision.The 1% better daily improvement mindset: Embracing continuous learning and incremental progress as the foundation for breakthrough innovation, recognizing that overnight successes are built on consistent dedication and discipline over time.About Don Spear:Don Spear is CEO of OpenSesame. Before his current role, he founded BlueVolt.com, held executive leadership positions at Banfield Pet Hospital and PetSmart, and served as a submarine officer aboard the USS Tunny (SSN 682).About OpenSesameOpenSesame, the leading provider of online business training, is the choice for L&D professionals wanting to drive learning initiatives forward with innovation, agility, and care. We offer the world's most comprehensive digital learning catalog, with regularly updated content from expert publishers in a variety of formats and languages. By providing comprehensive learning resources and innovative tools like Simon, OpenSesame empowers L&D professionals to exceed their goals and champion learning across their entire organization.Host Avanish SahaiAvanish Sahai is a Tidemark Fellow and served as a Board Member of Hubspot from 2018 to 2023; he currently serves on the boards of Birdie.ai, Flywl.com and Meta.com.br as well as a few non-profits and educational boards. Previously, Avanish served as the vice president, ISV and Apps partner ecosystem of Google from 2019 until 2021. From 2016 to 2019, he served as the global vice president, ISV and Technology alliances at ServiceNow. From 2014 to 2015, he was the senior vice president and chief product officer at Demandbase. Prior to Demandbase, Avanish built and led the Appexchange platform ecosystem team at Salesforce, and was an executive at Oracle and McKinsey & Company, as well as various early to mid-stage startups in Silicon Valley.About TidemarkTidemark is a venture capital firm, foundation, and community built to serve category-leading technology companies as they scale. Tidemark was founded in 2021 by David Yuan, who has been investing, advising, and building technology companies for over 20 years. Learn more at www.tidemarkcap.com.LinksFollow our host, Avanish SahaiLearn more about Tidemark
Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM Amelia Hernandez Osorio explores practical ways organisations can build lasting Copilot habits, strengthen internal communities and drive effective AI adoption. Amelia shares her journey through web technologies, SharePoint, cloud transformation and Microsoft 365 adoption, offering guidance on behaviour change, team enablement and identifying meaningful Copilot use cases that improve daily work.
Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musk's xAI and what it signals for the company's model timeline. The Information's Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer, GP of Shumer Capital, joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection point for labor, and Kawasaki Wealth & Investment Management's Ross Gerber discusses how AI is disrupting wealth management and why he's concerned about leadership at Tesla and SpaceX.Articles discussed on this episode: https://www.theinformation.com/articles/investors-missing-servicenowhttps://www.theinformation.com/briefings/shopify-shares-jump-forecasts-continued-revenue-growthhttps://www.theinformation.com/newsletters/the-briefing/risk-muskiverses-steady-turnoverhttps://www.theinformation.com/briefings/departures-accelerate-elon-musks-xai-yet-another-cofounder-leavesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
Andy Roddick and Chris Eubanks talk the Greatest Forehands OF ALL TIME from the ATP Tour. They talk how Rafa Nadal changed the forehand and the more incredible forehands from players like Andre Agassi, Jannik Sinner, Roger Federer, Carlos Alcaraz, etc. We also discuss Serena Williams seems to be back in the training room?Andy Roddick and John Wertheim break down their thoughts on the Winter Olympics, Super Bowl, and much more. COMMENT BELOW: Who has the best forehand of all time? TAKE OUR SURVEY: https://survey.alchemer.com/s3/8634892/Served-Research Learn more about ServiceNow here: https://www.servicenow.com/?campid=271869&cid=pc:brd:brnd:served:26q1:paitwfp_audioredirect_PAITW2_GAI_PAITWFP_HostRead_:none:br_ams:awa&utm_medium=podcasts&utm_source=served
WBSRocks: Business Growth with ERP and Digital Transformation
Send a textThis week's enterprise software headlines highlight a market simultaneously accelerating into agentic AI while still wrestling with the structural and legal fallout of past transformation failures. On the innovation front, Genstore's $10M seed round, Tray.ai's launch of the Tray Agent Hub, and new agentic releases from Mendix and OutSystems underscore how aggressively vendors are repositioning around autonomous workflows and AI-first orchestration layers. ServiceNow's unveiling of its AI Experience and Plex's connected worker integration push the same narrative into IT service management and manufacturing operations, signaling that agentic concepts are no longer confined to experimental edges of the stack. At the same time, a parallel storyline of governance and execution risk is playing out, with Zimmer Biomet's $172M ERP lawsuit against Deloitte, Europe's continued delays fixing a troubled Oracle system, Daedong USA's faltering ERP injunction, and the EU Commission's investigation into SAP's practices reinforcing how fragile large-scale enterprise transformations remain. Together, these developments paint a bifurcated 2026 landscape: rapid platform innovation driven by AI ambition on one side, and unresolved accountability, regulatory scrutiny, and implementation risk on the other.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=m3VmbEsy5uQQuestions for Panelists?
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über gute Laune dank OpenAI, einen krassen Einbruch bei Hims & Hers und einen schwachen Tag für deutsche Immobilienwerte. Nvidia, Oracle, Microsoft, SAP, Siemens, Novo Nordisk, Samsung Electronics, Micron, Vonovia, TAG Immobilien, Kyndryl, Monday.com, Workday, AppLovin, On Semi, Amazon, Meta, J.C. Penney, Salesforce, ServiceNow, Crowdstrike, Palo Alto Networks, Asana, Atlassian, Cognizant, den Expanded Tech-Software Sector ETF (WKN: A0B6MN) und die Anleihen von Nvidia Dollar bis 2050 (WKN: A28VHH), Alphabet bis 2050 (WKN: A2802E), Alphabet Dollar 2027 (WKN: A2802B), Oracle Dollar bis 2064 (WKN: A3L339). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Last week the giant AI provider Anthropic issued a plugin to its Claude Large language Model. When tested it was capable of carrying out the functions of many large software companies including the likes of Salesforce, Adobe, Workday and ServiceNow. This led to a major sell-off in their shares and fears of the end of an era for Software as a Service or ‘SaaS' companies. But is that overdone and how will AI and SaaS coexist? All to discuss with Alan Gleeson Sales and Marketing Consultant with 20 years' experience in SaaS.
Today's guest is Alan Paris, Global Head Financial Services Risk & Compliance Enterprise Architecture, Field CTO, Customer Success Executive at ServiceNow. Alan is a global leader in risk management, compliance and financial services transformation, with extensive experience driving business strategy, product innovation and multi-million-dollar growth. He has led 1,000+ person teams across operations, technology and consulting, delivering transformative change through digitization, AI and regulatory technology solutions.At ServiceNow, Alan has held several leadership roles, driving $400 million in portfolio growth and $100 million in annual contract value across global accounts. He develops enterprise platform strategies, AI-driven solutions and transformative implementations while mentoring teams and guiding organizations in regulatory compliance and risk management. An award-winning thought leader, Alan has published over 60 articles, spoken at major conferences and advised top financial institutions worldwide.In the episode, Alan talks about:0:00 From Financial services technologist to helping clients realize ServiceNow value2:12 Seeing ServiceNow evolve into a global AI-driven enterprise platform4:58 How ServiceNow automates risk, AI enhances efficiency and productivity7:31 Why clean, well-managed data enables successful AI implementation results11:18 How ServiceNow leverages AI to transform workflows and operations15:34 How top innovators align AI with business strategy, enabling transformation17: 55 Advice to always keep learning, embrace change and apply AI wisely20:47 Why ServiceNow is the leading 21st-century AI-enabled enterprise platform
Der Aktien-Schnelltest mit Volker Schulz ("Der Aktionärsbrief"). Hier im Beitrag gibt es die Podcast-Variante zur eigentlichen Sendung im Rahmen von BerneckerTV, Aufzeichnung des Hauptvideos am 05.02.2026). Schlaglichter:ServiceNow – KI-Disruption? Hinweis auf aktuelle Ausgabe des AktionärsbriefsNovo Nordisk – Wie ist die aktuelle Lage zu bewerten?Forvia – Turnaround-Kandidat oder Risiko?Alphabet (Google-Mutter) – KI-Hype vs. RealitätWir wünschen gewinnbringende Impulse mit diesem Beitrag.=======Jetzt abonnieren: "Der Aktionärsbrief". Weitere Infos unter:https://bernecker.info/offer/ynpshjdodl-6273=======Lust auf noch mehr Sendungen im Bernecker.TV? Noch mehr unterschiedliche Experten? Infos zu Bernecker.TV:https://bernecker.info/bernecker-tv=======Anmeldung zum kostenlosen Experten-Newsletter der Bernecker-Redaktion über unsere Website:https://www.bernecker.info/newsletter=======Disclaimer:Dieses Video dient Informationszwecken und stellt keine Anlageberatung dar. Bitte beachten Sie, dass Investitionen in Aktien mit Risiken verbunden sind und Sie sich vor einer Anlageentscheidung unbedingt umfassend informieren sollten.
AI Agents promise to revolutionize how we operate our companies, but this is much more than just recording meetings and summarizing emails. How do you build an Agent (and Superagent) architecture to re-engineer HR and what is the role of your core HCM platforms? Well this is the trillion dollar question challenging every business software provider, and it has a huge impact on your HR and overall AI strategy. In this podcast I explain this topic and describe how employee onboarding, as an example, could be entirely redesigned for speed, scale, and agility. This is a new world and for the first time in my career each of us, regardless of tech experience, will be able to redesign how our HR function works to move from “work productivity” to automation and tremendous new value creation strategies in HR. Note that this week OpenAI announced its Frontier platform to help build enterprise agents. Microsoft recently introduced Agent 365 to help build enterprise Superagents. ServiceNow offers its Enterprise AI Control Tower, and Workday has introduced the Workday Agent System of Record. The space of agent management platforms is just beginning. As you listen to this and ponder your situation I hope you consult Galileo for advice or call us. Our Systemic HR AI Blueprint is here to help you design and implement AI apps that will revolutionize HR and your business. Enterprise AI is an exciting new domain and we are here to help. Like this podcast? Rate us on Spotify or Apple or YouTube. Additional Information 2026 Imperatives for Enterprise AI: The Road Ahead The Great Reinvention of Human Resources Has Begun Get Galileo, The AI Agent for Everything HR Chapters (00:00:00) - Onboarding and AI: The Confusion in Corporate IT(00:06:42) - Agents and the role of the ERP(00:11:01) - The AI Agents: Will You Build Them?
Feb 5, 2026: Are software vendors in trouble? Why are employees suddenly complying with return-to-office mandates? And what happens when leaders are afraid to ask their own teams for feedback? In today's episode of Future-Ready Today, we unpack five stories that together reveal a major reset happening inside organizations: Why Workday is cutting jobs — and what falling enterprise software stocks (including ServiceNow) signal about how AI is disrupting traditional SaaS business models. New data showing workers backing down on return-to-office demands as employers reclaim leverage. A leadership study revealing that senior executives want feedback — but fear appearing weak if they ask. Layoffs surging to the highest January level since 2009, driven in part by restructuring at UPS following shifts in volume from Amazon. And research from Bain & Company showing a massive disconnect between leaders who think change is working and employees who say it isn't.
George Noble, CIO of Noble Capital Advisors, lays out his big theme for 2026: rotation. George argues that the debasement trade is the dominant macro narrative, with the bill coming due for decades of reckless fiscal and monetary policy. He calls the 60/40 portfolio dead, urging investors to dump bonds and buy gold, noting that gold miners could double in 12 months if prices hold. He makes the case that the AI trade is over. Noble sees energy as one of the most compelling opportunities. He expects emerging markets and foreign equities to continue outperforming the US, small caps to beat large caps, and the equal-weight S&P to trounce the cap-weighted index. His bottom line for investors: get out of bonds, buy gold, add energy, put money abroad, and switch from cap-weighted to equal-weight.Links: George Noble's Independent Research Conference: https://noble-capevents.com/X: https://x.com/gnoble79Timestamps: 0:00 Welcome and intro to George Noble 1:17 The debasement trade: The big macro picture 3:42 The bill is coming due for decades of reckless policy 5:10 The US government's math doesn't work — bond yields way too low6:55 2026 theme: Rotation — don't worship the altar of price 7:06 The macro backdrop and where to be allocated 7:33 US exceptionalism is fading — fiscal pulse now in Europe 8:45 China outperforming the US — and it's going to continue 9:48 Rotation out of US dollar-based assets 11:27 Long bond headed north of 5%? Implications for housing 13:27 Credit spreads tight, inflationary boom possible 14:50 The bond market measured in gold — it's crashing 16:26 The 60/40 portfolio is dead 16:55 Inflation: People don't live on rate of change, they live on prices18:55 The K-shaped economy and rising prices everywhere 20:41 Gold update: You cannot be bullish enough 22:30 The song remains the same — macro drivers still in play 24:04 Gold miners could double in 12 months 25:21 Don't get caught up in short-term thinking 26:45 The Dunning-Kruger Institute of Finance 28:48 The death of speculation 29:26 Is it a stock picker's market again? 30:30 The Japan analogy: MAG 7 is today's Japan 1989 32:16 Just avoid MAG 7 and you'll outperform 33:23 Recency bias and why consensus is stuck 34:42 George is not bearish — he's rotating 35:12 Energy: Only 3% of the S&P — massively out of favor 37:46 Oil prices and the case for energy equities 39:14 Venezuela is a nothing burger — fade the hot takes 40:41 AI trade is a short: Nvidia, Tesla, software 43:05 SaaSmageddon and ServiceNow at 73x earnings 45:51 Rotation: The theme in one word 46:11 What should the average investor do? 48:36 The playbook: Equal weight, gold, energy, foreign markets, no bonds49:19 March 11th conference53:00 Closing
As the Patriots will face the Seahawks this Sunday, we will have a little fun with the famous "Super Bowl Indicator" and analyze the record-breaking $8 million cost for a 30-second ad spot.Today's Stocks & Topics: Lincoln Electric Holdings, Inc. (LECO), Market Wrap, VanEck Gold Miners ETF (GDX), Etsy, Inc. (ETSY), The Super Bowl Indicator, ServiceNow, Inc. (NOW), High Yield Savings Account vs. Money Market Fund, Copart, Inc. (CPRT), US Manufacturing and Tariffs, Adobe Inc. (ADBE), Expedia Group, Inc. (EXPE), ResMed Inc. (RMD).Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
Andy Roddick and Jon Wertheim dive into the past 2 weeks of the 2026 Australian Open to discuss the strange cadence of this year's slam, how the excellence of modern players has evolved from generations past, & what this "festival-model" of a tennis event does for the sport of tennis as a whole. COMMENT BELOW: What was your favorite moment of the 2026 Australian Open? Learn more about ServiceNow here: https://www.servicenow.com/?campid=271869&cid=pc:brd:brnd:served:26q1:paitwfp_audioredirect_PAITW2_GAI_PAITWFP_HostRead_:none:br_ams:awa&utm_medium=podcasts&utm_source=served
Discover how AI is reshaping accessibility in coding and app development. Joe Devon and Eamon McGurlain reveal why benchmarking AI for accessibility is crucial to ensure inclusive technology in 2026.In this in-depth conversation, Steven Scott and Shaun Preece speak with Joe Devon, co‑founder of Global Accessibility Awareness Day, and Eamon McGurlain, VP and global head of accessibility at ServiceNow, about the urgent need for AI‑driven development to prioritise accessibility.The discussion explores the creation of AMAC (AI Model Accessibility Checker), a new benchmarking tool designed to hold AI model developers accountable for generating accessible code. Joe and Eamon share candid insights into the state of AI‑generated websites, the surprising benchmark results for major models like OpenAI, Anthropic, and Google Gemini, and the ongoing challenges of embedding accessibility into fast‑moving AI innovation. Relevant LinksGlobal Accessibility Awareness Day: https://accessibility.dayServiceNow Accessibility: https://www.servicenow.comAMAC Benchmark Project: https://www.gadfoundation.org/amac Find Double Tap online: YouTube, Double Tap Website---Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedin Subscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheart About Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited. "Double Tap" is a registered trademark of Double Tap Productions Inc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Andy Roddick and Producer Mike break down results from the men's final between Carlos Alcaraz and Novak Djokovic in the 2026 Australian Open Men's Final. They discuss the weight of history and how this frames Carlos' achievement as historic. They also talk about how Novak's longevity is not only impressive because he's still playing, but because he is still playing at the highest level possible. COMMENT BELOW: Let us know your thoughts on the Men's Final below!
Andy Roddick and Producer Mike break down results from Day 14 of the 2026 Australian Open: The Women's Final between Aryna Sabalenka and Elena Rybakina. Plus, Andy dives into a preview of tomorrow's Men's Final between Carlos Alcaraz and Novak Djokovic. What are each of them going to need to execute on to win the championship? COMMENT BELOW: Will Carlos Alcaraz become the youngest to achieve the career slam? Will Novak Djokovic achieve his 25th Grand Slam?
China's population is declining Last year's birth numbers for China recently came out and it was the lowest since 1949. What was the population of China in 1949? It was only around 540 million people so percentage wise it was a much higher birth rate than the 7.9 million we saw in 2025. With over 1.4 billion people and about 11 million people dying every year in China, it will take a long time to have results of a large declining population, but he problem with a lower birth rate than death rate is that it has major changes for an economy. China has a life expectancy of 79 years old. This means that the population is getting older, and there are fewer young people working to support the older generation that generally need more medical and social services. With an aging population, there's generally less need for housing, schools, and businesses because older people have less need for these services which can grow an economy versus the cost of higher medical demand. China also has a problem with immigration as they have over 300,000 people more leaving versus coming in. You may be wondering how the United States stacks up? In 2025 we had 3.7 million babies born and 3.2 million deaths in the country. I was surprised to learn that the mortality age is under China's at 78.4 years. With all the illegal immigration and the heightened status of what is going on with immigration in the United States, it is hard to come up with a concrete number. However, it is obvious that more people want to come to the United States than leave, which could help support a low birth rate. Another history lesson shows why we don't overpay for hot stocks We know it's exciting to be in the next hot thing on Wall Street, but that was the same way people felt just a few years ago with hot software companies like Salesforce, Adobe and ServiceNow. Looking back, many of these once hot companies now have seen very disappointing five-year returns. As an example, Salesforce is only up around one percent over the last five years, and Adobe has actually fallen around 35% during that timeframe. The reason we won't overpay for earnings on high flying companies is because many things can change like we have seen in the software industry. Software companies were supposed to benefit from AI, but now Anthropic's Claude code, which is an AI tool, says it can shrink the time it takes to build complex software. Also, new competition can come from startup companies that can slowly take away market share of the older companies a little bit at a time. Unfortunately, some of the software companies began to borrow substantial amounts of money and now have a highly leverage balance sheet, which could cause some problems in the future. In just the last 24 months, 13 software companies have defaulted on loans. I don't think many of these big software companies will go out of business anytime soon, but I don't believe their stock will run up to levels seen in the past anytime soon. Gold has done well, but silver has surged! Should you buy it now? Silver is now up over 250% in the last year alone as it has become immensely popular with retail investors. Many investors are excited to point out that silver has a strong use case as an industrial metal. It's a key component in electronics, including circuit boards, switches, and solar panels thanks to the fact that it's an excellent conductor of electricity. Thanks to increasing demand for areas such electric vehicles and growing electricity needs, largely due to the AI push, industrial use cases now account for around 60% of demand. This compares to under 50% just a decade ago. I was also surprised to learn that silver may be subject to supply shortages as about ¾ of new silver is created as a byproduct of mining other metals like copper, zinc, and lead. This has led to silver demand outstripping supply every year since 2018. While all this sounds positive, generally markets have a way of reconfiguring the supply and demand equation. I believe this could lead to companies that have silver as an input cost will instead look for alternative sources as the price has become prohibitive after the recent surge. This would then hurt demand for silver. On the supply side since the economics of finding silver is strong at this time, you could see more mining for silver and the other metals, which would then increase the supply of silver. Declining demand and increasing supply would be problematic for the price of silver. Another way to look at the value of silver is the silver-to-gold ratio which tells you how many ounces of silver you need to buy one ounce of gold. The 50-year average is around 65, but today that ratio has fallen below 50. That is the lowest ratio in over a decade. Ultimately, your guess is as good as mine for where the top is for silver, but long term I don't believe we will see strong results from this level. Don't forget this is a volatile asset with other historical instances of massive rallies that were followed by large declines. We have talked about the Hunt Brothers' attempt to corner the market in the 80s, but more recently there was a bubble that occurred in 2011. The price peaked at around $49 in April of that year but quickly tumbled about 25% in just a week and ultimately ended the year at $27 for a total decline of nearly 45% from the high. Financial Planning: Best Accounts for Kids and Grandkids When saving for kids and grandkids, the “best” account depends on the tradeoff between tax benefits, flexibility, and control. 529 plans offer tax-free growth and withdrawals for qualified education expenses, but non-qualified withdrawals trigger federal and state taxes and penalties on earnings. Up to $35,000 can be rolled into a Roth IRA over time without federal taxes or penalties, though some states, including California, still impose taxes and penalties. Roth IRAs provide tax-free growth and tax- and penalty-free access to contributions at any age, but contributions require earned income, which many children do not have. Trump accounts function similarly to a retirement account. Funds generally cannot be accessed before age 18, and early withdrawal penalties apply until age 59½. Growth is tax-deferred, but earnings are taxed at ordinary income rates upon withdrawal, similar to a traditional IRA funded with after-tax contributions. Unlike other retirement accounts, contributions can be made before age 18 even without earned income, and funds may later be converted to a Roth IRA, though taxes would apply to earnings at conversion. Custodial accounts (UTMA/UGMA) do not offer tax-deferred growth but benefit from the kiddie tax rules. In most cases, the first $2,700 of long-term capital gains and qualified dividends are taxed at 0%, allowing smaller accounts to grow largely tax-free. However, assets must be turned over to the child at adulthood with no restrictions on use. Finally, taxable accounts in a parent's or grandparent's name offer maximum flexibility and control over timing and purpose of gifts, but investment earnings are taxable to the adult each year, though usually at the lower capital gain and dividend rates. Because of the control and simplicity, we often recommend taxable accounts as a core strategy, supplemented by other account types when specific needs justify them. Companies Discussed: McCormick & Company, Incorporated (MKC), Zoom Communications, Inc. (ZM), Booz Allen Hamilton Holding Corporation (BAH) & Pinterest, Inc. (PINS)
The AI Breakdown: Daily Artificial Intelligence News and Discussions
As Meta and Microsoft report earnings, markets are sending a mixed but revealing signal about AI: this doesn't look like a classic bubble fear so much as a judgment about who's winning the AI narrative. Meta is rewarded for aggressive spending paired with visible revenue impact, while Microsoft is punished for caution and slowing cloud growth despite massive backlog demand. The takeaway isn't that investors are fleeing AI—it's that they're increasingly selective about which AI stories they believe will convert spending into growth. In the headlines: SoftBank eyes another $30B into OpenAI, ServiceNow deepens its Anthropic partnership, Microsoft scrambles to respond to Claude Cowork, Google upgrades Chrome with agentic browsing, and Tesla invests $2B into xAI.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsZencoder - From vibe coding to AI-first engineering - http://zencoder.ai/zenflowOptimizely Opal - The agent orchestration platform build for marketers - https://www.optimizely.com/theaidailybriefAssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefSection - Build an AI workforce at scale - https://www.sectionai.com/LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai
What did we just witness?! Andy Roddick and the Served Squad react to Novak Djokovic's masterclass vs Jannik Sinner and the Alcaraz Cramping controversy.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Rückkehr der Sorgen bei SAP, Eincashen bei Nordex, die SanDisk-Sensation und Elon Musks neuen Masterplan. Außerdem geht es um Microsoft, Salesforce, ServiceNow, Deutsche Bank, Adidas, Siemens, ABB, Southwest, Lockheed Martin, Caterpillar, Honeywell, Royal Carrabean, Joby Aviation, Deckers Outdoor, Meta. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Andy Roddick and 4x Slam Champion Kim Clijsters clash over Novak's "disrespect" comments and whether he's manufactured a fight to fuel his title run. Andy and Kim also recap the Women's Semi-Finals: Jessica Pegula falling to Elena Rybakina & Aryna Sabalenka defeating Elina Svitolina. Then they preview the final match set between Rybakina and Sabalenka. Lastly, Andy dives into what Novak Djokovic and Alexander Zverev have to do to survive their Semi-Final matched against Carlos Alcaraz and Jannik Sinner. COMMENT BELOW: Who do you have taking home the Women's Trophy? Who do you have advancing into the Men's Final?
MRKT Matrix - Thursday, January 29th S&P 500 falls as Microsoft dives 10%, software stocks tumble (CNBC) Software stocks enter bear market on AI disruption fear with ServiceNow plunging 12% (CNBC) Microsoft Heads for Worst Market Loss Since DeepSeek Hit Nvidia (Bloomberg) Nvidia, Microsoft, Amazon in Talks to Invest Up to $60 Billion in OpenAI (The Information) Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots (CNBC) Gen Z is playing the economy like a casino (Axios) U.S. Companies Are Still Slashing Jobs to Reverse Pandemic Hiring Boom (WSJ) Trump Says Deal Is Close With Democrats to Avert Shutdown (WSJ) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
France's decision to discontinue American collaboration platforms such as Zoom and Microsoft Teams for government use—replacing them with the domestically developed Vizio platform—signals a shift toward digital sovereignty and data control within regulated jurisdictions. This move, formalized as part of France's Suite Numerique and to be implemented by 2027, highlights the increasing fragmentation of technology policy where national governments assert authority over platform selection and sensitive data handling. The development underscores operational risk for MSPs and IT service providers as assumptions of technology homogeneity across regions become unreliable.Supporting these shifts, South Korea enacted the world's first comprehensive AI legislation, requiring mandatory labeling of AI-generated content and risk assessments for high-impact systems, such as those in hiring and healthcare. According to the transcript, 98% of AI startups in South Korea report they are not prepared for compliance. Both developments reveal a pattern: early regulatory efforts tend to produce vague requirements, unclear enforcement, and real operational complexity. Providers operating in multiple jurisdictions must now anticipate compliance fragmentation and increased overhead as regulatory regimes diverge.Additional analysis focused on the continued evolution of the managed services stack, particularly through the lens of AI and workflow automation. Companies like Thrive are investing in enterprise platforms that embed AI-driven reasoning within workflow tools, shifting coordination away from traditional PSA ticketing systems. Meanwhile, integrations such as Quark Cyber with ScalePad's Lifecycle Manager X, and new partnerships between ServiceNow, TeamViewer, Anthropic, and OpenAI, illustrate a market splitting between providers focused on standardization and those managing more complex, enterprise-like environments. Microsoft's financial results further highlighted this trend, with record capital expenditure on AI infrastructure and increased reliance on proprietary chips to reduce dependency on external vendors like Nvidia and OpenAI.For MSPs, these developments raise practical governance and accountability questions. Shifts in regulatory authority and technology platforms create increased risk exposure for providers that do not proactively manage cross-jurisdictional compliance and secure defaults. Vendors are tightening control over platforms as AI becomes central to product architecture, often prioritizing internal risk management over shared upside with partners. Providers that fail to enforce robust data governance, understand cost drift, or plan for architectural lock-in are positioned less as strategic advisors and more as absorbers of client and vendor risk.Four things to know today00:00 France's Platform Ban and South Korea's AI Law Show Regulation Catching Up to Technology04:23 AI Is Reshaping the MSP Tool Stack as Thrive, ServiceNow, and ScalePad Take Different Paths07:37 Microsoft's SMTP AUTH Delay and CISA's AI Slip Show the Risk of Optional Security ControlsAND10:26 Earnings Show Microsoft Turning AI From Feature to Infrastructure as Partner Risk GrowsSponsored by: TimeZest
In this episode, Avanish and Drew discuss:Drew's early journey from systems integrator to one of Salesforce's first top sales leadersHow Salesforce's “connect the dots” sales motion enabled enterprise expansion beyond PLGWhy relationship visibility—not lack of relationships—is the real bottleneck in enterprise salesThe concept of “social capital” and why misused intros burn trust instead of creating itCTD's hybrid model for individuals and enterprises—and why both matterDrew's vision for CTD as a trust layer and emerging relationship platformHost Avanish SahaiAvanish Sahai is a Tidemark Fellow and served as a Board Member of Hubspot from 2018 to 2023; he currently serves on the boards of Birdie.ai, Flywl.com and Meta.com.br as well as a few non-profits and educational boards. Previously, Avanish served as the vice president, ISV and Apps partner ecosystem of Google from 2019 until 2021. From 2016 to 2019, he served as the global vice president, ISV and Technology alliances at ServiceNow. From 2014 to 2015, he was the senior vice president and chief product officer at Demandbase. Prior to Demandbase, Avanish built and led the Appexchange platform ecosystem team at Salesforce, and was an executive at Oracle and McKinsey & Company, as well as various early to mid-stage startups in Silicon Valley.About Drew SechristDrew Sechrist is a Salesforce veteran who helped grow the company from $0 to over $1B in revenue. As the #1 global sales manager and account executive, Drew mastered the art of leveraging relationships for warm introductions to close deals faster and bigger.With co-founder Ian Swinson, another Salesforce alum with deep expertise in CRM and social networks, they've built Connect The Dots™ to empower professionals and companies to harness the power of their networks. The vision? A free, intuitive way for individuals to carry their relationships with them, while helping companies replace expensive, ineffective cold outreach with strategic network intelligence.About Connect The Dots (CTD)CTD is the Relationship Activation Platform that helps go-to-market teams instantly find and request introductions to key decision-makers using real relationships from across their company, board, investors, advisors, customer champions, and more.Whether it's a warm path through your CEO, a trusted investor, a strategic partner, or even a personal connection, CTD reveals who actually knows your target buyers and makes it easy to request and track trusted intros at scale. We turn hidden networks into a repeatable, high-impact channel for modern sales teams. Learn more at www.ctd.aiAbout 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.Relevant LinksFollow our host, Avanish SahaiLearn more about Tidemark
The Information's Sri Muppidi breaks down exclusive reporting on Nvidia, Amazon, and Microsoft's multi-billion dollar talks to join OpenAI's $100 billion funding round. We then speak with Theory Ventures' Tomasz Tunguz about Meta's bullish earnings and Microsoft's data center capacity crunch, followed by Ross Gerber on Tesla's decision to kill the Model S and Model X. Finally, Armis CEO Yevgeny Dibrov discusses why his company sold to ServiceNow for $7.75 billion instead of pursuing an IPO.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-microsoft-amazon-talks-invest-60-billion-openaihttps://www.theinformation.com/briefings/servicenow-shares-dip-7-sales-forecast-ceo-clarifies-m-strategySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
Andy Roddick and Producer Mike break down results from Day 11 of the 2026 Australian Open, covering the biggest results, standout performances, and storylines shaping the tournament. Andy Roddick explains the "pitcher's logic" behind the Shelton vs Sinner matchup and why protecting a second serve against the world No. 1 is a losing battle. We also dive into Rybakina's dominance over Swiatek and Novak Djokovic's "reset" after a bizarre injury-shortened match. COMMENT BELOW: Who do you have advancing into the Women's Final? Who do you have advancing into the Men's Final?
APAC stocks traded mixed with an early positive bias seen following the mostly constructive handover from Wall Street, although some cautiousness began to seep through ahead of looming key risk events.China is said to have approved the first batch of NVIDIA's (NVDA) H200 AI chips for import, with sources noting that China has granted approval for the import of several hundred thousand H200 AI chips, later reported to be over 400,000.ANZ shifted its RBA call, in which it now sees a 25bps hike at next week's RBA meeting following the mostly hotter Australian CPI report overnight. European equity futures indicate a firmer cash market open with Euro Stoxx 50 +0.6% following earnings from ASML. Euro Stoxx 50 cash finished with gains of 0.6% on Tuesday.Looking ahead, highlights include New Zealand Trade (Dec), Fed Policy Announcement, BoC Policy Announcement, BCB Policy Announcement. Speakers include ECB's Elderson & Schnabel, BoC's Macklem, Fed Chair Powell. Supply from Germany & US. Earnings from Microsoft, Meta, Tesla, Lam, ServiceNow, IBM, GE Vernova, AT&T, Starbucks, VF Corp, Danaher & AS.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
European bourses are broadly lower; LVMH (-8%) sinks post-earnings, whilst ASML (+4.9%) gains after the company beat across its headline metrics, provided a rosy outlook, and announced a EUR 12bln share buyback.NQ boosted by ASML & SK Hynix earnings, as well as reports that China is said to have approved the first batch of NVIDIA's (+1.7%) H200 AI chips for import.DXY attempts a recovery to the detriment of G10s; AUD among the better performers post-CPI.USTs slightly softer pre-Fed, Bunds little moved on a robust auction, JGBs bid overnight.Crude benchmarks reverse earlier gains; Spot XAU extends above USD 5,300/oz; Copper regains USD 13k/t.Looking ahead, highlights include Fed Policy Announcement, BoC Policy Announcement, BCB Policy Announcement. Speakers include ECB's Schnabel, BoC's Macklem, Fed Chair Powell. Supply from the US. Earnings from Microsoft, Meta, Tesla, Lam, ServiceNow, IBM, Starbucks & AS.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Andy Roddick and Producer Mike break down results from Day 10 of the 2026 Australian Open, covering the biggest results, standout performances, and storylines shaping the tournament. In this recap, they discuss the Alcaraz transition: How Carlos Alcaraz is playing so dominant that his high-profile split with long-time coach Juan Carlos Ferrero is becoming a secondary storyline. Zverev's Serving Clinic: How Alexander Zverev used 24 aces to halt the momentum of 20-year-old American breakout star Learner Tien in a four-set battle. Frustration in Melbourne: The disappointing exit for Coco Gauff, who was unable to find her rhythm against Elina Svitolina and was seen venting her frustration by smashing her racket in the player area after the match. The End of a Run: Iva Jovic's impressive tournament coming to an end at the hands of world No. 1 Aryna Sabalenka. COMMENT BELOW: What was your favorite match from Day 10? Which matchups are you most excited for in Day 11?
ServiceNow is one of the world's biggest SaaS and digital transformation companies is ServiceNow. When their Chief Experience Officer Amy Lokey was recently in Dublin, I caught up with her to find about what her job entails and how AI is being used by ServiceNow.Amy talks about customers user experience, how ServiceNow has embraced AI, how AI has influenced how ServiceNow use CRM's and more.More about ServiceNow:ServiceNow helps organisations connect AI, data, and workflows on one platform. Work works better for everyone across every corner of the business. Their AI platform delivers apps that predict issues, automate processes, and make time for people-powered innovation.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Ekstase bei den Edelmetallen, schwächelnde Geburtstagskinder und die Nordsee-Pakt-Profiteure. Außerdem geht es um Newmont, USA Rare Earth, Nvidia, Coreweave, Cloudflare, Orsted, Vestas, Intel, United Health, Friedrich Vorwerk, Opendoor, Rocketlab, Intuitive Machines, GameStop, Microsoft, Meta, Tesla, Apple, ASML, SAP, ServiceNow, OHB, Airbus und hier geht's zum wöchentlichen AAA-Newsletter: https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Take a Network Break! We start with a Red Alert in Oracle’s WebLogic Server Proxy Plugin for Apache or IIS, which has a severity score of 10. In the news, Fortinet warns that attackers have found a new exploit path against previously-patched vulnerabilities, Microsoft 365 services suffered an outage, and ServiceNow inks a deal with... Read more »
Andy Roddick and Producer Mike break down results from Day 9 of the 2026 Australian Open, covering the biggest results, standout performances, and storylines shaping the tournament. In this recap, they discuss Taylor Fritz falling to Lorenzo Musetti, Iva Jovic and her chances at beating Sabalenka, and the dominant performances from Sinner, Gauff, Shelton, Swiatek, Anisimova, & more. Andy and the team also talk about the quarterfinal matchups and which ones they are most excited for. This episode focuses on match context, player mindset, and how early-round results are setting up the days ahead at Melbourne Park. COMMENT BELOW: What was your favorite match from Day 9? Which matchups are you most excited for in the quarterfinals?
Take a Network Break! We start with a Red Alert in Oracle’s WebLogic Server Proxy Plugin for Apache or IIS, which has a severity score of 10. In the news, Fortinet warns that attackers have found a new exploit path against previously-patched vulnerabilities, Microsoft 365 services suffered an outage, and ServiceNow inks a deal with... Read more »
Take a Network Break! We start with a Red Alert in Oracle’s WebLogic Server Proxy Plugin for Apache or IIS, which has a severity score of 10. In the news, Fortinet warns that attackers have found a new exploit path against previously-patched vulnerabilities, Microsoft 365 services suffered an outage, and ServiceNow inks a deal with... Read more »
A conversation with Jody Elliott, Head of IT Risk and Sustainability at National Grid, on embedding responsible AI and sustainability at scale. In this episode of the ServiceNow Executive Circle Podcast, Jody Elliott, Head of IT Risk and Sustainability at National Grid, explores how sustainability, risk, and AI can work together to create real business value. Operating across critical national infrastructure in the UK and US, Jody shares why “good green operations are just good operations” and why sustainability and responsible AI must be embedded by design, not treated as standalone initiatives. The conversation covers: How IT sustainability, e-waste policy, emissions reduction, and regulatory compliance can drive efficiency, trust, and innovation Practical, real-world AI use cases, including how generative AI can improve compliance and risk oversight by analysing large volumes of unstructured data The importance of AI literacy, human-in-the-loop governance, and strong control frameworks How organisations should prepare for emerging regulation, including the EU AI Act and CSRD What’s next—from rising energy demand and supply chain risk to the next wave of responsible technology Tune in now for a practical, real-world look at how responsible AI and sustainability can drive efficiency, trust, and innovation at scale. If you’ve got an idea for a topic, would like to propose a guest for the show or discuss any of the points raised in this episode with a ServiceNow representative, just send an email to executivecircleuki@servicenow.com And if you are not already an EXECUTIVE CIRCLE member and would like to learn more about our exclusive membership and all the benefits it brings, please visit. See omnystudio.com/listener for privacy information.
AI, Skills, and the Future of Work at Aviva In this episode of the ServiceNow Executive Circle podcast, Kat Finch is joined by Dan Godfrey, Group People Transformation and Talent Director at Aviva, to explore how people strategy, technology, and AI are coming together to reshape the future of work. Dan shares how Aviva’s scale, legacy, and long history influence its approach to transformation, and why operational readiness, adoption, and change management are just as critical as the technology itself. From learning and recruitment to people technology and data analytics, the conversation highlights how HR and IT must work in lockstep to deliver meaningful outcomes for both colleagues and customers. The discussion also dives into the evolving role of AI in skills development, workforce planning, and customer experience. Some key topics include: The evolving role of AI in skills development, workforce planning, and customer experience Highlighting how Aviva is using AI to surface skills and support “squiggly careers” Showing how AI helps colleagues navigate future career paths and learning opportunities Emphasising the importance of human-in-the-loop governance, trust, and responsible use of AI Looking ahead to how AI could democratise financial services by making financial knowledge more accessible Reinforcing why investing in peoples capability remains the most critical transformation for organisations If you’ve got an idea for a topic, would like to propose a guest for the show or discuss any of the points raised in this episode with a ServiceNow representative, just send an email to executivecircleuki@servicenow.com And if you are not already an EXECUTIVE CIRCLE member and would like to learn more about our exclusive membership and all the benefits it brings, please visit. See omnystudio.com/listener for privacy information.
Andy Roddick and Producer Mike break down results from Day 8 of the 2026 Australian Open, covering the biggest results, standout performances, and storylines shaping the tournament. In this recap, they discuss Daniil Medvedev falling to Learner Tien, Djokovic and Sinner both getting lucky breaks to get into the Quarter Finals, and the dominant performances from Alcaraz, Sabalenka, Gauff, Ruud, Svitolina, Jovic, & more. This episode focuses on match context, player mindset, and how early-round results are setting up the days ahead at Melbourne Park. COMMENT BELOW: What was your favorite match from Day 5? Which matchups are you most excited for on Day 6?
Summary In this episode, Amas Tenumah and Bob Furniss delve into the current state of Software as a Service (SaaS) and its intersection with artificial intelligence (AI), particularly in the context of contact centers. They discuss the recent downturn in stock prices for major SaaS companies like Salesforce and ServiceNow, attributing this to Wall Street's skepticism about the actual impact of AI on these platforms. Amas expresses concern that the hype surrounding AI is outpacing the reality of its implementation, suggesting that many companies are not yet ready to fully embrace AI-driven solutions. Bob echoes this sentiment, emphasizing the importance of expertise and experience in successfully implementing these technologies. AI hype is ahead of customer readiness. Wall Street is skeptical about SaaS companies' future. Vibe coding may not replace the need for expertise. Experience in implementation outweighs potential of new tech. Both extremes of AI adoption are currently inaccurate. Sound bites "Service now stock hasn't been this cheap in like four years." "There's two different stories going on here." "Both extremes are wrong today." Chapters 00:00 Introduction and Current Market Overview 00:53 The Impact of AI on SaaS Companies 03:42 Building vs. Buying: The New Paradigm 07:18 Navigating Contract Renewals and New Technologies 10:49 The Future of AI in the Contact Center Industry 13:38 Conclusion and Key Takeaways
Andy Roddick analyzes Jannik Sinner vs Elliot Spizzirri, Recaps Day 7 of the 2026 Australian Open, and re-picks the winners starting with the Quarter Finals! FILL OUT YOUR OWN BRACKET HERE: https://served.bracket.tennis/ Andy has a the possibility of a perfect Quarter Final bracket heading into the Round of 16, but is it about to crumble? We're diving into the Redraw Show while also recapping all the matches and stories from Day 7! COMMENT BELOW: Who do you have winning it all in Melbourne? Learn more about ServiceNow here: https://www.servicenow.com/?campid=271869&cid=pc:brd:brnd:served:26q1:paitwfp_audioredirect_PAITW2_GAI_PAITWFP_HostRead_:none:br_ams:awa&utm_medium=podcasts&utm_source=served
The AI Breakdown: Daily Artificial Intelligence News and Discussions
At Davos, leading AI lab heads sharply accelerated their timelines for artificial general intelligence, with Demis Hassabis pointing to a roughly five-year horizon and Dario Amodei arguing it could arrive far sooner. Those compressed timelines are now reshaping debates around chip exports, AI pauses, and whether global coordination is even possible as competition intensifies. The message is no longer theoretical risk—it's near-term disruption, and society is not ready. In the headlines: Google says it has no plans for ads in Gemini, Meta may be pulling back on in-house chips, OpenAI signs a major enterprise deal with ServiceNow, and new signals emerge on the timing of OpenAI's first hardware.
Ross Luebe is Head of Creative Technology at Athletics, where he leads the design and development of digital platforms that bridge design and technology. Since joining Athletics in 2013, he has driven innovative projects for clients including Square, ServiceNow, Amazon Design, and WordPress VIP. His work is defined by a collaborative, solutions-driven approach that brings ambitious creative concepts to life through seamless, high-performing digital experiences. Ramblings of a Designer podcast is a monthly design news and discussion podcast hosted by Laszlo Lazuer and Terri Rodriguez-Hong (@flaxenink, insta: flaxenink.design) LinkedIn Page: https://www.linkedin.com/company/ramblings-of-a-designer/ Facebook: https://www.facebook.com/Ramblings-of-a-Designer-Podcast-2347296798835079/ Send us feedback! ramblingsofadesignerpod@gmail.com Support us on Patreon! patreon.com/ramblingsofadesigner
In this episode of the HR Leaders Podcast, we sit down with Jayney Howson, SVP Global Workforce Skills & Talent Readiness at ServiceNow , to unpack why “talent readiness” has become a burning platform for companies trying to keep pace with AI, platform adoption, and customer transformation. Jayney shares how ServiceNow builds skills for both its 28,000 employees and the millions of practitioners who power ServiceNow implementations inside the world's largest enterprises, including 85% of the Fortune 500.She explains how ServiceNow built ServiceNow University, an AI powered, hyper personalized learning platform designed around the concept of the “University of You”, where every learner's journey adapts to their context, their role, their skills, and their career aspirations. Jayney breaks down why minimum viable duration, skills profiles, and embedded learning experiences are replacing traditional course catalogs, and why democratizing training (including making it free) unlocks capability at global scale.Most importantly, she shares why transparency, trust, and psychological safety matter more than ever as skills shift, roles evolve, and automation changes the nature of work, and why, if we do this right, the future of work becomes more human, not less.
We're back! Explore the future of artificial intelligence in the year 2026 with Patrick McGarry, Federal Chief Data Officer at ServiceNow, and Dr. Jupiter Bakakeu, Lead Generative AI Technologist at Alteryx. This milestone 200th episode examines the critical shift from AI as an answer machine to AI as an autonomous work agent capable of executing tasks independently. Learn about the four characteristics of AI agents (perceive, reflect, act, learn), discover which tasks organizations should and shouldn't delegate to AI, and understand why modernization, trust, and governance matter more than model selection. Panelists:Patrick McGarry, Federal Chief Data Officer @ ServiceNow - LinkedInJupiter Bakakeu, Lead Generative AI Technologist @ Alteryx - LinkedInJoshua Burkhow, Chief Evangelist @ Alteryx - @JoshuaB, LinkedInShow notes: ServiceNowAlteryxData.world"Beyond the Algorithm" by Patrick McGarry (upcoming publication) Interested in sharing your feedback with the Alter Everything team? Take our feedback survey here!This episode was produced by Cecilia Murray, Mike Cusic, and Matt Rotundo. Special thanks to Andy Uttley for the theme music.
Plus: Baidu's AI assistant hits 200 million monthly active users. And Texas rare-earth magnet maker Noveon Magnetics secures $215 million in new funding. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
January 20, 2026: Oxford Economics data suggests AI-driven layoffs are still a small slice of overall job cuts, raising questions about whether AI is being used as a convenient explanation for traditional cost cutting. At the same time, Goldman Sachs warns that up to 25% of work hours could be automated—not as a job apocalypse, but as a task-level shock that exposes poorly designed roles. I also unpack new PwC research showing that most CEOs aren't seeing meaningful ROI from their AI investments yet—and why that failure has more to do with broken workflows and leadership decisions than with the technology itself. Meanwhile, a quieter but more consequential shift is happening as physical AI and robotics move rapidly into logistics, manufacturing, healthcare, and other parts of the real economy. And finally, I explain why ServiceNow's partnership with OpenAI signals AI moving into the core "plumbing" of organizations—where it will force leaders to confront inefficiency, bureaucracy, and outdated ways of working. Grab a copy of my new book: https://8exlaws.com/ Request to join my CHRO group: https://futureofworkleaders.com/
Join us LIVE on Mondays, 4:30pm EST.A weekly Podcast with BHIS and Friends. We discuss notable Infosec, and infosec-adjacent news stories gathered by our community news team.https://www.youtube.com/@BlackHillsInformationSecurityChat with us on Discord! - https://discord.gg/bhis
SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast
Infection repeatedly adds scheduled tasks and increases traffic to the same C2 domain https://isc.sans.edu/diary/Infection%20repeatedly%20adds%20scheduled%20tasks%20and%20increases%20traffic%20to%20the%20same%20C2%20domain/32628 BodySnatcher (CVE-2025-12420): A Broken Authentication and Agentic Hijacking Vulnerability in ServiceNow https://appomni.com/ao-labs/bodysnatcher-agentic-ai-security-vulnerability-in-servicenow/ Starlink Terminal GPS Spoofing/Jamming Detection in Iran https://github.com/narimangharib/starlink-iran-gps-spoofing/blob/main/starlink-iran.md