Podcast appearances and mentions of steven boyle

Master the new Microsoft Marketplace ecosystem. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ Discover the tectonic shifts happening within the Microsoft ecosystem as Cyril Belikoff and Jon Yoo dive deep into the unification of the Microsoft Marketplace and the explosive rise of AI-driven commerce. This comprehensive discussion explores how the marketplace is transitioning from an incubation island to the mainland of Microsoft’s go-to-market strategy, allowing partners to tap into massive Azure consumption commitments. Learn how product-led growth, AI agents, and optimized digital flows are replacing traditional sales motions, making cloud marketplaces the default engine for scaling revenue in 2026 and beyond. https://youtu.be/cAeSIEXbnNo Key Takeaways Microsoft unified its various marketplaces into a single digital flywheel for customers to discover, try, and buy applications. Applications, such as Copilot certified agents, are contextually surfaced directly within Microsoft products to meet users in their flow of work. Customers are making massive Azure commitments, and purchasing full software stacks through the marketplace retires those commitments entirely. Cloud marketplaces have evolved from a secondary channel into the default go-to-market engine with triple-digit revenue growth. Partners must shift from deal-led transactions to product-led growth by optimizing their digital marketplace listings for AI and search engines. The future of software procurement will increasingly involve AI agents acting on behalf of organizations to seamlessly integrate multiple smaller applications. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags: Microsoft Marketplace, Azure commitments, AI agents, Frontier transformation, M365 Copilot, Foundry, digital flywheel, co-selling, product-led growth, ecosystem shift, SaaS distribution, REO, resale enabled offer, listing optimization, search engine optimization, agentic commerce, cloud go-to-market, revenue recognition, multi-party private offers, Hyperscalers Transcript: Cyril Belikoff and Jon Yoo Audio Podcast [00:00:00] Cyril Belikoff: Why do you have to outsource this or create this vi? Just edit the video right there yourself. Like why do you have to just go do the, as a marketer you want to create a beautiful piece of content, just go and create it. ’cause it can create it for you. Now [00:00:13] Jon Yoo: you can feel it happening. The ecosystem is shifting beneath us, the way Hyperscalers are partnering. [00:00:19] Jon Yoo: How AI is remaking the channel and what it means to win in 2026. [00:00:25] Vince Menzione: Welcome to The Ultimate Partner Podcast. I’m Vince Manzione, your host. [00:00:30] Jon Yoo: We just wrapped up two days in Bellevue with some of the sharpest partner leaders in the business, and what we heard wasn’t incremental, it was tectonic. In this series, we’re going deeper into these conversations, the insights, the frameworks, the real movement we’re seeing in this market right now, because being in the room changes everything and we’re bringing that room to you. [00:00:55] Vince Menzione: And I am thrilled actually for this next one. Uh, I’ve had this opportunity to spend a little bit of time with this gentleman before, and welcoming him back is a pleasure and an honor. Cyril Beov, the vice president. I’m gonna botch up your title ’cause I always say marketplaces, but it’s much more than that. [00:01:14] Vince Menzione: So come on up, zero. And we’re gonna have a conversation and Cyril is amongst other things at Microsoft. Good to see you, sir. Yeah, [00:01:24] Cyril Belikoff: you too, [00:01:25] Vince Menzione: uh, is responsible for the, the Microsoft marketplace. [00:01:29] Cyril Belikoff: Are these your notes here? [00:01:30] Vince Menzione: These are, um, what is that? Yeah, these is gonna be our, our questions, so we, yeah, I, I need help sometimes so prompting, but, uh, so great to have you. [00:01:38] Vince Menzione: So just for purposes of title and context, ’cause your role is much bigger than just marketplace. Yeah. And we’re, we’re gonna sit down and John, is this me? Yes. And then John’s gonna join us. [00:01:47] Cyril Belikoff: Okay. Great. [00:01:48] Joe, [00:01:48] Vince Menzione: well, we’re gonna get started and start having a conversation. And we’ve, we’ve done some of these things before. [00:01:53] Vince Menzione: I’ve, I’ve had, you had me on your stage Yes. In your event at Alyssa Taylor’s event. [00:01:57] Cyril Belikoff: Yes. [00:01:58] Vince Menzione: And then, uh, we’ve, we’ve done some nice things together on stage, both at, at our event in Redmond last year. Yes. Then at our big, uh, ignite breakfast back [00:02:07] Cyril Belikoff: and forth, we had Vince come to our wider org and sort of, uh, I got to do the reverse. [00:02:13] Cyril Belikoff: And so interview him in front of a bunch of, uh, 500 marketers on what do we have to think about for partners. And so he gave us sort of the what’s going on in the partner ecosystem, how to think about it as we think about it, our marketing. [00:02:26] Vince Menzione: And I tried to be candid and represent this group. [00:02:28] Cyril Belikoff: Yeah, that’s great. [00:02:29] Yeah. [00:02:30] Vince Menzione: Was wonderful. Thank you for doing that. [00:02:31] Cyril Belikoff: Yeah. [00:02:32] Vince Menzione: You, you work, you work in an amazing organization. Um, I’ve known Alyssa for many years as well, and you’re an incredible leader. And I just, I wanna frame this maybe with a conversation about, ’cause we’re gonna talk about what’s changed, but, but I think it’s still important for everybody in the room to understand what you did and what your team orchestrated around market. [00:02:52] Cyril Belikoff: Yeah, [00:02:52] Vince Menzione: because it was fragmented, it was in different organizations, it felt very dis disorganized, I guess. Yeah. For lack of a better word. [00:02:59] Cyril Belikoff: Yeah. Thank you. Um, essentially we took it from incubation Island to the mainland Microsoft. I love it. Uh, GTM [00:03:07] Vince Menzione: Yeah. [00:03:07] Cyril Belikoff: Is the simplest way to think about it. Um, and, uh, come September last year now, uh, we unified the, the, the, the many marketplaces. [00:03:19] Cyril Belikoff: Uh, whether it was an Azure marketplace or AppSource and others, and we created the new Microsoft marketplace. Yeah. So one single place for customers to come, discover, try, buy, and for partners, software companies and other NSIs to put their wares up. And, uh, it was the first step in a vision for us to create this digital flywheel for us to bring our customers and our partners together in a more, you know, automated way. [00:03:47] Vince Menzione: Which it, it sounds crazy when you think about it, right? Microsoft has always been like the partnership leader, the leader in the technology, and to have fragmented marketplaces before, right? Yeah. And so what clarity to bring that all together. [00:04:00] Cyril Belikoff: Yeah. It was a big, it was a big step for us and I think what we realized is that customers and partners were saying, Hey, uh, it’s all one place. [00:04:07] Cyril Belikoff: If I’m looking for a SaaS application or an agent or, and plug into teams or whatever it is. I just want to get it all in one spot. Uh, and, uh, and then we need you to connect us to your channel. [00:04:21] Vince Menzione: Yes. [00:04:21] Cyril Belikoff: Uh, and your partners and, uh, can you build out, you know, partner capabilities for that Connects channel to software companies, to, to customers in a digital flywheel way. [00:04:30] Cyril Belikoff: Um, one of the things we actually also announced at that time was this concept of what we call. The marketplace framework. So it’s not just the fact that we have this digital experience or web experience, but that, um, applications that go into the marketplace, depending on the type of applications they get contextually surfaced within Microsoft products. [00:04:53] Vince Menzione: Okay. [00:04:53] Cyril Belikoff: And so if you’re, [00:04:54] Vince Menzione: explain that for this Yeah. For me and for this crap. [00:04:57] Cyril Belikoff: Yeah. So if you are a, um, if you’re a co-pilot certified agent. M 365 copilot agent, you’ll be in the marketplace, but you’ll also be automatically surfaced inside the M 365 copilot, um, product. [00:05:11] Vince Menzione: Nice. [00:05:12] Cyril Belikoff: Same for, uh, large language models in foundry, add-ins in teams, those sort of things. [00:05:18] Cyril Belikoff: ’cause it’s one thing to be where people go to discover Tribu, but users also go into these stores, whether it’s a developer user or an end user. They go in the flow of their work and they want to move quickly. Yes. And so, uh, so they have access. We think that’s very attractive. And the feedback was, Hey, that’s quite differentiated. [00:05:35] Cyril Belikoff: ’cause we have, uh, hundreds of millions of customers in these products every day. [00:05:39] Vince Menzione: Yes. [00:05:39] Cyril Belikoff: And so giving our customers access, our partners access to it and improving their customer experience, um, has worked out well. [00:05:47] Vince Menzione: And something else you did too, because at one point, you know, we were talking about co-selling and single-threaded. [00:05:53] Vince Menzione: And Microsoft has this incredible ecosystem and channel. [00:05:57] Cyril Belikoff: Yes. [00:05:58] Vince Menzione: And it, it was totally disconnected from the whole marketplace strategy, right? Yes. Yeah. [00:06:03] Cyril Belikoff: Yeah. So we, uh, um, we launched, I think in, uh, sorry. At that time in September, we launched five of our largest distributors who were also federating the Microsoft marketplace into their marketplaces. [00:06:16] Cyril Belikoff: And then in the November timeframe at Microsoft Ignite, we launched resale enabled offer [00:06:23] Vince Menzione: RO, [00:06:23] Cyril Belikoff: which is REO, which is a new capability that is proven extremely popular, that connects the software company and the reseller, you know, um, to go and do more deals at scale faster. So [00:06:36] Vince Menzione: we have, we have four of the Es in the room, [00:06:38] Cyril Belikoff: right? [00:06:38] Vince Menzione: Some of the four at the top. Five or six. And then also one of your largest resellers software, one is here as well. [00:06:45] Cyril Belikoff: Yeah. Great. [00:06:46] Vince Menzione: Yeah. [00:06:47] Cyril Belikoff: Great. So it’s, uh, we’ve been busy. [00:06:48] Vince Menzione: Yeah. [00:06:49] Cyril Belikoff: Yeah. Like I said, um, uh, much more work to do. But we are moving from like this incubation project to mainland get it integrated into our core customer, go to market, uh, so that our, uh, software companies and partners have access to those customers. [00:07:03] Cyril Belikoff: And then integration, uh, with the channel. So [00:07:06] Vince Menzione: it’s been a lot happening these last 12 months. Uh. Then Frontier, let’s talk about Frontier. That’s another piece of this. [00:07:14] Cyril Belikoff: Yeah. I’m sure Steven touched on, uh, frontier Transformational or becoming Frontier or Frontier Firm. So probably not helpful to me rehash that. [00:07:23] Cyril Belikoff: I think in general. If you go to a Microsoft discussion or session and you don’t hear about frontier or Frontier transformation, please like, raise your hand and give feedback because that is, um, [00:07:34] Vince Menzione: I kept away from the word frontier with Steve. We were talking about it, but we weren’t using the term frontier. [00:07:38] Vince Menzione: Yeah. ’cause I feel like it gets overused. It’s, [00:07:40] Cyril Belikoff: yeah, it does. It’s, it’s sort of, um, what we try to do with it is articulate it in a way that it’s not just about AI for AI’s sake. [00:07:48] Vince Menzione: Yeah. [00:07:48] Cyril Belikoff: But it’s AI based on what the customer outcome is trying to, what the customer is trying to achieve on their outcome. Um, and so as part of that, of course, you know, agents, AI applications is a big part of what’s driving customers’ capability of, uh, to become frontier. [00:08:05] Cyril Belikoff: And, uh, the marketplace is part of that. ’cause they can either custom build that. Uh, or they can, you know, buy off the shelf, right? Uh, or, and actually in Combin they do mostly they do both, right? And so, um, in order to accelerate their ability to become more frontier, we have these, uh, partners that build, uh, third party solutions through a marketplace. [00:08:27] Cyril Belikoff: And then, uh, uh, those same partners or others that build bespoke solutions around that. So, um, a lot of momentum around, uh, AI apps and agencies, as you can imagine. Um, we have, I think, 5,000 plus AI apps and agents. [00:08:43] Vince Menzione: I was gonna ask you what you’re focused on now, but you, I think you’re tying into this now already. [00:08:47] Cyril Belikoff: Yeah. Um, so of course that’s important. [00:08:50] Vince Menzione: Yeah. [00:08:50] Cyril Belikoff: But really for us it’s about doubling down on driving customer, customer demand. How do we merchandise the right things that customers are looking for? How do we, uh, accelerate any of our flows? Like we will spend hours just looking at like the flow of one scenario. [00:09:07] Cyril Belikoff: Where is it getting stuck? How do we improve it? Um, and then how do we connect it to the channel? And, and what, what more things can we do like EO or multi-party private offers and the like, and we have. Probably an announcement a month in the next three or four months. [00:09:24] Vince Menzione: Oh, come on. Let’s, [00:09:24] Cyril Belikoff: that will, [00:09:25] Vince Menzione: I know, I know it’s early. [00:09:26] Vince Menzione: I know it’s early, but you, you’ve got some, I know you’ve got some things. Think [00:09:29] Cyril Belikoff: about the customer experience. Think about the channel integration and dream about [00:09:33] Vince Menzione: what maybe more of a global scale with some of the offerings, maybe, maybe. Um, so, you know, I, so I, the earnings, we talked about the earnings with Steven, but I thought that there was a very compelling number around the commitment number. [00:09:46] Vince Menzione: Yes. You and you run your Azure as part of your remit. We didn’t go through your entire remit. [00:09:50] Cyril Belikoff: Yep. [00:09:51] Vince Menzione: It’s not just marketplace. You also, you also own the Azure number. [00:09:53] Cyril Belikoff: Yep. [00:09:54] Vince Menzione: Let’s talk about that. [00:09:55] Cyril Belikoff: Yeah. Um. You know, it’s, it’s exciting times for customers. They want to do things not only with us, but with everyone in the room. [00:10:04] Cyril Belikoff: Um, and they are making very large commitments, huge commitments over the next two to three years to spend on Azure. Um, and so it’s now our joint jobs to go and help them identify the right business outcome and go and, you know, consume that commitment. It is just a commitment. It’s not actual. Consumption. [00:10:27] Cyril Belikoff: Yes. And so it’s all of our jobs to take advantage of that. The, the customers are saying, Hey, we have line of sight to the types of things we want to go do over the next two to three years. Uh, probably not everything is, you know, i’s dotted and t’s across, but they have line of sight to most of it. Um, and how do we go help them drive that? [00:10:46] Cyril Belikoff: Um, and so from an Azure perspective, obviously that’s very encouraging for us. It, it allows us to. Invest in more data centers and more capacity that we are doing as fast as we can. Um, and then, um, and then of course on marketplace, the marketplace can retire. [00:11:04] Vince Menzione: That’s [00:11:04] Cyril Belikoff: that Azure commitment. That’s, [00:11:05] Vince Menzione: I wanted to make sure [00:11:06] Cyril Belikoff: people understand that the, in fact, not only the Azure component from the marketplace, but the full software stack from the partner, uh, the software company retires the Azure commitment. [00:11:17] Cyril Belikoff: So if it’s. Uh, I’ll make it up if it’s, uh, a hundred bucks and it’s 50 50, it’s not 50 50, but, um, I won’t disclose any percentages, but let’s say it’s 50 50, it’s much more for the software company, by the way. Um, if it’s 50 50, it’s not just like the $50 for Azure that gets retired. It’s the entire a hundred dollars that gets retired on the customer commitment, commitment, which is great for the software company. [00:11:39] Cyril Belikoff: It’s also great for the customer that they can, you know. Bring that through, uh, to, uh, to their Azure commitment. And we do the same thing with our sellers. So the marketplace sales retire our sellers compensation. So we’re like checking every box so that there’s no friction in the system. So that, so the partner, the customer, our sellers, they’re all juiced to go and. [00:12:03] Cyril Belikoff: Deals with marketplace. [00:12:04] Vince Menzione: I, I hope everybody un understand. I mean, I understand this. I hope everybody else understand this too. ’cause I, I was, watch, you know, I, I, I watched LinkedIn and I see people post things and somebody made a comment about how difficult it was to use Microsoft Portal. And I was thinking to myself, do you realize that there’s, I’ll say 150 billion, but it’s probably a bigger number than that. [00:12:22] Vince Menzione: That’s a total addressable market available to you if you’re a Microsoft partner. You can access these customer commitments. [00:12:30] Cyril Belikoff: Oh yes. [00:12:30] Vince Menzione: If you bring your product on Mark over 400 now [00:12:32] Cyril Belikoff: Yeah. [00:12:33] Vince Menzione: You bring your product into the marketplace, you have access and the customer can retire that commitment. [00:12:38] Cyril Belikoff: Yeah. [00:12:39] Vince Menzione: Without having to justify a new cost justification. [00:12:41] Cyril Belikoff: Yeah. They don’t have to go to procurement. They don’t have to. Yeah. [00:12:44] Vince Menzione: Yeah. I mean, it’s a huge opportunity. [00:12:46] Cyril Belikoff: Yeah. [00:12:46] Vince Menzione: So, um, so you’ve been focused on quite a bit. We wanted to invite John on stage. [00:12:53] Cyril Belikoff: Great. [00:12:53] Vince Menzione: John, you from Sugar is here. Where’s John? Is John in the house? Where’s John? [00:12:57] Cyril Belikoff: There he is. [00:12:58] Vince Menzione: Who’s also an expert in Marketplace. [00:13:00] Vince Menzione: A great friend of Ultimate Partner. Great. Hey, how’s it going? He’s a great partner of Ultimate Partner. Great to see you, sir. All the way from San Fran. Oh, actually we’re on your side of the coast, so, uh, it’s long. He looks [00:13:12] Jon Yoo: cooler than us [00:13:12] Vince Menzione: though. He, he always looks cool. I said that about time. [00:13:15] Jon Yoo: You know, I gotta be comfortable. [00:13:16] Jon Yoo: I gotta be comfortable. [00:13:18] Vince Menzione: So John, good to, good to have you. You’re thanks for having us. You guys are like, every time I see a post from you, you’re moving into a new office space ’cause you’ve outgrown your office space. [00:13:26] Jon Yoo: Yeah, we’re, we’re really excited about the new office. We have hvac, which is a, a big, big, uh, it’s a big thing. [00:13:31] Jon Yoo: Improvements, high ceilings, you know, the whole works h help [00:13:36] Cyril Belikoff: sometimes. Yeah, [00:13:37] Jon Yoo: yeah, yeah, yeah. We, we have our, uh, office opening party if anyone’s an SF on Ally first. [00:13:41] Vince Menzione: Nice. Nice. Yeah. May, may, May 21st. May 21st. That’s right. Well, so, so you’ve been, you’ve had like a front row seat to all of this. I would love to get your perspective on what you’re seeing across partners and what’s changed over the last 12 months. [00:13:55] Jon Yoo: Yeah, so, uh, for those that don’t know, um, sugar is a, uh, a revenue platform for cloud marketplaces and co-selling. Um, so we partner very closely with Microsoft as well as either hyperscalers and other marketplaces like Snowflake, Alibaba, et cetera. And what we, what, what I’m seeing is a couple things. One marketplace is becoming a default to go to market engine. [00:14:17] Jon Yoo: So, you know, I think a lot of people see the stats about how the, the GMV, so, you know, the, the throughput through these marketplaces have been doubling. We’re seeing that in our data as well. So we’re seeing triple digit revenue growth from marketplaces. We’re seeing companies who, you know, maybe the earlier end of marketplaces were infra platform layer of software that used to really adopt it. [00:14:37] Jon Yoo: Now you’re seeing. You know, explosion in a business application layer of companies as well. And so that’s super exciting. I’d say the second piece is channel players are getting more and more involved. Um, I think, you know, I’m the Silicon Valley SaaS bubble, uh, or the AI bubble, so to speak. And I didn’t know as much about the channel world and even these big AI companies. [00:14:59] Jon Yoo: I mean, you’re seeing unprecedented, unprecedented demand, uh, for these, you know, LMS or these AI biz apps. And despite that, they are really working with a partner ecosystem because you’re realizing that most of the world do not really know how to adopt ai. Yeah. And they’re really leaning on expertise. [00:15:18] Jon Yoo: And these AI companies, AI native companies, are looking to channel partners who have these. You know, relationships with their end buyers on how to deliver change managements, how to deliver enablement, not just a system integration site. [00:15:32] Vince Menzione: And they’re also looking to the platform or platforms in the case, Microsoft here also. [00:15:36] Vince Menzione: Right. Which, because like what, where am I gonna do just go out and buy philanthropic or Claude or whatever? I need that to be integrated into my enterprise as well. Right, exactly. [00:15:46] Jon Yoo: So we’re definitely seeing like more adoption of Microsoft Foundry, for example, as people think about security and governance and whatnot. [00:15:52] Vince Menzione: Yeah. Very cool. Any comments on, on? [00:15:55] Cyril Belikoff: Yeah, that makes absolute sense. It’s, uh, um, you know, lots of layers to AI from data. The a, the AI layer itself, the application layer, uh, and innovations happening at all of those pieces of the stack. Um, and so when a software company is trying to, you know, uh, modernize their thought process or build new. [00:16:19] Cyril Belikoff: They ha they have to think about all of those components. Foundry obviously is the AI layer and it provides them with capability to be agile and move quickly and do compliance and, and snap into an organization’s, um, architecture. But it’s the same applies to data, like how it’s fine to have AI but doesn’t, doesn’t do anything without data. [00:16:40] Vince Menzione: Right. [00:16:40] Cyril Belikoff: And so then how do they get data in the cloud? Um, uh, [00:16:44] Vince Menzione: and then how do you security [00:16:45] Cyril Belikoff: govern and govern, right? And how you secure govern, you know, all those sort of things. So obviously we have first party experiences, but they have partners with, um, their own solutions. They’re built on top of, [00:16:53] Vince Menzione: yeah. [00:16:53] Cyril Belikoff: Those Microsoft layers. And, uh, you know, like John says, lots of momentum. [00:16:58] Vince Menzione: So let’s talk about the maturity curve. Like walk us through it. Where do you see partners in this room sitting today? And what does it take to move for them to move to the next stage? Like, what would be your guidance for, for this group? [00:17:11] Jon Yoo: So, you know, we, we work across the entire spectrum of companies. You know, we work with the, the largest enterprises who’ve done billions through these marketplaces like Snowflake, workday, to leading AI companies like Glean or OpenAI, uh, to earlier stage startups who are completely new to marketplaces and really look for, for guidance around what do I do in my first 90 days? [00:17:33] Jon Yoo: How do I get the attention of Microsoft sellers, or how do I. Optimize my marketplace operations so that we can be discovered, uh, really easily on Microsoft Marketplace and others. And the, the way that I think about it is companies first come on, because it is buyer driven oftentimes. So, I mean, that’s just the truth of the nature of you have these big enterprises that want to, you know, burn down their Mac agreements, for example, and that’s how they get started. [00:17:59] Jon Yoo: And or a, a as like this whole space maturing, you’re seeing. A new CRO come in and they’ve done this at X, Y, Z companies and they want to bring that playbook over. But then as they start to do a couple deals through these marketplaces, they think, and this is start of the the flywheel, right? Hey, what do I need for co-selling? [00:18:19] Jon Yoo: And there are systems, you know, integrations and playbooks that need to be done well. Once you do have co-selling figured out, how do I now know which opportunities to co-sell? So we have things like intense signals to be able to. Help them, you know, help overlay a cloud, go to market lens over your existing pipeline. [00:18:36] Jon Yoo: And then now it becomes less of a partnership initiative and actually elevates up to the CRO initiative. And across each of those, um, layers, uh, you have different automation needs because once you actually start to get the flywheel going, it becomes. Holy crap. Now I’m doing 10, 20, 30, 50% of my revenue through these market, you know, through, through marketplace. [00:18:58] Jon Yoo: And it’s creating different data pipelines of work to be done. And now I have to figure out my finance angle of how do I do revenue recognition through these indirect channels. And so that, that, that is kind of the maturity covers. I think about it when you try to retrofit like, uh, all the automation up front, it doesn’t go as well. [00:19:16] Jon Yoo: You have to do a crawl, walk, run approach so that you can also build and bring the rest of the organization with you. So if I look at ’em to the, you know, there’s some familiar faces, some folks that probably are wondering some new faces [00:19:28] Vince Menzione: as well. [00:19:29] Jon Yoo: Yeah. What, what Microsoft marketplace or what marketplace even is. [00:19:33] Jon Yoo: I’d probably say people are in that transformation bucket of, Hey, I’ve done a couple of deals, we’re in this early stages of co-selling. Now I, now I gotta figure out how to supercharge it because this is kind of the future, you know, we can talk more about agenta commerce and whatnot, but, um, I think a lot of people are figuring it out than looking for. [00:19:51] Jon Yoo: For guidance here, [00:19:53] Vince Menzione: zero. [00:19:55] Cyril Belikoff: Yeah. You know, I would say, um, I’ll get what I call tactical yet strategic. [00:20:01] Vince Menzione: Okay. [00:20:01] Cyril Belikoff: Which just think about product-led growth. Yeah. Just think about, uh, similar to the consumer world, if you wanna sell something, you need search engine optimization. If you are thinking about these marketplaces and Microsoft marketplace being one, how are you optimizing your listing so that when a user goes into like the search bar, it’s optimized to bring back the results that make sense to you? [00:20:29] Cyril Belikoff: I think historically we’ve had scenarios where some partners have used the marketplace primarily as like a transaction thing. They’ve done the deal, but then they’re transacted on the marketplace ’cause they wanna retire the the Azure commitment. And that is changing to be sort of product led and marketplace led, uh, versus deal led. [00:20:49] Cyril Belikoff: Uh, but you cannot have a generic one line sentence in your listing. You will not be surfaced unless the customer literally knows your name and will search for you. You’ll not be surfaced if they search for a particular category healthcare app that does something right. And if that’s your thing, you should have the right keywords, you have the right images, have the right videos, and we believed in it so much. [00:21:14] Cyril Belikoff: We actually built a listing optimization AI tool that will auto look at your listing. And based on our best practices, and we know what our search engine is doing, we will make recommendations to you on how to improve. Listing. And so it’s not like a read a document as a best practice. It actually will be an ai, uh, customized tool for your particular listing. [00:21:37] Cyril Belikoff: So lean into those types of things, you know, to, as John says, says, think about the digital flow. This over time will become much more of your, of your business. So make sure you’re thinking about, you know, if someone’s on the marketplace and they decide to trial something for you, how, how are you following up? [00:21:56] Cyril Belikoff: Like, how do you take the next steps? Um, maybe you, maybe you working with a reseller and you don’t have your own sellers, but how do you wiring that into your resellers so your resellers are following up? Or if you have your own sellers, you know, your own sellers are doing it. So you have to sort of digitize your thinking on sales and marketing in this new market, commercial marketplace world, versus in the same way we would’ve done in like the consumer marketplace on Amazon or, you know, um, as you search something on Google. [00:22:26] Cyril Belikoff: Maybe bing. Um, so, um, yeah, yeah. This [00:22:29] Vince Menzione: size. B Come on, come on. [00:22:31] Cyril Belikoff: I [00:22:31] Vince Menzione: had bing. [00:22:32] Cyril Belikoff: Um, [00:22:33] Jon Yoo: I do wanna double click on that, which is when, when we, you know, I talk about like, hey, a lot of it’s buyer driven. A lot of people think about private offers, but then the marketplace offers. But the reality actually, when we look at the data is that there’s a lot more self-service [00:22:46] Vince Menzione: correct [00:22:47] Jon Yoo: offers than there are what they call private offers. [00:22:50] Jon Yoo: So where there’s deal led and that, that, that, that shift. It’s super exciting to see where now these marketplaces are becoming where buyers or users go to discover new products. Let alone, you know, in the future where let’s say there’s an AI agent that has some reward seeking function, and in order to do its job, it needs to go purchase a tool marketplace might be the channel where this happens, which is all the reason why that your listing does need to be optimized. [00:23:16] Jon Yoo: So that one, the agent knows exactly what your tool does and it can match against. Reward. And then second, you have to win the a EO race, right? Yeah. Of, of how you show up in these AI engines. So just wanted to double click on how important that is. Yeah. [00:23:31] Cyril Belikoff: Makes, makes total sense. And we’re, we’re seeing that shift from private office to having a public listed price and a, a public offer as well. [00:23:39] Cyril Belikoff: And so we’re, we’re ourselves investing in our own marketing demand generation. Just in the last three to four months because we’ve seen that taking off and as soon as we saw the signal, we’re like, oh, we should pour fuel on that fire. Because if, if we see organically customers don’t do it, we should, you know, we should go after that and help them understand that we’re here. [00:23:58] Cyril Belikoff: And, uh, if it’s working for some that are doing it by themselves, it’ll work for others and we’re seeing really, really good results. Um, so yeah, get your listing optimized. Think about your digital flows. As John says, the flows of the future are probably agentic wise, maybe not even a human coming to the Microsoft marketplace. [00:24:17] Cyril Belikoff: So you gotta be thinking, not now, it’s okay. You have time. Um, but in the future, you know, six months from now, that quite easily is a scenario. So you really have to start thinking about those, uh, those, uh, digital flows. [00:24:29] Vince Menzione: Yeah. It’s so insightful. Well, it’s what you call product led growth, basically. Yes. And agent led growth. [00:24:35] Vince Menzione: Yes. Right. In some respects. So this is where like we need to think about that. The future model where the agent comes in and actually does the purchasing. We’re not there yet, are we? [00:24:45] Jon Yoo: No. With some products, you know, um, especially, especially if it’s like developer tools. We’re starting to see some of that, but, uh, no one’s gonna buy a cybersecurity solution. [00:24:55] Jon Yoo: Um, that’s seven figures or an agent’s not gonna do that. Right. But the eng the, the search functions are a little bit changing. [00:25:03] Vince Menzione: Yeah. So a lot of ai, you know, we had Steven Boyle on earlier, we were talking about ai, AI natives, you know, that’s Jason Grey’s organization does a lot of work in that area. How do these organizations need to think and act and how do they leverage the cloud marketplaces? [00:25:17] Vince Menzione: Or how do le how do marketplaces fit into the equation? ’cause most of them are coming from a different like paradigm or mindset. [00:25:24] Jon Yoo: I mean, uh, it’s like the number one question, you know, I’ll give a little personal story of like, I get a lot of parking tickets, uh, and I don’t know how to pay off my late fees. [00:25:34] Jon Yoo: So we set up a little open claw that will actually go and ask me questions, and it actually pays off my parking tickets on my behalf. Um, so, so, so, you know, on the other hand, like there, there’s layers to it, right? It could be like layer one, I ask ai, Hey, how do I pay off my parking tickets? Layer two could be. [00:25:52] Jon Yoo: Hey, you know, what’s the best way for me to structure my cadence to pay off the parking tickets? And then layer three is like, Hey, AI, proactively check if I have parking tickets and go pay it on my behalf. Here’s my credit card information, you know, stored in a secure vault. So, uh, what, what I mean by a native as a company bring that analogy is, uh, bringing it at its core. [00:26:12] Jon Yoo: So like a little for, for sugar. We’ve spent the past six months optimizing around our entire, like company brain where we are storing all the context. To a singular, singular place that is queryable, that there’s no coordination tax between teams. Our entire product development process actually is automated where we have multiple agents debating one another, PRDs to code generation, code review, uh, you know, security, qa, et cetera, et cetera. [00:26:40] Jon Yoo: And then there’s humans in the loop across the process. So I would actually think about when we, when we fit that into, into marketplaces, it’s not just thinking about who’s going to send the offers or who’s gonna do the co-sell, or who’s gonna X, Y, Z, but how do you bring all that together so that your sales reps and your partnership person and Microsoft all has to share context in a given deal and it’s done automatically without, you know, back office folks having to update what partner led or partner influence means and reporting things in a, in an old way. [00:27:11] Jon Yoo: So it’s almost re-imagining. Entire workflow, given everyone should have open context of what’s going on in a given deal. So let’s say maybe a hand wavy way of answering that question. Yeah. But it does mean that we should be re-imagining, uh, what the job to be done is, uh, very fundamentally [00:27:28] Vince Menzione: cy, how are you thinking about it since you’re building the, the, the toolkit at Microsoft? [00:27:32] Cyril Belikoff: Yeah. Um, yeah. Well, John says absolutely is right, particularly around marketplace and how that sort of flow and ecosystem will work. Um, in addition to that, it’s. Not only about how marketplace or about developers ’cause the developer, uh, scenario or persona was the first globally to see the value of AI and agents in the flow of their work. [00:27:55] Cyril Belikoff: It was the first to like, oh, one developer can now do much more. I can be empowered, I can build agents to work on my behalf. I can, uh, I can be an architect instead of a hands-on coder. Right. It’s changed the profile of what developers do exactly what. Uh, John mentioned what he’s doing himself. That’s just one profile of a user. [00:28:17] Cyril Belikoff: Th there are many other profiles. A sales person, a marketer, a uh, CFO team, hr. Each of these are literally going through the same transformation. They’re one beat behind developers because developers, you know, was really tech enabled and tech stack driven, and the, and the opportunity was, was obvious quite quickly. [00:28:39] Cyril Belikoff: These are coming really quickly. This is not like the internet adoption cycle that took many multiple years. This is like, we’re talking months. So, and even inside Microsoft, we have our own, what we call, uh, frontier Marketing Internal Initiative to re, um, rewire marketers and how they go about their daily job and stop doing it this way and do it this way. [00:29:04] Cyril Belikoff: Just pick up M 365 copilot with. Coworking Claude, uh, embedded and just go do the work. Why do you have to outsource this or create this? Just edit the video right there yourself. Like, why do you have to just go do the, as a marketer you want to create a beautiful piece of content, just go and create it. [00:29:21] Cyril Belikoff: ’cause it can create it for you now. [00:29:22] Vince Menzione: Yeah, [00:29:23] Cyril Belikoff: three months ago, literally three months ago, it couldn’t do that. And so what is it gonna be in two months for a marketer or a salesperson or finance person? I mean, just co-pilot in Excel. What that is doing to the financial business is in, like if you, any financial person will tell you they live and breathe through in Excel, like it’s just, it’s their equivalent of, it runs [00:29:44] Vince Menzione: most businesses [00:29:44] Cyril Belikoff: their dev tool, right? [00:29:45] Cyril Belikoff: It’s their thing. It’s really [00:29:46] Vince Menzione: is. [00:29:47] Cyril Belikoff: So this is happening over and over again. Again, if you can package those things up and package a package, that piece of IP on a marketplace is, is not only gonna be a big system, it could be a very, very small piece of. Functionality in a flow for a marketer or a salesperson that is so valuable that can be solved many times on a marketplace. [00:30:08] Cyril Belikoff: And in many cases, everyone’s a software company at this point. Everybody can go and package something up. And so I would be stunned if we don’t see cross pollination from system integrators to channel partners, all just publishing on marketplaces based on, oh, I’ve done this thing four times. I cannot do it 400 times. [00:30:26] Cyril Belikoff: Let me just package it up and put it on a marketplace. So. Yeah, I’m sure you know, John alluded to that. It’s, there’s a lot of exciting times. [00:30:33] Vince Menzione: No, the future [00:30:33] Jon Yoo: is [00:30:33] Vince Menzione: great. What do you [00:30:34] Jon Yoo: totally, I mean, it’s, it’s a case of like, how do, what does being marketplace native also mean? [00:30:38] Cyril Belikoff: Yes. [00:30:38] Jon Yoo: You know, and not, I feel like I’ve seen so many people just use it as a, Hey, we’re opportunistically there and if we get some leads out of it, great. [00:30:45] Jon Yoo: Or if there’s some deals, great, but they’re not really leaning in and being marketplace native the way, you know, and right now there’s, this might be uncomfortable, but there’s no excuses. You know, like creating a partner marketing content with your brand guidelines. It should not take so many time. Or it’s a 10 minute exercise. [00:31:02] Jon Yoo: Exactly. Exactly. Three [00:31:03] Cyril Belikoff: prompts. [00:31:05] Vince Menzione: It used to be that ops used to get involved because, oh, we, we know that they have a commitment. Let’s go run it through the marketplace. Right now, what you both have been suggesting here is it becomes a discoverable process. It becomes part of your normal go to market strategy, and you’re, you’re driving pr, product led growth and SEO and all the things you need to do running a a corporation and modern corporation today. [00:31:26] Cyril Belikoff: Yeah, [00:31:26] Vince Menzione: exactly. So, what’s the future like? Where, where do we go in 12 months with this? What do you think? What do you predict? We, we get out a Ouija board or a crystal ball here. What, what, what do we think? [00:31:38] Cyril Belikoff: I think more broadly in the industry, you’re gonna, some of the scenarios that John alluded to, agent to agent interactions, uh, many agents acting on behalf of humans and on behalf of organizations, uh, and doing. [00:31:55] Cyril Belikoff: Simple things and quite complex things. Uh, and those need to be, uh, managed carefully, uh, with, uh, the right, uh, engagements and built carefully. And in, in many cases, customers will look to partners that are quote unquote certified on, uh, uh, HyperCloud platform. Uh, as a way to get going quickly, but also get the, the quality that they need. [00:32:21] Cyril Belikoff: Um, and I think instead of buying this monolithic, massive application, I think we will see lots more of smaller applications being built that have cleaner open, uh, you know, MC, you know, MCP type agent interfaces that can just work together, uh, without, you know. More complicated integration work, [00:32:42] Vince Menzione: cobbled together your own solutions as opposed to big [00:32:45] Cyril Belikoff: monolithic [00:32:45] Vince Menzione: applications. [00:32:46] Cyril Belikoff: Yeah, there’ll be a much more agile, [00:32:48] Vince Menzione: yeah. [00:32:48] Cyril Belikoff: Uh, personalization. I mean, a lot of people saying SaaS is dead. It’s not quite dead. But I think that SaaS will get significantly more agile, more custom and more personal, uh, for, uh, for customers. [00:33:03] Jon Yoo: I, I would agree with that. Um, I mean, I’m biased, but I think marketplace are gonna be even more relevant than ever. [00:33:08] Jon Yoo: I mean, it’s already highly relevant, but, uh, as you, you know, I think in the past the, the narrative was, well, there’s a new generation of buyers and they’re millennials. They, they wanted, you know, uh, I always talk about consumer experience to B2B sales, you know, and, and now it’s like agents that’s that on steroids. [00:33:24] Jon Yoo: Um, but what I, you know, beyond that, I think, uh, there, there’s a lot of talk of like SAS apocalypse or software companies getting. Destroyed by, you know, the, the, the AI labs or SaaS is dead or whatever. I think SaaS is gonna, I mean, there’s gonna be way more software companies because the cost to build is a lot easier. [00:33:46] Jon Yoo: That means that competition will be. Even more fierce than ever. And you have all these AI native companies that are coming out with a quicker time to market, quicker time to value, and they have some recursive loops that makes the product even that much better. Um, so what that means for everyone is like, one, you gotta go back to the, the core differentiations. [00:34:06] Jon Yoo: Or like in the past, maybe the, the time to build was the differentiation, but today it’s, or you know, there’s some other, obviously the core elements, but then there’s. Distribution. Yeah. So how do you partner with Microsoft, for example? How do you have your own self-improving like distribution model? That makes sense. [00:34:22] Jon Yoo: Marketplace being a huge component of that. Two is obviously there, there’s a piece of like network and data. That’s what we think about of hey, what makes our product better as more, more people use it. Um, because yeah, competition is crazy fierce and it finally goes into times deployment. That’s why you see these companies like. [00:34:41] Jon Yoo: Open AI anthropic that are competing for their enterprise, uh, pie. And instead of doing it themselves, they’re, I mean, I think OpenAI just did a joint venture of like $4.1 billion into the deployment company. Anthropics doing the same, they’re surrounding themselves with the ecosystem and channel is going to be more relevant than than ever, as long as you know how to enable AI services and know how to deliver on this technology to the, to the broader world. [00:35:07] Jon Yoo: And so. Channel awesome. Marketplace, awesome. You know, competition’s gonna be fierce. Success is not going anywhere. [00:35:16] Vince Menzione: Good conversation, gentlemen. [00:35:18] Jon Yoo: Awesome. [00:35:18] Vince Menzione: I’ve been told we’re over time. I wanted to open it up to questions. Um, but I do feel like we, yeah, I’ll get, I’ll get yelled at. But this was incredible. Um, some great, I mean, the, the pa it, it’s terrific to see. [00:35:36] Vince Menzione: How far we’ve come in, so shorter period of time, and it’s only gonna continue to get better. I think the one question I’ll have is like, what, what would hold any of these companies back at this point? It feels like it’s such a compelling reason we need to move forward. Is there, is there anything, like why would, why would we hold back? [00:35:54] Cyril Belikoff: Um, you know, some of the discussions we have, um, is about how to balance today’s world with tomorrow’s world a little bit. [00:36:01] Vince Menzione: Yeah. [00:36:02] Cyril Belikoff: Today’s business model with tomorrow’s business model, today’s financial results with tomorrow’s financial results. Um, and there are very different approaches to all of this. [00:36:13] Cyril Belikoff: Those AI natives, they’re like, there is no yesterday. There’s only tomorrow. Um, there those companies that realize they’re being threatened by AI natives and so they have to move quickly. Um, and, uh. Figure out a, a, a business model and then someone else who wants to do a bit of both and bridge into it. [00:36:32] Vince Menzione: Yeah. [00:36:32] Cyril Belikoff: Um, and just within that frame there are different ways to tackle it, whether it’s create two teams, one’s the future team, one’s the current team, and, you know, may the best team win, um, makes sense with the customer and that, uh, or, uh, give the, give the customer the choice and have the teams going together. [00:36:49] Cyril Belikoff: So there are lots of different approaches. [00:36:51] Vince Menzione: Right. So great to have you. Did you have some, did you have a comment to make on that? [00:36:55] Jon Yoo: Uh, no. Just, uh, unwillingness to lean in and learn something new. Yeah. [00:36:59] Vince Menzione: Yeah. [00:37:00] Jon Yoo: I’m, I’m, I’m much more in the burn all boats buckets. Yeah, [00:37:03] Vince Menzione: I know. Me too. [00:37:03] Jon Yoo: Of, uh, no, no old team and new team. [00:37:05] Jon Yoo: Just new team and you know, that’s just push forward. [00:37:07] Vince Menzione: Well, great to have two amazing leaders on stage with [00:37:10] Cyril Belikoff: us. Thanks [00:37:10] Vince Menzione: so [00:37:10] Cyril Belikoff: much. [00:37:10] Vince Menzione: So thank you [00:37:11] Jon Yoo: so much. Yeah, thank [00:37:11] Vince Menzione: you [00:37:15] Jon Yoo: so much. [00:37:16] Vince Menzione: Don’t forget. Ultimate Partner Live is coming soon, October 26th through October 28th in Reston, Virginia. I hope to see you there. [00:37:28] I.

Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/j0TuosYDQe4?si=7mzUwBe4PrQ-eB2E In this insightful session from the Ultimate Partner Live event in Bellevue, Washington, Vince Menzione sits down with Stephen Boyle, Corporate Vice President for Enterprise Partners at Microsoft, to pull back the curtain on the tectonic shifts redefining the tech ecosystem. Boyle details Microsoft's massive organizational pivot into enterprise and SME/channel divisions , explaining how artificial intelligence acts as the foundational thread unifying systems integrators, software vendors, and digital natives. Moving past market noise surrounding competing foundational models , he highlights Microsoft's strategy to become the ultimate “platform of platforms” by prioritizing user choice, security, and trust. Emphasizing a shift away from infrastructure technicalities and toward practical business outcomes , Boyle delivers an urgent mandate for partners to scale technical talent, eliminate traditional operational silos, and brace for the incoming consumption-driven, agent-based future of enterprise computing. Key Takeaways Microsoft has restructured its global sales divisions into distinct Enterprise and SME/Channel organizations to better target its massive total addressable markets. Artificial intelligence is fundamentally altering the partner ecosystem by dismantling traditional software and systems integrator silos to build interconnected, multi-party solutions. Rather than forcing alignment to a singular model, Microsoft aims to be the definitive platform of platforms by offering extensive choice across over 1,100 language models. The enterprise landscape is rapidly moving past experimental AI pilot phases and entering production setups completely focused on transforming core business outcomes. Tomorrow's service organizations are aggressively evolving into software-minded operations that deploy repeatable, highly specialized internal autonomous agents. Managing tokens and monitoring usage metrics represents the emerging operational baseline for balancing efficiency against the scaling expenses of large language models. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags AI frontier, platform of platforms, enterprise partners, global systems integrators, digital natives, language models, token consumption, agent sprawl, citizen developers, shadow IT, business outcomes, technical enablement, marketplace growth, hyper-scalers, processing fluency, sovereign AI, industry ecosystems, data governance. Transcript [00:00:00] Stephen Boyle: This is the biggest, most transformative, iterative change in technology we’ve ever seen, where, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:00:12] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. Uh, I am thrilled to invite our next guest up on stage. I’ve known this gentleman for several years back in my days at Microsoft, and, um, we’ve been friends, actually Microsoft, and then we both went and did different things, came he’s come back to Microsoft in a big way. [00:00:46] Vince Menzione: Uh, Steven Boyle, for those of you don’t know, is recently a named the C. We will talk about it in a second, but I, I need to announce you properly. Is the corporate vice president, which by the way in Microsoft is a big deal for enterprise partners. He and Nicole De and I would say are the two Microsoft leaders in the organization. [00:01:06] Vince Menzione: Nicole is the channel chief. Steven has a, a big remit and we’ll talk about that up on stage. But I’m just so delightful for his support and for making the time in a very busy week at Microsoft ’cause this is CEO summit this week to make some time to come with us and be on stage with me. Please welcome my good friend Steven Boyle. [00:01:29] Vince Menzione: Good to see you, sir. To see. So I’m gonna put you on this side. [00:01:33] Stephen Boyle: Okay. [00:01:35] Vince Menzione: The hot seat. So I’m gonna, I, I didn’t do a justice and I, I wanted you to explain your role. I, I think I know, but I think for the, for the people in the room, uh, talk to us what Enterprise Partners means at Microsoft and what that role remit and remit looks like. [00:01:50] Stephen Boyle: Um, CVPs may or may not be important, but one thing they don’t do is get invites to the CEO summit. So I’m super pleased to be here with you guys. No, no, it’s totally cool. It’s totally cool if that phone rings. No, I’m kidding. Doesn’t. So what does it mean? So I’d like quickly, um. January last year, uh, we split the sales organization into enterprise and small to medium enterprise and channel. [00:02:15] Stephen Boyle: You guys probably familiar with that? Nicole is the, uh, chief partner officer lives in the SMA and C world and drives the channel, um, drives our marketplace business and, and a lot of other things. Um, for that 60 billion, um, you know, total addressable market that we have. Down there in SME and C. Um, at the same time, we established enterprise partner as part of Nick Parker’s overall organization. [00:02:40] Stephen Boyle: Um, but for most of 2025 we ran it as global systems integrators and advisories, ISVs and digital natives. So three separate footprints all focused entirely on, on, on enterprise. Um, in December, January, we talked about establishing an enterprise partner leader that would. You know, aggregate all of this stuff. [00:03:00] Stephen Boyle: Um, I was fortunate to come through, um, some frankly, pretty hairy, uh, experiences, I bet with some of our senior leaders. Um, I, I’ve loved to [00:03:08] Vince Menzione: been in the room for that [00:03:09] Stephen Boyle: questions like, why Steven Boyle and things like that, right? And really have to dig deep to, uh, to justify. Anyway, uh, I’m blessed and honored, uh, to run that entire portfolio of partners, uh, for the entirety of the enterprise partner world, which now from a chief revenue officer perspective, belongs to Deb. [00:03:25] Stephen Boyle: Deb Co. So Deb is the enterprise leader for all of our sales that we do into that space. Awesome. Um, I have three regional leaders, Nina Harding here in the United States, Ehab Ra in in Europe, and Heather Gordon in Asia that mirror and replicate and flow down the things that we decide to do from a strategy perspective for the, uh, for the core. [00:03:45] Vince Menzione: And we love Nina. She’s been, she was at our last event, [00:03:47] Stephen Boyle: super, super lady. And, uh, you know, the US is still 50% of our overall business. [00:03:53] Vince Menzione: Yeah. [00:03:53] Stephen Boyle: Too big to fabric. Every time I talk to Nina, I’m like, Nina, you’re too big to fail. We can’t cover you anywhere else. So you know, you’ve gotta be successful here in the Americas. [00:04:01] Vince Menzione: So I think just for breaking it up, I, ’cause I do want to like, it’ll lead to the next question, right? So you have the global systems integrators, all these systems integrators. Essentially you have all of the software companies we used to call ISVs, we now call SDCs or software development corporations. [00:04:17] Vince Menzione: And then you also have the AI stack, I’ll call it. Right? So under Jason Grafe. Yeah. Many, many might know. Jason’s been a guest on the podcast and was Satya’s chief of staff at one time, eight years. Eight years. Wow. I didn’t realize there was that many. [00:04:31] Stephen Boyle: Carry carried a lot of bags for Satya over the years. [00:04:34] Vince Menzione: Unbelievable. Well, let’s, I mean, so AI is an important component, right? And you saw Jay’s, Jay talking, just talking about AI and all these things. I would love to start here, right? Because, uh, you’re, you’re, I wanna get your perspective as Microsoft, your perspective as Microsoft on the biggest shifts you’re seeing in defining this we’ll call AI Frontier. [00:04:54] Vince Menzione: We’re seeing right now, how should partners translate that into how they position and go to market externally? How, how do we need to think about this time? [00:05:02] Stephen Boyle: Yeah, that is, uh, that is a huge question and I’m not sure we’ve got enough time to go into the, into all of the detail. Um, so let me sort of up level it a little bit for you. [00:05:10] Stephen Boyle: And I think, look, the move that we meet at made a couple of months ago and pulling together those three aspects. Nicole had already done it in SME and C. Right. One partner organization across the world with a very common set of goals. We were working closely together, Sandy Gupta, on ISV, Jason on ai, and myself on on si. [00:05:29] Stephen Boyle: But we were still working closely together across silos. So the opportunity for me, 60 days into this role is AI just allows you to wire the partner ecosystem together differently. Right? And even if you look at how we’re going to market an AI today, um. You know, with, with, with chat GPT, with Claude, with Anthropic, um, I think there’s something like 1100 different, you know, language models on Microsoft today. [00:05:55] Stephen Boyle: So the way I think about AI is we are absolutely gonna be the ultimate platform of platforms. Yeah, choice is incredibly important. Um. It’s, it’s, you know, turn the clock back 12 months, everybody was chat gpt five point x, you know, and then six months ago it was Gemini and now it seems to be clawed. And honestly I don’t know what it’s gonna be next quarter. [00:06:15] Stephen Boyle: So the only thing I can do is offer you choice. [00:06:18] Vince Menzione: Yeah. [00:06:18] Stephen Boyle: And from a partner perspective, I think that minimizes or reduces the risk that you have betting on the Microsoft platform because you can go in a multitude of different directions. I know we’re not in Europe, but if you were in Europe and you were worried about G-G-D-P-R and Jay mentioned sovereignty, you’d probably be like lining up really closely to Misra. [00:06:37] Stephen Boyle: Yeah. And a bunch of other Europe, European partners. So wherever you are in the globe, I wanna be that platform choice. Um, and we will lead with our own first party solutions. I hope they’re not coming for me. Um. I parked safely in the hotel. It can’t be me. Um, but you weren’t vibe coding in the room. Um, but you know, wherever you are in the world, in whichever industry you are in, um, it is our intent to, to offer that platform of platforms and to give the broadest set of partners the opportunity to engage with us. [00:07:07] Vince Menzione: I think that’s really important because I, I have found, especially in the last month or two, people are, it’s almost like a knee jerk. Don’t you feel like people don’t know what to do? There’s been so much noise in the press and the media and, and the markets around open AI and anthropic especially. Where do I go? [00:07:26] Vince Menzione: Seems to be like when I, when I sit, I watch everybody in the room here. I think they’re, they’ve all been thinking that as well. So you can, [00:07:31] Stephen Boyle: there’s a, a little bit of a deer in the headlights moment. Yes. And even I like, I get that. Yeah. Um, you know, I saw, uh, Jay slides. Jay, love the presentation. Love the slides, man. [00:07:40] Stephen Boyle: I’m gonna steal several of them. Um, we’ll talk about that later. We, we [00:07:43] Vince Menzione: have the deck, [00:07:45] Stephen Boyle: but, but in all seriousness, you know, this, this is like. It’s a new paradigm. I will date myself a little bit. Some of you might heard me say this. I sold many computers in the 1980s. Mini computers. Some of you in the room are going, what’s a mini computer? [00:07:59] Stephen Boyle: Um, I sold client server for Sun Microsystems in the nineties. I sold an awful lot of Oracle databases in the Auts, I think they’re called, and I’ve done two stints with Microsoft. This is the biggest, most transformative. Iterative change in technology we’ve ever seen. What, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:08:18] Stephen Boyle: Um, and we are building intelligent systems at scale faster than we’ve ever seen. Scalable, mission critical solutions being implemented today inside of Microsoft and with our most important customers. So, and we can’t do it without partners, right? There is absolutely nothing we can do in this industry. I will, I will put the, you know, the elephant in the room out there. [00:08:40] Stephen Boyle: Our ISD organization has between five and 7,000 people. Our forward deployed engineering organization is about a thousand people. [00:08:47] Vince Menzione: Yeah. [00:08:48] Stephen Boyle: So when you look at the scale of the total addressable market that Jay just talked about. We are gonna service directly like this much [00:08:55] Vince Menzione: used to be 5%. Was it even, is it even that high? [00:08:58] Stephen Boyle: I doubt it’s, I doubt it’s even that. And the billions of dollars that we spend every year helping our customers transform to what we’re now calling frontier firms is gonna be, have to be driven with every single person in this room in some way, shape, or form. Judson is not asking Marla to significantly increase ISD. [00:09:15] Stephen Boyle: Not asking John to significantly increase FDE, although we probably will hire in that area just because of the, the newness and the, you know, bright shiny object that everybody’s like, oh, FDE, I’ve gotta have those. We’ve got a thousand already today that have been around in John’s organization for 10 plus years doing the things that we are doing today. [00:09:32] Stephen Boyle: But we are gonna build out that muscle. But the real way we’re gonna build out that muscle is with all of you in this room. That’s like categorical. That is my like, probably number one goal for the next one to three years is make sure that, that story that Jay just told about Microsoft not being involved in AstraZeneca. [00:09:48] Stephen Boyle: I probably won’t tell Judson that Jay, but I love the story. Um, like if you could all do that for me, like win, um, that is so, you know, from our worldwide learning, through our skilling enablement through our cloud solution architects that I personally own. We are pivoting aggressively towards making sure that the partners understand our platforms better than any other job, number one for me right now, if you don’t understand what I’m selling, like I’m kind of dead in the water obviously. [00:10:15] Stephen Boyle: Well, [00:10:15] Vince Menzione: I was gonna ask you why now? Why Microsoft? Why now? Right? Because there is a lot of noise. You know, Google just announced, you all announced your results on the same day, which was astounding. That was freaky, wasn’t it? It was. It was the first time. And the, the total commitment, customer commitment is over a trillion dollars now, I think 1.2 trillion is what I counted up. [00:10:33] Stephen Boyle: Yeah. [00:10:34] Vince Menzione: But it’s saying a lot about like, what do I do now, like as these partners in the room. Um, how, I think you kind of already, and you’ve talked about this, about differentiating where Microsoft is, I think J Slide does a lot of justice there. It says how, uh, Microsoft Partners came into the room, surrounded the customer. [00:10:52] Vince Menzione: It feels like Microsoft has always leaned in big time on partners. Uh, more so I would say than any other organization out there. What would [00:10:59] Stephen Boyle: you say Joe Roses, my chief of staff, business manager and so many other things was telling me last night that, you know, we used to say 500,000 partners. [00:11:05] Vince Menzione: Yeah, [00:11:06] Stephen Boyle: it’s a, it’s a significantly higher number than that as well. [00:11:09] Stephen Boyle: So there’s an element of, you know, back to the deer in the headlights, which partners are, are more important. One of my other phrases that I say on a regular basis, the winners and losers are yet to be decided in this next wave. Like, I want all of us to on the right side of that argument. Right? But, but it’s gonna be a challenge and, and companies are going through shifts. [00:11:28] Stephen Boyle: You know, Accenture, maybe, possibly doesn’t need 750,000 employees in the not too distant future. Maybe TCS at 600,000 doesn’t need 600,000 human employees. So we’re going through this dramatic shift of, you know, what’s the right balance going forward. What I would say about Microsoft is notwithstanding the fact that we’ve figured this out for 51 years, which is a little bit mind blowing, um, that you know, all the way back in the seventies we’ve gone through so many iterative changes. [00:11:56] Stephen Boyle: People have questioned just like they’ve questions. A lot of other technology companies, are you gonna be around for the long haul? I think we’ve proven time and time again, and I love Jay’s story. I’ve used that myself about how many companies disappear on a, on a decade to decade, you know, business. 10 years ago I had the opportunity to listen to Craig Clayton Christensen, who’s sadly no longer with us. [00:12:15] Stephen Boyle: Yeah. But you know, the books that he wrote and the story that he told to Microsoft 2014, we were nowhere in cloud. [00:12:21] Vince Menzione: Yeah. [00:12:22] Stephen Boyle: AWS was so far ahead of us, it was crazy. And he came in and he’s like. You know what? You guys need to be successful. You need to figure out how to cross this chasm again, and we’ve done it time and time again. [00:12:32] Stephen Boyle: You can go back. You know, Microsoft used to be known as a fast follower in ai. I don’t think we’re a fast follower. I think we’re right up there. We’re right at the front, but that race is still being run and the winners are losers are yet to be decided. [00:12:44] Vince Menzione: I was in that room with Clayton Christensen with you, by the way. [00:12:46] Vince Menzione: I remember, I remember that. That was at a Prism conference. [00:12:49] Stephen Boyle: Yeah. Yeah. [00:12:50] Vince Menzione: You men, you touched on this with the GSIs a little bit. How do you see the roles evolving? You know, we, we, we bucketed all, we’ve always been. Fantastic about bucketing ISVs or SDCs and sis and digital natives. Yeah. How does it, how does that all come together? [00:13:06] Vince Menzione: Does it come together any differently in this new AI platform era, or is it the same? [00:13:11] Stephen Boyle: I look, I, I’ve said this for a long time, like if you go into AstraZeneca, the six plus, you know, frontline partners, there’s probably a whole board of second, third tier that, that we don’t know about doing, you know, things across the AstraZeneca group. [00:13:25] Stephen Boyle: It takes several villages and sometimes a small town, especially in my world, in the enterprise world, strategic five hundreds. Yeah. Um, you know, we, we ran some reports a few years ago and it is shocking how many global systems integrators have a footprint in Shell or Exxon or, you know, bank of America or whatever else. [00:13:44] Stephen Boyle: So I’ve always believed that partner to partner is critical. Yeah. I think it became even more critical in the, in the AI world, and I’ll take my new friends at Anthropic. So I went to the first Anthropic partner Summit. Some of you might have been down there in, in San Diego, um, just a couple of months ago. [00:13:59] Stephen Boyle: Same partners, same people from the same partners. In the room, you know, talking about what they’re gonna do together with Anthropic. Um, and I’m looking out across this audience going, okay, well I know him and I know her and I know those guys, and like, I need to figure out how I’m gonna weave this together. [00:14:14] Stephen Boyle: So it’s not just an Accenture and Anthropic or an NTT data and anthropic, but it’s an NTT data plus anthropic plus Microsoft. Story going forward. And then who’s best at delivering those services capabilities? So it’s it at every juncture that I see in the, in the partner community, and this is the, the reason why I argued vehemently with Nick, that it has to be one organization I’m gonna create maybe given a little bit away. [00:14:40] Stephen Boyle: So if you’re recording, stop now. Um, I’m gonna create an enablement organization that is partner agnostic. I don’t necessarily care. I do care about the digital natives, but I don’t care about how I train them. Right. What I’m more important of is how do I train the digital natives in what the sis are doing, and how do I train the sis and what the ISVs Plus digital Natives are doing. [00:15:01] Vince Menzione: Yeah. [00:15:01] Stephen Boyle: That is my, that’s my game plan. If I fail there, then I think we fail to raise the bar and be differentiated in an AI world, and I’m not set up like that today. [00:15:12] Vince Menzione: I wanna, I wanna ask you, uh, uh, because I was looking at Jay’s slide and the, the managed piece is. And we have a lot of managed service providers in this room today. [00:15:20] Vince Menzione: A lot of them, by the way, come from the old school of managed services. The managed piece seems to be like, if I’m doing something today with ai, we’re gonna talk about security next, uh, up on stage here. It seems like there’s a new set of skills or a different approach to the customer, don’t you? Don’t you agree? [00:15:37] Stephen Boyle: I I [00:15:37] Vince Menzione: think you need to keep your hands on the steering wheel at all [00:15:39] Stephen Boyle: times. I think what it boils down to is you can’t do AI unless you do certain other things. [00:15:44] Vince Menzione: Yeah. [00:15:44] Stephen Boyle: Right. You could be a modern work specialist and you could make a lot of money being a modern work specialist, or you could be a, a dynamic specialist. [00:15:52] Stephen Boyle: We just held our, uh, inner A in a circle conference last last week, which I was disappointed to miss for the first time in a few years. Those, those days are, are, are fast becoming over. [00:16:03] Vince Menzione: Yeah. [00:16:04] Stephen Boyle: Um, why? Because everything that I’ve just said is tied together by ai. Yes. And in order to do good ai, you need good data. [00:16:12] Stephen Boyle: And in order to trust everything that you’re getting, as Judson talks about trust and intelligence, you need to wrap that in a really secure [00:16:19] Vince Menzione: Yes. [00:16:19] Stephen Boyle: You know, en en environment. Now we will do our best to provide levels of security into how we deliver ai. But that’s not the end of the game, right? You have to take it all, all the way to the edge. [00:16:30] Stephen Boyle: So that’s why a siloed partner or a singular commercial solution area partner in Microsoft’s terms, has got to transform its business. ’cause if you’re gonna do ai, you’ve gotta do those other things as well. [00:16:41] Vince Menzione: Agreed. I must see the model changing, and in fact, I see like bigger organizations becoming managed service providers in many respects. [00:16:48] Stephen Boyle: Yeah. Yeah. I mean, look, there’s still, there’s still a role for all the old terminology you mentioned is SV to sdc. Yeah. I’m like, I’m been around long enough. Look, it’s ANB still anv, it’s still an isv. Thank you. Independent software vendor. Um, and it’s, you know, where, where AI is allowing software to be, you know, frankly developed in a number of different places. [00:17:07] Stephen Boyle: We are all citizen developers. Um, you know, I was on a call with our internal leadership yesterday, um, and you guys might have heard this story ’cause I think it came out at Ignite. When we turn the agent 365, around and on ourselves. We found 130,000 agents running across Microsoft that had been developed and deployed internally with, I mean, you could call it shadow it. [00:17:28] Stephen Boyle: I guess that would be one phrase that you would use for it, but the reality is if you, if you haven’t got something to do your job today, you have the tools. To build it really, really fast. Um, and that, you know, that’s, that’s a great opportunity for people to be able to do their work, you know, in a better and in a different way. [00:17:45] Stephen Boyle: But it’s also a huge opportunity to make sure that data governance and security and all the other things that we need to deliver are there out of, out of the gate and out of the platform that we deliver. So security’s absolutely critical. Not saying that managed services won’t grow, um, at, at some level as well, but only if they transform into this multifaceted way. [00:18:04] Stephen Boyle: Yeah. Thinking [00:18:05] Vince Menzione: about, well, that’s what I was, I was gonna lead to here with innovating. It’s happening across, I mean, we’re talking about chips, we’re talking about foundational models, LLMs, we’re talking about applications, we’re talking about agents. How should we think about where to play and how to differentiate as partners in this room? [00:18:22] Stephen Boyle: I think. [00:18:25] Stephen Boyle: So look, I mean, one, one of the ways that Judson talks about it is I think silicon’s gonna change over time. Yes. NVIDIA’s definitely the 800 pound gorilla, maybe the 8,000 pound gorilla. Yeah. Uh, but you know, if you read the press, there’s, there’s things happening in, in different places as first party silicon, which we clearly are, are developing, um, in a quantum direction for sure. [00:18:45] Stephen Boyle: Um, there’s lots of different language models that haven’t even been launched on, on, on the marketplace yet, so. You know, Judson’s trying to uplevel our conversations. You’ll hear us talking about conversations more and more as we go into FY 27, um, that obviate all of those layers. Just like even when I was selling Sun Microsystems, it was about the business outcome and the business solution that we were solving for not necessarily the fastest piece of hardware or the best client service solution on, on the market. [00:19:17] Stephen Boyle: So I think what’s gonna happen over the next 12 to 24 months is we’ll have so many different models to choose from. We’ll have more silicon to choose from, but those won’t be the real buying decisions. The real buying decisions of what? How am I trying to transform my finance organization, my HR organization, and my supply chain? [00:19:36] Stephen Boyle: Because the underlying technology, Judson says commodity I, I guess I can go with that. It will be commoditized and we’ll really start to focus back on what the important things are. We’re moving a lot from pilot to production. You guys have probably seen that. The numbers that Jay just showed about how many. [00:19:52] Stephen Boyle: Projects are failing, is getting less and less because we’re getting smarter and smarter about what it takes to actually drive the business outcome. And I need all of us to be talking that same language. Yeah. Having conversations with head of HR about how we’re gonna transform human capital management in the, in the age of agents, if you like, like the underlying platform. [00:20:14] Stephen Boyle: It’s not, don’t worry about it. You wanna be on a secure platform. Don’t get me wrong. But at the same time, I don’t think we, we spent too much time worrying about that. [00:20:21] Vince Menzione: Yeah. We’re not, what you’re saying is we’re not spending enough time on outcomes. On the business outcomes. Right. And that’s where we need to focus. [00:20:27] Vince Menzione: We’re, we’re focusing on, I, I feel like we’re, it’s a signal to, to noise ratio that we’re living through right now. There’s too much noise. [00:20:33] Stephen Boyle: Yeah. [00:20:34] Vince Menzione: And we’re not focusing on the signal. I think that’s what you’re saying. [00:20:36] Stephen Boyle: I, it’s got to be, I mean, to be honest with you, it’s always been, you know, even when I sold what I would perceive, you know, sun in the nineties was a rockman ship to the stars and, you know, kind of sad what happened to that company. [00:20:47] Stephen Boyle: Um, but we, we were, we were fixated on, we had the best client server. But, but nobody was buying, you know, a piece of Sun hardware as a room heater, which is all it did, you know, like for the longest. But if you had SAP, if you had Cybase, if you had Bond, remember Bond, I mean all of those applications that drove the business outcomes, we’ve gotta get back to that kind of mentality. [00:21:09] Stephen Boyle: Yes. And worrying a little bit less about the underlying architecture. Yeah. It needs to be, it needs to be part of the conversation. ’cause it needs to deliver trust and security and intelligence and everything else. Then you need to rapidly move to what are you trying to achieve and how can we ensure the, the, the success of, of your business outcome. [00:21:27] Stephen Boyle: And look, I mean, Palantir pri you know, sort of came out and said, well, the way we do that is through forward deployed engineering. Um, and they stole the show. And, and, you know, they’re, they’re doing very well as a result of doing that. Uh, but if you go and talk to, um, Tom Siebel’s organization at C3 ai. [00:21:43] Stephen Boyle: They’ve had FDS for quite a while. You know, I told you about John Chuchu 10 years ago. John Chu, Chuck’s job was to go and get all the applications that we needed on the Microsoft phone. Remember that? [00:21:54] Vince Menzione: Yes. Um, [00:21:55] Stephen Boyle: you know, so we’ve pivoted John o over the years to doing what he’s doing now, which is to go sometimes in partnership with, with partners into the customer and say, what is it you’re trying to achieve? [00:22:05] Stephen Boyle: Let me show you how I can build that for you in three weeks or three months. That might have taken you three years. We literally just did a hackathon with one partner last, last, last week with, uh, with our ISE organization, the, the, the forward deployed, uh, group that John runs. Um, and one of the big customers said, I’ve just done in three days what would’ve taken me three months. [00:22:26] Stephen Boyle: Now he hasn’t productized it and rolled it out and blah, blah, blah. But the reality is that is how fast things are changing. And this was not a small company. This was a very, very large oil company, and they were like blown away by how much we can achieve. We’ve gotta do that at scale. [00:22:41] Vince Menzione: Yeah. [00:22:42] Stephen Boyle: You know, we, we have a commitment to scale our FDE community through partnerships to touch all of the S 500 in a very personalized way. [00:22:51] Stephen Boyle: And then, you know, at a slightly, you know, lower ratios down through the, through the majors and into, into Nicole’s SME and C world as well. [00:22:59] Vince Menzione: Jay talks about the decade of the ecosystem. He coined that term back, back on a podcast way back in nine, in, uh, in 2020. Microsoft has been at the, for, we used to call partner to partner back, back in the day. [00:23:10] Vince Menzione: Mm-hmm. Do you remember those days? How do you think about this ecosystem evolving and what steps are you taking to help bring these organizations together? Because I, I, again, we look at the seven seats or 6.3 seats at the table. The customer has the power now that they didn’t have before. ’cause they have the commitment with like with Microsoft and they can buy off of the marketplace and pull together multiple organizations to go, go do that. [00:23:34] Vince Menzione: How do you think about helping to orchestrate that as the leader of the enterprise partner business? [00:23:39] Stephen Boyle: So I’ll start with a really big example, and I’ll try and sort of scale it down a little bit. But my friends at Accenture, with the Accenture, Microsoft Business Group, we spend an awful lot of time, you know, in, in each other’s pockets, in each other’s deals. [00:23:51] Stephen Boyle: We know everything that’s going on in the Accenture, Microsoft Business Group. And a couple of weeks, or maybe a month or so ago, I was told that the Microsoft Business Group is now larger than the SAP Business group. It probably flip flops. [00:24:03] Vince Menzione: Yeah, [00:24:04] Stephen Boyle: it won’t be too long before the Anthropic Business Group is bigger than both of those. [00:24:08] Stephen Boyle: So what I need my Microsoft team to do is to not spend all of their lives in the. A MBG, the Azure, the Accenture, Microsoft Business group, but to go make friends in the Anthropic Accenture Business group and frankly still to make friends in the SAP business group and maybe in the Oracle Business Group and the list goes on. [00:24:27] Stephen Boyle: So at a macro 11, in the very largest accounts where we haven multiple practices, where we haven’t spent time before, I’m gonna. Push my people into uncomfortable zones and I’m gonna push them to go into those other areas and I’m gonna load them up with technical talent and cloud solution architects and ai, you know, forward deployed engineers. [00:24:45] Stephen Boyle: And I’m gonna force different people to talk together that haven’t talked together. So I can do that in TCS. I can do that, Capgemini, I can do that. Um, you know, in Europe with Capgemini and Misra is a classic example. Um, with the, with the Indian sis, Indian based sis, they’re all big enough where I know all the practices exist. [00:25:04] Stephen Boyle: I just need to do a better job of, of talking to them. Now, when you downsize that into, you know, into a, a company that doesn’t have all of that scale, this the same truth still holds. I need to talk to people who aren’t necessarily motivated every single day to do something with Microsoft. I need to talk to people who are motivated to do something with an AI partner or even a traditional SaaS partner. [00:25:27] Stephen Boyle: I noticed yesterday, actually no, this morning I got a notification that we just passed, um, a billion dollars in revenue on the marketplace with ServiceNow. [00:25:35] Vince Menzione: Nice. [00:25:36] Stephen Boyle: Um, and I think AWS announced the same thing, by the way this month as well. Um, so thank you to the ServiceNow people. Yeah. Um, you know, that is that there’s a tremendous demonstration of how far we’ve come in marketplace. [00:25:48] Stephen Boyle: ’cause that’s another one where we trailed AWS quite significantly. But with the right partnerships. And driving the right motions, we can, you know, we can definitely catch up and we will continue to pass, uh, some of, some of the other hyperscalers in, in, in that way. So really the bottom line to your question is partner to partner is still real. [00:26:08] Vince Menzione: Yeah, [00:26:08] Stephen Boyle: how we do it and what we use to tie things together. And I know that compensation drives behavior and we’re not gonna get into a compensation about like how we get compensated and everything else, but the reality is I’ve gotta break down those barriers and those silos and I’ve gotta deliver real meaningful enablement and practice development so that, so that the people who sit in the Anthropic business group and the people who sit in the Microsoft Business Group are spending as much time together as they are with me. [00:26:34] Stephen Boyle: That makes sense. Simply put, that’s what I, I need to achieve at scale rapidly. [00:26:40] Vince Menzione: So to, we’re getting close to time here, but as you look forward, what would define the most successful partnerships in this ecosystem? Is it, is it what you described, the opening up the aperture or for the, for the leaders in the room here today, what should they go do better and differently? [00:26:58] Stephen Boyle: Um, so obviously we’re closing out this fiscal, we’ve got Microsoft start and Microsoft start for partners coming up in July. Um, I mentioned the fact that we’re, we’re driving. Cu customer engagement through the lens of conversations and how do we achieve business outcomes? I would encourage you to, to gravitate, if you like, above the commercial solution areas where you might have understood, this is how I interact with Microsoft today. [00:27:23] Stephen Boyle: Um, and abstract it up to that AI layer. You know, think about trust, think about intelligence, think about business outcomes, and how do I potentially weave together a story? If I’m in the dynamic space, how do I get better in data? If I’m in the data space, how do I get better in. In that modern work environment, but really use AI as the overlay to, to help tie that together. [00:27:44] Stephen Boyle: That’s one thing. The second thing is if we’re not training you in the right direction, it’s stevenBoyle@microsoft.com. Let me know. Awesome. Um, we’ve got programmatic stuff, um, you know, and we’ve got high touch stuff as well. So I think this is, this is another time where Microsoft is gonna over pivot on all of the training and enablement that we need to do to make sure that you’re, you know, you’re grounded in our platform. [00:28:07] Stephen Boyle: Um, I think there’s a huge opportunity with this agenda future to become more of a software partner. You know, even the deepest services organizations are going to need agents, and the more successful ones will be the ones that can turn on those agents in a repeatable way. So. Our agents, the new SaaS. I’m not exactly saying that, but I think that the agen future is one where even the more services oriented companies will, will have teams of agents that they’re deploying. [00:28:35] Stephen Boyle: In fact, I had a very, very large systems integrator, um, in, in the EBC just about a month ago, three weeks ago. Um, and I was sat next to their head of consulting and he showed me what he called his God dashboard. Uh, and right in the middle of his God dashboard there are like 450 accounts. All of whom I recognized, ’cause they were all in the enterprise, right in the middle of his dashboard was, how many tokens am I spending? [00:29:00] Vince Menzione: Yeah. [00:29:01] Stephen Boyle: Like, not like what’s my daily runway? You know, not am I making a profit on that account or anything else like that is like, how many tokens have I consumed? Yeah. Because there is an awful lot of, that is the new juice, if you like. That’s, that’s driving the success. You can have the smartest people on the planet, but you’ve got to still arm them with all the best tools that are available out there. [00:29:22] Stephen Boyle: So it’s fascinating to listen to him, how he had gone through that thing of, you know, agent sprawl, how many are really working, how many are not working? How can we prove that? You can prove it through, you know, managing your tokens. There’s a new version of. Finops for tokens, for want of a better phrase, that’s gonna be critical for us all to understand. [00:29:40] Stephen Boyle: ’cause they’re not cheap, they’re not free, that’s for sure. And, and they might not be cheap if you’re not, if you’re not managing them and using them effectively. Yeah. So that’s the other thing that I would really get on top of. And, you know, we’re gonna make some announcements in the not too distant future about the consumption driven future. [00:29:56] Stephen Boyle: Um, that, that we will, that we will deliver with our first party and third party platforms going forward. So that’s another. Another critical thing [00:30:03] Vince Menzione: sounds like some exciting announcements. Pretty soon. [00:30:06] Stephen Boyle: Yeah, could look close. Quarter four, help me close. Quarter four. Yes. That’s priority number one, two, and three right now. [00:30:12] Stephen Boyle: Uh, but get ready for some, you know, for some new announcements in July. Um, look, the future is incredibly bright with Microsoft. It’s incredibly bright in the industry as a whole, right? I mean, let, let’s be honest, the, the growth targets that we will have for ne next year are astronomical, and we will not make them without the partner community that we have, without training and enabling the partner community that we need for tomorrow. [00:30:34] Stephen Boyle: So like, stay close, you know, stay engaged. Talk to your partner development managers, talk to the talk to field reps, talk to the accounts that that, that you are in, and stay as close as you possibly can to our emerging strategy. And, um, you know, look, I, I think if I had fivefold or tenfold the people I have today, I still wouldn’t be able to touch everybody that I would like to touch in the partner community. [00:30:58] Stephen Boyle: So I’ll apologize in advance. Um, but we’re gonna have some, you know, some really cool ways of learning. Um, and we’re gonna make sure that they’re available to the widest possible audience. [00:31:07] Vince Menzione: Well, we bring the practitioners and the experts in the room to help with that as well. Right? Yeah. Because you can’t always have a partner development manager tied to everybody in the room. [00:31:14] Stephen Boyle: I, I would do hackathons on AI every week with every partner and every part of the world, but I can’t. [00:31:19] Vince Menzione: Yeah, exactly. Well, so good to have you today. Thank you. So good to see you again. I don’t know what your schedule is like. I, we didn’t, we don’t have enough time for questions. [00:31:28] Stephen Boyle: That’s cool. [00:31:28] Vince Menzione: From the audience. [00:31:29] Stephen Boyle: I’m gonna stay around for a little [00:31:30] Vince Menzione: while this [00:31:30] Stephen Boyle: morning and I’m coming back [00:31:31] Vince Menzione: for cocktails. Alright, terrific. So. Stephen Boyle will be here for cocktail hour. Thank you. Four 30 and uh, I wanna thank you, sir. So good to have you. Thank you. Good to see you. Absolutely. [00:31:42] Stephen Boyle: So much. Absolutely. Hey, thanks everybody. [00:31:43] Stephen Boyle: Thanks for what you do today, and hopefully thank you for what you do tomorrow as well. [00:31:46] Vince Menzione: Thank you. An incredible leader. [00:31:49] Stephen Boyle: Don’t forget, ultimate [00:31:51] Vince Menzione: partner Alive is coming soon, June 18th at our executive breakfast in New York. I hope to see you there.Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ I

With vocals equal part sneer and sweet, supported by a thick and fuzzy bass, Moler is a little pop, a little punk, slightly grunge, and very interesting on their lone album from 1997, Golden Duck. The three-piece is at no loss for volume, cranking out over a dozen two and a half to four-minute gems that have plenty of attitude and energy. Lead singer and bassist Helen Cattanach, along with Julien Poulson on guitar and Steven Boyle on the drums, are a tight unit that only falters when the melodies don't shine, which happens a few times on the back half of an otherwise engaging album.   Songs on this Episode: Intro - Mustang Base 11:35 - Pseudoephedrine 23:06 - I Do, I Do 31:39 - Warning Sign Outro - Red Light Disco   Support the podcast, join the DMO UNION at Patreon. Listen to the episode archive at DigMeOutPodcast.com.

With vocals equal part sneer and sweet, supported by a thick and fuzzy bass, Moler is a little pop, a little punk, slightly grunge, and very interesting on their lone album from 1997, Golden Duck. The three-piece is at no loss for volume, cranking out over a dozen two and a half to four-minute gems that have plenty of attitude and energy. Lead singer and bassist Helen Cattanach, along with Julien Poulson on guitar and Steven Boyle on the drums, are a tight unit that only falters when the melodies don't shine, which happens a few times on the back half of an otherwise engaging album.   Songs on this Episode: Intro - Mustang Base 11:35 - Pseudoephedrine 23:06 - I Do, I Do 31:39 - Warning Sign Outro - Red Light Disco   Support the podcast, join the DMO UNION at Patreon. Listen to the episode archive at DigMeOutPodcast.com.

Theater critic Lily Janiak talks with Daniel Rudman, who was an up-and-coming local playwright in the 1980s  until a construction accident left him bedridden for the next three decades. Now, thanks to a medical miracle, he’s semi-mobile again — and he’s back into playwriting. Produced by Lily Janiak. Music by Steven Boyle. Learn more about your ad choices. Visit megaphone.fm/adchoices

Theater critic Lily Janiak talks with transgender actor Skyler Cooper about playing the title role in “Othello” as a woman and then as a man — from Impact Theatre’s so-called “lesbian” production, in 2005, to Livermore Shakespeare Festival’s production, now running through July 21. Produced by Lily Janiak. Theme music by Steven Boyle. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lily Janiak talks with intimacy choreographer Maya Herbsman. Intimacy choreography is a new name and discrete position for a longstanding job that historically fell to actors or director — how to stage sexually or otherwise intimate scenes in a way that serves the show while also keeping the performers safe. We talk about her work in Cutting Ball’s “The Bald Soprano,” running June 5-16. Produced by Lily Janiak. Music by Steven Boyle. Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 33 of Datebook podcast, Lily Janiak talks to Darryl V. Jones, Lorraine Hansberry Theatre's new acting artistic director. She asks about his vision for the black theater company — a Bay Area institution, but one that's faced setback after setback in the last decade — as well as the show he's directing for it, "The Urban Retreat," which runs March 22-April 6 at the African American Art and Culture Complex. This episode produced by Lily Janiak. Music by Steven Boyle. Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 27 of Datebook podcast, theater critic Lily Janiak interviews local actor and pedicab driver Caleb Cabrera as part of The Artist's Life series, a recurring feature that spotlights the talent who help make up the rich tapestry of the Bay Area’s cultural life. We talk about his recent role in Shotgun Players' "Women Laughing Alone with Salad," his upcoming role in Crowded Fire's "Transfers" and what it's like to shuttle tourists and baseball fans around the Embarcadero on three wheels. Produced by Lily Janiak. Music by Steven Boyle. Learn more about your ad choices. Visit megaphone.fm/adchoices

The ECHO's Liverpool Crown Court reporter Neil Docking and content editor Gary Stewart are joined by Detective Chief Inspector Mark Baker of Merseyside Police to discuss how "The Iceman" assassin Mark Fellows was brought to justice for the murder of "gangland enforcer" John Kinsella and Salford's 'Mr Big' Paul Massey. Top of the agenda is how officers investigated the brutal shootings, the vital clues they pieced together to form the overwhelming case against the hitman and his accomplice Steven Boyle, the moment both men were undone by Boyle "grassing" on his partner in crime and the reaction to their life sentences. For information regarding your data privacy, visit acast.com/privacy

Welcome to Season 2 of Bang to Rights. We're back with an episode looking at privacy issues around the coverage of the arrest in December of a couple in connection with the drone flights around Gatwick airport. Dave, Jez and Pete examine the threat of "Cliff's law" legislation in the wake of the drones episode. We also look at coverage in the M.E.N. and elsewhere of the trial of Mark Fellows and Steven Boyle over the murder of Salford's "Mr Big", Paul Massey in 2105

Lily Janiak talks to local magician, storyteller, solo performer and now San Francisco Ghost Hunt Walking Tour guide Christian Cagigal. We talk about how he got into leading tourists, local history buffs and fans of the supernatural on a one-mile nighttime jaunt through Pacific Heights, some of the lore he shares along the way, whether ghosts are real, what makes a good ghost story, and why so many ghost stories happen to take place in Pac Heights. Produced by Lily Janiak. Music by Steven Boyle. Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 21 of Datebook podcast, Chronicle theater critic Lily Janiak talks to local actor Siobhan Doherty as part of The Artist's Life series. In January, Siobhan will perform in Cutting Ball's revival of its 2012 hit, "Tenderloin," which she cowrote. We talk about the variety of gigs she takes to make it work as a Bay Area artist, including entertaining passengers at SFO, working with incarcerated youth and training future doctors, teachers and police. Produced by Lily Janiak. Music by Steven Boyle.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, theater critic Lily Janiak interviews TheaterFirst Artistic Facilitator Jon Tracy about his company's new policy of $15 per hour for everyone, no matter the job title - an almost unheard of phenomenon in theater, especially outside the biggest companies. We talk about why theater artists usually get paid so poorly, and why TheaterFirst thinks it might succeed where other companies have failed. We also talk about how the policy is playing out with TheaterFirst's December show, "The People's History of Next." Produced by Lily Janiak. Music by Steven Boyle. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, theater critic Lily Janiak talks to local actor Denmo Ibrahim as part of our Artist’s Life Series, a recurring feature that will shine a spotlight on the talent who help make up the rich tapestry of the Bay Area’s cultural life. In addition to recently playing the lead role in “A Thousand Splendid Suns” at ACT, Ibrahim is also the CEO of the Hayes Valley day spa Earthbody and the skincare line Omcali. Produced by Lily Janiak. Music by Steven Boyle. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, theater critic Lily Janiak talks to local actor and singer Nathan Marken as part of our Artist’s Life Series, a recurring feature that will shine a spotlight on the talent who help make up the rich tapestry of the Bay Area’s cultural life. Marken performs with both the Kinsey Sicks and "The Speakeasy," in addition to doing volunteer work and activism for a variety of Bay Area nonprofits. Produced by Lily Janiak. Music by Steven Boyle. Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Boyle of 241 Sports is not only a believer in multi-sport development, he has created a way for kids to sample many sports through 2-4-1 Sports. What led Steve to this decision? Well, he and his wife had both played many sports growing up, but the push might have come from a conversation with the potential soccer coach for his nine year old daughter. The coach was dismayed that she could not commit to playing only soccer AT AGE NINE! Steve and I go into more details about what 2-4-1 Sports does and the philosophy behind it. We discuss a program I love, the 241 Mile Challenge. If you want to reach Steve, the 241 Sports Website is a great place to start. You can follow him on Twitter (@241Sports).