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In this special episode, Pete and Julie are joined by Sarah Severson, Sr. Manager of Compensation at Medline, live from the annual World at Work Total Rewards event in San Antonio, TX, for a practical conversation on how compensation is evolving inside fast-growing, complex organizations. The conversation explores what happens when family-owned and high-growth companies scale faster than their compensation structures, why job architecture becomes a critical foundation for everything downstream, and how M&A, global expansion, and Workday implementations expose the need for common language, cleaner data, and stronger governance. Pete, Julie, and Sarah talk the practical side of AI in compensation, from using Copilot for Excel and manager communications to experimenting with AI-assisted job grading and market cleanup. Sarah offers a grounded practitioner view on where AI can accelerate work, where human judgment still matters, and why compensation teams must balance innovation with governance, transparency, and manager enablement. Plus, a candid look at the realities of modernizing compensation in a growing enterprise, and why the future of comp is not just about better data, but better decisions, better communication, and stronger alignment across the business. Connect with Sarah: LinkedIn: https://www.linkedin.com/in/sarah-severson-6498ba1b/ Connect with the show: LinkedIn: http://linkedin.com/company/hr-payroll-2-0 X: @HRPayroll2_0 X: @PeteTiliakos X: @JulieFer_HR BlueSky: @hrpayroll2o.bsky.social YouTube: https://www.youtube.com/@HRPAYROLL2_0 WRKDefined Podcast Network: https://wrkdefined.com/podcast/hr-payroll-20 Thank you to our marquee sponsors for powering the HR & Payroll 2.0 podcast forward! G-P ‘Globalization Partners': https://www.globalization-partners.com/ OneSource Virtual: https://hubs.ly/Q03YFNR90 Zoho: https://www.zoho.com/press.html Thank you to our ‘wizard behind the curtain' and show producer Ryan Kielma: https://www.linkedin.com/in/ryan-kielma/
Host Paul Spain is joined by Glenn Maiden, Chief Security Officer and Director of Threat Intelligence at Fortinet Aus & NZ. Glenn Maiden brings invaluable insights into today's rapidly evolving digital threat landscape with practical advice for organisations of all sizes on how to bolster cyber defences against current and future threats.Paul and Glenn also dive into the latest tech news including:TUANZ call for cross-party tech strategy for New Zealand's digitalAnthropic Suspends latest AI Models Following US Security DirectiveSpaceX launches largest IPO in historyThe emergence of autonomous AI drones in warfareThanks to our partners: Fortinet, One NZ, Workday, 2degrees, Spark, PwC New Zealand, and Gorilla Technology.
The Office of Personnel Management on Wednesday awarded its anticipated contract to modernize and consolidate federal human resources functions to Oracle, capping a process that's been over a year in the making. The nearly $400 million award puts Oracle in charge of a process to bring over 100 HR systems under one single platform that the agency is calling its Core Human Capital Management system. OPM says it believes the project will make significant reductions in the overall cost of HR platforms to taxpayers. “Historically, federal agencies have relied on fragmented, aging HR systems that are costly to maintain and difficult to scale,” OPM Director Scott Kupor said in a written statement included in a press release. He called the award “a foundational investment in the future of federal workforce management.” A final award comes over a year after an early effort to award such a contract failed to move forward. In May 2025, the Office of Personnel Management awarded a sole-source contract to Workday to facilitate the Trump administration's HR modernization efforts, arguing it was the only vendor that could do the job. But OPM abruptly canceled that award, and later launched open competition for such a contract. The Cybersecurity and Infrastructure Security Agency on Wednesday ordered federal agencies to prioritize vulnerabilities based on four criteria, as part of a push to “patch smarter, not harder.” Federal agencies should emphasize patches for vulnerabilities that affect a publicly exposed asset, allow an attacker to fully automate exploitation, give attackers the ability to take over control of a system or relate to evidence of active, real-world exploitation, CISA declared. CISA acting director Nick Andersen previewed the binding operational directive (BOD) Tuesday, framing it as a rethinking of vulnerability management more broadly. Andersen said in a statement: “This Directive provides clear definitions, timelines and criteria that enhances transparency, predictability and agencies' resource planning to execute more effective vulnerability remediation." BOD 26-04 sets forth timelines for how quickly agencies must fix a vulnerability based on how many of the four criteria it meets. If it meets all four, for example, agencies need to fix it within three days and carry out a “forensic triage” to assess whether their systems were compromised. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast on Apple Podcasts, Soundcloud, Spotify and YouTube.
Most AI failures won't come from a bad model. They'll come from bad data.Shashank Saxena spent most of his career on the buying side of enterprise technology before founding VNDLY which was acquired by Workday for $510 million. He then joined Sierra as a Managing Partner before going full time as Co-founder and CEO of Pantomath, a data operations center for enterprises that are betting their future on AI agents.We discuss why data quality is becoming one of the biggest challenges in enterprise AI. An AI agent fed bad data for 12 hours doesn't go rogue. It just makes 12 hours of wrong decisions: rejecting insurance claims, issuing credit cards, or drilling in the wrong location. As more business decisions are delegated to AI systems, companies will need far greater visibility into what is happening across their data infrastructure.Shashank also shares the decisions that led to VNDLY's acquisition, the advice he'd give founders evaluating acquisition offers today, and why a Michael Jordan analogy continues to motivate him as a second-time founder.If you're building enterprise software, selling to large companies, or trying to figure out whether experience is an asset or a liability in the AI era, this episode is for you.0:00 - Trailer01:00 - How Shashank became a second-time founder07:20 - Where Pantomath sits in the data stack10:55 - How a broken Tableau report turns mission-critical with AI12:55 - Who Pantomath sells to15:35 - Solving for a problem that doesn't exist yet19:03 - How have founder expectations changed today?20:31 - Series B companies pre- and post-AI21:26 - The Michael Jordan example23:57 - How a repeat founder chooses investors25:10 - What value Snowflake adds as a strategic investor27:05 - Data is not an open category today28:34 - The astounding Databricks outcome29:08 - The reality of the $100 million ARR number31:48 - Will non-human workers 100x in the next few years?36:00 - How to protect data in motion37:26 - How comfortable are we giving full access to agents?39:47 - Where is automation fastest today?42:09 - Why entrepreneurs tend to like uncertainty43:28 - Why Shashank chose to be a founder45:48 - A customer-driven $510M acquisition48:32 - Employees vs contractors in any organization51:22 - Building from Ohio vs the Bay Area53:14 - Learnings from selling to enterprises56:31 - How Shashank raised from Tier 1 US VCs59:19 - Heads down or network as a founder?1:02:47 - First-time vs second-time founder edge in AI1:06:22 - Hiring as a repeat founder1:08:08 - How enterprise sales has changed1:10:52 - How do you sell for a problem that isn't visible today?1:12:58 - Best piece of advice1:16:27 - The only advice for a founder considering M&A1:21:06 - Position yourself to be capable of taking risks1:24:51 - What matters to an enterprise buyer?-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail
In today's Cloud Wars Minute, I analyze how Sana is helping Workday transform from a system of record into a system of action. Highlights 0:00 — Workday has announced two new agents: Sana for IT Service Management, or ITSM, and Sana Travel Agent. To recap, Workday acquired Sana at the end of 2025, and since then, the technology has evolved into Workday's employee AI layer, what the company describes as its "front door for work." 0:42 — Sana for ITSM automates workflows for tasks like employee onboarding, off-boarding, access changes, and standard IT requests, while the Sana Travel Agent helps employees plan work trips, book travel, and manage expenses. Both agents are built directly on Workday, meaning they have the same security and governance protocols by default, and tap into the bespoke contextual company data and policy information contained within the platform. 00:57 — Cloud Wars founder Bob Evans commented on the development in the official Workday press release: "Extending agents into adjacent workflows like onboarding, travel, and expenses, where Workday already has the people and finance data and policies, is not only practical but also a transformational way to help HR and finance leaders meet and exceed their objectives." 01:25 — Workday's acquisition of Sana was a pivotal moment in the company's recent history and accelerated its push in the enterprise AI era. The deal signaled a strategic evolution beyond Workday's traditional role as a system of record for HR and finance processes. 01:44 — At the same time, that deep system of record foundation is exactly what makes Sana's autonomous AI agents such a strong fit, because the agents can operate with rich context, permissions, policy, and workflow data already embedded within the platform. Visit Cloud Wars for more.
First, Workday announced Agent Passport, which tests and verifies every AI agent, Workday-built and third-party, before it goes into production, and continuously monitors it after. Then, UKG announced Quarterly Platform Innovations to help organizations move from workforce insights to workforce action. Finally, OneStream at its OneStream World Tour announced the launch of its new Snowflake connector as an addition to the OneStream Connection Center framework. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
Host Paul Spain sits down with Jonathan Good, Co-Founder and CEO of Scentian Bio, to dive into the "digitisation of smell and taste “and what it means for industries in New Zealand and beyond. Jonathan shares about the realities of fundraising both locally and abroad, and the challenges and opportunities of bringing cutting-edge chemical sensing technology to market.Plus, Paul and Jonathan explore the latest tech news, including:Health New Zealand's Hybrid Cloud MigrationSpark's Verified Call Feature Against ScamsWorkday's Go Platform expands to NZ & AU2degrees' Shaping Business Study 2026Is AI More Expensive Than Humans?UN Report warns of the Environmental Impact of AIA big thank you to our show partners One NZ, Spark, Workday, 2degrees, Fortinet and Gorilla Technology.
Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this presentation from Ultimate Partner Live, industry analyst Jay McBain breaks down the monumental macroeconomic shifts rewriting the tech sector in 2026. https://youtu.be/r0qTDyw97Gs As the industry rapidly approaches a $6.07 trillion valuation, driven by massive AI infrastructure investments from Sam Altman and the “Magnificent Seven,” traditional sales and channel models are fundamentally collapsing. McBain reveals how buyer demographics have transformed to an integration-first millennial base, why marketplace ecosystems now command over half of all partner-funded deals, and how a tiny elite of just 1,000 tech service providers control two-thirds of global tech revenue. Learn the exact mechanics behind how Microsoft out-partnered AWS to win 26 straight quarters of dominant growth and how your business can deploy an algorithmic early warning system to capture massive wallet share before competitors even step into the boardroom. Key Takeaways Over half of the Fortune 500 companies vanish every 20 years because their leadership fails to anticipate macroeconomic technological cycles. The true opportunity in the $6.5 trillion AI boom lies not in single vendor products, but in the hardware, software, services, and telecom ecosystem surrounding them. Indirect tech sales are undergoing a structural shift toward direct cloud hyperscaler models driven heavily by Nvidia's core infrastructure client base. Modern business deals are won or lost months before the point of sale based on the average of 6.3 partners surrounding a customer’s environment. Over 51% of tech buyers are now millennials who prioritize software integration capabilities and digital marketplaces over traditional human sales interactions. Tech service economics are pivoting aggressively away from upfront margins toward point-based multi-partner funding across subscription cycles. 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 Nvidia AI buildout, $7 trillion AI opportunity, cloud ecosystem decade, Microsoft vs AWS growth, multi-partner cloud deals, digital marketplace migration, millennial B2B buyers, B2B tech subscription economics, tokenized micro consumption, tech services wallet share, hybrid cloud infrastructure, 28 customer moments, IT services industry growth, telecom spend breakdown, channel chief strategy, managed service providers MSP, global systems integrators GSI, software integration first, point-based vendor incentives, automated co-selling workflows Transcript JAY McBAIN AUDIO PODCAST [00:00:00] Jay McBain: So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book, but chapter one is always you Blame the CEO. [00:00:13] 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. With that, I am incredibly blessed to invite a friend of mine to the stage. I have a quick little side note, like I found an old LinkedIn post from this gentleman from like many years ago, like 20 years ago. [00:00:39] Vince Menzione: And I wasn’t really that nice to you on that LinkedIn post. Like, oh, like this is before Jay became the Jay, that we all know Jay to be j. But he was in the space and I was at Microsoft doing something and he reached out about something. It was kind of rude, Jay. I was like, oh my gosh. I can’t believe. But Jay has been a great friend. [00:00:54] Vince Menzione: When we started the podcast back up, uh, during COVID we started doing podcasts together. When we moved to the studio, Jay was the first person in the studio. He’s always got a spot, uh, at our events. He’s s Spot Art, and, and he’s a great friend and supporter of Ultimate Partner Jay McBain. For those of you who don’t know him, Jay, welcome. [00:01:13] Vince Menzione: Thank you, sir. [00:01:22] Jay McBain: 31 days ago, we landed Artemis two. The furthest humans have ever been away from the planet Earth 57 years ago. We landed on the moon in the 56 years. Between those two moments, the tech industry has been the fastest growing industry in the world. Every single year we moved from the space race to the technology race, and we’re just getting started. [00:01:46] Jay McBain: If you’re old enough, you’ll recognize the mainframe and mini era for 20 years. You’ll recognize a young disheveled Bill Gates showing up in Boca Raton, Florida for, uh, August the 12th, 1981 launch, where Bill thought that every one of us would’ve a PC in our home, and IBM thought they were gonna sell 10,000 of them to hobbyists. [00:02:12] Jay McBain: 1999, a small startup from an executive who just left Oracle in San Francisco named Mark Benioff. A couple of years later, Jeff Bezos went into a boardroom and said, listen, we’ve spent a lot of money building infrastructure to our busiest day, Christmas, black Friday. You’re telling me this stuff sits idle 10 or 20% for the rest of the year. [00:02:35] Jay McBain: Why don’t we rent that out to others? Got laughed outta that boardroom and then got made of fun of on magazine covers. Maybe you should just tend the store, let the adults talk about technology. In March of 2023, our neighbors, our friends, our family saw DeepFakes. They saw poetry, they saw music, and they came to us as tech people and said, did we just light up Skynet? [00:03:03] Jay McBain: Now every one of these 20 year eras, this is the Taylor Swift version of our industry. Every single one of these eras triggers the fastest growing product in history. Today it’s actually Chacha bt first to a billion users. It triggers a new, richest person in the world, bill Gates, to Jeff Bezos. Now, Elon Musk is the first to sign a trillion dollar pay package, and it’s not for car. [00:03:27] Jay McBain: It’s not for cars. It also triggers a most valuable company in the world change. And today that’s nvidia. These are monumental changes in our industry and they’re monumental changes in partnering every single time. And it also links to our customers. If you take a 20 year view of business, one era, and, and think about the AI era, you know, at the start of it here, if you’re to grab the Fortune 500 magazine from 20 years ago and start to flip through it, 53% of the companies in there no longer exist. [00:04:06] Jay McBain: Every 20 year cycle, we lose over half of the biggest companies in the world. These are the companies that have very deep pockets to buy their way outta problems. If you’re not in the Fortune 571% of tech companies don’t make it 10 years. These are the changes that cost industries. There are changes that cost really big companies and the decisions we make, the trends we’re in right now, in 2026 will be written about in the future. [00:04:39] Jay McBain: This new era, a lot of big numbers being thrown around. Vince’s best friend talk about a six and a half trillion dollar AI opportunity, but it’s not Microsoft’s tam. Microsoft is chasing about a trillion dollars of this. And the ecosystem, the hardware, the software, the services, the telecom is gonna make up the rest. [00:05:04] Jay McBain: It is an ecosystem. Every time these big numbers are thrown, the word ecosystem is always thrown around it. Not to be outdone, Sam Altman’s talking about a $7 trillion build out. The world economy this year, the world GDP will be 126. These are material numbers to world GDP, but even better, they’re both larger than our entire industry is today. [00:05:27] Jay McBain: So what took 56 years of the fastest growing industry this year will be $6.07 trillion. Big numbers, but it’s easier to think about it in terms of a dollar that our customers spend in that dollar. They’re gonna spend 25 cents on hardware. They’re gonna spend 25 cents on software. So for anyone that read the memo 15 years ago, that software’s gonna eat the world, there’s still a dollar a hardware to run every dollar of that software. [00:05:57] Jay McBain: And whether you’re thinking humanoid robots or whichever future you’re envisioning, there’s going to be a dollar of hardware to run every dollar of software for the next 20 years. There’s over 25 cents now in IT services, and in many cases, these services are growing faster than the product categories and just under 25 cents in telecom, that’s how it breaks out today. [00:06:19] Jay McBain: And this industry, which took 56 years to get to this point, is gonna double in size in the next three to five years. We already have two and a half trillion of that seven raised and being spent. Part of the reason Nvidia is the most valuable company in the world. Now our industry, uh, you talk about ultimate partnerships. [00:06:40] Jay McBain: Our industry traditionally, and world trade by the way, is 75% indirect. The dealerships, the agencies, the brokers, the resellers, the retailers, the franchisees, the gas stations, the grocery stores, the pharmacies, all 27 industries sell indirect. You gotta think back the last time you bought something direct. [00:07:01] Jay McBain: Well, I bought a Dell from that dude in the nineties. Cool. Well, Dell Technologies is now 60% indirect. Well, I bought insurance. Direct is 15 minutes. Could save me 15%. Well, Geico last year sold more insurance through agencies and brokers than they did direct. This is the world now. We used to be 75% indirect four years ago. [00:07:26] Jay McBain: Then it went to 73.2, then it went to 70.1 and it then it went to 66.7. By the way, marketplace is in these numbers indirect. It’s not marketplace causing this change. It’s one company, Nvidia. Nvidia has seven customers. The magnificent seven, uh, half of them are in the room right now that every morning we wake up to a hundred billion dollars press release about this $7 trillion buildout. [00:07:56] Jay McBain: What’s interesting is indirect sales in our industry is growing by revenue. It increases every year, just not at the pace that this AI build out is happening direct with seven companies. But the reason we’re all here, and I think the core reason that Vince is building this community is this, you know, Microsoft forever has measured and been very vocal. [00:08:21] Jay McBain: About 96% of their deals have partners in them. Kind of who cares, who collects the money. We care about the moments, the 28 moments before the customer makes a purchase. We care about every 30 days forever, because two thirds of our industry, over $4 trillion now is subscription consumption based. Winning a customer today is only winning the first 30 days. [00:08:46] Jay McBain: We care about this cycle. We care about who surrounds our customer. So six years ago, I stood on a big stage and said, you know, we went through a decade of sales. You know, in 1999, you thought you were born to be a salesperson. You’re managing your territory with your gut. Well, a few years later, you were introduced to the science of selling. [00:09:07] Jay McBain: You know, 10 years later you thought as a marketer, you sit around a cocktail party joking with your friends, 50% of my marketing dollars are wasted. I just don’t know which 50%. Really funny. In 2009 until every 58-year-old CMO got replaced by a 38-year-old growth hacker. Coming in with Marketo and Eloqua and Pardot and HubSpot, and 15,505 as of yesterday, MarTech and iTech tools, ninjas in marketing, they wouldn’t let a nickel go through without measuring. [00:09:43] Jay McBain: Now we understand 96% of deals and partners that surround it. No deal is gonna be won or lost in this era without partnering effectively. So we had to have this decade of the ecosystem. One of the ways we’re tracking is by outsiders. You know, Salesforce every year publishes the state of sales and they’ve got, you know, the number one CRM in the world. [00:10:05] Jay McBain: So they get to go talk to all the CROs, all the salespeople in the world. And as of this year, a couple months ago, 94% of every salesperson in every industry in the world uses partners every single day. You wanna see what this number was six years ago. Also, 89% of salespeople around the world don’t think they’re going to club this year without partners. [00:10:29] Jay McBain: So this is a big moment for us, halfway through the decade ecosystem, but we’re only halfway through. We’re starting to understand now at a more granular level. What partnering means. It’s not theory, it’s not flywheels. It’s not really cute. McKinsey slides that we keep showing to our board saying how important partnering is. [00:10:51] Jay McBain: We’re trying to get to the very specific level of the 6.3 partners on average that surround the deal and what they’re doing. How their business model works, and that’s average if I’m working on a public sector deal. I was at a Red Hat conference yesterday talking sovereignty. If I’m in an enterprise or a large public sector deal, it’s north of 10 partners in the deal. [00:11:15] Jay McBain: So we’re starting to understand what used to be this, this, you know, you’ve been the fastest growing industry for 56 straight years. Every single professional services person in every industry has come in to join the fund. Over 90% of accountants are tech services firms. Over 90% of marketing agencies are tech services agencies. [00:11:36] Jay McBain: All of this 250,000 software companies, a million emerging comp tech companies, the half a million VAR that have been in that traditional channel. The managed service providers, all of these 20 different partner types, millions of companies, tens of millions of people competing for 6.3 spots. Around the customer. [00:11:58] Jay McBain: That’s it. Luckily, there’s 141 million global customers to compete for. There’s, there’s some open slots that you can go find, and that’s the point. Our industry never had our own Fortune 500. We always talk to, you know, these partners and GSIs are doing this and SI are doing that. And we never really had a view of capability and capacity or what our own TAM was inside of that partnering. [00:12:25] Jay McBain: And so we set out and we would’ve loved, you know, chat GPT or Gemini or Claude or any of those tools to do this. But there’s one problem in partnering with AI is that it doesn’t know one partner from the next. There’s a big digital sameness problem in our industry that every single partner, whether it’s Larry in the White van or Accenture, with 786,000 employees all say they do all things to all people all the time. [00:12:53] Jay McBain: 98% of them, 99% of them are private companies that don’t share their p and l. You can’t go into Microsoft’s LinkedIn system and find out how many employees, ’cause it’s a block system, it AI can’t see into it. So it just sees, and it’s a great pattern matching. Google, SEO can’t figure out who’s who, nor today can the large language models. [00:13:14] Jay McBain: ’cause all the things they’re trying to match, the transformers are trying to match. It all looks the same. Every tweet, every ebook, every website, every digital history looks the same. So this took us thousands of people hours across two years to do, to dig into every p and l to dig into every dollar of what they’re doing. [00:13:33] Jay McBain: But what was interesting is only a thousand partners in our industry do two thirds of all tech services. When you get into enterprise, it goes up to 80 to 90%. The partners in the middle, in Blue do more tech services. The 30 of them than the 970 partners in white on the outside, the 970 partners in White do more tech services than the next million combined. [00:14:03] Jay McBain: This is our industry in a nutshell. Every time we talk to a a vendor, every time we talk to a partner, every time we talk to a distributor, we’re now talking names, faces, and places. You you wanna talk sovereignty. Yesterday in Atlanta, 90% of sovereign conversations in public sector in the globe is handled by these companies here. [00:14:26] Jay McBain: Forget about how much you do with these partners today. You wanna chase the next column, which is the wallet share. And I was a channel chief for 17 years. I get the weekly report and I see a million dollar partner, another million dollar partner, sorted top to bottom. You don’t know which partners which, which of those million dollar partners is doing 1.2 million in your category. [00:14:46] Jay McBain: They deserve a baseball cap and a front row seat at your event as an MVP. The next partner right next to them is doing 10 million in your category. They’re only doing a million with you. ’cause customers are pulling them into it. Nine times outta 10. They’re leading with your competitor. So I don’t want that list anymore. [00:15:03] Jay McBain: I want the new list, which is showing me those $9 million opportunities. And I as a board member, as A CEO, as a CFO, as a CRO, I wanna see this list. And then I want to talk people, processes, programs, technology. What are we gonna do to go get our fair share of that 9 million? Where’s our lowest hanging fruit? [00:15:24] Jay McBain: How do we double our pipeline? How do we double the size of our company in three years? It’s all right here. Let’s have very specific conversations and move away from flywheels and move around from force multipliers and and things like that in partnering. Let’s figure out how this partner community is surrounded. [00:15:45] Jay McBain: What do 10 million people who have to be smart in front of their customers every single day, what do they read? Where do they go and who do they follow? It’s the law of a few. This is the old Malcolm Gladwell of tipping point 10 million people in the broader channel. A hundred percent of our TAM comes down to only a thousand watering holes. [00:16:08] Jay McBain: 12% of that entire audience. Doesn’t sound like a lot, but it’s over A million. People love podcasts. Number one way they learn the Joe Rogan effect. In our industry, there’s 121 podcasts. These are all public lists. You can go get on my LinkedIn newsletter on canals, oia. But there’s 121 podcasts that drive him forward. [00:16:28] Jay McBain: Really high up on that list, actually number one on the list is ultimate partner, Vince. That’s how I met. ’cause I asked people, 10 million people, you love this. You walk your dog, you drive to work, you listen to podcasts. I’m not the biggest podcast fan. It’s not number one on my list, but it’s number one on theirs. [00:16:44] Jay McBain: They say, you know, you gotta meet this guy, Vince. It’s unbelievable how great these podcasts are. They’re ultimate. [00:16:54] Jay McBain: Then I talked to Vince and said, but Vince, you know, 35% of your community, the 10 million people love to come to events like this one. The hallway conversations, the hotel lobby bar last night. This is what we love to do, especially post pandemic. It’s the number one way we learn. We learn from our peers, we learn from those around us, and, and the learn from the conversations we have here. [00:17:17] Jay McBain: We always remember these moments, you know, years and years later. There’s 352 choices. I’m going to five of them this week in five different cities. It’s a lot of coverage, but again, it’s a tighter li list of how people work. The magazine lists 106 of them associations like Conter. Now the GTIA peer groups, there’s 15 different spheres of influence, but only a thousand places. [00:17:43] Jay McBain: I could walk you through billionaire, after billionaire, after billionaire in this industry and show you how they did this. How did Arne Bellini at ConnectWise? How did Austin McCord at Datto, how did Nerdio become a unicorn? How did threat locker and huntress move away from 6,500 cyber companies and become unicorns over and over and over again? [00:18:05] Jay McBain: It’s only one slide. Unicorns and billionaires are made here, and a lot of people don’t get it. So walking away from Bellevue, a thousand partners, top down, a thousand watering holes, bottoms up. You’ve covered a hundred percent of your tam. You do it better than 10% of your competitor, 10% better than your competitors. [00:18:27] Jay McBain: You win. You carry that on your resume into the next company. You get a bigger job at a bigger pay scale. Let’s just walk through some examples. Cyber 91.7% of it goes through the channel. Huge channel audience. You know, if you’re in MarTech, it’s only 10%, but this one happens to be all channel, but that’s not the story. [00:18:48] Jay McBain: For every dollar that the 6,500 cyber companies are trying to close, there’s $2 in services. Plot twist, the products are grown at 11, the services are grown at 12.6. Your partners are growing faster than you are, and they will continue to for the next, at least five years, probably 10. So when I’m here, five years from now, you’ll hear in me talk about a three to one split in cyber and then a four to one split in cyber. [00:19:18] Jay McBain: Now, when we’re in Miami a couple days ago is CrowdStrike, they’re talking about a $7 and 5 cent multiplier, chasing that two to one up higher. You look at managed services. Here’s a fun story. Managed services. 82% of customers who are man, uh, outsourcing more this year than last year. 650 billion in size. [00:19:38] Jay McBain: This is bigger than the entire SaaS industry. Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot, 250,000. Others. This is bigger. It’s also bigger than all the Hyperscalers combined, not just AWS, Microsoft and Google, but Alibaba and Oracle and everybody down the list. This is a massive market also growing at double digits. [00:19:59] Jay McBain: So these are some big things and obviously we’re watching, you know, week in and week out, quarter in, quarter out, the Battle of Software and Battle of the Hyperscalers and things like that, and who’s growing at what pace and, and how partnering is connecting to all of this. You know, we watched a moment really early in the pandemic where Microsoft started growing faster than AWS and they haven’t stopped since 26 straight quarters. [00:20:27] Jay McBain: And you ask customers and say, you know, does Microsoft have a better product? And in most cases they say no. You know, AWS had a five year head start. Well, did they have a better price? Well, no, actually most cases Microsoft’s more expensive. Well, did did they have better promotion? Was their Super Bowl ad better? [00:20:44] Jay McBain: No, they’re both kind of crap. So you kind of ask the questions of what’s the only difference that could create growth above the leader in the market? Well, it’s place. More of the 6.3 partners are walking into those keyboard room meetings and drawing clouds up on the wall and labeling the Microsoft than they are AWS. [00:21:03] Jay McBain: Very simple. It’s never been about product. The best product in our industry has never won. And now the best way forward is that partnering moment, and this is the moment. So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book. And it could be the book like Kodak, they invented the product that ended up killing them. [00:21:26] Jay McBain: And it’s a woe is me story, but chapter one is always you blame the CEO. How could they not see those trends happening in 2026? How could they, you know, were they blind? Were they stuck in their own, you know, innovation chamber? Innovator’s dilemma, were they stuck in their own boardrooms? Why couldn’t they see? [00:21:46] Jay McBain: Well, chapter two, you, you blame the board. They have fiduciary responsibility, outsider view, and how could they not see it? But really, this is the future right here. If you take this slide and apply it 10 or 20 years from now to every failure and every success, these are the chapters of the book. Your buyer is now a millennial. [00:22:05] Jay McBain: As of last year, the 51% of our market is bought by people born after 1982. Different psychology, different behavior, different journey, different criteria, their integration. First buyers. The buy a product, 80% as good as the next one. If it works better in their environment. 94% of people won’t buy a car unless it has CarPlay or Android Auto. [00:22:26] Jay McBain: New Buyer. You have to be more integrated than your competitors. That’s a partnering story. The 6.3 partners. If you heard cyber, you need some great channel partnerships, but you need the other 5.3 partners as well, the consultants, the advisors, the designers, the architects, the implementers, the integrators, the manner service, all of the other partners. [00:22:44] Jay McBain: You need to know more of them than your competitors do, and have them label clouds with your name in them. You need better alliances. Even if you compete, you only compete in the morning. You’re best friends by the afternoon. You have to be tight with the hyperscalers, tight, with the big SaaS platforms, tight with cyber, tight with distribution, there are layers, seven layers to every deal. [00:23:04] Jay McBain: You gotta be tight in and have better alliances than your competitors. And then it all comes to the 28 moments, which I’m gonna end on, but the go to market of all of this, the co-selling, co-marketing, co-innovation, co-development, co keeping. This is it. Your product has to be good enough that somebody’s gonna renew it. [00:23:21] Jay McBain: Your Super Bowl has to be, you know, ad has to be good enough that people don’t, you know, shame you on social media. Your pricing has to be somewhere in a country mile of the bell curve of what the customer wants to pay. But successor failure is just here and platforms are synonymous with partnering. [00:23:40] Jay McBain: It’s our role now in the decade of the ecosystem to drive our companies forward. Marketplace. It’s probably the most predict, you know, great prediction we ever made. You know, growing at 82% compounded, it’s hard to predict ’cause it doubles almost every year. We were almost exact to the decimal point. Five years later now till 2030, we’re watching a second story, which is more interesting. [00:24:02] Jay McBain: If 96% of all deals have partners inside of them and there’s private offers and multi-partner offers and distributor sellers record all these funding mechanisms or services as a product. As of last week, over 50% of all deals in marketplaces now have partner funding. It means that while money changes hands differently, the respect and the recognition of what partners do is in the deal. [00:24:26] Jay McBain: We think that’s going to 59, but at some point, that’s gonna have to hit 96. ’cause to run the best programs, whether it’s an indirect sale, whether it’s a direct sale, whether it’s a marketplace deal, it doesn’t matter how money changes hands. What matters is we recognize the 6.3 partners. They’re not only making the deal happen bigger and faster, but renewing and enriching that every 30 days forever. [00:24:48] Jay McBain: When we watch, you know, billion dollar clubs and when we read all the press releases and all the hubbub about how fast this is growing and who, which companies are behind all this. When I’m quoted in some of these press releases, it’s because of this. You know, CrowdStrike, you know, brags are a billion dollars in a single year, but inside of that, they’re showing that 91% growth in marketplaces, which is pretty phenomenal for any company to almost double in size every single year. [00:25:17] Jay McBain: What’s more phenomenal is they’re growing the channel piece of it, 3548%. That green part of it is growing. Companies that understand platform and have people and processes and programs and technology to do it are winning. And they’re getting recognition and partners are starting to join the Billion Dollar Club who don’t sell a product, but are also winning at Extreme Scale. [00:25:44] Jay McBain: So talk about those partner 1000 and who are leaning in to win at this level. As well as everything changes, traditional billing moved into subscription models, moved into consumption models. Now we’re being tokenized to death multi it’s, it’s in this mode of micro consumption. There’s no chance there was little chance in subscription consumption that would be resold. [00:26:09] Jay McBain: You don’t buy Netflix from the cable guy in the white van. There’s zero chance when you’re buying tokens at a buck a piece that that’s going through any indirect sale. This continues to grow. Now the tectonic shifts is what happens when money changes hands differently. These old programs that we used to all write hundreds of different boxes, we checked every day on deal reg and trainings and all the other things are changing. [00:26:35] Jay McBain: To this, you’ll get these slides, by the way, in high res, inside of this now is the customer. For the first time ever, 45 years later, we have the customer in the middle of what we do, the 28 moments in green before they buy the seven layer stack and the partners inside it. The implementation. The integration, the managed services in a cycle that never ends, and two thirds of our industry. [00:26:55] Jay McBain: With the customer in the middle, we can now move money around to the different moments. It’s not all landing in front or backend margins or market development funds or new customer bonuses or spiffs. It’s landing where it needs to land. Over 400 companies now, pretty much led by Microsoft 400 companies are in a point system right now and 400 more. [00:27:18] Jay McBain: We’re working kind of behind the scenes to get that announced in the next 12 months. This is a total changeover in terms of how economics work and partners are yelling over half of us. I don’t care. Don’t call me a VAR anymore. Don’t call me an MSP. Don’t call me a regional system integrator. I do the consulting over half the time. [00:27:36] Jay McBain: I do the design, I do the implementations, I do the managed services, and 44% of us are vibe coding. On weekends. We’re not happy. Just on the services side. We wanna join the seven layer tech stack as well. These are partners growing faster than their vendors by understanding this cycle and where to show up and where the money is in ai. [00:27:56] Jay McBain: And the number one thing they’re asking for is not more leads, which they did for 45 years. The number one thing is now recognized for what I do. I’ve never just been a cash register. We’re completely now past this idea of a channel being a channel of distribution, and now a channel being this platform for the future. [00:28:16] Jay McBain: As we lay that on top of ai, the first couple of years of AI has really been consumer driven. The 95% failure rate that MIT reported last year is now 70%. That’s the failure to get from proof of concept to production. That 70 will be 50 by the summer we’re moving now in business, the maturity rates are going up at the end customer and in 88% of cases, that’s because of the channel. [00:28:43] Jay McBain: They’re working with partners. They’re not vibe coding themselves and working in little skunkwork groups. They’re working with partners to make it happen, and it now becomes the partner’s number one growth opportunity. I can grow at 11 or 12% in cyber every year. Compounded I can grow in 10% in managed services. [00:29:03] Jay McBain: You know, those are great double digit growth ’cause my customers are growing at 2.7% and I can go four x my customer, but I can go 10 x my customer if I have the right services built around ai. And this compounded growth rate and that big number in 2 20 32, 267 is what’s got those top 1000 partners obsessed. [00:29:25] Jay McBain: And your companies are leading with ai. Now you need to connect to those AI services. You need to get partners on this scale of growth. And they will be adding your name inside every cloud. They write on every whiteboard, but 82% of partners around the world, you know, we survey 25,000 of them aren’t ready, and they’re blaming vendors for not being ready, and they’re telling them exactly the workshops and the training that they need to get ready for this cycle. [00:29:53] Jay McBain: 82% of our entire partner, tens of millions of people, aren’t ready to grow at 35% and they need our help. Last thing I’ll say about AI is it’s the first time from client server to cloud, edge to cloud that it’s been segment driven. SMB alone has one, you know, six different segments, one to nine, 10 to 24, 25 to 49, et cetera. [00:30:18] Jay McBain: Mid-market into enterprise. No one that runs a restaurant is calling Jensen to buy a GPU to put next to the stove. No one’s calling Sam or Dario or anyone at Anthropic or OpenAI directly. They’re waiting. If you run a restaurant with all the people running around with tablets, you’ve invested in toast or square or clover or one of the platforms to run your business. [00:30:41] Jay McBain: A hundred different things. And you’re gonna wait for toast to work with a hyperscaler and build out the capabilities genetically. So when they see a spike in Uber Eats orders, they automatically place a food order and automatically change the staffing to deliver on it. That’s what the restaurant’s waiting for, and there’s no one calling and having a big a agent conversation. [00:31:03] Jay McBain: But even if you go into hundreds of people in medium sized business, every one of the vice presidents have their tech stack already built. I talked about the marketing person already, but the HR leader has one, and everybody’s got their seven layer stack. They’re not calling to buy a GPU and they’re not calling to, you know, bring in open AI directly or, or anthropic. [00:31:22] Jay McBain: They’re waiting for the platform they built to integrate together ag agenta capabilities. Everybody’s in wait mode up until enterprise and public, large public sector. So we are looking at this market and at 90% of that AI market is run by those thousand companies, and the rest of the millions of partners are helping in terms of how these businesses are gonna change at that level. [00:31:46] Jay McBain: Here’s where I end. You know, the 28 moments used to be a theory. It used to be a flywheel. How do we buy a car? [00:31:55] Vince Menzione: Well, we Google it, [00:31:57] Jay McBain: 81% of us now, 94% of us use large language models. We find out that there’s 365 brands of car. I’d have to test drive one every day of the year to get through them all. So we start narrowing these things down. [00:32:09] Jay McBain: We configure it. We put our rims on it, we color it. We download the invoice price. We download the backend rebates this month, whether I buy it in May or June, we find out what 5,000 people paid for our exact car within 50 miles of us. And then we don’t wanna go to the dealer because we know more than the salesperson, the manager ever will. [00:32:26] Jay McBain: We know what we’re gonna pay within, you know, dollars or cents. Just carvana the car. Hand me the keys. Let’s just forget the whole eight hour back and forth. I’ll get you a deal thing. I’m smarter than you in technology. Our customers are smarter than us, smarter than salespeople. That’s why 75% of millennials don’t wanna talk to a salesperson. [00:32:48] Jay McBain: They want to end digitally, and by the way, they’re not gonna send a fax after 28 digital moments. They’re gonna end on a digital marketplace. This is all demographics. It’s not hard to see where it’s going, but we’re getting into names, faces, places again. What if every dollar of your tam, the board, the CEO, runs around with their big multi-billion dollar number, they’re chasing? [00:33:09] Jay McBain: What if every single deal looks the exact same? This is a deal with AstraZeneca, A real deal, real customer spending millions of dollars. We know it starts in October, it ends in April. It’s a six month cycle. We see what they read, the MQ ls at the beginning. We see the sales demo moments. We see ISV, but we’ve never had the light blue boxes. [00:33:30] Jay McBain: What if we as a team could overlay the 6.3 partners in this deal? And when you find out a couple things. Here’s where I end. In December, five deals were one, three of them by NTT. The person at NTT probably coaches AstraZeneca’s, you know, kids’ soccer team. They probably have a cottage together at the lake. [00:33:50] Jay McBain: For the last 20 years, if the person at NTT worked at Deloitte, Deloitte would’ve run this deal. But Software One and Yash are both there, so we understand that when they were drawing clouds up on the wall in the boardroom in December, this deal was won and lost there. It was not won and lost at the point of sale. [00:34:09] Jay McBain: So what if you knew more about this and could see every dollar in your tam? You had an early warning system that this was happening. Two things jump out at this now that we’re in Bellevue. AWS was touched twice in this deal, directly in the marketing cycle and the sales cycle. AWS lost this deal. Here’s an example of Microsoft winning a deal with Microsoft never being touched. [00:34:34] Jay McBain: For some reason, NTT who won, who won AWS’s partner of the year a couple years ago led with Microsoft, so did Software one, Microsoft’s biggest reseller in Europe, and as did Yash, they all led with Microsoft and without Microsoft, knowing Microsoft took a multimillion dollar deal away from their competitors by winning in December. [00:34:53] Jay McBain: That’s one. Second. These partners didn’t just show up other than soccer and cottages. They didn’t show up in December. It went closed one in their CRM system. Back in the summer, August, September, we already knew AstraZeneca was in market, spending millions of dollars. We didn’t need them to read an ebook or go to an event to find that out. [00:35:17] Jay McBain: We knew it because it was closed one. They’re spending hundreds of thousands of dollars times five in December to know what to do at the end. This is an early warning system that’s better than any MQL, better than any SQL. And if you could give your company these level of view into their pipeline with an early warning system that I can work with those partners for months before they ever show up at the customer’s boardroom. [00:35:44] Jay McBain: This is it. Talk about 47% winners. This takes you from not only surviving the AI era to being a top five platform winner. Thank you very much. [00:36:01] Vince Menzione: Until next time, we’ll see you in person. Hopefully at our next event.
You are constantly interrupted and leaving your most critical case management to the weekends. That is not the work-life balance you imagined for yourself. You can escape this reactive trap today by implementing Gary Miles' signature Triangle System. This is your concrete daily architecture that defends your productivity and schedule.Through intentional time management, strategic time blocking, and deep focused work, you have the power to stop playing defense against your inbox and start proactively driving your legal practice forward. This structural design ensures you maximize your billable hours during the normal workday without sacrificing your nights and weekends. As an elite attorney, you didn't sacrifice years to build a prestigious legal career just to spend your best hours reacting to everyone else's emergencies. Master this three-part system tomorrow morning, and you will reclaim complete ownership of your practice, your time, and your life.Plus, get access to this free diagnostic tool to help you identify your specific time drains and move from reactive chaos to purposeful strategy. https://upbeat-trailblazer-9238.kit.com/7c3c667ff1 Access the full Elite Lawyer's Productivity System https://www.garymiles.net/productivity Get the Values Alignment Guide https://upbeat-trailblazer-9238.kit.com/1604bbf4cb Take the Free Lawyer Assessment garymiles.net/the-free-lawyer-assessment Learn more about Breaking Free or order your copy https://www.garymiles.net/break-free Schedule a complimentary discovery call: https://calendly.com/garymiles-successcoach/one-one-discovery-call
In this episode, Cory Connors welcomes Dana Voges to discuss her remarkable journey from growing up visiting landfills on Take Your Kid to Work Day in Colorado, to leading reusable packaging innovation in Germany. Dana shares how SEA ME and their open pool system Zerooo are building a scalable, brand-agnostic reuse infrastructure for cosmetics and personal care — and what the rest of the world can learn from Germany's deposit return system.Key Topics Discussed:Dana's unique background: from Superfund site field trips and trash fashion shows to circular economy research at the Technical University of BerlinGermany's deposit return system (DRS) and why it works — and why the US lags behindWhat SEA ME is and how their reusable packaging model works for cosmetics and personal care productsThe Zerooo open pool system: a pay-per-use model that handles reverse logistics, washing, and redeployment for participating brandsThe origin of the Zerooo name and its triple infinity loop logoConsumer behavior as the hardest challenge in reuse systems — and how pre-fill models reduce frictionThe "chicken and egg" problem between retailers and brands, and how SEA ME is bringing both to the tableThe roller coaster analogy: why reuse systems require coordinating infrastructure, legislation, incentives, and behavior simultaneouslyHow parallel revenue from the SEA ME brand funded the system during early-stage high costsEconomies of scale: how wash costs for 10,000 bottles are nearly the same as for 1,000Aesthetics and wear: clever bottle design to prevent scuffing and maintain brand appearance across cyclesWhy metal containers present challenges for reuse: keepability, high upfront carbon footprint, visual inspection limitations, and consumer familiarityWhy glass and PET are the preferred materials for SEA ME's systemThe importance of integrating reuse systems with existing consumer habits (e.g., reusable bags, existing return infrastructure)SEA ME's current footprint: ~900 sale and return locations in Germany, with major European retail expansion underwayResources Mentioned:SEA MEZeroooEllen MacArthur Foundation Cradle to Cradle by Michael BraungartContact:Brands selling personal care, home care, wellness, or beauty products in PET bottles interested in joining the European Zerooo system can reach out to Dana Voges and the SEA ME team directly.Thank you for tuning in to Sustainable Packaging with Cory Connors!Support our Sponsors Learn more here:- 3M- Specright- Forest Connect with CoryConnect with Cory on LinkedIn here: https://www.linkedin.com/in/cory-connors/I'm here to help you make your packaging more sustainable! Reach out today and I'll get back to you asap. This podcast is an independent production and the podcast production is an original work of the author. All rights of ownership and reproduction are retained—copyright 2022.
In today's Cloud Wars Minute, I discuss how Workday's Extend platform is helping developers build faster while maintaining governance and trust. Highlights 00:03 — Earlier this week, Workday held its DevCon conference in Las Vegas. It was the biggest DevCon that Workday has ever had. They had 8,000 attendees, and of course, these days, the star of the show was new agentic capabilities that, in this case, Workday is pumping into its Workday Extend platform. 00:53 — This Developer Agent is being added to a number of new capabilities within the Extend platform, and I listened to this whole roundtable discussion, and a number of things jumped out. I just want to share some of the reactions with you because they give a sense of what's going on here among developers in the early stages of the AI revolution. 01:58 — One person called it a real game-changer, this Developer Agent, and she said, "What used to take me days, I can now do in about one hour." Another person said that, with Workday ensuring that all the guardrails around security, trust, and governance are there, "I can build now without losing any sleep every night." 03:08 — This person said actually hiring for software engineers here in the AI era is way up. I think what came across in this roundtable that Workday held at DevCon was the optimism that these folks showed. We're not only surviving the changes brought by AI, we're going to have chances to do more than we ever have before. 04:12 — Here they see that now the work, the time, the effort, the energy, the brain muscle that they are putting into their work is going to result in better output, more impact on the business, more capability, because the technology through these agents is both taking care of lower-level work and ensuring governance, trust, and security are wired in. Check out this press release outlining the major introductions at DevCon. Visit Cloud Wars for more.
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Karimah McFarlane.
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Karimah McFarlane.
In today's Cloud Wars Minute, I explore why OpenAI could soon rank among the world's biggest enterprise software companies. Highlights 00:03 — Early this year, OpenAI joined the Cloud Wars Top 10 in the number 10 spot. Because of the impact OpenAI has had, moving from the ChatGPT explosion three and a half years ago up to now, and their move very aggressively into the enterprise, they are a player of a major type with huge potential, both in what they're doing themselves and the partnerships they have. 01:07 — The biggest one turns out to be that right now the enterprise part of the OpenAI business is very soon going to be the biggest, and I think it is currently the fastest-growing part of OpenAI. Denise Dresser [Chief Revenue Officer, OpenAI] said that enterprise revenue at OpenAI is now 40% of total revenue, and by the end of this year it'll be 50%. 02:05 — OpenAI Enterprise has two million enterprise customers right now. A year ago, she said it was one million. They're not all giant companies and they're not all paying OpenAI a lot of money, but what they're doing is seeding the way for future opportunities and growth. OpenAI hinted that they're on about a $25 billion run rate. 03:04 — If OpenAI grows 60% this year, making that $25 billion run rate $40 billion, then 50% of that going to enterprise would be a $20 billion business at a fairly conservative guess. It could be closer to $25 billion, making them a bigger, faster-growing enterprise AI software player than Workday, Palantir, and ServiceNow. 04:33 — Customers see that there's a lot of potential in the technology that OpenAI has, but they also want to know if OpenAI has the capability to support it. Dresser said that by the end of this year, OpenAI plans to have 300,000 trained consultants for the OpenAI Enterprise business. Competition is great. It's going to make everybody better. Visit Cloud Wars for more.
First up, Joveo, the programmatic recruitment marketing platform, launched AI Talent Campaigns, an AI-powered talent sourcing and engagement solution designed to simplify how recruiters create and manage candidate outreach. With Joveo's AI Talent Campaigns, recruiters simply describe the ideal candidates for a role and the specific goals of the recruitment campaign, and Joveo's AI agents automatically generate the messaging, outreach plan, targeting, and follow-up sequences. https://hrtechfeed.com/joveo-introduces-ai-talent-campaigns/ CHANDLER, Ariz. — Vensure Employer Solutions, a leading provider of HR/HCM technology, managed services, and global business process outsourcing, announced the launch of Communication Hub, a unified, AI-powered workforce communication platform that enables businesses to deliver informed, connected, and engaged employee communications across every channel from a single system. https://hrtechfeed.com/vensure-employer-solutions-launches-ai-powered-employee-communication-platform/ Workday DevCon — Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for HR, finance, and IT, today unveiled new agentic capabilities in Workday Build, its platform for developers to build custom AI apps and agents that run on Workday. The new capabilities include Developer Agent, which lets developers build AI apps and agents in plain language from the agentic tools they already use; Agent-Ready Tools, which provide controlled guardrails for agents to access HR and finance data over Model Context Protocol (MCP); and Agent Passport, which gives agents digital stamps from trusted security and compliance vendors to verify they are safe to deploy. https://hrtechfeed.com/workday-launches-new-tools-for-developers-to-build-connect-and-verify-ai-agents/ ZipRecruiter® (NYSE: ZIP), a leading online employment marketplace, today added automated candidate outreach to its Resume Database. The new feature, called Smart Outreach, uses AI to turn a job description into a personalized message series sent to candidates. With a click, hiring teams can start conversations with candidates without manual follow-up or time wasted. https://hrtechfeed.com/ziprecruiter-launches-new-recruiter-outreach-automation/ Bullhorn, the global leader in software for the staffing and recruitment industry, announced a major expansion of Bullhorn Amplify at Engage Boston 2026, the company's flagship annual conference: Amplify Digital Workers, four new digital worker skills—Prospect, Verify, Audit and Transcribe—and Amplify Chat, a new conversational interface that lets users interact with their Bullhorn data using everyday language. https://hrtechfeed.com/bullhorn-unveils-amplify-digital-workers-at-engage-2026/ Learn more about your ad choices. Visit megaphone.fm/adchoices
For more thoughts, clips, and updates, follow Avetis Antaplyan on Instagram: https://www.instagram.com/avetisantaplyanIn this episode of The Tech Leader's Playbook, Avetis Antaplyan sits down with Bruce Cleveland, a venture capitalist, former CMO, Chief Executive Officer, engineering executive, author, and creator of the Market Engineering framework. Bruce has helped build and scale major technology companies including Oracle, Apple, Siebel, and C3 AI, and has invested early in companies such as Marketo, Workday, and Doximity before they became category-defining successes.The conversation explores what separates legendary technology leaders from average executives, why most startups misunderstand traction, and how market engineering can become the difference between burning capital and building enduring demand. Bruce shares behind-the-scenes lessons from working with leaders like Tom Siebel, why category creation requires naming and framing a problem, and how founders can create market appetite before pouring money into demand generation.Avetis and Bruce also discuss the future of AI, why expertise may become the ultimate moat, the rising importance of forward deployed engineers, and why product engineering alone is no longer enough. Bruce closes with insights from his books, including Traversing the Traction Gap and Market Engineering, offering founders and executives a practical roadmap for building markets that do not yet exist.TakeawaysLegendary companies rarely feel obvious while they are being built. Even inside Oracle's early days, the path forward was filled with uncertainty.Great leaders attract great talent by building a mission, culture, and problem worth committing to.Bruce's framework starts with naming and framing the problem so the market can understand, remember, and adopt the category.The best executives build deep networks that act like external sensors, helping them “see around corners.”Bruce invested early in companies like Marketo by focusing on business problems he understood before obvious market traction existed.Startups should not confuse product-market fit with market-product fit. The market must want what the product provides.In the AI era, expertise becomes more valuable because humans still provide judgment, context, accountability, and nuanced decision-making.Chapters00:00 Introduction to Bruce Cleveland01:02 Lessons from Oracle's Early Days03:50 What Great Founders and Leaders Still Get Right05:13 The Power and Difficulty of Category Creation10:22 Building a Category Without an Existing Brand13:33 Bruce's Three-Step Category Creation Framework18:30 Leadership Lessons from Tom Siebel24:13 What Separates Great Executives from Average Ones28:47 What Bruce Looks for as an Early-Stage Investor36:19 Market Engineering vs. Demand Engineering44:22 Testing Demand Before Overbuilding Product53:11 Why Expertise Is the Real Moat in the AI EraBruce Cleveland's Social Media Link:https://www.linkedin.com/in/brucecleveland/Bruce Cleveland's Website Link:https://www.tractiongappartners.com/Resources and Links:https://www.hireclout.comhttps://www.podcast.hireclout.comhttps://www.linkedin.com/in/hirefasthireright
Bruce Cleveland has operated at the center of several major shifts in enterprise technology: Oracle's early growth, the creation of enterprise CRM at Siebel Systems, the rise of SaaS through investments like Marketo and Workday, and now the restructuring of software markets through AI. This conversation focuses on a core idea behind those experiences: strong products alone rarely create market leaders. Cleveland argues that "product engineering is table stakes." The differentiator is what he calls market engineering: category design, positioning, messaging, storytelling, and thought leadership working together as a disciplined operating model led by the CEO, not just marketing. The discussion explores why companies struggle when they compete inside someone else's category, why distinctive language matters in gaining investor and customer attention, and why storytelling remains a strategic capability in technology businesses. Several practical themes emerge: Why category leaders capture a disproportionate share of market economics How positioning determines whether a company fits naturally into a customer's technology stack Why many firms waste capital on demand generation before establishing market relevance Which non-revenue signals executives should monitor before scaling go-to-market spending How AI is changing search, customer discovery, and software economics Why expertise and judgment remain valuable even as technical capabilities become easier to replicate Cleveland also explains why senior professionals should not underestimate the value of their experience in an AI-driven environment. His view is that the advantage increasingly comes from the ability to guide systems intelligently, not simply operate tools. For founders, executives, investors, and strategy leaders, this episode offers a practical framework for understanding how markets are defined, how companies earn durable differentiation, and why strategic narrative now matters as much as technology itself. Get Bruce's book, Market Engineering, here: https://tinyurl.com/4etpknu9 Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach Free gift #6 Get a copy of Nine Leaders in Action, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
To start the week, Salesforce announced results for its first quarter fiscal 2027 ended April 30, 2026. In other news, Workday and Google Cloud announced an expanded strategic partnership to bring AI agents for HR and finance closer to the people who need them, directly inside the applications they use every day. Building on connectivity related news, Procore announced the launch of its connected Common Data Environment (CDE). Finally, AvidXchange announced the launch of embedded AP payment automation within Acumatica, powered by AvidXchange's Accounts Payable as a Service solution.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
Host Paul Spain is joined by Sam Allen and Nick Walton, co-founders of NZ Boat Register, to explore how Kiwi innovation is improving marine visibility and asset tracking using AquaGPS, a Starlink-enabled GPS solution. The conversation also covers the latest in tech news, including:Game changing Nvidia chip coming to Windows laptops and PCsMSD Welfare decisions moving to AI Automated Decision-MakingNew Zealand's First Deepfake Porn ProsecutionOne New Zealand AI Trust Report (2026)New Zealand Government budget's impact on the tech sectorExperimental chip demo shows 1000x performance gainsSpecial thanks to our show partners: Fortinet, Workday, Spark New Zealand, One New Zealand, 2degrees, and Gorilla Technology.
Genre free show, you never know what your going to get from week to week.Catch the Midweek Workday Chill Mix Weds check @labr@ravenation.club for updated times.Everything #LABR can be found at https://labr.online Our Mastodon account: https://ravenation.club/@labr If you're on the go?https://www.radio-browser.info/usersDo A Search for LABR, & There You Are. Streaming 24/7 all the LABR Collective Members shows that you might've missed. And a few extra's in between.Enjoying this love we're spreading? Want to support LABR - Love a Brother Radio in spreading that love? Now you can.https://labr.online/donate Any little thing helps us feed the Keebler Elves to keep the wheels turning in the background. We're a 2 1/2 person operation. And a lot goes into making this work properly. With that said, we all thank you in advance for any support you lend. But most importantly. For your ears.
The pricing model that built the SaaS industry is being replaced in real time. Is your finance team ready for what it does to your core metrics? In episode #374, Ben Murray breaks down the four SaaS P&L metrics that break when per-seat pricing dies. Public tech leaders are already shifting fast. ServiceNow now drives 50% of net new business from non-seat-based pricing, Workday is reporting hundreds of millions in AI ARR, and GitHub is moving Copilot to usage-based billing. If you are a SaaS CFO or finance leader still modeling on a single blended gross margin, your benchmarks are about to stop working. Why the AI product gross margin sits around 52% and how a 30% revenue mix shift can compress your blended margin by 10 to 15 points How AI COGS scale directly with product usage, breaking the near-zero incremental cost assumption traditional SaaS finance was built on Why one blended LTV no longer works once you have heavy, medium, and light AI usage cohorts, and how to rebuild LTV to CAC by cohort How CAC payback period shifts when gross margin is no longer a single number across the customer base The new frameworks finance teams need to model hybrid subscription plus usage and outcome-based pricing before the board notices the margin compression Tune in to get ahead of the pricing shift before your next forecast and board deck go out. Resources Mentioned Ben's blog post on the SaaS pricing revolution: https://www.thesaascfo.com/saas-per-seat-pricing/ Ben's AI course for SaaS finance leaders: https://www.thesaasacademy.com/ai-finance-metrics-saas
One of the key things in any work we do is managing our time effectively. The first step is tracking how you spend that time and TIME LEDGER is a no-frills and effective solution to achieving that. The post A LEDGER FOR YOUR WORKDAY! appeared first on sound*bytes.
Grab your pastel shorts and a cold drink because Chad is broadcasting live from Portugal, celebrating his birthday alongside a local bar owner while Joel prepares for a milestone anniversary trip to Italy. In this high-energy, unfiltered episode of The Chad & Cheese Podcast, the boys take a sledgehammer to the current AI hype cycle, contrasting Workday's massive earnings and $500 million agentic AI run rate against the harsh reality of Microsoft and Uber scaling back their tech due to exploding compute costs. From Stepstone's new EU compliance push to Indeed's automated features, Chad drops a massive hot take on how over-engineered recruiting tools create dangerous compliance risks and automation bias. They tie up the loose ends of the global economy by breaking down everything from the historic Indy 500 finish and a comedic eulogy for Schlitz beer, to the Pope's latest tech warnings and the EU's pivot to renewable energy as a national security weapon. It is the perfect, loose, and brutally honest mix of global geopolitics, HR tech consolidation, and birthday banter that you absolutely cannot miss. Chapters 00:00 - Introduction and Personal Milestones 02:08 - Joel and Chad's Birthdays and Anniversaries 04:27 - Industry Conference Insights: Old Dogs vs. Disruptors 08:34 - Shoutouts and Personal Highlights 11:28 - Indy 500 Race Highlights and Experience 16:28 - Workday's Earnings and AI Investment 20:04 - AI Market Race: Google, OpenAI, and Industry Disruption 23:06 - Historical Perspective: Netscape and Microsoft's Browser War 27:39 - Top Tall's Acquisition Strategy and Market Position 30:02 - EU and US AI Regulations and Industry Impact 40:05 - AI's Cost Challenges and Economic Realities 44:23 - Public Perception and Future of AI 47:50 - Global Energy Transition and Geopolitical Implications 54:38 - US Dollar, Oil, and Global Power Dynamics 55:23 - Humorous Close and Birthday Wishes
The Shred is a weekly roundup of what's making headlines in the world of employment. The Shred is brought to you today by Jobcase.
In today's Cloud Wars Minute, I break down why Workday sees agentic AI as the key to defending its 80 million-user base. Highlights 00:02 — Workday co-founder Aneel Bhusri resumed his position as CEO. He wanted to help guide the company through the AI Revolution and help bring a solid knowledge of what's happening and how Workday as a company has to be able to innovate and create and get with the AI-native program as rapidly as possible. 00:45 — It's got to be able to move fast, and the margin for error is slight. The Q1 results, which came out last week, I think prove that Bhusri's got the company on the right track. Subscription revenue up 14.3%, almost $2.4 billion. Their total subscription revenue backlog was up 11% to over $27 billion. 01:23 — It's now got 80 million users under contract. Now, the good and the bad of that is those are 80 million users who are heavily dependent right now on yesterday's technology. So, the good thing for Workday is they've got these 80 million users, and Workday's got the first shot at converting them. 02:23 — Bhusri said, “In technology transitions — and I'm old enough to have lived through a few of them — you have to put that new technology front and center. It's got to be your absolute top priority in everything you do.” 03:38 — Bhusri said customers seem to want to have both open technology and the ability to use agents from lots of vendors, but they've also got to ensure that they've got the proper guardrails for compliance and legal compliance, and ensuring the privacy and safety of their customers. He also said it's really important for Workday to reinstitute and reinvigorate a startup mentality. 04:48 — So, Aneel Bhusri is one of the good guys in the tech industry. He's been around a long time. His return here, I called him back in February “the reluctant CEO,” because he was eager a few years ago to get out of the CEO role, but he knows now that with what's going on in the market and this vast change of technology brought forth by AI, he needed to be CEO. Visit Cloud Wars for more.
On this episode, Pete and Julie unpack the top 10 learnings and key takeaways from the recent Workday Innovation Summit for industry analysts in Napa, California. Each year, Workday gathers analysts for a peek behind the Workday curtain, its GTM, roadmap, customer stories, and big bets on what comes next for the ERP platform and its innovation, its customers, partners, and broader ecosystem. Connect with the show: LinkedIn: http://linkedin.com/company/hr-payroll-2-0 X: @HRPayroll2_0 X: @PeteTiliakos X: @JulieFer_HR BlueSky: https://bsky.app/profile/hrpayroll2o.bsky.social YouTube: https://www.youtube.com/@HRPAYROLL2_0 WRKDefined Podcast Network: https://wrkdefined.com/podcast/hr-payroll-20 Thank you to our marquee sponsors for powering the HR & Payroll 2.0 podcast forward! G-P ‘Globalization Partners': https://www.globalization-partners.com/ OneSource Virtual: https://hubs.ly/Q03YFNR90 Zoho: https://www.zoho.com/press.html Thank you to our ‘wizard behind the curtain' and show producer Ryan Kielma: https://www.linkedin.com/in/ryan-kielma/
Bonnie Tinder is the founder and CEO of Raven Intelligence, an independent B2B peer review site that amplifies the voice of the customer. She focuses on software customers, consulting partners, and software vendors and helps identify the best partners for their needs. In this episode, she and Bob Evans speak about Workday's accelerating AI transformation following its Innovation Summit. Bonnie offers a practitioner's perspective on how Workday is rethinking enterprise software around agentic AI, faster deployments, embedded governance, and a startup-like culture shift under returning leadership. Episode 59 | Workday's AI Reset The Big Themes: Workday's Startup Reboot: Bonnie Tinder's biggest observation was that Workday appears to be entering a new operational chapter defined by urgency, sharper execution, and a startup mindset. Rather than behaving like an incumbent defending market share, Workday seems to be restructuring around focused AI ownership and entrepreneurial velocity. Bonnie connected this directly to Aneel Bhusri's leadership style, comparing it to Steve Jobs returning to simplify Apple's priorities. No One Wants DIY Enterprise AI: A major theme was the rejection of the “build it yourself” narrative for enterprise core systems. Bonnie and Bob both strongly challenged the idea that enterprises will vibe-code their own payroll, financials, or HCM systems. The reason is simple: risk. Enterprise systems are compliance-heavy, operationally critical, and intolerant of failure. Bonnie's “you can't get payroll 90% correct” line perfectly captured the reality. CEO Leadership Is Non-Negotiable: AI transformation must be CEO-led. Bottom-up experimentation alone is unlikely to produce meaningful enterprise change. AI affects operating models, workflows, investment priorities, talent strategy, governance, and competitive differentiation. That requires executive sponsorship and strategic ownership. Bob argued that companies cannot approach AI using 2023 or 2024 decision frameworks. Instead, leadership teams must rethink vendor evaluation, operational transformation, and business outcome measurement. Bonnie reinforced that major transformation initiatives succeed when leadership drives adoption from the top. The Big Quote: “The real AI gold rush isn't in the models, it's really that unglamorous work of moving 30-year-old legacy systems to a point where agents can actually do something with the data.” More from Bonnie Tinder: Connect with Bonnie on LinkedIn. Visit Cloud Wars for more.
First, Workday announced results for the fiscal quarter ended April 30, 2026. Then, Sage announced financial results for the six months to March 31, 2026. In other news, Procore announced an expanded Procore AI experience, introducing a new suite of AI agents powered by embedded Datagrid Intelligence and built directly into Procore. Finally, ECI announced the launch of AI Assist for Davisware GlobalEdge all-in-one field service management system.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
“What's Buggin' You” segment for Wednesday 5-27-26
In today's episode, Mary sits down with Aine Lyons, Senior Vice President & Deputy General Counsel and Chief Strategy Officer at Workday, to talk about what it actually takes to build a modern legal department. They cover why Aine deliberately designed Workday's function without a traditional legal ops silo, what it means to reskill every lawyer in the department, and why guardrails and governance matter just as much as the agents you're building on top of them. This episode is presented by Workday ~~~ Thank you to our sponsors for making this show possible. Wordsmith.ai Brightflag ~~~ Join Mary's Substack Community Follow Mary on LinkedIn Rate and review on Apple Podcasts
The 2026 NZ Hi-Tech Awards highlight a sector reaching new heights in innovation, global growth, and impact, celebrating the organisations and individuals driving New Zealand's tech success story. In this special episode, host Paul Spain speaks with several of this year's standout winners. Hear from Dr Yoram Benit, CEO of Tait Communications, named NZ Hi-Tech Company of the Year, and Matty Blomfield, co-founder and CEO of Hectre, winner of both the NZTE Most Innovative Hi-Tech Agritech Solution and the Greenmount and Poutama Trust Māori Hi-Tech Company of the Year. We also recognise Vaughan Fergusson's contribution to the industry as this year's Flying Kiwi, alongside insights from Jock Richardson and Peter Tait of TCS, winners of the Kiwibank Most Innovative Hi-Tech Solution for a More Sustainable Future. Plus, Arash Tayebi and Noreen Wilson of Kara Technologies share their journey after taking out the 2040 Ventures Hi-Tech Startup Company of the Year. With tech now contributing $24 billion to New Zealand's economy, this episode explores the momentum behind the sector's growth and what's next.Thanks to our partners: One NZ, Workday, 2degrees, Spark, Fortinet, and Gorilla Technology.
Carl Quintanilla, Leslie Picker and Michael Santoli discussed market momentum: The Dow hitting a fresh record high, the S&P 500 on track for an 8-week win streak for the first time since 2023. Which names are riding the rally — and which ones are missing out? AMD shares rose after CEO Lisa Su announced the company's plans to ramp up chip production in Taiwan. The anchors explored a new era at the Fed ahead of Kevin Warsh being sworn in as head of the central bank by President Trump. SpaceX IPO watch: Two banks set to benefit from the massive offering — while Elon Musk marches toward trillionaire status. Also in focus: Workday jumps, Take-Two slumps, gasoline prices at 4-year highs heading into the holiday weekend. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Alex Coffey walks us through Workday's (WDAY) earnings, pointing to the software company's margins as the big standout. He says guidance leans conservative but stable, offering room for shares to rally. Alex also highlights how Workday is navigating the AI evolution. Alex Coffey walks us through Workday's (WDAY) earnings, pointing to the software company's margins as the big standout. He says guidance leans conservative but stable, offering room for shares to rally. Alex also highlights how Workday is navigating the AI evolution.
Genre free show, you never know what your going to get from week to week.Catch the Midweek Workday Chill Mix Weds check @labr@ravenation.club for updated times.Everything #LABR can be found at https://labr.online Our Mastodon account: https://ravenation.club/@labr If you're on the go?https://www.radio-browser.info/usersDo A Search for LABR, & There You Are. Streaming 24/7 all the LABR Collective Members shows that you might've missed. And a few extra's in between.Enjoying this love we're spreading? Want to support LABR - Love a Brother Radio in spreading that love? Now you can.https://labr.online/donate Any little thing helps us feed the Keebler Elves to keep the wheels turning in the background. We're a 2 1/2 person operation. And a lot goes into making this work properly. With that said, we all thank you in advance for any support you lend. But most importantly. For your ears.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über das Rekordhoch von Arm Holdings, den spannenden KI-Vorstoß von Spotify und den Kurseinbruch bei Intuit. Außerdem geht es um Walmart, Ralph Lauren, IBM, Workday, Merck, Airbus, Air France-KLM, Munich Re, Swiss Re, Ströer, OHB, Rocket Lab, Viavi Solutions, Vodafone, Ericsson, Microsoft, MACOM, Nvidia, AMD, IonQ, JPMorgan Chase, Deutsche Bank, Scalable Capital, Trade Republic, BBVA, Crédit Agricole, Novo Nordisk. Hört unter diesem Link direkt in die neuen Folgen des Politico-Podcasts rein: https://open.spotify.com/show/7LDG3PPA0NnCbNWbQy45up Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Michael Kantrowitz of Piper Sandler assesses the broader market backdrop and where leadership may emerge next. Retail earnings stay in focus: Chris Horvers of JPMorgan explains what recent reports reveal about the consumer and spending trends across the economy. Workday, Zoom, Deckers, Ross Stores and Take-Two Interactive all add fresh signals across software, retail and gaming. Our Kate Rooney reports on the next big private market story involving OpenAI while Alex Kantrowitz discusses AI policy, IPO dynamics and the latest developments across the sector. Ashok Bhatia of Neuberger Berman examines whether the debt fueling the AI boom could become a problem for bond markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Workday (WDAY) shareholders have experienced a tough year, with the stock now more than 50% below its 52-week high. Rick Ducat highlights key support and resistance areas to watch in the stock chart to point out spots where bulls can regain momentum. He later turns to an example options trade for Workday.
Are your AI agents truly safe to deploy at scale? In this episode, two founders come together to tackle one of the most urgent questions for every AI startup and enterprise today: how do you build AI systems you can actually trust? Hosted by Preethy Padmanabhan and the 10x Growth Strategies community, this panel brings together Tatyana Mamut (WayFound) and Prukalpa Sankar (Atlan) - two founders redefining how enterprises govern, monitor, and scale AI responsibly. In this episode, we discuss: How supervisor/guardian agents help enterprises reach 3-nines and 5-nines reliability Real-world example: a customer service AI agent secretly offering refunds with perfect guardrails in place Why sampling logs isn't enough and why 100% monitoring is now a legal requirement How the OpenAI and Workday lawsuits are reshaping enterprise AI accountability How to architect AI-ready data systems with lineage, traceability, and explainability built in How enterprises across the US, Germany, and Australia are navigating evolving AI regulation Hybrid deterministic + AI system design for production-grade agents Whether you're an entrepreneur, a corporate executive, or a venture capital investor evaluating AI startup opportunities - this conversation on 10x growth, scaling up, and responsible AI is unmissable. 10X Growth Strategies is a community co-founded by Preethy Padmanabhan, built to bring together founders, investors, and executives for meaningful connection and growth. With thousands of members across LinkedIn, Luma, and Partiful, the community hosts monthly events on timely topics in tech, AI, and entrepreneurship. Chapters 0:00 - 3:32 - Introduction 3:32 - 7:59 - Understanding Enterprise Trust in AI 7:59 - 13:47 - Legal Challenges and Compliance in AI 13:47 - 19:00 - Architecting AI systems for Compliance 19:00 - 21:52 - Benefits of Working with this New Technology 21:25 - 25:21 - Proactive vs Reactive Compliance Strategies 25:21 - 41:35 - Audience Interactions 41:35 - 44:04 - What is your Leadership Principle? Connect: Website: https://grow10x.podbean.com/ Luma: https://lu.ma/10xgrowthstrategies
In ERP news this week, Epicor held their annual conference, Epicor Insights, in Nashville, Tennessee. In other major industry announcements, SAP introduced the Autonomous Enterprise to help enhance the world's most critical business workflows, so that humans and AI work together to meet global business demands. Next, Workday announced that the Sana Self-Service Agent is now available in Microsoft 365 Copilot. Finally, in further AI news, OneStream announced at the OneStream Splash User Conference the general availability of SensibleAI™ Agents, pre-built agents that operate natively on the OneStream platform and are integrated into Microsoft Office 356 suite, for reporting, financial analysis, and informational search.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
Most athletes think their problem is confidence, discipline, focus, or mindset. So they try positive thinking. Visualization. Motivation. Meditation. More work. More pressure. And sometimes it helps… For a little while. Then the same fear, tension, self-doubt, overthinking, and self-sabotaging habits come right back. Why? Because those patterns were never random. They were built years ago to protect you. In Day 2 of The Dominance Blueprint, I break down why traditional mindset work often fails athletes, and why trying to "fight" your negative thoughts and emotions usually makes them stronger. You'll learn: Why pressure-filled habits become wired into your system How fear of failure and disapproval shape performance Why self-criticism becomes addictive The hidden connection between childhood pressure and present-day performance anxiety Why your bad habits aren't "bad", they're protective The real reason athletes start hating the sport they once loved This episode will completely change the way you look at confidence, mindset, and self-mastery. And tomorrow, we'll talk about what actually works.
Join Host Paul Spain and Bill Bennett, tech and telecommunications journalist, for a wide-ranging discussion on the latest tech news from New Zealand and beyond, including:Car-sharing startup Mevo goes into liquidationRural connectivity funding reportMobile Network Outages and ResiliencyHydrogen-fuelled vehicles in New ZealandChrome's Silent AI DownloadAI backlash at US university graduationsApple's privacy moves to auto-delete Siri/AI conversationsIntel Core Ultra Series 3A big thank you to our show partners One NZ, Spark, Workday, 2degrees, Fortinet and Gorilla Technology.
Narrow market leadership is becoming a growing risk for investors heading into the summer months. While the S&P 500 continues pushing near record highs, a small group of mega-cap technology stocks is carrying most of the market higher as broader participation weakens beneath the surface. Lance Roberts breaks down why concentrated leadership matters, what history says about narrow rallies, and why stretched momentum in semiconductors, AI, and mega-cap growth stocks could leave markets vulnerable to sharper volatility ahead. We'll review the widening gap between cap-weighted and equal-weight indexes, weakening sector participation, and the growing importance of risk management as markets move further above long-term trends. Here's a topical rundown of today's show: 0:00 - INTRO 0:54 - Strong Earnings Season Continues - Nvidia Prelude 6:01 - Markets Complete 7th Week of Gains 12:01 - Bring Your Kid to Work Day 12:54 - Signs of Market Risk Ahead 15:30 - Market Breadth Has Been Worrisome 17:17 - Market Weighting is Important 19:51 - Narrow Market Leadership History 21:44 - Negative Market Should Be Expected 22:35 - Factors of Risk 24:22 - When Correction Comes... 26:47 - Six Actions You Can Take Now 32:17 - Warren Buffett's Cash 35:24 - The Buffett Indicator: Warren's Calling for a Crash? 36:57 - Two Readings that Matter 41:45 - Why Do You Own Berkshire-Hathaway 43:41 - What Would Warren Buffett Buy (WWWBB)? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "Market Leadership Is Narrow, Increasing Summer Risk" https://realinvestmentadvice.com/resources/blog/leadership-is-narrow-increasing-market-risk-into-summer/ "Buffett Cash Hoard: Why $397 Billion Sits On The Sidelines" https://realinvestmentadvice.com/resources/blog/buffett-cash-hoard-why-373-billion-sits-on-the-sidelines/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ajQHux6HT7k ------- Watch today's "Before the Bell" feature, "Momentum Meets Gravity," here: https://youtu.be/-HT6wtmOzjw ------- Watch our previous show, "What Your Advisor Should Really Do" https://youtube.com/live/HXafEWQMFuI?feature=share ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS -------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketCorrection #Investing #SP500 #MarketOutlook #WarrenBuffett #BerkshireHathaway #MarketRisk #TechnologyStocks #FederalReserve
This week, Jess and Kelly are keeping it real — catching up on new studio setups, a deep dive into AI tools (Claude vs. ChatGPT, anyone?), Take Your Child to Work Day, navigating loss while hosting family, and the eternal question: what's for dinner? It's a full-life conversation about the juggle, the joy, and everything in between. What We Talk About in This Episode Studio refresh — both Jess and Kelly redesigned their workspaces and why environment matters more than we think AI tool breakdown — how Kelly used Claude to redesign her room (and why it worked better than ChatGPT), plus Jess and Kelly's honest take on when to use which AI Take Your Child to Work Day — Jess brought Gio to her therapy practice, complete with a Claude-generated workbook, a case study, and a dress code Why letting your kids see you work matters — modeling a career and identity beyond parenthood Kelly's father-in-law passed away — navigating grief, hosting family, and finding grace in the hard moments The Four Agreements and letting go of managing other people's behavior Meal planning (or the lack thereof) — crock pot meals, Costco runs, frozen shortcuts, and why defrosting things is the bane of our existence Kelly's birthday wish: a full week off from dinner duty The May Freebie — the Real Over Perfect Weekly Check-In is available now! Free Download Mentioned in This Episode The Real Over Perfect Weekly Check-In — Five questions to come back to every single week. Check in with who you actually are right now, not who you think you should be or who everyone else needs you to be. Screenshot it, save it, and make it part of your Sunday routine. Free when you sign up for the newsletter. Get it here: chasingbrighter.com/newsletter Connect With Us Website: chasingbrighter.com Instagram & TikTok: @ChasingBrighter Newsletter: chasingbrighter.com/newsletter Chasing Brighter podcast, Super Woman Diaries, Jessica Colarco, women podcast, real over perfect, May podcast episodes, identity and expectations, AI tools for women, Claude AI, ChatGPT, AI home design, workspace refresh, home office redesign, take your child to work day, modeling work for kids, children and career, women and identity, grief and family, loss and hosting, navigating death in the family, the four agreements, not taking things personally, meal planning for busy moms, crock pot meals, family dinner ideas, weekly meal prep, Costco meals, frozen meal shortcuts, cooking for a big family, women juggling everything, motherhood and career, birthday week off cooking, weekly check-in, real over perfect weekly check-in, free wellness download, women's lifestyle podcast, chasingbrighter.com
Grab your favorite beverage for a special, highly opinionated "just us girls" episode of the podcast, featuring Joel Cheesman and Maureen “Moe” Clough taking the mic without the rest of the usual crew. This week, the duo delivers a light-hearted yet deeply substantive look into the massive worker backlash against artificial intelligence and the brutal realities of today's hiring market. The hosts kick things off with quick hits covering a disastrous, heavily booed commencement speech at the University of Central Florida and a surprising take on the narrative depth of The Devil Wears Prada 2. From there, the conversation tackles major industry shifts as massive job platforms like Upwork and ZipRecruiter face severe financial softening, sparking a debate on whether automation is permanently consuming traditional contractor roles. The gloves come off as they dissect a bold claim from Andreessen Horowitz labeling legacy HR software giants like Workday a "cartel," while analyzing how defensive tech acquisitions—such as Ashby buying Talent Llama—signal a broader software-as-a-service apocalypse. Moe offers her expertise on age discrimination, discussing a lawsuit against Bloomberg Industry Group. The discussion moves to the backlash against automated hiring tools and LinkedIn's new paid consultation feature. Finally, there is a disagreement over Google's new Gemini-powered smart glasses. Chapters 00:00 - Introduction to the Podcast and Hosts 01:35 - Current Events and AI's Impact 05:30 - AI and the Youth Perspective 10:01 - Data Centers and Community Impact16:31Industry News: Upwork, ZipRecruiter, and Workday 19:59 - The Future of Work and AI's Role 22:00 - The SaaS Cartel and Its Challenges 25:02 - Age Discrimination in the Workplace 34:56 - AI's Role in Hiring and Recruitment 42:21 - The Rapid Evolution of AI in Hiring 45:04 - LinkedIn's New Monetization Features 52:51 - The Controversy of Smart Glasses 01:03:01 - The Inevitable Rise of Smart Technology
Jerry Seinfeld and Larry David's top four favorite episodes. Trial of the Fed Ex driver who kidnapped and murdered seven-year-old girl. Dog bite. A beaver attacks people. Bring your boner to work day. JLR has a doctor's appointment next week. Krystle and Charlie never had chicken pox.
Still no sex for JLR. Is Duji trying to be the "cool mom?" How does Rover want the condo building to rectify the situation of using his private residence? The case of Chandra Levy. Chandra Levy's parents believe her murder was linked to "UFO's." On Jimmy Kimmel Live, Goldie Hawn talks about her interaction with aliens. Duji thinks Rover would love Costco. A study says foot traffic in Costco has increased significantly in the past 6 years. Duji will bag her own groceries. Plane lands too soon and a truck on the highway is hit. Cereal toys. Pilot starts crying during his last announcement with Spirit Airlines. Rover would storm the cockpit if he heard his pilot crying. Charlie would annoy adults on purpose. Woman drives her car on the sidewalk after a child on a bike. Jerry Seinfeld and Larry David's top four favorite episodes. Trial of the Fed Ex driver who kidnapped and murdered seven-year-old girl. Dog bite. A beaver attacks people. Bring your boner to work day. JLR has a doctor's appointment next week. Krystle and Charlie never had chicken pox.
Still no sex for JLR. Is Duji trying to be the "cool mom?" How does Rover want the condo building to rectify the situation of using his private residence? The case of Chandra Levy. Chandra Levy's parents believe her murder was linked to "UFO's." On Jimmy Kimmel Live, Goldie Hawn talks about her interaction with aliens. Duji thinks Rover would love Costco. A study says foot traffic in Costco has increased significantly in the past 6 years. Duji will bag her own groceries. Plane lands too soon and a truck on the highway is hit. Cereal toys. Pilot starts crying during his last announcement with Spirit Airlines. Rover would storm the cockpit if he heard his pilot crying. Charlie would annoy adults on purpose. Woman drives her car on the sidewalk after a child on a bike. Jerry Seinfeld and Larry David's top four favorite episodes. Trial of the Fed Ex driver who kidnapped and murdered seven-year-old girl. Dog bite. A beaver attacks people. Bring your boner to work day. JLR has a doctor's appointment next week. Krystle and Charlie never had chicken pox. See omnystudio.com/listener for privacy information.
Jerry Seinfeld and Larry David's top four favorite episodes. Trial of the Fed Ex driver who kidnapped and murdered seven-year-old girl. Dog bite. A beaver attacks people. Bring your boner to work day. JLR has a doctor's appointment next week. Krystle and Charlie never had chicken pox. See omnystudio.com/listener for privacy information.
At the end of the day, a small physical therapy clinic settles into a familiar rhythm. The last patients leave, the rooms empty out, and it's usually just a couple of people finishing up before locking the doors.That's when things started to feel… off.At first, it was easy to dismiss. A sound that didn't quite match where anyone was. A moment that didn't line up with what should have been happening. The kind of thing you notice, then move past.But over time, those moments didn't stay small. And one day, right as everything was winding down, it all seemed to pick up at once—moving through the clinic in a way neither of them could track or explain.By the time they were ready to leave, it no longer felt like the building had simply gone quiet for the day. It felt like something else had been waiting for it to.#RealGhostStories #HauntedWorkplace #AfterClosing #ParanormalExperience #GhostEncounter #UnexplainedSounds #HauntedClinic #SomethingWasThere #EndOfDay #TrueGhostStoryLove real ghost stories? Want even more?Become a supporter and unlock exclusive extras, ad-free episodes, and advanced access: