Next in Tech
Define your digital roadmap. Weekly podcasts featuring specialists from across the S&P Global Market Intelligence research team offer deep insights into what’s new and what’s next in technology, industries and companies as they design and implement digital infrastructure. To learn more, visit: https://www.spglobal.com/marketintelligence/en/topics/tmt-news-insights
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Putting Agents To Work
03/25/2026
Putting Agents To Work
We’re well underway in the integration of agents into various enterprise workflows, but there are many questions about where and how they can be used effectively. Emily Jasper and Sheryl Kingstone return to the podcast to discuss their recent research and upcoming webinar with host Eric Hanselman. Much has been made of claims that agents are going to replace SaaS applications, particularly in applications like CRM, but that relies on a fundamental misunderstanding of where their value lies. CRM systems are the repositories of crucial enterprise data and agents can help to deliver on many of their unfulfilled promises. Many systems have More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guests: , Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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The RSAC Conference – Agents on The Loose
03/18/2026
The RSAC Conference – Agents on The Loose
The RSAC Conference, a major cybersecurity gathering in the spring, is coming up and the impacts of agents will be on full display. Scott Crawford, Brenon Daly, and Dan Kennedy join host Eric Hanselman to explore their expectations and look at what’s been taking place in both the marketplace, investments and M&A activity. Agents are automating tasks, not jobs, and there are a great set of use cases, but they’re not a panacea. There will be disruption, but it will be in specific areas, rather than a universal replacement of existing tooling. Are we industrializing the automated creation of software? Will agents really replace SaaS applications? We’re clearly in the early days, but these questions are causing massive market shifts. A better question is how agentic interactions will change how we interact with the applications that drive businesses today. Join the team at RSAC and get all the details we didn’t have time to cover. The annual 451 Research breakfast will be on, as always, so you can meet the team in person. More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guests: , Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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CEO Series: Wildfire Risk with Bryan Spear
03/10/2026
CEO Series: Wildfire Risk with Bryan Spear
Wildfires have grabbed the headlines recently and AI is being put to work to assess risk aid strategic planning in reducing events. The next in our CEO series brings Bryan Spear, the CEO of Technosylva, in to talk with host Eric Hanselman about not only wildfire, but also the ways in which AI can address flood and extreme weather risks, as well. There are interesting commonalities in the datasets that are used and AI has helped them to pivot into new areas as they dig deeper into what, in many cases, was data they already had. Their computational requirements have driven them to invest in a dedicated compute environment. They’re running analyses on scale where they can keep utilization high enough that the costs make sense. It’s a calculus that many enterprises are making as they trade off the convenience of cloud with the predictable costs of owning one’s own infrastructure. More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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CEO Series: Agents and Context with Douwe Kiela
03/03/2026
CEO Series: Agents and Context with Douwe Kiela
We continue our CEO series with Douwe Kiela, the CEO of Contextual AI, who is addressing the challenges of building effective agentic applications. The shift to agentic amplifies the need for enterprises to improve their data management capabilities and infrastructure scaling. The best models won’t perform well, if there isn’t well built context to support them. Much like people, if there’s not enough of the right information, decision making is going to suffer. There’s an evolution from the prompt engineering needed to generate better results from LLM’s, to the context engineering that crafts the right data to feed agents. This is an area where agents can also help to tackle the data quality problem that many enterprises face. Standing the old computing paradigm on its head, effective agentic applications ought to take garbage in and put information out. Well built agentic architectures can understand data characteristics and not only evaluate its quality, but also classify it and apply the appropriate security controls to its use. The scope and scale of agentic potential demands much greater thought to achieve its full value. We need only look to the recent Open Claw project to see both the up and downsides. More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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CEO Series: AI and Supply Chains with Francisco Martin-Rayo
02/24/2026
CEO Series: AI and Supply Chains with Francisco Martin-Rayo
The next in our series of discussions with CEO’s of companies that are putting AI to work has Fransico Martin-Rayo of Helios discussing the agricultural supply chain with host Eric Hanselman. Helios is leveraging AI to generate insights in the complex dynamics of food production and sourcing at a dramatically finer level of granularity. AI not only enables more complex analysis but also allows customized delivery of the results. Shifting interfaces from legacy dashboards and static reports to queryable constructs lets users explore the analyses in ways that better fit their needs. AI can deliver custom insights at scale in ways that weren’t possible with traditional application interfaces. One of the principal shifts accelerating AI, is the availability of better data. Helios integrates massive weather data sets with market history and global events to generate forecasts. While the volumes of data are growing it’s seen significant reductions in the cost per token in their infrastructure. Improving efficiency can expand the depth of analysis, as well as the frequency of forecast updates. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guest: , CEO and Co-Founder of Helios Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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CEO Series Kick Off: AI and Energy Markets with Sean Kelly
02/17/2026
CEO Series Kick Off: AI and Energy Markets with Sean Kelly
We’re kicking off a new series of discussions with CEO’s of companies that are putting AI to work to tackle complex problems. Sean Kelly of Amperon joins host Eric Hanselman to dig into how they’re using AI for energy grid forecasting. The combination of weather, changes in generation capacity with renewables, and now increased data center demand is making forecasting a critical requirement for grid stability, as well as energy trading. While this might have been a problem that could be tackled with spreadsheets back in the day, scope and scale of the problem has grown to a size that is outstripping traditional methods. AI-based approaches can scale, but there are challenges with managing the size of the datasets being used and the computational costs that some models demand. Effective integration of AI into complex problem solving demands not only a deep understanding of the problem space, but also innovation in sourcing data and scaling its applications. The payoff can be much faster results with greater perspective depth. But that requires investment in automation and careful engineering to get there. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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AI Data
02/10/2026
AI Data
There are such significant changes going on in how data is managed and in how AI manages data, that it’s not always clear which requirements are driving which trends. Jim Curtis returns to look data highlights from AWS re:Invent and to identify important changes that are taking place. FinOps and broader cloud cost management efforts are leading providers to offer tools and programs to corral spending. AWS has introduced database savings plans to provide discounts in much the same way they’ve done with other services as they look to foster platform commitment. AWS is also expanding its platform capabilities for AI development, with AWS SageMaker integrating additional tools to simplify the creation and deployment of AI solutions. The intersection of databases, cloud computing, and artificial intelligence is creating more focus on vectorization. It’s fueled the evolution of search capabilities, which offers a more semantically rich and efficient way to organize and retrieve data compared to traditional methods. AWS S3 now has vector support, taking the venerable object store into AI-capable territory. AI is revitalizing established technologies and compelling cloud providers to deliver more integrated and tailored services. More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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The NRF Conference
02/03/2026
The NRF Conference
The National Retail Federation’s annual NRF conference has become a showplace for the latest technology, as well its core retail foundations. Sheryl Kingstone returns to discuss what was on display and how it will impact retail and the larger tech landscape with host Eric Hanselman. While we may be a ways off from having robot dogs retrieving shoes at your local mall store, automation and agentic applications are delivering significant value in customer interactions - $22 billion in the recent 451 Research study. The days of clunky chatbot interfaces seem to be well and truly behind us. One the greater challenges in scaling agentic applications is maintaining consumer trust as applications and use cases grow. Part of that trust will depend on effectively managing fleets of agents. In order to scale, organizations have to develop an AI agent control plane that can manage memory, maintain context and guide agent actions. Regulatory requirements are in their early stages, but enterprises have to focus on controls that will ensure they can maintain customer trust as matter of basic business operations. More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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Agentic AI Use Cases
01/28/2026
Agentic AI Use Cases
The choice of use cases in AI has a significant impact on achieving on project outcomes. The latest results of the 451 Research Voice of the Enterprise AI use cases study are out and Alex Johnston joins host Eric Hanselman to explore the data and its implications. The study highlights a widespread, yet often unstructured and fragmented, adoption of AI within organizations, indicating a stall in overall maturity despite significant growth in usage. Key challenges include a clogged project pipeline, where many initiatives remain in limited deployment, and difficulties in consistently measuring return on investment (ROI), although most projects are seen as delivering value. Organizations achieving better outcomes prioritize strong governance, consistent measurement, and "human-in-the-loop" applications, rather than attempting immediate full autonomy. There are major concerns around data quality, rising costs, and a lack of centralized control stemming from the diverse sourcing of AI capabilities and varied user proficiency. Cost concerns are driving organizations towards More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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A Wild Earnings Season
01/16/2026
A Wild Earnings Season
We’re just out of the recent earnings season and we’ve seen a wild range of results and some interesting implications. Melissa Otto CFA, head of S&P Global’s Visible Alpha research team, returns to discuss what that markets have been saying and what she makes of the data with host Eric Hanselman. Macroeconomic effects are having some impact, as consumer sentiment diverges across the top and the bottom of the economy. In technology, there are mixed feelings about AI as the hunt continues for use cases with decisive revenue returns. The hyperscalers are continuing to invest capital at staggering rates and, so far, the markets have mostly approved. AI supply chain companies, like NVIDIA, are generally moving forward with solid results. The larger question is where is the AI boom headed. There are constraints not only in supply chains for data centers, but also in energy supply. Agentic AI has a lot of promise, but needs to prove out its value and earn trust, as providers look to improve efficiency with more targeted silicon, like ASICs, to stand up alongside the forests of GPU’s being deployed. As investors hunt for improved returns, they may be rotating to international opportunities and small cap companies that might be able to see faster returns from AI deployments. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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The Agentic Enterprise
01/13/2026
The Agentic Enterprise
For the 250th episode, we’re looking a bit further forward to explore what enterprises should be thinking about as they look to put agentic capabilities to work. Melissa Incera, Alex Johnston and Sheryl Kingstone return to discuss the challenges and potential with host Eric Hanselman. As AI agents evolve beyond simple chatbots in customer experience and business operations, enterprises have to adapt both their infrastructure and data management capabilities to benefit from agentic potential. Automation is great, but getting to fully autonomous operations requires building more trust than exists today for most. In fact, 451 Research Voice of the Enterprise study results show that those who show a healthy skepticism about agent capabilities are the most successful in achieving their AI project goals. Agents are making big step forward in establishing continuity in processes by adding memory to AI model interactions. At the same time, concerns about cost are bringing up the need for the same types of visibility and control that’s being used with FinOps efforts in cloud. All of this is taking place in an evolving regulatory landscape where the need for a balanced approach between innovation and safety is guiding the best outcomes. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guests: , , Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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AWS re:Invent conference
12/23/2025
AWS re:Invent conference
This year’s AWS re:Inforce conference was larger and fueled by greater agentic capabilities. Part of the 451 Research team that was at the conference, Henry Baltazar, Scott Crawford, William Fellows and Melanie Posey, join host Eric Hanselman to explore the announcements and progress that’s been made in expanding agentic capabilities and much more. As an incumbent infrastructure provider, AWS is looking to the top of the infrastructure stack to secure their advantage. A suite of developer tools, including the Kiro IDE, are looking to make the creation and operation of agents simpler. There was progress in FinOps, with greater cost transparency and support for partner opportunities in helping customers manage their cloud spend. There was also a more enthusiastic embrace of multicloud environments, with the introduction of AWS Interconnect, a service that provides easy and scalable interconnection with other cloud providers, with Google being the first and Microsoft Azure said to be in the works. 451 Research’s Voice of the Enterprise (VotE) data shows dramatic increases in data migration volumes, making interconnection performance more critical. With the holidays in full swing, how many Mariah Carey song title references can you spot in this episode? More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guests: , , , Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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SC25 Supercomputing Conference
12/16/2025
SC25 Supercomputing Conference
Supercomputing has shifted from an esoteric and exotic part of technology to much more mainstream, mostly driven by AI. The massive amounts of computational power that once were reserved for the largest of computing problems in high performance computing (HPC), like weather and seismic analysis, are now commonplace in the world of AI. Analyst Gabriella Brown returns to talk about complex computing problems, quantum computing and photonics with host Eric Hanselman. SC25 has grown to over 16,000 attendees and almost 600 exhibitors, enough to sprawl across St. Louis’ Americas Center and into its football stadium. As they mature, the next step in enterprise adoption is working out how all of these will work together. AI is tackling many problems, but quantum could address a whole different class of computing questions. Quantum computing is scaling up and moving closer to becoming a key part of an everyday computing portfolio. Techniques like quantum annealing are finding practical applications today while pure-play quantum approaches are increasing the density and stability of their computing capabilities as they push for quantum advantage, the point at which they’re doing things that classical computers can’t. New areas like photonic computing were also on display at SC25, as well as all of the supporting infrastructure to power, house and cool HPC installations. As AI clusters head toward gigawatt power dissipation, they require specialized support. More S&P Global Content: For S&P Global subscribers: Credits Host/Author: Guests: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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Security and Observability
12/09/2025
Security and Observability
The worlds of IT security and operations are being pulled together and AI is a catalyst that’s making it happen. The focus on observability that’s been part of the DevOps movement, is playing an important role in improving security effectiveness and Scott Crawford, Mark Ehr and Mike Fratto return to look at how this is happening with host Eric Hanselman. Security teams have always wrestled with making effective use of telemetry data from the infrastructure and applications they are securing. Correlating data from just the security tooling is hard enough, let alone adding operational data to the mix. Security Information and Event Management (SIEM) systems came into existence many years ago specifically to address this problem, but they were complex to configure and operate and needed tending to stay accurate. The volumes of data coming from observability initiatives was promising, but new approaches were required and AI and ML have been key to unlocking that value. Once again, we’ve hit an opportunity where it’s all about the data and getting it to where it can be put to work. The Open Telemetry project simplified data interchange, but the question remained as to where all of this data had to live. It’s not practical to get all of the data in one place, but data fabrics and federation can manage access effectively. Better correlation opens the door to many possibilities, including building a single source of truth for IT assets. There’s a lot of benefit to bringing security and operations together. More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guests: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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Context Engineering
12/02/2025
Context Engineering
As organizations have worked to leverage the power of AI in interacting with large language models, they’ve invested in prompt engineering to generate better results. But agents shift the need manage the full context of not only the prompt, but also the data that’s being presented. Analysts Jean Atelsek and Alex Johnston return to the podcast to look at the new discipline of context engineering and how it’s being put to work in AI environments with host Eric Hanselman. The process of context engineering looks at ensuring that the right data context is in place for agents to act on. It requires a shift from thinking that more data is necessarily better and understanding to getting the right data is the best insurance against agents picking up bad habits. We’ve come full circle in approaches to data and organizations need to raise the level of abstraction at which they address data need for agentic applications. We’ve been working through waves of capability in the march to agentic operations. Organizations have access to the same models, but how they’re used is where differentiation is possible. Agentic approaches demand greater sophistication and understanding around the context with which data is presented to applications. There has to be more careful curation, to get reasonable results. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guests: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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The Big Picture Reports
11/25/2025
The Big Picture Reports
The latest Big Picture reports are out and cover a wide range of topics from financial markets to supply chains and onward to technology and AI. Two of the authors, Lindsey Hall and Chris Rogers, join host Eric Hanselman to talk about sustainability, supply chains and AI. These are tightly interwoven and their dependencies spill out into geopolitics, as well. Sustainability conversations have focused on climate adaptation and resilience. Climate risks are growing and yet only 35% of businesses have adaptation plans in place. The urgent demands for AI infrastructure are consuming both energy and the materials to build data centers. Meeting those needs is shifting sustainability priorities for the companies looking to deploy AI, as well as energy focus. Renewables are still a key part of energy plans, but they’ve moved to an all-of-the-above approach to fuel AI-driven consumption levels. It’s been what could be called an un-fun year in supply chain. Uncertainty has become the new certainty. Changes in tariff policies have had the side effect of pushing the affected countries closer together. That’s led to reshoring efforts, which have seen particular growth in ASEAN countries. One of complexities of this shift is that labor forces are now competing with manufacturing automation and robotics, rather than skills and cost differentials in different regions. The rise of agentic AI is only increasing pressure on infrastructure and energy supplies as it accelerates operational velocity. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guests: , Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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Agentic Customer Experience
11/18/2025
Agentic Customer Experience
As the holiday shopping season gets into full swing, this year thoughts are turning to agents and the changing role of AI in commerce. Sheryl Kingstone returns to discuss the impacts and offer insights into strategies for putting agents to work and working in a world of agents with host Eric Hanselman. AI is spanning generations in technology adoption and engagement in ways that previous technologies have struggled. Search and digital engagement had strong splits between different generations. The natural language capabilities of chat interfaces are stepping across technology hesitancy. But it is creating challenges for businesses in reaching their customers. Search engine optimization is well understood, but how can a business ensure it’s found by AI entities? Making more information available, but being more selective about which interactions get what data is a critical balance to achieve. Bot management has become a lot more complicated. Building trust in autonomous experiences is the next big hurdle that AI technologies have to accomplish. Gen Z users are more comfortable with automated actions, but trust is still key. Building connections with brand advocates is just as important as it’s always been and now has to be delivered through AI. Internal chat can be a good start and it needs to be extended to become a more complete assistant-style interaction. It requires a significant improvement from legacy chatbots and the business it creates can make it worthwhile. More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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Money 20/20
11/11/2025
Money 20/20
One of the biggest banking and payments conferences, Money 20/20, has wrapped up and the enthusiasm for all things stablecoin has continued. Jordan McKee, Sampath Sharma and McKayla Wooldridge return to discuss how this is evolving with host Eric Hanselman. The cryptocurrency has become the buzzy headline in so many of the conversations at Money 20/20. But consumers are still wary of stablecoins and the larger questions is around how financial services companies will deliver valuable services using them. Unlike previous years, there were no dark clouds hovering over the payments markets. The industry is generally upbeat and starting to embrace agentic AI. Efforts are underway to standardize agent-driven commerce with the Agentic Commerce Protocol (ACP). It’s a point of cooperation across payments companies that normally compete for share of consumer wallets. There’s still work to be done in developing governance mechanisms for agentic transactions and those efforts will also need to build consumer trust. More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guests: , , Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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Open Compute Project Summit
11/04/2025
Open Compute Project Summit
The equipment that fills data centers is evolving rapidly, driven by the need to fulfill the seemingly insatiable appetite of AI applications. The Open Compute Project (OCP) was founded by Meta/Facebook to promulgate equipment standards and its annual Summit has grown from a small specialized gathering, to an event that strains the capacity of the San Jose Convention Center. Senior research analyst Perkins Liu returns to offer his take on this meteoric growth with host Eric Hanselman. AI requirements are pushing ever greater scale both logically and physically, with the width of server racks doubling in the Open Rack Wide (ORW) specification to support greater density and better serviceability. The OCP Foundation is also working on silicon interoperability and is setting specifications for chiplet integration. Liquid cooling has moved from a nice to have feature to a required capability as a means to dissipate the huge amount of energy drawn by ever denser GPU arrays. Energy delivery is changing with the advent of higher voltage DC power. The early OCP efforts on 48 volt DC are paling in the face of new 800 volts designs. The OCP Foundation is also expanding its mission to include education, with the establishment of the OCP Academy. It aims to raise workforce skills in open hardware and will offer online training in data center technologies. That underscores not only the expansion of the OCP Foundation’s mission, but also the increasing scale of the ecosystem that supports data center environments and complexity and interdependency that AI creates. More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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Security Gravity
10/28/2025
Security Gravity
There are many ways to frame conversations around cyber security. They can take on many aspects of security, ranging across the technical to the human. With the press towards platform consolidation, it’s critical to reconsider the interaction between the human and technical elements and research director Scott Crawford and Javvad Malik, CISO advisor at KnowBe4, join host Eric Hanselman to dig into this important interplay. It’s all too easy to fall into security practices that focus on technical requirements and don’t account for the friction that is created for the people who use them. It’s also easy to drop into a mindset that better security is just a matter of user education. Effective security requires thinking about user experience, as well as technical controls. Authentication is one of the most frequently experienced security interactions and also one where a technical focus can have the highest impact on the people using. Authentication happens often and is also a key element in securing IT environments. The push to multifactor authentication, for example, is an important step in security enforcement and can require a significant change in how people interact with the systems that support their daily lives. A wholistic approach to security can help teams move beyond the frustrating cycle of user training and shift to collaborative security implementations. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guests: , Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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Is there an AI bubble?
10/21/2025
Is there an AI bubble?
The enthusiasm for AI has been impressive and it’s leading to the inevitable questions about whether or not all of it is warranted. Melissa Otto CFA, head of S&P Global’s Visible Alpha research team, returns to discuss concerns about an AI bubble with host Eric Hanselman. Defining what actually indicates a bubble might be the trickiest aspect of the question. Is it outsized levels of debt? Unrealistic valuations? Both debt and valuations are high, but are they unreasonably so? So much depends on seeing what AI capabilities can deliver and we’re still in the early days of understanding what ROI really is. There are still challenges in getting the domain approaches right. Doing real analytical work is more challenging and there is still more work to do in integrating with business processes. And it’s not just the technical aspects that are in play. It’s possible that macroeconomic restraints are holding back even more enthusiastic spending that could create a bubble. Current interest rates create caution in taking on additional debt. It’s also possible that rate cuts could unleash more risk taking and overextension through debt. That might be an indicator of a looming bubble. Or maybe not… More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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Stablecoins
10/14/2025
Stablecoins
The world of cryptocurrencies has seen no shortage of upheaval, but regulatory clarity that has arrived with recent legislation has created opportunities. Stablecoins are an area that’s seeing renewed interest in FinTech as a means of reducing friction for global payments. Jordan McKee, Sampath Sharma and Nathan Stovall return to the podcast with host Eric Hanselman to look at how stablecoins are being put to work and how they’re being used. For applications like cross border trade and the remittances trade, stablecoins can increase speed and potentially reduce costs. They can be considered another payment rail through which to conduct business. Stablecoins are not without challenges. There are regulatory imperatives to be met, like anti-money laundering (AML) and know your customer (KYC). Trust needs to be built in the market and education is needed around their potential benefits and risks. Traditional banks are getting involved, but they have additional stumbling blocks. There are technical hurdles, such as the readiness of backend systems to handle the higher precision values of stablecoins. And there are new concerns around custody risk, as handling wallets and the enhanced security required are new skills for many. The potential benefits and lucrative markets may give them enough incentive to take the plunge. More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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Industrial Metaverse
10/07/2025
Industrial Metaverse
Some might think that the metaverse has been a passing technology fad, but rumors of its demise are greatly exaggerated. While the language may have shifted to things like spatial computing and augmented reality, the technologies and use cases have been flourishing. Analysts Neil Barbour and Ian Hughes return to discuss recent study results and industrial metaverse progress with host Eric Hanselman. Companies are working to build a digital thread that runs through their organizations, linking the physical and virtual worlds. They’re leveraging digital twins to simulate operations and putting AI to work creating and populating the virtual environments in which they run. When gaming companies shift to building virtual large world models in partnership with defense contractors, the metaverse has clearly shifted gears. Virtual environments are being used for training as well as strategic planning. Smart phones are being integrated into retail space planning and assessment and emergency teams are playing Tetris to secure helicopter landing sites. The metaverse is alive and well and making some large steps forward. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guests: , Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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HR Tech
09/30/2025
HR Tech
Managing the capabilities of an organization’s workforce is challenging in the best of times, but the current upheaval created by AI technologies entering the workplace makes it all the more complex. The technologies that have put to work around this problem are many and varied and analyst Ethan Ray joins host Eric Hanselman to look at where we’ve come from and where we could be headed. There’s a rush to determine if new technologies are making workers more productive and what skills are needed to leverage them. Both a recent S&P Global study and the HR Tech conference showed some trends that could be transforming working environments. Workforce intelligence approaches are looking to build a wholistic picture of knowledge, skills and ability of employees and then do skills matching and development planning. As in other technology disciplines, a proliferation of tools has made many organizations’ efforts at workforce management complicated. It’s another place where many are considering integrated platforms that that can bring together HR, IT and financial teams to better understand the use of tools and resulting productivity. There are questions about what we can and what we should measure to truly understand efficiency and effectiveness. How can we understand what combination of skills and tools are generating the best financial outcomes? Better technology should hold the answer, but the path forward is not always clear. More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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Data Migration
09/23/2025
Data Migration
Getting data to where it’s needed has always been an infrastructure challenge, but the scope and scale of the problem has become much more acute as data volumes rise and AI demands more. Research director Henry Baltazar returns to look at the latest results from the Voice of the Enterprise Data Migration study with host Eric Hanselman and reflect on how organizations are addressing the crunch in data movement. There’s been a significant increase in the number of enterprises reporting that they’ve moved to migrating petabytes of data and they’re now not only shifting to cloud, but moving between clouds, as well. They’re also enlisting the help of service providers more often, an indication that the scale of these activities requires professional support to manage risk. Data movement at this scale demands a shift in tactics and more are using physical transport, the shipping of storage media to cloud providers, to get the job done. They can’t risk the downtime needed for network transit, although network capacities are also rising. There are opportunities that cloudy environments present in managing data costs and new strategies that enterprises can put to work to lower not only costs, but risks, too. More S&P Global Content: For S&P Global subscribers: Credits: Host/Author: Guest: Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
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AI Infrastructure
09/16/2025
AI Infrastructure
To get to the benefits that AI offers, organizations have to address their technology infrastructure in ways that are much broader than historical approaches. Senior analyst Greg Macatee joins host Eric Hanselman to delve into what’s required and what enterprises are identifying in the recent Voice of the Enterprise AI and Machine Learning study. Enterprises are struggling with raising the success levels of AI projects. Over 60% report moderate to severe challenges in achieving AI success. Bringing together the computational power and the right quality data in the right locations can be complicated in the hybrid environments that more are operating. It’s not just a matter of being more selective with use cases, AI requires a set of organizational skills that have to be honed. Starting small and iterating can reduce risk while building competency. Infrastructure has to shift in new ways, as well. Data management processes that can build the necessary data pipelines to feed AI applications bring together a broader set of tech disciplines. There are new wrinkles in AI infrastructure ecosystems, with new providers looking to address supply chain constraints, like the Neocloud or GPU as a Service (GPUaaS) providers. Even hyperscalers are looking to them to meet surging demand in a tight market. Those new options offer new choices, but enterprises need to match them with their AI goals. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guest: Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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Broadcom VMware Explore Conference
09/09/2025
Broadcom VMware Explore Conference
The annual gathering on infrastructure virtualization that is the VMware by Broadcom Explore conference has wrapped up and there are important takeaways from both the formal program and informal discussions. Analysts Jean Atelsek, Henry Baltazar and William Fellows join host Eric Hanselman to talk about their takes on the event. The newly integrated VMware Cloud Foundation 9.0 (VCF) suite has shipped and along with it a new approach to the product portfolio. AI-focused capabilities have been added as VMware aims to create a private cloud portfolio to rival the public cloud offerings. Higher level data services are the first service abstractions available, with the promise of more to come. In the new organizational structure, the Tanzu product offering is now in its own division in Broadcom. While that offers it independence, it’s also meant that in areas like AI functionality, there is some overlap between it and AI capabilities being built into VCF 9. The larger challenge for Broadcom is to motivate customers to fully implement VCF 9 and put all of its capabilities to work. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guest: , , Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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Data Integration for AI
09/02/2025
Data Integration for AI
Can you have too much data for an AI application? In the mad dash to collect the raw material for AI applications, it can be tempting to pull in as much as you can. Product manager Emily Jasper returns to the podcast with a set of recommendations for more strategic use of data with host Eric Hanselman. Just as it might not be wise to load up on everything on a buffet, being strategic about using the data that best suits the goals of your project can improve outcomes and help to manage risk. By understanding the data that you’re putting to work, you can bound the universe of outcomes and simplify the process of bringing it into the AI application pipeline. At the same time, the process of data governance becomes clearer when the sources are better understood. Bringing an understanding of the set of data resources that an enterprise has is critical and has to be accompanied by knowledge of the quality of that data. The principles of library sciences are back in focus in AI, as organizations work to curate data characteristics and provenance. As in so much of AI, matching the ecosystem of tools, data providers, and capabilities to the use cases being built is fundamental to project success. Managing risk in AI has become a process of bringing the right data to the right problem. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guest: Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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The ONUG Tech Community
08/26/2025
The ONUG Tech Community
The typical process of deploying technology has been one of enterprises designing infrastructure around vendor capabilities. The Open Networking Users Group (ONUG) was founded to reverse that equation and define enterprise requirements for technology and work with vendors to achieve them. Co-founder Nick Lippis joins host Eric Hanselman to talk about the approach that ONUG takes, the nature of its community and the work that they’re doing today. While their roots are in the networking world, they’ve expanded to address a wide range of enterprise concerns. The current collaborations include security related work in cloud and security operations automation, WAN connectivity and a reference architecture for AI infrastructure. The ONUG fall conference takes place in New York on October 22-23. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guest: Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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Black Hat and DefCon
08/19/2025
Black Hat and DefCon
The annual “security summer camp” that is made up of the Black Hat and DefCon conferences is just past and the security analyst team, Scott Crawford, Dan Kennedy, Justin Lam and Mark Ehr, join host Eric Hanselman to examine what they saw and discuss the implications. Despite the heat of a Las Vegas summer, it’s become bigger than the two main conferences, with a number of side events, like B-Sides, there’s a lot going on. AI conversations are evolving and maturing. We’ve mostly moved beyond blaming user foibles for breaches, but AI is expanding the attack surface with new and more complex tactics for user manipulation. AI is lowering the barriers for attackers. The days of script kiddies have morphed into Claude Code-fueled attack development. The larger question is how security vendors are responding to AI risks. Claims that tier 1 security analysts should start looking for another job just seem irresponsible in the current environment. AI augmentation can reduce toil and digest the masses of events that security teams struggle to deal with today. At the same time, AI is scaling attack volumes. It’s the constant hegemony that’s always played out at the core of security. More S&P Global Content: For S&P Global Subscribers: Credits: Host/Author: Guests: , , , Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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