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How Conversational AI is Transforming Db2 Management

How Conversational AI is Transforming Db2 Management

Constellation Research VP & Principal Analyst Holger Mueller sat down with Miran Badzak, IBM's executive director of databases, at IBM Think for a timely conversation very relevant to enterprise computing. IBM is making a serious move in the database management space with Genius Hub, a new AI-powered product built specifically for Db2 DBAs, and the timing could not be more relevant.


What Is Genius Hub?

Genius Hub is a conversational AI interface designed to help database administrators manage large fleets of Db2 databases, whether they run on-premises, in the cloud, or across hybrid environments. At its core, it handles the undifferentiated work that consumes DBA time: patches, updates, maintenance, tablespace management, anomaly detection, and more.

Think of it as a hyper-specialized assistant that knows your specific version and distribution of Db2, has access to your telemetry data, and can walk you through issues in plain language.

From Recommendations to Actions

Earlier this year, Genius Hub launched with AI-powered recommendations. You flag an issue, the AI tells you what it thinks you should do, and you decide whether to act. That was already useful.

What IBM announced at Think takes it a step further. Genius Hub can now take actions on your behalf. You review the proposed steps, approve, and the agent executes. It is a meaningful leap from advisory to agentic, and IBM has been deliberate about keeping humans in the loop throughout.

As Miran put it, the AI won't delete your database. That may sound like a low bar, but in mission-critical environments running banking applications and complex enterprise workloads, it matters more than it sounds.

Flexible Inferencing, On Prem or Cloud

One thing worth noting for enterprise buyers is the flexibility in inferencing. Genius Hub supports cloud-based inferencing across IBM Cloud, AWS Bedrock, Microsoft AI Foundry, and Google Vertex. It also supports fully air-gapped on-premises deployments running on AMD Instinct and, newly announced, Intel Gaudi chips.

For heavily regulated industries where data cannot leave the building, that on-prem optionality is not a nice-to-have. It is a requirement.

MCP Support Opens Up Integration

IBM also announced this week that it will support MCP servers for Genius Hub. This means Db2 management can now be integrated into broader fleet management workflows and tooling. The example Miran gave was instructive: with a single command, you could turn off all SAP instances running on Db2 across your environment. That kind of cross-system orchestration is where agentic AI starts to show its real enterprise value.


Getting Started

A free trial is available at ibm.com/db2. The install takes a few minutes, you connect it to the databases you want to manage, and you're running. No need to bring your own inferencing infrastructure. Genius Hub is also included in the new AI editions of Db2 for existing customers upgrading.

Bottom Line

IBM is moving with real urgency here, shipping updates multiple times a month and rapidly expanding capabilities. Genius Hub is not a bolt-on feature. It is a purpose-built AI layer for one of enterprise computing's most foundational workloads. Worth watching closely.

Data to Decisions Tech Optimization Future of Work Agentic AI AI Data to Decisions Cloud Enterprise Acceleration Chief Information Officer Chief Technology Officer Chief Information Security Officer On Event Update

AI Won't Kill HR - It Will Finally Free It | Holger Mueller on the Future of Work

AI Won't Kill HR - It Will Finally Free It | Holger Mueller on the Future of Work

In episode 21 of the Humanscope podcast, Holger Mueller, Vice President and Principal Analyst, Constellation Research gives us a front-row view of how AI is reshaping HR, enterprise software, and the future of leadership.

The topics cover:

  • Why HR will be transformed by AI faster than any other function
  • The "talent depth chart" concept - managing people like sports teams
  • Build vs. buy in the AI era - and why the bar to build has never been lower
  • Best-of-breed vs. suite - and why suites always win in the long run
    OpenClaw, agentic networks, and what "AI riding AI" means for enterprises
  • The leaders organizations need for 2030 - and what boards are getting wrong
  • Bold predictions: what the world of work looks like by 2030

Whether you're a CHRO, CTO, or people leader, this conversation will challenge how you think about technology, talent, and transformation.

Future of Work HR On

The Human Edge in an Age of Agentic AI | DisrupTV Ep. 439

The Human Edge in an Age of Agentic AI | DisrupTV Ep. 439

Insights from DisrupTV Episode 439 with Vint Cerf, Dr. David Bray, and Cheryl Strauss Einhorn

DisrupTV Episode 439 brought together some of the most influential voices shaping the future of the internet and artificial intelligence: Vint Cerf, often referred to as one of the fathers of the internet; Dr. David Bray, distinguished Chair of the Accelerator, Stimson Center & Principal/CEO, LDA Ventures Inc; and Cheryl Strauss Einhorn, founder of Decisive and author of The Human Edge: Smarter Decisions in the Age of AI. Joined by hosts Vala Afshar and R “Ray” Wang, the conversation explored one of the defining leadership questions of this decade:

What does it mean to lead — and remain deeply human — in a world where intelligence is no longer exclusively ours?

Across topics ranging from autonomous agents and synthetic media to decision science, governance, and the future of work, one message became increasingly clear: organizations that thrive in the age of AI will be those that combine technological acceleration with stronger human judgment, accountability, and critical thinking.

From Deterministic Systems to Probabilistic Agents

R "Ray" Wang opened the discussion by asking Vint Cerf how the concept of intent changes as we move from deterministic software systems to probabilistic AI models.

In the early days of the internet, systems automated communication and networking, but humans still owned the intent behind the actions. Agentic AI changes that dynamic. Increasingly, systems can reason, make decisions, and take actions autonomously — often without direct human supervision.

Cerf emphasized that this transition creates two urgent requirements.

Precise Languages for Agents

Humans misunderstand each other constantly. When AI agents communicate using loosely structured natural language, those misunderstandings can scale rapidly.

Cerf argued that agent-to-agent communication will require more precise, task-oriented languages capable of:

  • Clearly defining requested actions
  • Confirming what actions were completed
  • Reducing ambiguity in automated workflows
  • Supporting reliable verification and accountability

As agents begin operating “at the speed of money,” precision becomes essential.

Auditability and Accountability

If agents are acting on behalf of organizations, there must be a way to reconstruct:

  • What decisions were made
  • Under whose authority those decisions occurred
  • What data or instructions influenced the outcome

Cerf stressed the need for cryptographically verifiable audit trails capable of serving as evidence if systems fail, cause harm, or behave unexpectedly.

In short, if AI agents are going to act independently, organizations must know exactly who they represent and why they acted.

Governance Is Lagging Behind the Technology

Dr. David Bray offered a powerful metaphor for today’s AI environment.

He compared the current moment to city streets in the early 1900s, when horses, automobiles, pedestrians, and trolleys all shared the same roads before stoplights, lanes, and traffic laws existed.

That’s where organizations are today with AI agents.

Humans and autonomous systems are now operating together in the same digital workplace, but governance structures have not caught up.

“Whose Flag Is This Agent Flying?”

Bray emphasized that organizations cannot abdicate responsibility to AI systems.

Even if an agent acts autonomously, accountability still belongs to the organization deploying it.

This creates several leadership imperatives:

  • Clear governance frameworks for AI behavior
  • Human escalation paths when things go wrong
  • Meaningful recourse mechanisms for customers and employees
  • Defined ownership over agent decisions and outputs

As Bray framed it:

“Whose flag is this agent flying?”

If an AI system acts improperly, organizations will still be held accountable.

Cerf added that we still don’t fully understand what incentive structures for AI agents should look like. Humans respond to compensation, recognition, and consequences. Designing comparable behavioral systems for autonomous agents remains largely unexplored territory.

The Rise of Digital Labor

Vala Afshar brought the discussion into practical enterprise reality.

At Salesforce, millions of support interactions are now resolved without humans directly involved. Tens of thousands of employees use AI agents daily.

This signals a fundamental shift:

Organizations are no longer simply providing software tools to human workers.

They are increasingly deploying digital labor alongside human labor.

The relationship between people and technology is evolving from:

Human + software tool

to:

Human + digital colleague

Cerf warned that because AI systems are trained on human discourse, they naturally sound human. They use conversational language, express simulated empathy, and appear socially aware.

That creates a dangerous psychological trap.

People begin assuming these systems:

  • Truly understand them
  • Share human incentives
  • Possess judgment or morality
  • Care about outcomes

They do not.

Organizations that anthropomorphize AI too aggressively risk overestimating what these systems actually understand.

Misinformation at Machine Speed

The conversation then turned toward one of the most pressing consequences of agentic AI: synthetic information.

R "Ray" Wang noted that the internet democratized information while simultaneously accelerating misinformation. AI compounds this problem dramatically.

Cerf and Bray suggested that by the end of the decade, a substantial percentage of online information may be AI-generated.

This creates profound implications for:

  • Enterprise decision-making
  • Financial forecasting
  • Political systems
  • Brand trust
  • Public discourse
Critical Thinking Becomes a Survival Skill

Cerf argued that critical thinking is becoming one of the most valuable skills in the AI era.

Future leaders will need to:

  • Triangulate information across multiple sources
  • Compare outputs from different AI systems
  • Evaluate confidence levels and evidence
  • Use AI systems to critique other AI systems

Ironically, the same technology flooding the world with synthetic content may also become essential for filtering and validating that content.

Organizations may increasingly rely on AI-powered “decision intelligence” layers designed to distinguish credible signals from noise.

Autonomous Vehicles and Synthetic Data

The discussion also explored Waymo as a real-world example of agentic AI at scale.

Waymo combines billions of synthetic training miles with millions of real-world driving miles to train autonomous systems capable of handling edge-case scenarios.

Synthetic data allows organizations to safely model dangerous or rare events that would be impossible to recreate consistently in real life.

Examples include:

  • Children unexpectedly entering roadways
  • Weather anomalies
  • Complex traffic interactions
  • Emergency scenarios

The societal implications are enormous.

Autonomous systems could dramatically reshape:

  • Transportation industries
  • Rideshare and logistics workforces
  • Accessibility for disabled or elderly populations
  • Urban planning and mobility

Cerf described these systems as a “new set of workers” — digital entities capable of operating continuously, scaling rapidly, and extending human capability into environments humans cannot safely or efficiently manage.

Avoiding a Digital Dark Age

R "Ray" Wang revisited one of Cerf’s longstanding concerns: the possibility of a future digital dark age.

Historically, knowledge survived through durable physical mediums like books, tablets, and paper.

Digital information is fundamentally different.

Data is meaningless without the software, formats, and computing environments needed to interpret it.

Cerf explained that preserving digital history requires preserving not only the data itself, but also:

  • File formats
  • Software dependencies
  • Operating environments
  • Protocols and rendering systems

As AI systems generate exponentially larger volumes of logs, records, and audit trails, organizations face difficult questions around:

  • What information to preserve
  • How long to retain it
  • How to store it efficiently
  • How to maintain long-term interpretability

Without careful design, organizations risk losing reliable records precisely when more and more decision-making becomes automated.

AI in the Group, Not Just Humans in the Loop

David Bray proposed a useful reframing for how organizations should think about AI collaboration.

Instead of focusing solely on “human-in-the-loop” systems, he suggested thinking in terms of “AI in the group.”

In this model:

  • Humans and AI agents operate collectively
  • Each participant contributes different strengths
  • AI may serve as both participant and observer

Bray described scenarios where AI systems could observe organizational behavior and identify:

  • Poor delegation patterns
  • Skill mismatches
  • Employee overload
  • Communication gaps
  • Workflow bottlenecks

Done responsibly, AI could improve organizational performance by surfacing invisible dynamics humans often miss.

But once again, governance and accountability remain central.

Organizations must still define:

  • Who owns the system
  • How recommendations are validated
  • What recourse exists when systems are wrong or biased

Cheryl Strauss Einhorn and the Human Edge

The second half of the episode shifted from infrastructure and governance toward human judgment and decision-making.

Cheryl Strauss Einhorn introduced the core thesis behind her book The Human Edge: Smarter Decisions in the Age of AI:

AI doesn’t know you, and it doesn’t care about consequences. You do.

This distinction matters enormously.

AI can generate answers, options, and patterns, but it cannot inherently understand:

  • Your values
  • Your motivations
  • Your risk tolerance
  • Your emotional context
  • The long-term consequences of decisions

That responsibility remains human.

Your “Special Sauce” for Decisions

Einhorn explained that individuals approach decisions differently based on:

  • Core values
  • Preferred data types
  • Bias patterns
  • Stakeholder considerations
  • Tolerance for ambiguity

Two people facing the exact same situation may optimize for entirely different outcomes.

If AI systems do not understand that context.

Key Takeaways

  • Agentic AI represents a major shift from deterministic software to autonomous systems that can reason, decide, and act with minimal human involvement.
  • Governance frameworks are lagging behind the rapid deployment of AI agents, creating urgent needs around accountability, auditability, and oversight.
  • Human + agent collaboration is quickly becoming the new enterprise operating model, with organizations increasingly relying on digital labor alongside human workers.
  • Synthetic media and AI-generated misinformation will dramatically increase the importance of critical thinking, source validation, and decision intelligence.
  • AI should augment human judgment, not replace it. The organizations that win will combine AI acceleration with stronger human reasoning and governance.
  • Leadership in the AI era will require better questioning, better workflows, and clearer accountability structures across humans and machines.
  • Organizations must rethink how they redesign workflows, reskill employees, redeploy talent, and restructure management models for a world increasingly powered by agents.

Final Thoughts

DisrupTV Episode 439 underscored that the age of agentic AI is far bigger than another software cycle. It is fundamentally reshaping how organizations operate, how decisions are made, and how humans interact with intelligence itself.

AI systems are already transforming workflows, automating decisions, and scaling capabilities far beyond what humans alone can manage. But throughout the conversation, one theme consistently emerged: the enduring competitive advantage will not come from artificial intelligence alone.

It will come from organizations that strengthen human judgment alongside machine intelligence.

The future belongs to leaders who can:

  • Build accountable human + AI systems
  • Preserve critical thinking in a world flooded with synthetic information
  • Create governance models that keep pace with autonomous systems
  • Design workflows where humans and agents complement one another
  • Stay grounded in values, ethics, and purposeful leadership

As Cheryl Strauss Einhorn emphasized, AI may generate answers, but humans still define what matters.

In the age of agentic AI, the real human edge is wisdom, accountability, curiosity, and the ability to ask better questions.

Related Episodes

If you found Episode 439 valuable, here are a few others that align in theme or extend similar conversations:

Future of Work AI Chief Executive Officer Chief Technology Officer Chief AI Officer Chief Experience Officer

From “activation energy” and agent orchestration to donkeycorns and relationship capital, DisrupTV 425 explains what actually separates AI hype from real business impact.

On DisrupTV <iframe width="560" height="315" src="https://www.youtube.com/embed/J5CupyHoVng?si=GHB_W8FIfV0UhJBW" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>

Why Brandfolder By Smartsheet Makes DAM “The Last Mile” of Digital Experience

Why Brandfolder By Smartsheet Makes DAM “The Last Mile” of Digital Experience

Digital Asset Management (DAM) is more than a place to dump logos and campaign files; it’s the last mile of digital experience delivery. In this ShortList Spotlight, Liz Miller, VP & Principal Analyst at Constellation Research, breaks down how organizations mature their DAM strategy across three big ideas:

Brand Assurance: Centralizing assets for consistency
  • One source of truth for logos, images, videos, presentations, and more
  • Version control, governance, and search to eliminate outdated or duplicate assets
Brand Security: Controlling usage, structure, and access
  • Rich metadata, selective versioning, and auto‑tagging
  • Smarter archival strategies and cold storage
  • Clear controls over users, rights, and applications
Brand Safety: Rights, readiness, and real experience delivery
  • Ensuring assets are actually usable and legally compliant today
  • AI-driven metadata and analytics for better utilization and performance
  • DAM is tightly connected to customer experience and business outcomes

Liz then dives into why Brandfolder by Smartsheet stands out on Constellation’s DAM ShortList:

  • Extremely intuitive and fast to set up
  • Strong AI capabilities, including advanced search and speech recognition
  • Powerful derivative creation, archival capabilities, and metadata management
  • Deep integration with Smartsheet’s intelligent work management, bringing assets, projects, approvals, and workflows together in one place

When DAM is integrated into how work actually gets done—not just where files are stored—it becomes a strategic engine for digital experiences across marketing, product, sales, and service.


If you’re evaluating DAM, don’t just ask, “Where do we store our assets?” Ask, “How does this become the last mile of our digital experience strategy?”

See the Constellation ShortList for DAM for DX leading solutions

Marketing Transformation Tech Optimization Next-Generation Customer Experience Digital Transformation Marketing Chief Marketing Officer On ShortList Spotlights

What Do You Really Stand For in the Age of AI? | DisrupTV Ep. 438

What Do You Really Stand For in the Age of AI? | DisrupTV Ep. 438

Values, Organizational Truth, and the Context Layer — Insights from DisrupTV Episode 438

In DisrupTV Episode 438, Vala Afshar and R “Ray” Wang sat down with Paul Ingram and Jon Reed for a conversation that connected two ideas rarely discussed together:

  • Personal values as a source of leadership clarity
  • Organizational context as the missing layer in enterprise AI

Together, they explored how the future of AI may depend less on raw model capability and more on whether organizations truly understand what they stand for—and whether their systems reflect a shared version of reality.

The throughline was unmistakable:

In a world increasingly shaped by AI, clarity becomes leverage.

Values Are More Than Ethics — They’re Operating Systems

Paul Ingram’s work begins with a deceptively simple question:

What do you really stand for?

His argument is that values are not just abstract ideals or culture-deck slogans. They are practical decision-making tools that shape how leaders behave under pressure.

He illustrated this with the story of Captain Matt Feely during the 2011 Great East Japan Earthquake. Faced with a decision that technically violated protocol but aligned deeply with his values of humanity, service, and love, Feely chose to continue humanitarian aid operations.

Why?

Because he had already clarified what mattered most.

According to Paul, this is the hidden power of values:

  • They reduce ambiguity in high-stakes moments
  • They improve resilience and focus
  • They help leaders make faster, more principled decisions

Most people, however, have never fully articulated their values in a structured way. They may know fragments of what matters to them, but not enough to consistently guide action.

The “Triad” Exercise: Surfacing Hidden Drivers

One of the most fascinating moments in the episode came when Paul guided Ray Wang through a live values exercise.

Starting with something simple—favorite cities—the conversation gradually uncovered deeper motivations:

  • Liveliness
  • Serenity
  • Precision
  • Velocity
  • Purpose
  • Helping people

What looked like a casual preference discussion ultimately revealed a core operating philosophy.

Paul’s broader point is that values are often hidden beneath surface-level preferences and habits. The work of leadership is uncovering and prioritizing them intentionally.

He recommends maintaining a manageable set of core values—often around five to eight—that are:

  • Prioritized
  • Memorable
  • Actionable

Because when values become explicit, they stop being passive beliefs and start becoming behavioral tools.

The Missing Layer in Enterprise AI: Context

If Paul Ingram focused on the inner operating system of leaders, Jon Reed focused on the outer operating system of organizations.

His thesis is blunt:

Most AI projects fail not because the models are weak, but because the organizational context is broken.

Jon describes this as the missing “context layer.”

This layer includes:

  • Shared definitions and metrics
  • Agreed-upon workflows
  • Institutional knowledge
  • Governance rules
  • Process exceptions
  • Business semantics
  • Organizational trust

Without that foundation, AI systems are often amplifying confusion rather than intelligence.

As Jon puts it, organizations frequently attempt to automate environments where teams still disagree on:

  • What the data means
  • Which numbers are correct
  • How processes actually work
  • What success looks like

AI doesn’t solve those problems. It exposes them.

The Hidden Cost of Enterprise Dysfunction: The “Verification Tax”

One of Jon’s strongest observations was around what he calls the verification tax.

In many enterprises, professionals spend massive amounts of time:

  • Validating data
  • Reconciling systems
  • Checking spreadsheets
  • Confirming metrics across departments

In some cases, leaders estimated that 30–70% of professional work time is spent simply verifying whether information can be trusted before decisions are made.

That creates a profound AI problem. Because if trust in organizational data is already weak among humans, AI systems trained on that same environment inherit the dysfunction.

This reframes AI readiness entirely:

AI readiness is not primarily a model problem.
It’s a trust, governance, and organizational alignment problem.

Why LLMs Alone Won’t Solve Enterprise Complexity

Jon Reed was careful to distinguish between being anti-AI and anti-hype.

He acknowledged the enormous strengths of large language models:

  • Pattern recognition at scale
  • Natural language interfaces
  • Workflow decomposition
  • Massive productivity acceleration

But he also outlined their limitations in enterprise environments:

  • Lack of persistent organizational memory
  • Weak understanding of chronology and causality
  • Limited governance awareness
  • No inherent understanding of real-world context
  • Inability to autonomously seek missing information

His conclusion: LLMs are powerful, but incomplete.

To create meaningful enterprise outcomes, organizations need compound systems that combine:

  • LLMs
  • Deterministic workflows
  • APIs
  • Databases
  • Domain-specific models
  • Human oversight

Most importantly, they need reliable context.

AI Is Amplification Technology

One of the most important insights from the episode was that AI amplifies whatever already exists inside an organization.

That means:

  • Strong values become stronger
  • Clear systems become more efficient
  • Broken trust becomes more visible
  • Organizational confusion scales faster

R "Ray" Wang framed this pragmatically through risk and accuracy:

  • 85% accuracy in customer support may be acceptable
  • 85% in finance or healthcare may be catastrophic

The lesson is not that AI must be perfect before deployment. It’s that leaders must design systems thoughtfully around risk, observability, and human checkpoints.

Beyond Automation: AI and Human Creativity

Both Paul and Jon ultimately converged on a hopeful view of AI.

Paul argued that creativity has always been about selecting meaningful combinations from infinite possibilities. AI expands the space of possibilities dramatically—but humans still determine what matters.

AI can generate ideas.

Humans decide:

  • Which ideas align with mission and values
  • Which outcomes are ethical and sustainable
  • Which paths are worth pursuing

That’s where human agency remains essential.

Jon echoed this sentiment by warning against “AI for AI’s sake.” The real opportunity is not simply automating legacy workflows faster—it’s redesigning how organizations create value altogether.

Key Takeaways

  • Values are not soft concepts; they are practical leadership tools
  • Organizations with clear internal alignment will outperform those with fragmented truth systems
  • The “context layer” may become the most important layer in enterprise AI
  • AI readiness is fundamentally a trust and data quality challenge
  • LLMs alone are insufficient without governance, workflows, and human judgment
  • AI amplifies organizational strengths and weaknesses alike
  • The future belongs to organizations that combine human creativity with contextual intelligence

Final Thoughts

DisrupTV Episode 438 offered a powerful reminder that AI is not replacing leadership—it’s exposing it.

The organizations that thrive won’t simply have the best models. They’ll have:

  • The clearest values
  • The strongest trust systems
  • The most aligned organizational context
  • The best human judgment surrounding the technology

In many ways, AI acts like a mirror.

If leaders lack clarity about what they stand for, AI magnifies confusion.
If organizations lack a shared version of truth, AI accelerates dysfunction.

But when values and context are strong, AI becomes something far more powerful: A force multiplier for creativity, purpose, and better decision-making at scale.

Related Episodes

If you found Episode 438 valuable, here are a few others that align in theme or extend similar conversations:

Tech Optimization New C-Suite Digital Safety, Privacy & Cybersecurity AI Chief Executive Officer Chief Technology Officer Chief AI Officer Chief Experience Officer

From “activation energy” and agent orchestration to donkeycorns and relationship capital, DisrupTV 425 explains what actually separates AI hype from real business impact.

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IBM THINK 2026: Laser Focus on AI, Hybrid Cloud & Quantum

IBM THINK 2026: Laser Focus on AI, Hybrid Cloud & Quantum

At IBM Think 2026, one theme emerged: AI, hybrid cloud, and quantum are no longer “emerging technologies” — they’re now as strategic as finance and defense.

As Constellation Research CEO R “Ray” Wang shared in his event debrief, IBM’s message this year wasn’t about chasing every possible innovation. It was about focus: choosing where not to play so you can go deeper where it truly matters for enterprises.


Strategy by Subtraction: What IBM Chose to Focus On

Over the last three years, IBM has made a deliberate pivot to support the AI race with a clear strategy:

  • Hybrid cloud as the foundation
    AI at scale is ultimately a data problem. IBM’s bet is that a hybrid cloud architecture is essential to unify and govern data across complex, global enterprises. Without that connective tissue, AI initiatives stall.
  • AI models, tools, and operating blueprints
    It’s not just about models. IBM is investing in the full AI stack — from infrastructure and GPU acceleration to tools, orchestration, and reference AI operating models that help organizations move from pilots to production.
  • Quantum and AI, hand in hand
    Quantum isn’t a distant science project in IBM’s narrative. Ray points out that AI and quantum are tightly linked, especially for problems like protein modeling, optimization, and simulation — the frontier use cases where classical compute hits a ceiling.

The underlying message: strategy isn’t about doing everything. It’s about knowing what to double down on so you can deliver differentiated value for customers under intense pressure.


Deep Partnerships as the Real Moat

One of the strongest signals from Think 2026 wasn’t just the tech — it was who showed up.

Ray notes that around 120 public-company CEOs and board members were in the room, and more boardrooms are recognizing the need for a chief AI officer or equivalent accountable leader. This is a shift: AI is no longer only an IT or innovation topic; it’s a governance and strategy issue.

IBM’s long-term, “all-in” partnerships underscore that shift:

  • Saudi Aramco – a relationship since 1947
    Decades-long collaboration with one of the world’s largest energy companies demonstrates IBM’s role as a strategic technology partner, not just a vendor. Ray calls out this continuity as “crazy” in the best way — proof that co-innovation at scale takes time and trust.
  • Relevance Health – modern healthcare experiences
    With leaders like Ratnaker Lavu, IBM is working on healthcare transformation, using AI and data platforms to reimagine patient and member experiences.
  • Cleveland Clinic – quantum-powered protein modeling
    One of the most compelling examples: Cleveland Clinic and IBM are modeling 12,635 proteins with quantum technology. The potential derivative capabilities — from drug discovery to personalized medicine — illustrate why quantum and AI matter together.

Across these accounts, the pattern is clear: IBM is going deep inside complex enterprises, acting as an embedded partner across infrastructure, data, AI, and now quantum.


Why AI Is the Edge in a World of Margin Compression

Ray highlights a sobering reality: 450 of the Fortune 500 are growing at single-digit rates.

In that context, margin compression is real. Companies are often “working 10x or 100x harder, but standing still.” Traditional levers — cost-cutting, incremental efficiency — are no longer enough.

This is where AI becomes an exponential advantage:

  • AI agents and automation can reconfigure workflows, not just speed them up.
  • Data-driven decisioning can optimize pricing, supply chains, and experiences in real time.
  • Hyper-personalization and new digital products can unlock revenue streams that didn’t exist before.

But that edge only appears when AI is supported by:

  • The right data architecture (hybrid cloud)
  • The right tooling and governance
  • The right operating model and talent
  • And critically, the right ecosystem partners

IBM’s pitch is that it can provide that end-to-end blueprint — from GPUs and infrastructure to models, agents, and orchestration layers that support real-world AI at scale.


From Legacy to “Next”: Blueprints for AI Operating Models

One recurring idea in Ray’s recap is the shift from legacy systems to a next-generation AI operating model.

IBM’s approach centers on:

  • Managing AI and agents at scale
    Not just building one-off models, but managing fleets of AI agents that handle tasks across the organization — from IT operations to customer service and beyond.
  • Orchestrating processes end-to-end
    Connecting AI to workflows so it isn’t just a bolt-on. This means orchestration across business processes, data pipelines, and customer journeys.
  • Bridging from where customers are today
    Many IBM customers are large, regulated enterprises with decades of legacy infrastructure. The emphasis is on getting them from point A (today’s reality) to point B (AI-native operations) with “peace of mind” — a nod to security, compliance, reliability, and risk management.

Digitization, data quality, and integration across hybrid cloud, AI, and quantum form the backbone of that journey.


The Big Takeaway from IBM Think 2026

If you had to distill IBM Think 2026 down to a single takeaway, Ray Wang suggests this:

IBM is going deep in its relationships, across its entire portfolio, with customers who are betting on AI, hybrid cloud, and quantum as core to their future.

The customers IBM showcased — from long-time partners like Saudi Aramco to innovators like Cleveland Clinic — aren’t dabbling. They’re building AI-first operating models to break out of single-digit growth and margin pressure.

In a world where most organizations are still figuring out their AI strategy, IBM’s message from Think 2026 is clear:

  • Technology is now as strategic as finance and defense.
  • AI, hybrid cloud, and quantum are the pillars of that strategy.
  • And the winners will be those who combine deep data foundations, trusted partners, and clear focus on where AI can create exponential, not incremental, impact.
Data to Decisions Future of Work Tech Optimization On Event Update

Is the Worst Over for Saas? & Top 5 Technology Stories | CRTV Episode 129

Is the Worst Over for Saas? & Top 5 Technology Stories | CRTV Episode 129

The SaaS apocalypse had a good run as a narrative. For a few months, the prevailing wisdom was that vibe coding, AI agents, and a generation of developers armed with Claude and Codex would roll their own software and walk away from the enterprise SaaS stack entirely. Episode 129 of ConstellationTV put that narrative in front of Constellation analysts Larry Dignan, Esteban Kolsky, and Martin Schneider, and the result was a nuanced, honest debate (in which they don't all agree).


The Debate: SaaS Apocalypse or SaaS Shakeout?

Esteban opened with the kind of directness that makes the CRTV debate worth watching. The SaaS apocalypse, he argued, was always a pricing concern dressed up as an existential crisis. Once vendors addressed the pricing anxiety, the narrative collapsed in about two days. The real SaaS companies, the ones with deep enterprise footprints, years of integrations, and the institutional knowledge that took a decade to build, are not going anywhere. You cannot replace three years and $25 million worth of legacy integration work with a vibe coding session.

Martin agreed on the broad strokes but pushed back on the edges. The established players with genuine systems of record are fine. The point products are not. The SMB-focused, single-function SaaS companies that never built deep integrations and never earned irreplaceable status in the enterprise stack are facing real margin compression, and AI is accelerating what was already on the horizon. The ones providing value will survive. The ones that were coasting on lock-in and switching costs without delivering real outcomes are already in trouble.

Larry added the observation that has been sitting under the whole conversation: zombie SaaS is real, most of it is owned by private equity, and whether AI is the cause or just the excuse for the shakeout is still an open question. It might not matter. The outcome is the same.

The Amazon angle was sharp. Larry raised AWS Connect's expansion into talent, supply chain, and healthcare as a sign of hyperscaler ambition in the SaaS space. Both Esteban and Martin were skeptical. The DNA of an infrastructure company is not the DNA of an enterprise software company, and that gap does not close easily. EMC tried it. CA tried it. The go-to-market motion, the customer relationship model, the way enterprise software gets sold and implemented, it is a different business. Google knows this about itself, which is part of why it has stayed in its lane more carefully than Amazon.

The bottom line from the debate: SaaS is not dead. But the shakeout is real, and it was coming with or without AI. The vendors that delivered genuine value and depth of integration will be fine. The rest are on borrowed time.


From Google Cloud Next: When Data Finds Its Meaning

In the next segment, Mike Ni caught up with Paul Pritchard, CEO of Overdose, a high-growth digital commerce agency, at Google Cloud Next, and the conversation cut to one of the most practical questions in enterprise AI right now. Most organizations do not have a data problem or an AI problem. They have a meaning problem. They have more data than they know what to do with, and none of it is telling a consistent story.

For Overdose, the turning point was Google Cloud's Looker semantic layer, built on BigQuery. Before, the agency was spending a month building dashboards that looked backward at the previous month's performance. Every channel claimed the sale. Every stakeholder had a different interpretation of the numbers. The CFO, the board, the marketing manager, all of them were looking at different truths and arguing about which one was right.

The semantic layer solved that. It established a single, grounded truth that every team, and every client team, could access in real time. From there, Overdose built a tool that takes a Looker insight, generates a creative brief, produces creative assets, and automatically publishes them to ad channels, with Looker tracking performance and triggering the cycle again when it is time for new assets.

The metric that matters: the business is now more profitable because the teams are focused on margin-oriented decisions rather than vanity metrics. Clicks and revenue are easy to chase. Profit is harder, and it requires knowing the truth first.

Paul's advice for any data or commerce leader starting this journey: begin at the data layer. Get to a single truth. Everything else builds on that foundation, and without it, everything you build on top is noise.


Larry's Five Tabs: What You Need to Know This Week

Larry's tabs covered five stories worth tracking across cloud, enterprise software, hardware, and an emerging pattern that deserves more attention than it is getting.

  1. AWS Connect has expanded well beyond the contact center into talent, healthcare, supply chain, and workflow automation through Amazon Q. The strategic intent is vertical integration, and it is a direct challenge to the SaaS vendors in those categories. Whether it works is a separate question, but the ambition is clear.
  2. Google Cloud is in the pole position on AI infrastructure. First quarter revenue was up 63%, putting the platform at an $80 billion annual run rate, roughly half of AWS but growing faster. The AI stack, models, TPUs, and tooling is the most fully built out of any hyperscaler right now, and Google Cloud Next made that case comprehensively.
  3. ServiceNow's Knowledge conference introduced an AI control tower update worth watching closely. The new value calculator tracks AI spend, agent performance, and business outcomes in one place. For enterprises drowning in AI pilots and unclear on returns, a tool that actually tries to answer the ROI question is not a minor feature. It could be the killer app for the control tower.
  4. Apple's earnings flagged something that is going to ripple across every hardware and device category: memory supply is getting tight, and costs are going up. Macs are particularly constrained because demand for Mac Minis and Mac Studios from developers building with local AI models is outpacing supply. Every device maker will face versions of this problem, and the question of what gets passed to consumers remains open.
  5. The most interesting tab was the last one. GM and Rivian both reported earnings where software and services revenue is becoming a meaningfully larger share of the business. Rivian's software and services revenue rose 49% year over year, driven in part by its partnership with Volkswagen. Caterpillar is heading in the same direction. The pattern is clear: every company is becoming a software company, and AI is accelerating that transition faster than most investors are pricing in.

Why You Should Go to Canvas 2026

Constellation Research VP and Principal Analyst Chirag Mehta closed the episode with a question that cuts across every conversation about enterprise AI: Is AI making everyone faster, or is it making teams better?

Individual productivity gains from AI are real and measurable. A product manager can pressure test an idea in minutes. A designer can generate concepts almost instantly. An engineer can explore multiple implementation paths in the time it used to take to explore one. But faster individuals do not automatically create better-aligned teams. In fact, AI can amplify the small misalignments that already exist in an organization. More ideas, more plans, more prototypes, and the same fundamental questions left unanswered about what the team is actually building and why.

That is the collaboration challenge Miro is addressing with Canvas 2026, and it is why Miro is on the Constellation ShortList. The category is moving beyond digital whiteboards into platforms that help cross-functional teams structure work, apply AI, and move from ideas to coordinated outcomes. Shared context is becoming infrastructure. It is how strategy connects to execution, and how organizations ensure AI produces better decisions, not just more output.

Canvas 2026 is built around that conversation. If you are a product, engineering, design, or technology leader working through the same challenge, it is worth your time. Register here before May 19th.


Watch the full episode on YouTube and subscribe to Constellation Research for weekly enterprise technology debates, customer stories, and the five things you need to know.

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Why Chirag Mehta is going to Miro's Canvas 2026

Why Chirag Mehta is going to Miro's Canvas 2026

AI is making everyone faster. That part is largely solved. A product manager can pressure test an idea in minutes. A designer can generate concepts almost instantly. An engineer can explore multiple implementation paths faster than ever before. Individual productivity gains from AI are real and measurable.

The harder problem is what happens next. Faster individuals do not automatically create better-aligned teams. In fact, AI can amplify the small gaps that already exist in an organization. Teams can generate more ideas, more plans, more prototypes, and more analysis, and still struggle with the same fundamental questions: What are we actually building? Why does it matter? Who needs to be involved? What trade-offs are we making? How do we keep everyone moving in the same direction?

That is the question Miro is putting at the center of Canvas 2026, and it is the right question to be asking right now.


The Collaboration Gap Is a Structural Problem

The productivity conversation around AI has focused heavily on individual output. That is where the early wins are easiest to demonstrate and easiest to measure. But the enterprise does not run on individual output. It runs on coordinated team outcomes, which require something AI cannot provide on its own: shared context.

Shared context is how product, engineering, design, and technology leaders connect strategy to execution. It is how teams move from isolated AI experiments to coordinated product outcomes. It is how organizations make sure AI helps teams make better decisions, not just produce more output. Right now, that shared context layer is underdeveloped in most enterprises, and the gap is becoming more visible as AI accelerates everything around it.


Why Miro Is on the Constellation ShortList

Miro has been on the Constellation ShortList, and the reason is consistent with what Canvas 2026 is trying to address. The category is moving beyond digital whiteboards. What matters now is whether a platform can help cross-functional teams structure work, apply AI to that work, and move from ideas to outcomes with less friction.

That is a different value proposition than shared canvases and sticky notes. It is a platform question about how teams operate when AI becomes part of everyday work, not just a productivity tool sitting alongside it.


What to Watch at Canvas 2026

The most useful conversations at events like this tend to happen when vendors stop talking about capabilities and start talking about operating models. The question I will be bringing to Canvas 2026 is not whether AI can make individuals faster. That is settled. The question is how leading organizations are redesigning the way teams work together so that faster individuals actually produce better collective outcomes.

That means looking at how shared context is structured and maintained across functions, how decisions are made and documented when AI is in the workflow, and what it actually takes to move from an AI-assisted prototype to a shipped product.

If those are the questions your organization is working through, Canvas 2026 is worth your time. Register here before May 19th.

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CR CX Convo: What’s Next With AWS - A Sit Down with Amazon Connect’s Pasquale DeMaio

CR CX Convo: What’s Next With AWS - A Sit Down with Amazon Connect’s Pasquale DeMaio

For anyone who follows Constellation analyst Liz Miller's research, the premise is not new. She has been talking about Amazon Connect as an engagement backbone for years, but her position has remained the same: it is more than a contact center platform. It is the infrastructure layer that enables enterprises to engage with the humans they serve, whether those humans are customers, employees, candidates, or patients.

When Liz sat down with Pasquale DeMaio, VP of Amazon Connect, for this CR CX Convo, the takeaway was confirmation that the floodgates have officially opened, and enterprises still thinking of Connect as a call center tool are already behind the curve.


Deflection Is Dead. Full Stop.

Pasquale said it better than most analysts have. If your CX strategy is still built around deflection, containment, and average handle times, you are not solving a customer problem. You are solving a cost accounting problem. In a world where a customer can open ChatGPT and ask it to solve their issue, the moment you deflect them, you have handed them off to someone who actually wants to help. How long before your business is just option C on a list?

The shift Pasquale is describing is from optimization to problem solving. Not how do we get customers off the phone faster, but how do we actually resolve what they came for? That sounds obvious. It is not obvious in practice. It requires a complete rethinking of what success looks like, from metrics to incentives to how you design the experience itself.


The People Problem Was Never the People

This is the thread Liz keeps pulling on in every conversation about enterprise AI, and it showed up here in a big way. For years, the dominant approach to CX technology has been to treat people as the bottleneck. Agents talk too long. Recruiters take too long. Doctors spend too much time on documentation. The hammer has been pointed at the humans.

What Amazon Connect is doing differently is designing around what people are actually good at. Not replacing them. Not deflecting around them. Getting the technology out of their way so they can do the thing they showed up to do.

The story Pasquale told about the heart rate monitor study is the one that stuck. They asked agents to wear monitors while testing new software designed to reduce the administrative burden of their jobs. Heart rates went down. Stress levels dropped. And a less stressed agent does what? They focus on the customer. They solve the problem. They do the job they actually want to do.

That is not a small thing. That is the entire design philosophy, and it is the right one.


Hiring Is One of the Best Use Cases You Are Not Talking About

The talent product deserves more attention than it is getting in the broader conversation about where agentic AI delivers enterprise value.

Think about what traditional recruiting looks like at scale. Eighty candidates to make one offer. Thirty days on average to close that process. Meanwhile, the best candidates are hearing back from five other companies, and the window to make an offer they will accept is closing fast. Layered on top of all of that is the reality that human beings carry preconceived notions into every decision. Accents. Zip codes. Whether the recruiter slept well the night before. All of it seeps into decisions that are supposed to be about whether someone can do the job.

What Connect's talent solution does is restructure that entirely. The assessment is about capability. The interview is about fit. The recruiter gets clean, structured data without the noise, and they can move. Amazon Connect is running this process in under a day. For any enterprise dealing with mass seasonal hiring, that is not an incremental improvement. That is a completely different model.


The Real Opportunity Is in the Connections

This is where CxOs need to pay attention, because it is a conversation that hasn't happened enough yet.

Each of these use cases, contact center, hiring, healthcare, and supply chain, operates as its own intelligent system. But the moment you start connecting them, the value compounds in ways that are hard to overstate. Supply chain decisioning tells you that Christmas demand is starting two weeks earlier than last year. That changes your seasonal hiring timeline. Hiring data flows into your HCM. Customer profile data unifies across every touchpoint, so that marketing, operations, and the contact center all learn from the same signal.

Pasquale made a point worth underscoring: this is the moment to bring the CMO into the Connect conversation. Not because Connect is a marketing tool, but because the data flowing through this ecosystem is exactly what marketing needs to be genuinely proactive. And proactive does not mean a chatbot popping up on a website. It means understanding what a customer needs before they have to ask.

The enterprises that figure out how to string these pieces of intelligence together will have a structural advantage that is very hard to replicate.


Questions You Should Ask Right Now

If there is one question worth walking away with, it is this: where in your organization are people still being treated as the bottleneck, and what would it look like to redesign that?

Not with AI for the sake of AI. Not with deflection dressed up as self-service. But with technology that actually gets out of the way so people, customers, candidates, and patients can do what they came to do.

That is the premise on which Amazon Connect has been building for years. The difference now is the scale and the specificity of what is possible. The floodgates are open. The question is whether your organization is ready to walk through them.

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AI Governance and Innovation: From Data Center Risk to Exponential Leadership | DisrupTV Ep. 437

AI Governance and Innovation: From Data Center Risk to Exponential Leadership | DisrupTV Ep. 437

AI Governance and Innovation: From Data Center Risk to Exponential Leadership

As enterprises accelerate their adoption of AI, the conversation is rapidly evolving. It’s no longer just about capability—it’s about resilience, security, and governance at scale.

In this episode of DisrupTV, Vala Afshar and R “Ray” Wang are joined by Bob Gourley, David Bray, and Andrea Bonime-Blanc to explore what it really takes to lead in the age of exponential technologies.

From data center vulnerabilities to AI-driven cyber risk and board-level governance gaps, the message is clear: AI is forcing a complete rethink of leadership.

Data Centers: The Physical Reality of AI Risk

AI may feel abstract, but it runs on physical infrastructure—data centers, energy grids, and network systems that are increasingly exposed.

Modern data centers are often built for efficiency, not defense. Their proximity to public roads and urban environments introduces new risks, especially from drones and other low-cost attack vectors.

At the same time, physical and cyber threats are converging. Communication jamming, infrastructure disruption, and hybrid attacks are no longer theoretical scenarios. They’re becoming part of the operational threat landscape.

Layer in energy constraints, geopolitical dependencies, and grid instability, and a new board-level question emerges: what happens when your infrastructure can’t be powered or protected?

The “Messy Middle” of AI and Cybersecurity

AI is both a solution and a stress test for cybersecurity.

As both David Bray and Bob Gourley note, we’re entering a phase where AI will surface vulnerabilities faster than organizations can fix them. This doesn’t mean systems are getting worse—it means visibility is improving dramatically.

The result is a “messy middle”:

  • A surge in discovered vulnerabilities
  • Increased pressure on security teams
  • Short-term degradation in traditional KPIs

But this phase is necessary. It forces organizations to confront years of accumulated technical debt.

The organizations that succeed won’t be those that avoid the spike—they’ll be the ones that:

  • Prioritize effectively
  • Combine human expertise with AI-driven analysis
  • Measure response speed instead of raw vulnerability counts

Over time, this leads to a stronger, more resilient baseline.

Cloud, Edge, and the Rise of Simulation

Security is increasingly driving architectural decisions.

Cloud platforms offer resilience through scale, while edge computing enables localized, resilient AI capabilities when connectivity is disrupted.

At the same time, tools like digital twins are emerging as critical assets. By simulating real-world environments—supply chains, infrastructure, threat scenarios—organizations can test resilience before crises hit.

This is a shift from reactive security to proactive, scenario-based planning.

Exponential Governance: Leading in Pandora’s Era

Andrea Bonime-Blanc frames today’s moment through a powerful metaphor: Pandora’s box has been opened.

AI, along with other exponential technologies, is now widely accessible. There’s no going back—only forward with better governance.

She outlines five pillars for what she calls an exponential governance mindset:

  • Integrated governance across the full tech lifecycle
  • A culture that rewards responsibility, not silence
  • Deep awareness of stakeholder impact
  • Resilience built for compounding crises
  • Structured foresight to anticipate what’s next

This isn’t about slowing innovation—it’s about steering it.

Bridging Builders and Guardians

A recurring tension in AI is between speed and safety.

On one side are the innovators pushing boundaries. On the other are the risk leaders focused on long-term consequences.

The organizations that win won’t choose one over the other. They’ll integrate both:

  • Engineers working alongside ethicists
  • Product teams aligned with governance leaders
  • Innovation informed by accountability

This collaboration turns risk into a design input—not a post-launch constraint.

The New Mandate for CEOs and Boards

Across the discussion, several leadership imperatives stand out:

  • Build an AI strategy grounded in strong data foundations
  • Get hands-on with AI tools to understand their impact
  • Encourage dissent and “responsible heretics”
  • Rethink outdated assumptions (like “data is the new oil”)
  • Embed governance into innovation from day one

Perhaps most importantly, boards must evolve.

Curiosity, humility, and situational awareness are no longer optional traits—they’re core competencies in an AI-driven world.

Key Takeaways

  • AI infrastructure is a physical risk surface, not just a digital one
  • Cybersecurity will get harder before it gets easier as AI exposes hidden vulnerabilities
  • Resilience—not prevention—must become the primary security mindset
  • Governance must evolve from reactive oversight to proactive design
  • The future belongs to organizations that integrate innovation with responsibility

Final Thoughts

AI is not arriving in a vacuum. It’s landing in a world already shaped by geopolitical tension, infrastructure fragility, and systemic risk.

That’s what makes this moment different.

The organizations that treat AI as just another technology upgrade will struggle. The ones that treat it as a catalyst to rethink security, governance, and leadership will gain a real advantage.

Because in the end, AI doesn’t just scale systems—it exposes them.

And the question leaders must answer now is simple: are your systems, your governance, and your leadership ready for what AI will reveal?

Related Episodes

If you found Episode 437 valuable, here are a few others that align in theme or extend similar conversations:

Tech Optimization New C-Suite Digital Safety, Privacy & Cybersecurity AI Chief Executive Officer Chief Technology Officer Chief AI Officer Chief Experience Officer

From “activation energy” and agent orchestration to donkeycorns and relationship capital, DisrupTV 425 explains what actually separates AI hype from real business impact.

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