The Big Themes:

• We’re getting back to normal – which is awesome: But the markets are crazy and the blank check companies – or SPAC as they’re often called – are red hot.
• Private schools are expensive: Do you want to get that Gulfstream or not?
• These magical moments: A lot of these companies want to delight their customers. They absolutely do make these companies more efficient.
• There’s a bigger mountain over there: We’re looking over there and saying it’s a ton of fun right now.

The Big Quotes:

“I think they will both be fabulously successful – great companies that are here to stay.”

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The Big Themes:

• Manufacturing is hot again: In this country there’s a Renaissance, I love it because I joined Thomas four years ago with the idea it is going to get white hot again.
• The millennial generation: Young people in particular are starting to imagine what their future might look like, and what manufacturing provides for them that other technology doesn’t.
• The Dollar Shave Club: The technology enabled the ability to create a subscription business out of razors into a retail outlet of my brand of razor.
• If you're a horizontal player: At some point you’ve got to understand that your entry into a marketplace needs to be vertical.

The Big Quotes:

“So the idea that a computer company could be a car company and a car company could be a computer company is not a reach today. It's a reality.”

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The Big Themes:

• The appetite for industry solutions is expanding in a very big way: Speaking the language of our customers is key.
• AI becomes much richer: The key element is how do you imagine the whole thing using AI – including industry-specific data models, processes, and analytics.
• Industry-specific offerings: Partners and customers building on top of not only our 360 platform but also industry-specific clouds.

The Big Quotes:

“We have seen an immense need from our customers and we have responded in kind by building and acquiring these companies, which are based on top of our plan.”

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The Big Themes:

• Results based upon ~400 vetted project reviews: Completed by customers involved with the implementation of SAP, Oracle, and Workday within the past 24 months.
• On-budget delivery scores: As a rule of thumb, customers should figure on 1.5x the proposed amount for implementation.
• The team stayed the same – no changes: If you are like the majority of customers, your team is likely to change during the course of the project.
• Highest satisfaction for partner and project: SAP
• Highest satisfaction for software: Workday
• Most responsive during implementation: Oracle

The Big Quotes:

“All three vendors here are fairly neck and neck in terms of change orders.”

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The Big Themes:

• The business case for becoming a category creator in 2021: The “be different” category designers captured 51% of the revenue growth, and 80% of the market capitalization growth.
• Net worth of a typical White family is $171,000: Ten times greater than that of a Black family ($17,150). (Brookings)
• 10-second video clip just sold for $6.6M in “Non-Fungible Tokens” (NFTs): This selling of a piece of digital art has changed the future. A new category design could have profound implications.
• Netflix moves 2% of its cash to Black-owned banks. Twitter, Costco, others join in; Netflix moves $100M. Where do you bank?

The Big Quotes:

“They're trying to move the world from one way to another way. They take big risks in doing it. They have to have a point of view.”

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The Big Themes:

• The economy is opening up: Are you ready? Businesses are developing new ways to delight customers and the federal government is about pump more capital into the market.
• Invest in capabilities to win: Cloud, ERP/CRM, collaboration tools, networks (5G/Starlink/SD-WAN), and teleoperations (AR/robotics/low-latency networks).
• How do you budget for IT? Old: Centralized as a fixed number percentage of sales. New: Business-unit led with tech purchases seen as *business investments* rather than “IT spending.”
• The ability to move faster is a hallmark of true digital transformation: It’s far more important that CEO/CFO/BoD unshackles the IT investment process than investing in any specific thing.

The Big Quotes:

“So the worst outcome is we’ve got a tiger by the tail and they're multiple tigers running off in multiple directions.”

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The Big Themes:

• We immediately solved all their networking and network security issues: Now we are enabling them to actually deploy – and now they’re looking at going beyond that first cloud and two or three other clouds.
• Aviatrix is the new Snowflake: Snowflake raised $1.4B. We’ve raised $150 million. The only reason people aren’t using Aviatrix now is they never heard of Aviatrix. That’s going to change.
• Power of visibility: The center of gravity is now moving to the cloud, and we need that level of visibility and control.
• A new leader is going to emerge: If you're not working with Aviatrix yet for your networking in the cloud, you need to call us.

The Big Quotes:

“I think we’re going to surpass Snowflake, because the network was the most important part of the stack.”

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The Big Themes:

• Blending old and new communication channels: It’s that personal connection that we’re really pushing with many of our clients, and now we’re able to consult with several clients about their talent acquisition strategy.
• A huge passion: Moving a client from a passive to an active recruiting model is the right thing.
• Treating a candidate with respect: In the end when you turn them down, they still feel like you are someone that’s been their biggest advocate.
• Innovative and disruptive leader in HR: There are many out there today, and we’ve seen HR become more strategic.

The Big Quotes:

“There are companies out there that really have figured that out. Many of them are tiny or small companies, but they've just done it brilliantly.”

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The Big Themes:

• Digital question marks left and right: It’s the old BCG (Boston Consulting Group) matrix. Figuring out how to regenerate and develop their future cash cows.
• Everybody’s innovative: Most firms are incrementally innovative vs. transformationally innovative. To create this muscle allows me to keep up with the market.
• The path to extinction: The withering on the vine is pretty apparent. Can these leaders be bold enough to say the very things that take their companies down a different path?
• We started with this notion of the word: The word is “I.” An incredibly powerful word but where does “I” come from?

The Big Quotes:

“In terms of universal truth, this is one that struck me as something I've encountered quite a bit in the last number of weeks.”

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The Big Themes:

• No more looking in the rearview mirror: We’re talking about what we can do looking out at the front of the car, and how we can steer the car going forward.
• The CIO’s next adventure: You’ve done all the hard work to get yourself to a point where you can help these companies do this.
• Truly transformational business functions: We’re going through a transformation right now where we shift information from something that is relegated to the back office, to something that changes how each of these business functions work.
• How do we maximize revenue? How do we optimize lifetime value? And the reality is you've got to apply industry insights on top of that.

The Big Quotes:

“Be the person who's going to the board and wowing them with how this can transform your business.”

This episode is brought to you by BMC Software.

Visit Cloud Wars for more.