Every enterprise vendor is talking about AI agents — but without understanding how your business actually operates, the returns will fall short. In this episode, diginomica's Derek du Preez talks with Carsten Thoma, President of Celonis, about why operational context is the missing ingredient for enterprise AI. From freeing processes from vendor lock-in to the SaaS-pocalypse debate to a renegotiation of the social contract, Thoma makes the case for operational truth before automation.