Views from the Top

From Cloud to AI: Where the Real Value Is (and Where It Isn’t)


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In this episode of Views from the Top, Arma Partners’ Andrew Wheatley sits down with Pontus Noren, founder of Cloudreach and Ensemble AI, to unpack what actually drives technology adoption - from the early days of cloud to today’s AI wave. They discuss why enterprises move slower than expected, where AI is genuinely creating value, and what most people are getting wrong.


Episode Highlights:

  • Why AI won’t transform enterprises as fast as people think
  • The shift from systems of record to systems that actually reason
  • How “software with a service” is replacing traditional SaaS models
  • Where AI delivers real ROI today (and where it doesn’t)


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Views from the TopBy Arma Partners