The Big Themes:

• Turnover in a post-pandemic world. It appears that we’re going to see a higher level of turnover in companies as we come out of the pandemic. A year of forced locked down, a strong economy emerging and a sense of “a need for change” is driving this increase turn over. This is both a problem as well as an opportunity for business leaders today.
• Industry cloud: Market transition or marketing hype? The major tech players are jockeying for position to dominate the emerging position of vertical industry clouds. This is far, far more than simply new marketing nomenclature and positioning.
• Manufacturing is the next big tech market. Reshoring, the Buy American Act, the Berry Amendment have accelerated investment in technology and a pent-up economy are creating a massive sustained resurgence in manufacturing.
• This is also creating a massive opportunity for tech vendors: Many of whom have yet to really understand the depth of the market opportunity that manufacturing represents today.

The Big Quotes:

“We have a division called Thomas Industrial Data – now that we're selling data into hedge funds and private equity firms.”

This episode is brought to you by BMC Software.

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