In this episode of Technovation, Peter High speaks with Saam Motamedi, General Partner at Greylock Partners, about the evolving role of artificial intelligence within the enterprise technology stack. They discuss how venture capital approaches enterprise AI companies at an early stage, how large enterprises are evaluating changes to their technology stacks, and what implications AI may have for workforce dynamics.

Saam shares perspectives on how AI may influence infrastructure decisions, application development, and software business models over time.

Key insights include:

• Shifts in enterprise infrastructure strategy

• Usage- and outcome-based software economics

• The future of AI agents

• What large enterprises should understand about emerging AI startups

Is your AI strategy ready for scale or headed for failure?

In this episode of Technovation, leaders from Norfolk Southern, McCormick & Company, and Vulcan Materials joined us at our Metis Strategy Summit to discuss what it really takes to move from AI pilots to enterprise impact. From AI factories and predictive transportation platforms to hybrid operating models and reward system redesign, this conversation dives into the operational and cultural realities of scaling AI in complex organizations.

Key highlights:

• Why 2026 is shaping up as the “scale or fail” year for AI

• How to industrialize AI with data platforms and governance

• Embedding technologists in business functions for contextual impact

• The critical role of AI literacy and trust

• Aligning incentives to drive behavioral change

Innovation isn’t slowing down, but in many enterprises it’s becoming invisible.

In this episode of Technovation, Peter High speaks with Sean Murphy, Founder and CEO of DemoHop, about why distributed work is trapping great ideas inside organizations and what CIOs can do to fix it. Sean explains how weak ties across enterprises have eroded, why peer-to-peer discovery beats status meetings, and how visibility is becoming the missing ingredient for scaling AI.

Key topics include:

• Why innovation gets trapped in distributed organizations

• How science fair–style demo days reduce duplication

• The hidden role of weak ties in creativity and breakthrough

• Making enterprise AI work visible and scalable

• Building credibility for technology teams with business leaders

Innovation in healthcare doesn’t start with AI. It starts with operational stability.

In this episode of Technovation, Peter High speaks with Chad Wasserman, CIO of HCA Healthcare, about leading technology at massive scale while keeping patient care at the center. Wasserman explains why “operational quiet” is the foundation that makes AI, data, and digital transformation possible and how HCA balances innovation with reliability across thousands of sites of care.

Key topics include:

• Why stability is a prerequisite for innovation
• Treating IT as an extension of the care team
• Scaling AI responsibly in clinical and engineering domains
• Building data platforms to support generational change
• Developing technologists through deep business immersion

What if the real driver of digital disruption isn’t technology, but unit economics?

In this episode of Technovation, Peter High speaks with Dan Gill, Chief Product Officer of Carvana, about how disciplined unit economics power one of the most ambitious e-commerce models in retail. Rather than leading with engineering for its own sake, Carvana focuses relentlessly on eliminating friction, capturing profit pools, and reinvesting those economics back into customer value.

Key highlights from the episode:

• Vertical integration and competitive advantage

• Deterministic, self-service digital experiences

• Proprietary platforms vs. off-the-shelf tools

• AI-human collaboration at scale

How can early-stage investors deliver repeatable, outsized returns—without chasing hype?

In this episode of Techoventure, Mark Fernandes, Managing Director at Sierra Ventures, shares the disciplined model behind one of the industry’s most consistent early-stage venture firms. Sierra’s strategy is designed for repeatable 3–5x returns by focusing on founder-market fit, tight portfolio construction, and tech-savvy sectors like AI, cloud, and cybersecurity.

Key insights include:

• The four-part rubric Sierra uses to vet early-stage founders

• Why fund size discipline is critical to long-term VC performance

• How Sierra balances seed and Series A checks with portfolio theory

• The power of “AI enablers” in healthcare, legal, and vertical SaaS

• The 20-year evolution of Sierra’s CXO Board and its enterprise value

Is AI coming for your job—or just changing how you work?

In this episode, Wall Street Journal technology columnist Christopher Mims shares a grounded, deeply informed perspective on how AI is reshaping productivity, creativity, jobs, and knowledge work. From the pitfalls of overhyping generative AI to the rise of agentic systems and the enduring role of classic AI, Christopher unpacks what leaders need to know now. He also highlights how experts benefit most from AI, what happens when organizations anchor too heavily on AI tools, and why handwritten notes, walking meetings, and skepticism are critical in the AI age.

Key highlights from the episode:

• Why experts extract more value from generative AI
• How CEOs are freezing junior hiring while boosting senior productivity
• Mims’ concept of “work slop” and how to avoid it
• Why hallucinations are structural in AI and require human oversight
• Tips for AI adoption that preserve creativity and context

How does a 100-year-old manufacturing leader reinvent itself through autonomy and AI?

In this episode, Caterpillar CTO Jaime Mineart shares how her team is transforming industrial work sites using robotics, machine intelligence, and real-time data. From mining to construction, the company is applying decades of engineering expertise to modern digital challenges, partnering with customers to co-develop scalable automation solutions.

Key highlights from the episode:

• How autonomy is expanding beyond mining into quarries and construction
• What makes Caterpillar’s AI adoption strategy unique—and replicable
• Inside the Helios platform and NVIDIA partnership powering data-driven insights
• Why the company pledged $100M to upskill the workforce of the future
• Lessons from scaling R&D with real-world customer involvement