Is AI just another tech bubble or the defining platform shift of this era?

Duncan Davidson, Co-Founder and General Partner at Bullpen Capital, argues that the answer lies in one critical distinction: Is the technology being used for its core purpose? In this episode of Technoventure, Duncan draws on his experience across the PC boom, dot-com era, mobile, and now AI to explain why real adoption signals durability.

He also explores why CIOs can’t afford to sit out a boom, how AI agents may disrupt the SaaS model, and why history suggests productivity revolutions create more opportunity than they destroy. For technology leaders navigating board-level AI pressure, this conversation reframes the question from timing the bubble to strategically participating in the inflection.

Key insights include:

• Why core-use adoption determines whether AI is hype or a true platform shift

• Why leaders must participate in tech booms rather than try to time the peak

• How to distinguish defensible AI innovation from fragile “wrapper” plays

• What historical signals indicate when a technology boom is nearing exhaustion

How do you scale AI in a regulated enterprise without risking trust, compliance, or credibility?

In this episode of Technovation, Nick Colisto, CIO of Avery Dennison, and Sathish Muthukrishnan, Chief Information, Data & Digital Officer at Ally Financial, share how they are moving from AI pilots to measurable enterprise impact.

From governance-first implementation inside a federally regulated bank to CFO-grade ROI tracking across a global manufacturing enterprise, this conversation focuses on the discipline required to operationalize AI at scale.

Key highlights include:

• Why one AI misstep can set a regulated enterprise back years

• How to win over risk, audit, and compliance before scaling

• Embedding “human-in-the-loop” safeguards from day one

• Measuring AI-enabled initiatives using EBIT and IRR

• Taking credit for AI embedded in SaaS platforms

If you’re leading AI in a regulated or board-visible environment, this episode offers a pragmatic blueprint for scaling responsibly.

🎧 Listen to learn how CIOs are turning AI experimentation into enterprise value.

Can trust be engineered into digital systems or is it purely cultural?

In this episode of Technovation, Peter High speaks with Jimmy Wales, co-founder of Wikipedia and author of The Seven Rules of Trust, about designing platforms that scale without sacrificing integrity. From neutrality policies to radical transparency and human-in-the-loop AI governance, Wales shares how trust must be built, not assumed.

Key highlights from the episode:

• Why trust operates at a human scale, even inside global platforms

• How incentives shape behavior, and why ad-driven models distort integrity

• Lessons from Airbnb’s early trust crisis

• Managing generative AI with human oversight

• Neutrality as a strategic discipline in polarized times

Is AI really eliminating jobs, or is it redefining skills?

In this episode of Technovation, Peter High speaks with Ehren Powell, Chief Digital Officer of Marathon Petroleum Corporation, about leading digital transformation at one of America’s largest and most complex industrial enterprises. Powell shares how he is building a skills-first organization—decomposing roles, augmenting capabilities with AI, and reassembling work around differentiated processes.

Key topics include:

• Why AI should be treated as a value multiplier—not a strategy

• How data contextualization unlocks massive sensor environments

• The creation of data domain ownership across the enterprise

• Applying edge technology and AI to improve safety and reliability

• Why curiosity and reinvention define the future workforce

You can’t scale AI on fragmented data.

In this episode of Technovation, Peter High speaks with Ogi Redzic, Chief Digital Officer of Caterpillar, about the foundational platform transformation that made rapid AI innovation possible across a $65B industrial enterprise.

Ogi shares how retiring legacy systems, consolidating data into the Helios cloud platform, and establishing trusted data pipelines enabled CAT Digital to launch an enterprise AI assistant in just 10 months.

Key topics include:

• Building Helios to process millions of data pipelines daily

• Turning unplanned downtime into predictive maintenance at scale

• Scaling $5B in industrial e-commerce

• Partnering with NVIDIA on edge AI and digital twins

• Aligning digital teams to measurable business outcomes

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