พอดคาสท์ Itp ชั้นนำ (2025)

1
Classic episode: Can better connectivity boost rural business? 38:17

1d ago38:17

38:17

This episode was first published on 10 January 2025. Anyone who works outside of a major city, or has ever tried to get work done while on a trip to a more rural location, knows that rural connectivity can be patchy. Despite the UK’s high population density and relative lack of difficult terrain, rural connectivity remains an uneven picture. Many r…

1
Inside a cloud outage 30:41

8d ago30:41

30:41

The end of October was punctuated with a series of major cloud outages, first at AWS and then at Microsoft, bringing a wide range of websites and business applications offline. In the previous episode, we spoke about this in a reactive sense – the immediate customers impacted and the likely causes. But it's also important to break the problem down …

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SPECIAL EDITION: The trillion dollar services opportunity 23:28

10d ago23:28

23:28

The global services market is expected to grow at 8% compound annual growth between now and 2028, representing a $1.7 trillion opportunity. But partners looking to seize on this opportunity face a slew of challenges. Establishing a services offering for customers demanding the scale of the cloud and complex technologies like AI is difficult without…

1
October rundown: AWS chaos and supercomputers surging 33:54

15d ago33:54

33:54

It’s Halloween! And what better way to mark the day than discuss one of the biggest horror stories of October? We are of course referring to the AWS outage, which on 20 October took down some incredibly notable websites and caused global disruption. It’s the latest, most severe example of why data centers are considered critical infrastructure – an…

1
ITPM Flash Ep94 Charged Up $MVST 8:01

16d ago8:01

8:01

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The world is going electric faster than you think — but not just for passenger cars. In this episode of ITPM Flash, Philip Klein presents Microvast ($MVST) — a U.S.-based advanced battery company powering the commercial EV revolution. While Tesla…

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Has business hardware peaked? 26:10

22d ago26:10

26:10

Business software is evolving faster than ever before, with advancements such as AI spurring developers to introduce new ways of working and interacting with the software layer. But by and large, business hardware has stayed much the same for the past decade. With a few notable exceptions, the laptops, desktops, and portables we use for work today …

1
ITPM Flash Ep93 Uniformly Stretched $CTAS 11:13

23d ago11:13

11:13

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Slowing job creation and stagnant wages make Cintas ($CTAS) uniformly stretched. In this episode of ITPM Flash, Edward Shek presents a short idea on Cintas ($CTAS) — the U.S. market leader in workplace uniforms and hygiene services. While Cintas …

1
Dreamforce 2025: What's an agentic OS? 28:31

29d ago28:31

28:31

San Francisco has played host this week to one of the biggest tech conferences of the year, Salesforce Dreamforce. The stalwart event has seamlessly transformed from being all about cloud for the best part of 20 years to being heavily AI focused in the past two years. What can we learn from the pronouncements – and contradictions – being delivered …

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ITPM Flash Ep92 Warfare Backlog Optionality 10:56

1M ago10:56

10:56

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Defense stocks are booming in 2025 — and Huntington Ingalls ($HII) might be the biggest winner of them all. In this episode of ITPM Flash, Dieter Plas presents a long idea on Huntington Ingalls Industries ($HII) — America's largest military shipb…

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Are AI PCs becoming the norm? 30:41

1M ago30:41

30:41

The rise in popularity of generative AI has been centered largely around cloud AI, with popular chatbots and models accessed via API or dedicated websites. But with the right hardware, AI models can also be run on-device – and PC manufacturers are rushing to fill this niche. AI PCs are quickly becoming the norm for new product lineups, with special…

1
ITPM Flash Ep91 Roll Up, Roll Up, Roll Up! 8:38

1M ago8:38

8:38

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony Iser is looking past the noisy macro backdrop and backing a proven roll-up model in the fragmented building materials sector. Serial dealmaker and CEO Brad Jacobs has injected over $1B of his own capital in to QXO and is e…

1
Is vibe coding the future? 32:44

1M ago32:44

32:44

As developers have embraced AI to a greater degree, many have hailed the rise of so called vibe coding, in which broad prompts are given to AI models to produce refined code that's actionable and in many cases deployable. But vibe coding also comes with risks, because by its very nature it's more of a hands-off activity. It decreases the degree to …

1
ITPM Flash Ep90 The Sky is the Limit 9:45

1M ago9:45

9:45

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Ben Berggreen revisits his June long play on Unity Software — with the underlying now up nearly 80% — before turning to a fresh small-cap tech idea: Ondas Holdings. With its mix of government-backed networking contracts and fast-g…

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SPECIAL EDITION: Turning business data into business value 43:28

1M ago43:28

43:28

In modern businesses, your data is your value. This is not a new concept, but it can be a struggle to understand where to start when it comes to harnessing your data effectively. Unstructured data, which can be generated in massive quantities before it ever produces value, can be especially difficult to handle. But if this task is completed correct…

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September rundown: The UK becomes an AI playground 23:06

2M ago23:06

23:06

The UK has immense AI potential, according to some of the biggest names in tech, with Nvidia CEO Jensen Huang having described the region as being in a “Goldilocks circumstance” due to its strong AI ecosystem and rich academic history. This month, the US tech ecosystem made its first significant contribution to recognizing this reality with tens of…

1
Getting a grip on digital identity 34:45

2M ago34:45

34:45

Identity management in security has been a difficult issue for many years, but the arrival of AI and AI agents has only complicated this picture. In addition to human and machine identities, cybersecurity professionals now have to handle potentially 1000s of AI agent identities across MCP and API endpoints. How can businesses handle all of these co…

1
SPECIAL EDITION: Bridging the data disconnect 31:16

2M ago31:16

31:16

Artificial intelligence has made data more useful and accessible to businesses than ever, but if businesses want to get the most from their data they have to get it in a fit state to use. There’s a significant disconnect between IT specialists, CEOs, and other parts of the business when it comes to understanding what this means and how ready they a…

1
Is all-photonics the future of networking? 25:26

2M ago25:26

25:26

The flow of data is core to businesses all around the world – how much can be transmitted, and at what speed, is a fundamental aspect of IT systems ranging from cloud computing to the frontier of AI models. In data centers, the tech sector is focused on reducing latency, improving bandwidth, and reducing energy consumption to improve AI performance…

1
ITPM Flash Ep89 Go Stealthy Stay Wealthy 11:37

2M ago11:37

11:37

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek revisits the SaaS de-rating theme before shifting focus to a stealth data center trade in Chemours (CC). Despite years of "tough love" as a low-growth cyclical, the stock is 50% off the summer lows and now has three c…

1
ITPM Flash Ep88 Guac' the Hell is Going On? 10:30

2M ago10:30

10:30

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Chipotle's $13 burritos aren't selling like they used to — and Raj Malhotra thinks the growth story is over. With sales stalling, margins slipping, and a sky-high valuation, CMG could be heading for a major re-rating. In this episode, Raj present…

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Let’s talk about digital sovereignty 22:38

2M ago22:38

22:38

Digital sovereignty is an issue that has been bubbling away in the background of IT for some time but doesn’t often see the limelight. In this episode of the ITPro Podcast, we’ve decided to change that. From sovereign clouds to AI, Jane McCallion and Ross Kelly dig into what digital sovereignty is, how it’s being used, and its relationship with AI,…

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August rundown: Are AI job losses a fantasy? 16:41

3M ago16:41

16:41

In a recent episode of the podcast, we discussed the potential for AI to actually replace developer jobs. This is a complicated issue, as one has to consider both the accuracy of outputs – how well LLMs can code – as well as what execs think it can do. Well, AWS CEO Matt Garman has weighed in this month, calling replacing devs with AI “the dumbest …

1
ITPM Flash Ep87 RIP SAAS? 12:11

3M ago12:11

12:11

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek dives into the cracks forming in the SaaS business model and what it could mean for major players like Salesforce (CRM). From commoditization of code and AI-driven efficiency pressures to the dominance of hyperscalers…

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Classic episode: How can we support CISOs better? 38:32

3M ago38:32

38:32

This episode was first published on 13/10/23. The role of chief information security officer is among the most important in any firm. CISOs shoulder a heavy burden, with responsibility for protecting their company’s data, infrastructure, and associated assets. As the tech stack has grown, so too has the pressure on those in the role. CISOs have to …

1
Can cyber group takedowns last? 17:19

3M ago17:19

17:19

Every now and then, international law enforcement announces a stunning takedown of a cyber crime group. Typically realized in the form of website shutdowns, in which the National Crime Agency logo is emblazoned across the dark web site of would-be hackers, these are powerful PR moves to show that cyber crime doesn’t always pay – and the seriousness…

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ITPM Flash Ep86 A Slippery Slope 10:33

3M ago10:33

10:33

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Ben Berggreen breaks down a high-conviction short opportunity in the energy space, triggered by a sudden shift in ISM sector data and weakening fundamentals in major oilfield service companies. Focusing on Schlumberger, he outlin…

1
ITPM Flash Ep85 Mid-Cap Insurance 12:20

3M ago12:20

12:20

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser breaks down the current market mood, which is cautiously optimistic despite mixed economic data. He highlights strong corporate earnings, especially in tech, and massive ongoing hyperscaler CapEx as key positives, wh…

1
Will devs lose their jobs to AI? 27:43

3M ago27:43

27:43

For years, we humanities graduates have been told variations of the following message: you’re better off learning to code, because we’ll always need developers but writers will go the way of the dodo. But advances in AI since 2022 have put this to the test. While human writers are no doubt being forced to compete with AI-written content, developers…

1
ITPM Flash Ep84 A Shoe-in 12:03

4M ago12:03

12:03

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Raj Malhotra explains why the recent rally in the S&P 500 could still have legs, potentially reaching 7100+ by next May if history repeats. But the key, he argues, is breadth: a broad-based rally across sectors, not just large-ca…

1
July rundown: Salt Typhoon and SharePoint scares 15:03

4M ago15:03

15:03

As the old saying goes, it never rains but it pours. And, seeing how we’re based in the UK, it would be fitting that the month this most accurately described in 2025 so far has been July. In the past four weeks, two almighty security stories have broken, with far-reaching implications for the tech sector and beyond. First, we learned that the China…

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Can the UK ban ransomware payments? 20:14

4M ago20:14

20:14

Ransomware payments could soon be a thing of the past in the UK – at least that’s the hope of new controls and mandatory reporting requirements to prevent ransomware from inflicting damage on UK businesses. Under government proposals, public bodies and operators of critical national infrastructure would be banned from paying up when they’re hit by …

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