AWS for Software Companies Podcast

AWS leader Olawale Oladehin breaks down the architectural patterns, flywheel dynamics, and human skills product teams need to win in the rapidly evolving agentic era.
Topics Include:
AI represents the biggest product opportunity since the invention of cloud computing.
Software companies are updating AI systems faster than ever before.
Engineering team roles are fundamentally changing in the agentic era.
OpenAI hit a $30B run rate in under three years.
The economics of building software have permanently and radically changed.
AI-native startups are reaching $100M revenue with fewer than 50 people.
Your company's best product may not yet be on the roadmap.
The biggest AI white spaces are automation, healthcare, sales, and finance.
Disruption isn't the right frame — recalibration is.
Existing customers, distribution, and domain expertise are structural advantages.
Five differentiators: data, workflow depth, domain expertise, feedback loops, and trust.
Every quarter of delay lets competitors complete their flywheel ahead of you.
Six flagship AI models released in just 25 days recently.
Open-weight models are rapidly closing the gap with frontier models.
Model modularity is now essential — today's frontier is tomorrow's commodity.
Durable truths matter more than chasing every new technology shift.
Speed, integration depth, and compounding trust are enduring customer priorities.
Agentic workloads consume 50K tokens versus 1–2K for simple chatbots.
Multi-agent orchestration mirrors the shift from monoliths to microservices.
Observability, guardrails, and compliance must be pulled up, not pushed down.
Vertical specialization will consistently outperform horizontal scale over time.
The World Economic Forum ranks AI literacy as the fastest-rising workforce skill.
As automation grows, human skills like empathy and creativity matter more.
AI is compressing the PM workflow from weeks of research to two hours.
Culture, change leadership, and continuous learning are now competitive advantages.

Participants:
Olawale Oladehin – Managing Director, NAMER Technology Segments, Amazon Web Services

See how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Executives from ServiceNow, TwelveLabs, and AWS share unfiltered lessons on organizational change, data strategy, and best practices for scaling AI products worldwide.

Topics Include:
Three panelists explore scaling and monetizing agentic AI products.
ServiceNow built entirely new prompt engineering roles from scratch.
Evaluations-first culture replaced traditional QA — a major mindset shift.
TwelveLabs' "Tokens Never Sleep" initiative broke down team AI resistance.
Unlimited token usage revealed how underused AI actually is.
Rich: the competitive window for acting on AI is closing.
ServiceNow's DART program governs customer data for evaluation only.
Enterprise data governance is fundamentally different from consumer companies.
Disorganized internal data breaks agentic systems — structure comes first.
Your data, not your model, is your competitive advantage.
Krish's surprise: enterprise governance made model training nearly impossible.
Jae: powerful AI tools erode human opinions faster than expected.
Rich: boardroom-to-shop-floor AI adoption is unlike any previous wave.
Customers began favoring velocity after watching competitors win with it.
ServiceNow shipped agents at 20% resolution — then iterated upward.
Focus early agents on reversible, low-risk, two-way-door actions.
AWS tracks internal AI adoption in a structured weekly mechanism.
TwelveLabs' two models power sophisticated video RAG workflows at scale.
A Hollywood studio cut full episodes to four minutes using them.
Voice agent worked perfectly in demos — broke immediately in production.
Customers now measure how fast a product is getting smarter.
Future-proofing infrastructure is every product leader's top anxiety today.
MCP and A2A enable message-passing — but deeper problems remain.
Semantic mismatch, agent identity, and trace governance remain unsolved.
Tiered autonomy, trust, and data foundations define who ultimately wins.

Participants:
Krish Ganapathy | VP, AI Science, Architecture and Tools, ServiceNow
Jae Lee | CEO & Co-Founder, TwelveLabs
Rich Geraffo | Vice President & Managing Director, North America, AWS
Moderator: Connie de Lange | Marketing Director, North America, AWS

See how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

From 3am war rooms to self-healing infrastructure, LogicMonitor's GM of AI shares a compelling vision for how observability and agentic AI are transforming IT organizations worldwide.
Topics Include:
LogicMonitor is a 15-year-old AI-powered hybrid observability company.
Their AI product, Edwin AI, targets IT alert fatigue and noise.
Enterprise IT teams are drowning in signals from dozens of monitoring tools.
Generative AI evolved from machine learning — agents are the next frontier.
LogicMonitor's first Edwin use case: help teams know what to focus on.
Key lesson learned: stop chasing perfection and start experimenting faster.
AI adoption requires serious change management, not just technical deployment.
Success metrics should be process efficiency, not vanity adoption numbers.
LogicMonitor accelerated software releases from monthly to weekly to daily.
AWS Bedrock powers Edwin AI; Agent Core reduces infrastructure complexity.
Agentic AI will run long, complex workflows without human intervention.
The future is self-healing infrastructure — systems that sense, fix, and notify.

Participants:
Karthik Sj – General Manager of AI, LogicMonitor

See how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Cohesity CPO Vasu Murthy breaks down how enterprise data protection has evolved into a 24/7 cyber recovery operation — and why the battle against ransomware is now being fought with AI on both sides.
Topics Include:
Cohesity protects, secures, and provides insights into enterprise data globally.
70% of Fortune 500 companies trust Cohesity with their critical data.
Cyber attacks are now the dominant threat to enterprise data resilience.
Cohesity recently merged with Veritas, dramatically expanding its customer base.
Real-world rescue: a cyber-hit company ran payroll on time anyway.
Recovery operations run 24/7, with dozens of active rescues at any time.
The threat landscape is now AI versus AI — and escalating fast.
Cohesity enables customers to practice cyber recovery drills through automation.
AI is accelerating product cycles — planning that took months now takes weeks.
More than a third of Cohesity's latest release was AI-assisted code.
Flatter teams and less hierarchy are defining the new CPO playbook.
AWS partnership innovations like Glacier Instant Retrieval delivered 30% cost savings.

Participants:
Vasu Murthy – Chief Product Officer, Cohesity

See how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

CTO Sam Pierson explains how Qlik’s associative engine and agentic AI are transforming the way businesses uncover insights and what’s next on the data frontier.
Topics Include:
Qlik is a 30-year-old data analytics and AI company with global customers.
Qlik's associative engine surfaces insights from data you aren't even examining.
A paper manufacturer optimized supply chain routing and navigated tariff complexity.
Generative AI can't easily query databases — Qlik's engine bridges that gap.
Qlik built an agentic layer enabling natural language conversations with your data.
MCP integration lets users access Qlik insights directly from tools like Claude Desktop.
Qlik runs entirely on AWS, with global regions built around local compliance requirements.
The AWS partnership prioritizes mutual success over transactional service relationships.
Agents will mature in 2026; some agentic bets will succeed, others will be refactored.
Fine-tuned, smaller language models will grow in importance alongside larger ones.
AI adoption requires restructuring workflows end-to-end, from product spec to go-to-market.
Qlik is hiring for curiosity and agency — people who experiment without waiting for permission.

Participants:
Sam Pierson – Chief Technology Officer, Qlik

See how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/