최고 Itp 팟캐스트 (2025)

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

3d 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…

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Is vibe coding the future? 32:44

3d 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 …

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ITPM Flash Ep90 The Sky is the Limit 9:45

3d 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

4d 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

10d 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…

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Getting a grip on digital identity 34:45

17d 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…

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SPECIAL EDITION: Bridging the data disconnect 31:16

21d 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…

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

24d 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…

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ITPM Flash Ep89 Go Stealthy Stay Wealthy 11:37

25d 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…

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

1M 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

1M 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

1M 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 …

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ITPM Flash Ep87 RIP SAAS? 12:11

1M 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

2M 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 …

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Can cyber group takedowns last? 17:19

2M 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

2M 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…

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ITPM Flash Ep85 Mid-Cap Insurance 12:20

2M 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…

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Will devs lose their jobs to AI? 27:43

2M 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…

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ITPM Flash Ep84 A Shoe-in 12:03

2M 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…

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July rundown: Salt Typhoon and SharePoint scares 15:03

2M 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

2M 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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ITPM Flash Ep83 Banking on a Rally? 9:41

3M ago9:41

9:41

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald shares his bullish outlook on US regional banks and outlines a trade idea using the KRE ETF. Jason explains how recent regulatory shifts—led by Vice Chair Michelle Bowman—signal aggressive banking deregulation, pot…

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We need to talk about operational technology 42:46

3M ago42:46

42:46

Cyber attacks can feel a layer detached from the real world. Yes, businesses frequently see IP stolen, get frozen out of systems, or have data wiped by malicious actors. But if you haven’t got your finger on the pulse, cyber attacks can also fail to register in your day to day. But there are instances where cyber attacks come crashing into the live…

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SPECIAL EDITION: Future-proofing AI infrastructure 37:18

3M ago37:18

37:18

As organizations race to train more and more advanced AI models, as well as deploy existing models at scale, an enormous amount of time and money is being invested in expanding AI infrastructure. All around the world, data centers are becoming more and more important, bringing data and computing power together to get the most out of AI workloads. B…

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Google Cloud Summit London 2025: Practical AI deployment 19:26

3M ago19:26

19:26

The level to which firms are already using AI varies according to technological maturity, strategic focus, and on an industry by industry basis. But what’s clear is that from the smallest to the largest businesses, the landscape is already shifting. We’ve spoken about AI agents on the podcast before – the promise of autonomous AI activity – but it’…

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ITPM Flash Ep82 Deal or No Deal 8:04

3M ago8:04

8:04

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets are ripping, earnings are strong, and a new takeover rumor has caught Ben Berggreen's attention. In episode of ITPM Flash, Ben kicks things off with a quick macro rundown—tech and cyclicals are pushing new highs despite soft economic data…

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Classic episode: AI’s thirsty secret 23:53

3M ago23:53

23:53

This episode was first broadcast on 20 September 2024. When people talk about the environmental impacts of data centers, normally the discussion focuses on energy usage. It’s something we’ve talked about at several points this year already, with reference to growing efforts to house AI workloads in green data centers that run on renewable energy to…

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SPECIAL EDITION: The evolution from robots to agents 29:39

3M ago29:39

29:39

If you’re looking to adopt AI right now, you’ll likely have heard the term ‘AI agents’. These systems can complete complex tasks autonomously, without user input. But no doubt some of the audience will be thinking: “haven’t we heard this before?” Indeed, robotic process automation and software robots have been available since the turn of the centur…

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ITPM Flash Ep81 Winning the Data Center Race 10:17

3M ago10:17

10:17

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek focuses on Iris Energy ($IREN) — a $3bn clean energy-powered Bitcoin miner rapidly evolving into a serious player in AI cloud infrastructure. With the broader data centre and semiconductor trade still on fire, he's bu…

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June rundown: 2,000 missing devices and why threat groups are being renamed 20:37

3M ago20:37

20:37

June has been another busy month for IT and technology news. Whether it’s new naming conventions for cybercriminal groups, Britain’s big tech potential, and national security concerns over lost government devices, we’ve got a lot to unpick. ITPro’s news editor Ross Kelly and reviews editor Bobby Hellard step in for Jane and Rory this week to chew t…

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Are reasoning models fundamentally flawed? 16:53

4M ago16:53

16:53

AI reasoning models have emerged in the past year as a beacon of hope for large language models (LLMs), with AI developers such as OpenAI, Google, and Anthropic selling them as the go-to solution for solving the most complex business problems. However, a new research paper by Apple has cast significant doubts on the efficacy of reasoning models, go…

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