Sushanth (Shushant) Raman
speaker
542 appearances
1 recordings
1 series
first heard Jul 2026
last heard 22 Jul
Sushanth (Shushant) Raman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
There's a couple of things.
What drives change in companies very aggressively?
It's like change in market cap.
right like you start to see that your stock's getting penalized and wall street starts penalizing you really heavy competitive risk your competition's moving 10 times faster than you and there is probably like a change in leadership so let's try to think about what would drive change to happen faster the first is you have wall street that looks at more of these traditional businesses today and goes like well if you're not successfully deploying ai at a pretty meaningful not just lip service but you're actually not deploying and showing some sort of meaningful financial results
we're short your stock in a pretty significant way and you start to see aggressive stock market collapses similar to what's happening in the sas world right like where these companies are getting pushed really hard if you start seeing that type of stuff happening to your manufacturers your retailers at scale that's like one driving force the second is your competition moves away faster than you in this stuff and they start to post better results in a way that gets them to get a better customer experience if that happens in these traditional industries at a faster and faster pace
That'll drive change.
And the third thing I would say is you just drive a change in leadership in some of these companies where people are more, boards are more aggressive about like the modern CIO looks something different.
We don't think our current CIO is going to cut it.
We need a new type of CIO to navigate us through this era.
We also realize that like the CEO at the helm needs to spear this stuff better.
So maybe we need to make changes there.
If those three things happen pretty quickly, I think that this would happen a lot faster.
Yeah, that could totally happen over seven months.
As we saw with all the SaaS stocks where like they got impacted and the market voted its feet that like traditional cloud software doesn't have the durability properties they once thought.
So those changes happen in the span of under a year, right?
Like we're now all these leaders are Salesforce, HubSpot.
The list can go on and on like Klaviyo or so on.
They're just getting shorted by the public stock markets and they have to figure out how to adapt in this new world.
The fastest industries I feel like that you've seen to adopt AI, or obviously even engineering has been the quickest.
I suspect that part of it is that developers are naturally kind of at the frontier.
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