Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing
Podcast Image

Decoder with Nilay Patel

Siemens CEO's mission to automate everything

09 Feb 2026

Transcription

Chapter 1: What is Siemens and what role does it play in automation?

0.537 - 27.405 Unknown

Does the winter weather have you feeling tired, antisocial, sad? You may want to take a cue from our friends in Norway. Really, they tend to orient towards the things that they like about the season instead of just sort of seeing it as a time of year to endure. How to embrace the winter. That's on the next Explain It To Me. New episodes every Sunday, wherever you get your podcasts.

0

30.76 - 47.609 Nilay Patel

Support for this show comes from Doppel. Maybe that ping you just got is an urgent message from your CEO, or maybe it's a deep fake trying to target your business. Doppel is the AI-native social engineering defense platform that's fighting back against impersonation and manipulation.

0

48.29 - 58.558 Nilay Patel

As attackers use AI to make their tactics more sophisticated, Doppel uses it to fight back, from automatically dismantling cross-channel attacks to building team resilience and more.

0

Chapter 2: How does Siemens view the future of jobs in an automated world?

59.259 - 83.463 Nilay Patel

Doppel, outpacing what's next in social engineering. Learn more at doppel.com. That's D-O-P-P-E-L.com. Hello and welcome to Decoder. I'm Neil I. Patel, editor-in-chief of The Verge, and Decoder is my show about big ideas and other problems. Today, I'm talking with Roland Busch, the CEO of Siemens.

0

83.864 - 100.186 Nilay Patel

Now, Siemens is one of those absolutely giant, extremely important, and yet fairly opaque companies that we love to dig into here on Decoder. At a very basic, very reductive level, Siemens makes the hardware and software that lets other companies run and automate their stuff.

0

100.487 - 121.156 Nilay Patel

You've seen the Siemens logo everywhere, whether it's under the hood of your car, stamped on the control system of a fancy building, or scattered across factory floors. But since it's not really a consumer facing company, it's hard to know what ties all those ideas together and what some 320,000 Siemens employees across the world are actually working on.

0

Chapter 3: What is Roland Busch's vision for Siemens' automation strategy?

121.457 - 136.756 Nilay Patel

How all of those people are organized and how they all work together is wildly complicated. Roland and I spent some real time just talking through the Siemens corporate structure, which for the true decoder heads out there was incredibly fascinating. Roland and I also spent a lot of time talking about automation broadly.

0

137.056 - 156.853 Nilay Patel

And what happens is AI brings automation out of the physical world of factories and into the digital world of the front office, the world of accounting and procurement, the things that help decide what the factory should be doing. Roland's vision is for Siemens to automate the entire factory process, upstream and downstream of actually making things.

0

156.833 - 174.032 Nilay Patel

And you'll hear him describe that outcome as fairly utopian. Smooth, seamless, optimal operation. Very German. But I wanted to press him on how dystopian that sounds to a lot of us. Because in Rowan's vision of pure automation, it seems like there's a lot of people who just don't have jobs anymore.

0

Chapter 4: How is Siemens structured to support its diverse business operations?

174.282 - 183.433 Nilay Patel

And the ones who do have jobs don't really have a lot of autonomy or fulfillment from them, because they're basically just doing what AI tells them to do. So we talked about that pretty directly.

0

183.633 - 205.137 Nilay Patel

And if that's not a lot of complicated, heavy decoder ideas already, well, Siemens is also a government and defense contractor on both sides of the Atlantic, and a company whose growth historically has been tied directly to free trade and globalization in the post-war era. There's a lot going on right now that challenges how that world works, especially as tensions keep rising between the U.S.

0

205.158 - 223.258 Nilay Patel

and Europe. So I asked him directly, has Siemens gamed out what it will do if NATO collapses? Because that's not as far-fetched an idea as it used to be. As you can tell, there's a lot in this one, and Roland was game for it all. I think you'll leave with a lot to think about. Certainly more to think about whenever you see all those Siemens logos all over the place.

0

Chapter 5: What challenges does Siemens face in the current geopolitical climate?

223.639 - 250.828 Nilay Patel

Okay, Siemens CEO Roland Busch. Here we go. Roland Bush, you are the president and CEO of Siemens. Welcome to Decoder. Thank you, Nelly. Nice to meet you. It's nice to see you. It's nice to meet you as well. There's a lot to talk about. Siemens is a huge company.

0

Chapter 6: How is Siemens leveraging AI in its automation processes?

250.848 - 270.537 Nilay Patel

It has a long history. You've been in a lot of businesses. You've been out a lot of businesses. You have worked there since the 90s. The world is... very complicated right now, and Siemens is a very big, very complicated multinational operating in that world. I'm curious how you are thinking of all that. Let me just start at the start. Siemens isn't a consumer company.

0

270.597 - 275.041 Nilay Patel

I think a lot of Decoder listeners have seen the logo, but maybe don't understand the company.

0

Chapter 7: What are the implications of free trade on Siemens' global operations?

275.382 - 278.625 Nilay Patel

How would you describe Siemens today? What is the company?

0

278.645 - 303.227 Roland Busch

And it's indeed not that easy. We came a long way. It's more than 170 years since the company was founded, and we made, I mean, So many changes in our portfolio and our company. Actually, when people talk about it, I say there's one constant in our history, which is that we reinvented ourselves over and over again. And absolutely, we are now in the midst of another revolution.

0

303.207 - 310.828 Roland Busch

reinvention or transformation with one difference. This is the fastest and the most fundamental one we ever had because of technology.

0

Chapter 8: How does Siemens plan to navigate future economic uncertainties?

311.59 - 333.714 Roland Busch

And then people ask, what is Siemens about? Because you have now Siemens Health Linears, you have Siemens Energy, you have Siemens. So And actually, it's not that easy to describe because Siemens Healthineers has the task in the name. It's about healthcare. Siemens Energy has the task in the name. It's about energy. But Siemens is not that clear. So here is how I explain it.

0

333.934 - 359.026 Roland Busch

We transform with our technology the everyday for everyone. Okay, doesn't get you closer, but no. The point is, you have to look behind the curtain and then you see what Siemens technology does. When you see a car passing by, eventually all of them are touched by Siemens technology. Is it either cars are designed by our technology or they are manufactured?

0

359.206 - 384.482 Roland Busch

Every third manufacturing line in that world is run by Siemens controls. If you walk through New York, you cannot walk a block without passing by a building which is automated by Siemens technology. I think we are controlling, I mean, something like a little bit less than 50% of electrons are touched by Siemens technologies and our distribution systems, low-voltage systems.

0

384.662 - 404.509 Roland Busch

And if you talk about the health scenarios, then, I mean, if you get a scan somewhere in the world, the likelihood that it's a Siemens CT or MR scan is a little bit higher, 50%. And this is what we do. We produce, we have technology which enables others to transform their everyday. And that is what Siemens is about.

0

404.889 - 424.416 Nilay Patel

I listen to that and I experience Siemens everywhere. I'm the person who pays attention to how is this building automated. I talk to a lot of car CEOs. I hear about Siemens as a supplier to the car industry quite a bit. It sounds like what you are describing basically is... you operate things for people, right? Or you build technologies or products that operate other things for people.

424.616 - 444.032 Nilay Patel

There's a lot of things in the world to operate. How do you organize the company? How do you think about where there's opportunity and where there's growth and investment? And then how do you think about your resources there? Because it seems like we operate things for everyone. That's a pretty wide remit that you could focus down in any number of ways.

444.248 - 465.598 Roland Busch

Absolutely. And here comes the point, and this is an absolutely valid question because now we are active in so many different industries. I mean, it's industries, manufacturing, process industries, but we also are in buildings and grids, in mobility. So people trains and signaling systems. So the first basis of Siemens is, and this is where our value sits. It's in our technology platform.

465.778 - 488.59 Roland Busch

Is it our design software? We are one of the largest software companies in the world. If it comes to industrial software, we are the largest. And with our software, you can build the most comprehensive physics-based digital twin of whatever product you do. And we are now expanding into molecules. So another one is automation technology, as talked about.

489.01 - 509.094 Roland Busch

Is it either for discrete process manufacturing? We also go for software-defined automation, which is kind of a disruption. And in anything, we are the largest automation company. We are automating grids, we are automating buildings, we are automating signaling systems, we are automating trains, we are automating manufacturing. So the underlying technology... Is that what the value is?

Comments

There are no comments yet.

Please log in to write the first comment.