Rajat Bhatnagar

"We’re still early, but the momentum’s undeniable. The next decade belongs to the builders turning AI and Agentic from buzzwords into backbone." - Rachel Arnold at Vista Equity Partners. My key takeaways from Rachel's interview on Ai's early innings -- 1. Early AI value: Most of the gains have been recognized to the compute layer. semiconductor companies (i.e NVIDIA, AMD and Broadcom) and hyperscalers (ie. AWS, Azure and Google Cloud). Enterprise software has not yet seen this pull through. 2. Enterprise adoption bottleneck: The constraint is not the models. It is the lack of consistent enterprise adoption. Buyers want trusted vendors with security, governance, compliance and integration at the core. 3. Shadow AI and governance: Enterprises and especially regulated industries cannot allow ungoverned or unmanaged agents inside the firewall. Organizations need partners who help them fold AI into their governance and operating frameworks. 4. Corporate efficiency pressure: Corporate leaders want new tools for productivity and efficiency after decades of stagnant operational innovation. With mandates in place, corporates and Enterprises are seeking strategic partners to navigate the Ai journey together. 5. AI and software cohabitation: AI will not replace software. It will live inside software as native agentic capabilities that augment existing workflows, connect to existing data systems and provide a secure framework for Ai use cases deployed at scale. 6. Mission critical focus: Vista concentrates on both portico optimization and workflow systems internally . The firm uses AI across CIM analysis, portfolio analytics, reporting and team augmentation. 7. Evolving performance standards: The industry is shifting from the 'Rule of 40' toward 'Rule of 60 - 70'. AI enabled companies can achieve stronger growth and margin performance through higher automation and better unit economics. 8. Early wins with Mid market innovation: Most software companies are private and under $50MM in annual recurring revenue. This is where much of the new workflow transformation is being created in segments including engineering, customer services and marketing. 9. Early innings for enterprise value: AI has created individual productivity gains, but teams and full organizations are not yet operating with Ai systematically. The real enterprise value will be unlocked when entire functions adopt AI consistently and begin automating whole workflows rather than isolated tasks. 10. Enterprise buyers want stability, and predictablity over novelty: Despite the surge of AI mandates and tooling available, enterprise decision makers still anchor on trust, reliability, and long term partnership. Across my work with enterprises and AI workflows, I see these patterns and the clear need for playbooks that securely integrate AI as new value levers emerge. The next chapter belongs to teams that turn these themes into repeatable, governed, system level automation.

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Compelling Headline: Major Investment Signals Acceleration of AI Integration in Defense Manufacturing Content, one paragraph: The defense industry faces increasing pressure to modernize manufacturing processes for efficiency and scale, and Hadrian’s recent $260 million funding round addresses this challenge head-on. With support from major investors and Morgan Stanley, Hadrian aims to expand AI-enabled manufacturing across its Arizona and California facilities, empowering the company to experiment rapidly and target shipbuilding and Defense Department programs. This development is a testament to how AI and automation are reshaping traditional sectors, streamlining operations, and elevating industry capabilities. As AI becomes more integral to core manufacturing, the benefits include increased agility, faster innovation cycles, and improved supply chain resilience. How will AI-driven factories affect defense readiness and security? What do you see as the next frontier for digital transformation in the aerospace and defense industries? Split after every two lines and each question on a new line, in LinkedIn format: Major Investment Signals Acceleration of AI Integration in Defense Manufacturing The defense industry faces increasing pressure to modernize manufacturing processes for efficiency and scale, and Hadrian’s recent $260 million funding round addresses this challenge head-on. With support from major investors and Morgan Stanley, Hadrian aims to expand AI-enabled manufacturing across its Arizona and California facilities, empowering the company to experiment rapidly and target shipbuilding and Defense Department programs. This development is a testament to how AI and automation are reshaping traditional sectors, streamlining operations, and elevating industry capabilities. As AI becomes more integral to core manufacturing, the benefits include increased agility, faster innovation cycles, and improved supply chain resilience. How will AI-driven factories affect defense readiness and security? What do you see as the next frontier for digital transformation in the aerospace and defense industries?

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Many partner-based routes to market fail to achieve breakthrough performance because the IPP is treated like a spreadsheet instead of a system. Recognizing multiple IPPs — for referral partners, SI partners, OEM partners, strategic partners, and more — is a start. Each one requires a different activation motion. And when you align IPP → PMM → Activation, your partner business can start producing step-function growth. This 5-slide carousel breaks down the simple workflow I use: • Define multiple IPPs • Map partner TAM with PMM • Align activation paths to partner motions 👉 Comment "IPP" and I’ll send you my multi-IPP scoring template 👈 #Partnerships #ChannelSales #PartnerGTM #PEValueCreation Rod Baptie Asher Mathew

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4 Comments

Mergers, acquisitions, and divestitures are among the most complex and high-risk activities any organization can undertake. TBM can be a powerful tool to architect strategic and measurable value.

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