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Heavy Strategy

NeuHS149: Satcos Vs. Telcos: Who Wins?10.11.2026 · 46 Min.
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10. Nov. 2026

Über den Podcast

From technology to workplace culture, from geopolitical trends to economics, Heavy Strategy debates pivotal questions in enterprise IT. Hosts Johna Till Johnson & John Burke bring their technical expertise, analytical acumen, and contrasting viewpoints to discuss complex topics of interest to IT leaders. Frequently irreverent and always thought-provoking, these are the conversations you wish you could have at the leadership table. Tune in and join the think tank, where unanswered questions are better than unquestioned answers.

Lizenz: ©2024 Packet Pushers Interactive, LLC.

Folgen 150

  1. HS149: Satcos Vs. Telcos: Who Wins?

    46 Min.Folge 149

    Telcos have been offering satellite services as “add-ons” to their terrestrial mobile services, under the paradigm that telcos control the customers and satellites merely provide the connectivity. Scott and …

    Shownotes
    Telcos have been offering satellite services as “add-ons” to their terrestrial mobile services, under the paradigm that telcos control the customers and satellites merely provide the connectivity. Scott and Johna debate whether that paradigm is backwards: Might there come a time when satellite companies own the customers, and provide terrestrial services as an “add on”... Read more »
  2. HS148: Expertise, Layoffs, AI, and You

    39 Min.Folge 148

    Since the dot-com bubble burst around the turn of the century, the US economy has seen periods of huge layoffs in IT. AI may be driving another such event, whether in slow motion as companies lay off staff …

    Shownotes
    Since the dot-com bubble burst around the turn of the century, the US economy has seen periods of huge layoffs in IT. AI may be driving another such event, whether in slow motion as companies lay off staff thinking they can be replaced by AI, or suddenly in the event of an abrupt bursting of... Read more »
  3. HS147: Architecting Infrastructure to Meet Your AI Ambitions (Sponsored)

    43 Min.Folge 147

    Many a IT professional is having the AI football tossed to them, “We need to implement in house AI, go do it”. If this is you, what questions should you be asking of yourself and of leadership? Getting traction …

    Shownotes
    Many a IT professional is having the AI football tossed to them, “We need to implement in house AI, go do it”. If this is you, what questions should you be asking of yourself and of leadership? Getting traction accommodating vast new workloads with new and different behaviors is a challenge, given the parameters... Read more »
  4. HS146: Costly Choices and Forced Dollars – Thanks AI

    35 Min.Folge 146

    Sometimes IT is forced to spend money to do nothing. It might be the cost of evaluating the products and services you don’t end up deploying. Or it’s the cost of scrambling to disable new functionality–mostly …

    Shownotes
    Sometimes IT is forced to spend money to do nothing. It might be the cost of evaluating the products and services you don’t end up deploying. Or it’s the cost of scrambling to disable new functionality–mostly AI features these days–in existing apps and services, so it can be evaluated and re-enabled selectively, if at all.... Read more »
  5. HS145: The Economics and Architecture of AI Factories (Sponsored)

    45 Min.Folge 145

    What is an AI Factory, and why would an enterprise want to invest in one? Johna and John are joined by guests Thierry Pienaar of HPE and Kaushik Shirhatti of NVIDIA to discuss what an AI Factory is, the …

    Shownotes
    What is an AI Factory, and why would an enterprise want to invest in one? Johna and John are joined by guests Thierry Pienaar of HPE and Kaushik Shirhatti of NVIDIA to discuss what an AI Factory is, the business case for it, and who should consider them. They also cover the value HPE’s expertise... Read more »
  6. HS144: Next-Generation Data Centers: The Rules Are Changing, How Should Your Strategy Change?

    37 Min.Folge 144

    In-house data centers are a hot topic again! Companies of all sorts are repatriating cloud workloads. Many want to ramp up in-house AI development, training, and production deployment. However much (or little) …

    Shownotes
    In-house data centers are a hot topic again! Companies of all sorts are repatriating cloud workloads. Many want to ramp up in-house AI development, training, and production deployment. However much (or little) you know about building a data center, the rules have all changed in the last few years. From political/regulatory concerns to economics to... Read more »
  7. HS143: Why We Don’t Believe in Self-Healing AI (Sponsored)

    36 Min.Folge 143

    Everyone is talking about autonomous AI for network operations. But in critical infrastructure, is removing the human really the right goal? In this sponsored episode, Johna and John welcome BackBox CEO Rekha …

    Shownotes
    Everyone is talking about autonomous AI for network operations. But in critical infrastructure, is removing the human really the right goal? In this sponsored episode, Johna and John welcome BackBox CEO Rekha Shenoy and VP of Products and Engineering Richard Phillips to discuss the risks of blind autonomy, where AI can go wrong, why human... Read more »
  8. HS142: The Blueprint for Automated Network Operations (Sponsored)

    38 Min.Folge 142

    In this sponsored episode, Ronny Wolf of BlueCat Networks joins Johna and John to explore the importance of API-first architecture. They also discuss how BlueCat expanded beyond core DDI into intelligent …

    Shownotes
    In this sponsored episode, Ronny Wolf of BlueCat Networks joins Johna and John to explore the importance of API-first architecture. They also discuss how BlueCat expanded beyond core DDI into intelligent network operations, the key differences between having APIs versus being built API-first, and how guardrails such as rate limiting and human in the loop... Read more »
  9. HS141: EA vs AI

    42 Min.Folge 141

    What does Enterprise Architecture (EA) mean when AI is everywhere in the stack? Enterprise Architecture is about nailing down relationships and functions while AI pushes back with dynamic processes and …

    Shownotes
    What does Enterprise Architecture (EA) mean when AI is everywhere in the stack? Enterprise Architecture is about nailing down relationships and functions while AI pushes back with dynamic processes and probabilistic results. Join Johna and John as they discuss the possibilities for EA: does it prevail, adapt, or die? Episode Links: Watch this episode on... Read more »
  10. HS140: AI and Technical Debt – Boon or Bane?

    42 Min.Folge 140

    Does AI increase or reduce technical debt? Join Johna Johnson and John Burke as they discuss how to make strategy in environments in which AI fuels untrammeled growth in enterprise complexity–but also points …

    Shownotes
    Does AI increase or reduce technical debt? Join Johna Johnson and John Burke as they discuss how to make strategy in environments in which AI fuels untrammeled growth in enterprise complexity–but also points the way to automated optimization (and concomitant technical debt reduction). Episode Links: Watch this episode on YouTube The AI Technical Debt Crisis:... Read more »
  11. HS139: When “One Cloud to Rule Them All” is NOT the Answer: Regionalization

    34 Min.Folge 139

    IT folks spent a lot of time in the last 20 years creating globe-spanning infrastructures that maximize performance while minimizing the number of data centers or cloud instances they operate. More recently …

    Shownotes
    IT folks spent a lot of time in the last 20 years creating globe-spanning infrastructures that maximize performance while minimizing the number of data centers or cloud instances they operate. More recently, the steady rise of regionalized data sovereignty requirements has created counter-pressure. AI regulations are now adding to that pressure to ditch a single... Read more »
  12. HS138: When “One Cloud To Rule Them All” Is NOT the Answer: Repatriation for AI and more

    31 Min.Folge 138

    Some enterprises are finding reasons to pull back from a cloud-first IT strategy and run workloads in on-premises data centers. John and Johna dig into why companies are making the change, including cost and AI …

    Shownotes
    Some enterprises are finding reasons to pull back from a cloud-first IT strategy and run workloads in on-premises data centers. John and Johna dig into why companies are making the change, including cost and AI security. They also discuss and the strategic implications for IT, and what organizations stand to gain—and lose—from repatriation. Episode Links:... Read more »
  13. HS137: Did AI Turn “Everybody Codes” into “Nobody Codes”?

    38 Min.Folge 137

    “Everybody codes” was an enterprise buzzword. In this era of AI vibe-coding and single-use coding, should everyone code? Should anyone code? John and Johna talk about enterprise strategies with respect to …

    Shownotes
    “Everybody codes” was an enterprise buzzword. In this era of AI vibe-coding and single-use coding, should everyone code? Should anyone code? John and Johna talk about enterprise strategies with respect to coding in the AI era, including what expertise to look for in employees. AdSpot Sponsor: Meter Meter delivers full-stack networking—wired, wireless, and cellular—to leading... Read more »
  14. HS136: How AI Is Changing Enterprise Software Development (Sponsored)

    51 Min.Folge 136

    AI can generate working code quickly. Building reliable software to run infrastructure platforms is still a multi-year engineering challenge. In this sponsored episode, BlueCat chief strategy officer Andrew …

    Shownotes
    AI can generate working code quickly. Building reliable software to run infrastructure platforms is still a multi-year engineering challenge. In this sponsored episode, BlueCat chief strategy officer Andrew Wertkin joins John Burke and Scott Robohn to talk through the difference between code generation and enterprise software development, and the challenges and opportunities of engineering reliability... Read more »
  15. HS135: AI Spyware in Chrome Spotlights Attractions of DaaS

    31 Min.Folge 135

    VDI (Virtual Desktop Infrastructure) and Desktop as a Service (DaaS) have been arriving “real soon now” for the past couple of decades. Will the advent of vendors’ AI spyware (as Google is introducing through …

    Shownotes
    VDI (Virtual Desktop Infrastructure) and Desktop as a Service (DaaS) have been arriving “real soon now” for the past couple of decades. Will the advent of vendors’ AI spyware (as Google is introducing through Chrome) be the accelerant that finally makes it happen? John and Johna discuss why the challenges in this brave new AI-enabled... Read more »
  16. HS134: Dodging the AI Iceberg: Midcourse Corrections

    33 Min.Folge 134

    By now most organizations have AI strategies (among their other tech strategies). But how do you know when it’s time to make a midcourse correction? Better still: How can you predict when, and what kind of …

    Shownotes
    By now most organizations have AI strategies (among their other tech strategies). But how do you know when it’s time to make a midcourse correction? Better still: How can you predict when, and what kind of corrections you might need? John and Johna discuss, and tell the story of how a university prepared for technology... Read more »
  17. HS133: Approaching Zero…Trust (Sponsored)

    50 Min.Folge 133

    Most enterprises have some kind of zero trust strategy, but a lot of them could be better described as good intentions rather than active programs being implemented. Making good on a zero trust strategy and …

    Shownotes
    Most enterprises have some kind of zero trust strategy, but a lot of them could be better described as good intentions rather than active programs being implemented. Making good on a zero trust strategy and achieving an actual zero trust architecture requires tools that embody the core precept of zero trust thinking: deny access by... Read more »
  18. HS132: Heart of Glasswing

    36 Min.Folge 132

    How can enterprise IT folks prepare for the age of Mythos? Anthropic says its Claude Mythos model is so much better at finding software vulnerabilities that it has delayed public release. Instead Anthropic …

    Shownotes
    How can enterprise IT folks prepare for the age of Mythos? Anthropic says its Claude Mythos model is so much better at finding software vulnerabilities that it has delayed public release. Instead Anthropic launched Project Glasswing to give IT infrastructure and software makers early access, so they can have some lead time to address vulnerabilities... Read more »
  19. HS131: Cybersecurity Strategy: Defending Against AI

    35 Min.Folge 131

    Enterprise strategists need to worry about securing their environments against AI-powered attacks. John and Johna discuss what cybersecurity and IT leaders need to consider in developing a cybersecurity …

    Shownotes
    Enterprise strategists need to worry about securing their environments against AI-powered attacks. John and Johna discuss what cybersecurity and IT leaders need to consider in developing a cybersecurity strategy that addresses AI-augmented threats as well as how to use AI defensively … and why AI attacks can be like a duckbilled platypus. AdSpot Sponsor: Meter... Read more »
  20. HS130: Wait, AI Doesn’t Secure Itself? Developing an AI Security Strategy

    38 Min.Folge 130

    Your enterprise better have a cybersecurity strategy for AI. But where to start? Everywhere! Securing AI means securing all the AI layers and throughout the lifecycle: data, model, and applications, in training …

    Shownotes
    Your enterprise better have a cybersecurity strategy for AI. But where to start? Everywhere! Securing AI means securing all the AI layers and throughout the lifecycle: data, model, and applications, in training and in inference. Johna and John discuss what your strategy must address and how to get support for it because, of course, it’s... Read more »
  21. HS128: Planning for an AI Bubble Burst

    34 Min.

    How should you shape your IT strategy around the possibility–or is it probability–that the AI economy is a true bubble and will burst soon? John Burke and Johna Johnson revisit the signs indicating that an AI …

    Shownotes
    How should you shape your IT strategy around the possibility–or is it probability–that the AI economy is a true bubble and will burst soon? John Burke and Johna Johnson revisit the signs indicating that an AI bubble is in full swing and pointing to the potential for collapse in the near term. Doomsaying having been... Read more »
  22. HS129: Achieving Operational Excellence

    40 Min.Folge 129

    The best strategy in the world won’t succeed if a team falters operationally. But what is operational excellence, and what does it take to acquire it? Cal Poly faculty member (and former Intel strategist) John …

    Shownotes
    The best strategy in the world won’t succeed if a team falters operationally. But what is operational excellence, and what does it take to acquire it? Cal Poly faculty member (and former Intel strategist) John Miranda shares his thinking with our Heavy Strategy listeners. He discusses concepts like the theory of constraints, root-cause analysis, and... Read more »
  23. HS127: You’re Not Thinking About Your Network the Way You Should (Sponsored)

    38 Min.Folge 127

    Mav Turner, Chief Product Officer at Kentik, joins John Burke and Drew Conry-Murray for an in-depth conversation on the importance of deep visibility into enterprise networks. As networks grow more complex and …

    Shownotes
    Mav Turner, Chief Product Officer at Kentik, joins John Burke and Drew Conry-Murray for an in-depth conversation on the importance of deep visibility into enterprise networks. As networks grow more complex and stretch from on-prem and WAN to multi-cloud and edge locations, this sponsored discussion explores how good visibility supports everything from daily operations to... Read more »
  24. HS126: AI Everything, AI Everywhere, AI All At Once

    40 Min.Folge 126

    At CES in January, NVIDIA, AMD, Siemens and others spun elaborate tales of a world suffused with AI: AI in the cloud, AI at the desktop, AI in the factory, AI underneath enterprise software and as the UI for …

    Shownotes
    At CES in January, NVIDIA, AMD, Siemens and others spun elaborate tales of a world suffused with AI: AI in the cloud, AI at the desktop, AI in the factory, AI underneath enterprise software and as the UI for enterprise software and agentically accomplishing anything and everything in a world of embodied, physical AI. Johna... Read more »
  25. HS125: How to Choose an IT Hiring Service

    33 Min.Folge 125

    Every employer knows to conduct background checks. However, conducting background checks on IT professionals requires an extra layer of verification, given the privileged access they typically have to IT …

    Shownotes
    Every employer knows to conduct background checks. However, conducting background checks on IT professionals requires an extra layer of verification, given the privileged access they typically have to IT systems and tools. Moreover, in this AI era, background checks need to be deeper and more effective than before–in the past we didn’t need to verify... Read more »
  26. HS124: Administration DDoS on AI Regulation

    44 Min.Folge 124

    The recent U.S. Executive Order 14365, Ensuring a National Policy Framework for Artificial Intelligence, is the administration’s latest attempt to prevent the enforcement of most of the AI laws passed in …

    Shownotes
    The recent U.S. Executive Order 14365, Ensuring a National Policy Framework for Artificial Intelligence, is the administration’s latest attempt to prevent the enforcement of most of the AI laws passed in individual US states. Because it is only an executive order (EO), it cannot directly nullify, supersede, forestall, or put a pause on state-level laws.... Read more »
  27. HS123: What Can You Stop Worrying About in 2026?

    31 Min.Folge 123

    Are there some things that can come off your strategic planning radar for IT and cybersecurity in 2026? If you ask AI, you’ll get some surprising answers. Johna and John take a critical look at this …

    Shownotes
    Are there some things that can come off your strategic planning radar for IT and cybersecurity in 2026? If you ask AI, you’ll get some surprising answers. Johna and John take a critical look at this AI-generated list to see which ones may or may not be “solved enough” to fall off the strategic planning... Read more »
  28. HS122: Insider Threats in the Age of AI

    34 Min.Folge 122

    Leaders may shy away from thinking about insider threats because it means assuming the worst about colleagues and friends. But technology executives do need to confront this problem because insider attacks are …

    Shownotes
    Leaders may shy away from thinking about insider threats because it means assuming the worst about colleagues and friends. But technology executives do need to confront this problem because insider attacks are prevalent—a recent study claims that in 2024, 83% of organizations experienced at least one—and on the rise. Moreover, AI and deepfakes vastly enhance... Read more »
  29. HS121: Digital Security Teammates: From Fantasy to Operational Reality (Sponsored)

    33 Min.Folge 121

    Your next security teammate might not be a traditional hire — it could be a Digital Security Teammate (DST),” says Secure.com CEO Uzair Gadit. In this sponsored episode, Uzair explains the concept of a DST and …

    Shownotes
    Your next security teammate might not be a traditional hire — it could be a Digital Security Teammate (DST),” says Secure.com CEO Uzair Gadit. In this sponsored episode, Uzair explains the concept of a DST and how it differs from an AI SOC. He highlights the operational and business benefits of deploying DST, including improved... Read more »
  30. HS120: Eight New Year’s Resolutions for 2026

    26 Min.Folge 120

    As you wind down 2025, what should you be planning to do for 2026? The Heavy Strategy team breaks it down for you with eight resolutions for the new year. From setting an AI strategy to cloud optimization …

    Shownotes
    As you wind down 2025, what should you be planning to do for 2026? The Heavy Strategy team breaks it down for you with eight resolutions for the new year. From setting an AI strategy to cloud optimization, Johna and John can help you enter the new year prepared for what’s next. Other resolutions include... Read more »

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