Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)

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Bubble or Breakthrough? How CIOs Should Think About the AI Tech Boom

2/27/2026 • 49 min

Is AI just another tech bubble or the defining platform shift of this era? Duncan Davidson, Co-Founder and General Partner at Bullpen Capital, argues that the answer lies in one critical distinction: Is the technology being used for its core purpose? In this episode of Technoventure, Duncan draws on his experience across the PC boom, dot-com era, mobile, and no… Play episode

Defining, Measuring, and Communicating the Value of AI
Jimmy Wales on The Seven Rules of Trust and Building Integrity at Scale
Designing the Skills-First Enterprise: AI and Workforce Reinvention
No AI Without Clean Data: Inside Caterpillar’s Platform Transformation
AI’s Role in the Enterprise Stack: Infrastructure, Investments & Economics
Scaling Transformation in the Age of AI
How CIOs Can Surface Innovation, Reduce Duplication, and Scale AI
How HCA’s CIO Balances AI Innovation with Operational Stability at Massive…
How Carvana Uses Unit Economics to Win at Digital Disruption
Why Discipline Wins in Venture Capital: Sierra Ventures’ Strategic Playbook
How to AI: WSJ Columnist Christopher Mims on Productivity & Disruption
Inside Caterpillar’s AI and Robotics Strategy with CTO Jaime Mineart
Reinventing the Job Marketplace: Anthony Moisant on AI, Trust & Strategy
Why Today’s CIO Must Be an Enterprise Leader, Not Just a Tech Strategist
Solving the Data Bottleneck: How Dell Technologies Capital Makes AI Work i…
Digitized Isn’t Digital: Dr. Michael Pfeffer on Redesigning Healthcare wit…
Building Trust and Talent in the AI Era: Lessons from NFL, Paramount, and …
What Tech Leaders Can Learn from San José’s Data-Driven Approach to Govern…
Inside Amex Digital Labs: Luke Gebb on Piloting and Scaling Emerging Tech
Liam Donohue on Fixing U.S. Healthcare: Why AI Alone Won’t Save It
Power and Progress — Nobel Laureate Simon Johnson on Why AI Is Repeating I…
From Pilots to Platforms: How Qualcomm Is Scaling Enterprise AI
AI for Everyone, Everywhere: Inside BNY’s Playbook for Enterprise-Wide Ena…
How Gallagher Built Enterprise AI on Culture and Data First
The Real Drivers of Cyber Spend: Risk, Compliance, and AI Disruption
The CIO as Change Agent and Ecosystem Builder
Resilience by Design: Building AI-Ready Infrastructure for Digital Trust
Managing the Digital Workforce: AI’s Role in the Future of Work
Delivering the Product Operating Model (and Mindset) at Scale
Jamie Montgomery on Why AI Applications Will Power the Next Wave of Ventur…
Madhu Ramamurthy on Balancing AI Innovation With Responsible Governance
Inside General Mills’ AI Playbook: Clean Data, Cloud Speed, and Business T…
From Bottleneck to Accelerator: How NiSource’s CIO Repositioned IT as a Gr…
How Unum’s CTO Reimagined the Enterprise with a Digital-First Architecture
Mission-Driven Startups Win: Mike Hayes on Building Companies That Last
Why Snowflake’s CIO Rebranded IT for the AI Era
Chandra Dhandapani on Balancing Talent Strategy with Data, Flexibility, an…
Designing AI from the Customer Back: Hari Gopalkrishnan on Bank of America…
How Dell Consolidated 800 AI Projects into 4 Scalable Enterprise Platforms
Give First, Build Later: Brad Feld’s Strategy for Ecosystem-Driven Innovat…
Inside Paychex’s Data Strategy: Monetizing Insight for AI, Clients, and th…
Why CIOs Make Great CEOs: Saul Van Beurden’s Leadership Playbook
How Norfolk Southern Measures Real Impact from AI and Data
Balancing Innovation and Risk: AI Leadership at T. Rowe Price
Barry Eggers on How Lightspeed Uses Learning Investments to Find the Next …
The CIO as Matchmaker: How América Móvil Finds and Scales External Innovat…
Turning Buildings into Energy Assets: Manish Kumar on AI-Powered Infrastru…
AI Needs Power: Duke Energy CIO on Fueling the Future of Data Centers
Building a Scalable Tech Org at Worldpay: Kirk Ball’s Carve-Out Playbook

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