ClearTech Loop: In the Know, On the Move

ClearTech Research / Jo Peterson

ClearTech Loop is a fast, focused podcast delivering sharp, soundbite-ready insights on what’s next in cybersecurity, cloud, and AI. Hosted by Jo Peterson, Chief Analyst at ClearTech Research, each 10-minute episode explores today’s most pressing tech and risk issues through a business-focused lens.  Whether it’s CISOs rethinking cyber strategy or AI reshaping risk governance, ClearTech Loop brings clarity to a shifting landscape—built for tech leaders who don’t have time for fluff.  We cut through hype. We rethink assumptions. We keep you in the loop.

  1. AI with Financial Intelligence: Turning Hype Into Measurable Value (with Ajay Patel, GM Apptio/IBM)

    HACE 16 H

    AI with Financial Intelligence: Turning Hype Into Measurable Value (with Ajay Patel, GM Apptio/IBM)

    A practical framework for AI ROI: visibility, accountability, and value  Episode description / show notes  Last week, you probably caught my chat with Ajay Patel, GM of Apptio and IBM IT Automation. If you missed it, this episode breaks down how a layer of financial intelligence turns AI from experiments into measurable business value.  We walk through a simple framework that leaders can actually run with. First, visibility across every AI initiative and its real costs, including people, data preparation, governance, and change management. Second, accountability that ties projects to business objectives, not activity. Third, value that tracks both hard returns and soft returns so the story holds up with finance and the board.  Adoption and trust matter just as much. AI programs don’t stall for lack of models. They stall when people can’t trust the data or see the wins. Start with accurate, contextual data and repeatable outcomes. Build confidence with useful insights that remove busywork. Then let automation follow.  Listen in for what CIOs and CFOs need to align on the same page and move faster with less risk.  What you’ll learn  How to inventory AI initiatives and total cost drivers How to link projects to measurable outcomes that matter How to measure hard and soft ROI without hand-waving How to build trust so automation becomes a natural next step Key quotes  “AI starts with the productivity tool. It starts providing me rich insight and making smarter decisions. It starts taking away some of that mundane work, and you kind of walk into building that trust… till you get to a point where the user says, ‘I trust it — can you automate that action for me?’”  “What if you could have a series of financial experts available at your fingertips? That’s what enterprise financial intelligence is all about — building those experts from your own data so every decision gets smarter.”  Links LinkedIn clip of the conversation: [add link] ClearTech Research episode page: [add link] Apptio and IBM IT Automation: https://www.ibm.com/apptio Apptio FinOps Framework: https://www.apptio.com/solutions/finops/ Subscribe to ClearTech Loop: https://form.typeform.com/to/EESYYt4a  About the guest  Ajay Patel is the General Manager of Apptio and IBM IT Automation, leading Apptio, Turbonomic, Instana, and AIOps across hybrid environments. His leadership spans VMware, Oracle, BEA Systems, and Apigee. He focuses on using financial and operational intelligence to optimize technology investments and outcomes.  Chapter markers  00:00 Intro and why financial intelligence matters  00:23 Guest welcome  01:47 From AI hype to ROI  02:53 Financial intelligence vision inside the enterprise  04:58 The framework: visibility, accountability, value  06:39 Adoption, governance, and responsible AI  07:29 Data quality, trust, and building confidence  10:35 Fourteen years of customer data and lessons learned  11:04 Benchmarking, unit economics, and practical guidance  12:43 Closing and conference note

    13 min
  2. Hybrid Integration in the Era of AI: Real Enterprise Use Cases

    HACE 3 DÍAS

    Hybrid Integration in the Era of AI: Real Enterprise Use Cases

    Enterprises are not trying to modernize in a vacuum. They are running mission-critical workloads on mainframes and ERPs, while also deploying cloud apps, SaaS platforms, and mobile services at scale. Now leaders are expected to layer in AI without disrupting operations.  Hybrid integration is how they do it.  In this ClearTech Loop special edition sponsored by IBM webMethods, Jo Peterson breaks down real-world integration patterns and what IT leaders need to enable AI-ready operations across legacy, cloud, and SaaS environments.  Topics include:  Modernizing legacy systems without disruption Wrapping core systems with APIs for real-time access Connecting cloud platforms and on-prem applications Managing event-driven automation and data unification Treating APIs as digital products with governance and scale Why a hybrid control plane matters for AI outcomes Hybrid integration is not a temporary bridge. It is the operating model for the AI era.  Links & Resources  Learn more about webMethods Hybrid Integration: https://ibm.biz/Bde6n2 Start a free 30-day trial: https://ibm.biz/Bde6nf  Subscribe to the ClearTech Loop newsletter: https://www.linkedin.com/newsletters/7346174860760416256/  Watch this episode on YouTube: https://youtu.be/3_2ZTq-jdmM Guest  Jo Peterson  Chief Analyst, ClearTech Research  VP of Cloud and Security Services, Clarify360  Sponsored by  IBM webMethods Hybrid Integration  Short Preview Copy  Hybrid integration is how enterprises modernize without disruption. Jo Peterson explains real-world use cases and why webMethods is becoming core to AI-ready architecture.

    5 min
  3. Talk Dollars, Not FUD: The CISO’s New Mandate

    28 OCT

    Talk Dollars, Not FUD: The CISO’s New Mandate

    Episode Description: In this episode of ClearTech Loop, Jo Peterson sits down with John Carse, Field CISO at SquareX and former CISO at Dyson and Rakuten, to talk about why modern CISOs must move beyond fear, uncertainty, and doubt — and start quantifying risk in business terms.  Carse explains how two levers — risk appetite and budget alignment — determine every security decision, and why the browser has become the new edge of enterprise risk. From AI prompt attacks to malicious extensions, Carse offers a practical blueprint for translating security posture into measurable business impact.  🎧 Listen to the full episode: ADD LINK 📬 Stay in the Loop: Subscribe for new episodes and resources — ADD LINK  Key Topics Covered:  Why “talking dollars, not FUD” earns board trust The connection between risk appetite and budget allocation The browser as the modern enterprise perimeter How the Field CISO role bridges business and technology Practical ways CISOs can quantify risk and value About the Guest: John Carse is a three-time CISO and currently serves as Field CISO at SquareX, helping enterprises defend against browser-based threats and translate security strategy into business impact. His previous roles include CISO positions at Dyson and Rakuten and security leadership at Expedia and JPMorgan Chase.  Additional Resources  Security Magazine: John Carse hired as Field CISO at SquareX The CISO Perspective with John Carse Podcast The Browser Blind Spot: Rethinking Enterprise Security

    23 min
  4. Bumpers, Not Brakes: Pragmatic AI Safety with Dutch Schwartz

    21 OCT

    Bumpers, Not Brakes: Pragmatic AI Safety with Dutch Schwartz

    AI safety isn’t about slowing innovation — it’s about steering smarter. In this episode of ClearTech Loop, Jo Peterson sits down with Dutch Schwartz, Vice President of Cloud Services and fractional CISO at SideChannel, to talk about how CISOs can keep delivery velocity while adding the guardrails that actually reduce risk.  Dutch shares real-world lessons from the Cloud Security Alliance’s AI Safety Initiative — where both he and Jo serve as members — and explains how pre-approved AI patterns and identity governance are key to responsible innovation.  “It’s not about slamming on the brakes; it’s about putting up bumpers so you can move fast without ending up in the gutter.” — Dutch Schwartz  If you’re leading AI adoption inside your organization, this episode breaks down how to build controls that accelerate outcomes, not bureaucracy.  Timestamps  00:00 – Intro: What ClearTech Loop is and who Dutch Schwartz is  01:27 – Dutch’s background and role at SideChannel  03:13 – The “chaos manager” mindset in cybersecurity  04:13 – What makes the CSA AI Safety Initiative different  05:57 – How early AI adoption mirrors cultural waves  06:37 – The “bumpers, not brakes” analogy explained  08:15 – Why non-human identities will define the next phase of AI governance  10:02 – Translating CSA frameworks into practical, recoverable steps  12:15 – The quick hits CISOs need today  13:18 – Jo’s closing reflections and invitation to continue the conversation  Resources & Links  CSA AI Safety Initiative: https://cloudsecurityalliance.org/ai-safety-initiative CSA White Paper: AI Matrix Controls Previous Episode: The CSA AI Safety Initiative with George Finney Related Read by Dutch: Securing generative AI: Applying relevant security controls Guest: Dutch Schwartz — VP of Cloud Services and fractional CISO at SideChannel  Host: Jo Peterson — Chief Analyst, ClearTech Research  CTA Footer: ClearTech Loop is where AI, cloud, and security intersect — hosted by Jo Peterson.  New episodes drop weekly. See you in the Loop.

    14 min
  5. The CSA AI Safety Initiative with George Finney

    14 OCT

    The CSA AI Safety Initiative with George Finney

    AI is moving fast — and the frameworks to secure it are racing to keep up.  In this episode of ClearTech Loop, Jo Peterson sits down with George Finney, Chief Security Officer for the University of Texas System and Co-Chair of the Cloud Security Alliance (CSA) AI Safety Council), to unpack the CSA AI Safety Initiative — a global effort to build practical guardrails for AI adoption.  They cover:  Why the CSA is leading the charge on AI safety How the AI Controls Matrix and “AI firewalls” help organizations evaluate tools responsibly What third-party AI risk looks like in the enterprise stack Why CISOs must have a voice in shaping AI governance If you’re a CISO, IT leader, or practitioner navigating the AI wave, this conversation connects the dots between security frameworks and real-world implementation.  Listen now — and find out how the same group that defined cloud security standards is laying the foundation for AI.  Resources Mentioned  Project Zero Trust — George Finney Rise of the Machines: A Project Zero Trust Story — George Finney Also available as an audiobook on Amazon and Audible, narrated by Daniel Thomas May — best known for his role in The Walking Dead. Cloud Security Alliance – AI Safety Initiative CSA AI Controls Matrix About ClearTech Loop  ClearTech Loop brings together the voices shaping what’s next in cloud, AI, and cybersecurity. Hosted by Jo Peterson, Chief Analyst at ClearTech Research, each episode delivers real conversations with practitioners who are redefining the technology landscape.  Follow The ClearTech Loop on LinkedIn for new episodes, industry analysis, and insights from ClearTech Research: https://www.linkedin.com/newsletters/7346174860760416256/   Stay in the Loop  Want more than a thirty-minute listen? Join the ClearTech Loop subscriber community.  Sign up: https://form.typeform.com/to/EESYYt4a  Choose what you’d like to receive:  Deeper analysis and early research drops New episode alerts Occasional invites to analyst discussions and industry roundtables Your data stays private. We analyze AI — not you.

    12 min
  6. Hybrid Integration: The Foundation of Full-Stack Automation | Jo Peterson | ClearTechLoop

    8 OCT

    Hybrid Integration: The Foundation of Full-Stack Automation | Jo Peterson | ClearTechLoop

    Jo Peterson explores why hybrid integration is now the foundation of full-stack automation — and how a unified platform helps IT leaders manage complexity, connect data across environments, and scale AI initiatives securely. Featuring insights on IBM webMethods Hybrid Integration. Episode Description Today’s enterprise runs everywhere — cloud, on-prem, SaaS, and edge. The real challenge isn’t connecting systems; it’s keeping control, visibility, and governance while doing it. In this special edition of ClearTech Loop, Jo Peterson unpacks: What hybrid integration really means in practiceWhy a unified integration platform is essential for automation at scaleHow AI depends on hybrid integration for real-time, trusted dataWhere IBM webMethods Hybrid Integration fits into the modern enterprise tech stackWant to learn more about how hybrid integration supports resilient, AI-driven automation? Learn more → https://ibm.biz/Bde6n2 Start your free 30-day trial → https://ibm.biz/Bde6nf 🎥 Watch on YouTube → https://youtu.be/EhB6jn2-_sM 📩 Subscribe to ClearTech Loop on LinkedIn → https://www.linkedin.com/newsletters/7346174860760416256/ Episode Notes (extended) Hybrid integration isn’t just a technical upgrade — it’s a strategic necessity for full-stack automation. It unifies APIs, data pipelines, and event streams into a single governance framework.It ensures consistent policy enforcement and observability across hybrid and multi-cloud deployments.It’s the backbone that lets AI systems access data securely, reliably, and at scale.IBM’s webMethods Hybrid Integration offers a hybrid control plane purpose-built for this challenge — connecting innovation with infrastructure and giving organizations the flexibility to modernize without losing control.

    5 min

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ClearTech Loop is a fast, focused podcast delivering sharp, soundbite-ready insights on what’s next in cybersecurity, cloud, and AI. Hosted by Jo Peterson, Chief Analyst at ClearTech Research, each 10-minute episode explores today’s most pressing tech and risk issues through a business-focused lens.  Whether it’s CISOs rethinking cyber strategy or AI reshaping risk governance, ClearTech Loop brings clarity to a shifting landscape—built for tech leaders who don’t have time for fluff.  We cut through hype. We rethink assumptions. We keep you in the loop.