Zinnov Podcast

Zinnov

Zinnov Podcast is for leaders who set direction, not follow it. Featuring CIOs, CTOs, and CEOs, the series examines how organizations scale amid data, AI, and growing complexity, through real decisions, trade-offs, and leadership at scale.

  1. May 5

    The Tech Services Reinvention Cycle: AI Transformation and the Growth–Liquidity Trade-Off Ft. Jeff Rich, Sunstone Partners

    The tech services industry is being forced into a reset. AI is changing how work gets done, how it is priced, and how value is measured. For private equity investors and tech services leaders, the impact is already visible. Delivery is getting automated, costs are coming down, and revenue models built on billable hours are under pressure. So the real question is: how do you create and capture value when execution itself is being commoditized? In this episode of the Zinnov Podcast, Jeff Rich, Operating Partner at Sunstone Partners, joins Sidhant Rastogi, President at Zinnov, to break down how the AI transformation of tech services is reshaping growth, margins, and exit outcomes. Jeff brings a rare operator + investor perspective, having helped scale a tech services company into a multi-billion-dollar business. He now works closely with portfolio companies across cloud, data engineering, and AI services. In this conversation, we cover why outcome-based pricing is still hard to implement in tech services, how AI agents and agentic architectures are changing enterprise workflows, and why vertical and workflow-level expertise is becoming critical. We also explore the reality of AI-driven commoditization and what it means for services firms, along with the growth versus liquidity trade-off and how it impacts valuation and exit timing. A key takeaway is that AI usage does not matter unless it shows up in revenue growth, margin expansion, or EBITDA. This episode is especially relevant for private equity investors, founders, and leaders of tech services companies navigating the shift to an AI-driven market. Tune in for a grounded, no-hype perspective on what it takes to build, scale, and exit in the next phase of technology services.

    37 min
  2. Mar 17

    Driving the Future: Accelerating the Shift to Software-defined Vehicles Ft. Naveen Kichili, HCLTech

    The automotive industry is undergoing a once-in-a-generation shift as vehicles evolve from hardware-centric machines to software-defined vehicles (SDVs). This transformation is redefining how cars are built, updated, and improved across their lifecycle. In this episode of the #ZinnovPodcast, Naveen Kichili, Global Head – Software-Defined Vehicle at HCLTech, joins Vijaykumar Hegde, Partner at Zinnov, to explore what it takes for OEMs to transition toward software-driven vehicle platforms. Drawing on more than two decades of experience in automotive transformation, Naveen shares deep insights into the architectural, operational, and business changes required to make SDVs a reality. The conversation unpacks why SDVs represent a structural shift for the automotive industry, the move from distributed ECUs to centralized and zonal compute architectures, and why over-the-air (OTA) capabilities go far beyond a feature to require a secure, end-to-end software pipeline. It also delves into the challenges of managing legacy complexity while modernizing vehicle platforms, outlines the SDV roadmap for the coming decade, from building foundations to scaling and enabling closed-loop evolution, and highlights how OEMs can unlock lifecycle value through software, services, and data. If you are working on automotive software, vehicle platforms, or digital mobility transformation, this episode is for you. Listen now.

    27 min

About

Zinnov Podcast is for leaders who set direction, not follow it. Featuring CIOs, CTOs, and CEOs, the series examines how organizations scale amid data, AI, and growing complexity, through real decisions, trade-offs, and leadership at scale.