The Tech Trek

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Dec 23, 2025 • 32min

Engineering for EBITDA and the Private Equity Playbook

Joel Dolisy, CTO at WellSky, joins the podcast to reveal why organizational design is the ultimate "operating system" for scaling tech companies. This conversation is a deep dive into how engineering leaders must adapt their strategies when moving between the hyper growth of Venture Capital and the disciplined profitability of Private Equity.Building a high performing team is about much more than just hiring. Joel explains the necessity of maximizing the "multiplier effect" where the collective output far exceeds the sum of individual parts. We explore the pragmatic reality of digital transformation, the "art" of timing disruptive technology adoption like Generative AI, and how to use the Three Horizons framework to keep your core business stable while chasing the next big innovation. Whether you are leading a team of ten or an organization of hundreds, these insights on design principles and leadership context are essential for navigating the complexities of modern software delivery.Core InsightsShifting the perspective of software from a cost center to a core growth enabler is the fundamental requirement for any company aiming to be a true innovator.Private Equity environments require a specialized leadership approach because the "hold period" clock dictates when to prioritize aggressive growth versus EBITDA margin acceleration.Scaling successfully requires a "skeleton" of design principles, such as maintaining team sizes around eight people to ensure optimal communication flow and minimize overhead.The most critical role of a senior leader is providing constant context to the engineering org, ensuring teams understand the "why" behind shifting constraints as the company matures.Timestamped Highlights01:12 Defining the broad remit of a CTO from infrastructure and security to the unusual addition of UX.04:44 Treating your organizational structure as a living operating system that must be upgraded as you grow.10:07 Why innovation must include internal efficiency gains to free up resources for new revenue streams.15:01 Navigating the massive waves of disruption from the internet to mobile and now large language models.23:11 The tactical differences in funding engineering efforts during a five to seven year Private Equity hold period.28:57 Applying Team Topologies to create clear responsibilities across platform, feature, and enablement teams.Words to Lead By"You are trying to optimize what a set of people can do together to create bigger and greater things than the sum of the individual parts there".Expert Tactics for Tech LeadersWhen evaluating new technology like AI, Joel suggests looking at the "adoption curve compression". Unlike the mid nineties when businesses had a decade to figure out the internet, the window to integrate modern disruptors is shrinking. Leaders should use the Three Horizons framework to move dollars from the core business (Horizon 1) to speculative innovation (Horizon 3) without making knee jerk reactions based solely on hype.Join the ConversationIf you found these insights on organizational design helpful, please subscribe to the show on your favorite platform and share this episode with a fellow engineering leader. You can also connect with Joel Dolisy on LinkedIn to keep up with his latest thoughts on healthcare technology and leadership.
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Dec 22, 2025 • 24min

Why Your AI Strategy Will Fail Without A Business Plan

Stop chasing shiny objects and start driving real business outcomes. Marathon Health CTO Venkat Chittoor joins the show to explain why AI is the ultimate enabler for digital transformation but only when it is anchored by a rock solid business strategy. Essential Insights for Tech LeadersAI is not a standalone strategy. It is a powerful tool to accelerate a pre-existing business North Star. Success in digital transformation follows a specific maturity curve. Start with personal productivity, move to replacing mundane tasks, and eventually aim for cognitive automation. Governance must come before experimentation. Establishing guardrails for data privacy is critical before launching any AI pilot. Measure value through tangible efficiency gains. In healthcare, this means reducing administrative burden or "pajama time" so providers can focus on patient care. Don't let marketing speak fool you. Always validate vendor claims against your specific industry use cases. Timestamped Highlights00:50 Defining advanced primary care and the mission of Marathon Health 02:44 Why AI strategy is useless without a defined business strategy 05:01 The three steps of AI adoption from productivity to cognition 12:14 How to define success metrics for a pilot versus a scaled V1 solution 16:40 Real world ROI including call deflections and charting efficiency 21:43 Advice for leaders on data quality and avoiding vendor traps A Perspective to CarryAI is actually enabling [efficiency], but without a solid business strategy, AI strategy is not useful. Tactical Advice for the FieldWhen launching an AI initiative, focus heavily on the underlying data quality. Ensure your team accounts for data recency, accuracy, and potential biases, as these factors determine whether an experiment succeeds or fails. Start small with pilots to build muscle memory before attempting to scale complex systems. Join the ConversationIf you found these insights helpful, subscribe to the podcast for more deep dives into the tech landscape. You can also connect with Venkat Chittoor on LinkedIn to follow his work in healthcare innovation.
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Dec 19, 2025 • 21min

Data Governance for Growth: Moving Beyond Compliance

Stop treating data governance as a "data cop" function and start using it as a high ROI offensive weapon. In this episode, Peter Kapur, Head of Data Governance and Data Quality at CarMax, breaks down how to move beyond defensive compliance to drive profitability, customer experience, and better data science outcomes.Critical Insights for LeadersShift from defense to offense Data defense covers the mandatory regulatory and legal requirements like privacy and cybersecurity. Data offense involves everything else that hits your bottom line, such as investing in data quality to save or make money.Prioritize problems over frameworks Avoid bringing rigid policies and "data geek" terminology to business leaders. Instead, spend time listening to their specific data struggles and apply governance capabilities as solutions to those problems.Data quality makes governance tangible Without high quality data, governance is just a collection of abstract policies. Improving data quality empowers data scientists to produce better models and gives analytics teams the ability to discover and trust their data.Key Moments in the Conversation02:41 Defining the clear line between defensive regulation and offensive growth 06:03 Why data quality and data governance must sit together to be effective 11:00 Shifting from "data school" to "business school" to communicate value 13:12 Quantifying the ROI of data governance through customer wins and time savings 18:35 Actionable advice for starting an offensive strategy from scratch Wisdom from the Episode"If we meet the laws, we meet the regulations, we meet the legal, how do we leverage our data? It is a mindset shift versus, let me lock my data down, no one use it." Tactical Advice for ImplementationEnsure adoption through personalization Design tools and processes that are personalized to specific roles so they feel like a natural part of the workflow rather than a burden.Focus on the eye of the consumer Treat every person in the organization as a "data citizen" and remember that data quality is ultimately defined by the needs of the people consuming it.Join the ConversationSubscribe to the podcast on your favorite platform to catch every episode. Follow us on LinkedIn to stay updated on the latest trends in data leadership.
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Dec 18, 2025 • 27min

Stop Pushing Products and Start Predicting Intent

Afrooz Ansaripour, Director of Data Science at Walmart, joins the show to explain how global leaders are shifting from simple historical tracking to predicting psychological triggers and customer intent. This episode explores the evolution of customer intelligence and how Generative AI is turning massive data sets into personalized, value driven experiences. Listeners will learn how to balance hyper personalization with foundational privacy to build lasting consumer trust.Key InsightsPredict intent rather than just reporting past transactions to understand why a customer is with the brand.Use Generative AI as an explainability layer to transform complex data platforms from black boxes into conversational tools.Prioritize customer trust as a critical part of the user experience rather than just a legal requirement.Integrate digital and physical signals to create a 360 degree view that reveals insights which would otherwise be invisible.Focus on rapid technology adoption and curiosity as the primary drivers of success in modern AI teams.Timestamped Highlights01:51 Identifying the challenges and opportunities when managing millions of real time signals.06:43 Strategies for showing genuine value to the customer without making them feel like just a part of a sale.09:51 How LLMs are fundamentally changing the way data teams interpret unstructured feedback and behavioral patterns.14:42 Managing privacy and ethical data practices while building personalized conversational AI.19:14 Stitching together the online and offline journey to create a seamless customer experience.22:52 The necessary evolution of data science skills toward storytelling and execution bias.A Powerful Thought"Personalization should never come at the expense of customer trust." Tactical StepsCombat the garbage in garbage out problem by refining cleaning processes to handle modern AI requirements.Build an interactive layer or chatbot on top of data products to make insights instantly accessible and automated.Translate technical insights into real world decisions to ensure customers actually benefit from data models.Next StepsSubscribe to the show for more insights into the future of tech. Share this episode with a peer who is currently navigating the complexities of customer data.
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Dec 17, 2025 • 36min

The Real Bottleneck in Healthcare AI Is Data Access

Shahryar Qadri, CTO of OneImaging, joins me to unpack a hard truth about healthcare tech: the goal is not to remove humans, it is to give them more room to be human.We talk about where cost “optimization” actually helps patients, why radiology is a perfect fit for AI but still held back by data access, and how better workflows can improve trust, speed, and outcomes without losing the human touch.OneImaging sits in the radiology benefits space, helping members book imaging in a national network with more transparency and a high touch booking experience, while helping employers cut imaging costs significantly.Key takeaways• The “human touch” in healthcare is not going away, the better play is using tech to increase capacity so caregivers can spend more time being caregivers• Cost optimization is not always about paying less for expertise, it is often about wasting less human time, improving trust, and removing friction around services• Healthcare still runs on outdated plumbing in places you would not expect, including fax based workflows that slow everything down• Radiology is one of the best real world use cases for AI, but the bigger blocker is getting access to imaging data in usable form, not model capability• Your health data is already “there”, but it is not working for you yet. The next wave is tools that scan your longitudinal record and surface what to ask your doctor about, so you can be a stronger advocate for your own careTimestamped highlights• 00:36 What OneImaging actually does, and why “transparent imaging” is more than a pricing story• 02:00 Why healthcare stays personal, and how tech should increase capacity instead of replacing care• 03:36 The real definition of cost optimization, commodity versus service, and where trust matters• 07:01 The surprising reality of imaging ops, why it still feels like 1998, and what gets digitized next• 17:19 AI in radiology is real, but the data access and interoperability gap is the bottleneck• 24:21 Your CDs are full of value, the problem is we do almost nothing with that data todayA line worth replaying“These LLM models are the worst that they’ll ever be today. They’re only going to get better and better and better.”Call to actionIf this episode sparked a new way of thinking about healthcare tech, follow The Tech Trek on your podcast app, share it with a friend in product or engineering, and connect with me on LinkedIn for more conversations like this.
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Dec 16, 2025 • 31min

How to Pay Down Tech Debt Without Slowing Delivery

Swarupa Mahambrey, Vice President of Software Engineering at The College Board, breaks down what tech debt really looks like in a mission critical environment, and how an engineering mindset can prevent it from quietly choking delivery. She shares a practical operating model for paying down debt without stopping the roadmap, and the cultural habits that make it stick.You will hear how College Board carved out durable space for engineering excellence, how they use testing and automation to protect reliability at scale, and how to make the trade offs between features, simplicity, and user experience without slowing the team to a crawl.Key Takeaways• Tech debt behaves like financial debt, delay the payment and the interest compounds until even simple changes become painful• A permanent allocation of capacity can work, dedicating 20 percent of every sprint to tech debt can reduce support load and improve delivery• Shipping more features can slow you down, simplifying workflows and validating with real usage can increase velocity and reduce tickets• Resilience is not about avoiding every failure, it is about designing for graceful degradation so spikes and outages become small blips instead of crises• Automation is not “extra,” it is part of the definition of done, including unit tests as acceptance criteria and clear code coverage expectationsTimestamped Highlights• 00:00 Why tech debt is a mindset problem, not just a backlog problem• 01:00 Tech debt explained with a real example, what happens when a proof of concept becomes production• 03:45 The feature trap, how “powerful” workflows can overwhelm users and explode maintenance costs• 11:03 Engineering Tuesday, one day a week to strengthen foundations, not ship features• 14:39 Stability vs resilience, designing systems that bend instead of shatter• 20:06 Testing and automation at scale, unit tests as a requirement and code coverage guardrailsA line worth keeping“If we don’t intentionally carve out space for engineering excellence, the urgent will always crowd out the important.”Practical moves you can steal• Protect a fixed slice of capacity for tech debt, make it part of the operating model, not a one time cleanup• Treat automation as acceptance criteria, no test, no merge, no release• Use pilots and targeted releases to learn early, then iterate based on metrics and real user behavior• Design for graceful degradation with retries, fallback paths, and clear failure visibilityCall to actionIf this episode helped you think differently about tech debt and engineering culture, follow The Tech Trek, leave a quick rating, and share it with one engineer who is fighting fires right now.
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Dec 15, 2025 • 30min

Trust but Verify, How to Use AI in Engineering Without Breaking Security

Software is still eating the world, and AI is speeding up the clock. In this episode, Amir talks with Tariq Shaukat, co CEO at Sonar, about what it really takes for non tech companies to build like software companies, without breaking trust, security, or quality. Tariq shares how leaders can treat AI like a serious capability, not a shiny add on, and why clean code, governance, and smart pricing models are becoming board level topics. Key Takeaways• “Every company is a software company” does not mean selling SaaS, it means software is now core to differentiation, even in legacy industries. • The hardest shift is not tools, it is mindset: moving from slow, capital style planning to fast iteration, test, learn, and ship. • AI works best when leaders stay educated and involved, outsourcing the whole strategy is a real risk. • “Trust but verify” needs to be a default posture, especially for code generation, security, and compliance. • Pricing will keep moving toward value aligned consumption models, not simple per seat formulas. Timestamped Highlights• 00:56 What Sonar does, and why clean code is really about security, reliability, and maintainability • 05:36 The Tesla lesson: mechanics commoditize, software becomes the experience people buy • 09:11 Culture plus education: why software capability cannot live in one silo • 14:21 Cutting through AI hype with program discipline and a “trust but verify” mindset • 18:23 Boards, governance, and setting an “acceptable use” policy for AI before something goes wrong • 25:18 How software pricing changes in an AI world, and why Sonar prices by lines of code analyzed A line worth saving:“Define acceptable risk as opposed to no risk.” Pro Tips you can steal• Write down what you want AI to achieve, the steps to get there, and the metric you will use to verify outcomes. • For code generation, scan and review before shipping, treat AI output like a draft, not a final answer.• Set clear rules for what is allowed with AI inside the company, then iterate as you learn. Call to ActionIf you want more conversations like this on software leadership, AI governance, and building real impact, follow The Tech Trek and subscribe on your favorite podcast app. If someone on your team is wrestling with AI rollout or developer productivity, share this episode with them.
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Dec 12, 2025 • 27min

How Great Teams Align Goals That Actually Drive Growth

Gregg Altschul, Vice President of Technology at FanDuel, shares a clear and practical look at how leaders can create real alignment across personal, team, and company goals. He explains why transparency drives trust, how to build a path for growth at every level, and why the best managers help people pursue their long term North Star while still delivering for the business. This is a thoughtful and modern blueprint for tech leadership and team development.Key TakeawaysTeams move faster when the company goal is translated into a simple set of objectives that every level can understand and act on.Transparency is the anchor for healthy goal setting and creates the space for honest conversations about career direction.Managers should encourage long term North Star thinking since it keeps people growing even after short term milestones are reached.Succession planning should be an active part of how teams operate so progress never depends on a single person.People can stay committed to their work even if they have long term plans outside the company, and supporting those plans often improves retention.Timestamped Highlights02:19 How top level business goals get distilled into specific team and personal goals that engineers can act on.04:57 The role of transparency in helping teams understand the why behind each objective.07:34 Helping ICs tie personal development to broader company needs while still honoring their ambitions.09:28 Creating a safe environment for honest career conversations in a world of hybrid and remote work.15:14 Why knowing a person’s long term plans makes succession planning easier for everyone.17:45 How Gregg works with his own manager on growth even when the title ladder narrows at the VP level.A standout idea from Gregg“As long as you have a North Star you will grow. Whether you ever reach the exact role you picture is not really the point. The point is growth.”Call to actionIf this conversation helped you rethink how goals work inside your team, share it with a colleague who will appreciate it. Follow the show so you never miss new episodes and connect with me on LinkedIn for more conversations with leaders shaping the future of engineering and data.
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Dec 11, 2025 • 25min

How To Grow From Engineer To CTO And Still Love The Code

Ken Ringdahl, CTO at Emburse, joins The Tech Trek to share what it really looks like to grow from engineer to CTO without losing your love for building. He talks about staying close to the code while leading a three hundred person org, how he learned the business side on the job instead of through an MBA, and why curiosity is still his strongest tool. If you are an engineer who cares about leadership, AI, and long term impact, this one will hit close to home. the-tech-trek_copy-of-ken-ringd…Key takeawaysThe best engineering leaders stay technical for as long as they can, then pick their spots to lean in where the business needs them most.You can learn the business side on the job by raising your hand for cross functional work and building real relationships with sales, finance, and product leaders.Curiosity is a career advantage, both in technology and in leadership, because the quality of your questions shapes the quality of your decisions.A practical AI strategy comes from listening to customers, partners, and internal experts, then translating that into focused product bets instead of chasing shiny tools.Do not rush into management just for the title, a deep foundation as an engineer will make every future leadership decision stronger.Timestamped highlights00:38 Ken explains what Emburse does and how modern spend management lives at the intersection of software, data, and finance. the-tech-trek_copy-of-ken-ringd…01:30 How he balances being an engineer at heart with the reality of leading many teams and products as CTO.03:41 Ken reflects on missing his coding days, what he still tinkers with, and why he chose the bridge role between tech and business.08:32 Learning leadership without an MBA, creating your own opportunities, and attaching yourself to people you can learn from across the company.14:58 How he stays smart on AI through office hours, internal experts, cloud partners, customers, and investor networks.21:22 His biggest advice for engineers who want to move into leadership and why he actually went back to a more hands on role before moving up again.One line that stayed with me“Even if you want to be a leader, do not rush it. Do not go so fast that you do not get that foundation.” the-tech-trek_copy-of-ken-ringd…Practical moves for your own careerStay technical as long as you can, then choose a few focus areas such as architecture, AI strategy, or cloud patterns where you can still go deep.Use curiosity as your main tool, ask simple but sharp questions of finance, sales, and customers so you see how technology really creates value.Look for chances to run cross functional projects early in your career so that by the time you step into leadership, you already understand how the wider business works.Treat partners, customers, and internal experts as an extended brain trust, especially when you are trying to shape an AI and platform strategy.Listen and stay connectedIf this episode helped you think differently about your own path from engineer to leader, follow The Tech Trek, leave a rating on your favorite podcast app, and share it with one person on your team. To keep the conversation going, connect with Ken on LinkedIn and find me there as well for more stories from leaders who are building real impact with technology.
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Dec 10, 2025 • 28min

Factory operating systems and the AI hardware crunch

Karan Talati, cofounder and CEO at First Resonance, joins me to unpack what modern manufacturing really looks like inside factories that build rockets, drones, reactors, and other complex hardware. We dig into why only a small slice of factories run on real systems today, what a true factory operating system unlocks, and how that connects directly to national security and the AI boom.If you care about where all of this new compute, energy, and defense hardware will actually come from, this conversation gives you a clear view of the stack, the gaps, and the opportunity. Key takeaways• Only a small fraction of factories in the United States use a manufacturing execution system, which leaves a huge gap between legacy on prem tools, paper processes, and generic workflow apps that were never built for hardware work• Cloud infrastructure and open interfaces now make it possible to deploy a purpose built factory operating system at a cost and speed that works for both fast moving startups and long standing suppliers• Reindustrialization does not mean bringing every product back onshore, it means being deliberate about the layers of manufacturing that matter most for national security, chips, optics, and other high value components• The real foundation for modern manufacturing is talent, there is a major chance to re skill people into highly technical, well paid roles in aerospace, semiconductors, energy, and more• AI and agent style workflows will sit across design, manufacturing, and field operations so that hardware teams can close feedback loops, shorten timelines, and make better decisions with the data they already generateTimestamped highlights[00:40] Karan explains what First Resonance does and why he calls it a factory operating system for complex industries like aerospace, defense, energy, and autonomy[01:55] How we ended up with only about fifteen percent of factories running on an MES, and why most hardware work still lives on paper, spreadsheets, and ad hoc tools[06:49] A clear walkthrough of how offshoring looked like a rational path for decades, and why it created hidden risk across chips, optics, and other critical components[11:46] Which parts of manufacturing should come back onshore, why you do not want everything local, and how workforce strategy fits into the new industrial map[16:35] What a horizontal stack across design, factory systems, test, and field data can look like, and how AI agents can keep teams in sync across that stack[23:02] The real timelines of hardware in the age of AI, why software is speeding up physical development, and why examples like SpaceX and TSMC matter for the next decadeA line that stayed with me“Hardware and software are not separate worlds, they are one system that is now converging faster than most people realize.”Practical moves for tech leaders• Map your current manufacturing and hardware workflows, even if you are at a software first company, find the paper, spreadsheets, and disconnected tools that support anything physical you ship• Look for one or two places where a factory operating system or modern MES could remove handoffs, for example design changes that take weeks to reach the line or test data that never feeds back into engineering• Treat manufacturing careers as part of your talent strategy, help your teams see these roles as high skill and high impact, not as a side trackCall to actionIf this episode gave you a clearer view of how hardware, AI, and national security tie together, share it with one other person who should be thinking about the factory side of their roadmap. Follow and subscribe to The Tech Trek so you never miss deep dives like this, and connect with me on LinkedIn if you want more conversations at the edge of data, engineering, and real world impact.

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