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BASELINE

Baseline Podcast

Investigating the transition to a computational world.

Contact: info@baselinepodcast.com

Disclaimer: Nothing on this channel should be considered financial or investment advice.

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  • 20 episodes
  • weekly
  • Avg 47 min
  • English
  • S1 · E98
    August 23 · 48 min

    AI Is Finding Vulnerabilities We Missed for 20 Years

    AI agents are beginning to find their own way through systems to achieve the goals we give them. https://www.firetail.aiAfter an OpenAI agent escaped its evaluation environment and compromised Hugging Face, I spoke with FireTail founder Jeremy Snyder to understand what is changing.Jeremy has spent nearly 30 years in cybersecurity. We explore why AI can uncover vulnerabilities traditional penetration testing missed, what happens when agents encounter security constraints, why 180-day patch cycles may no longer be viable, and how cheaper open-weight models could change the economics of cyber attacks.We also look inside the enterprise: shadow AI, the EU AI Act, sovereignty, hybrid AI architectures, and how FireTail itself is already running 25 agents across a 13-person company.

  • S1 · E97
    August 16 · 53 min

    The Chinese AI Question Nobody Can Avoid

    AI is getting cheaper, open models are getting better, and China is changing the economics of the global AI race. But as intelligence becomes more widely available, who actually stays in control?Eight months after our first conversation, I sit down again with Red Hat’s Jonny Williams to examine what has changed. We explore Chinese open-weight AI models, OpenAI and Anthropic, the shift from AI training to inference, the enormous investment in GPUs and data centres, and what AI sovereignty really means for the UK.

  • S1 · E96
    August 9 · 25 min

    Your Employees Are Already Ahead Of Your Organisation

    Artificial intelligence is changing people faster than organisations can adapt. This investigation explores why that matters, how it is reshaping the way companies operate, and why the next competitive advantage may have less to do with technology than an organisation’s ability to redesign itself. For decades, organisations have been built around the capabilities of people. Today, individuals can build products, automate workflows and solve problems in ways that were unimaginable just a few years ago. But while capability has accelerated, many organisational structures, governance models and decision-making processes have not.

  • S1 · E95
    July 19 · 43 min

    Why Some Companies Learn Faster Than Others

    Artificial Intelligence is changing far more than software. It is changing how organisations learn. In this conversation, Glen Calvert, founder of Kaizan, explores why the next competitive advantage may not come from writing better software, but from building organisations that continuously learn, adapt and improve through recursive feedback. Together we examine how AI is transforming product development, customer relationships, organisational knowledge and enterprise operating models. Rather than simply automating work, AI enables organisations to capture experience, identify patterns, improve decisions and continuously evolve in ways that were previously impossible.

  • S1 · E94
    July 12 · 48 min

    AI Won’t Save Companies That Don’t Know What To Build

    Most companies spent the last twenty years trying to become digital. But AI is now testing whether they actually learned how to build, adapt and create value.In this episode of BASELINE, Ian Smith speaks with Malcolm Seagrave, CEO of Hedgehog Lab, about the next phase of digital transformation and why AI adoption is not just about buying tools, rolling out licences or launching proofs of concept.Malcolm has spent decades inside the reality of large organisations trying to transform and stay relevant. He compares the current AI moment to the early internet era, when companies knew they had to move but often did not yet understand the risks, the operating model or the scale of change ahead.The central idea of this conversation is simple: buying technology does not create capability.

  • S1 · E93
    July 5 · 52 min

    Why Enterprise AI Begins with Data

    Enterprise AI is changing the way organisations invest in infrastructure. While public attention remains focused on GPUs and large language models, many enterprises are discovering that the real challenge lies elsewhere. Data, storage, networking, security and governance are becoming the foundations of successful AI deployment.In this episode of BASELINE, Ian Smith speaks with Eric Herzog, Chief Marketing Officer at Lenovo, about why enterprise AI is driving renewed investment in storage infrastructure, hybrid cloud and on-premise systems. Together they explore why AI workloads are moving closer to enterprise data, how proprietary data creates competitive advantage, why GPUs alone are not enough, and what enterprise leaders need to understand before deploying AI at scale.

  • S1 · E92
    June 28 · 45 min

    Why More People Are Starting To Build - Ian Sutherland

    For decades, turning an idea into a product required funding, developers, technical expertise and a team. Today, that barrier is beginning to disappear.In this episode of BASELINE, former Tide CFO Ian Sutherland shares how a career break after helping scale Tide from less than $1 million to more than $200 million in revenue led him to an unexpected discovery: modern AI tools had dramatically reduced the distance between an idea and a working product.We explore why more people are starting to build, how AI is changing entrepreneurship, what it means for startups and investors, and why some of the most interesting products of the next decade may come from people who understand the problem rather than those who simply know how to code.

  • S1 · E91
    June 21 · 55 min

    AI Is Restructuring Enterprise - Sol Enenmoh

    Artificial intelligence is no longer just changing productivity tools. Inside large enterprises, banks and global institutions, AI and AI governance are beginning to reshape how organisations coordinate, decide and operate.In this episode, former HSBC AI transformation lead Sol Enenmoh explores the growing tension between traditional enterprise structures and computational systems evolving at machine speed. From governance and organisational silos to agentic systems, AI literacy and sovereign infrastructure, this conversation examines what may become one of the defining transitions of the next decade: What happens when enterprises are no longer structured around humans coordinating work… but around computational systems coordinating humans?

  • S1 · E90
    June 14 · 58 min

    Do We Still Understand the Systems We Build? Tudor Girba

    AI is accelerating software development at an unprecedented pace. But what if the real problem isn’t building software anymore?What if the problem is understanding it?In this episode of BASELINE, Tudor Girba joins Ian Smith to explore one of the most overlooked challenges in modern technology: the growing gap between the software we create and our ability to comprehend it.As AI generates more code, organisations are becoming increasingly dependent on systems that nobody fully understands. From legacy banking infrastructure and enterprise software to AI-assisted development and digital transformation, Tudor argues that the future of software engineering may depend less on writing code and more on learning how to read, understand and evolve complex systems.

  • S1 · E89
    June 7 · 47 min

    You can no longer trust video calls - Will Taylor

    AI can now clone voices, fake video calls and imitate real people convincingly enough to steal millions of dollars from businesses in real time.In BASELINE089, Ian Smith sits down with Will Taylor from YEO Messaging to explore the collapse of trusted communication in the AI era. As deepfakes, AI-generated identities and social engineering attacks become increasingly indistinguishable from reality, organisations are facing a new challenge: how do you prove the person on the other side of a message, voice note or video conference is actually real?

  • S1 · E88
    May 31 · 53 min

    Human Engineers Are Reaching Their Limits - Elie Talj

    Modern engineering systems are becoming increasingly software-defined.From vehicles and aerospace systems to robotics and critical infrastructure, software is now the bottleneck limiting how quickly complex systems can be built, tested and deployed.In BASELINE088, former McLaren Principal Engineer and Arrival Director Elie Talj explores why engineering may be approaching the limits of human scalability, and how new forms of AI could radically accelerate the creation of deterministic control software.The discussion explores the hidden complexity inside modern engineering systems, the tension between speed and reliability, and why current AI coding tools struggle in safety-critical environments.

  • May 24 · 39 min

    The Actual Cost of AI Compute

    AI promises abundance, automation and intelligence at planetary scale. But what problem is it actually solving?In BASELINE086, Richard Self joins BASELINE to explore the economics, infrastructure and physical reality behind artificial intelligence, large language models, generative AI and the next generation of compute systems.Drawing on 50 years inside modern computing, from Rolls-Royce mainframes to today’s AI infrastructure race, Richard examines why many AI benchmarks are becoming meaningless, the true economics of generative AI, the physical limits of compute and energy, and why SpaceX is rapidly positioning itself as an AI infrastructure company through orbital data centres and low Earth orbit compute systems.

    • Transcript
  • S1 · E86
    May 17 · 40 min

    $2B to $10B: Why Quantum Suddenly Matters

    In this episode of BASELINE, Ian Smith sits down with Kirill Pyshkin, investor and physicist, to unpack what’s actually happening inside the quantum market.Investment has jumped from around $2 billion to over $10 billion in a year. Large institutions like HSBC and Moderna are already reporting real-world results. So why does it still feel like a science project?This conversation breaks down what changed in 2025 and why it matters, where quantum is already being used today, why one breakthrough can shift an entire industry, the real risks around encryption and security, how investors separate signal from hype, and what happens next as quantum moves from research to deployment.

    • Transcript
  • S1 · E85
    May 10 · 44 min

    If Something Goes Wrong… This Is All You Have - John Dodd

    If something goes wrong at sea, there is no one coming to help you.The only thing that connects you to rescue… is a signal.In this episode, I sit down with John Dodd from Inmarsat, part of Viasat, to understand what really happens when that signal is sent.This is about the systems that keep people alive when they are completely on their own. How they work, what they’re up against, and what it takes to make sure they don’t fail.Because out there… it has to work.BASELINE uncovers how AI and technology are transforming business, creativity, and society.

    • Transcript
  • S1 · E84
    April 26 · 1 hr 1 min

    Your AI Strategy Won’t Survive This Shift - Bob De Caux

    Enterprise AI adoption is accelerating, but implementation is proving far more difficult than expected. While organisations are investing heavily in artificial intelligence, machine learning, and large language models, many are struggling to translate capability into real operational impact. Bob De Caux is the Chief AI Officer (CAIO) at https://www.ifs.com/enThis conversation explores the gap between AI innovation and enterprise execution, covering the realities of AI strategy, organisational readiness, and the challenges of deploying AI systems at scale. Topics include AI transformation, enterprise architecture, data readiness, internal capability gaps, and the pressure on leadership teams to act before fully understanding the implications.Drawing on real-world experience inside enterprise environments, this discussion breaks down why AI initiatives often stall, where companies are overestimating progress, and what needs to change for AI to deliver measurable value.

    • Transcript
  • S1 · E83
    April 19 · 48 min

    How To Actually Get Hired In AI Companies - William Excell

    The AI job market is expanding rapidly, but most people still don’t know how to access it.In this episode, Ian sits down with William Excell, a recruiter working directly with AI startups and high-growth technology companies, to break down what is actually happening inside the hiring market.As AI reshapes how companies are built, teams are becoming smaller, faster, and more selective. The result is a fundamental shift in what companies look for and who gets hired.

    • Transcript
  • S1 · E82
    April 12 · 55 min

    The Hidden Talent Market - Gene Allmark-Kent

    The global talent market is changing faster than most companies realise.For decades, careers followed a predictable path: education, corporate ladder, promotion, leadership. But AI, automation, and network-driven hiring are quietly rewriting the rules of work.In this episode of BASELINE, Ian Smith sits down with Gene Allmark-Kent, a senior executive search leader at Wilton & Bain, to unpack what is really happening behind the scenes of the global hiring market.

    • Transcript
  • S1 · E81
    April 4 · 49 min

    The Emergence of Intelligence (And Why You’re Losing Your Edge) - Errol Rasit, Gartner

    Errol Rasit is a Managing Vice President of Emerging Technologies Research at Gartner, where he advises global organisations on how technologies like artificial intelligence, cloud, and data infrastructure are reshaping business, decision-making, and human behaviour. With nearly two decades inside Gartner and leadership roles across research, product, and innovation, Errol brings a rare combination of deep technical insight and real-world enterprise perspective.

    • Transcript
  • S1 · E80
    March 28 · 27 min

    Your Accountant Is a Relationship, Not an Algorithm - Michael Loizou

    In this episode of BASELINE, Ian speaks with accountant and finance transformation specialist Michael Loizou about the human side of financial decision-making. As AI tools begin analysing financial data, generating reports, and assisting with forecasting, many people assume the role of accountants will simply become automated. Michael sees it differently. Drawing on years of experience working with founders and organisations, he argues that financial systems may process the numbers, but understanding those numbers requires context, judgment, and trusted relationships.

    • Transcript
  • S1 · E79
    March 22 · 58 min

    If AI Replaces Work, Why Do We Still Need Humans? - Dr Rodrigo Perez-Vega

    Artificial intelligence is rapidly transforming how markets operate, how companies hire, and how consumers make decisions. But beneath the headlines about productivity and automation lies a deeper question: what happens when human labour is no longer required to sustain the economy?In this conversation with Rodrigo Perez-Vega from Henley Business School, we explore how AI is reshaping consumer behaviour, employment, and even demographic trends. If consumption fuels economic growth but AI reduces the need for human work, the foundations of our economic systems begin to shift.

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