Explore every episode of the podcast Ayna Insights

In this episode of the Titanium Economy Podcast, Scott Barbour, CEO of Advanced Drainage Systems, talks with Akshay Sethi, President & Head of Commercial Excellence at Ayna, about how ADS grew from a $2 billion to $10 billion market cap through operations, acquisitions, and capital allocation. Scott explains how ADS manages stormwater and septic systems while recycling 500 million pounds of plastic annually, and how acquisitions like Infiltrator and NDS expanded their water management capabilities. The conversation covers focus, operational discipline, engineering innovation, and what it takes to attract talent to industrial businesses.

Scott Barbour is President and CEO of Advanced Drainage Systems (ADS), the North American leader in stormwater and on-site septic solutions, with approximately $3 billion in revenue and a market cap exceeding $10 billion. Before ADS, he spent 27 years at Emerson Electric in senior roles across business units, geographies, and P&Ls. Since becoming CEO, Barbour has driven a 6x increase in market cap through disciplined pricing, manufacturing transformation, acquisitions including Infiltrator and NDS, and a pioneering recycled plastics strategy.

Discussion Points

• (00:00) — Introduction & The ADS Industrial Story Scott Barbour is introduced as the CEO who grew ADS from a $2 billion to $10 billion market cap. He contextualizes ADS within the American industrial story, emphasizing the company's role in managing one of the world's most critical resources: water.
• (06:25) — The Three Value Creation Levers Behind 6x Market Cap Growth Barbour outlines the triad of strategic pricing, manufacturing and logistics transformation, and disciplined acquisitions that drove shareholder value creation. The Emerson-instilled philosophy of growing sales, profits, and cash in sequence is identified as the foundational financial framework.
• (11:04) — Material Conversion Strategy & the Infiltrator/NDS Acquisitions The long-runway opportunity in converting infrastructure from concrete and clay to high-performance plastics is examined alongside the Infiltrator and NDS acquisitions. Barbour explains how each expanded market participation, neutralized competitive threats, and diversified ADS's profit profile toward higher-margin products.
• (20:27) — Sustainability, Recycling, and the $65M Engineering & Technology Center Recycling 500 million pounds of plastic annually is framed as an operational and economic advantage, not a marketing construct. The $65 million engineering and technology center consolidates previously fragmented R&D, enabling disciplined development in material science, tooling, and water quality.
• (34:44) — Leadership Lessons, Industrial Focus, and the Talent Imperative Drawing on 27 years at Emerson, Barbour identifies capital allocation, operational focus, and avoiding strategic drift as the disciplines most critical to industrial leadership. He names attracting engineering and manufacturing talent — not capital — as the defining challenge for American industry.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode Akshay Sethi is President and Head of Commercial Excellence at Ayna.

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Scott Barbour LinkedIn

ADS Website

The Titanium Economy

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In this episode of the Titanium Economy Podcast, Mohit Jaju, President and Head of Operations Excellence at Ayna, speaks with Riaz Raihan, Chief Digital Officer of Trane Technologies, about how AI and digital innovation are transforming industrial manufacturing and sustainable buildings. Riaz shares how Trane Technologies is using AI, IoT, and predictive analytics to optimize HVAC systems, reduce energy waste, and accelerate its net-zero goals. The conversation covers BrainBox AI, smart buildings, industrial AI adoption, and why execution matters more than waiting for perfect data.

Riaz Raihan is SVP and Chief Digital Officer of Trane Technologies, the $21B global climate innovator behind the Trane Technologies and Thermo King brands. A mechanical engineer by training and Stanford Management Program graduate, he led multi-billion-dollar business units at SAP, Cisco, and Infor before joining Trane Technologies as its first CDO. He is a member of MENSA International and the Forbes Technology Council.

Discussion Points

• Digital as the Engine of Sustainability: From eliminating hundreds of thousands of truck rolls to deploying AI-driven HVAC optimization, digital is Trane Technologies primary mechanism for delivering on its Gigaton Challenge commitments.
• The Brainbox Acquisition: AI as HVAC Autopilot: Brainbox was piloted across multi-site deployments before acquisition, validating 25 to 30% energy reduction. Riaz's autopilot analogy: aircraft are on course less than 5% of the time, corrected by continuous micro-adjustments. Brainbox does the same for buildings.
• Three AI Pillars: Growth, Transformation, and Employee Experience: Employee productivity gets organic experimentation. Enterprise transformation demands P&L discipline. Perfect data is a myth - the top 20% of data drives 80% of value.
• AI Saves More Energy Than It Uses: Globally, HVAC accounts for roughly 10% of energy consumption. AI can reduce that by 30%. The resulting savings are approximately 4x the total energy consumed by all data centers worldwide. It's not a technology problem - it's an execution problem.
• Talent, the CDO Role, and the Building of the Future: The commercial building of the future integrates AI, cloud BMS, thermal storage, dual-fuel systems, and on-site generation. The CDO is a revenue-generating growth vector, not an IT function. Execution cadence: Rolling Thunder, three deliverables every quarter, called out in advance.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode Mohit Jaju is President and Head of Operations Excellence at Ayna.

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Riaz Raihan LinkedIn

Trane Technologies

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In this episode of the Titanium Economy Podcast, Chris Bergey, EVP of the Edge AI Business Unit at Arm, talks to Akshay Sethi, President & Head of Commercial Excellence at Ayna. Chris breaks down how Arm became foundational to modern computing, from smartphones to hyperscale AI infrastructure, and shares insights on Arm's AI strategy, the rise of inference workloads, the transition to Arm v9, and why ecosystem scale remains its biggest competitive advantage. The conversation also covers edge AI, cloud computing, industrial automation, and semiconductors' next wave of innovation. A must-watch for anyone following AI, semiconductors, and the future of computing.

Chris Bergey is leading the Edge AI business unit at Arm Holdings, a semiconductor IP company whose architecture powers 99% of smartphones a compute platform that touches 100% of the global population. With over 30 years of industry experience, he has held senior leadership roles at AMD, Western Digital, SanDisk, and Broadcom, as well as across multiple divisions within Arm, including infrastructure, client computing, and now Edge AI. A regular keynote presence at Mobile World Congress, CES, Embedded World, and Computex, Bergey is widely regarded as a leading voice on edge inference, AI silicon strategy, and heterogeneous computing.

Discussion Points

• (00:00) — Arm's Business Model, Growth Architecture, and the V9 Revolution Arm's three-decade IP licensing model has compounded into dominant semiconductor infrastructure spanning smartphones, data centers, and automotive. The V9 architecture, nearly a decade in development, has restructured royalty economics while embedding AI acceleration at the silicon level.
• (09:56) — Inference Over Training: Where AI Value Is Monetized at Scale Chris Bergey argues that inference workloads represent a far larger commercial opportunity than model training. The rise of agentic AI, with parallel inference chains running simultaneously, further accelerates the primacy of edge and distributed compute over centralized training clusters.
• (14:06) — Arm's Competitive Positioning: Enabling and Competing Across the AI Stack ARM navigates a nuanced co-opetition dynamic, powering Nvidia Blackwell GPUs while architecting platforms that reduce dependence on x86 incumbents. Arm's value accrues regardless of which application layer wins, as it provides the foundational compute substrate across competing paradigms.
• (23:55) — Leadership Philosophy: Intellectual Honesty, Domain Transitions, and the Cloud Bet Bergey's career across AMD, Western Digital, Broadcom, and ARM reflects a framework centered on truth-seeking, customer discipline, and asymmetric bets — including Arm's all-in commitment to cloud-native Neoverse infrastructure over legacy OEM relationships.
• (29:23) — Edge AI in Industrial Markets and the Future of Physical Actuation Arm's approach to fragmented industrial markets prioritizes composable building blocks over unit-volume scale, enabling AI-driven orchestration where standards bodies previously failed. Bergey's forward thesis centers on physical actuation — robotic systems with high degrees of freedom — as the next major inflection point for semiconductor demand.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode Akshay Sethi is President and Head of Commercial Excellence at Ayna.

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Chris Bergey

Arm Website

In this episode of the Titanium Economy podcast, Gaurav Batra, CEO of Ayna, sits down with Greif CFO Larry Hilsheimer to unpack how a 150-year-old industrial packaging company has reinvented itself through disciplined capital allocation, portfolio transformation, and customer-centric strategy. Larry shares how Greif improved margins by prioritizing value over volume, exited non-core businesses, and built a high-performing culture grounded in customer intimacy. They also explore AI adoption, ERP transformation, and how industrial companies can thrive through prolonged economic cycles. This conversation is a must-watch for leaders interested in resilient growth, operational excellence, and long-term value creation.

Larry Hilsheimer is Executive Vice President and CFO of Greif, Inc., a global industrial packaging leader with approximately $4.5 billion in annual revenue across 40 countries. He brings nearly three decades of experience from Deloitte, spanning tax advisory, corporate transactions, and senior executive roles, before serving as CFO of Nationwide Mutual Insurance during the 2008 financial crisis and taking on financial leadership at Scotts Miracle-Gro. At Greif, he has been the financial architect of a transformational decade defined by $2.5 billion in strategic acquisitions, approximately $3.5 billion in dispositions, and a deliberate shift toward less-cyclical end markets.

Discussion Points

• (00:00) Greif's Industrial Legacy, Market Position & Community Philosophy Nearing its 150th year, Greif manufactures industrial containers underpinning global supply chains for chemicals, food, and consumer goods. Its service-profit-chain philosophy treats colleague engagement, customer excellence, and community vitality as interdependent operational pillars.
• (04:59) Industrial Packaging Investment Thesis & Strategic Portfolio Transformation Greif's evolution from wooden cooperage to a $4.5 billion global packaging leader reflects relentless capital reallocation toward defensible market leadership across 35 countries. Deliberate divestitures — including the containerboard exit to PCA — reduced cyclicality while unlocking capital for higher-margin repositioning.
• (09:34) Capital Structure Optimization, Margin Discipline & Customer Intimacy Divestitures have driven leverage to 1.2x, enabling organic growth and tuck-in acquisitions aligned to Greif's end-market thesis. Closing 100+ underperforming plants and enforcing value-over-volume discipline elevated Net Promoter Scores from below the 30th percentile to the world-class mid-70s.
• (15:17) ERP Consolidation, Data Harmonization & AI Integration Consolidating 100+ legacy systems into a single ERP built the data infrastructure required for AI deployment at scale. AI is already driving productivity gains across finance, legal, HR, and supply chain, with agentic capabilities displacing manual processes such as global statutory reporting.
• (22:36) Macroeconomic Outlook, Industrial Sector Valuation & the Evolving CFO A multi-year industrial recession — tied to home resales at 1983 lows and weakening global auto production — continues suppressing packaging demand. Simultaneously, the CFO role has evolved into a strategic mandate requiring intellectual curiosity, operational fluency, and adaptability in an AI-accelerated environment.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode – Gaurav Batra is President & CEO of Ayna.

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Greif

Digital twins can already predict the failure of a million-dollar industrial asset with 99% accuracy — so why are engineers on the ground still resisting adopting them, and who has to move first to break that deadlock?

In this episode of the Titanium Economy podcast, host Vineet Gupta sits down with Prith Banerjee, Senior Vice President of Innovation at Synopsys, to explore the convergent forces reshaping semiconductor and systems engineering. Prith details how the $35 billion ANSYS acquisition and $2 billion Nvidia partnership position Synopsys to command the emerging chip-to-system design market. He explains how agentic AI is compressing design cycles for trillion-transistor chips, how physics-based digital twins achieve 99% predictive accuracy in industrial deployments, and why passionate pursuit of one's "true north" defines enduring innovation across academia, entrepreneurship, and global enterprise.

Prith Banerjee is Senior Vice President of Innovation at Synopsys, leading the company's technology strategy across EDA, simulation, and IP. With an extraordinary career bridging elite academia, serial entrepreneurship, and Fortune 500 leadership, he has served as CTO at Ansys, EVP and CTO at Schneider Electric, EVP and CTO at ABB, and SVP of Research at HP Labs. A professor turned founder, he established AccelChip (acquired by Xilinx) and BINACHIP, authored over 350 technical papers, and supervised 37 PhD students. A Fellow of IEEE, ACM, and AAAS, Banerjee holds degrees from IIT Kharagpur and the University of Illinois at Urbana-Champaign.

Discussion Points

• Synopsys: The Invisible Backbone of Chip Design Synopsys powers chip design globally through EDA tools and IP. The ANSYS acquisition extends its reach from silicon into full-system engineering.
• Forty Years of EDA Evolution and the ANSYS Acquisition Four decades of semiconductor advancement drove exponential growth in chip complexity. Acquiring ANSYS unified multiphysics simulation with chip design for intelligent systems.
• The Nvidia Partnership and AI-Driven Design Automation A two-billion-dollar Nvidia partnership accelerates GPU-enabled industrial simulation capabilities enterprise-wide. Agentic AI systems now autonomously re-engineer complex, trillion-transistor chip design workflows.
• Digital Twins and the Future of Industrial Applications Physics-informed digital twins elevate predictive accuracy to ninety-nine percent for critical assets. Integrated electronic and mechanical twins validate entire complex products before physical manufacturing begins.
• Innovation Philosophy, Entrepreneurship, and Enduring Legacy A career spanning academia, startups, and global corporations reflects relentless, principled innovation. Banerjee urges young engineers to pursue their "true north" with unwavering passionate conviction.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode – Vineet Gupta is President & Head of Semiconductor Practice at Ayna.

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Prith Banerjee LinkedIn

Synopsys.com

Ansys.com (acquired by Synopsys; tools including Fluent, HFSS, Mechanical, Red Hawk, LSDyna, Twin Builder, SIM AI, OptiSLang)

The Titanium Economy

Ayna Website

In this episode of the Titanium Economy Podcast, host Vineet Gupta speaks with Luca Savi, President and CEO of ITT. Luca shares how ITT wins through execution, innovation, and deep customer intimacy and how the company is deliberately shifting its portfolio away from cyclical markets through disciplined M&A focused on value creation. The conversation covers leadership, culture, and what it takes to build urgency, agility, and accountability across a global organization. Luca closes with the key bets ITT is making toward its 2030 vision.

Luca Savi is President and CEO of ITT Inc. He joined ITT in 2011 as President of Motion Technologies, after senior roles at Comau (Fiat Group) and Honeywell International across Italy, China, and the US. He holds a Chemical Engineering degree from Politecnico di Milano, an MBA from London Business School, and serves on the board of MSA Safety Inc.

Show Notes

• ITT Overview: Designs and manufactures highly engineered components for harsh environments across energy, industrial, automotive, aerospace, and rail.
• Market Performance: ITT's brake pad business outperformed the market by 800 basis points annually over a decade, driven by 99.9% on-time delivery and parts-per-billion quality standards.
• Portfolio Rebalancing: Automotive's share of EBIT dropped from 60%+ to ~33%, with capital redeployed into higher-margin flow and connector businesses. The SPX Flow acquisition accelerates the 2030 target of 20% automotive exposure.
• Culture & Leadership: ITT's model demands deep operational knowledge at every level — from CEO to frontline — with shop-floor engagement as a universal principle across all geographies.
• 2030 Vision: M&A focused on fragmented flow markets and aerospace/defense connectors, supported by a transformed board that provides expert coaching and constructive challenge.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode is AYNA’s Vineet Gupta.

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ITT

Luca Savi LinkedIn

The Titanium Economy

Ayna Website

In this episode of the Titanium Economy Podcast, Akshay Sethi, President and Head of Commercial Excellence at Ayna, talks with Anand Sanghi, President, Americas at Vertiv about how AI is driving changes in infrastructure, innovation, and business growth. They discuss Vertiv’s approach to scaling global operations, staying close to customers, and using R&D to stay ahead in a fast-changing tech landscape. They also discuss how the company navigates AI demand, develops reliable solutions, and plans for the future of critical infrastructure.

Anand Sanghi is the Head of Americas at Vertiv, a global leader in critical digital infrastructure solutions encompassing power, cooling, and lifecycle services for data centers, telecommunications networks, and industrial environments. He was previously president for Vertiv Australia, New Zealand, Southeast Asia, Japan, South Korea and India (ASI). Sanghi holds an engineering degree from IIT and an MBA from IIM. 

Discussion Points

• Introduction & Vertiv's Business: End-to-end power and cooling for critical digital infrastructure — data centers, semiconductor plants, hospitals, and mission-critical environments globally.
• AI-Driven Growth & Transformation: Generative AI has pushed rack power density from single-digit to 150+ kilowatts. Vertiv has repositioned as a technology-industrial hybrid at the intersection of advanced manufacturing and digital infrastructure.
• Strategy & AI Ecosystem: Vertiv anticipates silicon roadmaps two chip generations ahead. Customer intimacy and power-thermal convergence underpin its integrated data center and AI factory portfolio.
• Capital Allocation & R&D: Disciplined organic growth with selective M&A. R&D spend grows ~20% annually, compressing product cycles to 12 months.
• Market Metrics & Demand: Key forward indicators: qualified pipeline, silicon deployment volumes, and capacity ramp flexibility.
• Leadership Philosophy: Purpose-driven, humble leadership shaped by three decades of global cycles and early-career values.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode is AYNA’s Akshay Sethi.

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Vertiv

Anand Sanghi LinkedIn

Book: The Titanium Economy

Ayna Website

In this episode , Akshay Sethi sits down with Olivier Biebuyck, President of Fabrication Technology at ESAB, to discuss how industrial companies can unlock growth through commercial excellence. Olivier shares lessons from ESAB’s acquisition journey and explains why pricing, sales effectiveness, and data have become critical levers for growth. The conversation explores how commercial integration drives post-merger value, how customer expectations in industrial markets have shifted, and why buyers now expect an Amazon-like experience.

They also discuss how ESAB is approaching AI in a focused, problem-led way across sales, pricing, and digital channels, and why the biggest opportunity with AI is enabling sales teams to spend more time with customers. Olivier closes with advice for emerging commercial leaders on staying close to customers and building truly customer-centric strategies.

Olivier Biebuyck serves as Global President of Fabrication Technology at ESAB, a $2.5 billion welding and fabrication technology company operating in over 100 countries. His ESAB career encompasses leading the Filler Metals division, directing the Sandvik Welding Technologies acquisition, and serving as Head of EMEA and Global Products. Previously, Biebuyck held the Chief Marketing Officer position for Honeywell's Process Technology division. He began his career as a management consultant at McKinsey & Company, where he developed expertise in consumer goods before transitioning to industrial B2B sectors.

Discussion Points 

• (00:00) Commercial Leadership Foundations and Industry Evolution - Prior consumer goods experience has shaped the way he approaches industrial B2B customers. The industrial sector increasingly embraces commercial excellence methodologies alongside traditional operational efficiency and cost competitiveness strategies. 
• (05:20) M&A Integration Strategy and Commercial Playbook Development - ESAB executed five acquisitions across three years requiring systematic integration frameworks balancing channel management and talent retention. 
• (13:16) Customer Experience Expectations- Industrial buyers demand Amazon-equivalent experiences including seamless ordering, real-time shipment visibility, and self-service capabilities. Companies must transform business models to meet customers' evolving standards. 
• (18:40) AI Framework and Implementation - Focused AI deployment targeting specific pain points has helped demonstrate a measurable impact. Data transformation requires cleaning legacy systems, connecting historical information, and ensuring predictive analytics readiness across multiple ERPs. 
• (23:20) Commercial Transformation Vision and Customer-Centric Leadership - ESAB's innovation portfolio maturity creates opportunity for systematic commercial transformation. Emerging leaders must prioritize direct customer engagement across regions to develop authentic customer-centric commercial strategies. 

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode is AYNA’s Akshay Sethi.

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ESAB Corp

Olivier Biebuyck LinkedIn

Titanium Economy

Ayna Website

Steve Blanco, President and CEO of MSA Safety, joins the Titanium Economy Podcast to discuss leading a safety technology company through innovation, global growth, and digital transformation. In his wide-ranging conversation with Gaurav Batra, CEO of Ayna, Steve shares how mission driven leadership, customer intimacy, and technology shape MSA’s strategy and long-term performance.

In this episode: 

• How MSA has stayed relevant for over a century by innovating around tangible customer safety problems
• Why customer intimacy is the core driver of differentiation in industrial safety
• How connected devices, software, and AI are changing workplace safety and operations
• What it takes to scale globally while preserving culture, margins, and long-term growth

Steve Blanco serves as President and Chief Executive Officer where he is responsible for overseeing MSA Safety’s global portfolio and the implementation of the company’s strategic initiatives.  Previously (from 2017 to 2022) he was President of MSA Americas. During his tenure, revenue in the segment grew by more than 40%.  Steve also helped oversee the acquisitions and integrations of Bacharach, Globe Manufacturing, and Sierra Monitor. Prior to joining MSA Safety, Steve worked for Eaton Corporation, serving as Vice President of Manufacturing for the company’s Electrical Sector, and worked for Ford Motor Company and Visteon.

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MSA The Safety Company

Steve Blanco LinkedIn

Gaurav Batra LinkedIn

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Ayna Website

In this episode of the Ayna Insights, , host Vivek Sharma speaks with Brish Bhan Vaidya, Global Procurement Executive at Uber, on how procurement is evolving from a cost function to a strategic growth enabler. Brish highlights the shift toward multi-tier supplier diversification, AI-driven intelligence, ESG integration, and proactive scenario planning to build resilient, agile sourcing models aligned with business objectives.

Brish leads APAC Strategic Sourcing and the Global Buying Center at Uber, bringing 20+ years of experience across BT, Accenture, and American Express. He has driven large-scale procurement transformations, strengthening supplier partnerships, embedding digital and AI capabilities, and building world-class sourcing frameworks to deliver sustained value across complex global supply chains.

Discussion Points

• (00:00) Procurement’s evolution: Shift from cost center to strategic value driver, requiring proactive planning amid tariffs and geopolitical disruption.
• (6:27) Managing sourcing risk: Multi-tier supplier diversification is now the baseline to address ESG, insolvency, and geopolitical uncertainty.
• (13:21) Building resilience: Effective sourcing hinges on supplier optionality, performance tracking, and co-creation, with TCO factoring in disruption risk.
• (17:39) AI in procurement: AI accelerates category intelligence, supplier risk analysis, and contract lifecycle management.
• (32:03) Future-ready leadership: Procurement leaders must blend ESG rigor with commercial acumen and digital fluency.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode - Vivek Sharma is a President at Ayna.

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Brish Bhan Vaidya LinkedIn

Titanium Economy

Ayna.AI Website

Vivek Sharma LinkedIn

Ayna’s Mohit Jaju interviews Ed Dowling, CEO of Compass Minerals, on how 2025 tariff regimes are reshaping industrial supply chains. Ed notes that while Compass achieved USMCA compliance exemptions, secondary effects disrupted inbound supply chains, prompting a shift from sole- to multi-source strategies. He highlights market differentiation—high-value industrial products allowed tariff pass-through, while bulk municipal contracts resisted price changes, creating millions in opportunity costs. Ed calls for policy consistency, arguing that volatility deters investment while known risks can be managed—underscoring the need for constructive CEO–policymaker engagement and resilient supply chains.

Ed Dowling, CEO of Compass Minerals, brings 30+ years of global mining and minerals leadership, including CEO roles at SSR Mining and Meridian Gold, senior positions at De Beers and Cleveland-Cliffs, and board chair roles at Polyus and Copper Mountain Mining. He currently serves on Teck Resources’ board. A former U.S. Navy Petty Officer, Dowling holds bachelor’s, master’s, and doctoral degrees in mineral processing from Penn State, grounding his leadership in deep technical expertise across salt, lithium, magnesium, and plant nutrition markets.

Discussion Points

• (00:00) Compass Minerals Overview – Ed Dowling leads Compass Minerals, producing salt, lithium, magnesium, and plant nutrition critical to infrastructure.
• (01:39) 2025 Tariff Impact – Tariff uncertainty delayed expansion, though USMCA compliance exempted core products from direct exposure.
• (04:32) Supply Chain Restructuring – Shifted from sole-source to multi-source networks to manage tariff-driven inbound disruptions.
• (08:33) Cost Pass-Through Dynamics – High-value industrial products absorbed tariff costs; bulk municipal contracts resisted price changes.
• (15:57) Policy and Leadership Insight – CEOs should engage policymakers for trade clarity; policy consistency enables investment and risk management.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode Mohit Jaju is a President at Ayna.

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Compass Minerals Ed Dowling

Titanium Economy

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Mohit Jaju

In this episode of AYNA Insights, host Dinesh Chopra, President of AYNA, speaks with Bob Merrill, a veteran building products executive with over three decades of leadership experience. Merrill shares his outlook on the industry, noting that housing starts remain below replacement levels despite signs of recovery. He discusses the impact of tariffs on pricing, especially for hardware and capital equipment—and stresses the need for execution excellence and operational discipline in volatile markets. Merrill also explains how recognizing “material arcs”—such as the rise of vinyl windows and fiberglass doors—can unlock growth opportunities. The conversation touches on leadership, talent development, and the increasing relevance of digital and direct-to-consumer channels.

Bob Merrill brings 30+ years of leadership in building products and industrial distribution. As CEO of Craft Master Manufacturing, he guided the company through the 2008–09 downturn before its sale to Jeld-Wen, where he later led a $2.4B North American sales and marketing organization. Today, he serves on the boards of Quaker Windows & Doors and North American Specialty Laminations, advising growth-focused firms through REM Consulting. His career reflects deep expertise in strategy, operations, and navigating market cycles.

Discussion Points

• (00:00) Market Overview: Housing starts remain cyclical, oscillating between survival and growth, with demand holding steady despite high interest rates
• (02:13) Industry Cycles & Demand Drivers: Sector recovery follows demographic trends, pointing to gradual growth toward replacement-rate levels
• (07:08) Tariffs & Supply Chain Impact: Tariffs drive cascading price hikes across materials, while rising equipment costs strain project economics
• (12:12) Leadership in Volatile Markets: Execution excellence and focus on controllable fundamentals define outperformers during downturns
• (16:01) Material Innovation & Growth: Shifts in core materials—like vinyl and fiberglass—create new growth curves for early adopters

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode Dinesh Chopra is a President at Ayna.

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Bob Merrill LinkedIn

Ayna.AI Website

Dinesh Chopra LinkedIn

In this episode of the Titanium Economy Podcast, host Vineet Gupta speaks with Mike Slessor, President and CEO of FormFactor, about the transformation of semiconductor testing and innovation at the frontier of AI, photonics, and advanced packaging. Mike shares how FormFactor’s deep customer integration—where over a third of employees work directly with partners like Samsung, TSMC, Intel, and NVIDIA—drives precision, speed, and collaboration. He highlights key inflection points such as silicon photonics for energy-efficient data centers, high-bandwidth memory testing for AI, and the role of advanced packaging in extending Moore’s Law. He also discusses the company’s strategic U.S. expansion through a Texas brownfield acquisition following its divestiture of China operations, underscoring how geopolitics is reshaping the semiconductor value chain.

Mike Slessor has led FormFactor since 2014, guiding it to a $750M global leader in semiconductor test and measurement with 2,200 employees worldwide. A former CEO of MicroProbe (acquired by FormFactor), he began his career at KLA-Tencor. Mike holds a PhD in Aeronautics and Physics from Caltech and a BSc in Engineering Physics from the University of British Columbia. Under his leadership, FormFactor continues to pioneer next generation testing solutions powering the semiconductor industry’s most complex challenges.

Discussion Points

• (01:37) Market Position & Portfolio: FormFactor’s probe cards enable wafer-level testing, while its systems business supports lab-to-fab transitions for next-gen technologies like quantum computing.
• (03:29) Innovation & Customer Collaboration: Deep alignment with key customers drives sustained R&D investment. Engineering teams maintain daily collaboration with global semiconductor leaders.
• (06:49) Technology Trends: 5G/6G, silicon photonics, and advanced packaging are reshaping the industry—improving data center efficiency and pushing Moore’s Law forward.
• (15:25) Geopolitics & Manufacturing Strategy: Following its China divestiture, FormFactor is expanding U.S. production with a Texas facility to strengthen resilience amid shifting trade dynamics.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode is Ayna's Vineet Gupta.

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Mike Slessor LinkedIn

Titanium Economy

Ayna Website

Vineet Gupta

In this episode, host Vineet Gupta speaks with Gerald Kafer, Solutions Manager and Technical Fellow at Siemens, on the practical realities of scaling AI in industrial operations. Kafer stresses the importance of pairing quick proof-of-value projects with enterprise-level infrastructure investments. He highlights that successful AI deployment hinges on strong OT-IT integration, continuous model management, and federated data governance. Viewing AI as a competitive advantage, Kafer believes empowered teams using AI tools will outperform those resisting change. His advice: start small with real use cases but build the standardized data foundations needed for long-term scale.

Gerald Kafer, Solutions Manager and Technical Fellow at Siemens, has over two decades of leadership in industrial digital transformation. From early research in neural networks and autonomic computing to pioneering Siemens’ corporate cloud journey with Microsoft Azure, Kafer has consistently bridged advanced technology and industrial applications. He helped establish Siemens’ edge computing frameworks within the Digital Industries CTO Office and now leads U.S. initiatives in AI deployment, edge infrastructure, advanced scheduling, and virtual commissioning for global manufacturing clients.

Discussion Points

• (00:00) Gerald’s Journey at Siemens: Kafer reflects on his 20-year career at Siemens, evolving from early neural network research to cloud computing and now AI-driven industrial transformation.
• (06:45) Implementing AI in Industrial Operations: He shares lessons on OT-IT convergence, continuous model management, and the need for strong data and cybersecurity foundations to scale AI effectively.
• (12:11) Adoption Patterns and Post-COVID Shifts: Manufacturing adoption varies by equipment age and regulation; COVID-19 accelerated digitalization and refocused priorities on supply chain resilience.
• (15:16) ROI and Emerging AI Applications: Predictive maintenance cuts unplanned downtime by 20% and maintenance costs by 25%. New frontiers include additive manufacturing, agentic systems, and production copilots.
• (21:09) Scaling Beyond Pilots: Proof-of-value pilots using real data drive faster adoption. Sustainable success pairs quick wins with enterprise-wide infrastructure investment.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode Vineet Gupta is a President at Ayna.

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Gerald Kafer LinkedIn

Vineet Gupta LinkedIn

Ayna.AI Website

In this episode of Ayna Insights, host Dinesh Chopra, President of Ayna, speaks with Joe Peilert, President and CEO of Veka Inc., on the challenges and opportunities shaping the building products sector. Peilert shares how interest rates, tariffs, and labor costs are impacting the industry, and highlights the need for long-term strategy, customer alignment, and operational agility. The conversation also explores product trends such as color preferences, impact performance, and outdoor living solutions, as well as the role of automation and geographic diversification in driving recovery and growth.

Joe Peilert has led Veka Inc., a global leader in window and door systems, since 2010, steering its North American operations through post-crisis recovery and beyond. His career includes CEO of TMI, senior roles at Freberg, and EVP at Ardex, a global specialty building materials company. With an MBA from Ruhr University Bochum, Peilert has guided Veka through economic cycles while sustaining market leadership and advancing diversification initiatives.

Discussion Points

• (00:00) Market conditions and interest rates weigh heavily on the building sector, demanding strategic responses.
• (02:26) Tariffs shape capex and sourcing, while rising labor costs outpace material pressures.
• (05:23) Diversification across geographies and products balances construction vs. renovation cycles.
• (08:43) Capital goes to regional support and automation, with customized solutions driving differentiation.
• (13:27) Leadership calls for long-term focus, customer closeness, and operational agility in crises.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode is Ayna’s Dinesh Chopra.

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Veka Inc.

Joe (Joachim) Peilert LinkedIn

Dinesh Chopra LinkedIn

Ayna.AI Website

"Contrary to a lot of people's beliefs, I do believe that financial gain and strategic benefits - they go hand in hand." - Dong-Su Kim

Host Vineet Gupta sits down with Dong-Su Kim, CEO of LG Technology Ventures, to discuss corporate venture capital and emerging tech investments. Kim stresses that corporate VCs must deliver financial returns as well as strategic value, pushing back against the view that strategy comes at the expense of profitability. He highlights opportunities in enterprise AI for verticals, semiconductor infrastructure for AI, and the electrification wave beyond EVs. He also cautions against hype in consumer AI and LLMs, predicting consolidation ahead.

Dong-Su Kim leads LG Technology Ventures, managing nearly $900M across AI, biotech, cleantech, consumer, and enterprise tech. A Caltech physics graduate with a PhD in electrical engineering from Princeton, Kim has over 20 years in venture capital. He previously invested in 30+ companies at Samsung Ventures before founding LG Technology Ventures in 2018, bringing a rare blend of strategic and financial discipline to corporate VC.

Discussion Points

• (00:00) Kim shares his journey from physics and semiconductor research to corporate venture capital
• (00:03:18) Corporate VC eases fundraising and opens strategic partnerships while targeting solid returns
• (00:09:47) Early-stage semiconductor bets hinge on market size and execution, with AI valuations both promising and risky
• (00:15:11) Enterprise AI in verticals offers stronger upside than consumer apps, as LLM cost drops enable specialized solutions
• (00:21:13) Electrification beyond EVs—spanning homes, industry, and infrastructure—presents the next big wave of opportunities

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode Vineet Gupta is President and Head of Semiconductors Practice at Ayna.

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Dong-Su Kim LinkedIn

LG Technology Ventures

Titanium Economy

Ayna.AI Website

Vineet Gupta

In this episode, Vineet Gupta, President and Head of Semiconductor at Ayna, speaks with Wahid Nawabi, Chairman, President & CEO of AeroVironment, on how the company is redefining defense tech through innovation and customer focus. Wahid highlights AeroVironment’s portfolio of unmanned systems, the Blue Halo acquisition, and advances in AI-driven autonomy. The conversation also touches on leadership, product development speed, and military-grade quality, with Wahid sharing his decade-ahead vision for the industry.

Wahid Nawabi has led AeroVironment for 15+ years, building it into a full-spectrum defense technology prime. With prior leadership roles at American Power Conversion, he brings cross-sector experience. Under his watch, AeroVironment has driven new categories like loitering munitions, executed strategic acquisitions, and sustained innovation investments of 12–13% of revenue while scaling production.

Discussion Points

• AeroVironment’s Defense Leadership – Established as a leading multi-domain defense technology provider, with a focus on integrating unmanned systems and AI capabilities
• Engineering Legacy & Innovation – With seven vehicles in the Smithsonian, AeroVironment combines heritage with rapid development cycles and sustained R&D investment
• Building High-Performing Teams – Success comes from balancing freedom to experiment with mission-driven discipline, while preserving culture and employee engagement
• Comprehensive Solutions – From underwater robotics to space communications and cyber, strategic acquisitions close capability gaps and strengthen the tech portfolio
• Military-Grade Reliability – Meeting exponentially higher standards than consumer tech, with advanced autonomy powered by proprietary annotated datasets in computer vision

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode Vineet Gupta is a President at Ayna.

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Aerovironment

Wahid Nawabi LinkedIn

Titanium Economy

Ayna.AI Website

Vineet Gupta

"I would urge folks to at least look at what parts of their business could benefit from some form of automation." - Pablo Palafox

In this episode, Parthesh Shastri speaks with Pablo Palafox, Co-founder and CEO of Happy Robot, about how AI agents are transforming industrial operations — from automated supplier coordination to self-correcting autonomous workflows. Pablo shares his journey from computer vision research to building voice-first AI platforms and explains why industrial leaders need to start deploying AI now as adoption cycles shorten and ROI becomes clear.

Pablo holds a PhD in Computer Vision from TUM and previously worked on autonomous systems at Meta’s Reality Labs. At Happy Robot, he now leads a platform that serves 60+ enterprise customers — including several Fortune 500s — with multi-channel AI automation across freight and supply chain communications.

Discussion Points

• Pablo shares how his background in robotics and AI research (inspired by his brother) led him to focus on deep learning.
• The team pivoted after Y Combinator, uncovering communication pain points in freight through Javi’s CFO experience.
• Happy Robot stood out by prioritizing voice-first AI agents and later expanded to multi-channel capabilities.
• Enterprise sales cycles have accelerated as industrials see AI’s value, with customers realizing 100x+ ROI in areas like payment collections.
• AI agents are shifting from structured workflows to autonomous, self-correcting systems — and industrials need to act now to stay ahead.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode is AYNA’s CTO – Parthesh Shastri.

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Pablo Palafox LinkedIn

Pablo Palafox X

Happyrobot.ai

Ayna.AI Website

"A digital champion isn’t someone who knows how AI works. It’s someone who knows where to apply it.." - Anu Khare

In this episode of our Titanium Economy series, Parthesh Shastri sits down with Anu Khare, CIO of Oshkosh Corporation, to unpack how industrial manufacturers can win with digital. Anu shares Oshkosh’s human-centered approach to transformation—grounded in co-creation, phased implementation, and a sharp focus on business value. He outlines the company’s three-layer digital architecture and explains why supply chain optimization offers the biggest ROI, while finance remains an untapped opportunity. The conversation also covers building digital champions, adapting to workforce shifts, and preparing for a tech-enabled industrial future.

Anu Khare has led Oshkosh’s digital transformation since 2018, driving initiatives across AI, advanced analytics, ERP modernization, and Industry 4.0. Under his leadership, the team has earned seven consecutive CIO 100 Awards and was named a finalist for the MIT Sloan Leadership Award. Prior to Oshkosh, he held senior roles at Koch Industries and United Technologies. An IIT Roorkee graduate, Anu brings more than two decades of experience in tech-driven industrial change.

Discussion Points

• (01:17) The three pillars of digital transformation: value, scale, and cybersecurity
• (03:15) Why aligning with business goals—and co-creating with users—makes change stick
• (04:27) Inside Oshkosh’s 3-layer tech stack: from transactions to predictive intelligence
• (18:53) Labor gaps and Gen Z expectations are fast-tracking industrial digitization

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode is AYNA’s Parthesh Shastri.

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Anu Khare LinkedIn

Oshkosh Corp

Ayna.AI Website

Titanium Economy

Parthesh Shastri LinkedIn

"Technology isn't the barrier - adoption is the key challenge facing industrial leaders today." - Nalin Jain

In this episode, Ayna’s Parthesh Shastri speaks with Nalin Jain, Group President of Digital Intelligence at Wabtec Corporation, about the digital transformation sweeping the rail and mining industries. Nalin details how Wabtec, a 150-year-old industrial leader, is leveraging AI, machine learning, and digital solutions to improve safety, efficiency, and sustainability. He highlights innovations like Trip Optimizer, which has helped save 752 million gallons of fuel and cut emissions by up to 25%. The discussion underscores the shift from physical to digital product management and the importance of customer-centric innovation in navigating industrial digitalization. Nalin also emphasizes that technology adoption—not availability—is the biggest hurdle, advocating for AI as a tool to augment human capability.

Nalin Jain brings extensive global experience to his role, overseeing digital and mission-critical control systems across railroad, mining, and port operations at Wabtec. He joined the company in 2019, initially leading the global equipment business before taking charge of its digital transformation efforts. With a mechanical engineering degree from National Institute of Technology, Surat and an MBA from Indian School of Business, Hyderabad, Nalin previously held leadership roles at GE, including CEO of GE Aviation and GE Transportation in South Asia. His expertise spans industrial technology, international business, and strategic digital innovation, making him a key voice in shaping the future of intelligent industrial systems.

Discussion Points

• (00:00) Nalin Jain introduces Wabtec’s 150-year legacy and how digital intelligence is transforming rail and mining operations.
• (01:16) Wabtec builds autonomous locomotives and software for coordinating trains across complex networks.
• (03:59) Safety is critical in long-haul operations; efficiency boosts capacity and digital tools drive emissions cuts.
• (07:13) Machine learning now powers predictive maintenance, with AI enhancing—not replacing—human roles.
• (12:08) Digital tools cut emissions by 20–25%; Trip Optimizer alone has saved 752 million gallons of fuel.
• (16:48) Global experience highlights the need for local adaptation; customer focus and curiosity fuel innovation.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode is AYNA’s Parthesh Shastri.

For More Information

Nalin Jain LinkedIn

Wabtec Corp

Ayna.AI Website

Titanium Economy

Parthesh Shastri LinkedIn

“Data is not just a reporting tool; it's now a strategic asset. It's the key to everything.” - Jeff DeSandre

In this episode of our Titanium Economy series, host Parthesh Shastri speaks with Jeff DeSandre, former CIO at Harrington Process Solutions and America Royal, about digital transformation in industrial settings. DeSandre emphasizes the importance of starting with clear business outcomes and a strong data foundation—particularly around master data management. He shares practical strategies for modernizing legacy systems through hybrid architecture using API gateways and microservices and explains how metrics like inventory accuracy and freight cost optimization can clearly demonstrate transformation value.

With decades of IT leadership experience, DeSandre now serves as a Fractional CIO and Principal Consultant at CatalystCIO, advising mid-sized enterprises on digital strategy. His expertise spans legacy system integration, cybersecurity, cloud architecture, and strategic data analytics. At both Harrington and America Royal, he led complex ERP implementations, drove IT strategy during M&A, and built modern technology frameworks that delivered measurable business impact across the industrial sector.

Discussion Points

• (01:30) Digital Transformation & Legacy Systems – DeSandre stresses the need for clear business goals and strong data visibility, advocating API gateways and microservices to modernize without disrupting operations.
• (04:50) Measuring Success & Avoiding Pitfalls – He shares how his team boosted inventory accuracy by 90% and warns against overlooking master data and security in digital initiatives.
• (08:38) IT's Strategic Role & Staying Current – DeSandre discusses IT’s shift to a strategic function and his methods for staying up to date—daily research, vendor input, and tool evaluation.
• (11:58) Cloud & AI in Industrial Environments – He recommends a hybrid cloud approach starting with analytics and CRM and urges leaders to grasp AI fundamentals before rollout.
• (15:45) High-Impact Tech & CIO Advice – From EDI to process mining, DeSandre highlights valuable tools and advises new CIOs to listen, build trust, secure quick wins, and align closely with strategy.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode is Anya’s Parthesh Shastri.

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Jeff DeSandre LinkedIn

Catalyst CIO

Ayna.AI Website

Parthesh Shastri LinkedIn

"There is a need for starting automation - robotics is a space that we can't postpone for too long. We want to make sure that you start adopting it." - Rishabh Agarwal

In this episode, host Parthesh Shastri speaks with Rishabh Agarwal, CEO and co-founder of Peer Robotics, about rethinking automation for small and mid-sized manufacturers. Drawing from his experience at Kuka, Siemens, and a family manufacturing background, Rishabh shares how Peer’s collaborative robots learn from human demonstrations—no coding required. He explains how their robots are designed to work with people, often elevating workers to more valuable roles, and encourages manufacturers to adopt automation gradually using tech that fits existing systems and is easy for non-technical users.

Rishabh Agarwal, an alumnus of IIT Delhi and the University of Maryland, combines academic rigor with practical insight. At Peer Robotics, he leads a lean, R&D-focused team building intuitive robots that simplify material movement on the factory floor. Backed by significant funding, the company prioritizes accessibility over sales infrastructure, empowering more manufacturers to embrace collaborative automation.

Discussion Points

• (04:11) Rishabh shares how their robots learn routes via human demonstration, eliminating reprogramming. He also explains Peer’s R&D-first approach, keeping dev and deployment teams closely aligned for rapid iteration.
• (09:09) From IIT Delhi to the University of Maryland, and stints at Siemens and Kuka, Rishabh reflects on his journey into robotics and how SMEs face unique automation hurdles due to their need for flexibility.
• (16:38) Peer’s automation strategy centers on plug-and-play integration, minimal user input, and intuitive interfaces. Their team handles complexity internally to deliver streamlined, infrastructure-light solutions.
• (22:36) Rishabh discusses how automation at Peer augments jobs rather than displacing workers, often promoting operators into new roles. He urges manufacturers to start small, enabling low-risk, scalable adoption.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode is Anya’s Parthesh Shastri.

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Rishabh Agarwal LinkedIn

Peer Robotics

Ayna.AI Website

Parthesh Shastri LinkedIn

"Experience tells you where you've been, character tells you where you're going." - George Randle

What can manufacturing leaders learn from military leadership? In this episode of the Titanium Economy podcast, George Randle—Army veteran, talent strategist, and co-author of The Talent War—joins host Nidhi Arora of AYNA.AI to explore why character consistently outperforms credentials. Drawing on lessons from both the battlefield and the boardroom, Randle shares practical advice: know your people, walk the floor, and explain the “why” behind the work. He shows how better leadership—not better perks—can drastically reduce attrition and build resilient teams.

George Randle is a seasoned talent executive, executive coach, and former U.S. Army officer with over 20 years of experience in global HR and talent acquisition. He has led teams that hired more than 80,000 professionals across 60 countries and advises organizations on building high-performing teams through character-based hiring. As co-author of The Talent War, he champions leadership rooted in authenticity, accountability, and values.

Discussion Points

• (00:00) George Randle blends 20+ years in Fortune 100 HR with a decorated Army career. His teams have hired 80,000+ professionals, including 2,500 senior leaders.
• (04:05) Leadership starts with humility. Randle shares how listening—over commanding—drives better outcomes in both military and corporate environments.
• (08:52) The Talent War argues that character trumps credentials. Randle explains why traits like grit and integrity predict leadership success better than résumés.
• (13:57) AI makes résumés look the same—so character must differentiate. Randle urges companies to define success beyond technical skills.
• (16:23) In interviews, Randle asks execs: Who have you mentored to greater success? Their answers reveal true leadership impact.
• (18:30) Manufacturing retention rises when leaders connect. One firm cut attrition from 22% to 2% just by walking the floor and explaining why the work matters.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode Nidhi Arora is Vice President at Ayna.

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George Randle

"The Talent War" by George Randle

Titanium Economy

Ayna.AI Website

Nidhi Arora LinkedIn

"By applying advanced analytics and AI at scale, we were able to see significant increases in fuel economy, productivity, as well as avoidance of major downtime events." - Erik Udstuen

On this episode, Parthesh Shastri talks with Erik Udstuen, CEO of TwinThread, about the future of industrial AI and digital twins. Udstuen shares his journey from GE’s energy division to founding TwinThread, highlighting the blend of generative and traditional AI in industrial settings. He advocates for virtual operations centers that scale expertise globally—illustrated by a success story at Colgate’s pet food division—and outlines strategies for IP protection, including unidirectional communication, isolated language models, and secure, client-based cloud deployments. Udstuen sees industrial AI advancing from frontline support to product innovation, calling for safe experimentation as manufacturing faces a “triple squeeze” of constraints.

Erik Udstuen, a former GE executive and chemical engineer, is the CEO of TwinThread, an industrial tech company using AI-powered digital twins to drive productivity. His early work in neural networks set records in the paper industry, and under his leadership, TwinThread has grown 400% in three years and made the 2024 Deloitte Technology Fast 500. With a strong technical and entrepreneurial foundation, Udstuen is shaping the future of smart manufacturing, tackling challenges like workforce shifts and operational efficiency through advanced AI.

Discussion Points

• (00:00) Erik Udstuen’s experience at GE managing gas turbine fleets shaped his vision for industrial AI, improving fuel efficiency, productivity, and uptime across sectors.
• (04:20) TwinThread’s AI system transformed quality control at Colgate’s pet food division, analyzing sensor data to shift from co-pilot support to full closed-loop automation.
• (06:45) Udstuen defines industrial AI as a full-stack ecosystem—blending generative and traditional methods—requiring robust architecture for real-world integration.
• (08:47) TwinThread ensures data security with one-way data flows, isolated language models, and client-hosted deployments, preserving control and functionality.
• (11:21) Erik’s early work in neural networks for pulp manufacturing set production records; today, lower AI deployment costs unlock access across industrial sectors.
• (15:19) Udstuen sees AI enabling fewer engineers to manage more sites via centers of excellence and predicts future applications in product design and material science—all within secure, IP-safe frameworks.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode is Anya’s Parthesh Shastri.

For More Information

Erik Udstuen LinkedIn

TwinThread

Ayna.AI Website

Parthesh Shastri LinkedIn

How are clean technologies reshaping industrial sustainability strategies?

In this episode, Ayna’s Mohit Jaju speaks with Bryan Siow, VP of Corporate & Business Development at Elessent Clean Technologies, on the realities of clean tech adoption. With 22 years of experience across ExxonMobil, McKinsey, and Halliburton, Siow shares how regional regulations and economic incentives shape implementation.

He discusses Elessent’s advanced technologies in sulfuric acid production, mist elimination, and green hydrogen, along with his strategic approach to growth—leveraging both vertical integration and horizontal expansion. Siow also explores the shift from electron-side to molecule-side clean tech investments and offers insights on navigating market volatility with long-term discipline and operational flexibility.

Bryan Siow serves as Vice President of Corporate and Business Development at Elessent Clean Technologies, leading strategy, business development, and M&A . With 22 years of experience across ExxonMobil, McKinsey & Co, and Halliburton—where he most recently served as Country Manager of Specialty Chemicals in Saudi Arabia. His career encompasses diverse sectors including upstream, downstream, chemicals, and oilfield services, with experience working alongside IOCs, NOCs, and governments across North America, the Middle East, Asia, and Europe. Bryan holds a Chemical Engineering degree from the National University of Singapore and an MBA from the University of Strathclyde.

Discussion Points

• (03:42) Clean tech adoption demands both innovation and economic alignment, ensuring sustainability efforts support business realities.
• (09:06) Elessent’s strategy blends vertical integration with horizontal expansion, unlocking new market opportunities in clean tech.
• (13:29) Investment is shifting from renewables to industrial process transformation, with rising interest in green hydrogen, SAF, and carbon capture.
• (19:08) In volatile markets, long-term investment discipline and operational agility are key to navigating uncertainty.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode Mohit Jaju is President at Ayna.

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Bryan Siow LinkedIn

Elessent Clean Technologies

Ayna.AI Website

Mohit Jaju LinkedIn 

How can manufacturers establish digital authority without disrupting traditional distribution?

In this episode, Nidhi Arora, Vice President, Ayna, talks with Paul Miller, former head of global e-commerce at Grainger, who helped turn it into a digital powerhouse. From CD-ROM catalogs to advanced e-commerce platforms, Miller shares how Grainger embraced digital tools to enhance customer engagement. He explores the evolving manufacturer-distributor dynamic and why manufacturers must take charge of their digital presence. As tech-savvy professionals reshape the workforce, Miller highlights a step-by-step approach to digital adoption that delivers real results.

Paul Miller led Grainger’s e-commerce expansion, making it one of the largest industrial digital platforms. His expertise in customer-centric digital strategies has been pivotal in Grainger’s transformation and broader industrial digitalization.

Discussion Points

• (00:00) Grainger’s early digital adoption and customer focus fueled its e-commerce success. Paul Miller shares key lessons.
• (12:04) B2B can learn from B2C—merchandising and tech help overcome skepticism and drive digital adoption.
• (17:10) Manufacturers must own their digital presence to stay competitive in an evolving market.
• (26:24) Industrial tech is rapidly evolving—Chicago event will explore key digital transformation trends.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode Nidhi Arora is Vice President of Content & Marketing at Ayna.

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Paul Miller LinkedIn

Grainger

Titanium Economy

Ayna.AI Website

Nidhi Arora LinkedIn

With the roofing industry set to grow 5% by 2026-2027, what key success factors should companies focus on?

Host Dinesh Chopra, President of Fernweh Group, welcomes John Geary, a 40-year industry veteran, to explore the shift from a seller’s to a buyer’s market due to inflation and supply chain shifts. John discusses just-in-time inventory, subcontracting for labor shortages, and tech adoption like CRM apps and aerial estimation tools. He also highlights the rise of sustainable materials and how smaller contractors can compete against major distributors.

John Geary, former CMO of Nations Roof, has held leadership roles at Firestone, Bradco, and Owens Corning. A respected industry speaker and board member, he now advises contractors, manufacturers, and investors as an independent consultant.

Discussion Points

• John Geary discusses the shift to a buyer’s market post-2020, highlighting just-in-time inventory and subcontracting to manage labor shortages
• Major distributors like ABC Supply dominate, but John sees opportunities for smaller contractors to grow by mastering key skills
• He predicts 5% industry growth by 2026-2027, driven by pent-up housing demand and lower interest rates
• John is optimistic about future opportunities, supported by federal infrastructure spending and a stabilizing market

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode, Dinesh Chopra, is President of Fernweh Group.

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John Geary LinkedIn

Dinesh Chopra LinkedIn

Nations Roof

Ayna.AI Website

In this episode, Mohit Jaju, President at Ayna, speaks with Alok Maskara, CEO of Lennox International, about the company's commitment to innovation and sustainability. Alok highlights Lennox’s focus on delivering energy-efficient HVACR solutions using smart technologies, AI, and a direct distribution model. He also discusses the company's 2026 targets, built around the "GREAT" framework—growth, resilience, technology, and talent—and addresses challenges like supply chain disruptions and labor shortages through dual sourcing and automation.

Alok Maskara, CEO of Lennox International, brings over 25 years of leadership experience across advanced materials, water treatment, and HVAC industries. Previously the CEO of Luxor Holdings, he has held senior roles at Pentair, GE, and McKinsey & Company and serves on Franklin Electric’s board. Alok’s expertise in aligning strategy with long-term value creation makes him a leading voice in manufacturing and technology.

Discussion Points

• Alok Maskara, CEO of Lennox International, shares the company's mission to deliver perfect air through innovative, sustainable climate solutions, highlighting trends like electrification and energy efficiency, along with ambitious 2026 targets.
• To tackle supply chain disruptions and labor shortages, Lennox relies on dual sourcing, automation, and AI while focusing on talent retention and recruitment.
• Alok outlines Lennox’s "GREAT" framework—Growth, Resilience, Execution, Advanced Technology, and Talent—as a guide for strategic value creation and long-term growth.
• Reflecting on his leadership journey, Alok shares insights on staying motivated, navigating competition, and embracing technological advancements like AI.
• Mohit and Alok discuss balancing short-term demands with long-term goals, emphasizing accessibility through initiatives like “Ask Alok,” town halls, and site visits.
• Alok highlights Lennox’s commitment to continuous improvement, shaped by his diverse industry experiences, and his aim to leave the company stronger as its 9th CEO.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode, Mohit Jaju, is a President at Ayna.

For More Information:

Alok Maskara LinkedIn

Lennox

Titanium Economy

Ayna.AI Website

Mohit Jaju LinkedIn

“We feel that we're at the forefront of digital transformation and see a tremendous opportunity to grow and to take share over the next five years…” - Rob Bodor

Nidhi Arora of Ayna hosts Rob Bodor, CEO of Protolabs, to discuss the transformative role of digital twin technology and AI in industrial manufacturing. Rob highlights how data analytics and AI are enhancing efficiency and customer experience, driving Protolabs’ leadership in the titanium economy.

As CEO of Protolabs, Rob Bodor has transitioned from internal operations to leading with an external focus. He has expanded the company’s digital capabilities, emphasizing AI, automation, and digital twins to transform manufacturing. With experience at McKinsey and other leadership roles, Rob brings a rich perspective on fostering innovation, empowerment, and calculated risk-taking.

Discussion Points

• Rob Bodor discusses Protolabs’ evolution from digital prototyping to a full-service manufacturing partner, highlighting its pioneering use of digital twin technology to automate processes and set industry standards.
• Rob reflects on his non-linear career, emphasizing the value of continual learning, diverse perspectives, and fostering a culture of innovation and empowerment.
• He explores trends shaping digital manufacturing, noting Protolabs’ use of AI and data analytics to boost efficiency and customer experience, with examples in pricing, quality checks, and operations.
• Rob concludes with insights on the industrial sector's future, driven by innovation and growth opportunities.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode, Nidhi Arora, is VP of Content & Marketing for Ayna.AI.

For More Information

Rob Bodor LinkedIn

Proto Labs

Titanium Economy

Ayna.AI Website

Nidhi Arora LinkedIn

Nidhi Arora of Ayna sits down with Don Weatherbee, CEO of Regenx, to explore the company’s groundbreaking advancements in recycling precious metals like platinum and palladium. Using an innovative hydrometallurgical leaching process, Regenx offers an eco-friendly and sustainable alternative to traditional smelting, meeting growing demand driven by stricter regulations and vehicle electrification. Don also shares insights on the role of logistics, expansion plans, and the circular economy in reshaping the industry. Tune in for a fresh perspective on sustainable technology and industrial innovation.

Don Weatherbee, CEO of Regenx, is a seasoned leader with over 28 years of experience in mining and materials processing, including two decades in executive roles. A CPA, CMA, and CITP, with a Bachelor of Commerce from the University of Alberta, Don combines financial expertise with technological insight. His strategic leadership and industry knowledge make him a key voice in driving innovation and sustainability in the industrial sector.

Discussion Points

• Introduction of Don Weatherbee, CEO of Regenx, and the company's mission to revolutionize precious metal recycling, focusing on platinum and palladium.
• Overview of Regenx's eco-friendly hydrometallurgical leaching process and its advantages over traditional smelting, including reduced environmental impact and energy efficiency.
• Industry shifts due to regulatory changes and vehicle electrification, driving higher demand and challenges for traditional mining.
• Strategies for scaling Regenx while prioritizing sustainability, balancing innovation with environmental goals.
• Insights on logistics, industry partnerships, and plans for capacity expansion and global collaborations.
• Don’s outlook on the future of Regenx and advancements in precious metals recycling.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode, Nidhi Arora, is VP of Content & Marketing for Ayna

For More Information

Don Weatherbee LinkedIn

Regenx

Ayna.AI Website

Nidhi Arora LinkedIn

Vineet Gupta, President of Ayna, hosts Ross Sabolcik, Senior VP and General Manager of Industrial and Commercial IoT at Silicon Labs, to discuss the company's journey from analog mixed-signal pioneer to IoT leader. Ross highlights Silicon Labs' wireless portfolio and its applications in smart metering, building automation, and healthcare, emphasizing the integration of AI and machine learning in products and career development. The conversation explores how curiosity, leadership, and communication fuel growth in the tech industry.

Ross Sabolcik, Senior VP and General Manager of Industrial and Commercial IoT at Silicon Labs, has played a pivotal role in the company’s transformation into a leader in wireless connectivity and energy-efficient IoT solutions. With a foundation in electrical and computer systems engineering, Ross's journey from embedded coding to leadership showcases his expertise in applying AI and machine learning to both technology and talent development.

Discussion Points

• Ross Sabolcik shares Silicon Labs' evolution from a disruptor in analog mixed-signal tech to a leader in wireless IoT, highlighting milestones like the B90 modem and the shift to IoT innovation.
• He outlines the expansion of use cases from meter reading to advanced applications like grid intelligence and asset tracking, driven by AI and machine learning.
• Ross reflects on his career, blending engineering expertise with business skills and strong communication.
• He advises young engineers to stay curious, embrace lifelong learning, and understand the link between technology and business strategy.

Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode, Vineet Gupta, is a President at Ayna.

For More Information

Ross Sabolcik LinkedIn

Silicon Labs

Titanium Economy

Vineet Gupta LinkedIn

Ayna.AI Website

In this episode, Nidhi Arora speaks with Iggy Domagalski, President and CEO of Wajax, a leading Canadian industrial products and services provider with over $2 billion in revenue, 120 branches, and 3,000 employees serving 32,000 customers across sectors like construction, mining, and energy. Iggy discusses how Wajax balances small-business agility with large-scale advantages like centralized IT and finance, and shares insights on the industrial sector's role in global growth, technological innovation, and career opportunities.

A recognized leader named among Canada’s Top 40 Under 40 and Top 50 Inspirational Entrepreneurs, Iggy draws on his expertise from leadership roles at Tundra Process Solutions and West End Industrial to drive Wajax’s innovation and sustainability.

Discussion Points

• Iggy, CEO of Wajax, discusses its two main areas: heavy equipment sales/services and industrial parts/repair services, emphasizing strong customer relationships across 120+ branches and addressing evolving industry needs.
• Wajax combines small-business agility with innovation, tackling supply chain challenges through increased local inventory and advanced operations.
• Wajax integrates technology with customer needs, grows via organic strategies and acquisitions, and focuses on emissions reduction and sustainability goals.
• Iggy’s diverse career highlights the importance of understanding both commercial and support roles in driving business success.
• The industrial sector continues to grow with technological advancements and offers rewarding career opportunities, requiring stronger promotion to attract talent.

Ayna Insights is brought to you by Ayna.AI, a managed service provider that combines domain expertise and transformation capabilities to create alpha-performance superior to market indices, in the industrial and industrial technology sector. The host of this episode, Nidhi Arora, is VP of Content & Marketing for Ayna.ai.

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How is Oshkosh Corporation revolutionizing the industrial sector with electric and autonomous vehicle solutions for soldiers, firefighters, and construction workers, and what does this mean for the future of those sectors?

In this episode, Gaurav Batra talks with Oshkosh CEO John Pfeifer about the company’s mission-driven approach to innovation. They explore how electrification and autonomous systems in specialty vehicles are shaping the future, along with insights on strategic capital allocation and the role of technology in driving growth.

CEO of Oshkosh Corporation since 2021, Pfeifer has led advancements in electrification and autonomy for defense, emergency, and commercial vehicles. With a focus on sustainability and engineering excellence, he aims to enhance productivity and safety across demanding industries.

Discussion Points

• Oshkosh's mission-driven innovation delivers electric and autonomous solutions for demanding roles like military, firefighting, and airport vehicles, backed by a strong culture of engineering excellence
• Insights on sustainability in electrified purpose-built vehicles, challenges in route-based industries, and John’s journey from COO to CEO, focusing on people, capital, and long-term success
• Accelerating growth through innovation, including AI integration and third-party data pairing in Oshkosh’s products
• Forward-looking strategies shaping the future of the industrial sector and Oshkosh’s role in driving it

Ayna Insights is brought to you by Ayna.AI, a managed service provider that combines domain expertise and transformation capabilities to create alpha-performance superior to market indices, in the industrial and industrial technology sector. The host of this episode, Gaurav Batra, is the President & CEO of Ayna.AI.

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Oshkosh Corporation

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How are emerging economies in Latin America and Southeast Asia reshaping global GDP and fueling the rise of a new middle class?

In this episode, host Nidhi Arora speaks with Carlos Magarinos, a renowned leader in industrial policy and economic development, to explore the future of the global industrial sector. Carlos discusses the revival of industrial policy to address key issues like geopolitical shifts, sustainability, and technological disruption. He highlights the essential role of international organizations in fostering government-private sector partnerships to drive sustainable growth.

Carlos Magarinos, Director of Global Strategy and External Affairs at Vrio Corp, brings deep expertise across politics, diplomacy, and business. Recognized by 39 governments and institutions worldwide, he previously served as Argentina’s Secretary for Industry and Director General of the United Nations Industrial Development Organization.

Discussion Points

• Carlos Magarinos discusses global challenges—geopolitical instability, sustainability, and tech disruption—urging strong public-private partnerships to drive growth in Latin America and Southeast Asia.
• Examines the intersection of sustainability, geopolitics, and digital transformation in manufacturing, highlighting financial support for SMEs and the need for workforce upskilling.
• Emphasizes SMEs as vital drivers of innovation and economic growth.
• Addresses challenges for emerging economies in adopting new technologies, stressing the need for robust financial systems to enhance SME competitiveness.
• Leadership's role in sustainable industry, advocating for public-private collaborations and global cooperation to address environmental goals and industrial challenges.

Ayna Insights is brought to you by Ayna.AI, a managed service provider that combines domain expertise and transformation capabilities to create alpha-performance superior to market indices, in the industrial and industrial technology sector. The host of this episode, Nidhi Arora, is VP of Content & Marketing for Ayna.AI.

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Vrio Corp

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How the USB Lighter Company is leading the charge in redefining consumer habits and promoting sustainability in the tech industry?

Ayna Director Marissa Rietman speaks with Calvin Chan, CEO of USB Lighter Company, about sustainability and entrepreneurship. Calvin shares insights on developing electric lighters as a sustainable alternative to butane, highlighting the environmental benefits of rechargeable technology and the push to reduce waste and emissions. He reflects on resilience through challenges like the pandemic, showcasing a commitment to eco-friendly innovation and reshaping consumer habits.

Calvin Chan, CEO of USB Lighter Company, has a diverse background in film, fashion, and hospitality, which drives his innovative approach in sustainable tech. His company redefines lighters with rechargeable options, aiming to replace single-use plastics and encourage sustainable living. The USB Lighter Company’s products focus on durability, efficiency, and environmental impact, helping consumers make eco-conscious choices.

Discussion Points

• Calvin Chan discusses the USB Lighter Company's mission to shift consumer habits by replacing butane lighters with rechargeable, eco-friendly options, reducing waste and microplastic pollution.
• Calvin’s journey from rebellious youth to successful entrepreneur reflects key life experiences, including art school and ventures in fashion and hospitality, that shaped his career.
• Calvin overcame significant challenges in launching a new product amid global disruptions (pandemic, wars, elections), sharing insights on resilience, adaptability, and the importance of a sustainable vision.
• He outlines the motivations behind his sustainable innovations and goals for integrating recycled materials and eco-friendly packaging in consumer goods.
• He discusses strategies for marketing a novel product in the lighter industry, emphasizing consumer education, brand loyalty, and the evolving acceptance of sustainable tech.

Ayna Insights is brought to you by Ayna.AI, a managed service provider that combines domain expertise and transformation capabilities to create alpha-performance superior to market indices, in the industrial and industrial technology sector. The host of this episode, Marissa Rietman, is a Director at Ayna.AI. 

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The USB Lighter Company

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How is Alltius’s generative AI platform revolutionizing marketing, sales, and support functions?

In this Ayna Insights episode, host Nidhi Arora speaks with Vibhanshu Abhishek, CEO of Alltius and associate professor at UC-Irvine. Vibhanshu shares insights from his 25-year journey in AI, highlighting Alltius’s AI-first approach to breaking down silos in marketing, sales, and support for industries like insurance and banking. He also discusses AI’s evolving role across sectors and its societal impact.

Vibhanshu is a data scientist and professor who combines analytics with business strategy to solve challenges in multi-channel advertising and consumer healthcare. He advises Fortune 500 companies and startups on data strategies, fostering innovative AI and ML applications.

Discussion Points

• Vibhanshu discusses his journey in creating a generative AI platform for enhancing sales and support, and what sets Alltius apart in the AI landscape
• He highlights the adaptability of their platform, customer feedback loops, and potential AI applications in industrial sectors
• Vibhanshu shares success stories from AngelOne and Prudential to show AI’s impact on efficiency, cost reduction, and sales. AI’s role in predictive maintenance demonstrates its value in complex industries like oil and gas
• Overview of AI’s growth over 70–80 years, the impact of deep learning, and common misconceptions about AI’s capabilities
• Vibhanshu’s vision on AI’s impact on work and society, addressing potential disillusionment and the importance of designing AI for targeted use cases

Ayna Insights is brought to you by Ayna.AI, a managed service provider that combines domain expertise and transformation capabilities to create alpha-performance superior to market indices, in the industrial and industrial technology sector. The host of this episode, Nidhi Arora, is VP of Business Development & Marketing for Ayna.

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Alltius

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How can transforming cybersecurity from a cost center into a strategic profit booster revolutionize the U.S. manufacturing industry?

In this episode of The Titanium Economy, Nidhi Arora talks with Dr. Howard Grimes, CEO of CyManII, about transforming cybersecurity from a manufacturing cost center into a profit driver. Dr. Grimes highlights the need for cybersecurity innovations that boost energy efficiency and cut production costs. He discusses the vulnerabilities in digitized manufacturing and CyManII's role in protecting the U.S. sector from cyber threats, especially from nation-state actors. CyManII’s projects are geared toward securing the "titanium economy" and strengthening both national and economic security.

Dr. Howard Grimes leads CyManII, a U.S. Department of Energy-funded institute focused on cybersecurity in manufacturing. With 25+ years in research program leadership, Dr. Grimes has held key roles at institutions like UT San Antonio and Idaho National Laboratory. His work at CyManII aims to make cybersecurity a strategic advantage, enhance energy efficiency, and defend U.S. manufacturing against modern cyber threats.

Discussion Points

• Cybersecurity-Manufacturing Intersection: Highlights the critical risks in digitized manufacturing and the need for innovative defenses.
• From Academia to National Security: Dr. Grimes discusses his path to CyManII, emphasizing partnerships and expert teams aimed at manufacturing cybersecurity.
• CyManII's Cutting-Edge Projects: Showcases groundbreaking initiatives in cybersecurity, stressing collaboration and tech advancements for resilient manufacturing.
• Transforming Cybersecurity into Advantage: CyManII links cybersecurity to energy efficiency, showing how it can become a strategic economic benefit for manufacturers.
• Building Alliances for Security: Strategic alliances with industry, academia, and labs create a robust ecosystem to tackle manufacturing cyber threats.
• Future Vision for Secure Manufacturing: Dr. Grimes envisions manufacturing and cybersecurity as inseparable, vital to a resilient national economy.

Ayna Insights is brought to you by Ayna, the premiere advisory firm in the industrial technology space that provides transformation and consulting services to its clients. The host of this episode, Nidhi Arora, is VP of Content & Marketing for Ayna

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CyManII

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Ever wondered how you can make your own plant-based milk at home while drastically reducing packaging waste?

In this episode, Ayna’s Marissa Rietman speaks with Brett Goodson, Founder & CEO of Almond Cow, about their groundbreaking approach to plant-based milk production. Brett shares how Almond Cow empowers consumers to make milk at home, cutting out traditional supply chains and reducing packaging waste, offering a glimpse into the future of sustainability in the plant-based movement.

Brett, with a background in automotive engineering and an MBA from Georgia Tech, founded Almond Cow to revolutionize plant-based milk. He discusses his commitment to zero-waste initiatives, recyclable packaging, and using technology to drive sustainability.

Discussion Points

• How Almond Cow works: empowering consumers to make plant-based milk at home, cutting out supply chains, reducing packaging waste, and offering many benefits.
• Almond Cow’s commitment to sustainability: using recyclable packaging and minimizing environmental impact through zero-waste practices.
• Future of plant-based milk: Brett highlights the benefits of homemade milk, including customization and avoiding additives, empowering consumers to tailor blends to their needs.
• Brett’s background and journey: from automotive development to leading Almond Cow, overcoming challenges with a successful Kickstarter and finding market fit.
• Leadership insights: navigating the competitive food industry through clear role allocation and leveraging technology to enhance sustainability and efficiency.
• Innovation in food tech: Almond Cow's use of wet emulsification and fluid science modeling drives their product’s development and sustainability goals.
• Consumer education: Brett emphasizes the importance of raising awareness about plant-based milk’s benefits and environmental impact, engaging customers to make informed choices.

Ayna Insights is brought to you by Ayna, the premiere advisory firm in the industrial technology space that provides transformation and consulting services to its clients. The host of this episode Marissa Rietman, is a Director at Ayna

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Almond Cow

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How is AI transforming the automotive industry, and what role do semiconductors play in this revolution?
In this episode, Nidhi Arora, VP of Business Development & Marketing at Ayna, speaks with Dipti Vachani, SVP and GM of Automotive at Arm, about the transformative role of AI and semiconductor tech in the automotive industry. Dipti shares how the low-power compute technology of Arm, originally developed for mobile phones, has revolutionized automotive, infrastructure, and IoT. She also highlights key partnerships across the automotive supply chain that are driving innovation in autonomous driving and vehicle safety.

Dipti Vachani is the senior vice president and general manager for the Automotive Line of Business at Arm. She previously held key roles at Texas Instruments and Intel, focusing on embedded computing solutions and low-power technologies that power modern tech. Dipti is also committed to empowering the next generation of women in tech.

Discussion Points

• Dipti Vachani discusses how Arm expanded from low-power computing in mobile phones to transforming industries like automotive, enabling advancements in autonomous driving and safety.
• Strategic partnerships are highlighted as key to driving innovation and maintaining Arm’s leadership in semiconductors.
• Dipti explains how AI is reshaping OEMs, tier-one suppliers, and semiconductor companies, revolutionizing data collection, simulation, and healthcare.
• Dipti shares her career journey from India to Arm, emphasizing her commitment to supporting women in tech.
• The strategic evolution of Arm over the last 30 years and its direction under CEO Rene Haas are discussed.
• Dipti offers insights on the future of AI, stressing the need for low-power technology to support sustainable AI growth and its broader industry impact.

Ayna Insights is brought to you by Ayna.AI, a managed service provider that combines domain expertise and transformation capabilities to create alpha-performance superior to market indices, in the industrial and industrial technology sector. The host of this episode, Nidhi Arora, is VP of Business Development & Marketing at Ayna.

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Arm

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In this episode, host Nidhi Arora explores the impact of AI in semiconductor manufacturing with Jon Herlocker, founder of Tignis, Inc. Jon shares his journey from leading a billion-dollar business unit to launching a startup that uses AI, machine learning, and physics to solve challenges like yield issues, high costs, and long time-to-market for new materials. He also offers insights into innovation and securing venture capital.

Jon Herlocker, a former computer science professor, has a strong entrepreneurial background, founding Pi Corporation in 2006 and managing a $1.2 billion business unit at VMware. His current venture, Tignis, reflects his drive to transform industrial processes using advanced technologies.

Discussion Points

• Jon shares his shift from cloud management to using AI in semiconductor manufacturing, with Tignis improving yield, reducing costs, and speeding up material development.
• Jon explains founding Tignis, inspired by cloud automation principles, to address semiconductor yield, cost, and time-to-market challenges with AI-powered solutions.
• Tignis refocused on semiconductor manufacturing due to its high potential and technical demands, after initially targeting broader industries.
• Jon stresses securing a first buyer before product development and Tignis' shift from serving equipment makers to directly addressing manufacturers' needs.
• He discusses raising venture capital, leveraging past successes to minimize risks and ensure product-market fit.
• Jon highlights the importance of passion and perseverance in overcoming personal and technical challenges in complex industries.
• He explores AI's future in industrial settings, including generative AI's potential and the need for an AI-ready data infrastructure in conservative sectors like semiconductors.

Ayna Insights is brought to you by Ayna, the premiere advisory and implementation firm in the industrial technology space that provides transformation and consulting services to its clients. The host of this episode, Nidhi Arora, is VP of Content & Marketing at Ayna The host of this episode, Nidhi Arora, is VP of Business Development & Marketing at Ayna

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How did MSA Safety's collaboration with Thomas Edison over a century ago pave the way for groundbreaking innovations in worker protection today?

In this episode, Gaurav Batra talks with Lee McChesney, SVP & CFO of MSA Safety. Lee shares the 110-year journey of MSA, highlighting its shift from a product-focused to a solutions-driven company. He also discusses how technology, AI, and industry megatrends are helping MSA protect 40 million workers annually.

Lee McChesney, SVP and CFO of MSA Safety, has nearly 30 years of experience in finance and leadership. Since joining MSA in 2022, he has applied his strategic expertise from previous roles at Stanley Black & Decker and United Technologies to drive value creation and operational success.

Discussion Points

• Lee relates MSA Safety's 110-year legacy and mission, highlighting the company's focus areas: detection systems, fire services, and industrial PPE
• Technological innovations and leadership under CEO Steve Blanco have fortified MSA's mission
• Lee discusses the shift from a product-centric to a solutions-centric approach, leveraging AI and industry megatrends
• He shares insights from his career in finance and leadership. Diverse experiences, forward-thinking, and continuous evolution are what drive sustained growth
• Successful M&A requires disciplined strategy, thorough diligence, and core business stability. Integration and execution must involve the same teams to ensure cohesive outcomes

Ayna Insights is brought to you by Ayna, the premiere advisory firm in the industrial technology space that provides transformation and consulting services to its clients. The host of this episode, Gaurav Batra, is the President & CEO of Ayna

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MSA

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Discover how AI and Industrial IoT are transforming battery manufacturing—could these technologies be the key to achieving higher production yields and quality control?
In this episode, Nidhi Arora interviews Shailesh Upreti, founder and CEO of C4V, a leading lithium-ion battery company. They explore C4V's unique franchise-style gigafactory model in emerging markets like India and South America, along with innovations like cobalt- and nickel-free high-voltage phosphate chemistry and the Lyser platform. Shailesh also shares his inspiring journey from India to running IM3NY in New York.

With a strong chemistry background and collaboration with Nobel laureate Stan Whittingham, Shailesh has positioned C4V at the forefront of battery technology. The company uses AI and Industrial IoT to launch gigafactories in emerging markets, focusing on quality control and efficiency.

Discussion Points

• Shailesh Upreti, fexplains how their franchise-like business model empowers local partners to deploy gigafactories in emerging markets with a robust supply chain.
• Building a $2 billion battery factory is complex, but modular plant designs help prevent obsolescence by allowing seamless integration of new innovations and chemistries.
• AI and Industrial IoT are transforming battery manufacturing, with tools like Digital DNA enhancing automation, quality control, and production yields through data science.
• Shailesh reflects on his journey from India to New York, studying with top scientists and founding C4V, showcasing his dedication to sustainable energy solutions.
• Lithium-ion batteries will remain dominant for decades, expanding across sectors like transportation and electronics due to their affordability and customization potential.

Ayna Insights is brought to you by Ayna, the premiere advisory firm in the industrial technology space that provides transformation and consulting services to its clients. The host of this episode, Nidhi Arora, is VP of Content & Marketing for Ayna. The host of this episode, Nidhi Arora, is VP of Business Development & Marketing for Ayna

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C4V

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Wondering about the future of emerging technology in logistics? Where do autonomous trucks and AI come into play?

Gaurav Batra, President and CEO of Ayna, speaks with Lior Ron, founder and CEO of Uber Freight, about the transformative power of technology on logistics. Lior shares how Uber Freight's digital-first approach uses advanced data science and vast shipper and carrier networks to streamline supply chains, enhance efficiency, and boost sustainability. He addresses key challenges with fragmentation and market transparency issues and highlights Uber Freight’s scalable tech-driven solutions and international footprint, including North America and the EU.

Lior Ron, with over 20 years of expertise in tech-driven solutions, has an impressive background including key roles at Google Maps and Motorola Mobility. As the leader of Uber Freight, he and the team are powering intelligent logistics, leveraging a suite of end-to-end logistics applications, managed services and an expansive carrier network to move the world’s goods.

Discussion Points

• Uber Freight's focus on modernizing supply chain and how it leverages advanced data science.
• Solving customer pain points with technology and empowering customers with data
• Tackling industry fragmentation, eliminating empty miles, and elevating sustainability through a combination of innovative tools and industry expertise.
• Transforming traditional industries by collaborating with innovative people and partners, utilizing emerging tech, and building solid data foundations
• Uber Freight’s position as a transformative partner, leveraging tech and talent to optimize supply chains and expand its geological footprint.

Ayna Insights is brought to you by Ayna, the premiere advisory and implementation firm in the industrial technology space that provides transformation and consulting services to its clients. The host of this episode, Guarav Batra, is the President & CEO of Ayna

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Uber Freight

Titanium Economy

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Curious about how modular, scalable data centers can revolutionize both the computing and renewable energy industries?

Join Nidhi Arora as she chats with John Belizaire, CEO of Soluna Holdings, about converting excess renewable energy into computing power. John details how Soluna’s modular, scalable green data centers at renewable power plants use unique strategies to utilize wasted energy. He also addresses challenges like supply chain and site approval, and his vision for a future where renewable energy and computing merge into “renewable computing.”

John Belizaire, CEO of Soluna Holdings, is a seasoned tech entrepreneur who has founded startups like FirstBest and Theory Center and contributed to Intel’s digital growth. At Soluna, he leads efforts to turn excess renewable energy into computing power with modular, scalable data centers for Bitcoin mining, AI, and research. His innovative approach aims to integrate renewable energy with computing, driving global sustainable tech advancements.

Discussion Points

• John Belizaire, CEO of Soluna Holdings, explains how their mission is to transform excess renewable energy into computing power using modular, scalable green data centers.
• Soluna’s behind-the-meter co-location strategy places data centers at renewable power plants, optimizing the use of intermittent energy and cutting waste.
• Soluna has expanded from small R&D setups to partnerships with major Bitcoin miners. Their focus on customer service and educating stakeholders on renewable computing helps widen market acceptance.
• Supply chain and site approval challenges are addressed through Soluna's strategic expansion plan, ensuring smooth growth.
• John envisions a future where renewable energy and computing merge into "renewable computing," reshaping both sectors and promoting sustainability. Soluna’s innovations highlight their commitment to making this vision a reality.

Ayna Insights is brought to you by Ayna, the premiere advisory firm in the industrial technology space that provides transformation and consulting services to its clients. The host of this episode—Nidhi Arora—is Vice President of Business Development and Marketing at Ayna

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Nidhi Arora interviews Antti Karjalainen, co-founder of Sema4.ai, on AI's transformative role in enterprise automation. Antti explains how Sema4.ai leverages intelligent AI agents to automate business processes like compliance, finance, HR, customer service and more, highlighting the importance of open-source technology in making AI more accessible. He also reflects on his entrepreneurial journey, offering advice on the contrasts between service-oriented and product-based businesses, and emphasizing the value of passion, risk-taking, and continuous learning.

Discussion Points

• Sema4.ai is redefining business processes with AI agents, using generative AI to improve customer support, internal operations, and compliance.
• AI's transformative impact is shown through automating document processing and financial workflows, with open-source technology democratizing AI.
• Antti discusses the evolving AI industry, the benefits and challenges of open-source collaboration, and his journey from engineer to serial entrepreneur.
• Open-source technology is key to AI innovation, with Sema4.ai leveraging it to accelerate development and enhance capabilities.
• Antti contrasts his experiences of founding a consulting firm with building a product-focused, VC-backed company like Robocorp.
• Antti predicts a formative year for AI agents, expecting significant advancements and value creation in enterprise productivity.

Ayna Insights is brought to you by Ayna, the premiere advisory and implementation firm in the industrial technology space that provides transformation and consulting services to its clients. The host of this episode, Nidhi Arora, is VP of Content & Marketing at Ayna

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Sema4

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How can smart manufacturing revolutionize the U.S. industrial landscape, especially for smaller manufacturers struggling with a digital divide? In this Titanium Economy episode, John Dyck, CEO of the Clean Energy Smart Manufacturing Innovation Institute (CESMII), shares his deep expertise in manufacturing, automation, and software. He's dedicated to reducing technical debt and promoting smart manufacturing technologies to boost U.S. manufacturing's competitiveness and sustainability.

John brings extensive experience from his roles at Rockwell Automation, GE, and Mesa's board, where he tackled manufacturing complexities and technical challenges. At Rockwell, he advanced automation solutions, while at GE, he led data analytics and IoT initiatives. As CEO of CESMII since 2018, John is recognized globally for his insights into technology and business management.

Discussion Points

• John Dyck highlights CESMII's mission to boost U.S. manufacturing by reducing costs and complexity, especially for small manufacturers.
• CESMII's strategies include workforce development, technological methodologies, and a collaborative ecosystem to make smart manufacturing accessible and address technical debt.
• CESMII fosters collaboration across the manufacturing sector, utilizing federal mandates and partnerships with institutions like UCLA.
• The discussion covers CESMII's future role, focusing on influencing policymakers, being a key voice in manufacturing, and strengthening U.S. manufacturing through strategic collaboration.

Ayna Insights is brought to you by Ayna, the premiere advisory and implementation firm in the industrial technology space that provides transformation and consulting services to its clients. The host of this episode, Nidhi Arora, is VP of Content & Marketing at Ayna. 

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CESMII

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Can revolutionary AI voice solutions transform the way enterprises handle customer service and outbound communication?

In this episode, Nidhi Arora welcomes Adam Earle of Tenyx. Adam shares Tenyx's journey in leveraging large language models to create natural and intelligent conversations, significantly enhancing customer interactions across various sectors such as hospitality, travel, financial services, and healthcare. He discusses the evolution from outdated IVR systems to sophisticated AI experiences, providing practical advice for companies looking to adopt this technology.

Adam Earle, CTO of Tenyx, is a leading AI and machine learning expert, formerly a Senior Director at IBM and CTO at MCD Tech Labs. He holds a PhD in Computational and Applied Mathematics and completed Stanford's Executive Education Program. At Tenyx, he leads the development of advanced voice solutions using large language models to improve customer service and communication in sectors like hospitality, travel, finance, and healthcare.

Discussion Points

• Adam discusses the company's development and innovations in creating advanced voice solutions for enterprise applications.
• Tenyx AI's technology is gaining traction in hospitality, travel, and financial services, offering adaptable solutions to enhance customer interactions.
• Adam highlights his extensive experience in machine learning, speech technology, and natural language processing before joining Tenyx AI.
• He explains the shift from outdated IVR systems to sophisticated AI-powered voice experiences, improving customer satisfaction and operational efficiency.
• Adam offers strategic advice for integrating advanced language models into customer service, emphasizing addressing real concerns and achieving tangible results.
• Tenyx AI focuses on continuous research and open-source contributions, aiming to solve issues like domain alignment and fine-tuning large models for optimal performance.

Ayna Insights is brought to you by Ayna, the premiere advisory firm in the industrial technology space that provies transformation and consulting services to its clients. The host of this episode, Nidhi Arora, is VP of Content & Marketing at Ayna

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Tenyx

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What does it take to stay ahead in the competitive industrial sector for nearly a century? In this episode Nidhi Arora welcomes Mark Sheahan, CEO of Graco, to discuss the company’s journey of innovation and resilience in the industrial sector. He shares insights on Graco's pioneering work in the automotive industry and the critical role of precision engineering in handling new materials. He emphasizes the importance of niche markets and continuous innovation to maintain a competitive edge.

Mark has been with the company for nearly 30 years, holding various leadership roles before becoming CEO in June 2021. His career includes positions such as Chief Financial Officer, Vice President, and General Manager of the Applied Fluid Technologies Division, and Chief Administrative Officer. Prior to joining Graco, Mark was a Senior Tax Manager at KPMG. He holds degrees in Business and Law, bringing a wealth of expertise to his long-time role at Graco.

Discussion Points

• Innovation and Solutions: Graco innovates to solve complex manufacturing problems, enhancing productivity, quality, and cost-efficiency.
• Competitive Edge: Graco targets niche markets and emphasizes innovation, delivering high-quality, precise, customer-centric solutions.
• Automotive Involvement: Graco develops solutions for new materials and applications, including EV battery manufacturing.
• Risk Management: Graco maintains zero tolerance in risk management, focusing on cybersecurity, supply chain resilience, and regulatory compliance.
• COVID-19 Response: Graco balanced flexible work and family-oriented culture while adapting to supply chain disruptions and market changes.
• AI and Analytics: AI and data analytics enhance Graco's customer service and marketing, improving customer processes and decision-making.

Ayna Insights is brought to you by Ayna.AI—a managed service provider that combines domain expertise and transformation capabilities to create alpha—performance superior to market indices—in the industrial and industrial technology sector. The host of this episode, Nidhi Arora, is VP of Content & Marketing for Ayna.AI.

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Graco

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In this episode of the Titanium Economy podcast series hosted by Nidhi Arora of Ayna.AI, Sara O'Rourke, Chief of Staff and Head of Operations for the CHIPS Investment Office, provides an in-depth analysis of the CHIPS and Science Act of 2022. Sara discusses the pivotal role of semiconductors in America's economic and national security and outlines the innovative strategies of the CHIPS program, which manages over $50 billion in federal investment to revitalize U.S. semiconductor manufacturing.

Sara O’Rourke began her career with impactful work in education and women's economic empowerment in the Middle East, leading her to address significant challenges. At McKinsey, she spent nearly a decade driving financial and operational transformations for businesses and government agencies, co-founding the Center for Reinvesting in America to leverage federal investments in infrastructure, clean energy, and technology. Sara holds a bachelor's degree in social studies from Harvard and a master's in international affairs and finance from Johns Hopkins.

Discussion Points

• Sara discusses the CHIPS and Science Act of 2022, focusing on its impact on the U.S. semiconductor industry and the program's unique team approach to maximize federal investment.
• Investments in the semiconductor supply chain include major deals like Intel and Brookfield, and investments in companies such as Micron, Intel, TSMC, and Samsung.
• The CHIPS office is also supporting companies like Global Foundries and Microchip, and projects like advanced packaging with Lipsalix.
• The CHIPS office targets 20% leading-edge production in the U.S., emphasizing job creation and workforce challenges.
• The program follows milestone-based funding and private capital to encourage larger investments in semiconductor manufacturing.
• The CHIPS office's collaborative approach integrates policy experts, industry veterans, and intelligence professionals to advance U.S. semiconductor capabilities.

Ayna Insights is brought to you by Ayna, the premiere advisory firm in the industrial technology space that provies transformation and consulting services to its clients. The host of this episode, Nidhi Arora, is VP of Content & Marketing at Ayna

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Ninad Singh, Director at Ayna.AI, interviews Alex Ratner, CEO of Snorkel AI. They discuss programmatic data labeling, automated annotation, and AI customization. Alex highlights Snorkel AI's transformative role in AI development, scaling startups, and improving performance through specialized data solutions. Snorkel AI aims to revolutionize AI training and development, making it more efficient and tailored to business needs.

Alex Ratner is the CEO of Snorkel AI, a pioneering company that transforms AI development by programmatically labeling and curating data. With a PhD from Stanford, where the Snorkel project began, and a physics degree from Harvard, Alex blends deep technical expertise with practical experience in finance and consulting. Under his leadership, Snorkel AI has raised $135 million, serving diverse industries like banking and government. His unique skills and strategic insights make him a key figure in the AI space.

Discussion Points

• How programmatic data labeling speeds up AI development, emphasizing models, infrastructure, and quality data, with significant impacts in banking.
• Transforming general AI models into specialized tools through post-training, fine-tuning, and advanced hardware integration, highlighting the importance of customization in enterprise AI.
• Emphasizing the crucial role of high-quality data labeling and tuning for reliable AI, especially with large language models.
• Alex discusses moving from prototyping to scaling, stressing efficient data labeling interfaces to speed up AI development and tackling challenges in manual data labeling.
• Changes in programmatic data labeling since Snorkel's start, noting the importance of fundamental labeling and tuning techniques despite advancements in large language models to meet enterprise needs.

Ayna Insights is brought to you by Ayna, the premiere advisory firm in the industrial technology space that provies transformation and consulting services to its clients. The host of this episode,, Ninad Singh, is a Director at Ayna.AI.

For More Information

Alex Ratner LinkedIn

Snorkel AI

Ayna Website

Ninad Singh LinkedIn