The Adam Shilton Podcast

Adam Shilton sits down with Jacob Bank, the Stanford AI lab alumnus, Ex-Google Product Director and founder of Relay app, to demystify AI agents and their practical applications. Jacob cuts through the hype to explain the meaningful differences between AI workflows, agents, and co-pilots, offering actionable advice for businesses looking to implement these tools. Their discussion moves beyond technical definitions to explore how AI is reshaping go-to-market strategies, with both agreeing that authentic human connection and trust will become increasingly valuable differentiators in an AI-saturated marketplace.-- SHOW NOTES --- Jacob Bank: Founder and CEO of Relay app | www.linkedin.com/in/jacobbank/- Relay app: AI workflow platform | www.relay.app - Matt Barker: Copywriter mentioned for content strategy | LinkedIn- Will Barron: Founder of Salesman.com podcast | salesman.com- "Market of One": Will Barron's upcoming book/training program- Magic Post: AI tool for LinkedIn content creation- Clay: Sales intelligence platform- Napkin AI: Graphics creation tool mentioned by Jacob- Make.com: Automation platform Adam uses for invoice management- Stanford AI Lab: Where Jacob studied- Timeful: Jacob's previous company (acquired by Google)- Google: Where Jacob worked as product director--CHAPTERS --(00:04:00) - AI agents vs. workflows: What business owners need to know(00:07:00) - Why "agent" terminology caught on despite its creepy connotations(00:10:00) - The fundamental difference between AI agents and co-pilots(00:13:00) - How AI reduces complexity in workflow creation(00:16:00) - Picking the right AI tool for different business tasks(00:20:00) - AI in sales outreach: Personalization vs targeting efficiency(00:24:00) - Why timing and trigger events matter more than message content(00:30:00) - Domain-specific AI tools like Magic Post for LinkedIn content(00:33:00) - How AI will transform product go-to-market strategies(00:37:00) - Building trust in the "Market of One" approach(00:43:00) - Creating valuable content vs chasing LinkedIn engagement(00:49:00) - Why YouTube tutorials drive more qualified traffic than LinkedIn posts(00:54:00) - What it means to be irreplaceable in the age of AI(00:58:00) - Finding value as the "creative director" of AI outputs

In this thought-provoking conversation, Adam speaks with Kunal Dalal, AI expert in education and author of "The AI Parent." They explore how AI is transforming education and parenting in profound ways. From discussing the outdated model of competitive education to examining how indigenous wisdom might guide our approach to technology, Kunal shares insights on helping children find purpose in an AI-driven world where human connection matters more than digital achievements.—SHOW NOTES--- Kunal Dalal's book: "The AI Parent" - how to parent children in an AI-driven world- Orange County Department of Education - where Kunal heads up Artificial Intelligence- Indigenous AI concepts - Wakani Hoffman's work on infusing AI with indigenous values- Ray Kurzweil's book: "The Singularity is Nearer" - discussed around 32:00- Mo Gawdat - former chief business officer at Google X and author of "Solve for Happy" - https://www.mogawdat.com/- Hassan Kubba - helps authors, appeared on Slow Mo podcast (Mo Gawdat's podcast)- Documentary: "Happy" (2012) - https://www.imdb.com/title/tt1613092/- "Blue Zones" project by Dan Buettner - Netflix documentary about longevity and community- Ikigai - Japanese concept of finding purpose discussed in relation to longevity- Palace of Knossos - ancient Greek engineering mentioned as example of historical intelligence- Göbekli Tepe in Turkey - ancient archaeological site mentioned—CHAPTERS—(00:03:00) - Kunal discusses biggest misconceptions about AI in education globally(00:07:00) - Exploring rigid educational systems versus entrepreneurial culture mismatch(00:11:00) - Adam shares personal educational experiences and finding identity through music(00:15:00) - Discussion on youth feeling disillusioned about their future in today's world(00:19:00) - Mo Gawdat's story and finding purpose after personal tragedy(00:23:00) - How becoming a parent shifts one's perspective on purpose and meaning(00:27:00) - Reframing children's purpose as healing the world rather than competition(00:31:00) - Exploring the concept of hive mind and Ray Kurzweil's singularity ideas(00:35:00) - Ancient engineering intelligence examples from Knossos and historical civilizations(00:43:00) - Indigenous wisdom offering collaborative rather than competitive societal models(00:47:00) - The psychological impacts of chasing social media metrics and validation(00:53:00) - Mental health challenges from comparing oneself to others online(00:57:00) - The value of human connection versus digital achievements and relationships(01:03:00) - Documentary "Happy" and lessons about community versus material success(01:09:00) - The importance of being present with children versus digital distractions(01:13:00) - Adam shares heartwarming "mini high five" ritual with his son(01:17:00) - Kunal's final thoughts on what makes humans truly irreplaceableFor more, head over to www.adamshilton.com

In this thought-provoking episode, Adam Shilton joins Paul Barnhurst and Glenn Hopper to explore the current state of AI content creation. They examine AI-generated podcasts, synthetic data risks, and why AI still struggles with creating authentic, non-sterile content. The hosts share practical insights on how to effectively work with AI tools for learning, thinking, and doing tasks, rather than trying to outsource skills entirely. Adam's approach to AI as a supportive mechanism rather than a standalone entity offers valuable perspective for anyone looking to remain irreplaceable in an AI-driven world.The conversation also follows Adam's personal journey from corporate finance to entrepreneurship after his July TEDx talk. He candidly discusses building a business without a large savings cushion, finding problems worth solving rather than just having "good ideas," and his mission to help others build careers around their passions. His refreshing take on using technology to break down barriers and level the playing field provides inspiration for listeners considering similar transitions.Originally published on the Future Finance Podcast:- Website - https://www.thefpandaguy.com/future-finance- Spotify - https://open.spotify.com/show/2fwR53Rio39P6p7u7L73Fu— SHOW NOTES —- Information about Adam Shilton, founder, technologist, and TEDx speaker: [https://adamshilton.com](https://adamshilton.com/)- Rob Lennon's AI podcast host mentioned by Adam: Search "Rob Lennon AI podcast host"- Google's Notebook LM, an AI tool discussed by the hosts: https://deepmind.google/technologies/gemini/notebook/- OpenAI Playground for testing prompts and voice bots: https://platform.openai.com/playground- Meta (Facebook) AI avatar profiles mentioned in the discussion: Search "Meta AI avatar profiles"- Ethan Mollick's book "Cointelligence" referenced by Adam: Search for "Ethan Mollick Cointelligence book"- Paul's training partner Ron Montero's book "Love Mondays": Search for "Love Mondays Ron Montero book"— CHAPTERS —(00:03:25) - Discussion about AI-generated podcasts and cloned voices.(00:06:30) - Exploring risks of AI learning from its own synthetic data.(00:10:15) - Glenn's perspective on limitations of synthetic data for AI training.(00:16:32) - Why AI still struggles with authenticity in writing and content.(00:20:45) - Using AI for improving content rather than creating from scratch.(00:24:10) - How to learn new skills with AI as a teaching assistant.(00:29:40) - The importance of domain expertise when working with AI.(00:35:20) - Adam's experience with creating "Franken-code" through AI assistance.(00:38:30) - Adam discusses his TEDx talk about technology and passion careers.(00:41:45) - Adam's journey into entrepreneurship without a traditional savings runway.

Dive into the cutting-edge world of AI-powered data analysis with tech expert Adam Shilton. In this illuminating keynote from the Grow CFO Global Finance Summit, Adam breaks down how Python is revolutionizing Excel, explores real-world machine learning successes and failures, and provides a practical framework for selecting AI tools. Discover how finance professionals can leverage emerging AI capabilities, from autonomous assistance to advanced data visualization, making this episode essential for anyone looking to stay ahead in the data-driven future. ------SHOW NOTES------ - Microsoft Excel Python Integration Documentation- Mockaroo Random Data Generator: https://www.mockaroo.com- Kaggle Datasets: https://www.kaggle.com/datasets- Microsoft Copilot for Excel- Claude by Anthropic: https://claude.ai- ChatGPT Code Interpreter- Power BI- Google Colab for Python- Follow Richard Nero on LinkedIn for Copilot insights ------ CHAPTERS------ - (00:00:27) - Overview of keynote topics and AI's role in strategic decisions- (00:03:16) - Framework for understanding different data tasks and AI capabilities- (00:07:05) - Real-world examples of machine learning algorithms and implementations- (00:24:31) - Introduction to Python in Excel and practical demonstrations- (00:32:19) - Updates on AI tools including ChatGPT, Claude, and Copilot- (00:43:36) - Framework for selecting appropriate AI tools for data analysis- (00:52:19) - Call to action and practical steps to get started with AI For more, head over to www.adamshilton.com

In this insightful keynote from the Grow CFO Global Finance Summit, tech expert Adam Shilton delivers a comprehensive framework for successful technology adoption in finance teams. From quantum computing's impact on future tech decisions to the latest in generative AI, Shilton breaks down why delaying tech adoption can sometimes be advantageous and how to avoid common pitfalls. The presentation focuses on practical frameworks for assessing, selecting, and implementing technology solutions while emphasizing the importance of thorough testing and pilot programs before full deployment. ———Show Notes——— Resources mentioned: - G2 Software Review Platform: [https://www.g2.com](https://www.g2.com/)- Grow CFO Slack Community (Join link available through Grow CFO)- Book Reference: "Decisive: How to Make Better Decisions in Life and Work" by Chip and Dan Heath Tools Mentioned: - Copilot for Microsoft 365- Claude AI- Excel Labs- Otter (transcription tool)- Loom (video recording/documentation) ———Chapters——— - (00:00:00) - Introduction to Adam Shilton podcast and technology adoption best practices- (00:03:07) - Overview of recent innovations in tech and quantum computing basics- (00:11:02) - Discussion of generative AI advances and cost evolution- (00:21:27) - Virtual hands vs. virtual brains: Understanding automation and AI tools- (00:25:49) - Framework introduction: Start from zero approach to tech adoption- (00:31:01) - Analyzing complexity in processes before implementing new technology- (00:35:23) - Research methodology and integration considerations for new technology- (00:41:45) - Decision-making process and importance of pilot programs- (00:44:42) - Implementation phases and key project roles for successful deployment- (00:48:21) - Closing thoughts on AI's role in future strategic decisions

In this engaging discussion, Hasan Kubba, a bestselling author and entrepreneur mentor, shares his expertise on standing out in the age of AI. He emphasizes the importance of leveraging personal strengths and unfair advantages to succeed. The conversation explores the profound effects of AI on content creation while maintaining authenticity. Hasan offers insights on book writing, thought leadership, and the evolving landscape of digital real estate, all sprinkled with personal anecdotes and valuable tips for navigating success in today's tech-driven world.

For more visit adamshilton.com | Join me as we learn from Tony Roberts, founder of PyXLL, for an in-depth discussion on Python's role in Excel and beyond. We address misconceptions about Python, explore its versatility from beginner to advanced use cases, and examine the pros and cons of AI-assisted coding. Tony shares his journey creating PyXLL and explains how it empowers Excel users with Python's capabilities. The episode also covers cloud deployment considerations and the future of Python in corporate environments. Don't miss this opportunity to stay ahead of the curve with Python. ------SHOW NOTES------ - Check out PyXLL - https://www.pyxll.com/- Watch PyXLL on YouTube - https://www.youtube.com/@python-excel - Connect with Tony - https://www.linkedin.com/in/troberts79/ ------CHAPTERS------ - (00:00:00) - Introduction of Tony Roberts and podcast overview - (00:01:18) - Misconceptions about Python's difficulty and capabilities - (00:24:46) - Time-saving benefits of AI in coding - (00:27:57) - Challenges with OpenAI Whisper API and debugging - (00:29:25) - Pragmatism in using AI for coding - (00:32:01) - Experimenting with AI tools for coding - (00:33:41) - Use of bots and AI in customer support - (00:39:02) - Coding mode differences in Microsoft Copilot - (00:45:39) - Ethical AI-generated communication in business - (00:48:49) - Importance of genuine interest in marketing - (00:52:56) - Transitioning from VBA to Python in corporate settings - (01:04:50) - Considerations for coding platform choices - (01:06:24) - Digital course plans and Python accessibility - (01:14:58) - Using Excel as a front end for Python functions - (01:17:21) - Conclusion and contact information

Introducing 'The Adam Shilton Podcast'!It's been a while! Almost 2 months since I spoke at GrowCFOs Global Finance Summit, and a LOT has happened. Tech for Finance was my passion project alongside my full-time job, but as of July 2024, I'm now working for myself. This transition has brought some identity crises, especially feeling imposter syndrome in finance. A big shoutout to my friend Soufyan Hamid for his perspective: “You don’t need to have had cancer to cure it.” Yet, I realized the content I've been producing isn't 100% me. So, I've decided to align more with my expertise. In 'The Adam Shilton Podcast'! I'll cover a broader range of topics focused on tech mastery, productivity, and self-improvement. My passion for finance tech remains, but I aim to share much more of myself. Find me at adamshilton.com for the latest newsletters and subscribe to Framework Friday. Feel free to e-mail me at adam@adamshilton.com. I appreciate your support and look forward to catching up on 'The Adam Shilton Podcast'. See you on the other side!

Watch the video of this presentation here.In this special episode, I present my keynote from the Grow CFO Global Finance Summit, exploring the now and future of AI and machine learning in finance. I the importance of pattern recognition, the role of generative AI, and practical use cases like spend and revenue analysis and outlier detection. Learn how tools like ChatGPT and Microsoft Copilot are reshaping financial management. Tune in for expert predictions, tips on improving your AI skills, and insights into deploying AI for enhanced financial operations and decision-making. ------ SHOW NOTES ------ - Check out GrowCFO here.- Download the presentation transcript and slides here- See the Google Colab code I used to run the models and predictions here.- Check out LABS.GENERATIVEAI here. ------ CHAPTERS ------ (00:00:00) - Introduction.(00:01:18) - Welcome and Summit Overview.(00:02:12) - AI Predictions and Partners.(00:03:32) - AI and Machine Learning in Finance.(00:04:41) - Poll and AI Impact.(00:07:07) - Session Overview.(00:07:32) - AI Tools and Techniques.(00:08:26) - Personal AI Journey.(00:10:33) - AI vs. Automation.(00:14:28) - Machine Learning in Finance.(00:17:11) - Training Data and Bias.(00:19:12) - Outlier Detection.(00:22:10) - Predictive Analytics.(00:23:09) - Experimentation with AI Models.(00:26:16) - Spend Forecast Case Study.(00:29:30) - Revenue Forecast Case Study.(00:34:38) - Generative AI.(00:39:49) - Building Bots with AI.(00:45:06) - AI Labs in Excel.(00:53:20) - General AI Tools.(00:56:27) - Future Predictions.(01:00:05) - Conclusion and Contact.(01:01:12) - Q&A Session. For more goodies, check out www.techforfinance.com

In this insightful episode, Adam welcomes Damien Bird, the Microsoft Cloud Architect and Power Automate Guru with over 10,000 YouTube followers. They dive deep into the world of Power Platform, demystifying the terminology and exploring the vast possibilities of Power Automate. From personal productivity hacks to enterprise-level automation, Damien shares his expertise on leveraging this powerful tool. He also provides valuable insights into the integration of AI and generative models like Copilot Studio. Get ready to unlock new levels of efficiency and streamline your workflows!    ------ SHOW NOTES ------  Watch Damien’s YouTube Videos – https://www.youtube.com/c/DamoBird365   Connect with Damien - https://www.linkedin.com/in/damobird365/   Check out Tech for Finance – www.techforfinance.com    ------ CHAPTERS ------    (00:00:00) - Intro and welcome to Tech for Finance podcast (00:00:34) - Introducing guest Damien Bird, Microsoft Cloud Architect (00:02:09) - Explaining Microsoft Power Platform terminology (00:05:12) - Getting started with Power Automate for personal productivity (00:10:48) - Discussion on Microsoft Copilot Studio and generative AI (00:19:18) - Examples of automating processes with Power Automate (00:25:58) - Suggestions for low-hanging fruit and quick wins with Power Automate (00:34:21) - Exploring Power Automate Desktop for personal productivity (00:38:06) - How to get started with Power Automate (00:44:13) - Using Process Advisor for process mining and automation opportunities (00:52:01) - Changing data formats and generating documents with Power Automate (01:00:26) - Keeping up with updates and changes in Power Platform (01:08:24) - Damien's favorite app: YouTube Studio (01:12:07) - Exploring AI apps and tools like Poe and Metaculus (01:20:22) - Closing comments and where to find Damien online