The ZohoDay 2025 podcast review - did Zoho make its enterprise (and AI) case?

On the final afternoon of a whirlwind ZohoDay 2025 analyst event, I finally got a live sit down with Brian Sommer after a couple of near misses. The topics on deck: did Zoho make its enterprise case? And how different/effective is its AI strategy? We took a bit of extra time to delve into Zoho's interesting-and-provocative AI messaging in the aftermath of DeepSeek. (Zoho's Sridhar Vembu considered these disruptions of "big AI" significant enough to refer to this phase of AI as "After DeepSeek.") Though some of the ZohoDay content is confidential, ZohoDay includes enough open conversations to let us bring you many of the issues we debated. And: this includes a much higher than average integration of customers into the sessions, which inform our podcast review.  Audiophile note: I had to revert to the backup recording due to some distortion on the main recording, but I think the sound quality is still pretty strong. Will do even better next time...