In this episode, we’re talking to Tricia Napper and David Bauer, co-founders of loomAI, a new AI-native consulting firm for financial services. Fresh from years at Salesforce, Tricia and David are throwing out the conventional AI playbook and starting one level down: with a single decision your business makes every day. They share why so many AI projects stall, why the learning organization beats the all-knowing expert, and why keeping humans at the center matters more as agents multiply. Their take is essential for any customer-obsessed organization deciding where AI belongs, and where it doesn’t.
Inside the Episode
- The story behind loomAI and what “getting agents into production one decision at a time” really means
- Why the race for AI value is colliding with rising token costs and energy limits, and how automating a bad process just gets you bad results faster
- Where Salesforce fits in a consumption-priced, agentic world, and why the trust layer and configuration still matter
- The governance problem every CIO is waking up to as agents multiply across the org
- The data vocabulary shift: why yesterday’s clean data is often today’s dead data
- What the consulting firm of the future looks like, from the 1,200 decisions a business makes each day to a learning organization that contracts on outcomes
- Drawing the line in regulated industries: human-in-the-loop, and why background agents beat customer-facing ones for now
- Why human connection becomes more valuable, not less, as everyone races to automate
