集成公司Boomi董事长兼首席执行官史蒂夫·卢卡斯（Steve Lucas）对《TNW》表示，该公司正接近10亿美元的经常性收入。他说，自从他于2022年加入以来，这家集成公司的收入在四年内增加了两倍。他表示，Boomi涉足数据领域这很有帮助，而“AI需要数据”。每年在AI上的花费数以万亿计，而Boomi“无疑是一个受益者”。
Boomi is approaching $1bn in recurring revenue, chairman and chief executive Steve Lucas told TNW. The integration company has tripled its revenue in the four years since he joined in 2022, he said. It helps that Boomi does data, and “AI needs data,” he said. Trillions are spent on AI every year, and Boomi is “certainly a beneficiary.”
卢卡斯从微软起步，还在上大学时就在贸易展上展示Windows 3.1和Office。他在Business Objects和SAP度过了十年，随后管理了被Adobe收购的Marketo以及招聘软件公司iCIMS。2025年4月，他出版了《数字影响力》（Digital Impact），这是一本关于AI转型中人性一面的书。
Lucas started at Microsoft, demonstrating Windows 3.1 and Office at trade shows while still at university. He spent a decade at Business Objects and SAP, then ran Marketo, which Adobe bought, and the recruitment software company iCIMS. In April 2025 he published Digital Impact, a book about the human side of AI transformation.
9月24日，他在阿姆斯特丹举行的HumanX上接受了克里斯蒂安·迪纳（Cristian Dina）的采访。这是继Glean的阿尔温德·贾恩（Arvind Jain）、UiPath的迈克尔·阿塔拉（Michael Atalla）和Zendesk的汤姆·埃格迈尔（Tom Eggemeier）之后，TNW播客的最新一期节目。完整的对话见下方视频。
He spoke to Cristian Dina at HumanX in Amsterdam on 24 September. It is the latest episode of the TNW Podcast, after Glean’s Arvind Jain, UiPath’s Michael Atalla and Zendesk’s Tom Eggemeier. The full conversation is in the video below.
Boomi自称为一家数据激活公司。它向3万多家公司销售集成、自动化和AI工具。卢卡斯表示，其最常见的工作是让公司的应用程序、数据库和API相互沟通。
Half of accounts payable Boomi calls itself a data activation company. It sells integration, automation and AI tools to more than 30,000 companies. Its most common job is getting a company’s apps, databases and APIs to talk to each other, Lucas said.
他说，在Boomi内部，大约一半的应付账款现在由AI审核和完成，不过人类仍参与其中。应收账款等财务工作正在缓慢过渡。他表示，指望员工使用AI本身并不能奏效。企业需要找到AI适用的具体业务问题，并在此基础上进行构建。
Inside Boomi, about half of accounts payable is now reviewed and made by AI, with humans still in the loop, he said. Finance work such as accounts receivable is moving over slowly. Telling staff to use AI does not work on its own, he said. Companies need specific business problems where AI fits, and should build from there.
卢卡斯预计AI不会很快消灭工作。他说，每当变革性技术到来时，从装配线到机器人，人类都会发明新的工作。他从未感到如此忙碌。
Ten times more work Lucas does not expect AI to wipe out work soon. Whenever a transformative technology arrives, from the assembly line to robotics, humans invent new work, he said. He has never felt busier.
“我认为在出现少10倍的工作之前，会出现多10倍的工作。”Boomi首席执行官史蒂夫·卢卡斯如是说。他称“SaaS末日”被高估了。AI让任何人都能创建软件，因此他预计未来五年软件会更多，而不是更少。这很适合致力于集成的Boomi。他说，平均每家大公司运行的生产力应用程序已经超过350个。
“I think there’s going to be 10 times more work before there’s 10 times less work.”Steve Lucas, Boomi chief executive He called the “SaaS apocalypse” overrated. AI lets anyone create software, so he expects more software in the next five years, not less. That suits Boomi, which integrates it. The average large company already runs more than 350 productivity applications, he said.
“难道你不觉得讽刺吗？生产力软件被称为生产力软件？”——史蒂夫·卢卡斯卢卡斯说，公司在数据上卡壳了。模型的优劣取决于其输入，因此数据必须易于获取、高质量且安全。
“Don’t you find it ironic that productivity software is called productivity software?”Steve Lucas Data, then agents Companies get stuck on data, Lucas said. A model is only as good as its inputs, so data has to be accessible, of high quality and secure.
他对投入生产的智能体的大数字持谨慎态度。价值来自于推动决策和投资回报的智能体，而不是为了“赶时髦”而构建的智能体，他说。
He is wary of big numbers on agents in production. Value comes from agents that drive decisions and return on investment, he said, not agents built “to be buzzword compliant.”“Anyone can have millions of agents deployed if they do meaningless work.”Steve Lucas He is not sure what AGI is, and by all measures, he said, the industry has already reached it. Ten years ago, he said, he would have called today’s models from OpenAI or Anthropic AGI. His own test is simpler: he will know when his job starts to get easier.
“如果做的是无意义的工作，任何人都可以部署数百万个智能体。”——史蒂夫·卢卡斯他不太确定什么是通用人工智能（AGI），并且据他所说，从各方面衡量，行业已经达到了这一目标。他说，十年前，他会把OpenAI或Anthropic当今的模型称为AGI。他自己的测试更简单：当他的工作开始变得轻松时，他就会知道。
A life that depends on integration Lucas has type 1 diabetes. He wears a glucose sensor on his arm and an insulin pump on his back. His life depends on how well they work together, he said. He sees the irony: his life “depends on integration and it’s also what I do for a job.”The name Boomi comes from the Sanskrit word for earth, he said. The company was founded a little over 20 years ago on the idea that everything is connected.
卢卡斯患有1型糖尿病。他的手臂上戴着血糖传感器，背上戴着胰岛素泵。他说，他的生活取决于它们的协同工作情况。他看到了讽刺之处：他的生活“依赖于集成，这也是我的工作”。他说，Boomi这个名字源于梵语中的地球一词。该公司成立二十多年，其理念是万物互联。
Saying no Boomi has about 2,200 to 2,300 employees. Lucas wants to make them 10 times more productive, so the company works like one of 10,000 people. It sells through a direct sales force and more than 800 partners, which bring in 30% to 40% of revenue, he said.
Boomi拥有大约2200至2300名员工。卢卡斯希望将他们的生产力提高10倍，使公司运作起来就像一家拥有1万名员工的企业。他说，公司通过直销团队和800多个合作伙伴进行销售，这些合作伙伴带来了30%至40%的收入。
His hardest lesson is saying no. When he joined there were dozens of projects, and he cut about ten of them to stay focused on integration. Next, Boomi is being pulled heavily into AI infrastructure, he said, with governance first. That means watching AI, checking it does what it should, and being able to say yes when a government asks to audit it.
他学到的最艰难的一课是学会说不。他加入时有几十个项目，他削减了大约十个，以专注于集成。他说，接下来，Boomi正被大量拉入AI基础设施领域，首要任务是治理。这意味着监督AI，检查它是否按预期运行，并在政府要求审计时能够给出肯定的答复。
His advice to students is to keep learning to program, because people still need to understand good architecture and what AI is doing.
他给学生的建议是继续学习编程，因为人们仍然需要了解良好的架构以及AI正在做什么。“好奇心将是走出大学的第一大技能。”——史蒂夫·卢卡斯
“Curiosity will be the number one skill set coming out of university.”Steve Lucas