Expert conversation

Rich Waldron, Tray.ai CEO: A Fortt Knox Conversation

Rich Waldron joins Jon Fortt to unpack the obstacles enterprises face deploying AI agents at scale.

What’s covered

Tray.ai CEO Rich Waldron speaks with CNBC's Jon Fortt about the blockers to enterprise AI agent adoption: fragmented data, overlapping “mini agents,” and the need for a neutral, governed control layer. Rich also shares Tray’s origin story, how early enterprise wins shaped the company’s focus, and why disciplined decision-making matters in an AI hype cycle.

Top takeaways

  • AI agents only work when they can act across all enterprise data and systems, which most stacks can’t handle yet
  • A top risk for enterprises is uncontrolled sprawl and poor governance
  • CIOs need a flexible, integration-first architecture so they can change models without rebuilding everything

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