Cloud Wars Live with Bob Evans - podcast cover

Cloud Wars Live with Bob Evans

Cloud Wars analyzes the major cloud vendors from the perspective of business customers. In Cloud Wars Live, Bob Evans talks with both sides about these profoundly transformative technologies, and with monthly All-Star guests from across the business community about the trends impacting how the world lives, works, plays, and dreams. Visit https://cloudwars.com for more.
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Episodes

AI Agent & Copilot Podcast: Paragon Films' Kenny Mullican Shares Event Expectations, Adapting To a New 'AI Reality'

Key Takeaways Mullican expresses the value of the event, and given that AI and Copilot have matured, the sessions at the 2025 AI Agent & Copilot Summit NA will shift from a focus on experimentation to practical applications that deliver real impact. As a returning Programming Committee Board member, Mullican highlights the "unprecedented number of submissions this time around,” making it tough to choose sessions for 2025. The event will offer a mix of visionary talks, practical use cases, an...

Dec 10, 202513 minEp. 639

The Race to the Quantum Internet: IBM and Cisco Reveal Ambitious Network Blueprint

In today’s Cloud Wars Minute, I look at how IBM and Cisco are teaming up to pioneer long-distance quantum networks. Highlights 00:03 — Although not the only company invested in the development of quantum computing , IBM is certainly considered the most active. The company has the highest number of patents, a clear road map for fault tolerant quantum systems, and the most prestigious track record across quantum hardware, software and the commercialization of these tools. 00:28 — Now, IBM and Cisc...

Dec 10, 20253 minEp. 634

Palantir vs. ServiceNow: AI Platform Position + Who Is 'Defining Soft.Co?'

Highlights 00:24 — I think we’re seeing some very interesting competitive battling between Palantir and ServiceNow, head to head, emerging over two categories. One, this AI platform position that they’re both talking about relentlessly as sort of the core of their strategic value. And secondly, they’re both on this kick now about who is the defining software company of the 21st century, of the generation. 01:57 — Both are talking up the power of the AI platform as the foundation for what compani...

Dec 09, 20255 minEp. 637

AI Agent & Copilot Podcast: enVista’s Nathan Bensch Talks Dataverse, Governance, and Agent Design

Key Takeaways Agents take center stage : Bensch says last year’s event was focused on Copilot basics and early-stage AI adoption, but 2025 is the year of agents. Organizations are asking how to make agents work securely, how to tap into data through offerings like Work IQ and MCP servers, and how to build governance that actually holds up. Attendees can expect deep dives into security, data extraction, Dataverse, Finance & Operations, and all the new features unveiled at Microsoft Ignite . “...

Dec 08, 202516 minEp. 630

Marc Benioff and Salesforce Get Growth Mojo Back

In today’s Cloud Wars Minute, I review the remarks and insights from CEO Marc Benioff and Salesforce from the recent Q3 earnings call. Highlights 00:20 — After an approximately three-year hiatus, CEO Marc Benioff and Salesforce demonstrated their growth mojo through the Q3 numbers. While some of the numbers aren't quite as robust as they were in Salesforce's earlier days, in the earnings call, Benioff emphasized growth, innovation, and new things coming that are reflective of where the company w...

Dec 08, 20255 minEp. 635

Palantir Disruption: New Customer Raises AI Spending by 8X!!

In today's Cloud Wars Minute, I discuss how Palantir’s latest customer wins reveal a shift from point solutions to end-to-end AI strategies. Highlights 00:19 — Palantir's got a customer that, very shortly after signing a deal for a fairly limited AI engagement, said it wanted to go enterprise-wide with an investment that's up 8x over what the original one was. This signals where CEOs are driving these AI-centered business transformations to ensure that they go end-to-end here and have enhanced b...

Dec 04, 20255 minEp. 633

Microsoft Copilot Exits WhatsApp: What Users Need to Know

In today's Cloud Wars Agent and Copilot Minute, I unpack why Microsoft Copilot will no longer be available on WhatsApp starting January 15 and what users should do next. Highlights 00:03 — Starting January 15, Microsoft Copilot will no longer be available to users via WhatsApp. This feature has been offered since 2024, but due to changes in WhatsApp platform policies — which include the removal of all LLM chatbots, Copilot users will need to access the assistant through alternative means. 00:30 ...

Dec 04, 20252 minEp. 632

Inside Google Cloud’s Human-Centered AI Revolution | Cloud Wars Live

In this Cloud Wars Live podcast, Bob Evans sits down with Hayete Gallot, President, Google Cloud Customer Experience, to explore how Google Cloud is helping enterprises move from AI experimentation to true business transformation. Gallot describes how her organization unifies engineering, consulting, partners, and learning to accelerate time-to-value and scale agentic AI across every function. Together, they dive into Gemini Enterprise, customer successes like Virgin Voyages, and why human-cente...

Dec 03, 202522 minEp. 627

AI Agent & Copilot Podcast: Anywhere Real Estate's Mary McAnally on Diverse Perspectives, Accelerating the AI Learning Curve

Key Takeaways Community involvement: Mary is a member of the programming committee board this year and will be attending the AI Agent & Copilot Summit, taking place from March 17th to 19th in San Diego, California. Working in the real estate industry, Mary acknowledges that, like individuals in all industries, there's a lot of AI transformations happening right now. "Being involved in this broader community is really exciting and energizing," she says. Summit expectations: She reports moment...

Dec 03, 20259 minEp. 631

Salesforce Completes Informatica Acquisition, Boosting Its Agentic AI Foundation

In today’s Cloud Wars Minute, I explore how Salesforce’s acquisition of Informatica strengthens its foundation for delivering trustworthy, agentic AI. Highlights 00:04 — A few years back, when I was covering the cloud data management firm Informatica on a regular basis, the rumor mill was rife with speculation that the company was set to be acquired by Salesforce. It didn’t happen right away, but ultimately, that’s what transpired. 00:22 — Now, Salesforce has announced that the acquisition is co...

Dec 03, 20252 minEp. 628

Workday Q3 Trifecta: 15% Rev. Growth, 17% Total RPO Growth, Strong AI Uptake

In today's Cloud Wars Minute, I analyze why Workday’s $26B RPO signals strong future momentum in the face of SAP and Oracle. Highlights 00:15 — Very nice Q3 that Workday recently finished here. Great revenue growth for the quarter ended October 31 — up 15% to about $2.25 billion. 17% growth for its total RPO, to about $8.2 billion. It's been cranking up the innovation engine there at Workday. Small AI-specific acquisitions over the last year or two have really been adding to this so customers ha...

Dec 02, 20254 minEp. 629

How SAP Is Reimagining Enterprise AI

In this special Cloud Wars report, Bob Evans sits down with Michael Ameling, President and Chief Product Officer of SAP Business Technology Platform, for a deep dive into how SAP is helping customers navigate the fast-moving AI Era. Ameling and Evans discuss how SAP’s Business Data Cloud, partnerships with Snowflake and Databricks, HANA Cloud innovations, and new AI-powered tools and agents are helping SAP evolve from an applications powerhouse into a data-and-AI-driven business platform for the...

Dec 01, 202522 minEp. 623

AI Agent & Copilot Podcast: VisualSP's Asif Rehmani Details Copilot Training Resources to Boost ROI

Information access : While many have Copilot licenses, usage is low beyond basic tasks like email and meeting summaries. The main challenge with adoption is providing guidance within apps like PowerPoint, Excel, Dynamics, and Word so users can access help exactly when they need it. This is something Rehmani's company, VisualSP , and his training platform, copilottrainingpackage.com , specialize in. "I'm a big proponent of giving people 'at the moment need' information," he notes. Training paths ...

Nov 26, 202511 minEp. 625

Microsoft, Anthropic, and NVIDIA Forge AI Super-Alliance Poised to Shape the Next Era of Innovation

In today's Cloud Wars Agent and Copilot Minute, I break down why this Microsoft-Anthropic-NVIDIA trio, spotlighted at Microsoft Ignite , may define the next phase of the AI Revolution. Highlights 00:19 — Today, I want focus on a particularly significant partnership involving not one but three partners, collaborating in multiple ways across various fronts. The companies are Microsoft, of course, Anthropic, and NVIDIA. The trio is set to establish new strategic partnerships that, in my view, truly...

Nov 25, 20253 minEp. 624

AI Agent & Copilot Podcast: John Accardi on Technology Evolutions, Getting Started with AI

Key Takeaways Career journey and Microsoft involvement: While he's been in the industry for a long time, Accardi recounts being in the Microsoft arena for about 14 to 15 years. "My entire career has been around technology...and I have familiarity with various platforms," he notes. He has filled a range of roles, including sales leadership, marketing, product management, and more. Over the past several years, he has been "very heavily involved in the Microsoft alliance, their marketing, their pro...

Nov 24, 202512 minEp. 621

Google Cloud CEO Thomas Kurian's Crowning Achievement

In today's Cloud Wars Minute, I break down why Google Cloud’s new Gemini Enterprise may be Thomas Kurian’s most ambitious and most defining move yet. Highlights 00:14 — One of the fastest-growing companies in the Cloud Wars Top 10 — and one that has been the most innovative, successful, and is definitely making a run at the number one spot — is Google Cloud. And I think that this week, as Thomas Kurian begins his eighth year as CEO of Google Cloud, he has recently pulled together what I'm callin...

Nov 24, 20255 minEp. 622

Microsoft Ignite: Renowned Futurists Map Out the Next Era of Enterprise AI Success

In today's Cloud Wars Agent and Copilot Minute, I look at how screen-aware Copilots , task-based agents, and multimodal interfaces are reshaping enterprise work — and why identity, permissions, and access guardrails now matter more than ever. Highlights 00:30 — Two experts, Brian Madden, Vice President and Field Technology Officer and Futurist at Citrix, and Marco Casalaina, Vice President of Products, Core AI and an AI Futurist at Microsoft, hosted a session at this year's Microsoft Ignite conf...

Nov 21, 20254 minEp. 620

Hottest in Cloud/AI: Palantir #1, Google Cloud #2, Oracle #3

In today's Cloud Wars Minute, I reveal how Palantir leapfrogged the competition with 63% cloud growth, shaking up the Cloud Wars Top 10 . Highlights 00:14 — Periodically, I do an update on what I call the Cloud Wars Growth Chart. The latest list shows that Palantir — new to the Cloud Wars Top 10 — is number one in fastest growth, by a long shot. Google Cloud, which for the last six quarters had been the fastest growing, is now in the number two spot. Oracle comes in at number three. 01:06 — So l...

Nov 20, 20255 minEp. 619

AI Agent & Copilot Podcast: Stoneridge Software's Eric Newell Shares Community Summit Takeaways, Future of AI Adoption

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Eric Newell, CEO, Stoneridge Software , while on-site at Community Summit North America 2025 , which took place October 19-23. Newell shares his takeaways from the conference, and what he expects the future of AI adoption to look like over the next 12-18 months. Key Takeaways Summit NA buzz : Newell notes the prominence of AI and agents at Summit NA 2025. More specifically, the CRM Product Roadmap session highlighte...

Nov 19, 20254 minEp. 618

Workday's Acquisition of Sana Delivers AI-Enabled Knowledge Access to Customers

In today's Cloud Wars Minute, I discuss Workday's acquisition of the enterprise knowledge and learning platform provider Sana, and what it means for customers. Highlights 0:05 — Now,the understanding of the capabilities of LLMs has seeped from discussions among in-the-know business leaders into the general public. Personally, I don't know anyone who hasn't tried ChatGPT at least once. However, when it comes to leveraging LLMs and their associated technologies in a business context, it all comes ...

Nov 19, 20253 minEp. 617

Elevaite365 Test Automation Turns Testing into a Strategic Advantage

In today's podcast, John Siefert sits down with Magnus Perri, CEO, elevaite365 Test Automation, and Michael Catterall, Product Lead, elevaite365 Test Automation, to unpack how AI is redefining testing in Dynamics 365 projects. They discuss why manual testing overwhelms business users, how elevaite365 Test Automation 's platform automates and adapts with AI, and how a community-driven script library accelerates implementation. It's test automation built for real-world complexity and speed. AI Tes...

Nov 18, 20259 minEp. 611

SAP + Snowflake: Promiscuous Partnership Powerful + Promising

In today's Cloud Wars Minute, I explore how tech rivals are becoming collaborators to better serve customer innovation. Highlights 00:43 — I call SAP and Snowflake's recent announcement a promiscuous partnership that's powerful and promising. I'll try not to trip over too many more P’s here, but I think the point of this is we're seeing the promiscuous side: big tech companies that, you know, were very selective about how they worked with each other in the past. 01:04 — I think now we're seeing ...

Nov 18, 20255 minEp. 616

AI Agent & Copilot Podcast: LS Retail's Jeff Miller on Global Deployments, AI Integration, Client Collaboration

In this episode of the AI Agent & Copilot Podcast, John Siefert hosts Jeff Miller , Vice President, Americas, LS Retail , for a discussion on LS Retail's position in its industry, how it supports organizations across the globe, integrating AI, and upcoming projects. Key Takeaways About the company: LS Retail has been a leader in its industry from an ISV perspective. The company has been in the ecosystem for about 30 years, focusing on software development in the retail market. There are over...

Nov 17, 202516 minEp. 614

Palantir Q3 Reveals New Deal Sizes, Shorter Timelines, Bigger Ambition | Cloud Wars Live

In this special episode of Cloud Wars Live, Bob Evans speaks with Chad Wahlquist, Architect at Palantir, about the company’s explosive Q3 growth and the accelerating adoption of its AI Platform (AIP). They explore how AIP serves as an operating system for the enterprise, enabling customers to achieve global optimization, faster ROI, and model flexibility. Wahlquist also talks about Palantir’s open, interoperable architecture and its commitment to delivering value at speed, especially for custome...

Nov 17, 202529 minEp. 613

Inside Palantir: Wildly Different Value Prop for Customers — Growth!

In today's Cloud Wars Minute, I take you inside Palantir’s wildly different approach to driving customer growth. Highlights 00:14 — One of the companies causing a lot of disruption within the Cloud Wars Top 10 companies is Palantir, which recently reported its Q3 revenue up 63% to $1.12 billion, just growing incredibly fast and putting together a remarkable set of customers and customer references for what they’ve been able to do with Palantir. And I think this speaks to a very, very different a...

Nov 17, 20255 minEp. 615

New Copilot Search Experience Boosts Transparency with Source Links and Dropdown Navigation

In today's Cloud Wars Agent and Copilot Minute, I look at how Copilot’s smarter search experience supports users, respects content creators, and strengthens the web. Highlights 00:12 — Microsoft has announced that it's bringing the best of AI search to Copilot, along with a dedicated Copilot search experience. In practice, this means that responses from Copilot will include, as Microsoft describes it, more prominent clickable citations and the option to see aggregated sources. The aim is to alig...

Nov 14, 20253 minEp. 612

AI Agent & Copilot Podcast: Stijn Geeroms on Cegeka as Microsoft's Supply Chain Partner of the Year

In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Stijn Geeroms , Vice President Business Solutions, Cegeka , for a conversation on Cegeka being named Microsoft's Partner of the Year for supply chain. Key Takeaways About the company: Cegeka is a global IT company headquartered in Belgium. It has around 10,000 professionals across Europe and North America. Geeroms describes Cegeka as a "Microsoft-first partner," as it offers solutions for the various Microsoft solut...

Nov 13, 202510 minEp. 610

Larry Ellison: Oracle Multicloud Rev. +1,529%

In today's Cloud Wars Minute, I take a look at how Oracle’s bold multicloud partnerships — with Microsoft, AWS, and Google Cloud. Highlights 00:15 — One of the ways in which Oracle has been distinguishing itself is not just with its new technology, but with interesting go-to-market approaches. Now, Ellison recently said that while Oracle's multicloud business, where its three competitors, Microsoft, AWS, and Google Cloud, all offer the Oracle Database to their customers, that revenue was up over...

Nov 13, 20255 minEp. 609

AWS Infrastructure to Power OpenAI’s AI Workloads Under $38 Billion Agreement

In today’s Cloud Wars Minute, I delve into OpenAI’s $38 billion partnership with AWS, giving Amazon a major role in powering and scaling OpenAI’s AI workloads. Highlights 0:03 — OpenAI and AWS have announced a multi‑year strategic partnership valued at $38 billion for AWS. This deal will enable AWS to provide the infrastructure necessary to support the operation and scaling of OpenAI’s AI workloads. OpenAI is currently utilising computing resources through AWS, which include hundreds of thousand...

Nov 12, 20253 minEp. 608
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