Cloud Wars Live with Bob Evans

00:05:29

As Workday CEO Bhusri Touts 'AI-Native,' Q1 Comes In...

Cloud Wars Live with Bob Evans ·

2026/05/28

In today's Cloud Wars Minute, I break down why Workday sees agentic AI as the key to defending its 80 million-user base.Highlights 00:02 — Workday co-founder Aneel Bhusri resumed his position as CEO. He wanted to help guide the company through the AI Revolution and help bring a solid knowledge of what's happening and how Workday as a company has to be able to innovate and create and get with the AI-native program as rapidly as possible. 00:45 — It's got to be able to move fast, and the margin for

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00:24:06

Workday’s AI Reinvention Signals a New Enterprise...

Cloud Wars Live with Bob Evans ·

2026/05/27

Bonnie Tinder is the founder and CEO of Raven Intelligence, an independent B2B peer review site that amplifies the voice of the customer. She focuses on software customers, consulting partners, and software vendors and helps identify the best partners for their needs. In this episode, she and Bob Evans speak about Workday’s accelerating AI transformation following its Innovation Summit. Bonnie offers a practitioner’s perspective on how Workday is rethinking enterprise software around agentic AI,

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00:03:26

Why Salesforce’s Agentforce Operations Could...

Cloud Wars Live with Bob Evans ·

2026/05/27

In today's Cloud Wars Minute, I examine why Agentforce Operations could remove one of enterprise AI’s biggest adoption barriers.Highlights 00:03 — While the flow of innovative and transformational agentic AI technologies has certainly shifted from a trickle to a flood, there are still many barriers to success, albeit barriers that companies across the board are diligently working to address and overcome. 00:33 — [Many] workflows were built for manual human oversight, often loosely governed and

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00:04:46

OpenAI Calms Nervous World: ChatGPT Is NOT a Lawyer

Cloud Wars Live with Bob Evans ·

2026/05/26

In today's Cloud Wars Minute, I cover a recent court case leading to OpenAI having to clarify that ChatGPT is not a lawyer.Highlights 00:10 — There has been confusion about what OpenAI's core product, ChatGPT, is and isn't, particularly in a recent court case. OpenAI clarified that ChatGPT is not a lawyer after an individual used the AI tool to build her case and would cite it as a source. 01:30 — In its motion for dismissal, ChatGPT had to very specifically note that it's not a lawyer, it is not a

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00:03:08

Microsoft Says AI Absorption Matters More Than AI...

Cloud Wars Live with Bob Evans ·

2026/05/22

In today's Cloud Wars Minute, I unpack Microsoft’s Work Trend Index and what it reveals about the rise of agentic AI in the workplace.Highlights 00:09 — Microsoft's 2026 Work Trend Index annual report is titled "Agents, Human Agency, and the Opportunity for Every Organization." Microsoft analyzed trillions of anonymized M365 productivity signals, surveyed upwards of 20,000 workers in 10 countries, and consulted with experts in AI, work, and organizational psychology. Here are some of the most

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00:19:50

Palantir's Chad Wahlquist: AI Agents Are Compressing...

Cloud Wars Live with Bob Evans ·

2026/05/21

In this Cloud Wars special report, Bob Evans speaks with Chad Wahlquist, Architect at Palantir, about the company’s explosive Q1 performance and the deeper forces driving enterprise AI adoption. Wahlquist explains how Palantir’s model goes far beyond traditional software, combining forward deployed engineering, ontology, agentic AI, and enterprise infrastructure to accelerate customer outcomes. AI Infrastructure Rising The Big Themes: AI Building AI: One of the most striking themes is the shift

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00:04:28

Inside Palantir's 70% Q1 Surge + SAP Partnership

Cloud Wars Live with Bob Evans ·

2026/05/21

In today's Cloud Wars Minute, I unpack why Palantir’s customer-first AI approach is outperforming much larger rivals.Highlights 00:06 — One of the drivers in 2025 and 2026 of that surge in the greatest growth market here has been Palantir, relatively small. It'll probably do seven and a half, $8 billion in the coming year. 00:42 — So I had a great chat, you can see it all, a one-on-one video conversation with Palantir architect Chad Wahlquist. Palantir's titles are a little peculiar, right? It has

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00:02:11

Anthropic, Google Cloud, and the New AI Compute Arms...

Cloud Wars Live with Bob Evans ·

2026/05/20

In today's Cloud Wars Minute, I examine how AI demand is reshaping rivalries between Google Cloud, AWS, NVIDIA, and Anthropic.Highlights 00:03 — According to reports, Anthropic has committed to a $200 billion five-year agreement for Google Cloud services and Google-designed chips, a deal that could account for more than 40% of Google Cloud's revenue backlog. 00:18 — This represents yet another escalation in the rapidly expanding partnership between Google Cloud's parent company, Alphabet, and

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00:12:48

Google Cloud’s Matt Renner on Why Enterprise AI...

Cloud Wars Live with Bob Evans ·

2026/05/19

In this Cloud Wars conversation, Bob Evans speaks with Matt Renner, Chief Revenue Officer at Google Cloud, about the explosive acceleration of enterprise AI adoption and how Google Cloud is scaling to meet it. Renner explains why customers are demanding immediate business outcomes, not experimental pilots years down the road, and shares Google Cloud’s response through expanded field engineering investments, ecosystem funding, and deeper enterprise co-creation. The discussion also explores Google’s

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00:04:17

Google Cloud Launches AI FDE's to Accelerate AI...

Cloud Wars Live with Bob Evans ·

2026/05/19

In today’s Cloud Wars Minute, I look at how Google Cloud is pairing technical innovation with go-to-market execution to fuel AI growth.Highlights 00:00 — One of the fastest-growing companies in the Cloud Wars Top 10 is Google Cloud, and it has just launched a program of Forward Deployed Engineers (FDEs), specializing in AI to help accelerate AI transformation at the point of the customer. 00:46 — I had a chance to speak about this new AI FDE program with Matt Renner, President and Chief Revenue

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00:05:10

SAP, Palantir Ask: 'Software' Obsolete in AI Era?

Cloud Wars Live with Bob Evans ·

2026/05/18

In today's Cloud Wars Minute, I connect SAP, Palantir, and Ford to AI’s expanding economic disruption. Highlights 00:11 — Recently, both SAP, number four on the Cloud Wars Top 10, and Palantir, number five on the Cloud Wars Top 10, have asked: Are we reaching the end of the term software or software company? 00:47 — But I think their idea is that, what we've thought of as software, what we've come to picture it to be, the image we have in our head, the mindset we have around software, is just

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00:04:11

SAP CTO Herzig on Business AI Platform, API Policy,...

Cloud Wars Live with Bob Evans ·

2026/05/15

In today’s Cloud Wars Minute, I unpack SAP CTO Philipp Herzig’s perspective on AI, APIs, and the company’s next era beyond traditional software.Highlights 00:01 — As part of our ongoing analysis of the massive changes that SAP rolled out this past week at their Sapphire event in Orlando, I had an interesting one-on-one conversation with SAP Chief Technology Officer Philipp Herzig, where he discussed a range of things. Particularly this notion of how, as SAP begins to move beyond applications into

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00:15:56

SAP CTO Philipp Herzig Explains SAP’s Enterprise AI...

Cloud Wars Live with Bob Evans ·

2026/05/15

Bob Evans speaks with SAP CTO Philipp Herzig from SAP Sapphire in Orlando about SAP’s AI strategy, platform evolution, customer modernization challenges, governance, and enterprise-scale agent deployment. Herzig lays out SAP’s positioning around openness, business AI, autonomous agents, security, and migration support, while addressing confusion around API policy changes and fair-use limits. SAP’s AI Inflection Point The Big Themes: SAP’s AI Platform Is Becoming Cohesive: A major theme in the

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00:12:07

Sebastian Steinhäuser Details SAP’s Autonomous...

Cloud Wars Live with Bob Evans ·

2026/05/14

At SAP Sapphire in Orlando, Bob Evans sat down with Sebastian Steinhäuser to discuss what may be one of the most consequential strategic shifts in SAP’s history. As enterprise AI moves from experimentation to execution, Steinhäuser outlines SAP’s vision for the autonomous enterprise: where AI agents, assistants, business data, and deep industry expertise come together to solve real operational problems. AI with Industry Depth The Big Themes: Customers Want Outcomes, Not AI Demos: A recurring theme

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00:04:07

Inside SAP's AI Revolution: COO Steinhäuser

Cloud Wars Live with Bob Evans ·

2026/05/14

In today's Cloud Wars Minute, I explore how SAP’s AI Revolution could redefine enterprise software through agents, data, and industry-specific intelligence.Highlights 00:03 — We are reporting here from the Sapphire show floor in Orlando. It's been a wild week here, and I had a great chance to talk with SAP Chief Operating Officer, Sebastian Steinhäuser about some of the changes that are going on there inside what I call SAP's AI Revolution. 00:21 — Covering everything from what it's doing with

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00:02:20

OpenAI Expands AWS Partnership to Bring Frontier AI...

Cloud Wars Live with Bob Evans ·

2026/05/13

In today’s Cloud Wars Minute, I examine why OpenAI bringing frontier models to AWS signals a new era of AI platform pragmatism.Highlights 00:03 — Hot on the heels of the news that OpenAI and Microsoft have re-explored the terms of their partnership, leading to a much more flexible outcome for OpenAI, the company has introduced an expanded partnership with AWS to bring OpenAI's latest models to Amazon Bedrock. 00:23 — The new solutions currently in preview include the launch of Codex on Amazon

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00:04:37

SAP's AI Plan: Data, Pricing, M&A, Partnerships

Cloud Wars Live with Bob Evans ·

2026/05/12

Highlights00:28 — Over the past couple of years, SAP has been the growth leader in applications, growing anywhere from 50% to 250% faster than some of its major competitors. 00:41 — The company has undergone a shift to consumption pricing. This is something that will be phased in over the next couple of years. CEO Christian Klein says it reflects the way that people are using AI and the value they’re getting out of the product. 01:12 — SAP is developing tighter relationships with AI innovators. An

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00:21:36

Workday CEO Aneel Bhusri Says AI Will Replace Labor,...

Cloud Wars Live with Bob Evans ·

2026/05/11

In this Cloud Wars conversation, Bob Evans sits down with Workday Co-Founder and CEO Aneel Bhusri for a candid discussion about AI’s disruptive impact on enterprise software, the future of agentic workflows, and why Bhusri returned to the CEO role during one of tech’s most consequential transitions. The conversation explores whether AI will replace software or labor, why systems of record remain strategically vital, and how enterprise leaders should think about governance, security, and business

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00:03:50

Workday CEO: Aneel Bhusri Unplugged + Fired Up

Cloud Wars Live with Bob Evans ·

2026/05/11

In today's Cloud Wars Minute, I unpack why Workday customers are demanding AI agents and agentic capabilities.Highlights 00:03 — I had a chance to speak with Workday co-founder, then CEO, then chairman, now back as CEO, Aneel Bhusri. And absolutely, Aneel, I would say, is back as CEO. He is unplugged in this conversation and definitely fired up about Workday’s prospects, and the sort of reimagination of the company as an AI-first, AI-powered, agentic powerhouse moving into the future here. 01:27 —

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00:02:20

How Workday Is Using AI to Transform Employee...

Cloud Wars Live with Bob Evans ·

2026/05/08

In today's Cloud Wars Minute, I explore how Workday and Achievers are using AI-driven behavioral intelligence to transform employee recognition and workforce engagement. Highlights 00:03 — Workday has made Workday Recognition provided by Achievers, available to its customers. This offering has been developed alongside Achievers, the world's leading employee recognition and reward software, integrating its features into the Workday experience. The new offering leverages AI to make it easier for HR

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