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PODCAST

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.

technology

All Episodes

00:03:14

How AI in Healthcare Is Getting Smarter, Safer with...

Cloud Wars Live with Bob Evans ·

2026/03/24

Key TakeawaysWellness-focused consumers are flooded with health data from wearable health tech and portals but lack the time and expertise to interpret what it actually means. To combat this, Copilot Health securely unifies data from hospitals, labs, and wearables to detect early health patterns and guide wellness decisions, making advanced medical insight accessible to everyone. Because hallucinations are dangerous in healthcare, Microsoft mitigated risk by embedding physician oversight into

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00:16:22

Nathan Thomas on How Multi-Cloud Is Transforming...

Cloud Wars Live with Bob Evans ·

2026/03/24

In this episode of Cloud Wars Live, Bob Evans speaks with Nathan Thomas, Senior Vice President of Product Management for Oracle Cloud Infrastructure, about the explosive growth and transformative potential of Oracle’s multi-cloud database strategy. Thomas explains how Oracle is enabling customers to run mission-critical databases across AWS, Microsoft Azure, and Google Cloud while unlocking new AI-driven innovation. Their discussion dives into how multi-cloud is reshaping enterprise mindsets,

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00:05:18

Oracle ↔ Microsoft Multicloud Miracle: After 2.5...

Cloud Wars Live with Bob Evans ·

2026/03/24

In today’s Cloud Wars Minute, I examine how AI and data access are accelerating unprecedented cooperation among cloud leaders. Highlights 00:03 — It's been two and a half years now since that momentous interview featuring Satya Nadella and Larry Ellison talking about their partnership to do multi-cloud between Oracle and Microsoft. And in some ways, I regard this as the multi-cloud miracle, because we've accepted it. 01:10 — It's opening up more ways in which competing tech vendors are going to work

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00:04:47

Larry Ellison's Excellent New Adventure

Cloud Wars Live with Bob Evans ·

2026/03/23

In today’s Cloud Wars Minute, I discuss the significant leadership changes at Oracle and what they signal for the company’s future. Highlights 00:03 — One of the things that has become clear over the last several months is that there are big changes taking place at the top of Oracle. I wanted to go into that a little bit, particularly how this is all leading up to what is an excellent new adventure for company co-founder and chairman Larry Ellison. 00:21 — I think it's a remarkable time here. Now,

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00:02:34

Google Cloud Expands Healthcare Leadership with CVS...

Cloud Wars Live with Bob Evans ·

2026/03/20

In today's Cloud Wars Minute, I examine how Health 100 signals a major shift toward AI-powered, patient-centric healthcare ecosystems.Highlights 00:03 —Google Cloud has partnered with CVS Health to launch an AI-driven health data platform called Health 100. The platform unifies patient data from a variety of sources, enabling more streamlined health management. CVS Health, which operates both an insurer and a pharmacy retailer, is embracing the spirit of the AI revolutions. 00:36 — Health 100 will

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00:08:22

AI Agent & Copilot Podcast: Summit Highlights --...

Cloud Wars Live with Bob Evans ·

2026/03/19

In this episode of the AI Agent & Copilot Podcast, Tom Smith is joined by Kieron Allen, an industry analyst and AI observer, who shares insights from the 2026 AI Agent & Copilot Summit NA in San Diego. Together, they unpack major themes from the event, including agent orchestration, workforce reskilling, MCP’s enterprise impact, and the evolving human-AI partnership. Key Takeaways Human + AI Orchestration Is the New Core Skill: Allen underscores that orchestration is not just about technology—it’s

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00:06:11

OpenAI $140B Revenue: Dream or Hallucination?

Cloud Wars Live with Bob Evans ·

2026/03/19

In today’s Cloud Wars Minute, I question whether OpenAI’s $140 billion enterprise revenue target is a realistic strategy or a speculative leap. Highlights 00:03 — It was announced recently, or revealed recently, that OpenAI expects that its revenue will hit about $280 billion by the year 2030, half of that enterprise, half of it consumer. So that would mean that by 2030, OpenAI, according to this CNBC report citing anonymous, confidential sources, will have its enterprise revenue be about $140

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00:03:09

Microsoft’s Frontier Transformation Strategy: How...

Cloud Wars Live with Bob Evans ·

2026/03/18

Microsoft is redefining enterprise productivity by positioning Copilot, agents, and unified AI platforms as the operational backbone of next-generation “frontier firms.” Visit Cloud Wars for more.

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00:07:41

AI Agent & Copilot Podcast: Microsoft Data Scientists...

Cloud Wars Live with Bob Evans ·

2026/03/17

In this episode of the AI Agent & Copilot Podcast, host Tom Smith speaks with Vaishali Vinay, Data Scientist at Microsoft, and Raghav Bhatta, Data Scientist at Microsoft, about their upcoming masterclass at the 2026 AI Agent & Copilot Summit NA in San Diego. They discuss how AI can serve as a threat research partner for cybersecurity teams, augmenting human expertise in threat hunting and detection engineering while helping organizations proactively defend against increasingly sophisticated cyber

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00:05:07

Hypergrowth Returns!! Palantir 70%, Google Cloud 48%,...

Cloud Wars Live with Bob Evans ·

2026/03/17

In today's Cloud Wars Minute, I look at why the AI economy is fueling unprecedented demand for cloud services and pushing the world’s top vendors into hypergrowth again.Highlights 00:03 — Things are off to a hot start here in early 2026 with the growth rates for the world's top cloud and AI vendors within the Cloud Wars Top 10 growing nicely across the board here because of the demand from customers for AI and cloud services. In fact, we're seeing the return of hypergrowth, 40% or higher growth

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00:03:02

Verifiable Intent and the Race for a Universal...

Cloud Wars Live with Bob Evans ·

2026/03/16

Key Takeaways Agent transactions: With models like the Universal Commerce Protocol, Google aims to control global agent transactions, relying on Mastercard’s verifiable financial infrastructure to make it viable. Filling voids: Similar to how MCP secures agent access to internal systems, verifiable intent enables agents to securely transact on behalf of humans by closing three gaps in the purchase flow; it secures transactions by validating agent identity, ensures strict adherence to user

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00:05:45

Oracle Pumps Up Apps w/ 1,000+ Agents to Automate...

Cloud Wars Live with Bob Evans ·

2026/03/16

In today’s Cloud Wars Minute, I explore how Oracle is embedding more than 1,000 AI agents into its applications to transform entire industry ecosystems. Highlights 01:18 — I think what we're seeing now here at the cusp of the agentic AI boom is the opportunity for modern technology to transform not just individual companies but entire industries and ecosystems. Oracle said it's now got more than 1,000 agents embedded within and working inside Oracle's applications. 02:21 — This is a big effort that

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00:09:41

AI Agent & Copilot Podcast: Gina Montgomery on...

Cloud Wars Live with Bob Evans ·

2026/03/13

Key TakeawaysShift in AI focus: As Director of AI at Armanino, Montgomery explains that organizations are shifting from last year’s AI experimentation and demos toward defining real business use cases and operationalizing AI; embedding it into processes, insights, governance, and workforce interactions to transform how the business runs. Session overview: One of her sessions, "From Insight to Intuition: Designing Copilot Experiences that Understand People," will provide “a practical blueprint

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00:02:33

How 'Smart Friction' in Grocery Drives Stronger...

Cloud Wars Live with Bob Evans ·

2026/03/13

Key Takeaways Smart friction: AI prioritizes speed and efficiency, but in retail experiences where shoppers value engagement, intentional friction can enhance customer satisfaction and ultimately drive better returns, giving rise to the idea of "smart friction." Use case: Trader Joe’s, for example, deliberately avoids self-checkout to create smart friction, using wait time to immerse customers in design, promote product discovery, and foster interactions with staff that enhance the overall brand

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00:09:21

AI Agent & Copilot Podcast: Microsoft’s Andrea...

Cloud Wars Live with Bob Evans ·

2026/03/13

In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni, host of the show, is joined by Andrea Pinillos, Senior Technical Program Manager at Microsoft, to discuss practical strategies for enterprise adoption of AI agents and copilots. Pinillos shares insights from her work leading internal Microsoft tooling and previews her upcoming session at the 2026 AI Agent & Copilot Summit NA. Key Takeaways Democratizing AI with Simple Tools: Pinillos emphasizes that organizations don’t need complex

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00:02:21

Microsoft Copilot Studio Case Study Shows 61% Faster...

Cloud Wars Live with Bob Evans ·

2026/03/13

In today's Cloud Wars Minute, I explore how Microsoft is using Copilot Studio and multi-agent orchestration to dramatically improve customer support performance. Highlights 00:09 — Now, one of the best ways to assess the impact of Microsoft Copilot is to examine case studies of the technology in action. Microsoft has announced details of a recent project delivered through Copilot Studio, aimed at enhancing the customer support experience on microsoft.com, building on the Ask Microsoft web agent

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00:11:38

AI Agent & Copilot Podcast: Mark Polino on Closing...

Cloud Wars Live with Bob Evans ·

2026/03/12

Key TakeawaysSession overview: AI is a transformative technology where security is lagging dangerously behind. Polino's session, "A Guide to Security Roles in AI Transformation (Implementation)," will explore why it's critical for organizations to reassess current roles, controls, and systems and proactively design security strategies specifically for an AI-driven environment. Guardrails: AI systems can be easily manipulated through indirect prompts or parameter framing, making it essential to

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00:24:20

How Companies Should Actually Deploy AI Today |...

Cloud Wars Live with Bob Evans ·

2026/03/12

In this episode of Cloud Wars Live, Bob Evans speaks with Bonnie Tinder, founder and CEO of Raven Intelligence, about the surge of hype, confusion, and opportunity surrounding AI in enterprise technology. As headlines claim AI could replace traditional software and “vibe coding” threatens SaaS vendors, Tinder brings a grounded perspective from years of advising organizations on enterprise systems like Salesforce, Workday, and SAP. Their conversation explores what AI can realistically do today, why

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00:06:15

Oracle Q3 Boom: RPO +325%, Cloud +44% as Skeptics...

Cloud Wars Live with Bob Evans ·

2026/03/12

In today's Cloud Wars Minute, I explain why Oracle’s massive RPO growth proves demand for AI infrastructure is real, not a bubble. Highlights 00:00 — For the last several weeks, we've all been hearing gloom and doom, there's going to be AI overcapacity for data centers, and then talking about all these things that Oracle can't do. I want to talk about this in the context of Oracle's terrific Q3 numbers that came out earlier this week. I hope what they'll do as a residual effect is shut the pie holes

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00:13:46

AI Agent & Copilot Podcast: Diego Araujo on Deploying...

Cloud Wars Live with Bob Evans ·

2026/03/11

In this episode of the AI Agent & Copilot Podcast, Giuseppe Ianni, host of the show, is joined by Diego Araujo, Founder and Chief AI Architect at Fusion Flow Software. Their conversation explores how enterprises are adopting AI agents and copilots within ERP environments, particularly Microsoft Dynamics 365 Finance & Operations. Key Takeaways Start with a “Winning” Use Case: Successful AI adoption begins with identifying a high-impact, low-effort opportunity that delivers immediate value. Araujo

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757 results

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