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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

00:02:04

Microsoft Expands Gaming Copilot to Windows, Xbox,...

Cloud Wars Live with Bob Evans ·

2025/10/08

In today's Cloud Wars Minute, I discuss Microsoft’s smart strategy to integrate agentic AI into everyday consumer platforms starting with gaming.Highlights00:12 — Microsoft is rolling out its Gaming Copilot to Windows PCs and Xbox on mobile, following a previous soft launch to Xbox Insiders. Gaming Copilot provides recommendations in-game help, and further insights.00:50 — Particularly interesting is the voice mode. This enables users to ask questions to Copilot using natural language. For example,

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00:05:18

Satya Nadella Picks Successor, Starts Journey to...

Cloud Wars Live with Bob Evans ·

2025/10/07

In today's Cloud Wars Minute, I reflect on Nadella’s legacy and the parallels to other tech icons like Larry Ellison and Bill Gates.Highlights00:13 — Well, Microsoft seems to be setting out to ensure that it is creating the new rules for its own future. Its CEO, Satya Nadella, has picked a successor, and this is going to allow Nadella to focus the vast majority of his time on product development, product engineering, architecture, advanced technology, and more. So, big changes are coming at

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00:05:21

Palantir Joins Cloud Wars Top 10: 48% Growth, $440B...

Cloud Wars Live with Bob Evans ·

2025/10/06

In today's Cloud Wars Minute, I explain how Palantir’s unique model and alignment with AI trends earned it a spot in the Top 10.Highlights00:14 — Well, one company that has hammered its way into the Cloud Wars Top 10 is Palantir. With regret, I have to say farewell to Snowflake. So, I've noted here at the top a couple of numbers: 48% revenue growth for Palantir in its recent fiscal Q2. That pushed its revenue to just over $1 billion, which gives them a $4 billion annualized run rate.01:39 — But I

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00:19:20

What to Expect from Oracle AI World & SAP Connect 2025

Cloud Wars Live with Bob Evans ·

2025/10/03

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, Tinder joins Bob Evans to break down what’s next for Oracle and SAP, exploring AI-native applications, agent ecosystems, and data openness, while offering sharp, practical insights into how enterprises can extract real

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00:02:01

Microsoft Streamlines AI Tool Access with...

Cloud Wars Live with Bob Evans ·

2025/10/03

In today's Cloud Wars Minute, I look at what the launch of Microsoft Marketplace means for frontier firms and innovation at scale.Highlights00:09 — Microsoft has announced that it’s combining the separate marketplaces for AI business tools into a single offering called Microsoft Marketplace. The aim is to deliver these solutions as an extension of Microsoft Cloud to support what Microsoft describes as "frontier firms" — firms that blend human ambition with AI-powered technology.00:37 — Microsoft

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00:05:46

SAP CEO Klein Saves Europe from 'Sovereign' Disaster

Cloud Wars Live with Bob Evans ·

2025/10/02

In today's Cloud Wars Minute, I examine how Christian Klein’s stance could shift the entire European tech economy away from imitation toward AI-driven transformationHighlights00:20 — A few months ago a lot of countries within Europe were saying, “What we need to do is build hyperscalers to match the ones based in the U.S.” Now, SAP CEO Christian Klein stood up and said, “That’s nuts. Let’s not do that. There’s a very different way to go on this.” And over the past few weeks, we've seen some

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00:02:00

Microsoft Teams Gets Smarter with New AI-Powered...

Cloud Wars Live with Bob Evans ·

2025/10/01

In today's Cloud Wars Minute, I explore Microsoft’s new Facilitator Agent in Teams and how it’s quietly revolutionizing meeting collaboration through agentic AI.Highlights00:07 — Microsoft has added a Facilitator Agent to Teams. This new agent can create agendas, take notes, help keep discussions on track, create follow-ups, and even pressure-test discussion points. There's a difference between this agent and other note-taking and summarization tools already available. The Facilitator Agent

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00:05:35

Microsoft, Oracle + OpenAI: $1 Trillion into AI Data...

Cloud Wars Live with Bob Evans ·

2025/09/30

In today's Cloud Wars Minute, I explore how Microsoft and Oracle are battling for AI data center supremacy.Highlights00:15 — I want to talk about a couple of high-disruption companies — actually, three: Microsoft, Oracle, and OpenAI. And I think right now, it's safe to say that those three companies, together with SoftBank, are pursuing investments upwards of a trillion dollars in what they're calling AI data centers. I think this is a great thing for them to do.01:19 — Microsoft has become more

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00:05:45

Oracle Growth Equation: AI + OCI + Industries = New...

Cloud Wars Live with Bob Evans ·

2025/09/29

In today's Cloud Wars Minute, I look at how Oracle’s new co-CEOs plan to blend AI, OCI, and industry expertise into a powerful growth equation.Highlights00:13 — Big things happening at Oracle. Safra Catz has stepped over and up to the role of Executive Vice Chairman, opening the door for two new CEOs at Oracle: Clay Magouyrk, the leader of their Oracle Cloud Infrastructure business, and Mike Sicilia, the leader of their industries business. I thought it was fascinating.01:00 — Mike Sicilia, co-CEO,

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00:02:16

Microsoft Copilot Gains Government Trust in Major AI...

Cloud Wars Live with Bob Evans ·

2025/09/26

In today's Cloud Wars Minute, I dive into how the U.S. House of Representatives is reversing its ban on Microsoft Copilot, signaling a major shift in government AI adoption and a strong endorsement for Microsoft’s AI capabilities.Highlights00:07 — Last year, staffers at the U.S. House of Representatives were prohibited from using Microsoft Copilot with official documents. This was due to concerns about House data security. Now that decision has been overturned. Mike Johnson, Speaker of the House of

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00:06:52

Oracle's New CEOs: Uniquely Qualified to Fulfill...

Cloud Wars Live with Bob Evans ·

2025/09/25

In today's Cloud Wars Minute, I analyze Larry Ellison’s decision to appoint Clay Magouyrk and Mike Sicilia as the company’s new co‑CEOs.Highlights00:21 — Oracle's entering a new era now with two new co-CEOs being named to replace Safra Catz. On Monday, Oracle announced that Safra Catz, is going to be stepping out of the CEO role and becoming executive vice chairman. She clarified in a follow-up call that she's still an Oracle employee.01:10 — She'll still be there, eager to work with the two new

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00:02:24

Prime Minister Keir Starmer Welcomes Microsoft’s...

Cloud Wars Live with Bob Evans ·

2025/09/24

In today's Cloud Wars Minute, I break down Microsoft's historic $30 billion investment in UK AI infrastructure — and what it really means for the balance of power between global tech giants and national innovation.Highlights00:05 — Microsoft has announced plans to invest $30 billion in AI infrastructure and ongoing operations in the UK. The investment includes $15 billion for capital expenditure to expand Microsoft’s data center footprint in the UK Prime Minister Keir Starmer said Microsoft's

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00:05:49

'Oracle Killers': Fantasy Fizzles, Oracle DB Business...

Cloud Wars Live with Bob Evans ·

2025/09/23

In today's Cloud Wars Minute, I explore how the long-dismissed "legacy" giant Oracle continues to defy the odds and outperform expectations — particularly in the cloud database space.Highlights00:14 — It's interesting what a little bit of time reveals to us. I was looking over Oracle's numbers last week. It made me think back not too long ago, 10–12 years, we heard about all the Oracle Database killers, these startups with different companies that were going to knock Oracle off. So that whole

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00:14:55

Workday’s Gerrit Kazmaier on Simplifying ERP with...

Cloud Wars Live with Bob Evans ·

2025/09/22

In this episode, Bob Evans chats with Gerrit Kazmaier, President, Products and Technology, Workday. They explore how Workday is evolving into a platform company, the role of AI agents in reshaping enterprise workflows, and why trust, accuracy, and extensibility are key to future-ready business solutions. Kazmaier also discusses Workday’s approach to ecosystem innovation and composable ERP.Workday’s AI FutureThe Big Themes:AI at the Core: Workday is reshaping how enterprises operate by embedding AI

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00:03:30

Workday Product Prez Gerrit Kazmaier: Agent-Powered...

Cloud Wars Live with Bob Evans ·

2025/09/22

In today's Cloud Wars Minute, I explore Workday’s bold entry into the ERP space and share insights from my interview with Gerrit Kazmaier on how AI and data are reshaping enterprise software.Highlights00:24 — Last week, 30,000 people were at Workday’s big Rising event in San Francisco. I had a chance to sit down with Product and Technology President Gerrit Kazmaier to talk about his views on how the Workday approach to ERP is going to be different from what we see from other players.01:08 — Kazmaier

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00:01:59

Microsoft Brings Animated AI Copilot to Samsung TVs...

Cloud Wars Live with Bob Evans ·

2025/09/19

In today's Cloud Wars Minute, I look at Microsoft’s decision to bring Copilot into the living room through Samsung TVs and monitors.Highlights00:02 — Copilot will be launched on select Samsung TVs and monitors. David Washington, Partner and General Manager of Microsoft AI, stated, “Copilot on Samsung TVs and monitors brings AI out of your pocket and into the heart of your home."00:37 — Interestingly, Copilot will not just appear as a logo or button on smart TVs and monitors. Instead, it will take

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00:05:30

Workday Jumps Into ERP Powered by Agents + AI

Cloud Wars Live with Bob Evans ·

2025/09/18

In today's Cloud Wars Minute, I look at Workday’s bold pivot into the ERP market — after 20 years of steering clear.Highlights00:14 — Workday has been having a lively week here in San Francisco at its big Rising event. But I think the biggest news here is that Workday says that after 20 years of saying, "Hey, we don't do ERP," now Workday’s going into the ERP market. But they say it's ERP for the AI Era, it's going to be powered by agents and AI.01:05 — It introduced a fleet of new agents that will

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00:18:53

Gary Miller on Aligning Customer and Partner Success...

Cloud Wars Live with Bob Evans ·

2025/09/17

Gary Miller, Executive Vice President and Customer Success Officer, Oracle, talks to Bob Evans about how Oracle is helping customers navigate their AI journeys — whether they're just starting out or scaling enterprise-wide adoption. He shares how Oracle is embedding AI across its entire technology stack, aligning partner and customer success strategies, and empowering organizations through tools like Cloud Success Navigator, Innovation Studios, and democratized AI training to deliver real,

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00:01:58

Revolut Taps Google Cloud’s AI to Scale Fintech...

Cloud Wars Live with Bob Evans ·

2025/09/17

In today's Cloud Wars Minute, I’m sharing why Revolut’s decision to scale with Google Cloud shows the power of AI-first infrastructure in fintech.Highlights00:03 — While I'm almost 100% certain that everyone is very familiar with Google Cloud, perhaps fewer are aware of Revolut. This fintech company, started in the UK in 2015, now serves 60 million people globally with a range of financial products. Revolut and Google Cloud have announced the two companies are significantly expanding their strategic

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00:04:33

Google Cloud Hottest, Oracle and Microsoft Also Rock

Cloud Wars Live with Bob Evans ·

2025/09/16

Highlights00:12 — Now on the Cloud Wars Top 10 growth chart, this is one of the great representations of this greatest growth market the world has ever known, and for about the sixth or seventh straight quarter, Google Cloud emerges as the world’s hottest major cloud vendor, 32% growth, but Oracle and Microsoft were also rocking recently, and it overall shows a picture of enormous growth here.00:37 — Of the Cloud Wars Top 10 companies, only one, that was SAP, reported declining growth rate from Q1

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