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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

00:03:30

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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00:05:07

Hyperscaler Pipeline $1.1 Trillion; #1 Oracle $455B,...

Cloud Wars Live with Bob Evans ·

2025/09/15

In today's Cloud Wars Minute, I unpack how Oracle’s $455B RPO surge signals a massive shift in cloud leadership.Highlights00:15 — We see across the Cloud Wars Top 10 an incredible sense of demand from businesses across the world — to help those businesses create their futures. And in fact, we've now got, just among the four hyperscalers, a pipeline totaling $1.1 trillion. We've got Oracle in the top spot there at $455 billion. Microsoft is number two in the RPO race, $368 billion.01:17 — So here,

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00:02:33

Agentic AI Evolves: Microsoft Introduces Copilot...

Cloud Wars Live with Bob Evans ·

2025/09/12

In today's Cloud Wars Minute, I break down how Microsoft is redefining the agentic AI landscape with Copilot Studio Lite and Full Experience, offering tailored tools for both low-code creators and enterprise-grade developers.Highlights00:03 — Microsoft has announced the launch of Copilot Studio Lite and Copilot Studio Full Experience, two versions of Copilot that, in the words of Principal Solution Architect Rémi Dyon, "empower everyone from information workers to developers to build intelligent

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00:04:35

Larry Ellison Maps Out Oracle's Trillion Dollar AI Plans

Cloud Wars Live with Bob Evans ·

2025/09/11

In today's Cloud Wars Minute, I break down how Oracle’s $455 billion RPO surge is being driven by Larry Ellison’s bold vision to lead not just in AI training — but in the even larger market of AI inferencing.Highlights00:46 — First, Ellison talked about AI training. Then, he discussed AI inferencing, which will be much, much bigger than AI training. Ellison said that AI inferencing will be used for everything — from robotic cars, robotic factories, and robotic greenhouses, to biomolecular synthesis

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00:06:03

Oracle Q1 Stunner: RPO Explodes By 359% to $455...

Cloud Wars Live with Bob Evans ·

2025/09/10

In today's Cloud Wars Minute, I discuss Oracle's amazing Q1 results.Highlights00:17 — Oracle yesterday released its fiscal Q1 results for the quarter ended August 31. And while its revenue figures for those three months were nice, the killer here was its RPO: remaining performance obligation. Oracle reported remaining performance obligation up 359% to $455 billion.01:24 — Microsoft's cloud revenue is almost seven times bigger than Oracle's. Who's winning the most business out into the future

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00:05:46

Benioff Gets Biblical on Death of SaaS, Separate...

Cloud Wars Live with Bob Evans ·

2025/09/09

In today's Cloud Wars Minute, I dive into the growing debate between SaaS and agentic AI, sparked by Satya Nadella’s December 2024 remarks suggesting that AI agents could spell the end of SaaS.Highlights00:32 — We've all been hearing a lot about SaaS dying — the demise of SaaS — triggered by AI, an opinion expressed in December of 2024 by Microsoft CEO Satya Nadella, who said that the rise of AI and agents is going to lead to the collapse of SaaS, the hollowing out of it, to become little more than

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00:05:34

Salesforce vs. ServiceNow: Agentic AI Triggers New...

Cloud Wars Live with Bob Evans ·

2025/09/08

In today's Cloud Wars Minute, ServiceNow’s push into CRM meets Salesforce’s expansion into ITSM (IT Service Management), powered by agentic AI.Highlights00:14 — While I'm focusing here on Salesforce and ServiceNow, and some changes each is making to get into markets dominated by the other, the larger point here is about how agentic AI is triggering new competition and new approaches. Today, I'm going to share about five repercussions with you.01:15 — On Salesforce's Q2 earnings call, Marc Benioff

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00:02:30

Microsoft’s Mustafa Suleyman Warns Against the...

Cloud Wars Live with Bob Evans ·

2025/09/05

Highlights00:03 — Microsoft AI CEO Mustafa Suleyman has published a blog post that criticizes the notion of seemingly conscious AI. He argues that the pursuit of this idea, particularly regarding AI model welfare, is misguided.00:19 — Suleyman explains that these concepts are already causing mental health issues among users. He is growing: “more and more concerned about what is becoming known as the psychosis risk and a bunch of related issues. I don’t think this will be limited to those who are

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00:05:24

Google Achieves 33x Energy Cut for Gemini Apps

Cloud Wars Live with Bob Evans ·

2025/09/04

Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.In today’s Cloud Wars Minute, I spotlight Google’s stunning 33x reduction in AI power consumption, what it means for the future of sustainable tech, and how bold innovation is driving the AI revolution forward. Highlights00:23 — Google says it has achieved a 33x reduction in power consumption for Gemini apps’ text prompts

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00:28:48

Lessons from 1,000+ Reviews on Software...

Cloud Wars Live with Bob Evans ·

2025/09/03

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, Bonnie shares seven hard-earned lessons from over 1,000 customer reviews, covering everything from data migration and partner selection to change management, over-customization, and planning beyond go-live.Episode 54 |

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00:02:15

ServiceNow Partners with SENAI-SP to Launch AI Skills...

Cloud Wars Live with Bob Evans ·

2025/09/03

00:03 — ServiceNow has announced that it's joining forces with SENAI-SP to launch a major AI training and certification program in Brazil as part of ServiceNow University. The new program aims to train hundreds of users by 2025 contributing to the University's overall global goal of upskilling three million people by 2027.00:30 — This new program will equip learners with technical skills in AI digital workflow automation and low-code/no-code development. Additionally, it will provide certification

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00:04:30

Snowflake Grows 32% on Analytics and AI but...

Cloud Wars Live with Bob Evans ·

2025/09/02

In today's Cloud Wars Minute, I dive into Snowflake’s record-breaking Q2 performance and explore how CEO Sridhar Ramaswamy is positioning the company for long-term AI-driven success.Highlights00:14 — Snowflake has been a remarkable story of growth and achievement—category creation here around the AI Data Cloud—and it reported last week a very strong Q2 with product revenue up 32% to $1.09 billion. That’s the first time it has topped $1 billion. That’s the good news. The bad news is that the

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00:01:55

Meta and Google Cloud Sign Six-Year, $10 Billion...

Cloud Wars Live with Bob Evans ·

2025/08/29

In today's Cloud Wars Minute, I explore how explosive AI demand is driving massive infrastructure deals like the one between Google Cloud and Meta.Highlights0:03 — Google Cloud has entered into a six-year agreement with Meta that's reportedly worth over $10 billion. The deal encompasses a variety of services, including use of Google Cloud servers, storage, and networking facilities. This is a significant deal in terms of the relationship between Meta and Google, both of which are continuously

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00:04:36

Palantir Goes to the Moon! $1B, + 48%

Cloud Wars Live with Bob Evans ·

2025/08/28

In today's Cloud Wars Minute, I, along with a special partner, dive into Palantir’s explosive Q2 performance, celebrate their first billion-dollar quarter, and explain why this 21-year-old disruptor is poised to shake up the cloud industry.Highlights00:13 — I’ve got a high-growth specialist here, Rory, my granddaughter and good buddy. We're going to talk about Palantir. Palantir, in its recently ended Q2, went over the moon: 48% growth. It had its first billion-dollar quarter. It says that LLMs —

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00:02:11

Oracle to Power Texas Data Center with Gas Generators...

Cloud Wars Live with Bob Evans ·

2025/08/27

In today's Cloud Wars Minute, I dive into Oracle's bold $1 billion-a-year move to power a massive AI-focused data center in West Texas using gas generators.Highlights00:18 — Oracle is set to spend over a billion dollars a year to power a new mega data center in West Texas, using gas generators instead of waiting to be connected to the local utilities. The gas-powered site is being developed by Vantage Data Centers. It will cover 1,200 acres, house 10 data centers, and have a total capacity of 1.4

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