Cloud Wars Live with Bob Evans

00:03:21

Microsoft, GitHub, and Anthropic Reshape AI Developer...

Cloud Wars Live with Bob Evans ·

2026/08/27

In today’s Cloud Wars Minute, I look at how AI monetization is moving beyond execution and into creation as agentic development becomes more costly and valuable.Highlights 00:15 — One of the things that I want to talk about today is the meter moving upstream. A lot of this has to do with the fact that what we're starting to see is that the cost that is associated with the actual build process is starting to get really high. And the reason behind that is the concept of an agentic reasoning loop and

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00:04:58

Salesforce Q2 Growth Slips But New AI Products Plus...

Cloud Wars Live with Bob Evans ·

2026/08/27

In today's Cloud Wars Minute, I analyze Salesforce’s latest results and why Dreamforce could be critical for proving its AI opportunity is here now. Highlights 00:03 — Salesforce yesterday released its Q2 results, and I'd say that while there's some very good things in there, it's a little bit of a mixed bag relative to what some other companies in its category are doing. But let's take a look at this because I think the big, the big news here, aside from the numbers, is Salesforce announced a huge

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00:03:16

Agentic AI Is Transforming the Economics of Token...

Cloud Wars Live with Bob Evans ·

2026/08/26

In today's Cloud Wars AI Minute, I explore why falling token prices aren't necessarily making AI transactions cheaper.Highlights 00:01 — So, one of the things that I want to talk about today is going to be the token economy. And what we're actually seeing is that tokens are about 12 times cheaper than they've been before. 01:30 — But what we're seeing is the average cost of a transaction is actually going up, and that is because of the fact that while token prices are coming down, the amount of

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00:02:13

Workday Joins NVIDIA, Microsoft and IBM in Open...

Cloud Wars Live with Bob Evans ·

2026/08/26

In today's Cloud Wars Minute, I explain why Workday believes AI security is becoming an ecosystem problem that no single vendor can solve independently.Highlights 00:06 — Workday has become the latest organization to join the Open Secure AI Alliance. It's a well-supported initiative that aims to improve the security of AI systems through open-source tools, research, and knowledge sharing. Workday's joining this alliance, and it's in very good company alongside companies like NVIDIA, Cloudflare,

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00:05:16

Power Pair: Google Cloud + Oracle Share Crown Jewels...

Cloud Wars Live with Bob Evans ·

2026/08/25

In today's Cloud Wars Minute, I examine why the emerging Google Cloud and Oracle alliance could reshape how enterprises accelerate their AI transformations. Highlights 00:01 — Interesting to see some new and different combinations of partners moving forward here in the AI Revolution, because the pace at which customers have to move, their escalating business, competitive pressures, their new technology requirements, and just the urgency they're all feeling to innovate, move into their AI

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00:02:06

Maia 300 Could Give Microsoft Azure a Major AI...

Cloud Wars Live with Bob Evans ·

2026/08/24

00:03 — According to recent reports, Microsoft is set to reveal its Maia 300 AI accelerator as early as September this year. For context, Microsoft launched Maia 200 back in January with the direct aim of reducing the cost of AI inference. 00:27 — The Maia 300 is expected to support both AI training and inference, but the key story here is the scale of ambition behind it. Now, Microsoft is once again partnering with TSMC, Taiwan Semiconductor Manufacturing Company, who delivered the first iteration

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00:01:55

Google Cloud Powers Mirendil Frontier AI Research...

Cloud Wars Live with Bob Evans ·

2026/08/21

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00:33:56

Palantir’s Chad Wahlquist on Why Business Outcomes...

Cloud Wars Live with Bob Evans ·

2026/08/20

Bob Evans speaks with Chad Wahlquist, an Architect at Palantir, about what is driving the company’s extraordinary growth and, more importantly, what customers are getting from its technology. Wahlquist argues that Palantir’s momentum comes from helping enterprises solve difficult operational problems rather than simply deploying AI or chasing model benchmarks. Their conversation explores AI sovereignty, business outcomes, Palantir’s Ontology, LLM complexity, customer operating leverage, and the

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00:01:51

The Palantir Phenomenon: Inside Its Big Q2 Growth

Cloud Wars Live with Bob Evans ·

2026/08/20

00:03 — We've had a lot of big numbers come out for Q2 reports. Google Cloud is at 82 percent. AWS growth jumped up to 37 percent. But I have to take a little more time here to dig into what I'm calling the Palantir phenomenon. Here's a company that, over the last three quarters, has seen its growth rate go from 71 percent to 85 percent to 93 percent.01:12 — What are customers asking Palantir right now to do for them? That may seem like a goofy, simple question. But if you grow at 93%, you have to

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00:01:51

Pentagon Approves Salesforce AI Agents for Sensitive...

Cloud Wars Live with Bob Evans ·

2026/08/19

00:03 — In a big coup for Salesforce, the Pentagon has approved the use of its Missionforce national security platform to launch AI agents on the most sensitive unclassified missions, and that's because it's been granted Impact Level Five, or IL5 , authorization.00:21 — The first major user will be Army Human Resources Command, which will use the technology to help with soldier and family support and everyday admin tasks. Later, there will be other use cases, including recruiting, personnel

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00:18:49

Handshake CEO Garrett Lord on Why Fine-Tuning...

Cloud Wars Live with Bob Evans ·

2026/08/18

In this special episode of Cloud Wars, Bob Evans speaks with Garrett Lord, co-founder and CEO of Handshake, about one of the biggest challenges facing enterprises today: turning the extraordinary promise of AI into measurable business outcomes. Lord explains why AI agents have delivered dramatic productivity gains in software engineering but have yet to achieve comparable results across many other knowledge-work domains.Making AI Agents Work AI’s ROI Gap Persists: Enterprises are enthusiastic

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00:03:24

Agentic Reasoning Loops Could Drive a 17x Increase in...

Cloud Wars Live with Bob Evans ·

2026/08/17

In today’s Cloud Wars AI Minute, I break down the rise of agentic reasoning loops and why their impact on AI token consumption and costs could be significant.Highlights 00:12 — Today's topic is going to be agentic reasoning loops. Everyone's moving to this concept where we can have a planning, act, observe, and reflect type of process, which allows us to be able to get much deeper analysis and much more resilient implementations across AI, across the world. 01:03 — Now, the other thing is with

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00:05:32

Palantir CEO Karp: 3 Simple Steps to Software Revolution

Cloud Wars Live with Bob Evans ·

2026/08/17

In today's Cloud Wars Minute, I look at why Palantir's approach to AI sovereignty, sales, and customer value deserves the software industry's attention. Highlights 00:02 — I wanted to talk a little bit more today about Palantir, and I know I've been mentioning the company, digging into what they did in Q2 and their discussions about customer developments, the huge advances some customers are making as they use Palantir. 00:18 — And the reason I want to do this is because when a company almost

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00:02:19

Why Oracle’s Google Gemini Deal Strengthens Its...

Cloud Wars Live with Bob Evans ·

2026/08/14

In today's Cloud Wars Minute, I look at why Oracle is rejecting a single-model AI strategy and embracing a flexible, multi-model future. Highlights 00:03 — Oracle has announced that it's extending its partnership with Google Cloud and will be making Google's Gemini models available across its enterprise AI portfolio. This includes Oracle Fusion Cloud Applications, NetSuite, Oracle AI Agent Studio, and Oracle Cloud Infrastructure, or OCI. 00:22 — In true Oracle style, the company will embed Gemini

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00:03:46

AI’s Shift to Forward Deployment Engineering Signals...

Cloud Wars Live with Bob Evans ·

2026/08/13

In today’s Cloud Wars AI Minute, I break down the rapid rise of forward deployment engineering and why getting AI into production is becoming the next competitive advantage.Highlights 00:10 — Today, the topic is going to be why we're seeing AI move to forward deployment engineering type of scenarios, and this industry trend has actually increased in just year-over-year growth of forward deployment engineering job postings in just the first half of 2026, increasing by 1,000%. 01:29 — You actually

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00:05:13

ServiceNow Focuses on Control Tower + Security:...

Cloud Wars Live with Bob Evans ·

2026/08/13

In today's Cloud Wars Minute, I explain why ServiceNow’s fast-growing security business is becoming central to Bill McDermott’s AI strategy. Highlights 00:01 — I wanted to chat a little bit about ServiceNow's Q2 performance, but mostly what CEO Bill McDermott disclosed on the Q2 earnings call. Very strong performance across the board. They beat on all their numbers, doing very nicely. And what McDermott did, what he used the Q2 earnings call for in his opening remarks, was to lay out what I think is

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00:18:40

Manish Sood: SAP and Reltio Can Turn Data Into AI...

Cloud Wars Live with Bob Evans ·

2026/08/12

In this special episode of Cloud Wars Live, Bob Evans speaks with Manish Sood, founder and CEO of Reltio, about the rapidly changing relationship among enterprise data, AI, and business strategy following SAP’s acquisition of Reltio. Sood explains why trusted, interoperable data is becoming increasingly important as enterprises embrace agentic AI and autonomous business processes. He also discusses why AI models themselves may increasingly become commoditized, how organizations can bridge legacy and

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00:03:24

Agentic Reasoning Loops Could Drive a 17x Increase in...

Cloud Wars Live with Bob Evans ·

2026/08/12

Highlights00:12 — Today's topic is going to be agentic reasoning loops. Everyone's moving to this concept where we can have a planning, act, observe, and reflect type of process, which allows us to be able to get much deeper analysis and much more resilient implementations across AI, across the world. 01:03 — Now, the other thing is with this, we're seeing that about 33% of enterprise software will run on this kind of approach by 2028. Also, the other part of this is that because these different

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00:01:34

Oracle Wins $7 Billion Pentagon Contract in Major...

Cloud Wars Live with Bob Evans ·

2026/08/12

In today’s Cloud Wars Minute, I explore Oracle’s major $7 billion Pentagon contract and what it means for the company’s government and enterprise ambitions.Highlights 00:03 —The Pentagon has awarded Oracle a major 10-year contract worth up to $7 billion, sending the company's shares around 3% higher in extended trading. On the news, investors are clearly happy to see another major government win here for Oracle. 00:22 — The agreement will see Oracle's software deployed across on-prem data centers

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00:05:42

Microsoft, Oracle, Google, AWS: $2.3 Trillion Backlog...

Cloud Wars Live with Bob Evans ·

2026/08/11

In today's Cloud Wars Minute, I analyze the extraordinary RPO growth at Microsoft, Oracle, Google Cloud, and AWS and what it signals about AI demand. Highlights 00:03 — We've got another example here where, in the greatest growth market the world has ever known, we are working with some big numbers that put the law of big numbers to the test here. So, if you look at the four hyperscalers, and I go in order of the size of their backlog or RPO, you've got Microsoft, Oracle, Google Cloud, and

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