Cloud Wars Live with Bob Evans

In today's Cloud Wars AI Minute, I examine how GitHub Copilot squads and Claude Code agent teams are changing the way AI agents communicate, collaborate, and solve complex problems.Highlights00:12— And today, we want to talk about AI coding squads. We're seeing this change about how we're seeing agents being able to go and work on different, really complex projects. And we used to have this one assistant that would go out and everything else, but now we're starting to see teams of agents going and doing things, and we see different configurations of this....

In this episode of Cloud Wars Live, Bob Evans speaks with G2 Krishnamoorthy, Vice President of AWS Databases, about how agentic AI is reshaping enterprise data strategies and accelerating business innovation. Krishnamoorthy explains why AI-ready data foundations, knowledge graphs, and purpose-built databases are critical to unlocking the potential of intelligent agents. The conversation explores how AWS customers are dramatically reducing processing times, why forward deployed engineering is transforming technology partnerships, and how security, interoperability, and infrastructure economics will influence the next generation of enterprise AI applications and database innovation.AWS's AI Data StrategyThe Big...

In this episode of Cloud Wars Live, Bob Evans speaks with Gary Miller, Oracle Customer Success Officer and Executive Vice President of Oracle Customer Success Services, about how AI is reshaping enterprise operations and customer expectations. Miller explains why businesses are shifting from AI experimentation to measurable outcomes. He also discusses how Oracle is evolving its customer success strategy to help organizations accelerate adoption while managing costs and security. Looking ahead to Oracle AI World, Miller previews Fusion Claw, AI Success Navigator, and new capabilities designed to speed implementation and deliver business value.Industrializing AI for Business<...

In today's Cloud Wars Minute, I discuss how Christian Klein is transforming SAP from an enterprise applications leader into an AI-powered cloud powerhouse.Highlights00:01 — We got some big numbers yesterday from SAP for Q3, and one of the highlights of this, I would say, we see acceleration in its cloud revenue growth, acceleration in its current cloud backlog growth, and also in its cloud ERP suite numbers. So, a powerful quarter for SAP across Q3, and you can really see the evidence here of SAP's ambitious AI strategy starting to kick in.00:36 — Cloud reve...

In today's Cloud Wars Minute, I discuss how Google Cloud's $3 million in computing credits could help European researchers tackle some of science's most persistent challenges.Highlights00:03 — Google Cloud, alongside Google DeepMind, are planning to give up to 200 leading European scientific researchers direct access to Google's frontier models, as well as $3 million in Google Cloud computing credits. The credits are essentially there to ensure researchers have the computing capacity that they need for their research.00:27 — So, beyond the models, researchers will also have access to some incredibly powerful tools like AlphaFold 3, a well-known tool that...

In today's Cloud Wars Minute, I explore why Google Cloud could achieve an astonishing 90% to 100% revenue growth rate in Q3.Highlights00:03 — We got some big numbers coming out later this week from SAP for Q3, and then next week we've got Google Cloud, Microsoft, ServiceNow, all on October 28 and October 29. Palantir will release its Q3 numbers the first week of November, but let's take a look here at Google Cloud's Q3.00:25 — I think there's a very good chance the revenue growth for Q3 could be anywhere from 90% to 95%, even 100%. Let me show you the...

00:10 —Microsoft has launched MAI Transcribe to Streaming, a real-time speech-to-text model and Microsoft's first model in the streaming transcription category. The new model has already proven to be incredibly powerful.00:31 — It operates in 60 languages with continuous automatic language detection, and according to Microsoft's testing, the new model ranks number one for accuracy in both final and partial transcripts. The new model can handle partial text as the speech is arriving, which means reasoning can begin even before a speaker finishes talking, and this is particularly useful for voice agents.00:59 — Microsoft is also launching two new voice...

Bob Evans welcomes Christopher Lochhead, Head Buccaneer at Category Pirates, to Cloud Wars Live, exploring the extraordinary opportunities and challenges emerging from artificial intelligence. Drawing on decades of experience in technology, entrepreneurship, and category design, Lochhead examines the rise of personal AI, the disruption of digital commerce, California's proposed billionaire tax, and growing concerns about AI regulation and corporate accountability.Trust, Technology, and EntrepreneurshipThe Big ThemesPersonal AI Emerges as the Next Frontier: Lochhead argues that artificial intelligence is entering a new phase, moving beyond productivity tools toward personal AI assistants capable of...

In today's Cloud Wars Minute, I examine how CEO Aneel Bhusri is accelerating Workday's AI ambitions and positioning the company to compete with larger enterprise technology rivals.Highlights00:09 — Workday introduced some very interesting new agentic solutions and innovations this week at Workday Rising, and I wanted to touch on those. And also mention, I think, a very key partnership that Workday has strengthened with Anthropic. It's really going to be part of what I'm calling its all-in commitment to agentic AI.00:35 — More recently, three big things have really paved the way for Workday's emer...

In today's Cloud Wars Minute, I examine ServiceNow's launch of Flow and why its rapid deployment and one-click automation capabilities could change employee service management.Highlights00:03 — ServiceNow has launched Flow. It's a standalone, conversational AI-native service desk designed to handle employee requests through Slack, Microsoft Teams, and email. This means users can bypass those traditional portals and ticketing systems altogether. So, what's Flow? Well, essentially, it's a startup-like offering within ServiceNow, and its big selling point is speed and simplicity.00:48— ServiceNow says Flow can be deployed in under a day with no infrastructure or i...

In today's Cloud Wars Minute, I explore how Google Cloud's Gemini Enterprise is delivering remarkable customer outcomes and transforming AI investments into measurable business value.Highlights00:02 — I wanted to fill in some pretty interesting details about customer outcomes with AI projects from Google Cloud, ones that are using Gemini Enterprise. Got some pretty eye-popping examples of that. These were released last week at the launch of the Gemini agent event, and CEO Thomas Kurian laid out a dozen of these very, very interesting, detailed customer outcome stories.01:00 — There's the Department of Defense, with thre...

In today's Cloud Wars Minute, I break down how Gemini agent combines Google Cloud's AI stack, cross-cloud capabilities, and governance to address pressing enterprise challenges.Highlights00:03 — I think late last week, Google Cloud rocked the whole agentic AI category here with a very interesting development of what it's calling Gemini agent. It spans both the personal AI that we've heard a lot about lately from OpenAI and Grok and Meta, but also, I think much more importantly, the big focus on it is for enterprise AI.01:39 — This is heavily an enterprise AI product, alth...

In today's Cloud Wars AI Minute, I examine why Google reportedly shut down its open-source bug bounty program and what the growing problem of AI slop means for enterprise security.Highlights00:12 — Today, the subject is AI slop and how it's actually just started to shut down security programs. On October 1, we had Google go out and shut down its open-source bug bounty program. For those that don't know, that's basically Google saying, "Hey, submit bugs to us, and if you find really good bugs, then what we'll do is we'll research those, and we'll actually pa...

In today's Cloud Wars Minute, I look at how Workday is leveraging AI agents to empower employees, streamline benefits operations, and reshape traditional HR processes.Highlights00:03 — Workday has launched Workday Total Benefits. It's an AI-powered benefits experience that Workday describes as a single, connected experience for employees, HR teams, benefits administrators, and benefits providers. From an agentic AI standpoint, agents can help employees compare benefit plans, understand policies, and make the most of their benefits year-round.00:34 — And these agents can also take on administrative work that's traditionally made benefits programs costly and significantly comp...

In today's Cloud Wars Minute, I examine how Google Cloud is using AI and unified solutions to radically accelerate enterprise modernization.Highlights00:03 — We know that on the road to AI transformation, tech modernization is a key element. Unfortunately, for a lot of organizations, the traditional approach to this has been very tactical, very point-solution-oriented, and talking about technologies, kind of disconnected from business cases, from ROI, from business outcomes.00:27 — And that's left a lot of business leaders with that glazed look, where they're just dying to get out of the room and get out...

In today's Cloud Wars AI Minute, I look at the tension between AI regulation, industry self-governance, and America’s determination to remain competitive in the global AI race.Highlights00:18 — Some regulatory things happening as the government in the U.S. started to take a look at AI in general. We had six of the CEOs of the major AI providers in the world really, went over to Washington and started talking about how they were going to do self-regulation. Now, the issue with this is going to be that that agreement has actually no penalties asso...

In today's Cloud Wars AI Minute, I break down why ServiceNow and Microsoft are embracing open protocols as the AI Agent War shifts to the control layer.Highlights00:01 — What I want to talk about today is that we're actually seeing the Agent War moving up to the control layer. You're seeing that there's a new control layer that's becoming the core part of what everyone is fighting over in this space, and this is really where we're going to start seeing governance and control becoming the more important part as we continue to move forward....

In today's Cloud Wars Minute, I look at why SoftBank is turning to the bond market to finance its latest $10 billion OpenAI investment.Highlights00:03 — It's fair to say that we're at an interesting inflection point when it comes to how AI innovation is set to progress, what might constrain it, and where, eventually, lines may be drawn. However, that hasn't slowed planned investment in some of the biggest U.S. firms.00:19 — Most recently, Japanese investment giant SoftBank has announced that, through the issuance of senior unsecured bonds, it will be borrowing over $11 billion to h...

Key TakeawaysAI investments: Simms explains that a top priority for organizations currently is determining how to get value out of AI investments. He says an estimated 80% of AI initiatives aren't seeing the value that was anticipated, which begs the question: Are you choosing the wrong initiatives? Are you using the correct data? Have you defined the processes correctly? "All the underlying pillars that are required for these things to actually work and actually provide value, those need to be revisited and looked at," he says.Data readiness: Data readiness is, in Simms' opinion, "the biggest single issue...

In today’s Cloud Wars Minute, I look at how SAP is moving industry AI into the mainstream while expanding its autonomous enterprise strategy at Connect.Highlights00:03 — SAP is having a big event in Las Vegas this week called Connect, and whereas its Sapphire event every year really is aimed at its traditional IT audience, and lays the technical foundation for its strategy, Connect, now in its second year, was brought about to focus on the LOB users, business users, non-tech users.00:24 — And this year at Connect, SAP is getting ready to crank up its...