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.
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Cloud Wars Minute Podcasts
The PBD Podcast, hosted by Patrick Bet-David, delivers engaging conversations on business, entrepreneurship, current events, politics, and sports. Live every Monday, Wednesday, and Friday at 9:00 AM EST with the Home Team and special guests, the show brings real-time reactions and dynamic discussions from the VAULT inside Valuetainment’s Fort Lauderdale studio. Every Tuesday and Thursday at 9:00 AM EST, tune in for exclusive interviews with top entrepreneurs, leaders, and newsmakers from aro ...
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Rob Reiner Murdered, Bondi Beach & Brown Shootings + Candace & Erika Kirk Meeting | PBD Podcast | Ep. 700
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2:45:00Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick cover the shocking murder of Rob Reiner, the deadly Bondi Beach and Brown shootings, and the highly anticipated meeting between Candace Owens and Erika Kirk following the Charlie Kirk investigation fallout. ------ 🎄 VT CHRISTMAS COLLECTION: https://bit.ly/4aDjIwr Ⓜ️ CONNECT ON MINNE…
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AI Agent & Copilot Podcast: Avanade's Nancie Calder on Summit Expectations and Experiences
10:54
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10:54Key Takeaways Summit expectations: With so many people dipping their toes into the AI, Copilot, and agentic capabilities of Microsoft, Nancie expects the AI Agent & Copilot Summit to be filled with exciting stories about the outcomes and how people are leveraging and benefiting from it. She also anticipates seeing more exploratory customer case stu…
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Fog of (AI) War: Oracle Crushes Q2, Particularly RPO Results
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5:33In today's Cloud Wars Minute, I cover Oracle's Q2 results. Highlights 00:19 — One of the hottest Cloud Wars Top 10 companies right now is Oracle. And I want to talk today a little bit about Oracle's Q2 results from last week. I think there's been a little bit of the fog of war, the fog of AI war specifically here, that has obscured the impact behin…
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Microsoft Foundry Adds Mistral Large 3 to Azure AI Arsenal
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2:54In today's Cloud Wars Agent & Copilot Minute, I explore Microsoft's addition of Mistral Large 3 to its Foundry platform and why it's a major win for developers seeking open, enterprise-ready AI models. Highlights 00:11 —Microsoft Foundry is a platform from Microsoft, designed for building, customizing, and deploying GenAI applications and agents. I…
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“They Cut You Off From Everyone” - Cult Deprogrammer Breaks Down 764 Network, Scientology & NXIVM | PBD Podcast | Ep. 699
2:09:25
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2:09:25Patrick Bet-David sits down with cult deprogrammer Rick Alan Ross to expose the manipulative tactics of the 764 Network, the inner workings of Scientology, and the psychological control methods behind NXIVM. ------ Ⓜ️ CONNECT WITH RICK ALLAN ROSS: https://bit.ly/4iMHUhQ 📕 REGISTER FOR BPW: https://bit.ly/3IU2YWx Ⓜ️ CONNECT ON MINNECT: …
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PwC and Oracle Team Up to Turn Cloud Savings Into AI Budget
36:18
36:18
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36:18Sales, and Matt Hobbs, Cloud Engineering and Data Analytics Platform Leader and Partner at PwC US. Together, they explore how companies can stop overpaying for cloud and instead fund AI innovation by shifting spend from legacy and suboptimal cloud deployments into modern architectures, multi-cloud strategies, and enterprise-grade AI capabilities th…
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Google Cloud CTO Will Grannis Reveals the 'Big Unlock' for AI
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4:40Welcome 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 discuss why culture, mindset, and leadership matter just as much as technology in driving AI transformation, based off my conversation wit…
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Google Cloud's Will Grannis on Culture, Metrics, and Winning the AI Economy
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33:08Bob Evans sits down with Will Grannis, Chief Technology Officer at Google Cloud, to unpack how AI is reshaping both technology stacks and corporate culture. They explore Google Cloud’s Gemini Enterprise platform, the newly upgraded Gemini 3 models, and the rise of agentic AI. Along the way, Will shares customer stories from industries like finance,…
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Trump's "Sh#thole" Countries, Paramount's HOSTILE TAKEOVER + Dems Affordability HOAX? | PBD Podcast | Ep. 698
2:10:58
2:10:58
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2:10:58Patrick Bet-David, Tom Ellsworth, and Adam Sosnick are joined by Dan Pena as they break down President Trump’s revived “sh!thole" countries” controversy, Paramount’s hostile takeover of Warner Bros, and Trump calling the "affordability crisis" a Democratic hoax. ------ 📕 REGISTER FOR BPW: https://bit.ly/3IU2YWx Ⓜ️ CONNECT ON MINNECT: …
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AI Agent & Copilot Podcast: Paragon Films' Kenny Mullican Shares Event Expectations, Adapting To a New 'AI Reality'
13:09
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13:09Key Takeaways Mullican expresses the value of the event, and given that AI and Copilot have matured, the sessions at the 2025 AI Agent & Copilot Summit NA will shift from a focus on experimentation to practical applications that deliver real impact. As a returning Programming Committee Board member, Mullican highlights the "unprecedented number of …
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The Race to the Quantum Internet: IBM and Cisco Reveal Ambitious Network Blueprint
2:59
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2:59In today’s Cloud Wars Minute, I look at how IBM and Cisco are teaming up to pioneer long-distance quantum networks. Highlights 00:03 — Although not the only company invested in the development of quantum computing, IBM is certainly considered the most active. The company has the highest number of patents, a clear road map for fault tolerant quantum…
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“He’s Gonna Get Sued” - Billionaire DNC Mega Donor On Clinton, Epstein & Disney Revenge | PBD | 697
1:55:07
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1:55:07Patrick Bet-David sits down with billionaire DNC mega donor John Morgan from Morgan and Morgan for a raw, no-filters conversation on his legal battles with Disney, Bill Clinton’s ties to Jeffrey Epstein, the Biden administration’s cover-up accusations, and his feud with Florida Governor Ron DeSantis. ------ 👞 GET THE NEW FLB 1'S: https://bit.ly/4mX…
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Palantir vs. ServiceNow: AI Platform Position + Who Is 'Defining Soft.Co?'
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5:03Highlights 00:24 — I think we’re seeing some very interesting competitive battling between Palantir and ServiceNow, head to head, emerging over two categories. One, this AI platform position that they’re both talking about relentlessly as sort of the core of their strategic value. And secondly, they’re both on this kick now about who is the definin…
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50 Cent's Diddy Doc, Tucker's Qatar Announcement, Tim Pool Shooting + Musk's EU Fine | PBD Podcast
2:22:33
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2:22:33Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick break down 50 Cent’s explosive Diddy documentary announcement, Tucker Carlson’s Qatar announcement, reports of shots fired at Tim Pool’s property, and Elon Musk getting hit with a $140 million EU fine. ------- 🎄 VT CHRISTMAS COLLECTION: https://bit.ly/4aDjIwr 📕 REGISTER FOR BPW 2025…
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AI Agent & Copilot Podcast: enVista’s Nathan Bensch Talks Dataverse, Governance, and Agent Design
16:25
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16:25Key Takeaways Agents take center stage: Bensch says last year’s event was focused on Copilot basics and early-stage AI adoption, but 2025 is the year of agents. Organizations are asking how to make agents work securely, how to tap into data through offerings like Work IQ and MCP servers, and how to build governance that actually holds up. Attendees…
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Marc Benioff and Salesforce Get Growth Mojo Back
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4:54In today’s Cloud Wars Minute, I review the remarks and insights from CEO Marc Benioff and Salesforce from the recent Q3 earnings call. Highlights 00:20 — After an approximately three-year hiatus, CEO Marc Benioff and Salesforce demonstrated their growth mojo through the Q3 numbers. While some of the numbers aren't quite as robust as they were in Sa…
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Brian Cole BUSTED, Halle Berry NUKES Newsom + Candace REJECTS TPUSA Challenge | PBD Podcast | Ep. 695
2:26:41
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2:26:41Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick break down January 6th pipe bomb suspect Brian Cole’s arrest, Halle Berry’s explosive comments blasting Gavin Newsom, and Candace Owens’ public response after being challenged by Turning Point USA. ------ 🧢 LIMITED EDITION CHRISTMAS FLANNEL SNAPBACK: https://bit.ly/48SQWqh Ⓜ️ CONNEC…
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Palantir Disruption: New Customer Raises AI Spending by 8X!!
4:31
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4:31In today's Cloud Wars Minute, I discuss how Palantir’s latest customer wins reveal a shift from point solutions to end-to-end AI strategies. Highlights 00:19 — Palantir's got a customer that, very shortly after signing a deal for a fairly limited AI engagement, said it wanted to go enterprise-wide with an investment that's up 8x over what the origi…
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Microsoft Copilot Exits WhatsApp: What Users Need to Know
1:47
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1:47In today's Cloud Wars Agent and Copilot Minute, I unpack why Microsoft Copilot will no longer be available on WhatsApp starting January 15 and what users should do next. Highlights 00:03 — Starting January 15, Microsoft Copilot will no longer be available to users via WhatsApp. This feature has been offered since 2024, but due to changes in WhatsAp…
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Tim Walz Probed, Costco SUES Trump, Beckham's $100M Problem + Mamdani Protests Starbucks | PBD Podcast | Ep. 694
2:08:37
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2:08:37Patrick Bet-David, Tom Ellsworth and Brandon Aceto are joined by @eurodollaruniversity 's Jeff Snider as they break down Governor Tim Walz being probed over the Minneapolis fraud scandal, Costco suing Donald Trump over tariff refunds, Odell Beckham’s $100 million problem, and Zohran Mamdani & Bernie Sanders leading protests against Starbucks. -----…
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AI Agent & Copilot Podcast: Anywhere Real Estate's Mary McAnally on Diverse Perspectives, Accelerating the AI Learning Curve
8:54
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8:54Key Takeaways Community involvement: Mary is a member of the programming committee board this year and will be attending the AI Agent & Copilot Summit, taking place from March 17th to 19th in San Diego, California. Working in the real estate industry, Mary acknowledges that, like individuals in all industries, there's a lot of AI transformations ha…
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Inside Google Cloud’s Human-Centered AI Revolution | Cloud Wars Live
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21:36In this Cloud Wars Live podcast, Bob Evans sits down with Hayete Gallot, President, Google Cloud Customer Experience, to explore how Google Cloud is helping enterprises move from AI experimentation to true business transformation. Gallot describes how her organization unifies engineering, consulting, partners, and learning to accelerate time-to-val…
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Salesforce Completes Informatica Acquisition, Boosting Its Agentic AI Foundation
2:26
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2:26In today’s Cloud Wars Minute, I explore how Salesforce’s acquisition of Informatica strengthens its foundation for delivering trustworthy, agentic AI. Highlights 00:04 — A few years back, when I was covering the cloud data management firm Informatica on a regular basis, the rumor mill was rife with speculation that the company was set to be acquire…
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Workday Q3 Trifecta: 15% Rev. Growth, 17% Total RPO Growth, Strong AI Uptake
4:26
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4:26In today's Cloud Wars Minute, I analyze why Workday’s $26B RPO signals strong future momentum in the face of SAP and Oracle. Highlights 00:15 — Very nice Q3 that Workday recently finished here. Great revenue growth for the quarter ended October 31 — up 15% to about $2.25 billion. 17% growth for its total RPO, to about $8.2 billion. It's been cranki…
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Biden's Autopen TERMINATED? + Trump vs Income Tax, DC Shooter Updates & Tim Walz BUSTED | PBD Podcast | Ep. 693
2:13:18
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2:13:18Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick dig into Trump’s move to cancel all executive orders signed by Biden via autopen & his plan to replace income tax with tariff revenue, fresh updates on the D.C. National Guard shooting near the White House, and mounting pressure on Tim Walz over his handling of Minnesota fraud scand…
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In this special Cloud Wars report, Bob Evans sits down with Michael Ameling, President and Chief Product Officer of SAP Business Technology Platform, for a deep dive into how SAP is helping customers navigate the fast-moving AI Era. Ameling and Evans discuss how SAP’s Business Data Cloud, partnerships with Snowflake and Databricks, HANA Cloud innov…
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Afghan SHOOTS DC National Guard, Candace's Macron Claim + Trump vs Seditious Six | PBD Podcast | Ep. 692
2:21:43
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2:21:43Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick break down the DC National Guard shooting by an Afghan migrant, Candace Owens’ claims about the alleged Macron assassination attempt, and President Trump’s escalating fight against the“Seditious Six.” ------ 🎄VT BLACK FRIDAY SALE: https://bit.ly/43QADrm 📕 REGISTER FOR BPW 2025 - FRI…
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Campbell's LEAKED Racist Tape, Burry vs NVIDIA, Gemini CRUSHES ChatGPT + AI PAC Goes To DC | PBD Podcast | Ep. 691
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2:04:05Patrick Bet-David, Tom Ellsworth and Brandon Aceto are joined by Paul Barron as they break down Campbell’s leaked racist recording, Michael Burry’s explosive clash with NVIDIA, Google's Gemini 3 crushing ChatGPT, and the rise of a powerful new AI super-PAC heading to Washington. ------- 📺 SUBSCRIBE TO PAUL BARRON'S PODCAST: https://bit.ly/3Kr8ccO 📕…
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AI Agent & Copilot Podcast: VisualSP's Asif Rehmani Details Copilot Training Resources to Boost ROI
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11:24
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11:24Information access: While many have Copilot licenses, usage is low beyond basic tasks like email and meeting summaries. The main challenge with adoption is providing guidance within apps like PowerPoint, Excel, Dynamics, and Word so users can access help exactly when they need it. This is something Rehmani's company, VisualSP, and his training plat…
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A Thanksgiving Message: Peace, Gratitude, and What Matters Most
2:31
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2:31Visit Cloud Wars for more.By Bob Evans
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FDA Commissioner Marty Makary: Tylenol, Vaccines & Autism + Fauci, NIH & COVID-19 | PBD Podcast | Ep. 690
1:52:41
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1:52:41Patrick Bet-David sits down with FDA Commissioner Marty Makary for a deep-dive conversation on Tylenol’s risks, vaccine safety concerns, the autism debate, and Dr. Anthony Fauci’s handling of COVID-19. ------ 👞 GET THE NEW FLB 1'S: https://bit.ly/4mXV9gd 📕 REGISTER FOR BPW 2025 - FRIDAY, DECEMBER 12TH 2025: https://bit.ly/3IU2YWx Ⓜ️ CONNECT ON MI…
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Microsoft, Anthropic, and NVIDIA Forge AI Super-Alliance Poised to Shape the Next Era of Innovation
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2:39In today's Cloud Wars Agent and Copilot Minute, I break down why this Microsoft-Anthropic-NVIDIA trio, spotlighted at Microsoft Ignite, may define the next phase of the AI Revolution. Highlights 00:19 — Today, I want focus on a particularly significant partnership involving not one but three partners, collaborating in multiple ways across various f…
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Mamdani Calls Trump Fascist, MTG Resigns, Putin Peace Deal + Minnesota Funding Al-Shabaab? | PBD Podcast | Ep. 689
2:18:11
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2:18:11Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick break down Zohran Mamdani calling Trump a fascist, Marjorie Taylor Greene’s sudden resignation, Putin’s proposed peace deal, and explosive allegations that Minnesota tax dollars may have indirectly funded Al-Shabaab. ------ 👞 GET THE NEW FLB 1'S: https://bit.ly/4mXV9gd 🛍️ VT MERCH B…
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AI Agent & Copilot Podcast: John Accardi on Technology Evolutions, Getting Started with AI
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11:31Key Takeaways Career journey and Microsoft involvement: While he's been in the industry for a long time, Accardi recounts being in the Microsoft arena for about 14 to 15 years. "My entire career has been around technology...and I have familiarity with various platforms," he notes. He has filled a range of roles, including sales leadership, marketin…
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Google Cloud CEO Thomas Kurian's Crowning Achievement
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5:10In today's Cloud Wars Minute, I break down why Google Cloud’s new Gemini Enterprise may be Thomas Kurian’s most ambitious and most defining move yet. Highlights 00:14 — One of the fastest-growing companies in the Cloud Wars Top 10 — and one that has been the most innovative, successful, and is definitely making a run at the number one spot — is Goo…
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Dems Sedition Video, Dearborn Protest, Trump Meets Mamdani + Epstein Bill w/ Scott Jennings | PBD Podcast | Ep. 688
2:34:17
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2:34:17Patrick Bet-David, Tom Ellsworth, Vincent Oshana, Adam Sosnick, and guest Scott Jennings break down Trump signing the Epstein Bill, Democrats’ explosive “sedition” video, the massive Dearborn protest, and Trump’s highly watched Oval Office meeting with Mayor-elect Mamdani. ------ 📕 SCOTT JENNINGS BOOK "A REVOLUTION OF COMMON SENSE": https://bit.ly/…
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Microsoft Ignite: Renowned Futurists Map Out the Next Era of Enterprise AI Success
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3:58In today's Cloud Wars Agent and Copilot Minute, I look at how screen-aware Copilots, task-based agents, and multimodal interfaces are reshaping enterprise work — and why identity, permissions, and access guardrails now matter more than ever. Highlights 00:30 — Two experts, Brian Madden, Vice President and Field Technology Officer and Futurist at Ci…
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Lee Zeldin: Jasmine Crockett's Epstein Claim, Trump Meets Mamdani + Cloud Seeding Is REAL! | PBD Podcast | Ep. 687
1:46:00
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1:46:00Patrick Bet-David sits down with Lee Zeldin to break down Jasmine Crockett’s explosive Epstein claims, Trump’s Oval Office meeting with Zohran "Kawame" Mamdani, and whether cloud seeding is real or a conspiracy theory. ----- 📕 REGISTER FOR BPW 2025 - FRIDAY, DECEMBER 12TH 2025: https://bit.ly/3IU2YWx Ⓜ️ CONNECT ON MINNECT: https://bit.…
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Hottest in Cloud/AI: Palantir #1, Google Cloud #2, Oracle #3
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5:20In today's Cloud Wars Minute, I reveal how Palantir leapfrogged the competition with 63% cloud growth, shaking up the Cloud Wars Top 10. Highlights 00:14 — Periodically, I do an update on what I call the Cloud Wars Growth Chart. The latest list shows that Palantir — new to the Cloud Wars Top 10 — is number one in fastest growth, by a long shot. Goo…
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Epstein Bill Passes, Trump's 'Piggy' Slam & MBS Visit, Bitcoin Freefall + Tim Cook Steps Down? | PBD Podcast | Ep. 686
2:18:20
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2:18:20Patrick Bet-David, Tom Ellsworth, and Brandon Aceto are joined by Jeff Snider as they break down Congress passing the Epstein bill, Trump calling reporter Catherine Lucey “Piggy,” MBS’s high-stakes U.S. visit, Bitcoin’s sudden freefall, and rumors that Apple CEO Tim Cook may be stepping down. ------ 📕 REGISTER FOR BPW 2025 - FRIDAY, DECEMBER 12TH 2…
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Workday's Acquisition of Sana Delivers AI-Enabled Knowledge Access to Customers
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3:05In today's Cloud Wars Minute, I discuss Workday's acquisition of the enterprise knowledge and learning platform provider Sana, and what it means for customers. Highlights 0:05 — Now,the understanding of the capabilities of LLMs has seeped from discussions among in-the-know business leaders into the general public. Personally, I don't know anyone wh…
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AI Agent & Copilot Podcast: Stoneridge Software's Eric Newell Shares Community Summit Takeaways, Future of AI Adoption
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4:18In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Eric Newell, CEO, Stoneridge Software, while on-site at Community Summit North America 2025, which took place October 19-23. Newell shares his takeaways from the conference, and what he expects the future of AI adoption to look like over the next 12-18 months. Key Takeaway…
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Elevaite365 Test Automation Turns Testing into a Strategic Advantage
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8:30In today's podcast, John Siefert sits down with Magnus Perri, CEO, elevaite365 Test Automation, and Michael Catterall, Product Lead, elevaite365 Test Automation, to unpack how AI is redefining testing in Dynamics 365 projects. They discuss why manual testing overwhelms business users, how elevaite365 Test Automation's platform automates and adapts …
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SAP + Snowflake: Promiscuous Partnership Powerful + Promising
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5:17In today's Cloud Wars Minute, I explore how tech rivals are becoming collaborators to better serve customer innovation. Highlights 00:43 — I call SAP and Snowflake's recent announcement a promiscuous partnership that's powerful and promising. I'll try not to trip over too many more P’s here, but I think the point of this is we're seeing the promisc…
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Trump vs Massie & MTG, $5B BBC Lawsuit, Epstein Files Shocker + Tucker's Deep Dive | PBD Podcast Ep. 685
2:24:02
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2:24:02Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick discuss Trump’s feud with Thomas Massie and Marjorie Taylor Greene, his $5 billion lawsuit against the BBC, shocking new details from the Epstein files, and Tucker Carlson’s deep dive into Thomas Crooks and the assassination attempt of Donald Trump in Butler on July 13th. ------ 🛍️ …
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AI Agent & Copilot Podcast: LS Retail's Jeff Miller on Global Deployments, AI Integration, Client Collaboration
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15:53In this episode of the AI Agent & Copilot Podcast, John Siefert hosts Jeff Miller, Vice President, Americas, LS Retail, for a discussion on LS Retail's position in its industry, how it supports organizations across the globe, integrating AI, and upcoming projects. Key Takeaways About the company: LS Retail has been a leader in its industry from an …
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Palantir Q3 Reveals New Deal Sizes, Shorter Timelines, Bigger Ambition | Cloud Wars Live
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28:35In this special episode of Cloud Wars Live, Bob Evans speaks with Chad Wahlquist, Architect at Palantir, about the company’s explosive Q3 growth and the accelerating adoption of its AI Platform (AIP). They explore how AIP serves as an operating system for the enterprise, enabling customers to achieve global optimization, faster ROI, and model flexi…
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Inside Palantir: Wildly Different Value Prop for Customers — Growth!
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5:16In today's Cloud Wars Minute, I take you inside Palantir’s wildly different approach to driving customer growth. Highlights 00:14 — One of the companies causing a lot of disruption within the Cloud Wars Top 10 companies is Palantir, which recently reported its Q3 revenue up 63% to $1.12 billion, just growing incredibly fast and putting together a r…
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Mafia States of America | Episode 10 - "The Last Confession"
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42:33Sammy Gravano and Michael Franzese confront loyalty, betrayal, faith, and legacy in the most emotional episode of the series. ---- 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4g57zR2 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/4g1bXAh 🎙️ FOLLOW THE PODCAST ON ALL PLATFORMS: https://bit.ly/4eXQl6A Ⓜ️ CONNECT ON MINNECT: https://bit.ly…
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Mafia States of America | Episode 9 - "The Mob Today"
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39:13Sammy Gravano and Michael Franzese break down what is left of the American mafia, how the rackets changed, and who could survive in the life today. ---- 🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4g57zR2 🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/4g1bXAh 🎙️ FOLLOW THE PODCAST ON ALL PLATFORMS: https://bit.ly/4eXQl6A Ⓜ️ CONNECT ON MIN…
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