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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Oracle Partner Team Podcasts
Join the conversation. This podcast provides a unique perspective on Oracle Cloud customer stories from our partner's point of view. Through interviews with our partners, listeners get an inside look at critical details about how individual projects are initiated and successfully deployed. Each podcast is intended to uncover unique insights into the challenges of the client project, industry impacts and advice, and reasons behind the client's choice to implement Oracle Cloud.
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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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A weekly podcast exploring the pulse of business, technology, and media worldwide. Hosted by Bernard Leong, the show features in-depth conversations with leading journalists, executives, entrepreneurs, and thought leaders on the ideas and forces shaping global markets — from Asia to the rest of the world.
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AI Agent & Copilot Podcast: AJ Ansari on Building Agents That Actually Deliver ROI
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20:56In this episode of the AI Agent & Copilot Podcast, John Siefert, CEO of Dynamic Communities and Cloud Wars, is joined by AJ Ansari, Microsoft MVP and member of the programming committee for the AI Agent & Copilot Summit. The conversation focuses on what enterprises should really be looking for as agentic AI adoption matures. Key Takeaways Real-worl…
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Google Cloud Secures NATO Deal to Power Sovereign Cloud Infrastructure
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2:20In today's Cloud Wars Minute, I look at how Google Cloud is reshaping the defense tech landscape. Highlights 00:04 — Google Cloud has announced a multi-million dollar contract with the NATO Communication and Information Agency (NCIA), to provide critical sovereign cloud capabilities.This new strategic partnership aims to enhance NATO's digital infr…
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AI Meets Reality: JLL’s Carlin Power on AI Training, Business Focus, and Governance
35:51
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35:51Visit Cloud Wars for more.By Kirstie Tiernan
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Oracle Ties Google for #2 Hottest Cloud/AI Vendor Behind #1 Palantir
3:54
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3:54In today’s Cloud Wars Minute, I break down the latest earnings results showing Oracle and Google Cloud surging into a tie for the #2 fastest-growing cloud vendors in the world’s greatest growth market. Highlights 00:13 — Two companies that are really pushing the boundaries here in the greatest growth market the world has ever known are Oracle and G…
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AI Agent & Copilot Podcast: Avanade's Nancie Calder on Summit Expectations and Experiences
10:54
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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20VC: a16z's David George on How $BN Funds Can 5×, Do Margins & Revenue Matter in AI & the Most Controversial Bet at a16z
1:06:37
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1:06:37David George is a General Partner at Andreessen Horowitz, where he leads the firm's Growth investing team. His team has backed many of the defining companies of this era, including Databricks, Figma, Stripe, SpaceX, Anduril, and OpenAI, and is now investing behind a new generation of AI startups like Cursor, Harvey, and Abridge. AGENDA: 03:05 – Why…
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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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20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg
1:16:10
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1:16:10Raaz Herberg is the Chief Marketing Officer and VP Product Strategy at Wiz, the fastest-growing cloud security company in history. As one of the first 10 employees, Raaz has helped scale the business from nothing to a multi-billion-dollar ARR business. Before Wiz, Raaz was a Senior PM working on Azure at Microsoft. AGENDA: 03:51 What No One Knows A…
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PwC and Oracle Team Up to Turn Cloud Savings Into AI Budget
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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'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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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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20VC OGs: SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price | Airwallex Raises $330M and The Battle with Keith Rabois | Netflix Acquires Warner Brothers | IPO Market Predictions for 2026 ...
1:31:48
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1:31:48AGENDA: 03:46 SpaceX's $800 Billion Valuation: A Deep Dive 09:18 IPO Market Predictions for 2026 18:18 Netflix's Bold Move: Acquiring Warner Brothers 27:43 Tiger's New Fund Strategy 33:02 Databricks' Head of AI $500 Million Seed Round 36:38 Harvey Raises $160M at an $8BN Valuation 48:22 Will LLMs Kill the App Layer 01:02:02 Google's AI Capabilities…
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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
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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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Palantir vs. ServiceNow: AI Platform Position + Who Is 'Defining Soft.Co?'
5:03
5:03
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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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The AI Industry Is Building Modern Empires with Karen Hao
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40:28Fresh out of the studio, Karen Hao, investigative journalist and author of "Empire of AI" joined us in a conversation to unravel how companies like OpenAI, Anthropic, and xAI have become modern empires reshaping society, labor, and democracy itself. Karen traces her journey from mechanical engineering at MIT to becoming one of the tech industry's m…
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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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20VC: Kalshi's $1BN Raise, the Polymarket Feud, and the Battle to Replace Traditional Media
47:55
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47:55Tarek Mansour is the Co-Founder and CEO @ Kalshi, the leader in the world of prediction markets. Just last week, they announced their $1BN raise at an $11BN valuation. In total, they have raised $1.59BN from some of the best, including Sequoia, a16z, General Catalyst, IVP, Meritech, and more. They also last week announced exclusive partnerships wit…
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20VC: Inside Bending Spoons Acquisition Machine: Evernote, Eventbrite, Vimeo | How Evernote Evaluates Acquisitions and New Product Ideas | How Evernote Mastered Product Launches, User Retention and Monetisation ...
1:05:28
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1:05:28Bending Spoons is the acquisition machine of the tech world. They have acquired the likes of Evernote, Vimeo, Eventbrite, Streamyard and more. However, they never open their gates to the secrets behind Evernote's product machine. Today that changes with Federico Simionato joining 20Product. Fede has been a Product Lead at Bending Spoons for 8 years…
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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
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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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20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software
1:12:30
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1:12:30AGENDA: 04:20 Thrive and OpenAI Partnership 07:14 Databricks Raising $5BN at $134BN Valuation: Cheap or Not? 17:39 Eventbrite Acquired by Bending Spoons for $500M 21:39 Pagerduty's $1BN Market Cap, Just 2x Revenue 26:59 The TAM Trap: Why SaaS Is Like Japan 37:42 Lessons from Companies Hitting $100M ARR 44:57 The Future of Labour Markets is F****** …
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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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AI Agent & Copilot Podcast: Anywhere Real Estate's Mary McAnally on Diverse Perspectives, Accelerating the AI Learning Curve
8:54
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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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
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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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Open Source AI: Faster Innovation Through Community Across Asia Pacific with Simon Milner
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43:22Simon Milner, Vice President of Public Policy for Asia Pacific at Meta, joins us to explore how Meta's deliberate commitment to open source AI is reshaping innovation across the world's most diverse and dynamic region. He shares his journey from the BBC to nearly 14 years at Meta, where he built policy teams from the ground up to lead Meta's Asia P…
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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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20VC: Scale, Surge, Turing, Mercor: Who Wins & Who Loses in Data Labelling | Is Revenue in Data Labelling Real or GMV? | Why 99% of Knowledge Work Will Go and What Happens Then? | Why SaaS is Dead in a ...
1:08:16
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1:08:16Jonathan Siddharth is Founder and CEO of Turing, one of the fastest-growing AI companies advancing frontier models. Jonathan has led the company to an astonishing $300M ARR with just $225M raised and a profitable company. A Stanford-trained AI scientist, Jonathan previously helped pioneer natural language search at Powerset, which was acquired by M…
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20Sales: John McMahon on How to Hire, Train & Retain the Best Sales Reps | How Sales Changes in a World of AI | Sales Lessons from Snowflake and MongoDB | How to Create and Drive a Sales Process with Urgency ...
1:08:30
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1:08:30John McMahon is widely regarded as one of the greatest enterprise-software sales leaders of all time. He's the only person to have served as Chief Revenue Officer at five public software companies: PTC, GeoTel, Ariba, BladeLogic and BMC Software. He helped scale BladeLogic from a startup into a public company — ultimately leading to its ~$880M sale…
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20VC: Anthropic Raises $30BN from Microsoft and NVIDIA | NVIDIA Core Business Threatened by TPU | Sam Altman's "War Mode" Analysed | Sierra Hits $100M ARR: Justifies $10BN Price? | Lovable Hits $200M ARR ...
1:30:09
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1:30:09AGENDA: 04:06 Anthropic's $30BN Investment from Microsoft and NVIDIA 07:01 Google vs. OpenAI: Sam Altman's "War Mode" Memo 15:27 NVIDIA's Customer Concentration: Bull or Bear 22:12 Is "War Mode" BS: Does Hyper-Aggressive Ever Work? 36:12 Sierra Hits $100M ARR: Justify $10BN Price? 46:14 Implementation is the Biggest Barrier to Enterprise AI Growth …
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AI Agent & Copilot Podcast: VisualSP's Asif Rehmani Details Copilot Training Resources to Boost ROI
11:24
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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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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How Oracle Became the Backbone of Enterprise AI with Chris Chelliah
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45:49Fresh out of Oracle AI World 2025, Chris Chelliah, Senior Vice President of Technology and Customer Strategy for Japan and Asia Pacific at Oracle, joins us to unpack how Oracle is positioning itself as the definitive enterprise AI platform across the region. He shares his career journey from a computer science geek working on distributed databases …
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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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20VC: Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce | Why it is BS that Vibe Coding Platforms Do Not Have Defensibility and Bad Margins | Why He Worries About Google, Not Replit ...
1:11:43
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1:11:43Maor Shlomo is the Founder and CEO of Base44, the AI building platform that Maor built from idea to $80M acquisition by Wix, in just 8 months. Today the company serves millions of users and will hit $50M ARR by the end of the year. Before Base44, Maor was the Co-Founder and CTO of Explorium. AGENDA: 00:05 – 00:10: How Vibe Coding is Going to Kill S…
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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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20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster ...
1:19:22
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1:19:22Max Altman is Co‑Founder & Managing Partner at Saga Ventures, a US$125 M early‑stage fund. Before Saga Max was an investor with Apollo Projects, Hydrazine Capital and Altman Capital (where he helped deploy over US$500 M) into breakout names such as Rippling and Reddit. AGENDA: 03:55 – Venture Capital Is FULL of Tourists With Single-Digit IQs 06:20 …
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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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20VC: Cursor Raises $2.3BN: Who Wins the Coding War | Peter Thiel and Softbank Sell NVIDIA: Analysed | Why Venture Capital Will Hit $1TRN and the Opening of Retail | Why Stripe and the Best Companies Will ...
1:22:38
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1:22:38AGENDA: 04:47 Cursor Raises $2.3BN at $29BN Valuation 11:36 What Gemini 3 Means for Lovable, Cursor and Replit 30:54 Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting? 48:54 Oracle Credit Default Swaps: The Risk is Increasing 01:07:22 Stripe Does Tender at All-Time High: Why the Best Companies Will Never IPO 01:19:18 Why Retail WIll Cause a…
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