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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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In 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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In 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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In 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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In 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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In 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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In today's Cloud Wars Agent and Copilot Minute, I look at how Copilot’s smarter search experience supports users, respects content creators, and strengthens the web. Highlights 00:12 — Microsoft has announced that it's bringing the best of AI search to Copilot, along with a dedicated Copilot search experience. In practice, this means that responses…
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In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Stijn Geeroms, Vice President Business Solutions, Cegeka, for a conversation on Cegeka being named Microsoft's Partner of the Year for supply chain. Key Takeaways About the company: Cegeka is a global IT company headquartered in Belgium. It has around 10,000 professionals …
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In today's Cloud Wars Minute, I take a look at how Oracle’s bold multicloud partnerships — with Microsoft, AWS, and Google Cloud. Highlights 00:15 — One of the ways in which Oracle has been distinguishing itself is not just with its new technology, but with interesting go-to-market approaches. Now, Ellison recently said that while Oracle's multiclo…
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In today’s Cloud Wars Minute, I delve into OpenAI’s $38 billion partnership with AWS, giving Amazon a major role in powering and scaling OpenAI’s AI workloads. Highlights 0:03 — OpenAI and AWS have announced a multi‑year strategic partnership valued at $38 billion for AWS. This deal will enable AWS to provide the infrastructure necessary to support…
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Futurist and author Alex Soojung-Kim Pang joins Alex Gafford to unpack why the most productive people and teams don’t work more, they work better. We dive into Pang’s trilogy (The Distraction Addiction, Rest, Shorter), the research behind 4–5 hours of daily deep work, and how design thinking turns shorter-hours experiments into durable operating sy…
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In today's Cloud Wars Minute, I dig into why Google Cloud’s momentum in AI-centric deals is reshaping the entire cloud landscape. Highlights 00:30 — A few major things became evident from Google Cloud's third-quarter results from late last month. One, if you look at the giant deals Google Cloud signed in the first three quarters of 2025, it inked m…
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In today's Cloud Wars Minute, I call out AWS’s slowdown in both innovation and momentum, as the rest of the hyperscalers redefine the future of cloud. Highlights 00:15 — Now it's been interesting here as we watch the four hyperscalers recently, Microsoft, AWS, Google Cloud, and Oracle. We hear that cliche about a rising tide lifts all boats. And I …
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In this episode of Cloud Wars Live, Bob Evans speaks with T.K. Anand, Executive Vice President at Oracle, during Oracle AI World in Las Vegas. The discussion centers on Oracle’s new AI Data Platform, a major initiative designed to help customers harness their own data to drive AI transformation. Anand outlines how Oracle’s open, unified approach to…
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In today's Cloud Wars Minute, I explore Workday’s latest move to deepen AI’s role in enterprise operations. Highlights 00:03 — Workday has announced its new Custom AI Model Library for the Workday Contract Intelligence Agent, powered by Evisort. The library includes over 120 pre-built AI models designed to identify critical clauses, risks, line ite…
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Hasan Rizvi, EVP, Database Engineering, Oracle, talks to Bob Evans in this latest episode of Cloud Wars Live. They explore the launch of Oracle AI Database 26ai, the Autonomous AI Lakehouse, and breakthroughs in multi-cloud deployment. Rizvi also discusses vector search, agentic AI, and how Oracle is simplifying complex architectures for the AI era…
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In today's Cloud Wars Minute, I spotlight Palantir’s stunning 63% revenue surge and its defiant, rule-breaking vision for the AI Era. Highlights 00:30 — Palantir, earlier this week, reported its Q3 numbers, and they were absolutely extraordinary. I thought the only thing that matched the blowout numbers that Palantir had was the perspective and phi…
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In today's Cloud Wars Live, Mahesh Thiagarajan, EVP, Oracle Cloud Infrastructure, speaks with Bob Evans about Oracle’s bold strategy to lead in the AI infrastructure race. He details how Oracle is scaling zeta-level compute, launching a 1.5 gigawatt GPU campus, and engineering full-stack solutions that combine bare-metal hardware, custom networking…
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In today's Cloud Wars Minute, I take a look at Microsoft’s newest Copilot feature that lets users type to Vision instead of relying solely on voice. Highlights 00:10 — Microsoft has rolled out a new update for the Microsoft Copilot app on Windows for Windows Insiders. This update allows users to interact with Copilot Vision using text inputs, and C…
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In today's Cloud Wars Minute, I take a look at how Oracle and Google Cloud are surging past Microsoft and AWS in RPO and backlog growth Highlights 00:13 — There’s no question that 10, 12, 15 years ago, it was AWS and Microsoft that set the rules for cloud infrastructure. Google Cloud and Oracle, both of them, while much smaller in revenue than AWS …
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Juan Loaiza is the EVP of Database Technologies at Oracle. In today's special episode of Cloud Wars Live, Loaiza joins Bob Evans to discuss how AI is transforming the way businesses interact with data. He spotlights Oracle’s new AI-native database, the importance of trust and security in enterprise AI, and why business users now play a bigger role …
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In today's Cloud Wars Minute, I look at the shift in enterprise preference from Microsoft to Google Cloud. Highlights 00:15 — The three original hyperscalers all released numbers for Q3 last year. Each should be proud, but Google Cloud stood out in a significant way. Its Q3 revenue is up 34% to $15.2 billion. Its Q2 growth had been 32%, so, acceler…
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In today's Cloud Wars Minute, I unpack how Microsoft is empowering business users with new Copilot agents that simplify app creation and workflow automation — no coding needed. Highlights 00:11 — Microsoft has launched a series of new agents for Microsoft 365 Copilot customers in the Frontier Program: App Builder and Workflows, designed to accelera…
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In today's Cloud Wars Minute, I compared the diverging strategies of SAP and Oracle as the AI revolution reshapes enterprise tech. Highlights 00:22 — SAP versus Oracle. It was interesting on SAP's recent Q3 earnings call: the financial analysts seemed to be really preoccupied with this notion — was SAP going to get into the hyperscale business? Or …
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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, she shares powerful insights from leading organizations on how A…
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In today's Cloud Wars Minute, I unpack Microsoft AI’s push for empathetic AI with new features designed to make Copilot more relatable and engaging. Highlights 00:18 — Microsoft has launched the Mico 1 character — a visual presence that appears and interacts with users when they tap into Copilot's voice mode. Now, this cloud-like entity is optional…
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In today's Cloud Wars Minute, I dive into how ServiceNow is redefining enterprise automation with its new AI Experience platform. Highlights 00:15 — ServiceNow has for a long time been intriguing in the way that it does not necessarily map to or compete directly against lots of the other major Cloud Wars Top 10 companies. ServiceNow has gone a diff…
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Amit Zavery, President, Chief Product Officer, and Chief Operating Officer at ServiceNow, sits down to talk with Bob Evans in this special episode of Cloud Wars Live. They dive deep into how ServiceNow’s AI Experience is transforming enterprise workflows through automation, governance, and personalization. Zavery outlines a bold vision for deliveri…
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In today's Cloud Wars Minute, I show how SAP’s seamless data strategy is driving real business value in the age of AI. Highlights 00:14 — SAP reported a very nice third quarter last week. Some highlights from SAP Q3, and then I'll do the comparisons with its competitors. So, the cloud revenue overall is up 22% to $6.14 billion. Ad their current clo…
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In today's Cloud Wars Minute, I unpack how Salesforce is reinventing IT support with its new Agentforce platform. Highlights 00:11 — Salesforce has launched Agentforce IT Service. This product suite is described by the company as an agent-first, conversational-first IT support solution. Unlike lengthy back-and-forth interactions with service desk s…
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In today's Cloud Wars Minute, I discuss the recent AWS outage, identifying five reasons that this outage will significantly impact the company's reputation. Highlights 00:30 — AWS experienced a big outage this week, impacting multiple companies and services at a time when AWS, relative to its hyperscaler competitors, is in a decline. I think there …
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Guest: Dr. Ellen Joan Ford, Author of #WorkSchoolHours, TEDx Speaker, and Leadership Consultant Episode Summary In this episode, Alex Gafford talks with Dr. Ellen Joan Ford, former New Zealand Army Officer, researcher, and author of #WorkSchoolHours. Together they unpack how the modern 9–5 is failing working parents and what it looks like to redesi…
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In today's Cloud Wars Minute, I look at why a new Harvard-Microsoft licensing deal could be a defining moment for generative AI in medicine Highlights 00:11 — Harvard University's Graduate Medical School has entered into a licensing agreement with Microsoft, enabling the company to access consumer health data. Now, Microsoft plans to utilize this w…
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In today's Cloud Wars Minute, I talk about recent announcements from Salesforce's Dreamforce event as well as the company's move into new territories. Highlights 00:15 — At Salesforce's Dreamforce, Marc Benioff described the event as the biggest one ever. Dreamforce highlighted product announcements, particularly around the Agentforce AI platform, …
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In today's Cloud Wars Minute, I share Larry Ellison’s bold vision of the AI market as the biggest in history — and how Oracle plans to lead it. Highlights 00:14 — Well, this is my final report here from Oracle AI World in Las Vegas. At the Financial Analyst Meeting yesterday, Oracle unveiled some truly extraordinary numbers. It said that by fiscal …
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AI opportunities: Despite the excitement around AI, Kaupp emphasizes the importance of understanding the technology before fully integrating it into workflows. He advocates for “literacy before agency" to understand the true impacts of what AI "can unlock." Transformation with AI: Kaupp describes the process of transforming a contract approval proc…
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In today’s Cloud Wars Minute, I dive into Oracle’s bold AI-driven transformation and its stunning forecast to reach $225 billion in annual revenue by 2030, powered by explosive OCI and multi-cloud growth. Highlights 00:12 — As we wrap things up here at Oracle AI world, we had the financial analyst meeting. Oracle's Principal Financial Officer Doug …
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Magnus Perri of elevaite365 Test Automation, leads a company at the forefront of AI-driven test automation for Microsoft Dynamics 365. With decades of hands-on experience in ERP implementations, he and his team built elevaite365 to solve the challenges of constant change, complexity, and testing inefficiencies in enterprise software. In this episod…
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In today's Cloud Wars Minute, I share insights from Chris Pope on how automation can boost morale, reduce costs, and accelerate delivery. Highlights 00:02 — Today's episode is brought to you by AutomatePro, a ServiceNow partner. They want to talk about a new product they have that is helping to change the software development lifecycle. AutomatePro…
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Kieron Allen speaks with Chris Pope, Chief Product Officer at AutomatePro, in an in-depth discussion that is part of a broader series of podcasts, articles, and reports on ServiceNow’s evolving ecosystem. They explore how intelligent automation and agentic AI are reshaping DevOps and quality assurance. The conversation also highlights how AutomateP…
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Key Takeaways Overview: Fisher gives an overview of his role as Chief Information Officer at BouMatic, all within the context of the dairy equipment industry that’s evolving toward larger, consolidated operations. BouMatic is the "third largest dairy equipment manufacturer in the world," and he gives context on the difference in marketplaces. AI: T…
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In today's Cloud Wars Minute, I report live from Oracle AI World, where speed and innovation are front and center. Highlights 00:13 — Here at Oracle AI World in Las Vegas, you can see there's lots going on. It's almost like the new tagline for Oracle — AI changes everything. Oracle is one of the very few companies — maybe the only one — that goes e…
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In today's Cloud Wars Minute, sponsored by CLOUDVICE, I explore how Oracle’s new CEOs, Mike Sicilia and Clay Magouyrk, are steering the company deeper into the AI revolution Highlights 00:00 — Today’s episode is brought to you by CloudVice, winner of the 2025 Oracle North America Technology and Cloud AI Innovation Partner Award. “We’re honored to r…
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In this special Cloud Wars interview, Oracle Executive Vice President for Applications Development Steve Miranda joins Bob Evans to discuss how Oracle’s transformation from CloudWorld to AI World signals a seismic leap in enterprise technology. Miranda shares how Oracle has delivered more than 600 agents, launched the Agent Studio and Marketplace, …
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Company background: "HSO is the second largest Microsoft partner in the globe," Holwagner reports. It focuses on industries including professional services, manufacturing, finance, and the public sector. HSO continues to grow not only with its traditional ERP services but also around cloud and AI services. "The mission here is really to improve our…
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In this episode of the Cloud Wars Minute, sponsored by CLOUDVICE, I review the moves of Larry Ellison and Oracle over the past few years in anticipation of what's to come at Oracle AI World 2025. Highlights 00:15 — CLOUDVICE is the winner of the 2025 Oracle North America Technology & Cloud AI Innovation Partner Award. “We’re honored to receive the …
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Brad Haupt, Vice President of Supply Chain at Monument Health, joins Bob Evans at Workday Rising to discuss how the health system is modernizing operations through Workday’s unified platform. He shares how consolidating 17 systems into Workday created a single source of truth for finance, HR, and supply chain data. By pairing data intelligence with…
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In today's Cloud Wars Minute, I look at how Google Cloud is helping businesses create their futures — not just optimize their past — through Gemini Enterprise. Highlights 00:14 — Google Cloud really stepped out here with the launch of Gemini Enterprise, and I would like to share with you eight reasons why I feel that the launch of Gemini Enterprise…
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In today's Cloud Wars Minute, I look at why Microsoft thinks avatars will boost AI voice adoption. Highlights 00:11 — Microsoft has introduced an experimental Portraits feature in Copilot Labs in the U.S., the U.K., and Canada. The feature offers Copilot users a choice of 40 cartoon-esque human avatars. Microsoft AI CEO Mustafa Suleyman said "You c…
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Evan Goldberg, Founder and Executive Vice President at Oracle NetSuite, sits down with Bob Evans for a conversation about the company’s next chapter: NetSuite Next. He describes how AI will make business management simpler and more intuitive, allowing users to automate tasks, ask natural-language questions, and customize their systems with ease. Go…
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If I asked you to envision your perfect day — one that leaves you energized, satisfied, and fulfilled — what would it look like? Not a vacation or a lucky break, but a normal day. That’s the question at the heart of this episode. Inspired by Heroic’s Brian Johnson and his idea of the Masterpiece Day (itself borrowed from legendary coach John Wooden…
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