Best Mahesh and Juan Podcasts (2025)

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Oracle’s Fusion and NetSuite Customers Gain an AI Advantage | Cloud Wars Live 12:27

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2d ago12:27

12:27

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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Workday Launches Custom AI Model Library for Contract Intelligence 2:04

2d ago2:04

2:04

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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Oracle Launches AI-Native Database 26ai to Power Enterprise AI Foundations | Cloud Wars Live 24:59

3d ago24:59

24:59

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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Palantir Q3 Blowout: Extraordinary Numbers and CEO Perspectives 5:31

3d ago5:31

5:31

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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Mahesh Thiagarajan on Oracle Cloud Strategy and Innovation | Cloud Wars Live 17:09

4d ago17:09

17:09

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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Windows Copilot Now Responds to Text Prompts in Vision Feature Update 2:02

4d ago2:02

2:02

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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Oracle, Google Cloud, Roar Past Microsoft, AWS in RPO/Backlog Growth 5:28

5d ago5:28

5:28

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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Oracle's Juan Loaiza Discusses Trust Privacy, Security in the Age of AI | Cloud Wars Live 18:56

6d ago18:56

18:56

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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Google Cloud Q3 Blowout: Winning New Biz $ $ Over Microsoft 5:16

6d ago5:16

5:16

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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Microsoft Empowers Business Users with Copilot Agents for App Creation and Workflow Automation 2:45

9d ago2:45

2:45

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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SAP Vs. Oracle: Key Is Agents + AI + Data, Not Infrastructure! 5:44

10d ago5:44

5:44

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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What the Best AI Strategies Have in Common | Tinder on Customers 23:51

11d ago23:51

23:51

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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Microsoft Launches Mico: Human-Centered AI Visual for Copilot Voice Mode 1:56

11d ago1:56

1:56

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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ServiceNow "AI Experience": President Amit Zavery on Strategy, Customers, Pricing 5:20

12d ago5:20

5:20

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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Inside ServiceNow’s Plan to Deliver AI Value Across All Industries I Cloud Wars Live 19:03

12d ago19:03

19:03

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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SAP Still Hottest Apps Vendor on 22.8% Cloud-Rev. Growth in Q3 4:42

13d ago4:42

4:42

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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Salesforce Disrupts ITSM With Conversational Agentforce Platform 2:25

16d ago2:25

2:25

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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AWS Outage Puts It Farther Behind Microsoft, Google Cloud, Oracle 6:00

17d ago6:00

6:00

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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Harvard University Partners with Microsoft to Advance AI Healthcare Capabilities 2:53

18d ago2:53

2:53

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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Salesforce Leverages Agentic AI + Data Cloud to Move Beyond CRM 5:29

19d ago5:29

5:29

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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Oracle Road to $225B: AI Everywhere! 5:15

20d ago5:15

5:15

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 Agent & Copilot Podcast: Greg Kaupp on AI Literacy, Driving Transformation, Business Central Trends 26:55

23d ago26:55

26:55

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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Oracle on Fire! FY30 Rev. $225B! 5:56

23d ago5:56

5:56

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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AI + Testing: Changing the Game for Dynamics 365 Implementations with Elevaite365 16:14

23d ago16:14

16:14

O of elevaite365, 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 episode, Magnus joins John Siefer…

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AutomatePro: ServiceNow Partner of the Year Automates & Accelerates Software Development 4:08

23d ago4:08

4:08

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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Inside the AutomatePro and ServiceNow Partnership Driving AI-Powered Automation | Cloud Wars Live 14:26

24d ago14:26

14:26

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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AI Agent & Copilot Podcast: BouMatic's Michael Fisher Shares Strategies for AI Deployment, User Adoption 16:05

24d ago16:05

16:05

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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'AI Changes Everything': Oracle Embeds AI Everywhere 3:25

24d ago3:25

3:25

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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Oracle's CEOs: AI, Data, Infra Drive Great Business Outcomes 5:13

25d ago5:13

5:13

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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Enterprise AI Enters High Gear with Oracle’s Expanding Agent Ecosystem | Cloud Wars Live 17:50

26d ago17:50

17:50

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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AI Agent & Copilot Podcast: HSO's Kelly Holwagner on the Rapid Impact of AI on Organizational Transformation 27:56

26d ago27:56

27:56

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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As Oracle Evolves, Larry Ellison Rocks On 5:01

26d ago5:01

5:01

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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Inside Monument Health’s Workday Journey to Smarter Care | Cloud Wars Live 19:29

27d ago19:29

19:29

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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8 Reasons Google Cloud #1 for Business with Gemini Enterprise 5:30

27d ago5:30

5:30

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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Microsoft AI Adds Real-Time Avatars to Boost Copilot Voice Engagement 2:08

30d ago2:08

2:08

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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Oracle NetSuite's Evan Goldberg Why the Future of ERP Is AI-First | Cloud Wars Live 12:57

1M ago12:57

12:57

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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SAP = Data Company + AI + Apps → Intelligent Enterprise 5:07

1M ago5:07

5:07

In today's Cloud Wars Minute, I explore how SAP is finally delivering on its intelligent enterprise vision through AI, data, and role-based agents. Highlights 00:14 — I’ve spent the last couple of days at SAP Connect, and I think one of the key things that came out of was this: SAP can now legitimately be called a data company. But the key now is t…

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Microsoft Expands Gaming Copilot to Windows, Xbox, and Mobile Users 2:04

1M ago2:04

2:04

In today's Cloud Wars Minute, I discuss Microsoft’s smart strategy to integrate agentic AI into everyday consumer platforms starting with gaming. Highlights 00:12 — Microsoft is rolling out its Gaming Copilot to Windows PCs and Xbox on mobile, following a previous soft launch to Xbox Insiders. Gaming Copilot provides recommendations in-game help, a…

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Satya Nadella Picks Successor, Starts Journey to Chairman + CTO 5:18

1M ago5:18

5:18

By Bob Evans

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Palantir Joins Cloud Wars Top 10: 48% Growth, $440B Market Cap 5:21

1M ago5:21

5:21

In today's Cloud Wars Minute, I explain how Palantir’s unique model and alignment with AI trends earned it a spot in the Top 10. Highlights 00:14 — Well, one company that has hammered its way into the Cloud Wars Top 10 is Palantir. With regret, I have to say farewell to Snowflake. So, I've noted here at the top a couple of numbers: 48% revenue grow…

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What to Expect from Oracle AI World & SAP Connect 2025 19:20

1M ago19:20

19:20

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, Tinder joins Bob Evans to break down what’s next for Oracle and …

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Microsoft Streamlines AI Tool Access with Azure-AppSource Integration 2:01

1M ago2:01

2:01

In today's Cloud Wars Minute, I look at what the launch of Microsoft Marketplace means for frontier firms and innovation at scale. Highlights 00:09 — Microsoft has announced that it’s combining the separate marketplaces for AI business tools into a single offering called Microsoft Marketplace. The aim is to deliver these solutions as an extension o…

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SAP CEO Klein Saves Europe from 'Sovereign' Disaster 5:46

1M ago5:46

5:46

In today's Cloud Wars Minute, I examine how Christian Klein’s stance could shift the entire European tech economy away from imitation toward AI-driven transformation Highlights 00:20 — A few months ago a lot of countries within Europe were saying, “What we need to do is build hyperscalers to match the ones based in the U.S.” Now, SAP CEO Christian …

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Microsoft Teams Gets Smarter with New AI-Powered Meeting Assistant 2:00

1M ago2:00

2:00

In today's Cloud Wars Minute, I explore Microsoft’s new Facilitator Agent in Teams and how it’s quietly revolutionizing meeting collaboration through agentic AI. Highlights 00:07 — Microsoft has added a Facilitator Agent to Teams. This new agent can create agendas, take notes, help keep discussions on track, create follow-ups, and even pressure-tes…

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Microsoft, Oracle + OpenAI: $1 Trillion into AI Data Centers 5:35

1M ago5:35

5:35

In today's Cloud Wars Minute, I explore how Microsoft and Oracle are battling for AI data center supremacy. Highlights 00:15 — I want to talk about a couple of high-disruption companies — actually, three: Microsoft, Oracle, and OpenAI. And I think right now, it's safe to say that those three companies, together with SoftBank, are pursuing investmen…

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Oracle Growth Equation: AI + OCI + Industries = New Customer Ecosystems 5:45

1M ago5:45

5:45

In today's Cloud Wars Minute, I look at how Oracle’s new co-CEOs plan to blend AI, OCI, and industry expertise into a powerful growth equation. Highlights 00:13 — Big things happening at Oracle. Safra Catz has stepped over and up to the role of Executive Vice Chairman, opening the door for two new CEOs at Oracle: Clay Magouyrk, the leader of their …

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Microsoft Copilot Gains Government Trust in Major AI Endorsement 2:16

1M ago2:16

2:16

In today's Cloud Wars Minute, I dive into how the U.S. House of Representatives is reversing its ban on Microsoft Copilot, signaling a major shift in government AI adoption and a strong endorsement for Microsoft’s AI capabilities. Highlights 00:07 — Last year, staffers at the U.S. House of Representatives were prohibited from using Microsoft Copilo…

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Oracle's New CEOs: Uniquely Qualified to Fulfill Larry Ellison's Vision for AI Revolution 6:52

1M ago6:52

6:52

In today's Cloud Wars Minute, I analyze Larry Ellison’s decision to appoint Clay Magouyrk and Mike Sicilia as the company’s new co‑CEOs. Highlights 00:21 — Oracle's entering a new era now with two new co-CEOs being named to replace Safra Catz. On Monday, Oracle announced that Safra Catz, is going to be stepping out of the CEO role and becoming exec…

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Prime Minister Keir Starmer Welcomes Microsoft’s Biggest Ever UK Tech Bet 2:24

2M ago2:24

2:24

In today's Cloud Wars Minute, I break down Microsoft's historic $30 billion investment in UK AI infrastructure — and what it really means for the balance of power between global tech giants and national innovation. Highlights 00:05 — Microsoft has announced plans to invest $30 billion in AI infrastructure and ongoing operations in the UK. The inves…

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'Oracle Killers': Fantasy Fizzles, Oracle DB Business Booms 5:49

2M ago5:49

5:49

In today's Cloud Wars Minute, I explore how the long-dismissed "legacy" giant Oracle continues to defy the odds and outperform expectations — particularly in the cloud database space. Highlights 00:14 — It's interesting what a little bit of time reveals to us. I was looking over Oracle's numbers last week. It made me think back not too long ago, 10…

Mahesh And Juan Podcasts