Shows / Cloud Wars Live with Bob Evans
Cloud Wars Live with Bob Evans
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.
Episodes
- Cloud Wars Live with Bob Evans
Microsoft AI CEO Predicts Human-Level Automation of White-Collar Jobs Within 18 Months
In today's Cloud Wars Minute, I explain why aligning your role with AI may be the key to thriving in the next 18 months. Highlights 00:05 — There's a lot of…
- Cloud Wars Live with Bob Evans
How AEO and GEO Are Shaping Trusted AI Assistants
Key Takeaways SEO evolution: Most people prefer having answers given directly rather than searching for them, which is reshaping how information is accessed…
- Cloud Wars Live with Bob Evans
Microsoft, SAP, Oracle: Cloud at Least 50% of Revenue
In today's Cloud Wars Minute, I explain why deep on-premises expertise is becoming a strategic advantage in the AI-driven cloud economy. Highlights 00:03 — One…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Christopher Lochhead on Creator Capitalists and the Future of Work
In this episode of the AI Agent & Copilot Podcast, John Siefert, CEO of Dynamic Communities and host of the podcast, is joined by Christopher Lochhead…
- Cloud Wars Live with Bob Evans
Microsoft Research Exposes AI Memory Poisoning Attacks
In today's Cloud Wars Minute, I examine the rising threat of AI recommendation poisoning and what it means for enterprise security. Highlights 00:09 — Now…
- Cloud Wars Live with Bob Evans
Palantir Unplugged: 10 Insights from CEO Alex Karp and Other Execs
In today's Cloud Wars Minute, I unpack how Palantir is turning AI’s commoditized cognition into a competitive advantage. Highlights 00:03 — One of the big…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Stoneridge Software CEO Eric Newell on Building Secure AI Strategies
Key Takeaways Session overview: Newell will be leading a session as part of the M365 & Work IQ masterclass, "Executive's Guide to Rolling Out M365 Copilot."…
- Cloud Wars Live with Bob Evans
Google Cloud, Unilever Create AI-Powered Marketing for AI Economy
In today's Cloud Wars Minute, I examine how AI-powered partnerships are redefining growth and desirability in the consumer economy. Highlights 00:15 — I want…
- Cloud Wars Live with Bob Evans
OpenClaw Founder Peter Steinberger Joins OpenAI in Major AI Talent Coup
In today's Cloud Wars Minute, I unpack why one founder’s departure may mark a turning point in the AI Era. Highlights 00:03 — There's huge news today in the AI…
- Cloud Wars Live with Bob Evans
Amazon $200B CapEx Biggest Ever → and Most Being Spent on AWS
In today's Cloud Wars Minute, I analyze how AI inferencing and custom chips are reshaping the cloud power structure. Highlights 00:05 — 2026 is off to a…
- Cloud Wars Live with Bob Evans
ServiceNow's McDermott: We Are Hungry and SaaS Is For Dinner
In today’s Cloud Wars Minute, I explore why Bill McDermott says ServiceNow is not a SaaS company and why SaaS is “on the menu.” Highlights 00:03 — Welcome back…
- Cloud Wars Live with Bob Evans
ServiceNow Expands AI Strategy with Anthropic Claude Integration for Agentic Workflows
In today’s Cloud Wars Minute, I break down ServiceNow’s latest AI expansion with Anthropic and what it means for enterprise workflows. Highlights 00:04 — I…
- Cloud Wars Live with Bob Evans
Aneel Bhusri: Workday's Reluctant and Remarkable CEO
In today's Cloud Wars Minute, I analyze the leadership shift at Workday and what it means in the age of agentic AI. Highlights 00:00 — I want to talk about a…
- Cloud Wars Live with Bob Evans
AWS and NTT DATA Announce Multi-Year AI and Cloud Transformation Partnership
In today's Cloud Wars Minute, I break down the strategic collaboration between AWS and NTT DATA and what it means for enterprise AI transformation. Highlights…
- Cloud Wars Live with Bob Evans
Hyperscalers' Backlog Hits $1.63 Trillion, Spurring $645B in 2026 CapEx
In today's Cloud Wars Minute, I explain why the AI revolution isn’t a bubble — it’s backed by unprecedented backlog growth. Highlights 00:02 — There are some…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: TMC CEO Jen Harris on Building the Partner of the Future
In this episode of the AI Agent & Copilot Podcast, John Siefert, host and CEO, Dynamic Communities and Cloud Wars, is joined by Jen Harris, CEO of TMC, to…
- Cloud Wars Live with Bob Evans
Microsoft Report Reveals the New Rules of AI Data Protection
In today's Cloud Wars Minute, I explain why unified security strategies are essential in the GenAI Era. Highlights 00:08 — One of the cornerstones of AI…
- Cloud Wars Live with Bob Evans
Why Speed Is the New Enterprise Advantage in the AI Economy | Cloud Wars Live
In this latest episode of Cloud Wars Live, Bob Evans is joined by Colleen Kapase, Vice President of Channels and Partner Programs at Google Cloud, and Rakesh…
- Cloud Wars Live with Bob Evans
Microsoft Misses: Beaten by Google, AWS in Key Q4 Metric Growth
In today's Cloud Wars Minute, I examine why incremental growth matters more than sheer cloud size. Highlights 00:02 — Made big changes atop the Cloud Wars Top…
- Cloud Wars Live with Bob Evans
AWS Strong Q4, But Falling Farther Behind Google, Microsoft
In today's Cloud Wars Minute, I analyze hyperscaler Q4 numbers and reveal why growth rates matter more than size right now. Highlights 00:02— We've got the…
- Cloud Wars Live with Bob Evans
Salesforce Takes On Agent Sprawl With MuleSoft Agent Fabric
In today's Cloud Wars Minute, I explain why agent sprawl may become one of the biggest hidden risks of the AI Era. Highlights 00:03 — The massive increase in…
- Cloud Wars Live with Bob Evans
Google Cloud Q4: 48% Growth and Tops Microsoft in Key Metrics
Highlights 00:02 — A month ago, I moved Google Cloud up to the #1 spot on the Cloud Wars Top 10, moved Microsoft down to #3. That was predicated in large part…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Donna Sarkar of Microsoft on Moving AI Agents from Experimentation to Production
In this episode of the AI Agent & Copilot Podcast, John Siefert, CEO of Dynamic Communities and Cloud Wars, sits down with Dona Sarkar, Chief Troublemaker…
- Cloud Wars Live with Bob Evans
Microsoft Brings Copilot Studio Agents Directly Into Visual Studio Code
In today’s Cloud Wars Minute, I look at how Microsoft is helping developers build and scale AI agents safely inside Visual Studio Code. Highlights 00:10 — The…
- Cloud Wars Live with Bob Evans
Palantir Q4 Stunner: Revenue Surges 73%, Q1 Guidance Also 73%
In today’s Cloud Wars Minute, I break down Palantir’s breathtaking Q4 results and why its customer-first AI approach is a wake-up call for the entire…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Marie Wiese on Real-World AI Adoption, Innovation, and the Human Side of Change
Key Takeaways AI's progress: Wiese expresses excitement to return to the event after a year to hear real case studies on how people have embraced AI…
- Cloud Wars Live with Bob Evans
Propelled by Strong Q4, SAP CEO Klein Lays Out 5-Point Growth Plan
In today's Cloud Wars Minute, I discuss Christian Klein's plan for SAP's continued success. Highlights 00:00 — Hello, my friends. Welcome back to Cloud Wars…
- Cloud Wars Live with Bob Evans
Microsoft Q2 RPO Jumps 110% to $625B; Minus OpenAI, +28%
In today’s Cloud Wars Minute, I dig into Microsoft’s fiscal Q2 results, unpacking the headline RPO surge, the OpenAI effect, and what the numbers really say…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Shawn Dorward on Leading Through the Agentic AI Shift
In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Shawn Dorward, Vice President at sa.global and a second-year leader on the…
- Cloud Wars Live with Bob Evans
AWS Enters Europe’s Sovereign Cloud Race as Demand for Digital Independence Grows
In today's Cloud Wars Minute, I compare how AWS, Microsoft, Google Cloud, and Oracle are competing in the sovereign cloud race. Highlights 00:03 — AWS has…
- Cloud Wars Live with Bob Evans
Oracle, Microsoft, SAP: Why Old-Timers Thrive in Cloud & AI
In today's Cloud Wars Minute, I debunk the myth that legacy vendors like Oracle, Microsoft, and SAP can’t thrive in the cloud and AI era. Highlights 00:10 — I…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Microsoft's Dewain Robinson Defines AI's Shift from Hype to Business Value
Key Takeaways What to expect in 2026: The industry has moved from its previous point in the "hype cycle" into a more realistic phase, where limitations of AI…
- Cloud Wars Live with Bob Evans
SAP Soars to #4 on Cloud Wars Top 10 via Best-in-Class Growth
In today's Cloud Wars Minute, I spotlight why SAP’s AI and data strategy is changing the enterprise game. Highlights 00:02 — We’ve got more changes to dig into…
- Cloud Wars Live with Bob Evans
Salesforce Workspace Leads Spring ’26 Features: Intelligent Hubs & Agent Builders
In today's Cloud Wars Minute, I dive into the key innovations behind Salesforce’s push toward the agentic AI enterprise. Highlights 00:12 —Salesforce has…
- Cloud Wars Live with Bob Evans
Microsoft's Tumble: Deep Cybersecurity Flaws Outweigh Revenue Success
forced Microsoft out of the #1 spot in the Cloud Wars Top 10. Highlights 00:03 — Going to go a little more deeply into the shuffles in the Cloud Wars Top 10…
- Cloud Wars Live with Bob Evans
CLOUDVICE Pushes AI Beyond Insight Into Action | Cloud Wars Live
Bob Evans speaks with Jaison Correya, CEO of CLOUDVICE, in a special Cloud Wars Live episode focused on the real-world evolution of AI. Fresh off CLOUDVICE’s…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Real Enterprise AI Lessons with Crystal Ahrens
In this episode of the AI Agent & Copilot Podcast, John Siefert, CEO of Dynamic Communities, is joined by Crystal Ahrens, Vice President of Solution Delivery…
- Cloud Wars Live with Bob Evans
Microsoft & Anthropic Launch Claude for Healthcare with Advanced AI Tools
In today's Cloud Wars Minute, I explore how AI and healthcare are intersecting at an unprecedented pace. Highlights 00:14 — Discoveries in healthcare are…
- Cloud Wars Live with Bob Evans
Mike Sicilia on Why Oracle Customers Are Choosing AI at Scale
In this Cloud Wars Special Report, Bob Evans sits down with Mike Sicilia, CEO of Oracle, to discuss Oracle’s rise to the number-two position on the Cloud Wars…
- Cloud Wars Live with Bob Evans
Oracle Jumps to #2; CEO Mike Sicilia: 'Custodians of the Data'
Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Why Value, Not Proofs of Concept, Defines Enterprise AI Success
In this episode of the AI Agent & Copilot Podcast, John Siefert, President and Founder of AIAC, sits down with Seth Bacon, Director of Innovation at RSM, to…
- Cloud Wars Live with Bob Evans
Google Introduces Gemini 3 Flash: Fast, Scalable AI Built for Real-Time Action
In today’s Cloud Wars Minute, I break down how Google’s new Gemini 3 Flash delivers near-real-time AI performance with the speed, scale, and cost efficiency…
- Cloud Wars Live with Bob Evans
CEO Thomas Kurian on #1 Google Cloud: 'Understand the Customer'
In today's Cloud Wars Minute, I spotlight Thomas Kurian’s game-changing customer strategy at Google Cloud. Highlights 00:03 — We’ve got a new number one on the…
- Cloud Wars Live with Bob Evans
Thomas Kurian Explains the Discipline Behind Google Cloud’s Growth
Bob Evans sits down with Thomas Kurian, CEO of Google Cloud, following Google Cloud’s rise to the #1 position on the Cloud Wars Top 10. Their conversation…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Taylor Dorward Defines Impact of Accessibility in Business, Unlocking Employee Potential
Key Takeaways Overview: Taylor defines accessibility as the "design and provision of products, services, environments, and information that can be easily used…
- Cloud Wars Live with Bob Evans
Satya Nadella Outlines the Next Chapter in AI: Real-World Systems
In today's Cloud Wars Minute, I examine Satya Nadella’s call to shift AI focus from capabilities to societal contributions. Highlights 00:21 — One of the…
- Cloud Wars Live with Bob Evans
Inside the Cloud Wars Top 10: How AI Is Redrawing the Cloud Leadership Map
Bob Evans, Founder of Cloud Wars, joins John Siefert, CEO, Cloud Wars and Dynamic Communities, to unpack one of the most dramatic reshuffles in the history of…
- Cloud Wars Live with Bob Evans
Cloud Wars Top 10: SAP Rises to #4, Palantir Rockets to #5, AWS Tumbles to #7, OpenAI Debuts at #10
In today's Cloud Wars Minute, I explore the massive reshuffle in the Cloud Wars Top 10 driven by the rise of AI-first strategies. Later this morning, I'll…
- Cloud Wars Live with Bob Evans
Google Cloud Takes No. 1 as Cloud Wars Top 10 Gets a Major Shake-Up
Bob Evans sits down with John Siefert to unveil major shifts in the Cloud Wars Top 10 rankings in this first of a two-episode series. The discussion centers on…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Bob McAdam, Tasklet, on Making AI Agents Work in the Real ERP World
In this episode of the AI Agent & Copilot Podcast, host Giuseppe Ianni, Cloud Wars Analyst and thought leader, sits down with Bob McAdam, Head of Strategic…
- Cloud Wars Live with Bob Evans
Google Cloud Jumps to #1 on Cloud Wars Top 10! Oracle Rises to #2, Microsoft Slides to #3
In today's Cloud Wars Minute, I break down why Google Cloud now tops the Cloud Wars Top 10. Highlights 00:08 — This week we have named Google Cloud as the new…
- Cloud Wars Live with Bob Evans
New GPT-5.2 Model Enhances AI Agent Workflows in Microsoft Foundry
In today's Cloud Wars Minute, I look at the continued strength of the Microsoft–OpenAI partnership, despite past tensions, through the launch of GPT-5.2…
- Cloud Wars Live with Bob Evans
The AI Economy: NVIDIA Drives Mercedes-Benz, Google Buys Energy Firm
In today's Cloud Wars Minute, I connect the dots between tech disruption and retail transformation. Highlights 00:15 — We see now the true emergence from what…
- Cloud Wars Live with Bob Evans
AI Rewards Process Discipline, Not Hype | Tinder on Customers
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…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Columbus' Michael Simms on Adoption, Governance, and Staying Ahead of Tech Cycles
Key Takeaways Adoption approach: Successful adoption of AI requires not only technical implementation but also strong data governance, strategic initiatives…
- Cloud Wars Live with Bob Evans
Larry Ellison: Oracle's Grand AI Plan for 2026
In today's Cloud Wars Minute, I look at why private-data inferencing may be the next trillion-dollar AI market Highlights 00:28 — Larry Ellison's grand AI plan…
- Cloud Wars Live with Bob Evans
Pearson CEO Omar Abbosh on Building Trusted AI with IBM
In today's Cloud Wars Minute, I share how big tech and Edtech are aligning to meet the challenges of rapid change. Highlights 00:03 — IBM and Pearson have…
- Cloud Wars Live with Bob Evans
AI Agent & Copilot Podcast: Microsoft's Grant Dess Provides AI Agent & Copilot Summit Insights
Key Takeaways Reflections: Grant reflects on last year's AI Agent & Copilot Summit, acknowledging the in-depth learning opportunities given the newness of AI…
- Cloud Wars Live with Bob Evans
AI-Enhanced Security: ServiceNow’s Bold Move with Armis
In today's Cloud Wars Minute, I explore what ServiceNow’s potential $7B acquisition of Armis could mean for its cybersecurity strategy and its customers…