Cloud Wars Live with Bob Evans

In today's Cloud Wars Minute, I break down Aneel Bushri’s powerful case for pairing AI with enterprise apps. Highlights 00:02 — There are some wild things going on in the enterprise software business, some of it rational, much of it irrational. But the big issue right now is for customers, partners, and the software vendors, the Cloud Wars Top 10 , to figure out what is going to be the right way f...

In this AI Agent & Copilot Minute, Mason Siefert outlines how Microsoft’s latest enhancements to Copilot Studio — especially the new tools in the Power CAT Copilot Studio Kit — are designed to bring structure, governance, and measurable quality to enterprise-scale AI agents. Key Takeaways Rubrics refinement: The headline feature in the updated kit is the rubrics refinement tool, which addresses a...

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 discussion right now about the impact of AI on the job market. Microsoft AI CEO Mustafa Suleyman has weighed in on this debate regarding the pace of AI innovation and its impact on employment. 00:53 — “I think that we're going to have a human-...

Key Takeaways SEO evolution : Most people prefer having answers given directly rather than searching for them, which is reshaping how information is accessed. As a result, Search Engine Optimization (SEO) is evolving toward AI-driven assistants and agents that deliver faster, more personalized responses than traditional web searches. AEO & GEO : Two approaches emerging from this shift are Answer E...

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 of the things we're seeing here in early 2026, as so many things change around the tech industry and customer expectations, is that three old timers in the Cloud Wars Top 10 —Microsoft, SAP, and Oracle — for each company, 50% or more of its...

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 , bestselling author of "Play Bigger," to explore the shift from knowledge worker to “creator capitalist.” Lochhead previews his new book, "Creator Capitalist," which he will officially launch at the 2026 AI Agent & Copilot Summit NA in San Diego, o...

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, have you heard of AI recommendation poisoning? It could become a major security issue in the AI Era. Microsoft researchers have found a large number of instances of AI memory poisoning attacks — a kind of prompt injection specific to AI assista...

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 stories of 2026 has been the ongoing rise of Palantir, a true unicorn at 23 years old, but still a unicorn in the enterprise software business and its incredible growth. In Q4, its revenue is up 70% to $1.4 billion, and it's projecting 61% growt...

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." The session will focus on how organizations can move beyond AI experimentation to build a secure and productive AI strategy. "AI is incredibly powerful," he explains, "But you need to just make sure that you're set up to take advantage of it...

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 to talk today about how Google Cloud, the number one company on the Cloud Wars Top 10 , has partnered up with its longtime customer, Unilever, to develop what I'm calling an AI-powered marketing and fulfillment engine for the AI economy. 00:5...

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 space. Peter Steinberger, founder of OpenClaw, has joined OpenAI. Now I'll start by giving you some background on OpenClaw and its significance in the industry, followed by my commentary on why this is such a shake-up. 00:56 — Perhaps the m...

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 booming start. One of the numbers we saw was that Amazon is committed to spending $200 billion in CapEx in calendar 2026. That will be, by far, the largest CapEx expenditure in a single year that any company in any industry has ever made. So, trul...

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 to Cloud Wars Minute. The big thing is ServiceNow. As Bill McDermott says, ServiceNow is hungry and SaaS is on the menu. He went to great lengths in ServiceNow's recent Q4 earnings call , and also in a follow-up interview with Jim Cramer of...

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 recently reported on ServiceNow ’s expanded collaboration with OpenAI. That agreement makes OpenAI’s models the go-to solution for companies running upwards of 80 billion annual workflows on the ServiceNow platform. 00:17 — Now, ServiceNow has...

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 change at the top of Workday. And I want to point out somebody who's been a real superstar in this business and that's Workday co-founder, former co-CEO, former CEO , chairman, executive chairman, resigned as CEO, now back in as CEO, Aneel Bh...

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 00:02 — AWS and NTT DATA, an IT and business consultancy, have announced a multi-year collaboration agreement aimed at helping enterprise clients modernize legacy systems and adopt responsible agentic AI at scale. The companies are combining...

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 wild numbers being thrown around here early in 2026 as we think about the CapEx investments that the four hyperscalers — Microsoft, AWS, Google Cloud, and Oracle — are making to build up their AI factories, their AI and cloud infrastructure t...

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 explore how AI agents, automation, and mindset shifts are redefining business. Their discussion spans TMC’s acquisition of TMG, leadership in the partner ecosystem, and why reimagining work is critical now, setting the stage for conversations at...

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 adoption is security . It’s essential to get it right the first time and not backtrack, because compared to the security risks of the past, AI tools and the vast swathes of sensitive data they leverage are in a league of their own. 00:25 — To miti...

In this latest episode of Cloud Wars Live, Bob Evans i s joined by Colleen Kapase , Vice President of Channels and Partner Programs at Google Cloud, and Rakesh Sancheti, Chief Growth Officer at Tredence. Together, they explore how agentic AI is transforming enterprises from insight-driven organizations into adaptive, reflexive businesses. The conversation highlights how AI agents , data foundation...

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 10 here at the beginning of 2026. Driven by trends in the financial results that the three biggest hyperscalers: Microsoft, Google Cloud, and AWS are reporting. There are changes taking place at the top among those companies, in terms of cus...

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 final hyperscaler numbers in now, so we can do some comparisons here. AWS reported a very strong Q4 numbers late last week. I want to talk about that in two contexts. First of all, those numbers themselves and the very nice performance AWS put...

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 the adoption of agentic AI technology will have significant consequences for businesses. There’ll be increased productivity, the ability to reskill employees who have more time to focus on other areas of the business, and opportunities to exp...

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 on the tremendous job Google Cloud has done in building sort of the twin pillars: AI and cloud, the way its customers are building for the future, not just perfecting what they've done in the past. 00:27 — And also the company's impressive g...

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, Enterprise AI Advocacy at Microsoft, to explore what it really takes to move AI agents and copilots from experimentation into production. Their conversation previews Sarkar’s keynote at the 2026 AI Agent & Copilot Summit NA and dives into prac...