Cloud Wars Live with Bob Evans

Bob Evans
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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.

  1. 20 giờ trước

    Has OpenAI's 'AI SuperApp' Turned Into Vaporware?

    In today's Cloud Wars Minute, I ask whether OpenAI has quietly abandoned its AI super app as customer confusion around AI continues to grow. Highlights 00:02 — I wonder if over at OpenAI it's got a detective case going on here — the case of the missing AI super app. This is a concept, an idea that OpenAI floated very visibly, very demonstratively five months ago at the end of March, when the company put out a landmark blog post outlining its valuation. 00:44 — It laid out in detail its plans, its strategy, how, you know, compute is the base, then models, then that leads, you know, to other steps, all of which makes businesses and individuals more capable. 01:48 — But, in the August 24 Sarah Friar post on LinkedIn, there was zero mention of this AI super app. Now, was it just an oversight? I don't think so. Sarah Friar's pretty good with the details, pretty good with the strategy, and I wonder if, in hindsight, they're saying, you know, customers are already being overwhelmed with so many new things. 02:47 — What seemed like a great idea five months ago might not be such a great idea now. They've perhaps got other priorities, and I just think this notion of calling something a super app comes at a very bad time. I've got a detailed article later this morning on CloudWars.com where I offer a lot of context, and I compare side by side. 04:44 — I think, therefore, that it's possible that OpenAI has rethought this and said, "We're going to blow by this AI super app thing. It's just too much novelty, too much of a distraction, perhaps too much confusion for customers here to deal with when they have so many other highly relevant, urgent things to grapple with now." Visit Cloud Wars for more.

  2. 1 ngày trước

    ServiceNow Becoming Cybersecurity Powerhouse: McDermott's Grand Plan?

    In today's Cloud Wars Minute, I examine three signs that ServiceNow is positioning itself to become a cybersecurity powerhouse. Highlights 00:02 — We've recently seen ServiceNow position itself as a security powerhouse, and I wonder if that is ultimately the grand plan, the grand vision of CEO Bill McDermott. We've heard and seen ServiceNow sort of evolve its overall position. It's tinkered around with the Control Tower platform and so on. We've seen it now centered on this AI Control Tower for business reinvention. 00:50 — So, on July 22, it had its Q2 earnings call, and McDermott's opening remarks were heavily, heavily focused on their fast-growing security business. He said it's the fastest-growing major security vendor in the world. He said it's now the eighth largest. He talked about how quickly that part of ServiceNow's business is growing, and he used some very colorful examples of why this is so important. 01:34 — A couple weeks after that, on August 3, ServiceNow named a new chief marketing officer. That chief marketing officer held the same position, CMO, at Armis, a cybersecurity company that ServiceNow has just acquired. So, of all the people, you know, who might be more involved in platform reinvention, McDermott chose as the company's new CMO somebody who was specializing, at the time of the acquisition, in cybersecurity. 03:41 — This AI Control Tower for business reinvention is very nice, and I think it sounds good. I think it's temporary. I think the cybersecurity place is where they're going to go to. And again, I just track that right back to the July 22 Q2 earnings call. Of all the things in the world Bill McDermott could have chosen to talk about, he could have gone into great detail about the AI Control Tower. 04:39 — I would expect that ServiceNow is going to try to straddle those two areas, AI Control Tower and cybersecurity, saying they're really two sides of the same coin. But I think for customers, it's going to provide a lot of clarity about where the company is headed, where they're going, and how they'll be able to build out unique capabilities across industries. Visit Cloud Wars for more.

  3. 2 ngày trước

    Marc Benioff Turbocharges Salesforce with Claudeforce + Anthropic

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  4. 3 ngày trước

    CEO Aneel Bhusri: 'This Is Workday's Moment'

    Highlights 00:02 — Workday last week reported its Q2 results. They came in pretty strong, and I think if we look at the tenor of some of the comments that co-founder and CEO Aneel Bhusri made on the Q2 earnings call last week, we'll see that he's generally pretty low-key. But he's quite bullish now about what's going on with the early momentum Workday is gaining from its AI products. 00:49 — First, quick overview of some key Q2 numbers. Subscription revenue was up 13.9% to $2.47 billion. Its current RPO was up 14.2% to just over $9 billion. And for all of fiscal '27, which will end January 31, its guidance now says that the company expects to grow 13% to about $9.945 billion. 01:54 — AI tools drove more than $100 million in annual contract value in Q2. Workday is very excited about that and believes that that shows good evidence of the uptake from customers and the rising demand for these AI solutions. Also, the AI run rate for AI SKUs, as Workday calls it, across the company is now almost $600 million, and it said that's up 200%. 02:55 — And then what I'm calling the power of enterprise context. Bhusri said said, "We're an enterprise context company." And he said that context — who reports to whom, who pays the bills, where different people are organized, and so on — all those little sort of unstructured things that go on within corporations. Workday has it. 03:35 — So, it has been six months now since Aneel Bhusri returned to Workday as CEO. He felt that with the rise of AI, the AI revolution, that it was time Workday needed to have a deep technologist in the CEO spot, leading the company through this tumultuous change. So, he's increased the pace of technology innovation. He has got the growth rate moving back upward. Visit Cloud Wars for more.

  5. 6 ngày trước

    Microsoft Embraces AI Consumption Pricing as Developer Demand Accelerates

    In today's Cloud Wars Minute, I break down Microsoft’s evolving AI consumption strategy and how it compares with Salesforce, UiPath, and other major industry players. Highlights 00:19 — Microsoft just announced the GitHub Copilot harness for Copilot Studio — a really cool new capability that enables an agentic reasoning loop. 00:33 — As part of this release, it said that on September 1, it's going to start charging for consumption on the GitHub Copilot harness specifically. This is an interesting move for Microsoft because 90% of Fortune 500 organizations have actually given developers a way to be able to explore their curiosity and consume this technology 01:12 — To compare and contrast in this space, Microsoft on the GitHub Copilot harness is giving $0, if you use the Copilot Studio standard harness, there's actually free allocation for developers to go play with this. Now, if we compare this to other players in the industry, such as Salesforce, which Agentforce provides 200,000 Flex Credits to be able to come in. 02:05 — What I would tell you is that I'm expecting that this is going to not necessarily be something that will be able to continue in a market where there's a lot of demand. Just to give you perspective, when GitHub Copilot was doing this before, it took about seven weeks for them to realize that there was a problem with this, and they corrected it. 02:50 — This is lining up to Satya Nadella back on July 29th, saying that it's evolving its business model to go beyond per-seat licenses and are leaning into consumption. So, we will continue to see these types of things, and I expect to see other growing pains like this for all vendors as consumption starts to become the new metric. Visit Cloud Wars for more.

  6. 6 ngày trước

    Google Cloud and Mahindra Bring Gemini Enterprise AI Directly Into Vehicles

    In today's Cloud Wars Minute, I look at how Google Cloud is expanding the Gemini ecosystem into the automotive world through its partnership with Mahindra. Highlights 00:03 — Google Cloud is partnering with the Indian automobile manufacturer Mahindra to get Gemini Enterprise installed directly into its vehicles. That's another interesting example that we're seeing here of AI leaping out of the digital space and becoming something much more physical. 00:23 — In this new development, the automotive agent in Gemini Enterprise is being integrated into MAIA, Mahindra's Artificial Intelligence Architecture platform. Beyond being a voice assistant, Gemini can understand natural language requests and actually interact with a car and its functions. 00:41 — Sashi Sreedharan, Managing Director of Google Cloud India, explained that "by enhancing its in-vehicle assistant with an automotive agent built on Gemini Enterprise, Mahindra is creating personalized and helpful conversational interactions for navigation, search, media communication, and other vehicle controls that will help drivers navigate and explore rich features in a more natural and helpful way." 01:13 — What we're seeing here is pretty significant: AI operating at the edge, with this idea of the digital and physical working together, and the car becoming the AI endpoint. This is also a really important way for Google Cloud to expand the Gemini ecosystem beyond smartphones, PCs, and enterprise software. 01:37 — The real opportunity that I see here isn't necessarily about Gemini as an AI assistant, but where the tech is embedded; it's those all-important endpoints. Visit Cloud Wars for more.

  7. 27 thg 8

    Microsoft, GitHub, and Anthropic Reshape AI Developer Economics

    In today’s Cloud Wars Minute, I look at how AI monetization is moving beyond execution and into creation as agentic development becomes more costly and valuable. Highlights 00:15 — One of the things that I want to talk about today is the meter moving upstream. A lot of this has to do with the fact that what we're starting to see is that the cost that is associated with the actual build process is starting to get really high. And the reason behind that is the concept of an agentic reasoning loop and the cost that's associated with the build process. 01:35 — And what you're starting to see is that the build is actually costing a lot more because of the fact that we're using these different AI models in an agentic reasoning loop to be able to go do the build process. An example of this would be Microsoft starting to charge for the creation of agents inside of Copilot Studio. 02:03 — This is not something that's new in the industry because of the fact that we see other vendors that have tried this across the board. An example is that is exactly what you see in GitHub Copilot and Claude Code. These are definitely going to be tools that are building and being able to execute, and we're seeing a massive amount of adoption in this space to be able to allow builders to be able to build. 02:49 — We definitely are going to see some movement in this space. We're probably going to see each of these different vendors want to compete on who can give the best experience and do it in a cost-effective way. It's going to be very interesting to see how this starts to play in the concept of discoverability of different products and of different vendors. Visit Cloud Wars for more.

  8. 27 thg 8

    Salesforce Q2 Growth Slips But New AI Products Plus Big Anthropic Deal Point to Future Acceleration

    In today's Cloud Wars Minute, I analyze Salesforce’s latest results and why Dreamforce could be critical for proving its AI opportunity is here now. Highlights 00:03 — Salesforce yesterday released its Q2 results, and I'd say that while there's some very good things in there, it's a little bit of a mixed bag relative to what some other companies in its category are doing. But let's take a look at this because I think the big, the big news here, aside from the numbers, is Salesforce announced a huge new partnership with Anthropic. 00:41 — Customers will be able to tap into the power of Anthropic reasoning with their Salesforce applications and agents and data. So I think that offers a lot of potential for the future. But some of the key numbers here: we saw Salesforce revenue go up 11% for Q2, ended July 31. That's $11.3 billion relative to Q1. 01:30 — Its AI and data products—starting to break those out—said they now have an annualized revenue run rate of about $3.85 billion, almost $3.9 billion. It said that's up 210%, and then for Agentforce, annualized run rate of almost $1.5 billion, it said that's up 240%, and this, that. 02:43 — Combine that with the incredible presence of Salesforce applications and agents all over the world, all sorts of businesses. Bring those together. I'm sure for Anthropic, this is great too, as they aspire to become an enterprise powerhouse. The Salesforce partnership and connection here gives them entrée to some huge customers and huge opportunities. 04:21 — It's got to step up the urgency on that, and I think the deal with Anthropic is going to be just the medicine that's needed here for Salesforce. Got a detailed article that'll go into this on CloudWars.com, and we'll be following up more next week with the analysis of what Marc Benioff and others talked about on the earnings call. Visit Cloud Wars for more.

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Giới Thiệu

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.

Thông Tin

  • Nhà sáng tạo
    Bob Evans
  • Năm hoạt động
    2018 - 2026
  • Tập
    600
  • Xếp hạng
    Sạch
  • Bản quyền
    © Bob Evans
  • Trang web chương trình
    Cloud Wars Live with Bob Evans

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