Cloud Wars Live with Bob Evans Podcast
1) Benioff Gets Biblical on Death of SaaS, Separate Wheat/Chaff
Business leaders shouldn’t abandon SaaS in favor of AI agents; the strategic question is how they work together.
2) Salesforce vs. ServiceNow: Agentic AI Triggers New Competition
Agentic AI is driving ServiceNow and Salesforce to expand beyond their traditional domains of ITSM and CRM.
3) Microsoft’s Mustafa Suleyman Warns Against the Illusion of Conscious AI: “Build AI for People, Not to Be a Person”
Microsoft AI CEO Mustafa Suleyman warns that believing AI is conscious could lead to mental health risks and misguided calls for AI rights.
4) Google Achieves 33x Energy Cut for Gemini Apps
Google has adopted a completely end-to-end approach to doing this—where they're taking a look at all of the different technology up—
5) Lessons from 1,000+ Reviews on Software Implementation Success
Despite AI hype, most implementations still struggle with basics like data quality, clarity, and stakeholder alignment.
6) ServiceNow Partners with SENAI-SP to Launch AI Skills Training Program in Brazil
ServiceNow and SENAI-SP partner to train hundreds in AI, automation, and low-code skills in Brazil by 2026 — part of a global goal to upskill 3 million people by 2027.
7) Snowflake Grows 32% on Analytics and AI but Competition Intensifies
Snowflake’s Q2 report shows a 32% jump in revenue and rising AI focus, with 25% of customer use cases AI-driven. Ramaswamy warns of intensifying competition from Databricks, Palantir, and the cloud gi...Show More
8) Meta and Google Cloud Sign Six-Year, $10 Billion Partnership
Meta's new multi-billion-dollar partnership with Google Cloud showcases the intensifying demand for AI infrastructure across hyperscalers.
9) Palantir Goes to the Moon! $1B, + 48%
Palantir achieved 93% growth in U.S. commercial sales and crossed $1B in revenue.
10) Oracle to Power Texas Data Center with Gas Generators Amid AI Surge
Oracle and Vantage are developing a 1.4GW data center in Texas, bypassing traditional grid delays with gas generators.