Podcast Episodes
Back to SearchSAP Q2 Backlog +26% as Ecosystem Becomes Revenue Driver
Episode 906
In today's Cloud Wars Minute, I examine why SAP's biggest competitive challenge may soon come from OpenAI and Anthropic rather than traditional enter…
2 months, 3 weeks ago
OpenAI's Consumer Hardware Ambitions Reveal the Next Phase of AI Adoption
Episode 905
In today’s Cloud Wars Minute, I explore OpenAI’s bold move into AI-powered consumer hardware and what it reveals about the future of trust in artific…
2 months, 3 weeks ago
Microsoft Cloud Q4: Growth Slips from Q3, RPO Surges 84%
Episode 904
In today’s Cloud Wars Minute, I compare Microsoft’s latest cloud results with Google Cloud’s accelerating momentum.
Highlights
00:09 — Microsoft Cl…
2 months, 3 weeks ago
Microsoft's AI Sovereignty Model Could Shape the Future of Government AI
Episode 903
In today's Cloud Wars Minute, I look at Microsoft's strategy for balancing AI innovation with local governance, culture, and national control.
Highli…
2 months, 3 weeks ago
Dear Andy Jassy: Don't Try to Spin Google Cloud Outgrowing AWS By 2X or 2.5X
Episode 901
In today's Cloud Wars Minute, I examine why Google Cloud's explosive growth is redefining the competitive landscape ahead of Microsoft and AWS earnin…
2 months, 3 weeks ago
Google Cloud 390% Backlog Growth: Playing to Win Means Blazing New Trails
Episode 899
In today's Cloud Wars Minute, I look at why playing to win — not playing it safe — is becoming the defining strategy for AI and cloud leaders.
Highli…
2 months, 3 weeks ago
Salesforce Launches MCP Servers to Turn Slack Into an AI Workspace
Episode 898
In today's Cloud Wars Minute, I explain how Salesforce's latest MCP announcement advances Marc Benioff's vision for AI-first enterprise collaboration…
3 months ago
Google Cloud Q2: Revenue +82%, $24.8B, Backlog +390%, $514B
Episode 897
In today's Cloud Wars Minute, I show why Google Cloud is setting the pace in the AI economy despite Microsoft's and AWS's larger scale.
Highlights
00…
3 months ago
Microsoft AI in Education Report: Why Responsible AI Is the Next Big Challenge
Episode 896
In today's Cloud Wars Minute, I look at how Microsoft is helping schools move from AI experimentation to effective deployment.
Highlights
00:08 — The…
3 months ago
Google Cloud + Palantir Growth Rates Show What Enterprises Want from AI
Episode 894
In today's Cloud Wars Minute, I examine why Google Cloud and Palantir have become the fastest-growing companies in enterprise AI.
Highlights
00:01 — …
3 months ago