Cloud Wars Live with Bob Evans

At Google Cloud Next 2025, Google Cloud VP and CTO Will Grannis joins Bob Evans to explore how AI is reshaping enterprise technology. Grannis shares how Google Cloud’s OCTO team works with customers on complex challenges, using DeepMind research, next-gen TPUs, and AI-native infrastructure, while noting the fading line between B2B and B2C and the cultural changes needed to adapt.Inside Google Cloud’s AI Strategy Google Cloud Is AI-Native at Its Core: Grannis says that Google Cloud’s approach to AI is foundational. The organization’s mindset, shaped by Google’s long-standing leadership in AI, infuses every layer of its stack, from infrastructure to user interfaces. With a legacy of deploying machine learning at scale for over a decade, Google Cloud doesn’t just offer AI tools—it helps customers reimagine their businesses through AI-native thinking, using products like DeepMind and innovations born across Google’s consumer ecosystem.The OCTO Team Solves the Hardest Problems with Customers: Grannis leads the Office of the CTO (OCTO), a team he jokingly calls “the nerdy Navy SEALs.” They tackle highly complex, unsolved customer challenges that can’t be addressed by existing products. Rather than building solutions in isolation, they co-create alongside customers. They start with business outcomes and design backward.Multi-Modality and Multi-Agent Systems Are the Future: Looking ahead, Grannis predicts that multi-modal AI, i.e. models that process images, text, speech, and even scent, will become the standard. He also foresees a shift from single-function agents to “agentic workflows” powered by multiple orchestrated AI agents. Google is prototyping orchestration with projects like Astra, that signal a future where AI is not only intelligent but contextually aware and collaborative.The Big Quote: “People . . . spend a lot of time just trying to take a PDF and analyze it. It seems very true. It is a pain . . I think that’s one reason why a NotebookLM or a product like that has been so popular because it really attacks like the heart of what people hate doing at work. [AI] puts them in the driver’s seat. They can ask questions, they can do analysis.”Learn more:Check out OCTO, NotebookLM, and Google Cloud.

Inside SAP Business NetworkThe Big Themes:New Organizational Structure: SAP reorganized its internal teams by combining Business Network and Digital Supply Chain into a new unit: Supply Chain Management. While this may sound like internal restructuring, Tony Harris explained that for customers, it signals a major innovation push. A major focus in 2025 will be on supply chain orchestration and supply chain risk — two areas that demand real-time responsiveness and cross-functional collaboration.SAP Business Network as a Response to Tariffs and Disruption: With the rise of geopolitical tensions, trade wars, and tariffs, companies need to rapidly adjust their supplier bases. SAP Business Network helps companies respond to such disruptions. If tariffs threaten certain international suppliers, businesses can use SAP Business Network to quickly identify alternative suppliers in unaffected regions or within domestic markets.Introducing SAP Business Network Promote Subscription: On the very day of the interview, SAP launched a new subscription service called SAP Business Network Promote, designed specifically for suppliers. This offering helps vendors raise their visibility and connect with global buyers on SAP Business Network. Features include enhanced and verified company profiles, uploading of full product catalogs, and access to AI-powered tools for responding to requests for information (RFIs), improving content, and correcting invoice errors. Suppliers also receive robust data insights.

Episode 50 | AI Agents in ActionThe Big Themes:The Rise of 'Agent Ratios': As companies roll out more AI agents, the "agent-to-human ratio" could become a useful AI maturity indicator. Currently, we’re seeing early adoption — with Oracle reporting that only 5–10% of its customers have put agents into production. These early use cases focus on low-risk, easily-automated tasks. It’s a cautious start, but the trajectory is upward. Bonnie points out that once the groundwork is laid, the pace of adoption will likely accelerate, yielding increased productivity.Four Smart Questions for Evaluating Enterprise AI Initiatives: To help customers decide whether to adopt AI capabilities, Bonnie offers four key questions: (1) Is it available to me? Not all customers have access to AI features; infrastructure matters. (2) Do I need or want it? Weigh the risk-reward tradeoff, especially in terms of time and internal resources. (3) Is my data protected? Ensure your vendor offers strong governance and compliance support. (4) What is the time to value?Knowing When to Leap and When to Wait on AI Adoption: Should companies wait or dive into AI now? Her advice: it depends. If your organization is in a fast-moving, innovation-driven sector, early adoption is essential to stay competitive. Waiting could mean falling behind. But for highly regulated industries or companies unused to rapid tech change, a cautious approach makes sense.

Manoj Swaminathan, the President and Chief Product and Technology Officer for SAP Intelligent Spend, dives into the transformative power of the SAP Business Network. He discusses how traditional ERP systems limit visibility and collaboration, and how SAP's innovations are breaking these barriers. Companies leveraging this network report significant boosts in delivery speed and efficiency. Swaminathan also explores the critical role of AI in enhancing supply chain resilience, ensuring organizations remain agile amidst disruptions and shifting demands.

The Big Themes:AI and Humans Working Together: Salesforce envisions a future where AI and humans collaborate rather than compete. Rather than replacing human jobs entirely, AI is seen as a tool that enhances human productivity by handling repetitive tasks, improving decision-making, and streamlining workflows. Salesforce’s AI-driven offerings, like Agentforce, are designed to integrate seamlessly with existing systems to empower employees.Rapid Adoption of AI Agents: At Dreamforce, Salesforce onboarded over 10,000 companies onto Agentforce in just three days, demonstrating the speed at which AI adoption is occurring. This large-scale deployment suggests that businesses are eager to implement AI-powered solutions that can immediately improve efficiency. Unlike traditional software rollouts, which can take months or even years, Salesforce’s AI systems can be integrated within minutes, allowing companies to see immediate benefits.AI’s Future Includes Robotics: Salesforce anticipates that AI will soon extend beyond digital applications and into robotics, enabling automation in physical environments. AI-powered robots could be deployed in manufacturing, logistics, field service, and even household tasks. For instance, AI agents could be embedded in robotic systems that perform maintenance, deliver goods, or assist with healthcare services.The Big Quote: "Our CEO, Mark Benioff, kind of kidded around in Davos to a room full of CEOs saying, 'Congratulations, you're the last CEOs who ever managed an entirely human workforce . . . the punch line is, going forward, there's going to be AI and humans working together to help customers on every company around the world."

The Big Themes:Rapid Evolution in Enterprise AI & Cloud Technologies: The pace of AI-driven change in enterprise software is accelerating, making it essential for companies to keep up with frequent updates and enhancements. Major vendors like SAP, Workday, and Oracle are rapidly evolving their AI capabilities, offering new tools and features to meet growing business demands. Companies that fail to adapt risk falling behind as competitors leverage AI for efficiency and innovation.The Databricks Breakup Prediction Example: A compelling illustration of AI’s potential came from Databricks’ origin story: an attempt to predict relationship breakups based on digital footprints. There's a fundamental AI challenge — single-source data (e.g. judging only by a single social media page in the breakup predication example) is insufficient for accurate predictions. Instead, AI requires comprehensive, multi-source data aggregation to generate meaningful insights. This principle is now applied in enterprise software.The Growing Importance of AI-Powered Business Suites: A key takeaway from recent developments is the increasing importance of AI-first, suite-first strategies. SAP, Workday, and Oracle are all prioritizing integrated AI across their application ecosystems, making AI a core component rather than a peripheral feature. This shift reflects growing customer demand for intelligent automation, predictive analytics, and enhanced decision-making across business functions.

Validated Partner Status Enhances Client Confidence and Outcomes: Infosys' achievement of becoming an SAP-validated partner for RISE with SAP ensures that Infosys provides a predictable, standardized, and scalable approach to cloud ERP transformations. Clients gain clarity on transition strategies, enabling them to adopt clean core principles and maintain differentiation in their business processes. This rigorous partnership offers assurance about time, cost, and risk in transformation projects.AI-Driven Solutions and Industry-Specific Playbooks Add Value: Infosys leverages AI-first approaches and solutions, such as Infosys Cobalt and Topaz, to drive client transformations. By focusing on industry-specific playbooks and workflows, Infosys reimagines business processes, such as order-to-cash, with AI-driven efficiency. The use of 40+ AI-infused accelerators enables rapid adoption and delivers measurable benefits, like enhanced customer satisfaction and reduced errors.The Critical Role of SAP’s Business Technology Platform (BTP): SAP’s BTP plays a vital role in helping clients maintain clean core principles while allowing unique business workflows to operate independently. Infosys supports this transition by building customer-specific solutions on SAP BTP. For example, an electric utility company reduced billing errors by 30% and enhanced customer satisfaction through predictive insights enabled by Infosys’ intelligent customer insights solution built on BTP.The Big Quote: “We are leveraging AI for the cloud ERP implementation by embedding AI in the various services we deliver to clients, whether it is code generation, whether it is knowledge acquisition, whether it is using more nuanced industry solutions . . . so that it is leading to improved quality, higher productivity and accelerated timeline for execution."

Salesforce's Excitement for 2025 and the Role of Agents (01:04)Benioff shares his enthusiasm for the current technological moment. He explains that agents will help businesses operate at lower costs and improve key performance indicators (KPIs). Agents are being rapidly adopted, with Salesforce deploying its agent platform at scale and significantly reducing the workload on human support agents. "We are in an opportunity, I think, for all of our customers, to connect with their customers in this incredible new way that we call agentics or agents . . . we're witnessing something I think, that we've only seen in the movies."Salesforce's Market Position and Digital Labor (02:35)Salesforce is the second largest software company in the world, with a $38 billion market cap and $12.9 billion in cash flow. "I think we're one of the first enterprise software companies to deliver an agentic platform at scale with the level of performance and capability that everybody wants." Its platform, Customer 360, integrates various products, creating a comprehensive solution. It's well-positioned to address the issue of digital labor, which has the potential to transform businesses. Benioff says there's a multi-trillion-dollar total addressable market (TAM) for digital labor.The Importance of Data and AI in Salesforce's Strategy (10:30)Benioff outlines three core initiatives at Salesforce over the past 24 months: integrating acquired apps into the core platform, developing a high-performing data cloud, and enhancing the agentic layer. He discusses the importance of a unified data model and the integration of the data cloud with Salesforce's apps. AI and machine learning have made many advancements in recent years and while AI is not yet perfect, it has significantly improved over the past decade.Salesforce’s Core Values and Commitment to Partnership (15:29)Salesforce’s core values — trust, customer success, innovation, equality, and sustainability — have remained unchanged for 25 years. As Salesforce moves into new technological frontiers, including AI, Benioff stresses the importance of transparency, communication, and collaboration. "We are moving into a new world together, and we're going to be better together." He reaffirms Salesforce’s dedication to working closely with customers and welcomes them into the future of innovation and technology.The Role of Agents in Enhancing Human Potential (17:11)Benioff discusses the potential of agents to enhance human capabilities, citing examples from Disney and Gucci where AI has improved employee performance and customer satisfaction. "We also saw that in Gucci, for one of the call centers where we deployed this technology, revenue [rose] 35% because the agents were just making those employees just better." He touches upon the need for rebalancing roles within the company as AI takes over certain tasks, ensuring that employees are continuously skill-building and evolving.The Future of Agents and Applications (20:50)He addresses the misconception that traditional databases and applications will be entirely replaced by voice-driven AI interfaces, like those depicted in the movie Her. He explains that AI models are not data storage systems but intelligence engines that augment and extend existing capabilities. While AI is evolving rapidly, Benioff says that current enterprise systems still rely on databases, applications, and workflows. He clarifies that AI will complement these systems rather than replace them entirely.

Episode 48 | Enterprise Innovation Meets AI PowerThe Big Themes:Workday's Strengths: Workday is carving a strong niche in HR and financial data management, two areas ripe for innovation through AI. The company has identified talent management, recruiting, and onboarding as key areas where AI can drive efficiency and improve decision-making. This emphasis on HR tech makes Workday attractive to organizations looking to modernize their HR processes.Adoption Challenges: One of the biggest challenges in 2025 for AI in the enterprise software space will be customer adoption. Whether it's overcoming resistance to change, integrating new systems with legacy platforms, or ensuring employees have the necessary skills to use AI effectively, the road to widespread AI adoption can be bumpy. Vendors must provide practical, easy-to-understand use cases that demonstrate AI's value.Oracle's Complex Implementations: Oracle’s enterprise solutions are often criticized for their complexity, particularly when it comes to implementation. The flexibility that Oracle provides means customers can tailor solutions to fit their specific needs, but this level of customization often requires substantial technical expertise and time. Oracle’s challenge will be to find a balance between maintaining this flexibility and simplifying the implementation process.The Big Quote: “AI has to be able to cross multiple parts in multiple applications to synthesize all that information together. AI makes it easier for these systems to have integration, so to speak, as long as the provisioning is all within the same suite of products . . . For customers, having everything under the SAP umbrella or the Oracle umbrella or the Workday umbrella across multiple lines of business is, in the age of AI, going to be really helpful, because then your agents are able to be that much more effective."

Bill McDermott, CEO of ServiceNow and a tech industry veteran, delves into AI's transformative role in business strategies. He reveals how companies are shifting from curiosity to implementation of AI for better customer service and operational efficiency. McDermott highlights the concept of Agentic AI, emphasizing its ability to unify siloed functions for greater productivity. He also discusses the critical importance of customer trust as a foundation for innovation, showcasing ServiceNow's commitment to integrating advanced technologies and maintaining strong client relationships.