Cloud Wars Live with Bob Evans

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. Visit Cloud Wars for more.

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. Visit Cloud Wars for more.

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." Visit Cloud Wars for more.

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. Visit Cloud Wars for more.

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." Visit Cloud Wars for more.

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. Visit Cloud Wars for more.

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." Visit Cloud Wars for more.

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.

Top 10 CEO Outlook 2025 series. Krishna shared with Cloud Wars Founder Bob Evans the company's optimistic outlook for 2025 amid geopolitical and economic uncertainties. They also discuss IBM's shift towards software, its AWS and Palo Alto Network partnerships, and how Red Hat has flourished since joining IBM.HighlightsIBM's Optimistic Outlook (01:18)Despite current geopolitical and economic uncertainties, Krishna remains optimistic about technology's role, especially in terms of automation and AI, in driving business transformations. He notes there's an increased appetite for technology globally, including in Europe, as a response to these uncertainties. Technology is a way to deliver better services at lower costs, which makes it an exciting time for the technology business.Focus on Delighting Clients (03:41)IBM exists to serve clients, focusing on delighting them through technology deployment and support. Krishna discusses the importance of taking risks to innovate and the need to cut bureaucracy and unnecessary processes. He emphasizes that partnerships should be win-win scenarios. "Can we expand the pie in which case we both win because the client is happier?"IBM's Shift to Software and Impact on Clients (06:36)There's been a significant shift in IBM's revenue mix, with software now accounting for almost half of IBM's revenue. Krishna explains that software's flexibility allows for incremental improvements, unlike hardware, which often require more disruptive changes. IBM focuses on software and providing unique value to clients in automation, hybrid cloud, data, and AI.Enterprise Adoption of Large Language Models (10:05)Krishna talks about the current state of enterprise understanding of large language models, or LLMs: "If I look at the enterprise understanding of large language models and what we can do for them, it's like we're in the first innings of a baseball game." Krishna advises enterprises to move forward in three steps: First, start with low-risk applications like customer experience functions such as answering service calls, as well as internal enterprise functions. Second, move to a little more risky but not totally risky use cases, like accounts receivable, procurement, and supply chain. Then, step three is applying LLMs to things like oncology and diagnosis in healthcare -- vertical-industry-specific functions. The excitement is more on step three, but customers should initially focus on the first two, where there's a lot of value.Leveraging Automation to Drive Innovation (15:04)All enterprises understand the importance of running lean and using productivity gains to focus resources on high-value activities. Krishna shares that IBM has freed up resources by automating tasks, allowing for more R&D to develop innovative products. He notes that overall employment has increased, but more focus is on high-value activities that enhance growth rates.Red Hat's Growth and Role in Hybrid Cloud (16:59)Red Hat has had impressive growth since joining IBM. Krishna says it has more than doubled its revenue since joining IBM in 2019, now exceeding $6 billion. He explains that Red Hat is the leading hybrid cloud platform, allowing for flexibility in deploying workloads across data centers and cloud environments.R&D as a Growth Engine (21:40)R&D should focus on innovation and quickly bringing those innovations to clients. R&D is about identifying unmet needs. "Henry Ford was asked like, how did you think of the Model T? And his answer was 'Look, if I had surveyed my customers, they would have said they wanted a stronger horse or a longer whip, but the automobile was the right answer.' Krishna mentions that quantum computing is a key area of focus for IBM in terms of research and development.The Benefits of Strategic Partnerships (24:56)IBM's strategic partnerships impact client value and IBM's growth. Krishna notes that half of IBM's consulting team's revenue now comes from these partnerships. He provides the example of IBM helping Delta Airlines move to AWS, while integrating Red Hat and other tools to enhance the client's experience. Krishna talks about a new partnership with security software provider Palo Alto Networks that's expected to generate significant pipeline for IBM's consulting team.Final Thoughts and Future Outlook (27:56)Krishna encourages clients to assign technology the same importance as other critical functions like finance and marketing. "Do you give tech the same importance that you give your CFO?" He reiterates the importance of technology and the need for businesses to adapt to its rapid pace of change. Evans closes by observing that in 2025, there's potential for the Cloud Wars Top 10 companies to exceed $10 trillion in combined market cap. Visit Cloud Wars for more.