Cloud Wars Live with Bob Evans

Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight.Episode 10In this episode, Sean says Andy Jassy has been an incredible CEO of AWS. He says AWS would be one of the 10 most valuable companies in the world the day it went public. And he understands that it basically works for everybody in the world – except for Jeff Bezos. He says there are a ton of customers making very different decisions if AWS was a standalone entity. But, he says, will the CEO of Kroger compete with Whole Foods? He doesn’t think so.Sean says Microsoft and Google are doing in the cloud space exactly what retailers, healthcare companies, and banks, etc. They’re saying, “What’s our incumbency advantage, and what are we best in the world at?”I tell him that Peter Steube, one of our latest Digital All-Stars, has a 10-year trendable data from CIOs and CTOs about the enterprise purchases they’re making. Peter says there is absolutely no question that in the last six months Google Cloud has gone up dramatically – and also Microsoft. Sean says it’s hard to uncouple Google Cloud from the rest of the Google digital advertising business.Sean says AWS needs to be set free. He says that’s a prediction he’s feeling much better about here in February than he was when he made it in January. See acast.com/privacy for privacy and opt-out information.

We're delighted to introduce a new monthly guest on Cloud Wars Live: Peter Steube, managing director of Enterprise Technology Research (ETR), will join us each month to discuss enterprise-IT buying trends among big-company CIOs and IT decision-makers around the world. ETR (www.etr.plus) has developed an extensive database of IT buying tendencies over the past 10 years, and tracks whether those buyers are likely to buy more, hold steady, or buy less from specific IT vendors. Peter's monthly sessions on Cloud Wars Live will come under the handle "Steube on Spending."In this episode: Peter Steube says ETR stands for Enterprise Technology Research. At the core of his business, he says, they’re data scientists. He says what ETR has been doing in that time period is building an active network, in which CIOs, CTOs, IT executives, and IT decision makers can do large-scale surveys. He says ETR also works on planned evaluations of emerging technology vendors.Peter says ETR’s primary audience are professional investors, specifically focused on late-stage, publicly-held enterprise tech companies. And he’s proud to say ETR works with some of the largest global hedge funds and mutual funds.He says in early 2020 they’re on pace for approximately 100 interviews with CIOs. They are fully recorded, transcribed, and housed in a searchable library on the platform.Peter says ETR has a formula down to two key metrics – the overall number of respondents, and the proprietary metric called the net score. The net score measures the overall health and trajectory of spend. He says contained in this research is 10 years of survey responses – and a lot of cool tools.Peter says with Thomas Kurian running things, the Google Cloud Platform could change quickly. He says they’re a likely alternative to AWS and Azure, and they seem to be taking a page from AWS’ book. I say to Peter, four or five days ago I saw an interview with Thomas Kurian in which he said, “We’re focused on executing our business plan – and we don’t get caught up in those things.”You can visit Peter at www.etr.plus, and you can participate in their surveys and receive access to their research. See acast.com/privacy for privacy and opt-out information.

Each month, Tony Uphoff, visionary CEO of Thomasnet.com, joins Cloud Wars Live for a recurring segment. “Uphoff on Industry” will explore the innovations, upheavals, and breakthroughs reshaping the the world of manufacturing and industrial markets. Join Tony and me as we discuss disruptive new trends in the digital-industrial world. These include how we design, source and manufacture products. And also the new ways in which industrial companies are getting up to speed on marketing, sales and customer experience.Episode 10In this episode: Tony says we have the benefit of having had a ringside seat at a lot of these market transitions. He says it always surprises you how long it takes for them to happen – and then the speed with which they ultimately happen. Tony says he thinks we’re at one of those stages right now, with industry 4.0 and digital transformation.Tony says if you look at the valuations of a tech company, it’s much, much higher than a manufacturing company. Tesla is an outlier – sure, he says, they’re bending steel just like the others, but they’ve clearly fused tech at the center.He says a sunflower moves based on the angle of the sun – and that’s what SunBot, a company that captures 90% of the sun’s rays does. It emulates nature, and it’s creating a whole new solar technology.Tony goes on to say it was his chief technology officer who raised the idea that Thomas should develop a business unit called “Thomas Industrial Data,” to sell datasets into the buyside financial institutions. Tony says when he brought that up, he said, “please call me in a month.” But he was right, because the CTO was able to see that much quicker than anybody else in the company.He says he lives in a glass house too, and he’s trying to understand what customer success really means. He says if you’re in the wrong hands, and you’re wildly overpromising on something, and you don’t know exactly what it is. But he says if you go to the other end of the spectrum it’s a license to upsell you after you’ve bought the core product or service.Tony goes on to say that China assembled a 40,000 square-foot hospital in 10 days to assist people for the Coronavirus. They used prefabricated materials, and he is an awe of that.Tony’s podcast is on all the major platforms as well as https://ThomasNet.com. You can also subscribe to Thomas’ daily email newsletter at at https://www.thomasnet.com/insights/. See acast.com/privacy for privacy and opt-out information.

Each month, “Lochhead on Different” episodes will explore the need to differentiate people, products, and services in a world that encourages a lot of imitation. A best-selling author, top podcaster, and former tech-industry CMO, Christopher Lochhead is a student of not only business and technology and marketing but also human nature, human folly, human genius, and very human joy.Episode 10In this episode, Chris kicks off with John Doerr of the legendary venture capital firm Kleiner Perkins – who famously said the internet was underhyped. He took heat for it – but guess what, John was right. Also, he says Kevin Maney, who co-authored Play Bigger with Chris says the cloud is also underhyped.He says his buddy Big Ben Rewis is advising a startup called Verdant Robotics. They have sensors on plants that are able to detect moisture levels – a/k/a chill hours – and the more chill hours the better, because trees sleep longer in hibernation when it’s colder.He goes on to say that Steve Pratt has a company called Noodle.ai, and their mission is to optimize manufacturing and supply chains. Forty-percent of the food on the planet rots. And 40% to 50% of trucks on the road are empty because they are not optimized – and that creates 42 billion wasted miles, and over 97 million tons of CO2.He says when he was with a company called Mercury that got its start in quality testing it went like this: “Test, test, test. Monitor, monitor, monitor.” Not so for Shadow Inc., which produced an app in two months that screwed up the entire Iowa Caucus.Chris says that a podcast featuring a husband and wife team called Phelim McAller and Ann McElhinney are following the Harvey Weinstein trial, day by day. They have actors in LA read the pieces, and they stitch things together overnight. He says it’s groundbreaking.I tell Chris that people are saying this is the end of innovation. And I say that a bureaucrat was running the U.S. Patent Office in 1907, and he said, “We should now shut down the U.S. Patent Office because everything that can be invented has been invented.”He then turns to the Coronavirus. Corona beer surged over 3,200% globally on Google, and Chris says, “Are those people allowed to vote – or to procreate?” I joke that, “I've got to run because I've got a case of Corona beer that I've to get rid of. I just heard that it's deadly.” See acast.com/privacy for privacy and opt-out information.

“Sadin on Digital” episodes explore the fast-changing and high-stakes world of digital business. Wayne Sadin and I focus in particular on what CEOs and boards must do to lead their companies successfully into the Digital Age. Today, we talk 2020. Wayne shares his predictions, ideas and recommendations for boards and the C-suite.Episode 12In this episode: Wayne begins with the term “Shadow IT,” which are systems built within organizations and used without approval. He says, let’s do a little history lesson: In years past there were only mainframes. And then we had minicomputers, and they begat PCs, and people could say, “I can do stuff on this. I just need this thing on my screen.” And that turned into, “Why don’t I share that nice Excel spreadsheet with this other person?” And then that other person shared it with yet another person, and before long it gets published as one of the corporate financials.Wayne says there is a book by Fred Brooks called “The Mythical Man Month,” and it’s one of the seminal works of managing IT. Wayne says it talks about the notion that if I’m building a system for me it takes X effort. And if I’m building for other people, it takes three times that effort. By the way, Fred Brooks was the architect of the IBM System 360 software package – the biggest software product ever delivered.He says the problem with databases is they are being hit millions and millions and millions of times a day – or maybe billions if companies have an IoT situation. Organizations have machines sending machine messages, he says, and people don’t want to let end users into the database. He says it’s known colloquially as the query from hell.He says companies moving to a SaaS-based ERP, and a cloud-based ERP can get multiple benefits. Microsoft, Oracle, Salesforce, Workday, and others have what are called “data lakes,” which are structured and unstructured data.Wayne talks about “horses for courses” – if you’re changing something that touches the general ledger or is ever reported in external financials to investors or customers, you have to have a level of control. It’s not a free-for-all, and the system will magically keep you from doing a stupid thing when you’re making a calculation. See acast.com/privacy for privacy and opt-out information.

Each month, Tony Uphoff, visionary CEO of Thomasnet.com, joins Cloud Wars Live for a recurring segment. “Uphoff on Industry” will explore the innovations, upheavals, and breakthroughs reshaping the the world of manufacturing and industrial markets. Join Tony and me as we discuss disruptive new trends in the digital-industrial world. These include how we design, source and manufacture products. And also the new ways in which industrial companies are getting up to speed on marketing, sales and customer experience.Episode 10In this episode: Tony believes that 2020 will be the year where industry 4.0 really takes off. The increase he says, of products and services such as robotics, advanced manufacturing systems, additive manufacturing (a/k/a 3D printing), electronic components and sensors, have finally converged.Tony says that 5G will open up packets of information at volumes we haven’t dreamed of before. He says that 5G connected to additive manufacturing will put small manufacturing facilities closer to a company’s customers.Tony says that Apple, Amazon, Google, and Microsoft are all manufacturers. But in a different era we would have said, “no, they’re software companies.” But if you actually look at the business they’re in, he says, enabling technologies are allowing us to rethink what is a manufacturing company.He says a Toyota plant in the Midwest did a $1.5 billion upgrade to every system – including AI and robotics. And here’s the kicker: It created more than 500 jobs.Tony says Boeing is struggling to figure out who the company is in today’s world. He says they made some really, really bad decisions. And because of that, Boeing’s very large customers are backing up and saying, “Maybe you aren’t who we thought you were.”Tony says when Steve Ballmer was the CEO of Microsoft, it was all about market share, and about why they were better than the competition. Fast-forward to Satya Nadella, who is now the CEO, and he’s talking about customer behavior and customer needs. And he’s talking about partnering with other corporations like Oracle and SAP.Tony’s podcast is on all the major platforms as well as ThomasNet.com. You can subscribe to Thomas’s daily email newsletter at thomasnet/insights. See acast.com/privacy for privacy and opt-out information.

“Sadin on Digital” episodes explore the fast-changing and high-stakes world of digital business. Wayne Sadin and I focus in particular on what CEOs and boards must do to lead their companies successfully into the Digital Age. Today, we talk 2020. Wayne shares his predictions, ideas and recommendations for boards and the C-suite.Episode 11In this episode: Wayne and I discuss how he works with a lot of manufacturing companies, logistics companies, and construction companies, and their technology stacks are 30, 40, or 50 years old. He says some of them are coming up to Wayne and saying, “What do we do to get started?”Wayne says people who define themselves as buggy whip manufacturers were passed by when the auto industry emerged. But people who define themselves as leather manufacturers switched to driving gloves and prospered. Defining your market really matters.Wayne says the power of AI and IoT is that you can flip a switch and pay a license, and all of a sudden be in the 21st Century. He says the modern ERP vendor says, “Oh yes, we can write that, we can modify that, and we can show you how to customize that.”He says Microsoft has done a terrific job in two areas: One is Active Directory, which shows your security environment and your management of privacy, and that’s now connected to the cloud. And number two is Azure Stack, which can take the code into your data center, and act as though you’re in the cloud.Wayne says 2020 is going to be a terrific year. The economy’s doing well, and his clients are pretty optimistic. Their businesses are growing and now it’s the challenge of keeping up with growth and keeping ahead of competitors. See acast.com/privacy for privacy and opt-out information.

Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight.Episode 9In this episode, Sean and I discuss Slack. He says Slack has basically been slashed in half – $42 a share vs. $22 a share. Its market cap is $12 billion. Sean says what would these statistics be worth inside Oracle, Salesforce, Microsoft, or Google. He says that with some of the assets Microsoft has, LinkedIn plus Slack would be a very good combination. Sean says LinkedIn bought Lynda, a corporate education company, for $1.5 billion, but so far it’s been an accretive acquisition.He speculates Walmart has the potential to buy one or two very large companies – including FedEx, which he says would be a good acquisition – and maybe Shopify too. He says we’ll see a further investment in Walmart Labs, including new business models.He then turns to Amazon and AWS. He says he just can’t wrap his head around why Amazon won’t spin out AWS this year. He says he’s seen all the denials from the management team – but it just doesn’t make sense that they don’t want to do this. Sean says how does Walmart feel about cutting checks to AWS? I say that AWS will finish the calendar year with about $38 billion in revenue – placing them among the top seven tech companies.Sean says he’s not an economist, but his conclusion is that often companies are wrong. They often deliver with confidence and that confidence often turns out to be incorrect. The market almost certainly needs to correct in 2020.Sean’s podcast is Agile Giants, and it’s on all the major platforms. See acast.com/privacy for privacy and opt-out information.

This episode is brought to you by Oracle.Sponsored ContentFor this sponsored Cloud Wars Live conversation, I spoke with Steve Daheb, Senior Vice President, Oracle Cloud. He starts with the Autonomous Database. Steve says quarter by quarter it’s growing by 100% and thousands of customers are running on it. It eliminates human error and it’s self-driving, self-securing, and self-repairing.Steve says with machine learning and other technologies, you don’t need a room full of PhDs to figure it out. Oracle has done the hard work for you so you can focus on what matters most for your company.He says it’s all about the perimeter and protecting the network. But he says users are the new perimeter and 70% of breaches are still happening internally to a company, and if that data isn’t encrypted – which was the case with one financial institution – you can lose a hundred million records because of internal malpractice. Steve says these breaches wouldn’t have happened on Oracle’s watch: they would have been self-patched. He goes on to say Oracle’s adding a new data center every day. In the last six months, it’s been Seoul, Mumbai, Sao Paulo, Zurich, Sydney and three DOD data center regions. Steve talks about how Oracle Cloud’s ERP is used by some of the biggest companies in the world – like Biogen, Cisco, MGM, Walgreens, and Swiss Post. They are all companies that are using Autonomous and Gen 2 together. He says it’s exciting to go into 2020 with this head of steam around Autonomous – and Steve Miranda, who is executive vice president, applications development – is leading the charge. This episode is brought to you by Oracle. See acast.com/privacy for privacy and opt-out information.

Each month, Tony Uphoff, visionary CEO of Thomasnet.com, joins Cloud Wars Live for a recurring segment. “Uphoff on Industry” will explore the innovations, upheavals, and breakthroughs reshaping the world of manufacturing and industrial markets. Join Tony and me as we discuss disruptive new trends in the digital-industrial world. These include how we design, source and manufacture products. And also the new ways in which industrial companies are getting up to speed on marketing, sales and customer experience.Episode 9In this episode: Tony and I begin by discussing our recent experience at Carnegie Mellon University. Our Digital All-Star Sean Ammirati, who founded the Corporate Startup Lab, invited us to participate in a day-long event that touched on Disney+, the industrial IoT, data silos, and a host of other topics.Tony was with a company called Rodon, and they were launching a new product called “SillDry.” It’s for a commercial building where if you’re putting in windows you can make sure they stay dry. They built a rubber unit that goes into the application, and it fits in cleanly and easily.Later, he says he implemented the Harvard strategy of “Jobs to be Done” as a research methodology and formalized process. He says it was exhaustive, and Thomas did five-hundred 90-minute interviews. But, he says, the qualitative analysis is helping ThomasNet put the data into perspective, so they can see the patterns a little better.Tony talks about how workers on the factory floor are looking at real-time data and are better able to make decisions. They’re looking at customer orders, customer needs, and how many orders are shipping and where they’re being shipped. Everyone knows what’s going on.Finally, he says we don’t need managers – we need leaders.You can see the Thomas Industry Update podcast on every major platform – and on Thomasnet.com. See acast.com/privacy for privacy and opt-out information.