The Overhype and Underhype of Generative AI Like ChatGPT | Uphoff on Industry

Cloud Wars Live with Bob Evans

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You Can Visit All Seven Continents. But Should You? 26:46

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2 jaar geleden 27:10

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The automation of knowledge work: This has been happening for a while now—just think of the hours of labor eliminated by search engines—but generative AI takes this automation to a different, higher level.
ChatGPT is overhyped: The panic over AI tools replacing journalists, teachers, and all human workers is overblown, Tony says. Businesses should be focused on augmenting the work done by people with new technologies.
ChatGPT is underhyped: "Technological change always precedes cultural change," Tony says, and there are likely to be massive cultural shifts following widespread access to and use of generative AI tools.

The Big Quote: "Oftentimes, we look at these emerging technologies, and we see dollar signs. We think, Oh, my gosh, we're gonna automate this over here, which means we don't have to do that over there... And then we learn over time that these are augmented technologies that are actually accelerating what human beings can do. I would say to senior level executives: train and prepare a workforce to uplevel problem solving and creativity and innovation."

Looking for more insights to transform your business? Connect with Tony on LinkedIn or through his AE Analyst page.

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The Overhype and Underhype of Generative AI Like ChatGPT | Uphoff on Industry

Cloud Wars Live with Bob Evans

23 subscribers

published 2 jaar geleden

MP3•Thuis aflevering

The Big Themes:

The automation of knowledge work: This has been happening for a while now—just think of the hours of labor eliminated by search engines—but generative AI takes this automation to a different, higher level.
ChatGPT is overhyped: The panic over AI tools replacing journalists, teachers, and all human workers is overblown, Tony says. Businesses should be focused on augmenting the work done by people with new technologies.
ChatGPT is underhyped: "Technological change always precedes cultural change," Tony says, and there are likely to be massive cultural shifts following widespread access to and use of generative AI tools.

Looking for more insights to transform your business? Connect with Tony on LinkedIn or through his AE Analyst page.

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Cloud Wars Live with Bob Evans

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Google Cloud's Will Grannis on Google's Mission to Scale Innovation and Human-Centric AI | Cloud Wars Live 21:11

3 dagen geleden21:11

21:11

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 .…

Cloud Wars Live with Bob Evans

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SAP's Tony Harris Explores the Impact of Agentic AI on Supply Chain Efficiency | Cloud Wars Live 23:12

4 weeks geleden23:12

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Inside SAP Business Network The 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.…

Cloud Wars Live with Bob Evans

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How AI Agents Are Reshaping Enterprise Tech – Insights from Oracle, SAP, and More | Tinder on Customers 23:41

4 weeks geleden23:41

23:41

Episode 50 | AI Agents in Action The 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.…

Cloud Wars Live with Bob Evans

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7 weeks geleden15:58

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Intelligent Spend's Power The Big Themes: Enhancing Supply Chain Collaboration and Visibility : Traditional ERP systems, while efficient in automating internal procurement and supply chain processes, are typically confined within the organization's boundaries, leading to disconnects when interacting with suppliers, manufacturers, or carriers. SAP Business Network addresses these challenges by extending end-to-end automation beyond organizational walls. As a result, organizations can build resilient, agile supply chains. Driving Tangible Business Outcomes and ROI : Organizations utilizing SAP Business Network experience improvements in operational metrics. Companies have accelerated order delivery by 27% and increased go-to-market speed by 30%. A pharmaceutical company reduced safety stock by nearly 50% due to improved supply chain visibility, while Richmond International, a luxury goods producer, achieved an 82% digitization of purchase orders and cut warehouse receiving efforts by half. Leveraging AI and Innovation for Supply Chain Resilience : SAP Business Network empowers organizations to build resilient, adaptive supply chains through innovative technologies and AI -driven insights. By providing visibility not only into direct (tier one) suppliers but also into deeper supply chain tiers (tier two and beyond), the network enables proactive risk management and operational agility. Additionally, SAP’s strategic focus on becoming an AI-first company ensures continuous innovation. The Big Quote: “SAP Business Network was designed to modernize how companies connect with their trading partners, leveraging AI and configurable business rules to enable seamless transaction exchanges by integrating directly with the back-end systems. SAP Business Network digitizes interactions that previously relied on manual emails, one-off portals and hence we're able to streamline processes and reduce inefficiencies."…

Cloud Wars Live with Bob Evans

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How Salesforce Is Driving the AI Revolution | Cloud Wars Live 21:41

7 weeks geleden21:41

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The Big Themes: AI and Humans Working Togethe r: 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 Robotic s: 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."…

Cloud Wars Live with Bob Evans

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AI-Powered Enterprise Software and Market Shifts 24:25

7 weeks geleden24:25

24:25

The Big Themes: Rapid Evolution in Enterprise AI & Cloud Technologie s: 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.…

Cloud Wars Live with Bob Evans

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Infosys and SAP: A Winning Formula for RISE with SAP | Cloud Wars Live 17:23

7 weeks geleden17:23

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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."…

Cloud Wars Live with Bob Evans

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Cloud Wars CEO Outlook 2025 with Salesforce's Marc Benioff 26:45

12 weeks geleden26:45

26:45

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.…

Cloud Wars Live with Bob Evans

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The Impact of AI on Workday, Oracle, SAP and Enterprise Strategy I Tinder on Customers 28:14

12 weeks geleden28:14

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Episode 48 | Enterprise Innovation Meets AI Power The 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."…

Cloud Wars Live with Bob Evans

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Cloud Wars CEO Outlook 2025 with ServiceNow's Bill McDermott 20:39

13 weeks geleden20:39

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AI's Role in Business Transformation (00:59) Bill McDermott notes a shift in CEOs from mere fascination with AI to AI-led business strategies. He sees ServiceNow's role in AI transformation as being that of a "control tower." AI has impacted several business areas including customer service, supply chains, employee onboarding, and risk mitigation. It's also a great tool for labor arbitrage. That's not to mention that AI agents can operate 24/7 without breaks, complementing human efforts. Agentic AI, A Holistic Solution (04:01) Agentic AI is on the rise and will serve customers, employees, and operations, taking over tasks computers handle more efficiently than humans. While current AI agents are often siloed within departments, ServiceNow's platform integrates these agents across the enterprise, offering a holistic solution. "So now you have the agents working together to accomplish something," McDermott says, "as opposed to just doing something for one function." The foundation for this integration lies in a unified data model and architecture. Customer Trust and Innovation (06:53) Trust is the ultimate human currency. Without it, McDermott says, there's no progress. Customers know they can trust ServiceNow and its technology. He mentions its investments in customer success programs, innovation accelerators, and strategic partnerships to drive business impact. Net new innovation must be delivered to customers, employees, and shareholders through both traditional and new consumption models. Partnerships and Integration (10:29) McDermott discusses ServiceNow's partnerships and the potential for a multi-cloud approach similar to the infrastructure side. He's confident in the market's ability to accommodate multiple players and points to expanded collaborations with Cognizant, NVIDIA, and others. He talks about ServiceNow's integration with hyper-scalers including Microsoft, AWS, and Google Cloud, showcasing the benefits of a comprehensive platform for business processes. "We're open, and we integrate with everybody." Balancing Trust and Innovation (14:29) Balancing trust and innovation in the AI era is a challenge as ServiceNow becomes increasingly embedded in customers' operations. McDermott emphasizes the value of trusted partnerships and selective collaboration to sustain customer trust. He highlights ServiceNow's partnership with NVIDIA and its recognition in the American Opportunity Index , which measures employee prosperity post-employment. The Future of Work and AI (16:34) In the future, AI will revolutionize work by reducing monotonous tasks and freeing up time for innovation. ServiceNow is part of creating that future, already using AI to simplify complex workflows, saving employees significant time and allowing them to focus on higher-value tasks. "This is a renaissance moment for the workers. They get to get rid of the soul-crushing work that they've never wanted to do anyway." Reskilling the workforce will be necessary for this revolution and is being done through initiatives like ServiceNow University and the AI Institute.…

Cloud Wars Live with Bob Evans

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Cloud Wars CEO Outlook 2025 with IBM's Arvind Krishna 29:30

13 weeks geleden29:30

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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. Highlights IBM'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.…

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Cloud Wars CEO Outlook 2025 with SAP's Christian Klein 23:23

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Generative AI and Business Transformation (00:57) Klein discusses the increasing adoption of GenAI among SAP's customers. They see it as a way to improve productivity and business processes. Additionally, SAP software now integrates human language capabilities, enhancing user experience and efficiency. Customers' focus for 2025 and beyond is using GenAI and SAP Business AI to solve complex business challenges and orchestrate end-to-end business processes. Technology Investments and Business Outcomes (02:37) Among customers, there's been a shift from reconciling past actions to optimizing future planning and growth opportunities. "Now we are talking about business model transformation but also, how can agentic AI and Joule . . . help me to orchestrate my new business model." He explains how SAP's offerings help customers bring all business elements to the table for comprehensive transformation. AI's Tangible Benefits (04:10) Proving the outcomes of AI investments is critical in times of financial pressure. SAP's Business AI offerings are designed to demonstrate tangible business benefits, such as improving the quote-to-cash process. "We make sure that you can quote more intelligent, that you can sell more, that you can price more effectively, and that you can run all the fulfillment processes in the back end way more productive. Then the customers [says], 'Absolutely, I'm all in for buying more AI units from SAP'." End-to-End Processes and Customer-Centric Approach (06:39) Klein discusses the cultural shift towards end-to-end processes that meet customer needs and explains how SAP's AI Foundation and tools are agnostic to various large language models. SAP's suite of offerings provides a unified approach, avoiding the silos created by working with multiple tech companies. The Rise of Agents (08:24) Agents are ascendant and playing a significant role in driving better business outcomes. Klein provides a concrete example of how agents will collaborate in demand, supply chain, and procurement processes. He explains how agents collaborate, to "[make] sure the customer gets an extremely valuable output end to end." Orchestration and Collaboration of Agents (10:59) Klein describes how SAP's generative AI assistant, Joule, can help orchestrate agents across different end-to-end processes. "Joule can help you to predict demand with our sales agent and Joule orchestrates to work with the supply chain agents on the inventory side, and then Joule helps, you know, to orchestrate the work, you know, with the procurement agent." SAP's Growth and Future Vision (12:44) SAP has had significant growth in applications, outpacing competitors. Klein attributes this to SAP's suite approach, which provides a comprehensive solution for core business processes. He talks about the importance of integration and extensibility, allowing customers to choose the best solutions for their needs. Under Klein's leadership, SAP has transformed into a cloud and AI-focused company. Klein discusses SAP's vision as an end-to-end solution provider, delivering continuous innovation and enabling holistic business transformation. He explains, "The perception is yes, SAP is really delivering end-to-end solutions to me, but they [are] also helping me because they have a ton of industry knowledge, they have a ton of business process knowledge, and they are by far more than only a technology partner, they are also helping me with RISE and GROW , a kind of a methodology on how to transform my business." SAP Management Team and Final Thoughts (19:56) SAP has a strong management team, including new executives from Microsoft and other top companies. Klein expresses confidence in SAP's ability to continue delivering value to customers and partners. The conversation concludes with his encouraging everyone to embrace the new year with enthusiasm in particular for the opportunities of agentic AI and Joule to drive business outcomes.…

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Cloud Wars CEO Outlook with Google Cloud’s Thomas Kurian 19:24

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Customer Mindset and Priorities in 2025 (01:47) The current climate of geopolitical and economic uncertainty is driving the need for speed and agility when delivering value to customers. Google Cloud customer projects that do just that include improving logistics at UPS, enhancing search functionality, and boosting customer service at Hanesbrands and Macy's. "Uncertainty means the great CEOs want action," Kurian says. "You control the controllable, and you do that by improving speed in your organization." Kurian also discusses significant AI integrations, such as Google Cloud's collaboration with Samsung on its phones and Snap’s in-app coach, which are shaping the future of customer interaction. Cloud and AI as a Continuum (04:08) Kurian explains that cloud services actually simplify the deployment and management of AI because they provide models and accelerators as services, reducing the complexity of managing AI systems. In turn, AI helps to streamline cloud services by enabling faster and more efficient application development. Customer examples of how cloud and AI work together to deliver innovative offerings can be found in AI-driven risk calculations at Hiscox, tailored advertising for Puma and Radisson, and content discovery for Warner Brothers Discovery. AI's Impact on Business and Productivity (07:48) AI is no longer confined to IT departments but is now influencing a wide range of business functions. It's improving productivity by streamlining operations, such as facilitating live patient handoffs at hospitals. "Allowing the nurses to do live handoff to another nurse means more time at the bedside. It means more productivity." AI is also enhancing product development by enabling customers to articulate complex needs, which AI can then translate into tailored recommendations. Furthermore, AI’s role in call center automation is improving efficiency by handling high volumes of customer inquiries and providing superior service. Customer Service and AI Integration (13:01) Google Cloud's approach to integrating AI with customer service helps businesses create more cohesive and efficient customer experiences by improving reach, understanding, and interactions across multiple channels. Kurian discusses innovations such as the self-service retail search at InterContinental Hotels and digital concierge services for Orange . AI agents manage customer queries, upsell products, and improve service efficiency in call centers. Cost Optimization and Efficiency in AI (15:52) There are several ways in which Google Cloud is addressing the challenges of AI tool affordability. Kurian outlines initiatives aimed at improving the efficiency of AI, such as new software capabilities and optimizations to AI models. In the last six months, Google Cloud has significantly reduced costs, with model costs dropping by more than 10 times. Additionally, improvements in latency and the reduction of AI response iterations are also helping to make AI more efficient and cost-effective. Customer Acknowledgment (18:46) In closing, Kurian expresses his gratitude to Google Cloud’s customers, partners, and all those who have supported the company’s journey. "To every customer, every partner, everyone who gave us a shot, you were the reason that all of our people worked so hard. Thank you."…

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Cloud Wars CEO Outlook 2025 with Workday's Carl Eschenbach 25:38

14 weeks geleden25:38

25:38

AI Adoption and Business Value Eschenbach explains that there's been a shift from experimental AI phases to practical implementation. The shift means that "customers are going to look to go to trusted partners, partners they have an existing relationship with, partners that they know have a highly curated set of data." Workday has such a curated data set. Further, as part of the shift, there's now a need for ROI and total cost of ownership analysis in AI investments. CEO Priorities for 2025 AI, enterprise consolidation, and talent are Eschenbach's key priorities for 2025. When it comes to talent, he says CEOs and other leaders need to think about how "that talent is going to ultimately peacefully coexist with AI and things like agents in the future." He also discusses Workday's AI mindset — it's not just about delivering it to customers but also successfully integrating AI internally — along with AI's role in driving productivity. Customers are looking to do "more with less." They want to consolidate point solutions onto more comprehensive platforms like Workday. AI Deployment and Talent Integration CEOs should foster an AI-first culture. Eschenbach provides examples of AI use cases, such as job description automation and recruiter agents, showcasing the tangible ROI and productivity gains in HR and finance. Integrating AI with existing talent helps drive business benefits. Competitive Advantages and Market Position Workday's success stems from its technology, large client base, and on-time delivery. "Our customers have greater than a 95% on-time delivery of the Workday platform and on budget," Eschenbach points out "We know how to deploy this at scale across the biggest companies in the world, which gives us a leg up versus our competition, who, at times, have very complex data sets and environments and can't implement at the speed and pace and at the dollar value that a Workday can." Other Workday attributes include its platform's open architecture, as well as its strong company culture and high levels of employee engagement. Partner Growth and International Expansion Eschenbach reports significant growth in the partner community and its impact on business . "Historically, we've had really good partners . . . 10% of our new business in New ACV [annual contract value] last quarter came from our partners. Our partners are having a meaningful impact on our business. We have grown our partner community by five times in 18 months." He speaks about the focus on selling through hyperscalers and forming strategic partnerships, as well as the potential in international markets and continued investments in new sectors, such as the U.S. federal market. Data Set and AI Partnerships "We're opening up the aperture," Escenbach says, explaining how Workday is tackling AI. "We're thinking about AI in multiple ways." Curated data is essential for AI tools. Eschenbach discusses the Workday platform's integration with Slack and Microsoft to enable agent-to-agent communication, underscoring that data is important in powering AI tools and delivering customer benefits. Innovation and External Concerns In the face of the potential impact of global macro situations, there's a need to stay focused on innovation."We focus on innovation, and we focus on each other here inside the building and our workmates, and we continue to support our partner ecosystem on a global basis. So while there are some concerns out there, if you focus too much on them, it's a distraction."…

Cloud Wars Live with Bob Evans

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Cloud Wars CEO Outlook 2025 With Oracle’s Safra Catz 28:42

14 weeks geleden28:42

28:42

Highlights Customer Boldness (00:21) In previous keynotes, Catz has encouraged customers to be more bold – and customers are responding to that. Oracle’s cloud business is growing at a rate of 50% a year. “More and more of our customers are willing to not only jump in with one foot but their entire bodies because they’re getting more comfortable and they’re also seeing that competition is moving,” Catz says. “Transformation and transforming yourself and modernizing yourself, that is not a destination; it’s a constant journey.” Businesses are recognizing that they become more adaptable to meet customer expectations when they embrace these new technologies. Multi-Cloud Agreements (04:25) Multi-cloud agreements with Microsoft, Google Cloud, and AWS kicked off in 2024. “We have always believed that the customer should get to choose what they want to use and what environment they want to run in and how to really advance their agenda,” Catz expresses. Oracle doesn’t believe in building walls or trapping customers; being open to this idea is central to Oracle's success. Because Oracle Cloud has different capabilities, the company has been able to collaborate with other providers to make their offerings work together to best meet customer needs. Healthcare Industry Offerings (08:55) Oracle has put extra energy into its industry suites, particularly for the healthcare industry. It aims to be able to handle everything from clinical trials to inventory to nursing schedules and more. At a recent health summit, Oracle launched new AI-powered capabilities for healthcare. While the company competes in several industries, Oracle acquired Cerner because “we knew that we needed to bring healthcare into the 21st century .” Larry Ellison previously shared that “we can’t do it alone.” This means partnering with customers and being open to partner with other companies to apply their capabilities to ensure a quality customer experience is being delivered for patients, doctors, administrators, and others in the healthcare industry. “Do more, spend less doing it – that’s our job, to give them that ability,” Catz summarizes. Revenue Goals (17:06) At its financial analyst meeting last fall, Oracle released its vision for $100 billion in revenue a few years out. Catz describes what that will look like within Oracle and how customers will contribute to the company achieving those figures. “We’re telling you now, every year is going to be bigger and accelerating more,” Catz says. “The way that that curve works – it’s almost unstoppable once it starts.” Cloud Data Centers (22:30) Oracle has been developing cloud data centers that are “small enough to go on a ship” as well as what Ellison has called the world’s largest data centers, Evans notes. This will be important to Oracle customers in the coming years and beyond because “it gives them flexibility,” Catz explains. “We can start at any size and expand as they need it.” Ellison and New Products (24:59) 2024 was a busy year for Ellison and 2025 will continue in the same manner. “This fellow does not rest,” Catz says. The Oracle team loves the new capabilities and new product lines that they’ve been rolling out to customers that there are no signs of slowing down.…

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