Cloud Wars Live with Bob Evans

Key Takeaways

• Mullican expresses the value of the event, and given that AI and Copilot have matured, the sessions at the 2025 AI Agent & Copilot Summit NA will shift from a focus on experimentation to practical applications that deliver real impact.
• As a returning Programming Committee Board member, Mullican highlights the "unprecedented number of submissions this time around,” making it tough to choose sessions for 2025. The event will offer a mix of visionary talks, practical use cases, and deep dives to serve both tech and business audiences.
• Mullican shares how business leaders can use the event to "adapt to a new reality," as it aims to “cut through the hype” around AI and focus on practical realities. Even though AI offers transformative potential, most businesses will adopt it gradually, using tools like copilots to improve efficiency rather than undergoing radical overnight changes. "I expect that there's going to be a lot of discussion about. It's just these different layers, these different levels of AI hype and truth."

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In today’s Cloud Wars Minute, I look at how IBM and Cisco are teaming up to pioneer long-distance quantum networks.

Highlights

00:03 — Although not the only company invested in the development of quantum computing, IBM is certainly considered the most active. The company has the highest number of patents, a clear road map for fault tolerant quantum systems, and the most prestigious track record across quantum hardware, software and the commercialization of these tools.

00:28 — Now, IBM and Cisco Systems have revealed plans to link a network of quantum computers over long distances — and the result, perhaps the introduction of the quantum internet. Before I get carried away on this, leaders from both IBM and Cisco have confirmed that the technology to power these networks doesn't yet exist, but they are working on it.

00:59 — The bottleneck is getting qubits, the unit of information used by quantum computers, to travel along fiber optic cables between Cisco switches. IBM and Cisco hope to have the first proof-of-concept ready within five years, a network that connects individual, large scale, fault-tolerant quantum computers with the power to run computations over 10s to hundreds of 1000s of qubits.

01:49 — So, why do we need the quantum internet? Well, beyond the massive enhancement in computational power, which is the primary driver for companies to enter this space, if quantum computing itself becomes widespread, we'll need quantum structures in the Internet to protect ourselves from our very own creation.

02:28 — Technology is advancing at an unfathomable speed, and just like in the AI space, we need to ensure it's contained. In fact, researchers at IBM co-developed three of the four quantum resistant algorithms that the U.S. National Institute of Standards and Technology, or NIST, have earmarked for future standardization.

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Highlights

00:24 — I think we’re seeing some very interesting competitive battling between Palantir and ServiceNow, head to head, emerging over two categories. One, this AI platform position that they’re both talking about relentlessly as sort of the core of their strategic value. And secondly, they’re both on this kick now about who is the defining software company of the 21st century, of the generation.

01:57 — Both are talking up the power of the AI platform as the foundation for what companies need to succeed in this new AI-centric future. Which one has the right approach? How are they trying to position their companies, their capabilities, their ecosystems, to be able to take advantage of that? These are some of the things that I get into in detail in a later article.

02:19 — We’ve also got both claiming that their results are just the greatest thing ever relative to the Rule of 40, which is for high-growth companies. You want to have a combination of 20% growth or more for revenue and 20% growth or more for margins, to have those equal 40 or more. Both exceed that number.

03:26 — Who’s got the momentum? Who’s positioning themselves right in this sweet spot for businesses moving into this AI future, right? Who’s going to be able to put together the tools that control the agents, that let all the data that’s needed for IE come through? How are they able to build applications easily on top of this?

04:05 — But right now, I think ServiceNow and Palantir are the ones that have the most focus on this AI platform vision. And it was fun to sort of look at this. In the article, we look at some of the comments from the Q3 earnings call from ServiceNow CEO Bill McDermott, and also from Palantir’s Chief Revenue Officer, Ryan Taylor.

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Key Takeaways

• Agents take center stage: Bensch says last year’s event was focused on Copilot basics and early-stage AI adoption, but 2025 is the year of agents. Organizations are asking how to make agents work securely, how to tap into data through offerings like Work IQ and MCP servers, and how to build governance that actually holds up. Attendees can expect deep dives into security, data extraction, Dataverse, Finance & Operations, and all the new features unveiled at Microsoft Ignite. “Everyone’s hearing agents, agents, agents,” he notes. “So, how do I get them to work?”
• Sessions designed for real adoption—not marketing fluff: This year’s call for speakers exploded from ~160 last year to over 500 submissions, giving planners a far stronger pool of practical, hands-on sessions. The programming committee prioritizes real-world implementations, lessons learned, and “the good, the bad, and the ugly” of AI projects. He stresses that this event is not a product-pitch environment. Instead, sessions will help attendees understand how to build, deploy, and scale agents across modern work, business apps, and development workflows. “We’re looking for empowering people,” Bensch says.
• Where strategy meets execution: Bensch explains that most attendees will fall somewhere between the starting line of AI adoption and mid-stage Copilot integration—but everyone is looking to connect the dots between strategy and execution. From governance to Dataverse to legacy-system integration via computer-use capabilities, sessions will show how companies can extend agent intelligence far beyond Q&A. The setting, including intimate sessions, world-class speakers, and networking events like golf and pickleball at Torrey Pines, creates space for candid, high-impact conversations attendees won’t find at massive trade shows.

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In today’s Cloud Wars Minute, I review the remarks and insights from CEO Marc Benioff and Salesforce from the recent Q3 earnings call.

Highlights

00:20 — After an approximately three-year hiatus, CEO Marc Benioff and Salesforce demonstrated their growth mojo through the Q3 numbers. While some of the numbers aren't quite as robust as they were in Salesforce's earlier days, in the earnings call, Benioff emphasized growth, innovation, and new things coming that are reflective of where the company was in the past.

01:07 — In its first 22 years, Salesforce had unprecedented growth — 20 years of 20% or higher growth. No other publicly traded company has done that. In the last few years, with some pressure from institutional investors, Salesforce had to shift its focus from growth and innovation to margins and profits. During this time, the character of the company has evolved, especially with the AI Revolution and the introduction of Agentforce.

01:55 — Something that struck me was the exuberance of CEO Marc Benioff on the call and his excitement about lots of numbers that indicated things are headed in the right direction. He shared details and commentary about their Q3 numbers as well as the vitality and energy around new products.

02:58 — Benioff was proud of the stats around Agentforce customers moving into production. The number of those was up 70% sequentially quarter to quarter. This demonstrates how quickly Agentforce customers are able to deploy the technology, get it into use, and start getting the essential business outcomes.

03:38 — This is important because the biggest winners are always the customers in the Cloud Wars because they get to benefit from the incredible competition. It further triggers waves of relentless innovation unlike anything the world has ever seen.

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In today's Cloud Wars Minute, I discuss how Palantir’s latest customer wins reveal a shift from point solutions to end-to-end AI strategies.

Highlights

00:19 — Palantir's got a customer that, very shortly after signing a deal for a fairly limited AI engagement, said it wanted to go enterprise-wide with an investment that's up 8x over what the original one was. This signals where CEOs are driving these AI-centered business transformations to ensure that they go end-to-end here and have enhanced business outcomes as the goal.

01:21 — This medical device manufacturer CEO went to the Palantir executive team and said, “What would we need to do to make this an end-to-end business transformation powered by AI, designed to drive greater outcomes?” And very quickly, they rewrote the whole deal. So five months after this initial thing, they had a new deal going on — eight times bigger.

02:31 — So again, there we see this notion of Palantir doing some different things and engaging with customers in different ways. So, I think broadly what we're seeing here, overall, with these AI-centered business transformations is: time is the enemy — not your traditional competitors, not necessarily the new ones. It is this notion of time.

03:40 — If you're on the customer side here, I think you've got to look at this and take a hard view of what's going on inside your company. Is it a lot of these little disjointed trials that could have a nice little upward bump in efficiency or cost savings? Or are you shooting for the moon here?

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In today's Cloud Wars Agent and Copilot Minute, I unpack why Microsoft Copilot will no longer be available on WhatsApp starting January 15 and what users should do next.

Highlights

00:03 — Starting January 15, Microsoft Copilot will no longer be available to users via WhatsApp. This feature has been offered since 2024, but due to changes in WhatsApp platform policies — which include the removal of all LLM chatbots, Copilot users will need to access the assistant through alternative means.

00:30 — Unfortunately, because the version of Copilot used on WhatsApp is unauthenticated, it won't be possible to transfer chat history. Instead, users will need to manually export their conversations using WhatsApp’s exportation tools.

01:00 — Microsoft users who have grown accustomed to Copilot will now need to access the tool through Microsoft-controlled environments. In these settings, Microsoft can offer better functionality, enhanced security, and a wider range of use cases outside of a third-party platform.

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Key Takeaways

• Community involvement: Mary is a member of the programming committee board this year and will be attending the AI Agent & Copilot Summit, taking place from March 17th to 19th in San Diego, California. Working in the real estate industry, Mary acknowledges that, like individuals in all industries, there's a lot of AI transformations happening right now. "Being involved in this broader community is really exciting and energizing," she says.
• Summit expectations: She reports momentum as it gets closer to the event, like the number of responses to the call for speakers. "There's a big focus on real people figuring out and solving real problems with agents and Copilot," she notes. "Attendees can really expect a mix of hands-on learning and bigger picture conversations." Members of the community are curious, collaborative, and excited to share, so there's a lot for attendees to look forward to.
• Clear takeaways and diverse perspectives: Whether you're coming from a business team or a technical team, there's something that everyone can walk away with and implement, providing a "clarity of takeaways." The AI Agent & Copilot Summit also provides a "diversity of perspectives," which Mary considers to be very important. "I think we're looking for a mix of developers, business leaders, consultants, power users, and people who are just getting started to really get that diversity of thought and perspective."
• Overcoming challenges: One of the biggest challenges right now, Mary suggests, is the pressure to figure out how to adopt AI. Many leaders are looking to bridge the gaps between where to start, learning, and taking action. It's not just about teaching the tools or determining how to prompt better. "It's about shifting habits and thinking and mindsets," Mary says. "It's change management and how we make AI feel more approachable." Early adopters are able to pass on their experiences and accelerate the learning curve for attendees.

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In this Cloud Wars Live podcast, Bob Evans sits down with Hayete Gallot, President, Google Cloud Customer Experience, to explore how Google Cloud is helping enterprises move from AI experimentation to true business transformation. Gallot describes how her organization unifies engineering, consulting, partners, and learning to accelerate time-to-value and scale agentic AI across every function. Together, they dive into Gemini Enterprise, customer successes like Virgin Voyages, and why human-centered change is the real key to AI’s future.

The AI Turning Point

The Big Themes:

• Customer Experience Built for the AI Era: Google Cloud created a new Customer Experience organization, led by Hayete Gallot, to match the speed and complexity of AI-driven transformation. Instead of treating AI as a pure technology play, the team unifies industry and solutions experts, customer engineers, consulting, partners, and learning into one group that supports the full innovation lifecycle. That means they can help customers go from idea to minimum viable product to production in a consistent, repeatable way.
• Ecosystem, Partners, and Curated AI Solutions: Google Cloud’s ecosystem strategy is central to scaling AI transformation. Gallot describes deep investment in system integrators — not just training them on technology, but sharing methodologies and scenario-based approaches so they can guide customers toward the right AI choices. At the same time, Google Cloud works with top ISVs to embed AI into their solutions and create compatible protocols for multi-agent experiences.
• Structuring Tech Teams for Agentic Transformation: AI’s rise is forcing technology organizations to evolve. Gallot notes that CTOs and CIOs are asking how to restructure their teams for an “agentic” world. The demand is no longer just for deep technical skills, but also people who understand user experience, behavior, and business workflows. Technology teams are increasingly expected to co-design scenarios with business leaders, not just implement requirements. Looking ahead to 2026, Gallot sees the priority as scaling agentic transformation across divisions.

The Big Quote: "Customers are much more mature on AI … When you meet with them, they're [asking] what's in it for me? What am I going to get? When am I going to get it? How do I scale this? They want production, and they want outcome."

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In today’s Cloud Wars Minute, I explore how Salesforce’s acquisition of Informatica strengthens its foundation for delivering trustworthy, agentic AI.

Highlights

00:04 — A few years back, when I was covering the cloud data management firm Informatica on a regular basis, the rumor mill was rife with speculation that the company was set to be acquired by Salesforce. It didn’t happen right away, but ultimately, that’s what transpired.

00:22 — Now, Salesforce has announced that the acquisition is complete and Informatica is now part of the company — and it makes perfect sense. Informatica emerged as one of the most creative and forward-thinking cloud data management platforms out there.

00:39 — The company was quick to adopt generative AI with its CLAIRE GPT tool and soon embedded this enhanced functionality across its Intelligent Data Management Cloud, or IDMC. And now Salesforce has all of this capability within its own ecosystem, and it’s an enviable place to be.

00:59 — Salesforce CEO Marc Benioff has been quick to highlight how the integration of Informatica will benefit Salesforce customers in their agentic AI journey, saying: “You have to get your data right to get your AI right ... Informatica is the trusted platform that turns fragmented enterprise data into context so every agent can reason, act, and deliver outcomes with precision."

01:43 — Benioff is spot-on with that opening line: You have to get your data right to get your AI right. And with Informatica’s tech supporting a scalable data foundation, Salesforce is enabling just that. If, like Salesforce, you can provide not only the tools to develop an agentic AI ecosystem but also the data foundation to support it, you find yourself in a very strong position indeed.

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