Cloud Wars Live with Bob Evans

In today's Cloud Wars Minute, I examine how CEO Aneel Bhusri is accelerating Workday's AI ambitions and positioning the company to compete with larger enterprise technology rivals.
Highlights
00:09 — Workday introduced some very interesting new agentic solutions and innovations this week at Workday Rising, and I wanted to touch on those. And also mention, I think, a very key partnership that Workday has strengthened with Anthropic. It's really going to be part of what I'm calling its all-in commitment to agentic AI.
00:35 — More recently, three big things have really paved the way for Workday's emergence into the AI field in a big time. One was about a year and a half ago, the hiring of Gerrit Kazmeier from Google Cloud. He's now Workday's president of products and technology. He's been a huge proponent for the AI boost.
00:54 — The second thing was about a year ago, the acquisition of Sana for $1.1 billion, and third was early this year, Aneel Bhusri's move from executive chairman back into the CEO role to really push this forward. So a lot of what they announced at Rising this week were the fruits of those developments.
01:18 — First, Sana is now the Workday home. It's a single, sort of wide-open AI experience that's going to run all of Workday's applications, but it also orchestrates the agentic work that's being done, not just agents that ask questions and offer suggestions, but get the work done.
01:39 — Second thing is four new, what Workday calls autopilot agents. You know, playing on the notion copilots help, autopilots actually do the work. So these autopilot agents are in accounting, payroll, talent acquisition, and deployment, where they can help you figure out the right way to handle all these things.
02:16 — Their decision intelligence is a new set of agents working across HR and finance that help model out the best scenarios, all with the grounded, governed data that Workday has. Work Intelligence helps customers figure out the right place to deploy agentic solutions, how to work those, how to get the best ROI from them.
03:12 — Now Workday, being smaller than most of the big ones like Oracle and SAP and Salesforce and Microsoft, has had to use advanced technology and being out on the front edge of these things to remain fully competitive, and to give customers the trust that Workday is going to continue to push them into some of these new advanced areas.

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In today's Cloud Wars Minute, I examine ServiceNow's launch of Flow and why its rapid deployment and one-click automation capabilities could change employee service management.
Highlights
00:03 — ServiceNow has launched Flow. It's a standalone, conversational AI-native service desk designed to handle employee requests through Slack, Microsoft Teams, and email. This means users can bypass those traditional portals and ticketing systems altogether. So, what's Flow? Well, essentially, it's a startup-like offering within ServiceNow, and its big selling point is speed and simplicity.
00:48— ServiceNow says Flow can be deployed in under a day with no infrastructure or implementation project required. Now, importantly, because Flow is a standalone product, customers that don't already subscribe to ServiceNow can still purchase it. ServiceNow says the new service will still deliver, and I quote, "the same reliable results expected from ServiceNow's comprehensive service management portfolio."
00:56 — I think one of the most interesting things about Flow, beyond its speed and remarkably light onboarding requirements, is the way that it works from an agentic AI perspective. It doesn't just answer questions. Once a request has been resolved, users can actually automate the workflow with just a single click. So, if the same issue arises again, Flow can deal with it automatically.
01:26 — It hasn't just built another AI chatbot. Instead, it's turning the service desk itself into an agentic operation. But there's another interesting point here. As Amit Zavery, President, CEO, and Chief Product Officer at ServiceNow, has said, the company is investing where it sees AI-native market opportunities and isn't necessarily trying to replace or detract from its existing business.
01:58 — ServiceNow is offering Flow at no additional procurement costs to its existing customers, positioning it as an alternative or an addition for specific departments, for remote teams, or newly acquired business units that need rapid deployment or prefer a different operating model.

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In today's Cloud Wars Minute, I explore how Google Cloud's Gemini Enterprise is delivering remarkable customer outcomes and transforming AI investments into measurable business value.
Highlights
00:02 — I wanted to fill in some pretty interesting details about customer outcomes with AI projects from Google Cloud, ones that are using Gemini Enterprise. Got some pretty eye-popping examples of that. These were released last week at the launch of the Gemini agent event, and CEO Thomas Kurian laid out a dozen of these very, very interesting, detailed customer outcome stories.
01:00 — There's the Department of Defense, with three million users now using Gemini Enterprise, and those three million altogether have built 100,000 agents with them. Interesting to see that this is in a highly regulated, highly secure environment, and it's been rolled out and adopted and deployed at that scale, with 100,000 agents being built by those people in the DoD.
01:25 — Commerzbank, document processing costs cut by 30 million dollars with the help of Gemini Enterprise. NTT cut 300,000 hours from document access and retrieval. It said it went from two weeks in most cases to now happening instantly. Grupo Marista insurance firm cut the time for processing hospital claims from 72 hours to four hours.
01:53 — Liverpool, one of Mexico's largest retailers, built a discovery agent, and they built that and deployed it in one week, and they have said now that it is expected to have a 10x ROI on the money that it costs to run that trial.
03:25 — Businesses are using AI here to either accelerate the pace of their operations, to make their people more productive, to cut down on a lot of busy work, get people doing more valuable high-level work, and in many cases, generating new revenue streams, boosting the customer experience that's happening here.
04:00 — If you measure your own company's aspirations and achievements to date with AI against these, are you going to feel happy about that? Are you going to feel kind of like, you know, you're falling behind the times here? I think these are great ideas or great projects here that are going to stimulate a lot of ideas for how others can do things to advantage.

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In today's Cloud Wars Minute, I break down how Gemini agent combines Google Cloud's AI stack, cross-cloud capabilities, and governance to address pressing enterprise challenges.
Highlights
00:03 — I think late last week, Google Cloud rocked the whole agentic AI category here with a very interesting development of what it's calling Gemini agent. It spans both the personal AI that we've heard a lot about lately from OpenAI and Grok and Meta, but also, I think much more importantly, the big focus on it is for enterprise AI.
01:39 — This is heavily an enterprise AI product, although it can do those other things. The key is that it sits across Google Cloud's world-class AI stack. That gives it, then, more capability, more flexibility, and better economics for enterprise customers. And in his keynote address, Kurian focused on the affordability that comes now with Gemini agent, the simplicity engineered into it.
02:24 — He said, "The prompt window is the new user interface." Kurian also focused, I think rightly so, on how Gemini Agent, with some of the lakehouse capabilities within Google Cloud, can now work across and tap into data from all the different major clouds, different data stores, applications, tools, and other solutions.
03:00 — A big part of its promise is the ability to work end-to-end across the entire enterprise. They've got to be able to go in and work across different vendors, different applications, and so forth like that. Part of this, then, you can say goodbye to egress fees, which have been a pain in the neck.
04:22 — Customers are saying, "Hey, I'm being pushed inside my organization to do a number of things faster and differently than I've ever done them before, and I need to have tech partners, tech vendors who speak to me in my language about my priorities, my outcomes, and the things that I need to achieve right away."
04:40 —So I think this was just a great launch here by Google Cloud, not only for what the product is able to do, but how that aligns with what customer priorities are.

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In today's Cloud Wars AI Minute, I examine why Google reportedly shut down its open-source bug bounty program and what the growing problem of AI slop means for enterprise security.
Highlights
00:12 — Today, the subject is AI slop and how it's actually just started to shut down security programs. On October 1, we had Google go out and shut down its open-source bug bounty program. For those that don't know, that's basically Google saying, "Hey, submit bugs to us, and if you find really good bugs, then what we'll do is we'll research those, and we'll actually pay you for finding these bugs."
00:54 — What's really interesting about this specific thing is why did they shut it down? Well, it's actually because they have so much slop being produced from AI, where basically a bunch of different vendors or different people are using AI to submit a whole bunch of fake bugs that they're having to triage, and they don't know what to do about it.
01:40 — And so I think this is going to become interesting as the world starts to look at how you start to build these programs and how you open up and identify when you are being served AI slop or fake bounties or fake security audits and assessments versus real ones.
02:09 — So as we continue to move forward, I do expect that we will start to see more and more companies having to figure out how to be able to deal with this particular problem. We might even see new industries pop up that are going to be able to deal with this.
02:49 — We'll keep an eye on it here at Cloud Wars, and we'll keep you up to speed on what's going on. But it's a great thing to be looking at and researching yourself, and identifying where you might even be exposed to AI slop.

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