Podcasts about Google Cloud

Welcome back to the Pear Healthcare Playbook! Today we're thrilled to sit down with Othman Laraki, Co-founder and CEO of Color Health, a company reinventing cancer care through a virtual-first, end-to-end model. Othman has spent his career at the intersection of technology and healthcare—from helping build Chrome at Google to leading product at Twitter to founding Color, where he now focuses on expanding access to high-quality cancer prevention, screening, and treatment.In this episode, we explore how Color got started, what the team learned transitioning from genomics into full-stack care delivery, and why reducing friction across the care pathway is critical for improving outcomes. We dive into how Color's model works across the entire cancer journey, how the company thinks about system-level change and distribution, and how AI—through collaborations with OpenAI and Google Cloud—is powering new capabilities for patients and clinicians.

Alphabet (GOOGL) and Amazon (AMZN) are combining Google Cloud and AWS to form one super service that aims to benefit both companies and ensure more security. Marley Kayden explains how the partnership works and the shift it indicates for cloud servicers ahead. As Marley explains, Salesforce (CRM) is one of the first companies to test out the tech. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Summary del Show: • Wall Street inicia diciembre con tono negativo y foco en el ISM y en la reunión de la Fed del 10 de diciembre. • $AMZN y $GOOGL presentan un servicio conjunto que une AWS y Google Cloud en una arquitectura multicloud interoperable. • Merck $MRK muestra en CTAD avances prometedores en dos terapias experimentales contra el Alzheimer. • TotalEnergies $TTE vende 40% de licencias offshore en Nigeria a Chevron $CVX, fortaleciendo su alianza energética global.

CFRA's Angelo Zino believes Alphabet's (GOOGL) recent rally has been "long overdue." He credits the company's tech execution for the huge upside surge it saw in recent weeks, noting the potential Gemini 3.0 and Google Cloud has to the A.I. trade. Angelo considers Berkshire Hathaway's (BRK/B) investment into Alphabet validation for the Mag 7 giant's future prospects. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

　株式会社スリーシェイクは11月21日、同社のエンジニア5名が「Google Cloud Partner Top Engineer 2026」を受賞したと発表した。

AI is everywhere. And its use and capabilities are accelerating every day. But is AI actually helping us get better at getting better? Or is it just amplifying the friction, bottlenecks, and complexity that already exists in our workflows and processes?In this episode, Nathen Harvey, leader of the DORA Research team at Google, explores how AI is reshaping not just how we work, but how we can use it to elevate human work, collaborate as teams, and reach better outcomes.Drawing on new findings from the DORA 2025 report on AI-assisted software development, we dig into what truly drives high performance – regardless of your industry or work –  and how AI can either accelerate learning or amplify bottlenecks.If you lead or work on any kind of team you'll discover how to use AI thoughtfully, so it supports learning and strengthens the people-centered learning culture you're trying to build.YOU'LL LEARN:How AI accelerates learning—or intensifies friction—based on how teams use itWhy AI magnifies what already exists, and why stronger human learning habits matter more than stronger toolsThe seven DORA team archetypes—and how to quickly spot strengths, gaps, and next steps for more effective collaborationHow to use team characteristics to target where AI (or any tech) will truly move the needle and support continuous improvementHow the Toyota Production System / lean principle of jidoka—automation with a human touch—guides us to use AI to elevate human capability, not replace itABOUT MY GUEST:Nathen Harvey, Developer Relations Engineer, leads the DORA team at Google Cloud. DORA enables teams and organizations to thrive by making industry-shaping research accessible and actionable. Nathen has learned and shared lessons from some incredible organizations, teams, and open source communities. He is a co-author of multiple DORA reports on software delivery performance and is a sought after speaker in DevOps and software development. IMPORTANT LINKS:Full episode show notes with links to other podcast episodes and resources: ChainOfLearning.com/59 Check out my website for resources and ways to work with me KBJAnderson.comConnect with Nathan Harvey: linkedin.com/in/nathen Follow me on LinkedIn: linkedin.com/in/kbjandersonLearn more about DORA: dora.dev/publications Join the DORA community: dora.community Download my free KATALYST™ Change Leader Self-Assessment: KBJAnderson.com/katalyst Learn more about my coaching, trusted advisor partnerships, and leadership learning experiences: KBJAnderson.com TIMESTAMPS FOR THIS EPISODE:03:04 What DORA is and how it's used as a research program for continuous improvement04:31 AI's primary role in software development as an amplifier where organizations are functioning well and where there's friction05:53 Using AI to generate more code in software engineering07:03 Danger of creating more bottlenecks when you try to speed up processes07:44 Importance of a value stream to understand the customer journey10:41 How value mapping creates visibility across silos so others see different parts of the whole process10:55 The process of gathering information for the State of AI Assisted Software Development report12:20 Finding seven team characteristics based on a survey of 5,000 respondents and learning how to leverage the results to improve performance14:18 Examples of several team characteristics and how it applies over various industries16:33 The negative impact of focusing on the wrong process that impacts the throughput17:00 Focusing at different types of waste to prevent undue pressure on people17:51 What DORA has found in having a tradeoff in having fast and stable production pushes vs. working slow and rolling back changes18:50 Three big things you need to improve throughput and quality19:44 Why the legacy bottleneck team archetype is unstable with elevated levels of friction21:22 Why harmonious high achievers deliver sustainable high quality work without the burnout22:37 How the report findings are being used to help improve organizations23:42 Seven capabilities of the DORA AI Capabilities Model in amplifying the impact of AI adoption to improve team and product performance26:27 The capability of executing in small batches to see the process through to fruition28:52 How to leverage AI to elevate human work vs machine work30:58 The benefits of AI in making new skills accessible, but does not make anyone experts in a specific skill31:44 Leveraging AI to help you complete tasks that would've taken longer32:43 Using AI to elevate creative thinking, but doesn't replace your thoughts33:56 Ability to ask AI “dumb” questions to improve collaboration across teams34:49 Creating an experiential learning experience where there's not a step-by-step path on how to reach outcomes37:08 Importance of collaboration when moving from point A to point B37:35 The difference between trainers and facilitators39:03 Using the DORA report to form a hypothesis for your next experiment in whether a process is working39:55 Two ways to start leveraging AI to accelerate learning40:23 Importance of using AI and learning through use40:58 Benefits of having a conversation with someone who introduces friction to your work44:21 The concept of jidoka in designing systems that empower humans to do their best thinking and work45:22 Questions to ask yourself as your reflect on the role of AI in your organization

Timestamps:2:23 - The story behind Google Clouds Founder Story8:45 - Uber's pre-IPO hypergrowth25:19 - Is Switzerland Good at Adopting AI? 44:29 - How Swiss founders can expand into the USThis episode was sponsored by Google Cloud. Join their The Founder's Story event on December 4th to hear an exclusive panel discussion with visionary leaders sharing what it takes to go from building companies to funding them. Episode Summary:In this episode, Google Cloud leaders Hans Tran, Industry Lead for Digital Native Startups, and Chris Craig, ISV Partner Manager, share their insights from working with founders across Switzerland and globally. Hans is the creator of Google Cloud's Founder Stories series and holds a Masters in Digital Marketing Strategy from Trinity College Dublin. Chris brings operational and scaling experience from his years at Uber during its pre-IPO hyper-growth phase and holds an MBA from HSG.They discuss the current state of the Swiss startup ecosystem, from founder mindset and scaling patterns to the evolving fundraising climate. The conversation explores how Switzerland compares to major innovation hubs and what unique advantages founders can leverage: including deep tech talent, AI readiness, and a rapidly maturing support system.The discussion also goes deep on cultural dynamics and how Swiss founders need to move faster, take risks earlier, and embrace iteration over perfection. Chris shares raw lessons from building at Uber, why focus determines survival, and why you need to stand for your ideas. Hans reflects on how community-driven founders are changing how startups launch, test, and scale in Switzerland. The cover portrait was edited by⁠ ⁠⁠⁠⁠⁠⁠⁠⁠www.smartportrait.io⁠⁠⁠⁠⁠⁠⁠⁠⁠.‍Don't forget to give us a follow on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Youtube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠so you can always stay up to date with our latest initiatives. That way, there's no excuse for missing out on live shows, weekly giveaways or founders' dinners.

Summary del Show: • Los futuros bajan levemente tras el rally tecnológico: $SPX -0.1%, $US100 -0.3% y $INDU plano. El mercado espera ventas minoristas atrasadas, PPI de septiembre y confianza del consumidor, con el foco en márgenes ante aranceles y señales de gasto resiliente. • Meta consideraría gastar miles de millones en TPUs de Google desde 2027 y alquilarlos vía Google Cloud en 2026. La nota presiona a $NVDA y $AMD y apoya a Alphabet $GOOG/$GOOGL, abriendo un frente competitivo directo en chips de IA para data centers. • Novartis $NVS sube en premarket tras la aprobación de la FDA a Itvisma, primera terapia génica intratecal para SMA desde los 2 años con mutación SMN1. Dosis única, sin ajustes por edad/peso, con datos sólidos de eficacia y seguridad en STEER y STRENGTH. • Bed Bath & Beyond $BBBY comprará The Brand House Collective por $26.8M en acciones, cerrará >40 tiendas poco rentables en 2026 y promete ≥$20M en sinergias anuales; Amy Sullivan será la CEO del nuevo Beyond Retail Group tras el cierre (1T26).

Alphabet (GOOGL) passed Microsoft (MSFT) in market cap to become the third largest company on the stock market. Diane King Hall talks about the NATO and Google Cloud deal sending shares soaring on Monday's opening bell. Sticking with the Mag 7, Diane touches on Tesla's (TSLA) rally after Elon Musk touted the company's A.I. chip business. Carvana (CVNA) accelerated to the upside thanks to an upgrade from Wedbush. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In today's Cloud Wars Minute, I break down why Google Cloud's new Gemini Enterprise may be Thomas Kurian's most ambitious and most defining move yet.Highlights00:14 — One of the fastest-growing companies in the Cloud Wars Top 10 — and one that has been the most innovative, successful, and is definitely making a run at the number one spot — is Google Cloud. And I think that this week, as Thomas Kurian begins his eighth year as CEO of Google Cloud, he has recently pulled together what I'm calling his crowning achievement.01:15 — It's what it's done here with Gemini Enterprise. I think it is the perfect fit to simplify and accelerate the journey into the cloud — or, I'm sorry, into AI, the AI economy — for their business customers. Gemini Enterprise says, “We can do the whole thing end-to-end ... But you're free to pick and choose any of the different pieces of it — bring in other vendors, other technologies."02:13 — I think what they're doing here is saying, “We've taken care of the heavy lifting of the underlying technology, everything from the models to the platform to the developer tools to governance and security and privacy. You, the customer, can now focus on unleashing your people and their creativity to build on this platform to help drive those great business outcomes you want.”03:03 — So, different companies at different points in their evolutions and transformations can pick what they want. The big thing: faster time to value, because it's ready to go out of the box. There's not a lot of patchwork to be done now.04:00 — Kurian has taken the best of the cloud with the best of AI, and offered them up to customers in a seamless package that delivers not just the underlying technology but this sense I talked about that they can move into this very exciting but also very different AI economy with a lot of confidence about where they're headed and what's going on. Visit Cloud Wars for more.

In Part 1 of the Telco Days 2025 podcast series—produced in partnership with Telco Days 2025—Doug Green of Technology Reseller News sits down with Dawid Mielnik, General Manager Telco at Software Mind, a global software and technology services provider. With more than 25 years of telecom experience and a 1,600-person engineering organization across Europe and the U.S., Software Mind helps operators modernize everything from voice and signaling to OSS/BSS and cloud-native telco stacks. As Mielnik explains, “We're big enough to scale, but small enough to care—our clients always know exactly who is on the team and who owns the outcomes.” Mielnik highlights Software Mind's software-first mindset and deep telecom expertise as core differentiators. Unlike traditional integrators, Software Mind not only deploys technology but also builds, customizes, and fills functional gaps with tailored software. “Our clients appreciate that we know telecom from the inside—IMS, signaling, roaming, legacy architectures, BSS/OSS. That domain knowledge makes all the difference,” he notes. He also shared real-world examples illustrating how Software Mind accelerates modernization. For a major European telecom group, the company migrated a legacy voice system to a fully containerized Kubernetes environment, reducing deployment cycles from 12 hours to under two hours. Another engagement rebuilt a monolithic CVM platform into microservices on Google Cloud, enabling daily deployments instead of monthly releases. “It wasn't just a technical upgrade—it changed how the entire delivery team worked,” Mielnik says. Looking ahead, Mielnik points to cloud-native architectures and AI as the forces reshaping telecom for the second half of this decade. Operators continue to grapple with large legacy stacks, while AI is rapidly being embedded across operations, assurance, fraud prevention, and customer engagement. “AI is making its way into every layer of the telecom network, and cloud is the foundation for the next wave of transformation,” he explains. The discussion also introduces Telco Days, Software Mind's annual thought-leadership and knowledge-sharing initiative. What began in 2018 as a Kubernetes training program has grown into a global hybrid forum where operators and partners discuss modernization, AI, customer engagement, and data strategy. All sessions from Telco Days 2025 are now available on demand to the entire industry. Learn more at: https://softwaremind.com/

C'est un partenariat aussi inattendu que stratégique que Bruxelles a officialisé ce lundi 24 novembre. L'OTAN s'allie à Google Cloud, un géant privé de la tech, pour moderniser la gestion de ses données parmi les plus sensibles de la planète. L'annonce a été faite lors de la troisième conférence annuelle sur le cloud organisée par l'Alliance en Belgique. Au cœur de l'accord : une technologie baptisée Google Distributed Cloud “air-gapped”. Un nom technique pour désigner un système totalement isolé du monde extérieur. Ici, pas de réseau, pas d'Internet, pas de connexion au cloud public. Les serveurs Google seront installés physiquement dans les infrastructures de l'OTAN, mais fonctionneront en vase clos, sous le contrôle exclusif de la NCIA, l'agence de communication et d'information de l'Alliance.Le dispositif servira notamment au JATEC, le centre d'analyse et de formation de l'OTAN. Toutes les opérations sensibles, les simulations militaires et les flux classifiés transiteront par cette bulle numérique fortifiée. L'objectif : bénéficier des capacités d'IA et d'analyse de Google, tout en garantissant que aucune donnée ne quitte jamais le périmètre militaire. Un compromis qui permet à l'organisation de parler ouvertement de « souveraineté », un terme habituellement réservé aux États. Pourquoi faire appel à Google, alors ? Parce que l'OTAN veut accélérer sa transformation technologique, tout en profitant d'outils d'IA impossibles à développer en interne dans les mêmes délais. Tara Brady, présidente de Google Cloud pour l'Europe, explique que l'accord permettra à l'Alliance « d'accélérer de manière décisive sa modernisation numérique tout en maintenant les niveaux les plus élevés de sécurité ». Une manière de dire que la puissance algorithmique de Google est devenue incontournable.Du côté de l'OTAN, le discours est assumé. Antonio Calderon, directeur technique de la NCIA, rappelle que « le partenariat avec l'industrie est essentiel » à la transformation de l'organisation. Et l'IA fait désormais partie des outils opérationnels que l'Alliance entend maîtriser. Le déploiement commencera dans les prochains mois. Et au-delà du symbole, ce contrat de plusieurs millions de dollars raconte une réalité : même les institutions les plus secrètes du monde n'échappent plus à la révolution de l'intelligence artificielle. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Richard Seroter is a Chief Evangelist at Google.

In today's Cloud Wars Minute, I reveal how Palantir leapfrogged the competition with 63% cloud growth, shaking up the Cloud Wars Top 10.Highlights00:14 — Periodically, I do an update on what I call the Cloud Wars Growth Chart. The latest list shows that Palantir — new to the Cloud Wars Top 10 — is number one in fastest growth, by a long shot. Google Cloud, which for the last six quarters had been the fastest growing, is now in the number two spot. Oracle comes in at number three.01:06 — So let's see here: Palantir — look at this — 63% growth to $1.12 billion. Previous quarter growth rate: 48%. Pretty nice when you can go from 48% to 63% in a market like this. So the question is: What is Palantir doing that has allowed them to grow at these dramatically higher growth rates?02:05 — Number two, Google Cloud. 34% growth to $15.2 billion. That's an acceleration from the previous quarter's 32% growth. The third: Oracle. 28% growth, $7.2 billion in cloud revenue — up from 27%. SAP grew 27% in Q3, $6.14 billion. Previously 28%. Then Microsoft grew 26% in cloud revenue to $49.1 billion for the quarter, down from the previous quarter's growth rate of 27%.03:07 — We saw growth throughout the Cloud Wars Top 10. Six of the nine that report their cloud revenue said that they are seeing accelerating growth from one quarter ago to their most recent quarter. So six out of nine growth rates going up, even as they're getting bigger. Now the outlier there is IBM, which does not break out its cloud revenue.03:47 — The other big thing I see coming along is that we are moving into a place now where it's becoming fuzzy between cloud and AI. Because cloud, after all, is the delivery vehicle that has made AI now something accessible to every individual in the world.04:40 — So, we see these sort of intertwined, bonded pairs of cloud and AI. It's been fascinating to watch this. And these growth rates show the market is getting hotter. These companies are growing faster — for the most part — remarkable. So, hats off to Palantir, Google Cloud, Oracle, and all the others on this list. Visit Cloud Wars for more.

AI literacy is becoming essential across every organization, but most leaders are still figuring out how to measure it, teach it, and communicate its value.  In this episode of AI Answers, we dig into questions about emerging AI skills frameworks, why literacy matters for every employee, how to talk about risk and responsible AI guidelines, and what to do when teams resist training or demand proof before pilots begin. Show Notes: Access the show notes and show links here Timestamps: 00:00:00 — Intro 00:05:33 — Question #1: Have any AI literacy frameworks emerged that help assess and track employees' AI skills? 00:09:45 — Question #2: How important is it for all employees to develop basic AI literacy?  00:12:34 — Question #3: How can leaders articulate the business value of investing in AI literacy when stakeholders aren't yet convinced it matters? 00:14:27 — Question #4: What's the most effective way to help senior executives understand the risk of not having AI guidelines in place? 00:16:36 — Question #5: When companies start drafting responsible AI guidance, do you recommend formal “policies,” more flexible “guidelines,” or something in between?  00:20:00 — Question #6: Many teams love the idea of AI but resist assessments, training, or structured onboarding. How can leaders overcome that resistance? 00:23:15 — Question #7: How should organizations respond when proof is demanded before pilots have happened? 00:26:29 — Question #8: Are there organizations successfully using a single overarching KPI to measure the impact of AI?  00:28:20 — Question #9: What's your advice for getting data, governance, and access into shape so AI can actually deliver results?  00:32:48 — Question #10: How close are we to real enterprise adoption of AI Agents, and what should organizations be preparing for now? 00:38:39 — Question #11: Have you had a chance to use GPT-5.1 yet?  00:42:10 — Question #12: As generative AI reshapes search, what should marketers know about the shift from SEO to GEO?  00:45:39 — What do you think organizations should keep an eye on in the next few months?   This episode is brought to you by Google Cloud:  Google Cloud is the new way to the cloud, providing AI, infrastructure, developer, data, security, and collaboration tools built for today and tomorrow. Google Cloud offers a powerful, fully integrated and optimized AI stack with its own planet-scale infrastructure, custom-built chips, generative AI models and development platform, as well as AI-powered applications, to help organizations transform. Customers in more than 200 countries and territories turn to Google Cloud as their trusted technology partner. Learn more about Google Cloud here: https://cloud.google.com/   Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy 

Timestamps:4:58 - Diversity in tech: challenges and opportunities6:08 - Recruiting challenges in tech13:00 - Supporting girls in STEMThis episode was sponsored by Google Cloud. Join their Founder's Story event on December 4th to hear an exclusive panel discussion with visionary leaders sharing what it takes to go from building companies to funding them. Link is in the bio! This episode was originally a live conversation recorded at the SEF.Growth Founders Conference back in June 2025.Episode Summary:Beat Knecht is the co-founder and CEO of the TV streaming provider Zattoo, and a general partner at the VC fund REALR. She also founded Genistat and Levuro. Bea holds a BA in Computer Science from the University of California, Berkeley.Carla Bünger is the co-founder of Phoenix Technologies, a tech cluster that drives the AI landscape through its sovereign hyper-secure IT infrastructure (kvant Cloud) and its SaaS solutions in frontier technologies. She also co-founded KORE Technologies Switzerland. Carla holds an MA in International Relations from the Geneva Graduate Institute.Sandra Trittin is the co-founder and CGO of beebop.ai, a power grid orchestration software which unlocks grid flexibility within consumer devices, turning it into a valuable, tradable asset. She also founded Futurize Energy. Sandra holds an MBA from Mannheim Business School.During their chat with Silvan, our 3 guests discussed the current representation of women in tech in the Western world. Women are significantly underrepresented in tech, especially in leadership roles (e.g., only 22% of AI professionals in Switzerland are women). They face career obstacles such as stereotypes, biases, and societal filters that hinder their progress.Diverse teams drive innovation, but the tech industry often overlooks this potential. To improve gender representation, proactive efforts are needed, including:Encouraging risk-taking (critical for startups and leadership).Building support systems (mentorship, peer networks).Fostering STEM environments for girls to ensure future diversity.Addressing unconscious biases in hiring and promotions.Ultimately, empowering women in tech requires systemic change, from education to workplace culture, to unlock their full potential and drive long-term progress.

In this episode of The Marketing Factor, Austin Dandridge sits down with Julian Modiano founder of Acuto and Weavely to unpack the future of data, automation, and AI inside modern marketing agencies.Julian's rare background blends deep PPC experience from Merkle and Brainlabs with true engineering chops as a Google Cloud developer — giving him a uniquely technical and marketer-centric view of what agencies actually need. We cover data warehousing, MMM vs attribution models, AI slop, automation pitfalls, BigQuery, Looker, TikTok's rise, and whether agencies should hire developers. This episode is loaded with practical insights for performance marketers, operators, founders, and anyone building the “agency of the future.”

What does MLOps look like when you are deploying 22,000 models a month? Maddie Daianu, Head of Data and AI at Intuit Credit Karma, joins the Data Bros to pull back the curtain on one of the most high-volume data environments in FinTech. With a 100-person team serving 140 million members, standard data practices break down. Maddie shares how her team manages terabytes of daily data on Google Cloud and explains the massive strategic pivot they are undertaking right now: The move from "Information" to "Agency."

In today's Cloud Wars Minute, I explore how tech rivals are becoming collaborators to better serve customer innovation.Highlights00:43 — I call SAP and Snowflake's recent announcement a promiscuous partnership that's powerful and promising. I'll try not to trip over too many more P's here, but I think the point of this is we're seeing the promiscuous side: big tech companies that, you know, were very selective about how they worked with each other in the past.01:04 — I think now we're seeing that there are great advantages toward them aligning in ways — working together to do things for customers that neither could do individually. I think the ultimate example of this is the Oracle multicloud deals with Microsoft, Google Cloud, and AWS. So, in this case here, now we see both SAP and Snowflake are in the data cloud space.02:04 — This could have been a situation where SAP and Snowflake might have said: "I have a Data Cloud. You have one. We're going to compete" — but the result would be — “We're going to make customers' lives more miserable, because to work with both the SAP Data Cloud and the Snowflake Data Cloud, those customers are going to have to find workarounds and ways to integrate and all that.” Instead, they said, “Let's try to do this together.”03:00 — Some highlights: it accelerates customer innovation because they can spend more time focusing on business innovation, growth, and new business models, rather than a lot of expense on integration. The two companies, Snowflake and SAP, have intertwined their brands, which I think reveals to customers a very powerful commitment. This solution is called SAP Snowflake.03:55 — The AI revolution has put all sorts of new and interesting, challenging stresses on customers, right? And on the Cloud Wars Top 10 vendors: it can't just be business as usual for customers. The tech vendors have to operate differently — not just in the products they create but in the alliances they strike.04:46 — I tip my hat to Snowflake and SAP, and I think we're going to be seeing lots more of these promiscuous partnerships break out as the needs of the AI Revolution require customers to do things differently — which, in turn, compels the Cloud Wars Top 10 companies to behave in different ways. Visit Cloud Wars for more.

The Today in Manufacturing Podcast is brought to you by the editors of Manufacturing.net and Industrial Equipment News (IEN).This week's episode is brought to you by Hexagon. Download "6 Mistakes Manufacturers Make When Trying to Fix an Issue," to find out the six common, yet critical mistakes you need to avoid. Download now.Every week, we cover the five biggest stories in manufacturing, and the implications they have on the industry moving forward. This week:- Honda Wheels Could Fall Off Due to an Italian Fence Mishap- Musk's Boring Company Fined $500K for Wastewater Dump- Novelis Reveals Plan to Restart Hot Mill Damaged in Fire- How This 19-Foot-Long Station Wagon Hit 180 MPH- Flooring Manufacturer to Close 3 Plants, Cut 500 Jobs At ChristmastimeIn Case You Missed It- FDA Provides Path for At-Home Prenatal Ultrasound in the U.S. - Visby Partners with Google Cloud to Launch At-home PCR Test for STIs in Women- Coal Miners with Black Lung Say Government is Suffocating the Working Man- Toyota to Invest Up to $10 Billion More in U.S. ManufacturingPlease make sure to like, subscribe and share the podcast. You could also help us out a lot by giving the podcast a positive review. Finally, to email the podcast, you can reach any of us at David, Jeff, Andy or Anna [at] ien.com, with “Email the Podcast” in the subject line.

Dr. Fei-Fei Li is known as the “godmother of AI.” She's been at the center of AI's biggest breakthroughs for over two decades. She spearheaded ImageNet, the dataset that sparked the deep-learning revolution we're living right now, served as Google Cloud's Chief AI Scientist, directed Stanford's Artificial Intelligence Lab, and co-founded Stanford's Institute for Human-Centered AI. In this conversation, Fei-Fei shares the rarely told history of how we got here—including the wild fact that just nine years ago, calling yourself an AI company was basically a death sentence.We discuss:1. How ImageNet helped spark the AI explosion we're living through2. Why world models and spatial intelligence represent the next frontier in AI, beyond large language models3. Why Fei-Fei believes AI won't replace humans but will require us to take responsibility for ourselves4. The surprising applications of Marble, from movie production to psychological research5. Why robotics faces unique challenges compared with language models and what's needed to overcome them6. How to participate in AI regardless of your role—Brought to you by:Figma Make—A prompt-to-code tool for making ideas realJustworks—The all-in-one HR solution for managing your small business with confidenceSinch—Build messaging, email, and calling into your product—Transcript: https://www.lennysnewsletter.com/p/the-godmother-of-ai—My biggest takeaways (for paid newsletter subscribers):https://www.lennysnewsletter.com/i/178223233/my-biggest-takeaways-from-this-conversation—Where to find Dr. Fei-Fei Li• X: https://x.com/drfeifei• LinkedIn: https://www.linkedin.com/in/fei-fei-li-4541247• World Labs: https://www.worldlabs.ai—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Dr. Fei-Fei Li(05:31) The evolution of AI(09:37) The birth of ImageNet(17:25) The rise of deep learning(23:53) The future of AI and AGI(29:51) Introduction to world models(40:45) The bitter lesson in AI and robotics(48:02) Introducing Marble, a revolutionary product(51:00) Applications and use cases of Marble(01:01:01) The founder's journey and insights(01:10:05) Human-centered AI at Stanford(01:14:24) The role of AI in various professions(01:18:16) Conclusion and final thoughts—References: https://www.lennysnewsletter.com/p/the-godmother-of-ai—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

In today's Cloud Wars Minute, I take a look at how Oracle's bold multicloud partnerships — with Microsoft, AWS, and Google Cloud.Highlights00:15 — One of the ways in which Oracle has been distinguishing itself is not just with its new technology, but with interesting go-to-market approaches. Now, Ellison recently said that while Oracle's multicloud business, where its three competitors, Microsoft, AWS, and Google Cloud, all offer the Oracle Database to their customers, that revenue was up over 1,500%.01:11 — He said so far, almost all of that growth has been generated by the Microsoft partnership because it was the first to come on board. Ellison believes that as the AWS partnership and Google get up to speed — and they get all the infrastructure set up to support that — you'd think that's going to drive a new round of growth for the Oracle Database business.02:12 — Can the Oracle Database hit $20 billion in revenue in five years? Ellison seemed bullish on that. One reason is the new Oracle AI Database, purpose-built for the AI Revolution. Second is these multicloud partnerships. There's such a demand among customers who have wanted the Oracle Database but have felt trapped using Microsoft Azure, AWS, or Google Cloud.03:15 — The AI reasoning, which Ellison was calling it, also known as inferencing, is something a lot of companies are going to be doing when they take these new tools and say, “How do I suit this for my retail company or my clothing company or my trucking company?” That's where, Ellison said, everybody's going to want to do this. He sees massive demand for it.04:32 — In a full-length article that I have today on CloudWars.com, I offer four specific points on why this approach that Ellison led with Oracle — and that the others fully agreed to — is so important. It's a great trend moving forward in the direction of more capability, more choice, more power in the hands of customers here in the buyer-seller equation. Visit Cloud Wars for more.

In this special live episode of the Shift AI Podcast recorded at Seattle AI Week, Dr. Andre Alfred, who leads threat operations and security for Google Cloud's Fortune 500 customers, joins host Boaz Ashkenazy for an eye-opening conversation about the intersection of AI and cybersecurity. With his remarkable journey from high school help desk operator to earning his PhD and leading security operations at Microsoft, Oracle, and Google, Andre brings a unique perspective on protecting critical infrastructure in an era where adversaries have access to the same powerful AI tools as defenders.From data poisoning threats that could compromise healthcare diagnostics to the challenges of securing physical infrastructure like water systems and power grids, Andre shares what keeps him up at night and why two-factor authentication isn't optional anymore. The conversation explores how AI is transforming both offensive and defensive capabilities in cybersecurity, why the next generation of jobs will be defined by leaders rather than technology, and Andre's commitment to visibility as an African American leader in tech. Through his scholarship program at Western Governors University, Andre is opening pathways for the next generation of cybersecurity and healthcare professionals. If you're wondering about the real security threats we're not thinking about—and why the future of work requires "more focus"—this conversation offers crucial insights from someone defending some of the world's most critical systems.Chapters[00:00] Introduction and Boaz's Journey to the Shift AI Podcast [02:37] Andre's Background and Role at Google Cloud Security [03:44] The Non-Traditional Path: From Help Desk to PhD [06:25] The Decision to Return to College and Transform Your Career [08:41] From Capital One to Microsoft to Google [12:03] What It's Like to Wake Up Every Morning in Threat Operations [14:21] The Bittersweet Reality: When Innovation Can Be Weaponized [15:31] Data Poisoning and Healthcare: The Threat We're Not Thinking About [18:37] Teaching Kids to Question What They See Online [20:06] Physical Infrastructure Vulnerabilities and Social Engineering [24:09] The Future of AI and Cybersecurity in 2030 [26:24] Creating Jobs of the Future Through Education [29:41] The Intersection of Cybersecurity and Healthcare [32:29] Leaders Must Define the Next Jobs, Not Let Technology Define Them [33:36] Being Visible as an African American in Tech [36:11] Two Words for the Future: "More Focus"Connect with Dr. Andre Alfred LinkedIn: https://www.linkedin.com/in/aoalfred/Connect with Boaz Ashkenazy LinkedIn: https://linkedin.com/in/boazashkenazy Email: info@shiftai.fmSpecial thank you to Western Governers University for hosting and sponsoring this live episode at the Labor Temple in Seattle WA during AI Week.

At KubeCon 2025, the CNCF launched the Certified Kubernetes AI Conformance Program to standardize AI and ML workloads on Kubernetes, ensuring portability across hybrid and sovereign clouds and preventing platform lock-in. Supported by companies like Google, Microsoft, Oracle, Broadcom, and Red Hat, the initiative promotes interoperability, scalability, and efficient production deployment. Arm showcased its Neoverse platform alongside Google Cloud's Axion N4A VMs, enabling energy-efficient, scalable AI workloads, while partnerships with CNCF projects like Harbor, OPA, Kedify, and AuthZed help developers build secure, portable, and cost-effective cloud-native systems from edge to cloud. This and more on the Tech Field Day News Rundown recorded live at Commvault Shift with Tom Hollingsworth and Stephen Foskett. Time Stamps:0:00 - Welcome to the Tech Field Day News Rundown1:17 - VAST Data makes $1.17B Deal with CoreWeave4:42 - Spektrum Labs Uses Cryptography to Prove Cyber Resilience7:37 - HPE Drops Qumulo, Scality, and WEKA to Focus on Its Own Storage10:56 - Red Hat Unveils Major OpenShift 4.20 Updates for AI, Security, and Edge13:57 - AWS Builds Transatlantic Fastnet Cable to Boost Cloud and AI17:31 - Pentagon Expects Industry to Train AI, Not Pay for It20:34 - CNCF Standardizes AI Workloads on Kubernetes25:17 - Arm and CNCF Showcase Efficient Cloud-Native Systems at KubeCon 202529:26 - Thank You Commvault for Hosting Tech Field Day31:01 - The Weeks Ahead32:55 - Thanks for Watching the Tech Field Day News RundownFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Upscale Conference held it's annual European gathering last week in picturesque Málaga, Spain. Creativity and AI may seem strange bedfellows to some with the efficiency drive of AI bumping up against the messy organic nature of creative production. But the bubbling enthusiasm evident at Upscale Conf shows that there are plenty that believe it's an augmentation to the creative process rather than a replacement. Upscale Conf is into its third year with AI Entrepreneur Linus Ekenstam as circus master keeping the crowds energised and making sure the focus is always on the creative output rather than the intricacies of AI models. Upscale Conference 2025 reviewed The optimism evident over the talks spoke to a resilience that design was always governed by the human as editor. Marten Kuipers of Dutch design firm DEPT® proclaimed that "AI does not have taste but you do" gaining a loud cheer from the room. While the AI advancements mean that all sectors are experiencing upheaval, we would expect the stalwarts of the creative industry to be treating AI with kid gloves. Veterans Frog Design were represented by Andreas Markdalen who emphasized the importance of human creativity and collaboration in the face of AI, arguing that the ability to connect with people emotionally and create meaningful experiences remains the most crucial factor in the success of any design project. But AI is pushing barriers and breaking rules and nowhere is this more evident than viral AI video breakout stars The Dor Brothers. Ironically Yonathan Dor is the only Dor that exists, but it doesn't stop him putting out hugely popular political satires with an irreverent group of 10 employees. Given the reaction to the videos, it's maybe no surprise that the White House called him looking for more of his edgy style. Riot But the economics of the media landscape still prevail. As Yonathan Dor states, the Dor Brothers is "still a business. So sometimes we post an ad, they're like, what the fuck is this? Sorry guys, we need to make money. Yeah, you know, we're up front. I think at the end of the day what people appreciate is transparency and honesty." At the moment AI has become a lightning rod for all the controversies, anxiety and optimism swirling around society at large. But as our media landscape is changing Nacho Floristan of Google Cloud predicts that 80% of global internet traffic will be video by 2030. Whether that is dominated entirely by AI generated content remains to be seen. FreePik Spaces One of the common issues around AI generation is the parallel task to run models, compare outputs, test parameters and tweak workflows. A hodge podge of techniques might work for an individual, but has been hampering the ability for companies and groups to adopt AI into their workflows. Upscale's sponsor, the local Málaga firm, FreePik, used the conference venue to launch their solution to this problem. FreePik Spaces is an impressive blend of collaboration features and node based workflows. FreePik seems to be tackling the bugbear of most enthusiasts in this Creative AI space. What was previously only available to ComfyUI tinkerers and those comfortable with GitHub repositories is now a node or two away. Brands can stay aligned while generating work and the shared canvas means iterations and feedback can be visible to all. Freepik Spaces: The infinite canvas for creative workflows FreePik for their part sees it as becoming less noticeable even while being more integrated into our lives. Speaking to Irish Tech News, their CEO Joaquin Cuenca said that "wider society will eventually normalize AI, just like computers became commonplace. As AI becomes more integrated into products and services, it will become less noticeable and its impact will be more subtle, focusing on the value of the product itself rather than its AI capabilities." More avenues for AI Slop? The idea that AI is shovelling out slop of low quality and dubious use was not shared by most attendees. Max Ott...

David Trainer of New Constructs discusses their partnership with Google Cloud to launch Finsights, a “perfectly curated” AI agent based on “super clean data” combined with Google's Gemini. He explains how they've built the AI tool for investors and how it can be used both on the institutional side and retail side. “Success is going to be getting this into as many investor hands as possible.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In today's Cloud Wars Minute, I dig into why Google Cloud's momentum in AI-centric deals is reshaping the entire cloud landscape.Highlights00:30 — A few major things became evident from Google Cloud's third-quarter results from late last month. One, if you look at the giant deals Google Cloud signed in the first three quarters of 2025, it inked more billion-dollar-plus deals than it did in all of 2023 and 2024 combined. The pace of these huge investments by businesses is accelerating.01:05 — Alphabet CEO Sundar Pichai expressed excitement that enterprise AI is now becoming a huge factor of these massive deals. In just three quarters, Google Cloud signed more billion-dollar deals than in the previous eight combined. Seventy percent of all Google Cloud customers are now purchasing the company's AI products and services. Another indicator of momentum is its backlog.02:25 — Pichai also said that Google Cloud now has 13 products with annualized revenue run rates exceeding $1 billion. He emphasized the company's diversification and scaling of its product line, many of which are tied to enterprise AI. Gemini Enterprise has already been adopted by over 700 customers and deployed across more than two million seats.03:36 —Over the last two years, Google Cloud has been the fastest-growing player in the Cloud Wars Top 10. I'll go into more detail in an article later this morning, but it's worth noting that Google Cloud's reign as the number one fastest-growing company is about to end. That's because Palantir, a new entrant into the Top 10, posted an eye-popping 63% revenue growth in Q3.04:15 — Still, if you set aside the outlier of Palantir, Google Cloud remains the fastest-growing among the rest. It's executing well, with lots of momentum. The backlog data underscores that this isn't just about past performance — it's a forward-looking indicator that their pipeline is incredibly strong. So, hats off to Google Cloud for doing a great job. Visit Cloud Wars for more.

Wie baust du Mobile Games, die nicht nur Spaß machen, sondern auch auf jeder Plattform funktionieren und sich selbst tragen? In dieser Episode sprechen wir über Mobile Gaming: von der Idee über den Game Loop bis zur Monetarisierung. Mit dabei ist Fabi Fink, Game Lead bei Lotum. Lotum steht für Social Casual und Puzzle Hits wie Quiz Planet und Word Blitz, hat die Marke von 1 Milliarde Installationen geknackt und spielt technisch die gesamte Klaviatur von Web bis Native.Wir klären, warum Mobile inzwischen rund die Hälfte des Gaming-Umsatzes ausmacht und ordnen Hypercasual, Casual, Midcore und Hardcore mit vielen Beispielen ein. Wir zeigen, was Mobile heute bedeutet: Native Apps in App Store und Play Store, aber auch Games als Facebook Instant Games sowie Integrationen für Reddit, Discord, TikTok und Netflix. Du erfährst, wie Social Loops auf Plattformen funktionieren, warum asynchrones Multiplayer ein Growth-Hebel ist und was Viralität gegenüber klassischer User Acquisition auszeichnet.Technisch gehen wir tief rein: Warum Lotum für viele Titel auf Vue.js setzt und Game-UX wie eine hochinteraktive Web-App denkt. Wir sprechen über Performance-Details, GPU-freundliche Animationen und warum beim WordBlitz-Core Plain JavaScript die Nase vorn hat. Im Backend wird es handfest mit WebSockets, Redis-Clustern und Realtime-Events in der Google Cloud. Dazu kommen Tools und Plattformen wie Nakama (Open Source Backend for Games) und SpacetimeDB, plus eine ehrliche Kostenstory rund um Firebase.Natürlich geht es auch ums Geld: Ads vs. In-App Purchases, Hybrid-Modelle, ROAS über 180 Tage und was erfolgreiche Titel wirklich auszeichnet. Wir teilen KPI-Realität, A/B-Testing-Erkenntnisse, warum kleine UX-Texte große Effekte haben können und welche Schwelle ein Spiel bei Lotum erreichen sollte, um weiterverfolgt zu werden.Wenn du wissen willst, wie moderne Mobile Games entstehen – technologisch, produktseitig und monetär – schnapp dir diese Episode.Unsere aktuellen Werbepartner findest du auf https://engineeringkiosk.dev/partnersDas schnelle Feedback zur Episode:

In today's Cloud Wars Minute, I call out AWS's slowdown in both innovation and momentum, as the rest of the hyperscalers redefine the future of cloud.Highlights00:15 — Now it's been interesting here as we watch the four hyperscalers recently, Microsoft, AWS, Google Cloud, and Oracle. We hear that cliche about a rising tide lifts all boats. And I would say that AWS is definitely the one of the four hyperscalers that is rising less slowly, less quickly, and to not as great a height.01:08 — AWS is the company that created the cloud infrastructure business, and for most of those 19 years, AWS deserved to be called the King of the Cloud. But a few years ago, Microsoft's cloud, Azure, became, you know, quite prominent. Google Cloud started to innovate wildly. Oracle has been on fire. AWS lost the role, the opportunity, the swagger of being the leader02:16 — It is now the follower. AWS is not the innovator, either in technology or in go-to-market ways, and these financial results prove that they certainly had a very nice Q3. You can't just bring metrics or comparative performance from other industries and apply it to the Cloud Wars. Those numbers that AWS put up were just not anywhere close to as good as those of its competitors.03:36 — So, in either of those cases, AWS is being dramatically outgrown by the other three hyperscalers. There's just no way around it, and in a detailed article that I'll have on cloudwars.com later today, I lay that out both for the quarterly numbers and the latest RPO and backlog figures.04:23 — And in the AI Revolution, these four companies are in large part helping the entire global economy to establish, "How am I going to move forward? What am I going to need to do?" The other three have all stolen the jump on AWS and become much more dynamic, and that's revealed in the customer demand, expressed as quarterly revenue and also going forward as RPO or backlog.05:28 — What we're seeing here is the fact that this, this notion of innovation, of, you know, relentless performance, relentless excellence, relentless progress. It can be brutal at times. And while AWS is a big, successful company, is going to be around for a long time, the numbers are showing it is no longer anywhere close to the leader. Visit Cloud Wars for more.

Stephen Grootes speaks to Emile Stipp, Global Chief Actuary and Managing Director of Vitality AI, about how Discovery Group’s new partnership with Google Cloud is transforming health management. Through the launch of Vitality AI, the insurer is using artificial intelligence to deliver hyper-personalised, proactive health recommendations to millions of users worldwide, marking a major step forward in digital wellness innovation. In other interviews, multi award-winning chef Coco Reinarhz, chats about the embodiment of African epicurean elegance, the state of luxury dining and fine cuisine in South Africa. He explores how local high-end restaurants measure up against global standards, the artistry behind their offerings, and how evolving tastes and expectations from South African diners are shaping the country’s fine dining scene. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

India is the 2nd largest startup ecosystem now. But, can it be at par with Silicon Valley?With 37 years of experience in the valley, Avanish sahai believes it can. But what made Silicon Valley the ultimate startup ecosystem? It was investors, universities and an environment where people dreamed to come live and work. And, in the last 25 years India has been going through the same transformation. And the changes are nothing short of  admirable.Avanish started his career from a Mckinsey office in 1999 which ideated India's software dream,  with policy changes the country needed to lead in Technology. Since then, he's held senior roles at Oracle, Salesforce, ServiceNow, and Google Cloud, and served on HubSpot's board through its journey from $500M to $2B.Avanish talks with great passion about startups that are disrupting the world today, taking lessons from small companies that took over legends who were believed to be indestructible. Even with all the hype around AI, Avanish reminds us that ultimately it's all about people. 0:00 – Trailer1:13 – 37 years in Silicon Valley2:33 – McKinsey's “Vision 2020” for India (in 1980)7:30 – When only $8 was allowed for migrants to the U.S.?9:48 – “India is the ultimate definition of a startup ecosystem”11:30 – How openness to the world has changed India13:08 – India's tech stack should go global14:09 – Why “India is hot” right now17:41 – Global disruptors building for the world19:48 – Think big and fail often24:09 – HubSpot: Single product → multi-product → platform27:11 – How today's startups can compete with legends30:45 – Salesforce had APIs from day one (in 1999)35:51 – How AI is redefining Legends vs. startups41:51 – Life as a Stanford DCI fellow42:53 – How should the world adapt for 20–25 extra years?45:29 – How to spot the right wave and players in Career45:16 – Get mentors, stay curious, and take risks48:00 – Why it's still all about PEOPLE51:53 – How AI could disrupt vertical SaaS industries-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products (9:21) AI's impact: anticipating the 3-day workweek (12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership (18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision (22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global (24:21) Ari's relationship with his brothers and Elon Musk Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Ari: https://x.com/AriEmanuel Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

In today's Cloud Wars Live, Mahesh Thiagarajan, EVP, Oracle Cloud Infrastructure, speaks with Bob Evans about Oracle's bold strategy to lead in the AI infrastructure race. He details how Oracle is scaling zeta-level compute, launching a 1.5 gigawatt GPU campus, and engineering full-stack solutions that combine bare-metal hardware, custom networking, and advanced software. With OCI's rapid innovation and massive scale, Oracle is positioning itself as a serious challenger to cloud incumbents like AWS, Microsoft, and Google Cloud.Scaling AI at OracleThe Big Themes:Enterprise Data Continuity and Cloud Strategy: Enterprises rely on mission-critical data, such as databases, and migrating that data to the cloud remains a major strategic priority. The challenge isn't simply moving data: It's building a cloud platform that delivers real value to customers. As Thiagarajan and his team began developing Oracle Cloud Infrastructure to support these needs, they focused on core fundamentals: performance, cost efficiency, and security. This illustrates that for today's cloud providers, success isn't just about innovative features, but about engineering deep, resilient infrastructure.Customer‑First Execution: Thiagarajan repeatedly states there is no perfect playbook. The approach: wake up every day, talk to partners, figure out what customers need and execute. This mindset emphasises responsiveness and pragmatism. Given the rapid pace of change in cloud and AI, large providers cannot wait for general frameworks to emerge. They must iterate, partner, and build in real time.“Late” As An Advantage: Thiagarajan observes that arriving in cloud later gave Oracle the ability to learn from first movers' mistakes and benefit from newer hardware generations without legacy baggage. While first movers often carry large legacy systems, later entrants can design for new architectures (bare‑metal, custom networking) from the ground up. That doesn't guarantee success but presents an advantage if leveraged.The Big Quote: “You earn trust with [partners] by getting their products out to market fast into the hands of the customers, because that really translates to them, the end customer, being happy."More from Mahesh Thiagarajan and Oracle:Connect with Mahesh Thiagarajan on LinkedIn or take a look at his Oracle blog posts. Visit Cloud Wars for more.

(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on the US-Saudi AI alliance Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Tareq: https://x.com/TareqAmin_ Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

Apple brings the App Store to the web. When the cyber white hats turn black hat. Jensen didn't get what he really wants from Trump. Coca-Cola says nobody cares if the commercials are AI. Is Common Crawl the secret AI infrastructure? And why Google Cloud is the thing sending Google stock to new all-time highs. Apple brings its App Store to the web (The Verge) Prosecutors allege incident response pros used ALPHV/BlackCat to commit string of ransomware attacks (Cyberscoop) Waymo's robotaxis are coming to three new cities (The Verge) Trump Officials Torpedoed Nvidia's Push to Export AI Chips to China (WSJ) Coca-Cola Injects ‘Holidays Are Coming' Ads With an Upgraded Dose of AI (WSJ) The Nonprofit Doing the AI Industry's Dirty Work (The Atlantic) AI turned Google Cloud from also-ran into Alphabet's growth driver (Reuters) Steven Bartlett's Steve Jobs Cartoon Video Learn more about your ad choices. Visit megaphone.fm/adchoices

Glen boils down the prevailing themes from this year's Money 20/20 conference, upping the ante via interviews with a pair of compelling startups (Eloquent AI and RentFlow) and Paze's update on securing identity through the digital wallet. Also- Fiserv shakes investors to the core, and open banking continues to ruffle feathers.    Links related to this episode:   Eloquent AI: https://www.eloquentai.co/    RentFlow: https://www.therentflow.com/    Paze: https://www.paze.com/    A credit union-specific take on Fiserv's stock meltdown: https://chipfilson.com/2025/10/a-surprise-for-1254-credit-unions-heads-up-for-everyone-else/    Western Union's stablecoin play: https://ir.westernunion.com/news/archived-press-releases/press-release-details/2025/Western-Union-Announces-USDPT-Stablecoin-on-Solana-and-Digital-Asset-Network/default.aspx    PayPal and Google Cloud's agentic AI gambit:  https://cloud.google.com/blog/topics/financial-services/introducing-an-agentic-commerce-solution-for-merchants-from-paypal-and-google-cloud      Join us for our next CU Town Hall- Wednesday November 19 at 3pm ET/Noon PT- for a live and lively interactive conversation tackling the major issues facing credit unions today. The Town Hall is free to attend, but advance registration is required:  https://www.cutownhall.com/     Follow us on LinkedIn:  https://www.linkedin.com/company/best-innovation-group/   https://www.linkedin.com/in/jbfintech/  https://www.linkedin.com/in/glensarvady/

In today's Cloud Wars Minute, I take a look at how Oracle and Google Cloud are surging past Microsoft and AWS in RPO and backlog growthHighlights00:13 — There's no question that 10, 12, 15 years ago, it was AWS and Microsoft that set the rules for cloud infrastructure. Google Cloud and Oracle, both of them, while much smaller in revenue than AWS and Microsoft, are growing much faster. My conclusion here is that Oracle and Google Cloud are roaring past Microsoft and AWS in RPO and backlog growth. Let me show you what I mean.01:14 — Oracle, Google Cloud, Microsoft, AWS. I've got two sets of growth rates here. This first one looks sequentially — Q3 RPO growth versus total Q2 revenue — and what the growth rate is. Oracle: $455 billion RPO. It grew sequentially from their last quarter to this quarter — its RPO went up 43%. Google Cloud: $155 billion. From last quarter's number to this quarter, its RPO growth rate was up 46%.02:17 — Microsoft: $392 billion, huge number, but its RPO grew just 6.5%. Looks weak compared to the others, but then there's AWS — $200 billion RPO for the quarter ended September 30. That's an RPO growth of only 2.5%. So, we have these two high-flyers in the hyper-growth category, mid-40s, and the two big traditional cloud infrastructure vendors growing in single digits.03:15 — RPO growth rates on an annual basis, year over year. Oracle's up 359%. Google Cloud: huge jump here, 82% growth in their backlog year over year. Microsoft: very nice, 51% year over year. But if you look at the most recent number, it's 6.5%. AWS — I can't give you an annual growth number because a year ago AWS was not releasing its backlog numbers. In Q2, it was $195 billion.04:03 — So, they went up $5 billion to $200 billion, and that's why they had that small growth number. Now we all know those lines about “there are three kinds of lies — lies, damned lies, and statistics.” So, somebody might think I'm spinning a tale and fibbing or lying about these numbers, but the numbers themselves do not lie, and what they're clearly showing is that Google Cloud and Oracle are doing new sorts of things.04:46 — They're appealing to the new needs, demands, and requirements customers have, and it's being reflected in the growth — not only their higher revenue growth rates, which reflect the past, but also their RPO or backlog growth rates, which reflect and look into the future. Visit Cloud Wars for more.

(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey (8:43) WWE vs UFC: Why they are opposites, star building (11:21) Physicality of the WWE and how they support wrestlers (14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE (21:28) Helping America's youth via physical fitness (23:35) How the internet forced wrestlers to blend their in ring personas with real-life Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Triple H: https://x.com/TripleH Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

Juan Loaiza is the EVP of Database Technologies at Oracle. In today's special episode of Cloud Wars Live, Loaiza joins Bob Evans to discuss how AI is transforming the way businesses interact with data. He spotlights Oracle's new AI-native database, the importance of trust and security in enterprise AI, and why business users now play a bigger role in data strategy. It's a revealing look at how Oracle is shaping the future of intelligent data systems.The AI Data RevolutionThe Big Themes:Trust, Governance, and Privacy Must Be Built Into the AI‑Data Stack: One of the strongest points made by Loaiza is about the risk of AI in enterprises: hallucinations, mis‑use of data, privacy violations, regulatory consequences. When mission‑critical systems (hospitals, banks, telecoms) are involved, errors are unacceptable and can be illegal. Oracle's approach is to embed privacy and access controls down into the database engine: the system knows who the end user is, what they can see, and ensures AI cannot leak unauthorized data.Multi‑Cloud, On‑Premises, Hybrid — Customers Want Flexibility: Loaiza describes how Oracle is enabling customers to run their database and AI workloads wherever they need: on‑premises, in public clouds (AWS, Azure, Google Cloud), or via “cloud at your data center” options like Exadata Cloud@Customer. This speaks to regulatory, latency, data sovereignty and operational constraints. For enterprises, the takeaway is that deployment flexibility is essential. A one‑size‑fits‑all cloud model may not meet strategic needs.Business Users and Developers Now Have Voices in Database Strategy: Historically, databases were the domain of DBAs, IT operations, and infrastructure teams. Now business users and developers also have meaningful voices because of AI democratizing access. This shift means organizational structures, roles and processes must change. Data governance, training, tool‑selection and deployment pipelines need to reflect that the “consumer” of the database is broader.The Big Quote: “[AI] can translate English to this language of computers, the language of data, which is SQL. So, what that means is you don't have to learn this crazy language anymore. So pretty much anyone, business people, lay people, can now talk using their normal natural language to the database, and the database will understand what they're saying and give them answers, build applications to all these and this is something I honestly never thought I'd see in my entire life, and it's here today."More from Juan Loaiza and Oracle:Follow Juan on LinkedIn or learn more about Oracle's approach to security. Visit Cloud Wars for more.

In today's Cloud Wars Minute, I look at the shift in enterprise preference from Microsoft to Google Cloud.Highlights00:15 — The three original hyperscalers all released numbers for Q3 last year. Each should be proud, but Google Cloud stood out in a significant way. Its Q3 revenue is up 34% to $15.2 billion. Its Q2 growth had been 32%, so, accelerating here. Mid-year, it said its CapEx would be $75 billion for all of 2025. A few months ago, it said, “Now we're going to have to make it $85 billion..."01:38 — Now it's saying it's going to be somewhere between $91 and $93 billion for this year. If you take the three hyperscalers in their Q3 performance here: $49.1 billion for Microsoft, up 26%, , terrific results. AWS, $33 billion; that was up 20%, so accelerating from Q2's 17.5% — very nice. And then Google Cloud, $15.2 billion, as I mentioned, up 34%.02:39 — AWS and Microsoft are much larger than Google Cloud. Regarding new business Microsoft added $2.4 billion, AWS $2.1 billion, and Google Cloud $1.6 billion. So how does that play out? Well, of the $6.1 billion in incremental new revenue, Q3 over Q2, Microsoft got 39.3%, AWS, 34.4%, and Google Cloud,26.2%. So, for Google Cloud, 15.6% overall, but 26.2% of the new business.03:47 — My point here is that some previous long-range contracts that these companies have been winning have positioned AWS and Microsoft as much larger than Google Cloud; they've earned that. But looking forward here, in the early days of the AI Revolution, Google Cloud is gaining a disproportionate share of new business based on its size relative to AWS and Microsoft.04:44 — But I think the interesting thing here is to say, of the new business and looking forward, who's winning this stuff — sort of right here, right now — forgetting the size disparities that have been up in the past. And Google Cloud, on that front, is looking very good. Visit Cloud Wars for more.

APROVEITE A BLACK FRIDAY EMPIRICUS: https://emprc.us/HGGywv As gigantes de tecnologia voltaram a dominar o noticiário financeiro. Alphabet (Google), Microsoft, Meta, Amazon e Apple divulgaram resultados trimestrais muito acima das expectativas, impulsionadas pelo boom da inteligência artificial (IA). O avanço do Google Cloud, Azure, AWS e da publicidade digital reforça que o ciclo da IA continua gerando crescimento acelerado, lucros recordes, novos investimentos em infraestrutura e oportunidades bilionárias para investidores em ações de tecnologia.Enquanto isso, o Federal Reserve (Fed) cortou os juros nos EUA em 25 pontos-base, mas surpreendeu ao afirmar que novos cortes não estão garantidos. A decisão veio em meio à falta de dados oficiais de inflação e emprego, às divisões internas no comitê e ao anúncio do fim do aperto quantitativo em dezembro. Jerome Powell comparou a situação a “dirigir na neblina”, alertando para um cenário de cautela econômica, mercado volátil e incerteza nos próximos meses.No quadro Compra ou Vende, nossos analistas discutem:- Nvidia (US$ 5 trilhões em valor de mercado) e as expectativas para seus resultados impulsionados pela IA;- Vale, com destaque para o balanço do 3º trimestre e o impacto das commodities globais;- ETF ARGT, influenciado pela vitória de Javier Milei na Argentina e os reflexos para o mercado latino-americano.Com Larissa Quaresma, Matheus Spiess e Enzo Pacheco, analistas da Empiricus Research, debatendo os principais temas de macroeconomia, política e investimentos da semana.Aproveite a Black Friday da Empiricus: acesso a todas as carteiras da casa pelo preço de uma única premium — uma chance única de diversificar seus investimentos com inteligência: https://emprc.us/HGGywv

Dr. Anton Chuvakin, Security Advisor at Office of the CISO, Google Cloud and a recognized expert in SIEM, log management, and PCI DSS compliance, will help us cut through the buzzwords and discuss modern security operations.Join the Defender Fridays community, live every Friday, to discuss the dynamic world of information security in a collaborative space with seasoned professionals.Dr. Chuvakin is now involved with security solution strategy at Google Cloud, where he arrived via Chronicle Security (an Alphabet company) acquisition in July 2019. He is also a co-host of Cloud Security Podcast.Until June 2019, Dr. Anton Chuvakin was a Research VP and Distinguished Analyst at Gartner for Technical Professionals (GTP) Security and Risk Management Strategies (SRMS) team. At Gartner he covered a broad range of security operations and detection and response topics, and is credited with inventing the term "EDR." He is a recognized security expert in the field of SIEM, log management and PCI DSS compliance. He is an author of books "Security Warrior", "PCI Compliance", "Logging and Log Management" and a contributor to "Know Your Enemy II", "Information Security Management Handbook" and others. Anton has published dozens of papers on log management, SIEM, correlation, security data analysis, PCI DSS, honeypots, etc. His blog securitywarrior.org was one of the most popular in the industry.Support our show by sharing your favorite episodes with a friend, subscribe, give us a rating or leave a comment on your podcast platform. This podcast is brought to you by LimaCharlie, maker of the SecOps Cloud Platform, infrastructure for SecOps where everything is built API first. Scale with confidence as your business grows. Start today for free at limacharlie.io.

In an AI push, Amazon has already axed 14,000 jobs and that total is reportedly going to hit 30,000.

In This Episode This episode of Breaking Banks features host Jason Henrichs sharing thoughts and key take-aways fresh from Money 20/20 USA. Stablecoins, Agentic AI and especially Agentic Commerce dominated many conversations at this year's Money 20/20 event. Cross Border Payments another big topic not to mention AI, how it's changing the game and being used by financial institutions. Jason had the opportunity to speak with Harriet Rees, CIO of Starling Bank (UK), who discussed the exciting announcement made at Money 20/20 regarding Starling Bank's collaboration with Google on fraud detection. Through this AI-powered partnership, Starling Bank can now help customers identify warning signs of purchase scams. Their new tool, Scam Intelligence, allows customers to upload images of items and ads from online marketplaces. It then analyzes them for signs of fraud and provides personalized guidance within seconds. This tool, built with Google Gemini in collaboration with Google Cloud, is available today for personal, joint, and business account customers. This UK-first initiative by Starling and Google has the potential to save billions of pounds annually. Listen now, and enjoy the episode!

Google Q3 2025 Post-Mortem: AI Execution Over AI HypePost MortemIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why investors are rewarding Google's spending while punishing others, and how its strategy from TPUs to Gemini shows real ROI in the new compute era.We cover:• Revenue acceleration across Search, YouTube, and Cloud (+15% to +34%)• Gemini's rapid growth to 650M users, 300M paid• Why CAPEX to $93B is seen as productive, not reckless• Anthropic's commitment to TPUs and the growing Cloud backlog (+46%)• How AI integration is lifting engagement and monetization• Why Google's AI flywheel looks more efficient than peersDisclaimer Avory is an investor in AlphabetAvory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place.Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess our head of Compliance and Operations for any further details. 

Plus: Anthropic expands Google Cloud partnership to access 1 million chips. And U.K. car manufacturing falls in wake of Jaguar Land Rover cyberattack. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

(0:00) Introducing Jan Sramek (0:51) How California Forever is building America's next great city Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Jan: https://x.com/jansramek Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

(0:00) Introducing Orlando Bravo (1:53) Orlando's history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing's avionics business (19:24) Thoma Bravo's operating playbook after acquiring a company (26:16) Thoughts on taking Thoma Bravo public Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Orlando Bravo: https://x.com/orlandobravotb Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of his research Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Bryan Johnson: https://x.com/bryan_johnson Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie's bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark's strategies for bull and bear markets (16:01) Thoughts on Elon's trillion-dollar pay package Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Cathie Wood: https://x.com/cathiedwood Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg