Bloomberg
Tech Disruptors
Tech Disruptors by Bloomberg Intelligence features conversations with thought leaders and management teams on disruptive trends. Topics covered in this series include cloud, e-commerce, cybersecurity, AI, 5G, streaming, advertising, EVs, automation, crypto, fintech, AR/VR, metaverse and Web 3.0. This podcast is intended for professional investors only. It is being prepared solely for informational purposes only and does not constitute an offer or investment advice.
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Flodesk Drives to Best-in-Class Email Marketing 14.02.2025 29:52
Automating email marketing with top-quality design and user experience is Flodesk’s central strategy. In this episode of the Tech Disruptors podcast, Martha Bitar, CEO and founder of Flodesk, speaks with Bloomberg Intelligence analyst Niraj Patel about empowering entrepreneurs and small businesses to reach their target customers more effectively. She discusses why 85,000 customers choose Flodesk,...
Yext CEO on Shifts in Search as LLMs Grow Scope 12.02.2025 35:26
Creating an ever-changing knowledge-graph relational database isn’t a small thing. But then connecting it to all the end points (to publishers and social media publishers) and managing the distribution workflow through channels is extremely important. Yext CEO Michael Walrath talks to Mandeep Singh, senior technology analyst at Bloomberg Intelligence, about the changes to traditional search and th...
Menlo Ventures on Developer Technology, M&A, AI 10.02.2025 36:20
The tools that enable companies to build, operate and manage enterprise applications and infrastructure are evolving, and AI’s advancements could reset the technology, business and M&A landscape. In this episode of the Tech Disruptors podcast, Tim Tully, a partner at Menlo Ventures, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the broad technology shift, with...
NTT DATA on DeepSeek’s AI, Data-Center Trends 07.02.2025 39:39
What does DeepSeek’s efficiency breakthrough and the Stargate Project mean for the adoption of AI, data-center growth, power consumption and cooling-system demand? In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Abhijit Dubey, CEO of NTT DATA Group, sits with Omid Vaziri, BI senior analyst, to examine new trends in AI and cloud infrastructure, growth expectations and challenge...
GoDaddy CTO on Tech Investments Empowering SMBs 05.02.2025 31:09
Building an online presence for small and midsize businesses (SMBs) is the central mission of GoDaddy. In this episode of the Tech Disruptors podcast, Chief Technology Officer Charles Beadnall discusses the major trends likely to be encountered by entrepreneurs, including AI, the range of tools across applications like domains, website creation to payment services and the ramp-up in security requi...
Cohesity CEO on Data Resilience for AI Era 03.02.2025 44:46
Modern-day businesses are increasingly digital and data dependent, and organizations need to critically monitor their data assets, protect them against external threats and create guardrails around access. They also need to have robust mechanisms and tools that allow them to back up, preserve and reconstruct applications in case of a disruption, and this creates an opening for platforms like Cohes...
Box CEO on Enterprise Content Management 31.01.2025 37:29
With AI “you can talk to your data for the first time ever. So you can ask almost any question on almost any amount of information in your enterprise,” Box CEO and Founder Aaron Levie tells Bloomberg Intelligence. The dispersed nature of enterprise information across regions and systems, accentuated by remote working, could drive the case for platforms like Box that allow users to centrally store...
Northern Data Build-Out of GPU Data Centers 29.01.2025 29:28
Northern Data runs “a full customer platform, which offers that groundbreaking Nvidia GPU infrastructure to help bring AI applications to life,” COO Rosanne Kincaid-Smith tells Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, she sits down with BI senior analyst Mandeep Singh to discuss the build-out of GPU data centers in a growing cloud market, and how the company is looki...
SentinelOne Pivots to LLMs in Endpoint Security 27.01.2025 31:55
What separates SentinelOne from other security-software providers is that you’ll find large language models “in a lot of our automation capabilities that help you go through and deal with triage, investigation and ultimately the remediation of issues,” Chief Product Officer Ric Smith says. In this episode of the Tech Disruptors podcast, Smith talks with Bloomberg Intelligence senior analyst Mandee...
Glean CEO On AI-led Democratization of Software 24.01.2025 43:00
“The AI trend still feels significantly larger than all of those previous trends that we’ve seen in technology over the last three decades” Glean CEO and founder Arvind Jain tells Bloomberg Intelligence. The growing enterprise-information stack that’s dispersed across diverse systems adds complexity and Glean enables organizations to deploy AI-powered knowledge retrieval systems for customer workf...
Asana CPO on Rewiring Workflows With AI 22.01.2025 35:42
It can be difficult to manage people via email or to coordinate work using spreadsheets or documents, raising the need for a “collaboration layer” such as that offered by Asana, Chief Product Officer Alex Hood tells Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, he joins Sunil Rajgopal, senior software analyst at BI, to discuss the AI-fueled changes to the work-management...
Gutmans on Bringing Google AI to Existing Data 16.01.2025 44:07
Andi Gutmans, VP and general manager of Databases at Google, said customers who house information in enterprise-grade databases — durable, reliable and secure — don’t want to move it around. As such, Google worked to bring AI capabilities into their existing databases. Gutmans sits down with Bloomberg Intelligence Senior Technology AnalystMandeep Singhto talk about the impact of large language mod...
The Future of Gen AI, Security With Microsoft 14.01.2025 43:36
“The workflow doesn’t go away, but the interface and the capability set of what constitutes a SaaS application is going to be very different than what we see today,” says Chris Young, Microsoft’s executive vice president of business development, strategy and ventures. In this episode of Tech Disruptors, Young joins Bloomberg Intelligence senior technology analyst Anurag Rana in a discussion coveri...
Zscaler Sees Cyberthreat Environment Growing 09.01.2025 36:39
The cyberthreat environment keeps worsening because more business is being conducted online and nation states are looking to steal secrets and intellectual property, and get into other countries’ infrastructure, according to Zscaler Chairman and CEO Jay Chaudhry. He sits down with Mandeep Singh, senior technology analyst at Bloomberg Intelligence, to talk about the relevance of gen AI to cybersec...
A View From the Top: Chambers’ 2025 Predictions 07.01.2025 44:41
This is the year that AI will break through to drive company productivity and in what’s becoming a Tech Disruptors annual tradition, tech luminary and former Cisco CEO John Chambers sits down with Bloomberg Intelligence tech analyst Woo Jin Ho to share his key themes for 2025 that could weigh on the technology sector and on investors’ minds. John zeros in on his latest thoughts on AI, security, In...
Microsoft Industry Uses Take AI to Next Level 17.12.2024 39:40
For selecting generative-AI strategy, “there’s usually four drivers before you get into the use case: domain accuracy, efficiency, cost effectiveness and, of course, deployment preferences,” says Satish Thomas, Microsoft’s corporate vice president of business and industry solutions. In this episode of Tech Disruptors, Thomas sits down with Bloomberg Intelligence senior technology analyst Anurag Ra...
Shopify’s Product Innovation Continues Apace 12.12.2024 50:27
“Merchants can bet on Shopify and not worry about falling behind the cutting edge here,” explains the company’s vice president of product, Glen Coates, to Bloomberg Intelligence senior technology analyst Anurag Rana on the latest episode of Tech Disruptors. “We are extremely good at software, so merchants can be really good at what they’re trying to build into their business.” The two delve into a...
Check Point’s Shwed on Cybersecurity Outlook 10.12.2024 36:11
US companies are experiencing about 1,800 attacks every week through attempted incursions that are more sophisticated than in years past. Check Point’s chairman and co-founder Gil Shwed discusses the outlook for cybersecurity in 2025 with Mandeep Singh, senior technology analyst at Bloomberg Intelligence. Firewalls, hyperscaler cloud capex, CrowdStrike’s mid-year IT outage, US elections, data secu...
Salesforce Chief Scientist on the Ingredients for Effective AI 05.12.2024 42:26
As AI moves toward agentic systems capable of performing tasks with minimal human intervention, guardrails setting boundaries and human verification of potentially unsafe output become crucial for enterprise applications, according to Salesforce executive vice president and chief scientist Silvio Savarese. In this episode of Tech Disruptors, Savarese and Bloomberg Intelligence senior technology an...
ClickUp CEO on Work Platforms for an AI World 03.12.2024 48:47
Enterprise work-management tools are likely to show dramatic development with growing machine-learning capabilities, more capable foundational models and the potential rollout of AI agents. This could bring opportunities as well as challenges, particularly in a space that’s highly fragmented. In this episode of the Tech Disruptors podcast, ClickUp founder and CEO Zeb Evans joins Sunil Rajgopal, se...
Datastax CEO on Tuning Databases for LLM World 26.11.2024 36:16
Datastax’s CEO Chet Kapoor talks about his company’s positioning in the database market with Bloomberg Intelligence’s Sunil Rajgopal and Mandeep Singh. They discuss the company’s pivot to generative AI, LLM customization and RAG (retrieval augmented generation) as enterprise customers evaluate different databases for AI inferencing.
Sonar’s Opportunity in Clean Code for Business 21.11.2024 36:06
Helping developers identify issues with the computer code they’re writing, from bugs to security vulnerabilities, is Sonar’s mission. CEO Tariq Shaukat shares with Bloomberg Intelligence how 7 million developers and over 400,000 organizations are leveraging the company’s platform, which analyzes more than 30 programming languages to reduce the business risk from bad code. In this episode of the Te...
SAP Placing Customers at the Center of its 3-Pillar AI Strategy 19.11.2024 45:48
“It's like an orchestra – each AI expert agent has unique expertise and could be an individual musician, Joule would be the conductor, and you can think of the human as the composer,” Walter Sun, senior vice president and global head of AI at SAP, tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of the Tech Disruptors podcast, Sun breaks down the three pillars of...
Flexera CEO on IT Spending and Optimization 14.11.2024 42:44
Companies across industries will continue to scrutinize information-technology spending, looking closely at the IT assets and compute environments and their utilization, particularly as AI investments are set to rise. In this episode of the Tech Disruptors podcast, Flexera CEO Jim Ryan joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss IT spending and optimization...
Cribl CEO on Optimizing and Activating Disparate Customer Data 12.11.2024 48:54
“The problem today is that data is growing at a 27% compound growth rate and budgets are not. There’s fundamental tension between data growth and budget” explains Cribl CEO Clint Sharp in an effort to break down how customers are struggling to get the most from their data. In this Tech Disruptors episode, Sharp sits down with Bloomberg Intelligence senior technology analyst Anurag Rana, and togeth...
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