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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Episodes
Salesforce’s Tableau CEO on Unlocking Data, Democratizing Insights 16.05.2024 44:47
“Our job is to unlock data for people, and being able to generate insights from it, whether it’s structured or unstructured, is a big opportunity for customers,” says Tableau CEO Ryan Aytay. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast Aytay and Anurag Rana, BI’s senior technology analyst, discuss trends in data visualization, how Tableau has cemented itself as a leading pro...
Onapsis Focuses on ERP Applications’ Security 14.05.2024 34:27
When organizations begin planning to migrate business applications to the cloud, security starts to take the drivers seat, Onapsis Chief Technology Officer Juan Pablo Perez-Etchegoyen says. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Perez-Etchegoyen joins Mandeep Singh, BI technology analyst, to discuss the deployment of security for enterprise resource-planning applicati...
Softbank’s Cassidy on AI Investments in Healthcare 09.05.2024 48:41
Softbank Vision Fund’s Director of Life Science and HealthTech John Cassidy discusses his approach to investing in health-care technology in this episode of the Tech Disruptors podcast. Co-hosts Sam Fazeli, Bloomberg Intelligence’s senior pharmaceutical analyst, and Mandeep Singh, BI’s senior tech analyst, also talk with Jason Burch, head of platform technologies at Ventus Therapeutics, one of the...
Check Point’s Shwed on What’s Next in Firewalls 07.05.2024 31:55
Check Point’s CEO Gil Shwed sits down with Mandeep Singh, Bloomberg Intelligence’s senior tech analyst, in this episode of the Tech Disruptors podcast, to talk about cybersecurity and the future of firewalls as attacks become more sophisticated. They discuss how companies are implementing a modern day SOC (Security Operations Center) and how consolidation and the emerging concept of “platformizati...
Vultr’s Kardwell on Cloud AI Workloads’ Impact 02.05.2024 52:50
The rise of generative-AI workloads has invigorated the cloud-services sector, with AI training and inference emerging as the next growth engine. Privately held provider, Vultr, pivoted early to building out an accelerated compute infrastructure. Vultr CEO J.J. Kardwell sits down with Woo Jin Ho, Bloomberg Intelligence tech analyst, in this Tech Disruptors podcast to discuss AI cloud demand and ho...
Navigating Regulation With Clearwater Analytics 30.04.2024 39:07
“Regulatory regimes change every day around the world,” says Clearwater Analytics CEO Sandeep Sahai, explaining one advantage of an investment reporting program that can reflect daily changes. In this episode of the Tech Disruptors podcast Sahai talks with Anurag Rana, Bloomberg Intelligence technology analyst, about how Clearwater is disrupting institutional investment reporting, how it plans to...
C3.ai’s Siebel on the Pull, Pitfalls of AI Ride 25.04.2024 47:10
Machine learning is expanding the use of predictive analytics across all industries, and C3.ai’s software offerings made it well prepared for this moment of broad generative-AI adoption, says CEOThomas Siebel. In this episode of theTech Disruptors Podcast, Siebel joins hostSunil Rajgopal, Bloomberg Intelligence’s senior software analyst, to discuss how developments in machine learning are reshapin...
Balyasny’s Use of Generative AI in Investing 23.04.2024 34:53
The use of generative AI and large language models has accelerated in money management the past 12 months, opening up “endless” possibilities for companies such as Balyasny Asset Management, says Charlie Flanagan, the firm’s head of applied AI. In this episode of the Tech Disruptors podcast, Flanagan joins Bloomberg Intelligence senior analyst Mandeep Singh to discuss the impact and potential of g...
Nutanix CEO on ‘Hyperconvergence’ Opportunities 18.04.2024 40:32
IT customers are scrutinizing their purchases more carefully than they had in the past, but they’re still spending because modernization and the digital transformation are critical for these companies, says Nutanix CEO Rajiv Ramaswami. In this episode of the Tech Disruptors podcast, Ramaswami returns to the studio and sits down with Bloomberg Intelligence senior analyst Woo Jin Ho to provide an up...
Databricks’ Rao on Harnessing AI at Scale 16.04.2024 46:57
The AI landscape continues to evolve at a rapid pace, and a focus on economically scalable models is gaining increased attention. In this episode of the Tech Disruptors podcast, Naveen Rao, VP of generative AI at Databricks, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss a wide range of topics, including neural networks, human vs. machine compute and the future...
Braze CEO on the Customer Engagement Solution 11.04.2024 41:48
Establishing a marketing-software platform that powers brands in customer engagement across any channel is where companies such as Braze can differentiate themselves, Bill Magnuson, CEO and co-founder, tells Bloomberg Intelligence. To do so, Braze looks to leverage AI technology and event-streaming data architecture, processing trillions of API requests and messages. In this episode of the Tech Di...
Stampli CEO on AI Accounts-Payable Automation 09.04.2024 36:10
Creating an accounts-payable solution that leverages AI from the start and extends to B2B payments differentiates Stampli in the mid-market customer segment. In this episode of the Tech Disruptors podcast, Stampli’s co-founder and CEO Eyal Feldman sits down with Bloomberg Intelligence analyst Niraj Patel to explain the company’s technology stack, use of generative AI and the greenfield opportunity...
Globant CEO Migoya on Grabbing Market Share 04.04.2024 40:37
A global pullback in discretionary IT spending in 2023 was barely noticed by Globant, which reported another year of solid revenue growth by helping clients leverage digital transformation to improve user experiences, Globant co-founder and CEO Martin Migoya tells Bloomberg Intelligence. He joins Tamlin Bason, BI technology analyst, to discuss how the company’s unique go-to-market approach has hel...
Planview CEO on the Digital-Transformation Wave 02.04.2024 47:54
Digital transformation, the cloud transition and AI adoption are top-of-mind themes for businesses of all sizes. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, Planview CEO Razat Gaurav joins Sunil Rajgopal, BI’s senior software analyst, to discuss the state of enterprise digital transformation, the importance of a strong data foundation and the dilemma of seat-based pricing...
Salesforce’s Auradkar on Data Cloud, Siled Info 28.03.2024 41:16
“Data Cloud is a binding layer that binds all of these different siloes in which you engage with your customers,” Rahul Auradkar, Salesforce’s executive vice president and general manager of the Data Cloud and Einstein businesses, explains to Bloomberg Intelligence Senior Technology Analyst Anurag Rana. The two break down the importance of having a unified data layer when leveraging generative AI,...
Adobe’s Firefly Reshaping the Creative Economy 26.03.2024 39:33
Adobe President of Digital Media Business David Wadhwani joins Bloomberg Intelligence senior technology analyst Anurag Rana to explore how generative AI is expanding client engagement across the company’s Creative and Document Cloud suites. They discuss improvements in consumer navigation and the growth of enterprise solutions through tools like GenStudio, while underscoring the significance of up...
Playtech’s Analytics Optimize Online Gaming 21.03.2024 34:57
B2B service providers must be innovative in how they develop solutions that enable online gaming companies to optimize customer experiences, Playtech US Chief Commercial Officer Marcus Yoder tells Bloomberg intelligence. He joins Brian Egger, BI’s senior gaming and lodging analyst, to discuss the company’s player account management (PAM) solutions and online gaming services. The two also discuss h...
Dremio on Evolving Data-Technology Landscape 19.03.2024 43:43
Driving intelligence and monetizing enterprise data depends on the underlying data architecture, query engines and storage resources. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, Dremio cofounder and Chief Product Officer Tomer Shiran joins BI senior software analyst Sunil Rajgopal, to discuss the evolving data-management architecture and technologies and how the company is...
Cerebras Goes Wafer Scale to Crack the AI Code 14.03.2024 44:17
Accelerators and compute are becoming technology’s picks and shovels for processing artificial-intelligence workloads. Cerebras Systems CEO Andrew Feldman joins the Bloomberg Intelligence Tech Disruptors podcast to discuss the dynamic AI-server market and how its Wafer Scale Engine (WSE) chip and Super Computer could offer a more cost-effective and powerful alternative to today’s cluster-based inf...
PagerDuty’s CTO on the Crux of IT Operations 29.02.2024 44:30
One of the critical components of the software value chain is resiliency, or how quickly a system can recover with the fewest people affected or noticing, says PagerDuty Chief Technology Officer Tim Armandpour. He joins Sunil Rajgopal, Bloomberg Intelligence’s senior software analyst, to discuss the IT operations landscape, key changes in incident-response software and the importance of integratio...
Canva Positioning AI Across the Creative Stack 23.02.2024 35:15
Coupling AI with more complex workflows is where companies such as Canva can differentiate themselves, Cameron Adams, co-founder and chief product officer of the graphic-design platform, tells Bloomberg Intelligence. In his second appearance on BI Tech Disruptors, Adams joins senior technology analyst Anurag Rana for a conversation on innovations in AI and how the technology is shaping privacy and...
Moderna and Drug Discovery With AI 15.02.2024 36:35
Vaccine-maker Moderna is also a data company, and that’s enabling it to use AI to drastically reduce drug-development times, Chief Information Officer Brad Miller tells Bloomberg Intelligence’s Sam Fazeli and Mandeep Singh. This episode of the Tech Disruptors podcast looks at a wide range of related topics, from the use of mRNA technology, to applying data for speeding up R&D for rare diseases. Th...
Cato Networks and SASE Cybersecurity Platform 06.02.2024 37:43
Cato Networks is looking to challenge network security incumbents including Palo Alto Networks and Fortinet by deploying its Secure Access Service Edge (SASE) platform offering to enterprise customers. In this episode of the Tech Disruptors podcast, CEO Shlomo Kramer sits down with Bloomberg Intelligence senior analyst Mandeep Singh to talk about the convergence of point products such as secure we...
Vast Data Expands to Become AI-Data Platform 01.02.2024 33:33
Vast Data is quickly reshaping the AI-infrastructure providers landscape by breaking down the silos of structured and unstructured data to reach smarter generative-AI results. In this Tech Disruptors podcast, Vast CEO Renen Hallak speaks with Woo Jin Ho, Bloomberg Intelligence hardware and networking analyst, about how its differentiated storage approach has allowed it to move up the AI stack to t...
SingleStore CEO on High-Speed Database Currents 30.01.2024 47:26
Enterprise data architecture is highly complex, databases deeply fragmented and demand for high-speed information flows continues to grow. In this edition of the Tech Disruptors podcast, SingleStore CEO Raj Verma joins Sunil Rajgopal, Bloomberg Intelligence senior software analyst, to discuss the convergence of transactional and analytical databases, enterprises’ need for real-time data and analyt...
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