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
Motorola Solutions: Creating a Halo Effect To Tap Into A $50 Billion Public Safety Market 26.01.2023 48:05
Bloomberg Intelligence senior technology analyst, Woo Jin Ho, hosts Motorola Solutions CTO Mahesh Saptharishi in a lively discussion in its efforts to digitally transform and seamlessly integrate the public safety device and application ecosystems to gain greater share of a $50 billion addressable market. Motorola Solutions is in the nascent stages of disruptions, which is analogous to the develop...
Building Great Companies from Great Products with Thoma Bravo 25.01.2023 40:39
Bloomberg Intelligence Technology Analyst Anurag Rana hosts Thoma Bravo managing partner Holden Spaht to discuss the trends in the enterprise software market that have led to Thoma Bravo's prolific recent acquisition history. There we canvas all the different aspects from product leadership to valuation to culture that make a company a good fit for the private equity firm, in addition to hearing t...
How ZipRecruiter Is Enabling a Better Employee Match 19.01.2023 37:11
Bloomberg Intelligence Analyst Niraj Patel hosted ZipRecruiter President David Travers to discuss the employment market from the eyes of the job seeker as well as the employer. We explore US workforce trends post the pandemic, such as the Great Resignation, remote Work, wage inflation, and the employment backdrop into 2023. David highlights the company's AI-enabled recruitment solution, Phil, and...
Atlassian's Path in DevOps to $10 Billion 18.01.2023 33:26
Bloomberg Intelligence is hosting Atlassian Chief Revenue Officer, Cam Deatsch to talk about the opportunity in DevOps and the next phase of growth in the company's $10 billion revenue goal.
Where Hg Sees Opportunity in Software 12.01.2023 42:50
Bloomberg Intelligence Technology Analyst Anurag Rana hosts Hg Senior Partner & Executive Chairman Nic Humphries to go over their view on notable disruptions in the overall software space and what exact aspects of companies they look for when making an investment. As head of the Saturn fund specializing in larger-capitalization companies, Nic stresses the importance of taking a longer term view on...
The Open Compute Project - Unlocking The Cloud Infrastructure For All 09.01.2023 47:12
Bloomberg Intelligence Technology Analyst Woo Jin Ho hosts Open Compute Project (OCP) CEO George Tchaparian to discuss the current and future innovations introduced by the consortium. Since its inception in 2009, the consortium has grown to over 300 members and boasts $18 billion in OCP-recognized vendor revenues. We discuss OCPs latest projects, such as disaggregating motherboards and chips, brin...
Advancing Battery Technology Through Silicon-Based Anodes with Sila 05.01.2023 33:28
Bloomberg Intelligence Chemicals Analyst Sean Gilmartin hosts Sila Nanotechnologies co-founder & CEO Gene Berdichevsky to discuss the rapid innovation and tremendous scale needed for next-gen lithium-ion batteries to sustain an electrified future and transition away from fossil-fuels. Sila's advanced silicon-based anode, which can replace the ubiquitous graphite-based anode, can help deliver 20% h...
DigitalOcean Carving a Niche in Cloud from Hyperscalers 28.12.2022 34:47
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting DigitalOcean CEO, Yancel Spruill, to talk about growth in cloud spending and how the company plans to compete with hyperscalers in a tough macro environment.
Lacework: Another Cybersecurity Disruptor using AI 27.12.2022 36:49
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Lacework CEO Jay Parikh, to talk about the cybersecurity landscape and how the company is differentiating itself using AI and machine learning in a crowded market.
Investigating Data Integration with Fivetran 19.12.2022 37:34
Bloomberg Intelligence Technology Analyst Anurag Rana hosts Fivetran co-founder & CEO George Fraser to discuss data integration and how this space deserves more attention in comparison to neighbor data warehouses and BI tools and why the integration layer is typically overlooked by enterprises. Despite the velocity and veracity of data, integration tools remain largely "DIY" by corporations, where...
How ZoomInfo Is Leading the Way In Data Privacy Management 08.12.2022 32:44
Bloomberg Intelligence Analysts Niraj Patel and Matthew Schettenhelm host ZoomInfo Chief Compliance Officer Simon McDougall to discuss how his company is charting a course for companies to navigate data privacy regulations. We dive into GDPR's impact across Europe and its possible migration to the US, emerging US data regulations from California and other states on business contact information use...
Procore CEO on Digitizing Construction, Demand 01.12.2022 30:23
Bloomberg Intelligence Senior Analyst Eileen Segall talks with CEO and Founder Tooey Courtemanche about Procore’s software that is helping the construction industry go digital. We also discuss how sales could be impacted by construction spending trends given higher interest rates and recession fears in the US.
Endava's Efforts on the Global Digital Transformation 22.11.2022 33:29
Bloomberg Intelligence Technology Analysts Anurag Rana and Tamlin Bason host Endava CEO, John Cotterell to discuss how Endava has been redefining the digital transformation space by combining product & technology strategies, intelligent experiences, and world class engineering to provide unique solutions to clients. We cover the current pace of the digitization landscape, Endava's industry oriente...
Code, What is It Good For? Going Codeless with Unqork 21.11.2022 47:43
Bloomberg Intelligence Technology Analyst Anurag Rana hosts Unqork founder and CEO Gary Hoberman to really pour over the way technology is created today and how code could be standing in the way of much more progress. Pioneering 'Codeless-as-a-Service', we look into the struggles many businesses face when looking for the right software tools to get the job done and how removing the barrier of code...
How Seismic is Shaking Up Sales Rep Enablement 17.11.2022 35:47
Bloomberg Intelligence Technology Analyst Anurag Rana hosts Seismic CEO Doug Winter to discuss how his company is forging a new sales enablement sub-industry amid broader CRM and ERP software markets. We take a look at the challenges and opportunities that come along with this category creation, the vast amount of data presented to a sales force today and why optimizing their onboarding process is...
Personalization Through Adobe Experience Cloud 15.11.2022 40:20
Bloomberg Intelligence Technology Analyst Anurag Rana hosts Adobe President of Digital Experience Anil Chakravarthy to really dive into the crux of the Digital Experience business and what are the driving forces behind it. We discuss each sub-market Digital Experience touches in detail and how Adobe looks to capture the best of both worlds when it comes to best-of-breed point products and integrat...
State-of-the-Art 3D Metal Printing with Velo3D 01.11.2022 24:18
Bloomberg Intelligence Technology Analyst Niraj Patel hosts Velo3D Founder and CEO Benny Buller to discuss the latest developments in material science and 3D printing processes for high-strength alloys disrupting the aerospace, automotive, and semiconductor industries. We dive into the company's partnerships with Elon Musk, SpaceX, President Biden's Additive Manufacturing initiative, and other lea...
Britannica's Disruption of PreK-12 Education 20.10.2022 32:00
Bloomberg Intelligence Technology Analyst Niraj Patel hosts Britannica Group CEO, Jorge Cauz, to discuss the impact of a multi-century-old iconic brand on traditional K-12 education. We dive into the evolution of the teacher-student interaction, the future of education and technology in classrooms worldwide, and the current challenges inherent in public school education.
How Gusto is Gaining Ground in Human Capital 11.10.2022 33:09
Bloomberg Intelligence Technology Analyst Anurag Rana hosts Gusto Co-founder and CTO, Eddie Kim to discuss the HCM space, and while this sector might seem quite crowded, what gives Gusto the edge needed to capture the small and mid-sized business market. We cover how Gusto's simplicity and unique user interface provide value to businesses and how this differentiates them from their payroll softwar...
RingCentral Finds Competitive Edge in Cloud-Based Voice Solution 05.10.2022 30:52
Bloomberg Intelligence Analyst John Butler hosts RingCentral's Founder and CEO, Vlad Shmunis to discuss how the company is standing apart from its peers by disrupting the legacy business PBX phone market with a cloud-based enterprise voice solution. We discuss the company's rich opportunity in this segment and how it's evolving its product line to tap growth in the broader Unified Communications-a...
The Future of Sports and Streaming with FuboTV 03.10.2022 42:08
Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan hosts FuboTV Co-founder and CEO, David Gandler to discuss the outlook for an evolving pay-TV landscape. We cover topics including Fubo's advancements in ad-tech and how they stand apart from vMVPD peers, in addition to broader streaming economics, and how live sports content will continue to be a major draw for viewers.
Trend Micro's Three Decades of Cybersecurity 30.09.2022 37:09
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Trend Micro's COO and President of North America, Kevin Simzer to talk about the latest trends in cybersecurity and how the company plans to fend-off CrowdStrike.
Rubrik Unleashing Data Security in a Zero-Trust World 22.09.2022 28:58
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Rubrik CEO, Bipul Sinha, to talk about the cybersecurity landscape and how demand for data security is likely to grow with the proliferation of data and zero-trust.
Powering the Traffic for The Clouds with Arista Networks 21.09.2022 44:22
In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, BI Analyst Woo Jin Ho hosts Arista COO Anshul Sadana to discuss the future of cloud and enterprise networks and how Arista’s leadership is more than feeds and speeds. They explore the networking building blocks needed for the metaverse/omniverse and where some of its recent acquisitions could take Arista next.
UserTesting's Critical Role Enhancing the Customer Experience 20.09.2022 45:30
Bloomberg Intelligence Technology Analyst Anurag Rana hosts UserTesting CEO, Andy MacMillan to discuss the vast, untapped market that is customer experience and human insights. The pandemic had systematically changed the way companies look for feedback and we chat about the incredible value that they unlock when incorporating video and audio feedback on their products, and how companies are able t...
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