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
DataRobot CEO on Building Domain-Specific AI 24.03.2025 48:25
As enterprises across industries seek to leverage artificial intelligence in their workflows, demand is mounting for specialized models designed for specific tasks and verticals, creating new opportunities for companies that manage the entire AI life cycle, such as DataRobot. In this episode of the Tech Disruptors podcast, the company’s CEO, Debanjan Saha, joins Bloomberg Intelligence Senior Softw...
Crusoe’s Energy-First Approach to AI Build-Out 21.03.2025 50:30
The sharp rise of AI workloads and larger parameter-training models needs a new type of data center — one that can support the size, power and cooling needed for 100,000 GPU AI server clusters. Crusoe co-founder and CEO Chase Lochmiller sits down with Bloomberg Intelligence analyst Woo Jin Ho to discuss how Crusoe’s vertically integrated, energy-first focus toward data-center infrastructure and it...
Adobe’s President on Mastering the Entire Content Supply Chain 19.03.2025 37:22
“For every knowledge worker, every business professional, an important element of what they do is creativity,” Anil Chakravarthy, Adobe’s Digital Experience president, tells Bloomberg Intelligence senior technology analyst Anurag Rana. On his third appearance on the Tech Disruptors podcast, Chakravarthy goes in depth on how Adobe is integrating its enterprise marketing tools, along with its creati...
Salesforce On How Agentforce 2.0, Data Cloud Expand Productivity 17.03.2025 45:10
“Most customer service reps have five to 20 different tabs open in their browser of all these different systems — it’s the modern equivalent of the swivel chair,” said Salesforce AI’s Adam Evans, executive vice president and general manager. In this episode of the Tech Disruptors podcast, Evans joined Bloomberg Intelligence’s senior technology analyst Anurag Rana for a discussion encompassing seve...
Grafana on Intersection of Observability, AI 14.03.2025 38:54
The infusion of compute-heavy AI across enterprise applications and work flows, growing appetite for real-time business intelligence and more digitization calls for an expansion of compute, storage and networking resources. The growing dependency on digital services and tools likely necessitates ongoing monitoring of the IT value chain to prevent business disruption and reduce time to remediate. T...
Google Cloud Scale in AI Training, Inferencing 12.03.2025 37:33
Google is an AI-first company, according to Mark Lohmeyer, vice president and general manager of compute and machine learning infrastructure at the company. It has deep expertise in all of the relevant domains customers might need - research, models and finally how they get built into applications and services. Lohmeyer sits down with Bloomberg Intelligence senior analyst Mandeep Singh on this epi...
Twilio CEO on Customer Data, Analytics and AI 10.03.2025 33:23
Twilio is a customer-engagement platform that combines cloud-based communications tools with contextual customer data, analytics and AI that are used by brands like Nike, Dominos and Toyota. The company is expanding beyond its historical focus on cloud-based communications platform-as-a-service software to allow its clients to more narrowly target their customer communications and increase the ROI...
Boomi’s CEO Making Sense of Disparate Data Leveraging Agentic AI 07.03.2025 41:42
“The average enterprise has over 360 applications running in the cloud today,” Boomi Chairman and CEO Steve Lucas notes to Bloomberg Intelligence senior technology analyst Anurag Rana. “Then, on top of that, the average enterprise is dealing with anywhere from 1,000 to 10,000 difference sources of data.” In this episode of Tech Disruptors, the two take a deep dive into the complexities that freque...
Elastic’s CEO on Powering the AI Value Chain 05.03.2025 45:03
Corporate efforts to harness unstructured data to drive business intelligence could keep growing. Enterprises deploying more AI-infused applications and pushing more of their workflows through the technology appear likely to boost demand for platforms like Elastic, which enable users to index, search and update large swaths of data, monitor the health of digital applications and infrastructure and...
SAP Business Data Cloud Optimizing Customers for Enterprise AI 03.03.2025 40:26
“More or less, the data strategy will inform the AI effectiveness,” SAP President and Chief Product Officer of Data and Analytics Irfan Khan explains to Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of Tech Disruptors, Khan and Rana delve into the three archetypes of data management, how zero copy sharing enables greater flexibility and how SAP’s new Business Data C...
Verizon Consumer CEO on AI’s Role in Telecom 28.02.2025 34:40
Verizon is the biggest wireless-service provider in the US, with its business largely centered on the consumer segment. Wireless is a high-touch business, which has prompted the company and peers to deploy AI across its customer-care operations to drive greater efficiencies and higher cross-selling. In this episode of the Tech Disruptors podcast, Sowmyanarayan Sampath, CEO of Verizon’s Consumer Gr...
Procore’s Approach to Automating Construction 26.02.2025 33:02
Delivering a comprehensive software platform for the construction industry that bridges project to financial management remains Procore’s central focus. Tooey Courtemanche, Procore’s founder and CEO, tells Bloomberg Intelligence that the platform has broad appeal for the various stakeholders, owners, general and specialty contractors. In this episode of the Tech Disruptors podcast, Courtemanche si...
WWT CEO on Building ‘AI First’ Business, Growth 24.02.2025 1:01:24
World Wide Technology (WWT) has evolved from a value-added reseller to a global systems integrator with $20 billion in annual sales and 10,000 employees that today identifies itself as an “AI First” company. WWT CEO and co-founder Jim Kavanaugh joins Bloomberg Intelligence analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss the company’s journey, building AI capabilities f...
Citi CTO Griffiths on LLM Deployment, AI Agents 21.02.2025 37:23
Costs for generative AI are coming down, with some of the leading models massively lower than they were a year ago, says Citigroup Chief Technology Officer David Griffiths. In this episode of the Tech Disruptors podcast, he chats about gen-AI deployment at his company with Bloomberg Intelligence analysts Alison Williams and Mandeep Singh. From back-end use cases to the impact on the product side,...
Contentful’s CEO on Digital Content Creation 19.02.2025 33:47
Contentful’s platform, built on an API-first architecture, provides differentiated technology for marketers and developers in creating landing pages, blogs, campaigns and other personalized content. CEO Karthik Rau talks about customer choices across the marketing-tech landscape and the company’s evolution to a broader platform from a composable content-management system (CMS). In this episode of...
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...
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