Concentrix CEO Chris Caldwell joins Bloomberg Intelligence analyst Tamlin Bason to examine how AI is reshaping customer experience. As companies move from pilots to scaled deployment, Caldwell discusses how AI is enabling more personalized, real-time interactions, while introducing risks around consistency, trust and brand control. The conversation also explores the role of incumbents like Concentrix in bringing the scale needed to implement AI effectively, bridging the gap between emerging technology and enterprise execution. Caldwell shares where he sees value forming across the customer-experience ecosystem, and why protecting brand identity remains critical as automation deepens.

“Enterprises cannot vibe operate,” declares Madhav Thattai, GM and EVP of Salesforce AI, on this episode of Bloomberg Intelligence’s Tech Disruptors podcast. Thattai and BI senior technology analyst Anurag Rana discuss why Salesforce thinks the “SaaSpocalypse” narrative misses how agents change outcomes and how the company is trying to measure that shift with Agentic Work Units (AWUs) — a way to track work performed rather than just token inputs. Thattai outlines Salesforce’s four-part agentic enterprise framework: system of context, system of work, system of agency and system of engagement. The conversation explores how large-language model flexibility plus deterministic workflows are used to reduce “prompt doom loops,” improve latency and manage cost. The discussion also covers how Salesforce is monetizing agents via license bundles and consumption, and why AWUs and session-trace tooling are positioned as budgeting and operational aids for CIOs and CFOs.

AI adoption is moving from experimentation to execution, exposing gaps in data quality and governance. Qlik CEO Mike Capone joins Bloomberg Intelligence Senior Software Analyst Sunil Rajgopal to discuss why enterprises must build strong data foundations rather than rely on plug-and-play LLMs. “SaaS isn’t going away — it just has to be rewired,” Capone says, highlighting how AI is reshaping software architectures and limiting returns without strong data infrastructure. The discussion also covers Qlik’s positioning, competitive dynamics and how AI-driven productivity is influencing growth and product strategy.

The assumption that output grows linearly with headcount no longer holds. As AI tools drive a step-change in productivity, companies are rethinking their operating models. In this episode of the Tech Disruptors podcast, Owen Jennings, executive officer and business lead at Block, joins Bloomberg Intelligence Fintech and Payments Analyst Diksha Gera to discuss Block’s decision to reduce its workforce and how AI is reshaping both internal operations and the company’s products – from Cash App’s MoneyBot, which helps automate financial planning and budgeting, to Square’s upcoming ManagerBot, an AI-assistant designed to streamline SMB operations. Listen to hear more about how Block is deploying AI across its ecosystem — and how its approach differs from that of banks.

In banking, the AI question isn’t “Can you build it?” — it’s “Can you explain it, monitor it, and shut it off when required?” As the hype cycle moves past chatbots, a real competitive divide is emerging: institutions that can operationalize AI with auditability and control versus those layering copilots onto legacy workflows and hoping for the best. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Capital One’s Chief Scientist and Head of Enterprise AI Prem Natarajan joins BI fintech and payments analyst Diksha Gera to discuss why the bank is building — not just buying — its AI stack, and what gives Capital One a technology edge over competitors. Listen in to hear more about the bank’s expansive approach to AI as a capacity multiplier rather than a means to cut costs.

Lumentum CEO Michael Hurlston and VP of Investor Relations Kathy Ta join Bloomberg Intelligence’s Jake Silverman on this episode of the Tech Disruptors podcast to discuss how optics are playing an increasingly critical role in networking inside and across AI data centers. They explore how the company is becoming a key supplier of systems and lasers to hyperscalers. Hurlston unpacks his broad and lengthy tenure as an executive across semiconductors and hardware and how it’s helping him tackle new challenges as the data center evolves. The conversation also covers how Lumentum’s past as a sleepier supplier to telecom networks positions it well to address today’s AI networking needs.

Reddit’s Chief Operating Officer Jen Wong discusses the impact of gen AI models on its platform and how the company is positioning itself in the era of chatbots and LLMs. Wong sits down with Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh to discuss  the company’s ads business and how it plans to leverage LLM search to boost engagement. All the metrics referenced in the episode are as of December 2025.

Resale is evolving from a fragmented, thrift-driven experience into a technology-enabled infrastructure layer for the apparel industry. James Reinhart, co-founder and CEO of ThredUp, joins Bloomberg Intelligence senior equity retail analyst Poonam Goyal on this episode of the Tech Disruptors podcast. They discuss how automation, machine learning and AI are reshaping the economics of secondhand retail. He explains the “single-SKU” challenge that makes resale fundamentally different from traditional e-commerce, and how ThredUp’s investment in supply-chain automation and data science aims to unlock scale, margin expansion and improved inventory velocity. Reinhart also explores the company’s shift toward AI-driven discovery, its expansion into direct-selling capabilities and the growing role of resale as a recommerce partner to brands. He outlines why he believes technology — not just consumer demand — will determine which resale platforms achieve durable profitability in the next phase of retail disruption.

“No great company became a great company because they saved a lot of money,” says Eric Boyd, president of Microsoft’s AI platform. “They became a great company because they delivered amazing innovative experiences.” In this episode of Tech Disruptors, Boyd explains to Bloomberg Intelligence Senior Technology Analyst Anurag Rana how Azure OpenAI Service, Azure Machine Learning and Azure AI Foundry fit together. He also discusses what’s required to move to broad usage from a pilot: securing enterprise data, retrieving the right context (including “IQ” tooling), evaluating prompts across models and managing costs with techniques like model routing.

“Not everything is an AI problem,” says IBM Software SVP and Chief Commercial Officer Rob Thomas. In this episode of the Tech Disruptors podcast, Thomas and Bloomberg Intelligence senior technology analyst Anurag Rana discuss IBM’s hybrid cloud and AI strategy, from Red Hat/OpenShift and containers for multicloud portability to why the mainframe remains the platform for real-time, high-availability transactions. Thomas outlines IBM’s “new enterprise stack” and a layered, multimodel approach where orchestration and proprietary enterprise data matter more than any single frontier model — especially as sovereignty requirements rise. They also explore how system-of-record companies are best positioned to succeed in the AI era.

AI demand is scaling and infrastructure complexity is rising. Vultr CEO JJ Kardwell returns to the Bloomberg Intelligence Tech Disruptors podcast with an update on the market’s AI cloud demand. He spoke to BI tech analyst Woo Jin Ho about production AI workloads, GPU utilization and lifecycle economics, global data-center strategy, supply-chain constraints and capital discipline, as well as outlining how privately held Vultr is positioning for durable growth in the industry’s next phase.

“If anyone’s going to disrupt Khan Academy, it should be us,” founder and CEO Sal Khan tells Bloomberg Intelligence Senior Tech Analyst Anurag Rana, discussing how AI can deliver personalized learning at scale if embedded in classrooms with teacher oversight, guardrails for minors and rigorous model evaluation. Khan explains Khanmigo’s early GPT-4 roots, why Khan Academy is going multi-model to match use cases like Writing Coach and how district packaging helps cover compute costs while enabling monitoring and accountability. He also lays out a vision of the 2030 classroom where AI reduces teacher planning and grading burdens, supports small-group instruction and enables richer assessment, while warning workforce disruption may arrive faster than society is prepared for.

Lightmatter CEO Nick Harris joins Bloomberg Intelligence’s Kunjan Sobhani and Jake Silverman to explain why lasers — not just chips — are the missing piece to making co-packaged optics practical at hyperscale. Harris unpacks Guide, Lightmatter’s VLSP light engine, and Passage, the company’s photonic interconnect platform, walking through real-world reliability, density and power trade-offs, and how new EDA and foundry partnerships (Synopsys, Cadence, GUC) move photonics into standard semiconductor workflows. The conversation covers near-package vs co-package optics, deployment timing, who the early buyers will be, and the milestones to watch as photonics shifts from lab demos to production racks.

Russia invasion of Ukraine “has completely reframed perceptions of drone utility and value. Where once high-end, exquisite systems dominated the procurement logic, today there’s a much clearer recognition that quantity and replaceability are just as critical,” says AV Chief Growth Officer Church Hutton. On this episode of the Tech Disruptors podcast, Hutton tells Bloomberg Intelligence senior defense weapons analyst Wayne Sanders how the landscape of drone technologies and the scalability of platforms must balance between rapid production and programs of record, while maintaining a technological advantage over adversary weapon systems. Critical to this process is reducing “cost per effect” so that we’re no longer shooting down $10,000 drones with million-dollar interceptors. AV and other defense tech companies continue to have this as their mission statement.

Ciena is expanding from its telecom optical roots to become a critical enabler of AI-driven data-center infrastructure. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ciena Executive Advisor Scott McFeely joins BI analyst Woo Jin Ho to discuss how the company’s optical technology has evolved alongside hyperscale cloud and AI workloads, from coherent optics and WaveLogic DSPs to optical pluggables for scale across applications. They also explore how AI is reshaping optical demand around and inside the data center, Ciena’s move deeper into the rack through its Nubis acquisition and how its expansion into AI changes its intermediate-term growth trajectory.

‘We’ve seen an incredible acceleration of true automation, where AI agents were able to fulfill a significant amount of engagement with a consumer, whether it be voice or chat-based,” says Scott Russell, CEO of NiCE. He sits down with Bloomberg Intelligence analyst Mandeep Singh to talk about the deployment of AI agents for contact centers. From fine-tuning of large language models to handling a high volume of transactions, the discussion focuses on the various considerations for AI agents related to customer service across a range of industries.

Quantum computing is extending beyond the lab to redefine how we address complex problems. On this episode of Tech Disruptors, IonQ CEO Niccolo de Masi joins Bloomberg Intelligence analysts Jake Silverman and Kunjan Sobhani to explain what quantum computing is and how performance, reliability and cost will determine the winners of the race for fault tolerance. The conversation also explores how quantum computing can complement future AI systems — enabling new breakthroughs in security, networking and high-impact applications like materials and life science — while setting up a “winner-takes-most” competitive dynamic in the industry.

Powering businesses to accomplish their daily work remains Intuit’s central mission, using AI and a network of human experts to accomplish a wide range of business tasks for more than 100 million customers, from closing accounting books, processing payroll to preparing taxes. In this Tech Disruptors podcast episode, Intuit CTO Alex Balazs speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s evolution from a provider of desktop products to its latest AI agents. Balazs also touches on its data-scale differentiator, how GenAI is reshaping software and Intuit’s future position as a financial-operating system.Tech Disruptors: Listen to this episode on Apple Podcasts and Spotify.

“AI removes the friction from the intent to the implementation,” says Amanda Silver, corporate vice president and head of products, apps and agents at Microsoft. She talks with Bloomberg Intelligence senior technology analyst Anurag Rana about how copilots and agents are collapsing the software lifecycle — from natural-language ideas to code, tests and operations — shifting developers to reviewing and governance from typing, and making “evals” the new testing standard. She cites big-tech technical-debt wins, such as .NET and Java upgrades requiring 70–80% less manual effort, and SRE agents that reduce remediation time. Additionally, the two discuss GitHub Copilot, already among top contributors in key repos and adopted across most large enterprises.

“Internally, we’ve kind of moved from a model where kind of engineering kind of owned R&D, to a model where everyone is now in R&D” says Canva CTO Brendan Humphreys. On this episode of the Tech Disruptors podcast, Humphreys tells Bloomberg Intelligence senior technology analyst Anurag Rana how the web-native platform is expanding into the enterprise while leaning into AI, including a disciplined API layer to ship quickly, broad use of coding assistants with strict human-in-the-loop review and hiring for “AI-native” skills alongside companywide experimentation. Humphreys also covers how acquisitions like Affinity and Magic Brief fit the road map, and why compliance, governance and brand control are central as Canva targets 1,000-plus employee companies.

Embedded finance — integrating payments and financial services directly into apps and platforms — is entering its next phase, shifting from niche fintech use cases to core infrastructure for global players. In this episode of Tech Disruptors, Marqeta CEO Mike Milotich joins Bloomberg Intelligence analyst Diksha Gera to discuss how embedded finance, buy now, pay later and flexible credentials are reshaping payments at the point of sale, online and in store. They explore Marqeta’s competitive positioning, AI-driven personalization, the regulation vs. speed trade-off and why Europe could be an underappreciated growth lever as embedded finance moves upmarket.

Consumer credit may be approaching its foundational AI moment — with buy now, pay later emerging as the first visible act. On this episode of the Tech Disruptors podcast, Max Levchin, CEO and founder of Affirm and co-founder of PayPal, joins Bloomberg Intelligence global fintech and payments analyst Diksha Gera to discuss how machine learning is replacing static underwriting with real-time, transaction-level intelligence. They also explore why this shift could fundamentally reshape the economics of consumer lending over the next decade.

Now an annual tradition on the Bloomberg Intelligence Tech Disruptors podcast, John Chambers, former Cisco CEO and founder of JC2 Ventures, sits down with hardware analyst Woo Jin Ho to kick off 2026 with his latest predictions for the tech sector and the global economy. Chambers argues that AI is entering a phase of rapid adoption — driving enterprise productivity gains, reshaping capital allocation and compressing winner–loser cycles across industries. The conversation explores AI infrastructure investment, enterprise adoption, cybersecurity risks and the implications for labor markets, M&A, IPO activity and market volatility, with Chambers remaining bullish on AI’s long-term impact despite near-term disruption.

The private equity marketplace is increasingly competitive, making it difficult to win a seat at the table on hot deals. AT&T’s in-house private investment arm, AT&T Ventures, seeks to stand out by making strategic investments via a founder-friendly approach, targeting the companies that are helping to shape the future of communications, such as satellite providers, edge computing firms, AI-RAN developers, security companies and many more. AT&T Ventures Head Vikram Taneja joins Bloomberg Intelligence’s senior telecom analyst, John Butler, to discuss the company’s approach to investing, his thoughts on where communications technologies are headed and how his group aims to capitalize on current and future trends.

Webtoon pioneered the vertical scrolling format nearly 20 years ago, and has been expanding the genres of its content since. CFO David Lee joins Bloomberg Intelligence analyst Woo Jin Ho on this Tech Disruptors episode to explain how the company is building out its global-content platform using AI-driven creator tools, advanced data infrastructure and high-throughput content workflows. He discusses the economics of paid content, margin impacts from infrastructure modernization and how partnerships with Disney and Warner Bros. expand Webtoon’s IP engine. He offers a sharp look at where AI, platform scale, and digital media monetization converge.

Shopping is shifting from keyword-based search toward AI-driven, conversational guidance. Rajiv Mehta, Amazon.com’s vice president of Search and Conversational Shopping, joins Bloomberg Intelligence analyst Poonam Goyal on this episode of the Tech Disruptors podcast to discuss Rufus, Amazon’s AI shopping assistant that integrates large language models with the company’s commerce data and personalization capabilities. Rufus helps customers identify suitable products using natural language, images and even handwritten lists. Mehta outlines how features such as price history, “help me decide,” image upload and agentic tools like price alerts and auto-buy are reshaping product discovery, conversion and customer loyalty on Amazon — and why he expects highly personalized, agent-supported shopping experiences to define the next phase of retail.

Drone technology has had a prolonged evolution, with companies exploring viable use cases for mainstream adoption. Adam Woodworth, CEO of Alphabet’s Wing subsidiary, talks to Bloomberg Intelligence tech analyst Mandeep Singh about drone delivery in the US and how he expects it to ramp up for consumer delivery of lighter packages and groceries. The discussion also covers form factor evolution for drones, regulatory framework, regulations and overlap with Waymo’s use of sensors for safety in the case of autonomous vehicles.

“…A successful agentic enterprise deployment means each of your departments are fundamentally different,” Salesforce’s SVP of Product Marketing for AI Sanjana Parulekar says, as she joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana to unpack what it really takes to scale Agentic AI beyond pilots: getting data AI-ready; adding context and governance; blending deterministic workflows with LLM reasoning via hybrid reasoning and monitoring cost and quality with observability tools. They also cover voice agents, cross-agent orchestration with MuleSoft Agent Fabric, model flexibility, change management, and real deployments.

“Open doesn’t mean a free for all, but open will win.” Workday CTO Peter Bailis joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana to explain how the people-and-money system of record is evolving into an open, AI-ready platform — combining zero-copy data access with strict governance and API-first design. He outlines how Sana, Illuminate, Flowise and Paradox fit together as a front door for work, embedded HR and finance agents, open-source agent building and streamlined recruiting.

Search is shifting to intelligent, context-rich answers from static links. You.com CEO Richard Socher joins Bloomberg Intelligence senior software analyst Sunil Rajgopal on this episode of the Tech Disruptors podcast to discuss how You.com powers AI search for companies such as DuckDuckGo, while differentiating from enterprise peers like Glean and Exa through its web indexing, real-time accuracy and privacy-first design. “The biggest factor to get LLMs to give accurate, non-hallucinated answers is the search infrastructure layer,” Socher says. The discussion also covers the market opportunity, competitive landscape and future initiatives.

“We think that for every gigawatt, it’s about 25 exabytes of new flash creation,” says Greg Matson, SVP and head of products and marketing at Solidigm. Matson joins Bloomberg Intelligence’s Jake Silverman on the Tech Disruptors podcast to discuss how Solidigm is powering AI’s growing data demands. The conversation explores the company’s evolution into a data-center-focused pure play, its innovations in high-capacity SSDs and how it’s positioning to lead in the next era of gigawatt-scale AI infrastructure.

“The world’s now flipped to inference — and it’s limited by power. With the same energy, we can deliver four times the output of a Blackwell,” says SambaNova CEO Rodrigo Liang. Liang joins Bloomberg Intelligence’s Kunjan Sobhani in this episode of the Tech Disruptors podcast to explain how SambaNova’s air-cooled, 10-kilowatt racks and “data-center-in-90-days” model are helping enterprises and governments scale up AI faster — and greener. The discussion covers the rise of sovereign-AI deployments in the UK, Europe and Australia, the economics of hybrid data centers and why energy efficiency — not just compute power — might define the next phase of AI infrastructure.

“We are more than 10x safer on many key safety metrics than an average human driver” says Saswat Panigrahi, Waymo chief product officer. Saswat joins Bloomberg Intelligence’s Mandeep Singh to talk about the inflection in autonomous driving and how Waymo plans to scale across more cities. From the sensors used in Waymo’s AVs, the evolution of its driver system and expansion of its partnerships, the discussion focuses on opportunities and remaining challenges around the rollout of AVs.

“We are moving beyond simple query-response to task completion.” AWS’s Swami Sivasubramanian joins Bloomberg Intelligence Software and Technology Analyst Anurag Rana to contrast consumer chatbots with enterprise agents and the controls they require. Topics include Agent Core for secure deployment (identity, tool use, memory, observability), QuickSuite for business users, Kero for developer workflows, and Transform for code modernization. Their conversation extends into data access across silos, model choice on Bedrock, and why production agents demand governance, connectors, and context.

Emerging AI-hardware technologies are poised to reshape data centers. Penguin Solutions CTO Phil Pokorny joins Bloomberg Intelligence analyst Woo Jin Ho to discuss how the company’s bespoke engineering approach, which blends deep technical expertise with differentiated hardware and software, helps enterprises, neo-clouds and sovereign entities tackle the complexity of AI deployments across markets. The conversation also explores what it will take to stay ahead in the next phase of AI-infrastructure growth.

AI infrastructure is becoming central to enterprise innovation as companies seek faster app delivery and efficient use of computing resources. In this episode of the Tech Disruptors podcast, Rafay Systems CEO Haseeb Budhani joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how Rafay helps enterprises and emerging cloud providers simplify AI deployment, optimize infrastructure costs and deliver scalable, developer-friendly experiences. The conversation highlights Rafay’s consumption-based model and focus on orchestration and automation, as well as its growing role in enabling enterprises to build and monetize AI-driven platforms.

How will agentic AI change the way we shop and reshape retailers’ go-to-market strategies? AWS’s David Dorf joins Bloomberg Intelligence analysts Poonam Goyal and Anurag Rana on this episode of the Tech Disruptors podcast to discuss intelligent agents’ growing impact on retail. Dorf explains how these AI “interns” can reason, use tools, act autonomously and even collaborate, unlocking new possibilities across retail operations. From multi-agent pricing systems and associated task automation to smarter supply chains, retailers are already beginning to apply this next wave of AI. The conversation also explores shopper-facing shifts such as agent-led checkout; answer engines like Rufus, Perplexity, OpenAI and Google; and the ripple effects on advertising, loyalty and answer-engine optimization.

“We’re the only vendor that really provides that end-to-end suite and the scale and reach that Docusign has — we’re able to do this across an incredibly large customer universe.” Docusign CEO Allan Thygesen tells Anurag Rana, Bloomberg Intelligence senior technology analyst. “We’re passing 100 million customer contracts uploaded and extracted with AI.” On Thygesen’s second visit to the Tech Disruptors podcast, the two recap the advancements Docusign has made since he was last on in 2023. The discussion covers a broad set of growth initiatives for Docusign including its Intelligent Agreement Management (IAM) and AI products, international and US Federal. Thygesen and Rana also debate the fate of the broad software industry and the seat-based pricing model in the age of AI.

“The line between AI workload and non-AI workload is getting blurrier by the day.” Prasad Kalyanaraman, VP of AWS Infrastructure Services, talks with Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence, about what actually changes as AI scales. Prasad lays out the realities behind “AI data centers”: denser accelerators, non-blocking training networks, and modular in-chip liquid cooling. Underneath, the data-center basic priorities hold -— security as job zero, plus availability, performance, and cost. He also explains why clusters must be fungible between training and inference so accelerators and power never sit idle, and how AWS retrofits existing regions rather than treating AI as a separate build.

“In this world of AI, there’s going to be more software, not less — and design and craft will matter more than ever,” Figma CFO Praveer Melwani says. On this episode of the Bloomberg Intelligence Tech Disruptors podcast hosted by BI technology analyst Anurag Rana, Melwani adds that Figma is a web-native, multiplayer platform for moving from idea to design to developer handoff, noting it complements rather than replaces Adobe. Melwani outlines the freemium-to-enterprise model and bundled seats (Viewer, Collab, Dev, Full). The discussion spans core Design, FigJam, Dev Mode and new Figma Make, plus integrations of third-party AI tools using model context protocol (MCP). Melwani also covers recent pricing and packaging changes, as well as how AI alters costs, usage and expectations.

“We’re in the first inning right now. In the second inning, you’ll see companies really adopting agents, building their own models for consumption within the organization and outward looking to their customers,” Check Point CEO Nadav Zafrir tells Bloomberg Intelligence analyst Mandeep Singh in this episode of the Tech Disruptors podcast. The two discuss the open-platform concept and runtime security as AI reshapes how cybersecurity is deployed. Zafrir also explains his rationale for acquiring Lakera and how consolidation could unfold in SASE and browser security as enterprises look to deploy more AI agents.

“I think we’re at this really seminal moment from an industry where we clearly have a major inflection shaping the end-markets. Adobe is not new to inflections. In fact, the arc of time and history of the company and the ability to reinvent ourselves each and every time one of these major inflections happen, to cement our leadership position...it’s a part of our heritage,” Adobe CFO Dan Durn explains to Anurag Rana, senior technology analyst at Bloomberg Intelligence. The two explore each of Adobe’s product clouds, customer groups and cross-cloud workflows. Durn also outlines a monetization playbook—price x quantity + value—backed by brand-safe Firefly and native model choice (first- and third-party) via generative credits. Additionally, the two cover the enterprise go-to-market, Acrobat and Express upselling, AI-influence in products and capital allocation.

“AI has become the new UI,” says Amit Zavery, ServiceNow’s president, chief product officer and COO, referring to the user interface as he explains why the company is building an agentic operating system, an AI control tower to govern models and agents and end-to-end orchestration that goes beyond chat to complete work across human resources, IT, customer-service and customer-relationship management. In this episode of the Tech Disruptors podcast, Zavery and Anurag Rana, senior technology analyst at Bloomberg Intelligence, dig into platform strategy, the emerging ServiceNow CRM push and what “autonomous IT” looks like in practice.

Pure Storage is disrupting a hard-disk-dominated market by solving the price, power and performance puzzle. Pure Storage CEO Charlie Giancarlo joins Bloomberg Intelligence hardware analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss the company’s flash innovations powering enterprise AI and cloud-scale storage.

In a rapidly evolving battery-technology landscape, Enovix stands out as a leader in advanced silicon anodes. Enovix’s disruptive architecture enables a battery with high energy density and capacity, without compromising on safety, CEO Dr. Raj Talluri said. He joins Bloomberg Intelligence senior chemicals analyst Sean Gilmartin on this episode of the Tech Disruptors podcast to explain why silicon beats graphite on performance, how Enovix’s unique cell architecture combats thermal runaway and the positive outlook for consumer electronics. The company is expanding its manufacturing capabilities in silicon-anode lithium-ion batteries to meet customer demand, primarily for smartphones.

Powering brands to boost customer acquisition, retention and monetization by effectively leveraging consumer data is Zeta Global’s core mission. In this Tech Disruptors podcast episode, Zeta CEO and cofounder of David Steinberg speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s evolution and its key differentiator: being a data- and AI-native platform. He also delves into Zeta’s AI agents, the transformation of marketing communication channels and the company’s ambitious revenue goals for 2028. Steinberg highlights the importance of its proprietary data cloud, which includes 550 million active users and over 1 trillion ingested signals, the multiplier impact of AI agents and the competitive landscape in the marketing industry. Listen in to hear the challenges and opportunities for growth in an AI-driven world.

“We are investing significantly in dating features right now because that’s a really big item people want,” says George Arison, CEO of Grindr, noting that half of users under 35 want to be married. That contrasts with older generations, giving Grindr an opportunity to emphasize long-term relationships as well as casual connections. In this episode of the Tech Disruptors podcast, Arison speaks with Bloomberg Intelligence analyst Nicole D’Souza about how Grindr has avoided the headwinds rivals face from shifting Gen Z dating habits by catering to younger, more affluent users. They also discuss Grindr’s ad strategy as the company raises ad load while keeping pricing steady, with plans to boost it through differentiated products and more direct-response advertising.

Pure Lithium aims to push the boundaries of energy storage with proprietary technology that unlocks lithium metal for the first time, disrupting both the lithium extraction and battery industries, CEO Emilie Bodoin said. The company makes a pure lithium metal anode directly from brine using its Brine-to-Battery process, producing what it says is a safer, affordable alternative to today’s lithium-ion cells. Bodoin joins Bloomberg Intelligence Senior Chemicals Analyst Sean Gilmartin on this episode of the Tech Disruptors podcast to explain why she calls the lithium metal anode the “holy grail” of energy storage, how its technology can improve quality and cut costs and what’s needed to build a North American battery supply chain.

“Whether or not you’re changing your job, your job is changing,” says LinkedIn Chief Product Officer Tomer Cohen, who joins Anurag Rana, senior technology analyst at Bloomberg Intelligence, on this episode of the Tech Disruptors podcast. Cohen discusses how LinkedIn is shifting from a simple matchmaker to a professional companion. They also explore AI that understands career aspirations, assistants that help recruiters, marketers and sellers work smarter, and learning tools that turn the skills reset into an advantage.

“What we are really focused on here is building an end-to-end space company,” says Sir Peter Beck, founder and CEO of Rocket Lab. “You can just come to one company that has all of their equipment, at scale and, and just say, look, I need this capability on orbit and we just pull all the things we need to pull off the shelf, put it together, put a spacecraft together and then go and launch it, and can even operate it for customers.” Beck talks with Bloomberg Intelligence’s Wayne Sanders about Rocket Lab’s vertical-integration structure and soon-to-be-featured medium-launch vehicle, Neutron. The latter comes at a critical time as space-launch cadence increases, demand for on-orbit ca

May Mobility has launched a robotaxi fleet in Atlanta through a partnership with Lyft, with standby operators included to help ease riders into the technology, Founder and CEO Edwin Olson said. Passengers booking through Lyft can opt in or out of an autonomous ride. Olson discussed May Mobility’s strategy with Bloomberg Intelligence Global Head of Technology Research Mandeep Singh on this episode of the Tech Disruptors podcast, highlighting its decision to build its own hardware and algorithms rather than rely on third parties like Google’s Waymo or Tesla. He also addressed how the company chooses new cities and the variable costs involved in scaling operations.

Data and identity security continues to grow in importance as enterprises face more sophisticated cyberattacks from expanding AI agents that are expanding their reach and tools. Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh speaks with Cyera cofounder and CEO Yotam Segev about his company’s position in the evolving cybersecurity space, especially with more consolidation on the horizon following Palo Alto Network’s announced deal for CyberArk and Google’s acquisition of Wiz.

NetApp has evolved into a leader in intelligent-data infrastructure from a storage pioneer, helping enterprises unify, secure and optimize their data across on-premise and the cloud environments. Bloomberg Intelligence hardware analyst Woo Jin Ho hosts NetApp CEO George Kurian to discuss how he is positioning the company’s flagship data-management platform, ONTAP, along with its deep cloud partnerships, to meet the emerging demands of AI workloads and the next wave of enterprise storage growth.

Visa processes more than 65,000 transactions per second across 200-plus countries, but behind those numbers lies a tech story that’s often overlooked. In this episode of the Tech Disruptors podcast, Rajat Taneja, Visa’s president of technology, joins Bloomberg Intelligence global fintech and payments analyst Diksha Gera to discuss how AI has been embedded in Visa’s DNA for decades, and how the company is now pushing into new frontiers — from Visa Intelligent Commerce to secure agentic payments, identity innovation and stablecoins. With $12 billion invested in technology over the past five years, Visa is building not just a payment network, but the orchestration layer for the future of global commerce.

“You need to manage your labor force now of humans and AI agents very differently”,  says Kishan Chetan, EVP & General Manager of Service Cloud at Salesforce, who argues service now means managing a blended workforce. In conversation with Anurag Rana, senior technology analyst at Bloomberg Intelligence in this episode of Tech Disruptors, he notes productivity gains of about 30% for some customers adopting agents in customer-service workflows, increasing reliance on the platform to orchestrate them. He also outlines the importance of command-center visibility for coordinating human-and-AI work, side-by-side agents that lift rep productivity, autonomous resolution across channels, and why a single platform matters as companies replace stitched-together stacks.

Databases are shifting from passive engines to reasoning tools for artificial intelligence, according to Google Cloud’s Yasmeen Ahmad. She joined Bloomberg Intelligence senior technology analyst Mandeep Singh to discuss how AI agents are reshaping the market, citing production use cases involving retrieval-augmented generation and tokenization. Ahmad pointed to rising demand for databases and said Google’s infrastructure — including its in-house chips and large language models — gives the company an edge in addressing return-on-investment concerns tied to AI adoption.

Enabling brands to activate their data in selling across multiple channels with a targeted message is Klaviyo’s mission. The company’s customer-relationship-management technology lets users scale up with a personalized approach to millions of consumers. In this Tech Disruptors podcast episode, Klaviyo Chief Product Officer Adil Wali sits down with Bloomberg Intelligence analyst Niraj Patel to discuss how the company is expanding customer reach across email, SMS, mobile and other communication channels. He dives into some emerging trends in marketing-tech automation, consumer engagement with AI agents and the industry evolution beyond batch and blast marketing. Listen in to learn about Klaviyo’s opportunity beyond e-commerce and newer offerings like Customer Hub.

PayPal is betting that artificial intelligence will drive the next wave of fintech innovation — from boosting developer productivity to fighting fraud and personalizing user experiences. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Prakhar Mehrotra, PayPal’s global head of AI, joins BI global fintech and payments analyst Diksha Gera to discuss how the company is preparing for “agentic commerce,” where AI agents may soon shop, decide negotiate and pay on users’ behalf. The conversation explores the trust and identity frameworks needed to support autonomous digital transactions, and PayPal’s view on what gives it the right to win.

Generative AI is transforming how enterprises and consultants create value, and on this episode of Tech Disruptors, Matt Wood, PwC’s global and US commercial technology and innovation officer, explains how it’s doing so. Wood tells Bloomberg Intelligence senior technology analyst Anurag Rana that it’s a “golden era” for professional services, where the scale and impact of work could grow exponentially. He shares insights from PwC’s Agent OS platform, AI adoption in regulated industries and new data on how upskilling boosts revenue per worker. The discussion also explores cloud strategy, cultural inertia in software teams and AI’s role as a human amplifier.

“AI and agentic marketing is at the top of the list” as the next growth catalyst for customer engagement, Salesforce Marketing Cloud Chief Steve Hammond tells Bloomberg Intelligence, flagging the company’s move to deploy autonomous, context-aware agents that personalize outreach in milliseconds. In this Tech Disruptors episode, Hammond sits down with BI senior technology analyst Anurag Rana to explore how Salesforce’s Marketing Cloud unifies data across sales, service and commerce. He also discusses the role of AI-powered agents and real-time personalization, and why integrated, trust-centric customer data positions marketers for resilience through economic cycles.

AT&T aims to maintain a lead in the US fiber market to sustain growth as its core wireless business slows. In this episode of Tech Disruptors, Jeff McElfresh, Chief Operating Officer of AT&T, speaks with Bloomberg Intelligence analyst John Butler about the company’s plan to expand its base to more than 60 million locations by 2030, from just over 30 million today. They also discuss how solid planning and execution have helped the company to sustain steady subscriber gains in its wireless business amid rising competition and fierce pricing pressure.

AI “is about aligning the semantics of the data, and that’s again why I believe a suite of applications has advantages. If not, the customer has to do it themselves,” Jan Gilg, SAP’s chief revenue officer for the Americas and Global Business Suite, tells Anurag Rana, senior technology analyst at Bloomberg Intelligence. In this Tech Disruptors episode, the two discuss SAP’s Business Data Cloud, its open multi-large-language-model approach, the Joule digital assistant’s cross-application orchestration and how these advances reshape cloud enterprise resource planning and enterprise-scale AI adoption.

Quantum computing remains an area of high interest as use cases hinge on improving qubits and making them less error-prone for calculations. According to Professor Lene Oddershede, chief scientific officer for Planetary Science & Technology at the Novo Nordisk Foundation, the field is on the cusp of exponential growth in the coming years. She joins Bloomberg Intelligence’s analysts Mandeep Singh and Sam Fazeli on this episode of the Tech Disruptors podcast to discuss the applications of quantum computing, its adoption timeline, key roadblocks, standards, benchmarks and its convergence with classical computing.

Work-management platforms are being redefined by AI, new pricing models and intensifying competition. In this Tech Disruptors episode, Smartsheet CEO Mark Mader joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how technology evaluation is changing in the AI era, with companies balancing “buy vs. build” decisions, and Smartsheet’s evolution from seat-based pricing to more flexible, consumption-driven models. The conversation highlights Smartsheet’s focus on specialized AI solutions to avoid commoditization, the strategic role of M&A, its vision for future product and business growth and how the company is evolving under the private ownership of Blackstone and Vista.

HP Enterprise has leveraged its deep supercomputing roots to play a leading role in the AI-infrastructure revolution. Bloomberg Intelligence hardware analyst Woo Jin Ho hosts HPE Senior Vice President of High Performance Computing & AI Trish Damkroger to discuss how the company’s rich supercomputing technology portfolio, such as fanless liquid cooling, AI networking and clustering compute, puts it in good position to steer the next generation of AI compute.

Roblox CEO Dave Baszucki said an immersive 3D co-experience is going to form the future foundation for how people communicate, connect, shop, learn and play together — even how they experience entertainment. Gaming has always been at the forefront of 3D communication. Baszucki joins Bloomberg Intelligence’s head of technology research, Mandeep Singh, to discuss the use of AI in gaming, infrastructure, engagement and content safety among other topics. They also cover changes to the Roblox platform and the evolution of the virtual economy, including the adoption of stablecoins.

“AI is a distributed system — and the network is the computer,” says Ram Velaga, senior vice president of Broadcom’s Core Switching Group. In this episode of Tech Disruptors, Velaga joins Bloomberg Intelligence’s Kunjan Sobhani to explain how Ethernet is expanding from scale-out AI networking into the scale-up domain, challenging proprietary solutions like NVLink and Infiniband. The discussion covers Broadcom’s Tomahawk 6 and Ultra product lines, its open SUE spec, and why simplicity, bandwidth and vendor neutrality may shape the next generation of AI infrastructure.

The current phase of software development is probably the most insecure era ever — there’s so much more application and code that’s vulnerable, according to Snyk CEO Peter McKay. “It was a struggle for security teams to keep up with the pace of software development prior to generative AI, and now with generative and copilot and Windsurf and all the tools that are out there, you know, they’re moving even faster and security is struggling to keep up.” McKay joins Bloomberg Intelligence’s head of technology research, Mandeep Singh, to discuss the application of large-language models for securing the use of tools, including Cursor and Github copilots. He also talks about the addressable market for DevSecOps (the development, security and operations approach), potential automation driven by AI and Snyk’s acquisitions for both talent and product features as the attack surface expands in cybersecurity.

Helping knowledge workers and businesses connect in a work marketplace is Upwork’s central mission. A new wave of freelance workers is disrupting typical hiring channels and helping enterprises fill their talent and skills gaps. In this Tech Disruptors podcast episode, Upwork CEO and President Hayden Brown sits down with Bloomberg Intelligence analyst Niraj Patel to outline the company’s product suite, approach to over 830,000 customers and changing dynamics of work. She discusses its core offering, investments for the enterprise segment and recently launched AI agent, UMA. Listen in to learn about the movement of global freelancers, which number over 250,000 globally, and the sea changes underway in filling the demand for AI talent.

The tech DNA is what’s missing in the power industry, according to Intersect Power CEO Sheldon Kimber. “The fastest-growing technology the world has ever seen is now basically stuck behind one of the most boring and least innovative industries in the world.” In this episode of the Tech Disruptors podcast, Kimber joins Bloomberg Intelligence’s head of technology research, Mandeep Singh, to discuss power needs tied to AI data centers and the infrastructure build-out by hyperscalers. They also cover power needs for training vs. inferencing, the various sources of power and how it’s stored for maximum efficiency, and being a disruptor in a field that can’t always wait for the government to upgrade the transmission system.

Front-end development is rapidly evolving, driven by large-language models, agentic workflows and serverless architecture — enabling smarter, scalable apps and blurring front- and back-end boundaries. In this episode of the Tech Disruptors podcast, Vercel’s Chief Operating Officer Jeanne DeWitt Grosser joins Bloomberg Intelligence senior analyst Sunil Rajgopal to discuss the company’s go-to-market strategy, enterprise growth and revenue expansion. They also explore Vercel’s core offerings — ranging from managed infrastructure to developer collaboration tools and AI-native application development. The conversation highlights how Vercel is powering AI workloads through custom code-correction models, infrastructure upgrades and rapid prototyping with v0, while expanding globally to support both technical and non-technical users.

While the tech world watches Hewlett Packard Enterprise’s proposed acquisition of Juniper Networks unfold, Juniper is still moving ahead. CEO Rami Rahim joins Bloomberg Intelligence’s Woo Jin Ho to unpack how Juniper is seizing the AI moment and driving market-share gains with cutting-edge innovations like 800G AI switching and Mist AI. From cloud data centers to campus networks, discover how Juniper is redefining leadership in AI infrastructure and network automation.

Data centers that are being designed today will need to accommodate IT technology of the future and remain viable during their 15-20-year life cycle. In this episode of Tech Disruptors, Vertiv CEO Giordano Albertazzi and Bloomberg Intelligence’s senior industrials analyst Mustafa Okur talk about the evolving power and cooling needs of data centers and whether a changing use case from training AI models to inference may reduce infrastructure equipment demand. They also discuss the next wave for data-center infrastructure demand, how the next upgrade cycle could be different and when liquid cooling might become the dominant category in heat rejection.

Stack Overflow has long been the go-to platform for developers to learn, collaborate and solve coding challenges. In this Tech Disruptors episode, Bloomberg Intelligence senior analyst Sunil Rajgopal speaks with Stack Overflow CEO Prashanth Chandrasekar on how generative AI is reshaping developer workflows and platform strategy. They discuss the company’s pivot toward enterprise use cases, including private knowledge sharing, agentic AI integration and data licensing. The conversation also explores major partnerships with AI and cloud providers and Stack Overflow’s evolving role in a rapidly changing developer ecosystem.

Akamai, a leading content delivery network (CDN) provider, has countered a decline in its CDN business by expanding into security and compute services, which offer much higher growth. These areas may expand at a double-digit rate over the next 3-5 years, with their combined revenue accounting for over two-thirds of sales and 100% of the company’s growth. In this episode of the Tech Disruptors podcast, CEO Tom Leighton discusses the latest trends in these segments with Bloomberg Intelligence’s John Butler. He touches on how these products are shaping Akamai’s future growth and strategy. The conversation also covers recent moves to stabilize growth in the CDN business, along with an exploration of how AI is emerging as a new opportunity.

Enterprise software is evolving as generative AI enables smarter ways to build and run business processes. In this Tech Disruptors episode, Bloomberg Intelligence senior analyst Sunil Rajgopal speaks with Pegasystems CEO Alan Trefler on how tools like Blueprint and agentic workflows help modernize legacy systems and boost productivity. They discuss the company’s recurring software-as-a-service revenue, customer verticals and how its low-code roots power its AI strategy. Trefler also shares his views on the evolving competitive landscape, future product strategy, and scale ambitions.

“When you talk about inferencing, you have a real application. The application has data. The application has compute. The application needs to interface with other third-party applications. So, you need a full general-purpose cloud to coexist with a GPU cloud to power inferencing application at scale,” DigitalOcean CEO Paddy Srinivasan tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of Tech Disruptors, the two discuss DigitalOcean’s edge as a digitally-native cloud service provider in a market served largely by the three hyperscalers. In this conversation, Srinivasan also touches upon the company’s differentiated approach to capital spending, AI inferencing vs. training and which pockets still have a good growth runway.

Generative AI has changed how humans and systems interact, and the science of human-computer interaction is now really the science of human-AI interaction, says Motorola Solutions EVP & CTO Mahesh Saptharishi. He joins Bloomberg Intelligence tech analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to share how his company is building AI into its hardware and software to unlock new capabilities, while putting guardrails in place to ensure responsible use. Its AI for public safety, Assist, is designed to boost productivity and bring automation, situational awareness and real-time insights to first responders, where every second matters.

“Agent-to-agent interactions are very different than traditional system-to-system interactions, and so there’s a huge uplift we’re thinking about today that we need to be there to get to that truly agentic autonomous world,” says Lori Beer, chief information officer of JPMorgan Chase. In this episode of Tech Disruptors, Beer sits down with Bloomberg Intelligence senior banking analyst and research director Alison Williams and BI senior technology analyst Anurag Rana to discuss technology progress and the challenges facing the global financial institution. This episode covers the ways JPMorgan is pursuing automation and AI while taking into consideration aspects such as cloud vs. on premise, cybersecurity and buy vs. build.

“How do you move the industry from what I call attack surface management to risk surface management?” Qualys CEO Sumedh Thakar asks Bloomberg Intelligence’s senior technology analyst, Mandeep Singh. “Just because something is attackable doesn’t mean that it actually has a risk of a loss to you.” In this episode of Tech Disruptors, Thakar and Singh sit down to discuss Qualys’ history in vulnerability management, the transition of the virtual-machine sector to more comprehensive risk-management solutions, competitive dynamics and the impact of AI and large language models on cybersecurity.

“We want every layer — chip, system, software — because when you own the stack you can outrun a GPU cluster by 40-70x,” Cerebras CEO Andrew Feldman says. In this episode of Tech Disruptors, Cerebras returns to the Bloomberg Intelligence podcast studios as Feldman joins Bloomberg Intelligence’s Kunjan Sobhani and Mandeep Singh to explain the progress from “biggest chip” to “fastest inference cloud.” Feldman unpacks the WSE-3 upgrade, six new data-center builds and fresh Meta and IBM deals that aim to deliver sub-second answers at a fraction of GPU cost, plus Feldman’s views on scaling laws, synthetic data and the looming power crunch.

“What we’re finding is that greater customer experience is particularly critical when you have more uncertainty in any particular market,” explains Qualtrics CEO Zig Serafin to Bloomberg Intelligence senior technology analyst Anurag Rana, “What’s interesting is if you hone in on understating what drives your customer behavior, that usually brings more stability to uncertainty.” In this episode of Tech Disruptors, Serafin and Rana sit down to discuss Qualtrics’ history in customer experience (CX), autonomous AI agents in CX, and the data that underpins its AI-use cases.

From Microsoft to GitHub and now Google, Ryan J. Salva, who leads product management for developer tools and operations at Google Cloud, has spent over 20 years working in software development. He sits down with Bloomberg Intelligence senior analyst Mandeep Singh to discuss the evolution of coding agents, Google’s coding assistant and how the new tools and capabilities could make it easy to migrate old code and change developers’ workflows.

Since last year, Google has had 40x growth in Gemini use on its Vertex AI platform, highlighting the pace of demand in AI, says Will Grannis, chief technology officer of Google Cloud. In this episode of Tech Disruptors, Grannis sits down with Bloomberg Intelligence senior analyst Mandeep Singh to talk about the variety of use cases with large-language-model deployments. They discuss the company’s Ironwood TPU launch to give an end-to-end stack perspective around inferencing workloads, and what it means for cloud demand.

“The average knowledge worker is interrupted every two minutes during work hours,” according to Microsoft Chief Marketing Officer Jared Spataro. “You’re getting an email, a meeting kind of request, a chat coming in, and if you do the math, that’s 275 times a day.” On this episode of Tech Disruptors, Spataro joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana to discuss emerging trends in the way employees work and how AI is already changing the game. The two define the “Frontier Firm” and discuss why this is a big year for such organizations. They also talk about the introduction of new research and analyst AI agents and the future of head count and staffing needs.

Helping small businesses manage all things human resources — payroll, benefits, tax compliance and employee onboarding — is Gusto’s central focus, which presents unique challenges given the fragmented customer base. Chief Technology Officer Mike Tria outlines the company’s product-portfolio suite and the evolution of the human-capital management industry over the past 10 years from a technology angle. In this Tech Disruptors podcast episode, BI analyst Niraj Patel sits down with Tria to discuss Gusto’s appeal across small and medium-sized business (SMBs), the leverage of its technology infrastructure (Ruby on Rails) to scale up for asynchronous workloads, the software ecosystem, its “Gus” AI solution and more.

“I think people should stop thinking about contact centers as a thing that is sort of about being responsive and reactive, and instead, really how do we fundamentally change the way you think about the way you talk to customers,” says Pasquale DeMaio, Amazon Web Services’ vice president of Amazon Connect. “In that sense, I think the status quo is really our competition.” In this episode of the Tech Disruptors podcast, DeMaio and Anurag Rana, Bloomberg Intelligence’s senior technology analyst, touch on several pressing topics related to contact center-as-a-service, among them being AI automation, data integration challenges and the shifts in enterprise and end-user expectations for customer service.

US tariffs won’t change the cyclical journey in tech, with artificial intelligence set to be the dominant force for years to come the same way the Internet was, according to Rodrigo Liang, CEO of SambaNova, which builds AI hardware and software platforms. Liang joins Bloomberg Intelligence’s analyst Mandeep Singh on the Tech Disruptors podcast to discuss SambaNova’s cloud’s differentiation for inferencing workloads. They also talk about the demand for AI infrastructure, adoption of open-source large-language models and focus on power efficiency as AI compute remains scarce.

Artificial intelligence is opening up new possibilities for computer simulation, offering lower costs and expedited processes in manufacturing, pharmaceuticals, financial services, energy and other industries. In this episode of the Tech Disruptors podcast, Jim Scapa, founder and former CEO of Altair, speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s portfolio expansion and broader customer reach beyond these verticals. He discusses the major consolidation drivers in simulation technology that have fueled recently announced M&A, including Siemens-Altair. Scapa offers his insight on Altair’s unique pricing model, differentiators among simulation-software technologies, customer retention, the impact of third-party generative-AI models, instantaneous design and simulation enabled by AI technology, and more.

There has been a buildout of platforms for various marketplace sectors in the past 15 years, though ridesharing essentially remains a duopoly. Lyft’s CEO David Risher talks to Bloomberg Intelligence’s senior tech analyst Mandeep Singh about the ridesharing marketplace in this episode of Tech Disruptors. David also discusses the company’s positioning in the autonomous-vehicle segment and his views on the technology, alliances and challenges involved in scaled adoption.

“Security is not a technology problem; security is a people and culture problem,”Amazon.com Chief Security Officer Steve Schmidt tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of Tech Disruptors, Schmidt discusses how enterprises should be thinking about all things cybersecurity, ranging from vendor assessment, permissioning, auditing and compliance and regulatory reporting. Additionally, the two go over how AI is affecting security and changing the behavior of bad actors, especially amid a shortage of cybersecurity professionals.

“The metric that we need to keep an eye on is the number of qubits,” Simone Severini, Amazon Web Services’ director of Quantum Technologies, tells Bloomberg Intelligence senior technology analyst Anurag Rana. Also important “is the quality of the qubits and the way people try to scale,” he says. On this episode of Tech Disruptors, Severini and Rana discuss the basics of quantum computing and how qubits differentiate themselves from their classical counterparts. Additionally, the two go over several potential use cases for the technology and the time line to fault tolerance.

“You manage your workforce in a system like Workday; you have to do that with your digital workforce as well,” Workday Chief Technology Officer Jim Stratton says as he breaks down the company’s thinking behind its recently released Agent System of Record. In this episode of Tech Disruptors, Stratton joins Bloomberg Intelligence senior technology analyst Anurag Rana to discuss generative AI in HR and financial software and the different approach Workday is taking from peers in areas such as AI agent integration and monetization.

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 Software Analyst Sunil Rajgopal to discuss the evolving AI-solutions landscape, the importance of predictive analytics and the value of being cloud-agnostic and on-premises-friendly. They also cover DataRobot’s revenue model, the future of enterprise apps and the competitive dynamics of the AI space.

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 its ability to identify regional sites has given Crusoe an edge in the AI build-out race.

“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 creative-application portfolio. Additionally, Chakravarthy discusses the importance of the content supply chain and what has led Adobe’s portfolio to amass over $1 billion in annual recurring revenue.

“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 several key initiatives Salesforce is developing with data and AI for products such as Agentforce and Data Cloud. Additionally, the two recap the company’s recent partnership with Google Cloud and what Gemini can do for the former’s AI tools.

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. These shifts will likely drive demand for platforms like Grafana Labs. In this episode of the Tech Disruptors podcast, Raj Dutt, co-founder and CEO at Grafana, joins Sunil Rajgopal, Bloomberg Intelligence’s senior software analyst, to discuss the impact of DeepSeek, emerging data and large language model-focused observability solutions. They also talk about implications from agentic work flows, future growth paths and competition.

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 episode of Tech Disruptors to discuss how Google Cloud infrastructure supports the company’s internal apps and external customers. They discuss various aspects of Google Cloud’s AI Hypercomputer and TPUs in supporting Gemini and other large language model training and inference workloads.

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 on their marketing investment. In this episode of Tech Disruptors, Khozema Shipchandler, CEO of Twilio, speaks with Bloomberg Intelligence tech analyst John Butler about recent organizational changes intended to accelerate the company’s evolution, expand its addressable market and drive higher revenue growth as it broadens its offerings.

“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 frequently require integration platforms such as Boomi. Additionally, Lucas explains the differences between Boomi and its competitors, how agentic AI is creating opportunities for the market and what becomes of software-as-a-service (SaaS) at the end of the day.

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 analyze data for threat detection and resolution. In this episode of the Tech Disruptors podcast, Elastic CEO Ashutosh Kulkarni joins Sunil Rajgopal, BI’s senior software analyst, to discuss the evolving search, observability and security landscape amid rising AI capabilities, use cases and deployment. They also talk about Elastic’s product ambitions, competition landscape and M&A philosophy.

“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 Cloud product can optimize customer data inside and outside of the SAP ecosystem.

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 Group, speaks with Bloomberg Intelligence analysts Mandeep Singh and John Butler about the company’s current deployment of AI and plans to further improve its operations with the technology. Sampath discusses AI’s use in customer care and provides some thoughts on what the future holds for its broader deployment in network operations, software development and the radio-access network. He also offers insight on the AI ecosystem today, where it’s headed and how AI models are quickly commoditizing.

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 sits down with Bloomberg Intelligence analyst Niraj Patel to discuss what a unified platform means to Procore and how macroeconomic factors like tariffs, labor costs and cyclical trends could impact its 17,000-plus customers. Courtemanche also offers insights on Procore’s unified data set, its unique pricing model, international opportunities and the leverage of gen AI.

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 for customers and its effort to train the entire staff in AI. Kavanaugh, whose company does 80% of business in North America, says he sees “huge” growth opportunities in Europe, Asia and the Middle East.

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, they discuss the opportunities and challenges with AI agents, large language models and the ripple effects on hiring and talent in a big financial institution.

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 the Tech Disruptors podcast, Rau sits down with Bloomberg Intelligence analyst Niraj Patel to discuss the state of so-called headless solutions in CMS, AI disruptions in digital agency, customers’ buying criteria, the marketing-tech stack, machine-generated content volume and more. Will generative AI disrupt the trillions of dollars spent on digital-agency services? Tune in to hear Rau’s insights and the potential shifts ahead.

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, its position in the software ecosystem with e-commerce providers like Shopify, the convergence of decision makers and end users, and gives insight on the company’s ability to navigate a fragmented competitive landscape. Bitar also offers her insight on AI email marketing content generation, customer changes since the introduction of gen AI and the upcoming wave of authentic connection.

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 the potential for more competition. Building knowledge graphs for businesses to manage their online presence could be a key differentiator in the world of large-language-model-powered searches.

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 a particular focus on databases, observability, large language models and front-end development tools. They also talk about the shift in developer roles, productivity gains from AI, tech-industry policies and M&A prospects in the space. Menlo is a venture capital firm that invests in early-stage companies in areas including consumer, enterprise and health-care technologies.

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 challenges. They discuss space-based data centers, optical and wireless networks replacing electronics with photonics and likely power sources. They also talk about what gen-AI adoption could mean for the industry’s operating margins and key factors to consider in its implementation. Workforce upskilling efforts needed to upgrade human capacity to adopt gen-AI makes advances in cost-efficiency from the likes of DeepSeek highly welcomed news.

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 requirements. Beadnall sits down with Bloomberg Intelligence analyst Niraj Pate land dives into GoDaddy’s technology focus and its points of differentiation. Tune in to hear about GoDaddy’s Airo platform and its view on leveraging third-party large language models across its 21 million-customer base.

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 Cohesity that provide data-security and management products. In this episode of the Tech Disruptors podcast, Cohesity CEO Sanjay Poonen joins Sunil Rajgopal, BI’s senior software analyst, to discuss the data replication, protection and security landscape, the opportunity from the shift to the cloud and AI-led implications for the market. They also talk about Cohesity’s scale ambitions, competition and product road map. This episode was recorded on Dec. 17.

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 data securely and then access it anywhere. In this episode of the Tech Disruptors podcast, Levie joins Sunil Rajgopal, BI’s senior software analyst, to discuss enterprise content management landscape, the cloud shift and potential implications from AI and AI-powered digital workers. They also talk about Box’s product ambitions, competition landscape and revenue model. This episode was recorded on Dec 17.

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 looking to differentiate vs. hyperscale cloud providers.

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 Mandeep Singh about the use of foundational large language models and agent vs. agentless security. Smith also discusses SentinelOne’s product differentiation vs. peer CrowdStrike and bundled endpoint offerings from Palo Alto Networks and Microsoft.

“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 workflows and systems, on the lines of ChatGPT or Google Search. In this episode of the Tech Disruptors podcast, he joins Sunil Rajgopal, BI’s senior software analyst, to discuss the AI-fueled changes to enterprise knowledge management, the impact of AI agents and the broader implications of AI. They also talk about Glean’s product evolution, competition landscape and pricing model. Find this and other Bloomberg Intelligence podcasts at BI PODCASTS .

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 products, the impact of those changes on competition and the importance of scale. They also talk about Asana’s product evolution, AI agents and monetization models.

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 models and AI agents to the database market. From supporting Google’s family of apps to the rapid growth in enterprise customers for Google Cloud, database infrastructure has been a key part of Google’s infrastructure differentiation.

“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 covering a wide range of topics, from generative AI to cybersecurity to autonomous vehicles. The two examine just what Microsoft is looking for when it makes its investments, as well as what Microsoft itself is doing in many of these topics. Find this and other Bloomberg Intelligence podcasts at BI PODCASTS .

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 cybersecurity and how the deployment of zero trust is likely to grow with more AI workloads. Chaudhry also discusses the risk of data leakage with enterprise data and his expectations around consolidation for the security space in 2025. The US Treasury cyberattack took place in late December, a week after we recorded this episode.

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, India and the tech IPO/M&A landscape.

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 Rana to discuss all the ways in which gen AI is being applied by industries. The two cover the nuances of industry application and how it differs from an out-of-the-box foundational model. This episode also goes over several real-world examples of customers already implementing gen-AI solutions and the steps they took to get there.

“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 broad range of topics and assess the problems facing merchants, discussing how Shopify addresses such issues in a highly unified and integrated manner. Coates compares the needs of an entrepreneur with those of an enterprise, talking through several product areas, including point-of-sale, logistics, capital lending and generative AI.

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 security for large language model deployments and potential consolidation are some of the topics that were discussed.

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 analyst Anurag Rana take an in-depth look at the differences between gen-AI assistants and the agents, which the company announced at its Dreamforce 2024 conference. Other topics include the application of small vs. large language models, enterprise AI vs. that for the general public and security.

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, senior software analyst at Bloomberg Intelligence, to discuss the shifting landscape of work-management solutions as AI capabilities and tools continue to grow. They examine the impact of the changes on competition, and the importance of scale. They also talk about ClickUp’s product journey, how its solutions differ from peers and potential revenue models.

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.

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 Tech Disruptors podcast, Shaukat sits down with Bloomberg Intelligence analyst Niraj Patel to dive into the details of Sonar’s scale in handling trillions of lines of coding, its addressable market size, disruptions from generative AI, the power of so-called clean code and much more.

“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 SAP’s AI strategy, from its AI copilot, Joule, to application-specific AI and developer-focused AI tools. Additionally, the two cover topics related to SAP’s data framework for customers, and the decisions behind which foundational models it provides to customers.

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 trends amid the ever-growing on-premise and SaaS software stack, and the platforms that help streamline costs. They also discuss Flexera’s product journey, scale and how its solutions differ from the likes of IBM’s Apptio. For more insights, register for BI’s gen-AI Nov. 20 conference here. Find this and other Bloomberg Intelligence podcasts at BI PODCASTS .

“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 together the two discuss how Cribl is tackling this issue by simultaneously reducing a client’s data volumes and costs. Sharp also touches on how generative AI is making its way into the picture and how this shapes the future for the company. Click here to register for our event.

Enterprise workflows and tools are likely to see a dramatic shift as AI adoption and prowess grows, and the intensifying race to roll out AI could have implications for enterprise productivity, collaboration and process automation. In this episode of the Tech Disruptors podcast, Appianco-founder and CTO Michael Beckley joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss how the ground on solutions to design, automate, and optimize business processes is shifting, the role of low-code platforms and how AI is likely to alter the outlook. The two also talk about Appian’s product journey, key customer verticals and competition.

Postscript differentiates itself through SMS marketing and sales software that can power brands to increase engagement with customers and understand them better, Adam Turner, CEO and cofounder, tells Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, Turner sits down with Bloomberg Intelligence analyst Niraj Patel to discuss the company’s software flywheel, infinity testing, business-model changes, one-to-one B2C relationships and potential generative-AI disruption. He also outlines how Postscript leverages its six-year-plus SMS product focus, deep integration with Shopify and advanced data infrastructure.

“What our customers are looking for is to move out of the pilot phase of projects and delivering enterprise value fast,” says ServiceNow Chief Commercial Officer Paul Smith. “The fastest we have seen from purchase to production is 60 days.” In this episode of the Tech Disruptors podcast, Smith and Bloomberg Intelligence senior technology analyst Anurag Rana discuss how enterprise tech spending behavior has shifted since generative AI came onto the scene. The two also examine how ServiceNow is continuing to thrive even as the broader economy and buying environment remains uncertain. Topics around industry solutions, value proposition as well as generative-AI strategy all come to the forefront of the conversation.

As interest in generative AI broadens, Adobe’s chief strategy officer Scott Belsky says “The real opportunity is to build the orchestration layer and the actual applications that leverage these models in the ways you want to use them.” In this latest episode of Bloomberg Intelligence’s Tech Disruptors podcast, Belsky talks with BI senior technology analyst Anurag Rana about how Adobe is tackling customer demand such as web applications, more accessible tools and generative AI. Belsky explains how the company thinks about third-party foundational models, AI monetization, the impact on jobs and more.

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“Ask the fundamental question: What if your workforce has no limits? This is really now about humans with agents driving customer success together,” Marc Benioff, cofounder and CEO of Salesforce, tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of Tech Disruptors, we sit down with a hallmark leader of the application-software industry to discuss his views on its next evolution with generative-AI agents. Benioff shares his expectations on how humans and AI agents will coexist in the workforce, the commoditization of foundational models, why companies need a central platform for AI and what positions Salesforce well, as one of the largest enterprise-software companies, to deliver secure and knowledgeable generative AI.

As enterprises look to harness data that stems and flows through diverse and dispersed source and end-points, robust practices around storing, processing, access, availability, reliability and security need to be ensured, driving demand for compliance-automation platforms. In this episode of the Tech Disruptors podcast, Drata CEO Adam Markowitz joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the security and compliance-automation product landscape, the potential market opportunity and growing role of AI. The two also talk about Drata’s product journey, go-to-market strategy and customer expansion.

Sanctuary AI, which focuses on providing humanoid robots to automakers, industrial manufacturers and logistics companies, is uniquely positioned because of its “hands-first” approach that approximates human dexterity, says cofounder and chief technology officer Olivia Norton. In this episode of the Tech Disruptors podcast, Norton sits down with Bloomberg Intelligence senior technology analyst Mandeep Singh to discuss the development of humanoid robots and their nexus with gen AI and large language models.

Unifying the business communication stack from contact center to sales team to business collaboration is Dialpad’s focus. In this episode of the Tech Disruptors podcast, Craig Walker, founder and CEO, speaks about the company’s AI solutions across unified communication as a service, contact centers and conferencing. Walker sits down with Bloomberg Intelligence analyst Niraj Patel and dives into software-spending trends, Dialpad’s customer focus and how the company is position itself in a crowded landscape. Tune in to hear about AI disruption, Dialpad’s large language model that’s built on over 6 billion minutes of long-form conversation, and more.

Mass-scale storage may be ripe for disruption as NAND flash memory plays a bigger role within cloud and corporate IT environments, taking share from more energy-intensive hard disk-based storage arrays. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Pure Storage CEO Charlie Giancarlo sits with BI analyst Woo Jin Ho on the company’s 15-year anniversary to discuss why its technology, software and total cost of ownership can lead to an all-flash storage environment within five years, while it aims to tame the data tsunami to support corporate AI adoption.

The highly distributed, dispersed and dynamic nature of enterprise data fuels demand for robust data-query engines for analytics and to drive intelligence. In this episode of the Tech Disruptors podcast, Starburst CEO Justin Borgman joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the shifting landscape for these products. They examine the future of data solutions, the evolving competitive landscape and developers’ embrace of open-table formats like Apache Iceberg, with Borgman saying this was “the summer of Iceberg.” The two also talk about Starburst’s product journey, competition with Dremio and Snowflake, and corporate IT-spending momentum.

Managing identity access to enterprise data for employees, contractors and now non-human users, which will likely include AI agents, may continue to grow in importance, even as the debate on point products vs. platforms persists. In this episode of the Tech Disruptors podcast, SailPoint CEO Mark McClain joins host and Bloomberg Intelligence senior analyst Mandeep Singh to weigh in on the breadth and depth of identity with cybersecurity.

Revenue orchestration is emerging as a new software category aimed at guiding best practices in sales to drive repeatable outcomes. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Salesloft’s CEO David Obrand joins Niraj Patel, BI senior software analyst, to discuss the rapidly evolving sales-software stack across organizations, Salesloft’s competitive position and how chief technology officers are managing the “great growth squeeze.”

Automating finance, which spans accounts payable and receivable, payments, spending management and planning for small and medium businesses, remains BILL’s North Star. Rene Lacerte, CEO and founder, spoke about his passion to help SMBs and how BILL lets customers break away from manual processes. In this episode of the Tech Disruptors podcast, Rene sat down with Bloomberg Intelligence analyst Niraj Patel earlier this month to speak about software spending sentiment, the network effect of BILL’s 7-million-plus members, transaction sales’ pull on revenue retention, the convergence of software and payments, AI’s impact and more.

Industry-specific cloud products as Salesforce’s fastest-growing business are seeing steady adoption as customers look for out-of-the-box software solutions and to reduce the total cost of ownership. “I don’t think any company can afford too much customization, so I believe they’re all looking for something that’s fast and purpose-built,” Jeff Amann, executive vice president and general manager of Salesforce Industries, tells Bloomberg Intelligence. In this episode of BI’s Tech Disruptors podcast, Amann sits down with BI senior technology analyst Anurag Rana to discuss how Salesforce is tailoring its products to better fit industry use cases, striving for continued growth regardless of economic conditions. Amann also shares examples in various sectors, and previews some of the 100 AI use cases unveiled at Dreamforce.

Data architecture is core to building robust enterprise applications, and as enterprises focus on harnessing unstructured data, new non-relational database solutions have seen increased adoption. In this episode of the Tech Disruptors podcast, Sahir Azam, chief product officer at MongoDB, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the data-technology landscape, AI-driven refactoring and rewriting of legacy applications and broadening deployment of vector search across the corporate technology stack. The two also talk about MongoDB’s product evolution; competition with Snowflake, Databricks and Oracle; its addressable market; and shifting IT budgets.

“One of the most important elements of copilots going forward is going to be the context you make available to it. Everybody wants a copilot to understand them,” says Microsoft Corporate Vice President of Business and Industry Copilot, Charles Lamanna. Speaking with Anurag Rana, Bloomberg Intelligence’s senior technology analyst, in this Tech Disruptors podcast episode, Lamanna highlights the fundamental construction of copilots, the different models they use, how customers can fine-tune them further in Copilot Studio and how this progresses the company to the vision of a fully autonomous CRM software. The two also discuss automation in the context of the Power Platform and what these technological advancements mean for the future of the software industry.

The reason to bring AI or any other such technology into a company is to drive business outcomes, and Uniphore has delivered these outcomes by packaging AI solutions as software-as-a-service, CEO Umesh Sachdev tells Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, Sachdev joins BI senior technology analyst Mandeep Singh to discuss the AI opportunity with conversational interfaces in large enterprises. They examine contact centers, video conferencing to CRM systems, the growing use cases for customizing and deploying large language models with an application layer.

How long could the strong growth in the physical infrastructure for data centers last? And what about the impact of AI and other emerging technologies? Could that extend the demand cycle for Schneider and industrials peers? In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Peter Herweck, CEO of Schneider Electric, sits down with Omid Vaziri, Bloomberg Intelligence senior industrials analyst, to examine the market opportunities and challenges of Generative AI and data-center rollout, growth expectations and physical limitations. Additionally, they discussed how to futureproof data centers and the energy infrastructure by assuring power availability, its resilience and sustainability.

A race to deliver the fastest AI system is emerging, resulting in a crop of new companies with innovative approaches to AI processing. Cerebras returns to the Tech Disruptors podcast studios to discuss the broadening AI market opportunity for its wafer scale engine (WSE) chip. CEO Andrew Feldman sits down with Bloomberg Intelligence Senior Hardware analyst Woo Jin Ho to discuss the future evolution of AI compute and how Cerebras aims to leverage the WSE-3 processor to better unlock the AI inference market by delivering AI responses 20x faster at one-fifth price of hyperscale cloud.

Businesses are turning to data to build their competitive edge, and AI tools will likely become a core layer of business intelligence and analytics platforms. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ariel Katz, CEO of Sisense, joins Sunil Rajgopal, BI senior software analyst, to discuss the democratization of enterprise analytics and intelligence tools, the shift toward natural language querying and the evolution of related tools. The two also talk about the Sisense Platform, competition in the industry, the addressable market and market consolidation.

AI-fueled product innovation is likely to reset many functions and industries, and companies could look to harness the full power of their data to drive business intelligence. In this episode of the Tech Disruptors podcast, Mike Capone, CEO of Qlik, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss enterprise analytics and intelligence tools, the evolving data-integration and transformation landscape and the potential impacts of AI. The two also talk about the acquisition of Talend, competition in the industry, AI monetization and future product verticals and initiatives. Listen to this episode on Apple Podcasts and Spotify.

Okta CEO Todd McKinnon says clients are increasingly asking about resiliency in identity security — a mission-critical enterprise application — amid the fallout of the CrowdStrike global outage. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, BI tech analyst Mandeep Singh talks with McKinnon about the moats that Okta has carved over Microsoft, consolidation in cybersecurity, the application of generative AI and more

Enterprises implementing AI would likely end up with a combination of their own core specialized models and out-of-the-box frontier solutions, Rafee Tarafdar, Infosys’ Head of Strategic Technology Group said on the Tech Disruptors podcast. Tarafdar and Bloomberg Intelligence’s senior technology analyst Anurag Rana discussed several AI use cases across retail, supply chain, services and operations, as well as essential requirements for enterprises to capitalize on the emerging technology. They also compared large and small language models, talked about on-premise model operations and looked into where the future value of AI lies.

Building responsive and high-powered websites through an intuitive and visual development approach is Webflow’s core strength, with its no-code technology offering broad appeal to marketers and engineers. Vlad Magdalin, co-founder and chief innovation officer, tells Bloomberg Intelligence. Linda Tong, Webflow’s CEO, also shares her thoughts on software-spending trends and customer segmentation in this episode of the Tech Disruptors podcast, Magdalin and Tong sit down with Bloomberg Intelligence analyst Niraj Patel to dive into the details of Webflow’s differentiation and its targeted customer. Hear their insights on the competitive positioning among website builders, Gen AI as a potential disruptor and what product features to expect next from the company.

“Every customer recognizes that it is data that is the fuel that powers AI,” says Arun Ulag, corporate vice president of Microsoft’s Azure Data. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ulag talks with BI senior technology analyst Anurag Rana about how Microsoft has been reorganizing its data management and insights portfolio for customers looking to leverage their data for AI. At the center of this is Microsoft Fabric, the company’s newer software-as-a-service, aimed at delivering a full data and analytics platform all in one. Ulag also discusses the company’s efforts to leverage open data to make its services compatible with third parties outside the Microsoft ecosystem, to provide customers with the widest range of options.

Enterprise information management tools, processes and outcomes are set to evolve with AI and the shift to cloud. In this episode of Tech Disruptors, OpenText CEO and CTO Mark Barrenechea joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the development of the enterprise information management landscape, AI-led product and productivity initiatives and the company’s move to become a SaaS-first business. The two also talk about competition, security products, the demand environment and M&A strategy amid evolving macroeconomic dynamics.

“Generative AI with a combination of cloud and data is poised to transform every aspect of how organizations operate,” Amazon Web Services Vice President of AI and Data Swami Sivasubramanian says in the latest episode of the Tech Disruptors podcast. Sivasubramanian sits down with Bloomberg Intelligence senior technology analyst Anurag Rana to discuss key developments in data and generative AI, and explores the impact of industry verticals like financial services, health care and media.

Companies’ decision-making is increasingly driven by data, with the quality of that data critical, especially in AI-driven applications. In this episode of the Tech Disruptors podcast, Barr Moses, founder and CEO of Monte Carlo, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the intricacies of data-dependent intelligence and how data-observability solutions can be deployed to proactively monitor, identify and resolve data incidents. The two also talk about importance of data quality and testing tools, Monte Carlo’s platform, its business model, competitive landscape and the importance of trusted data for generative AI use cases.

Helping the consumer tackle the financial marketplace for credit cards, auto loans, mortgages, insurance and other financial products is the value that Credit Karma brings to its over 130 million customers, says Ryan Graciano, co-founder and chief product officer of Credit Karma. In this episode of the Tech Disruptors podcast, Graciano sits down with Bloomberg Intelligence analyst Niraj Patel to explain the company’s technology, product vision and the competitive landscape. Tune in to learn his view on Gen-AI platforms and what’s ahead from Intuit’s Credit Karma.

“Underlying large language models have advanced significantly in the past six months, so that’s allowed us is to start looking at software development in a much more ‘agentic’ approach, where the agent essentially becomes a collaborator with the software developer,” says Deepak Singh, vice president of next-gen developer experience at Amazon Web Services. On this episode of Tech Disruptors, Singh joins Bloomberg Intelligence senior technology analyst Anurag Rana to take a deep dive into the realm of generative-AI chatbots and coding assistants, which the company offers through its Amazon Q service. The two discuss how these gen-AI agents are boosting developer productivity and enticing cloud migration, and how AWS is monetizing this service, both on a seat and a consumption basis.

“Microsoft is making a bet that we’re not going to need a single AI, we’re going to need many different AIs” Sebastien Bubeck, Microsoft’s vice president of generative-AI research, tells Bloomberg senior technology analyst Anurag Rana. In this Tech Disruptors episode, the two examine the differences between a large language model like ChatGPT-4o and a small language model such as Microsoft’s Phi-3 family. Bubeck and Rana account for various use cases of the models across various industries and workflows. The two also compare the costs and differences in compute/GPU requirements between SLMs and LLMs.

The cloud’s need for a high-performing AI infrastructure to support growing large language models has opened a Pandora’s box of performance bottlenecks. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, Ayar Labs CEO Mark Wade and VP of Commercial Operations Terry Thorn sit down with BI hardware and networking analyst Woo Jin Ho to discuss the company’s co-packaged silicon photonics that aims to disrupt conventional AI architectures and leapfrog the current wave of input/output technologies in the rapidly evolving computing market.

Cohere is one of the frontier large-language-model companies focusing on enterprise-use cases to differentiate it from OpenAI GPT, Google Gemini, Meta Llama, Anthropic Claude and Mistral. Cohere co-founder Nick Frosst joins Bloomberg Intelligence senior technology analyst Mandeep Singh to discuss what makes Cohere unique in its approach to model training and deployment. They discuss retrieval augmented generation, tokenization and more.

The workflow-management-solutions sector is evolving fast, yet remains fragmented and likely on the hunt for new revenue models. In this episode of the Tech Disruptors podcast, Thomas Scott, CEO of Wrike, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss how AI tools are used to boost client and internal productivity, the demand environment and the company’s product journey. The two also talk about Wrike’s horizontal market approach, future plans and potential pricing models as compute-intensive AI features and workloads grow.

“On average, a salesperson spends 30-45 minutes after a sales call on processing the sales call,” says Ketan Karkhanis, Salesforce’s executive vice president and general manager of Sales Cloud. In this installment of Tech Disruptors, Karkhanis sits down with Anurag Rana, Bloomberg Intelligence senior technology analyst, to examine the problem of time-consuming and unproductive tasks faced by salespeople, and how Salesforce and its AI solutions can help address this challenge. Additionally, the two discuss the trend of software consolidation, customer evolution on the Salesforce platform and the power of its developer ecosystem.

The rising capabilities of AI and progress in large language models are set to reduce communication barriers posed by language diversity. In this episode of the Tech Disruptors Podcast, Jaroslaw Kutylowski, founder and CEO of DeepL, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss how machine learning is reshaping language translation, along with competing language-translation tools and enterprise adoption. The two also talk about DeepL’s platform makeup, business model and the company’s expansion plans beyond Europe.

AI computing employs GPU/XPU clusters that are growing at unprecedented speeds, as well the bandwidth and power requirements of networks to support them. Near Margalit, Broadcom’s vice president and general manager of the Optical Systems Division, sits down with Bloomberg Intelligence’s senior semiconductor analyst Kunjan Sobhani in this Tech Disruptors podcast episode to discuss Broadcom’s innovations in optical networking, specifically on the role of its co-packaged optics (CPO) and how it could emerge as preferred solution for solving the bandwidth, power and cost challenges of AI infrastructure.

The readiness of companies’ data for AI use cases will be critical to their innovation and market leadership. In this episode of the Bloomberg Intelligence Tech Disruptors podcast, Precisely CTO Tendü Yoğurtçu and BI’s senior technology analyst Sunil Rajgopal discuss data integration, data quality, location intelligence and data-enrichment tools, and their roles in enterprise intelligence and decision-making. Yoğurtçu zeroes in on the data requirements needed to efficiently integrate generative-AI solutions, the data-integration tools landscape and how Precisely differs from the competition.

“We’re seeing a big increase in GPU capacity demands and we expect the data centers over the next couple of years will need to support higher power densities giving us the ability to run very large clusters of GPUs,” says AWS Global Data Centers VP Kevin Miller. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Miller talks with BI senior technology analyst Anurag Rana about all things cloud infrastructure, including data-center demand for AI, the timeline to construct new centers, the differences in the stress that training and inferencing place on the hardware and ways in which AWS is keeping the environment in mind as they approach their 2040 goal of carbon neutrality.

Expanded artificial-intelligence workloads are raising the power and cooling requirements of data centers, with individual rack consumption predicted to increase by 10x compared with traditional compute. Vertiv is a market-leading provider of UPS, liquid cooling and switchgear solutions catering to these needs. In this episode of the Tech Disruptors podcast, Vertiv CEO Giordano “Gio” Albertazzi sat down with Bloomberg Intelligence analysts Mustafa Okur and Woo Jin Ho to discuss the opportunities and challenges in the data-center infrastructure market.

“We see a lot more focus on digital-first, whether you’re thinking of branding, social, advertising and so on. Everyone is thinking of digital first,” Adobe’s president of Digital Experience Anil Chakravarthy explains to Bloomberg Intelligence senior technology analyst Anurag Rana. On his second appearance on the Tech Disruptors podcast, Chakravarthy homes in on new products GenStudio and Acrobat AI Assistant. Together, he and Rana explore how these tools leverage AI, fit into the company’s broader portfolio and can lighten the workload at Adobe’s customers and partners.

1Password has evolved from a consumer service to a B2B provider as passwords remain one of the points of vulnerability for cyberattacks. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, 1Password’s CEO Jeff Shiner and BI’s Mandeep Singh talk about the integration of 1Password with other cybersecurity vendors including Okta and other single-sign on and multifactor authentication (MFA) players focused on identity and device security.

Seagate’s relentless hard-disk-drive technology innovation has expanded mass-capacity storage solutions over the past several years. Jason Feist, senior vice president of products and markets, sits down with Woo Jin Ho, Bloomberg Intelligence hardware and networking analyst, in this edition of the Tech Disruptor podcast. They discuss the company’s breakthrough heat-assisted magnetic recording (HAMR) based Mozaic 3+ platform, its role in serving cloud and enterprise data centers’ burgeoning storage needs and the relationship between hard drives and solid-state drives in AI infrastructure

Anthropic cofounder Jared Kaplan talks about the nuances of training LLMs and deploying them for enterprise use cases with Mandeep Singh, technology analyst at Bloomberg Intelligence. The use of GPU clusters for training and inferencing, pitfalls related to hallucinations and LLM biases are among the topics discussed in this episode of BI’s Tech Disruptors podcast

Planning, management and collaboration over enterprise workflows has become more complex with a growing stack of enterprise-software tools, distributed work and agile development frameworks, driving demand for robust, single-pane workflow management solutions. In this episode of the Tech Disruptors Podcast, monday.com’s Chief Financial Officer Eliran Glazer and Chief Product and Technology Officer Daniel Lereya join Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the workflow management solutions landscape, pricing and AI-driven challenges and opportunities. They also talk about competition for the company’s multi-vertical solutions and their approach to growth.

GSK’s Chief Digital and Technology Officer Shobie Ramakrishnan discusses how the company is leveraging AI and data models for vaccine development and drug discovery in this episode of Bloomberg Intelligence’s Tech Disruptors podcast. BI’s Health-Care Analyst Sam Fazeli and Technology Analyst Mandeep Singh are hosts.

“Every modern business is a data business,” says Amazon Vice President Data Storage Services and Cloud Migration, Mai-Lan Tomsen Bukovec that “will be won or lost on the quality of the data, not the volume.” In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, BI senior technology analyst Anurag Rana talks with Tomsen Bukovec about the evolution of AWS storage, specifically S3, and how features like intelligent tiering have shaped the cloud-storage landscape. They also discuss how the notion around storage is changing to support generative AI and what AWS is doing to make sure its customers are prepared to adopt the right LLMs for their datasets.

Gleaning intelligence from diverse and disaggregated customer touch points — particularly digital — is crucial for businesses. In this episode of the Tech Disruptors podcast, Spenser Skates, CEO and co-founder at Amplitude, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the digital-analytics landscape, customer-adoption path and the impact of new AI tools. The two also talk about potential changes in the industry, the competition backdrop and the company’s growth strategy.

The rise of artificial-intelligence workloads has pulled forward years of compute, storage and networking-infrastructure technologies, exponentially increasing the complexity in building systems for large enterprises and hyper-scale cloud customers. In this episode of the Bloomberg Intelligence Tech Disruptors podcase, Penguin Solutions (a division of SGH) Chief Technology Officer Phil Pokorny and VP of Global Marketing Mark Seamans sit down with Woo Jin Ho, BI hardware and networking analyst, to discuss the next generation infrastructure requirements, the evolving hardware and systems needs as AI grows and how Penguin has become a partner in building out AI factories.

“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 provider and how generative AI promises to shift the landscape. Aytay also speaks about how Salesforce propelled Tableau’s growth since acquiring it in 2019, and the business-intelligence provider’s work on other initiatives like Einstein and Data Cloud.

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 applications such as SAP. The conversation includes platformization, integration of Onapsis with other cyber providers and into the customers’ IT environment, and how the company stacks up against point products, including Qualys and Tenable, that specialize in vulnerability management and patching.

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 Vision Fund’s portfolio companies. Burch shares his perspective on how to leverage technology for research and his prognosis for drug discovery in the age of generative AI.

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 “platformization” will impact the cybersecurity market.

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 how the company’s holistic AI-services approach is far more than just stringing together a bunch of GPU clusters in a data center.

“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 monetize generative AI and how the company’s high customer retention is driven by consistent product innovation.

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 reshaping businesses and industries as well as the opportunities and complexities of large-language models. The two also talk about C3.ai’s shifting business model and the company’s leadership pipeline.

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 generative AI for investing-related workflows. The conversation ranges from productivity enhancement for investment professionals and developers to large-language-model hallucinations. They also examine issues around GPU supply constraints and automation.

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 update on the growing opportunities in so-called hyperconverged infrastructure. They also discuss the disruptive ripple effects for the industry of the Broadcom-VMware M&A, Nutanix’s strategic partnership with Cisco and generative AI.

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 of AI and LLMs. The two also talk about Databricks’ AI and product initiatives, the competition landscape and the nitty-gritty of building scalable AI solutions for enterprises.

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 Disruptors podcast, Magnuson sits down with Bloomberg Intelligence analyst Niraj Patel to explain the company’s tech stack, marketing and sales spending trends, competitive landscape, the impact of generative AI, data-privacy regulation and more.

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 in accounts-payable automation. Tune in to learn what is Billy the Bot, how Stampli views ERP integration, advanced digital-payments trends and more.

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 helped it disrupt the IT services space. Migoya also talks about opportunities for the sector as enterprise clients increasingly look to incorporate generative AI into workflows, and the evolution toward global delivery models.

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 models for software-as-a-service businesses. They also talk about the company’s AI-led product initiatives, a road for future investment and the competition landscape.

“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, and discuss how the Data Cloud can be complementary to other third-party data lakes and warehouses. Topics include the handling of structured and unstructured data, MuleSoft, Tableau and the broader go-to-market selling motion.

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 upholding content authenticity among creators. Additionally, they analyze generative-AI monetization strategies and examine how open-source LLM’s could drive adoption of Adobe’s editing products.

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 how Playtech’s SaaS business model has enabled it to bring game content to operators with their own platforms, as its machine learning-based predictive models help gaming companies detect and prevent problem gambling.

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 working to curtail bottlenecks and enable business-intelligence analysts and data scientists to query and draw insights at scale and at high speed. They also discuss how the platform differs and competes with bigger data-management platforms, such as Snowflake, MongoDB, the movement toward Zero ETL and potential implications of AI and how that’s likely to shape jobs.

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 infrastructure to run AI models. Woo Jin Ho, BI’s hardware and networking analyst, explores Cerebras’ growing opportunities, AI server and super computer market demand, the evolution of large language models and the systems that will support it.

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 integration with the broader software value chain, including observability and IT-service software platforms. The two also discuss the potential impacts of artificial intelligence, focusing on demand dynamics and potential opportunities.

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 copyright concerns. Additionally, they discuss how Canva is trying to create value across its 170 million customers and drive greater usage through additional features.

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. The discussion also touches on the deployment of generative AI across different parts of the Moderna platform tech stack.

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 web gateway, SD-WAN and endpoint detection with a SASE approach.

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 the data layer and possibly to compute, resulting in several high profile customer wins and a multibillion valuation.

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 analytics and the changing competitive landscape. The two also talk about potential impacts of AI on productivity, the job market and the company’s long-term ambitions.

Automating the collection of dispersed, divergent and disjointed pools of enterprise data on to a single repository to drive analytics and build applications remains complex. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, Fivetran cofounder and COO Taylor Brown joins Sunil Rajgopal, BI’s senior software analyst, to discuss the evolution of data integration and management platforms in light of the explosion in enterprise data and shift to the Cloud. They also talk about product differentiation against rival platforms such as Informatica, potential disruption from Zero ETL initiatives and AI and overall market prospects.

Technological advances and changing consumer behavior have driven a shift in online commerce, from one-click purchases on e-commerce sites to buying from within various forms of content and digital experiences such as social commerce, in-app transactions, QR codes and more. In this episode of the Tech Disruptors podcast, Bolt CEO Maju Kuruvilla talks about evolution in e-commerce payments with Diksha Gera, senior fintech and payments analyst at Bloomberg Intelligence. This conversation was recorded on Dec. 12.

E-commerce’s leap to capture a bigger share of the overall retail pie is just starting to take hold. In this Tech Disruptors podcast, eBay Chief AI Officer Nitzan Mekel-Bobrov joins Bloomberg Intelligence senior analyst Poonam Goyal for an in-depth discussion about the democratization of AI and the step-level change we’re seeing from AI to generative AI. Mekel-Bobrov also highlights successful AI investments at eBay, and why companies should embrace the disruption.

Deere & Co. showcased several agriculture-equipment features at this year’s CES that gave a glimpse of changes that are in the works for modern machinery. In this Tech Disruptors podcast episode, Chief Technology Officer Jahmy Hindman sits down with Bloomberg Intelligence analysts Mandeep Singh and Christopher Ciolino discuss the company’s strategy around AI, robotics and satellite technology, as well as the challenges they will have to overcome to drive widespread adoption.

Drawing intelligent insights from vast swaths of unstructured enterprise data and ongoing monitoring of digital assets remains crucial for businesses of all sizes. In this episode of the Tech Disruptors podcast, Elastic CEO Ashutosh Kulkarni talks about AI-led growth opportunities with Sunil Rajgopal, Bloomberg Intelligence senior software analyst. The two also discuss the shifting technology landscape, demand environment and Elastic’s long-term product road map. This conversation was recorded on Dec. 15.

SecurityScorecard’s product assesses cyberthreats by homing in on key risk factors including the health of network domain name systems, or DNS, and network and endpoint security. In this Tech Disruptors podcast episode, CEO Aleksandr Yampolskiy sits down with Bloomberg Intelligence analyst Mandeep Singh to discuss how his company is leveraging AI to improve its data-driven rankings. Yampolskiy also examines recent developments in cybersecurity and how organizations are adapting to stay ahead of malicious actors that are using generative AI.

Corning’s fiber-optic technologies have emerged as the backbone of global communications networks over the past several decades. Chief Strategy Officer Jeffrey Evenson, along with Aleksandra Boskovic, VP of technology development in Corning’s Optics unit, sit down with Bloomberg Intelligence hardware analystWoo Jin Hoto discuss innovations and opportunities in telecom and cloud networks. They discuss how Corning tries to stay in front of rapid developments in areas such as AI and high-speed telecom networks.

Application development appears to be at the dawn of another big wave of change with the emergence of generative AI. GitLab Chief Marketing and Strategy Officer Ashley Kramer joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss productivity gains from AI and competition dynamics. The two also talk about initiatives and opportunities around security, binary repository management and service-desk capabilities.

Interest in enterprise 5G services is growing as companies begin to trial private networks, mobile edge computing and massive Internet of Things networks. Though the market for these new services has evolved more slowly than originally anticipated, corporate work on how to best implement them is ramping up. Verizon is working with users in trials and early deployments to refine their use, including a win with NFL to provide secure coach-to-coach communications. In this episode, Kyle Malady, CEO of Verizon’s Business Group, joins BI analyst John Butler for an in-depth discussion about the state of the 5G enterprise market, and how Verizon’s business model is evolving.

Creating a marketing automation tool that combines the data infrastructure and messaging layers established Klaviyo’s technology differentiation and paved its path for early success in email marketing automation. In this episode of the Tech Disruptors podcast, Klaviyo’s cofounder and CEO Andrew Bialecki sits down with Bloomberg Intelligence analyst Niraj Patel to explain how the company’s technology stack, leverage of Generative AI, and value-based customer approach disrupted the marketing automation field. Tune into to hear his view on software spending across retailers, the wide reach of AI, innovations in digital relationships, and more.

“For many companies, they’re moving from experimentation to truly embedding AI in the ways of working, which requires building foundations which connect back to the broader transformation efforts they have,” Publicis Sapient CEO Nigel Vaz explains to Bloomberg Intelligence. Vaz joins BI senior TMT analyst Matthew Bloxham on this Tech Disruptors podcast episode for a detailed discussion surrounding the areas Publicis Sapient is most focused on in its work with customers, including positioning for artificial intelligence and how that fits into the broader digital transformation. The two also go in-depth on how Publicis Sapient fits within the broader parent company Publicis Groupe, which acquired the company in 2015.

Confluent’s platform provides infrastructure for enterprises to connect, stream and process data across applications and systems in real time. In this episode of the Tech Disruptors podcast, Confluent’s cofounder and CEO Jay Kreps joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss the origins of Apache Kafka and Confluent, the flow of enterprise data and future of software architecture. The two also talk about the opportunity arising from the shift toward real-time data streaming from batch processing, budding artificial intelligence workloads and the company’s new products such as Confluent Cloud for Apache Flink, Kora Engine and KSQL database.

Advertising spending is being pressured by the economic environment and there’s been a deeper focus and requirement for advertisers and marketers to think about the return on investment, and ensuring they have the right tools at their fingertips to measure and evaluate the impact of their spending, Kimberly Bloomston, LiveRamp’s senior vice president of product explains to Bloomberg Intelligence. Bloomston joins BI analysts Mandeep Singh and Geetha Ranganathan on this Tech Disruptors podcast episode for an in-depth conversation about the state of ad tech and the programmatic industry, as well as how companies are positioning themselves after the deprecation of cookies, with their sights on identifiers and connected TV.

The market for customer-experience (CX) software is expected to reach about $85 billion by 2025, with 80% of companies planning to increase customer service budgets over the coming years, according to Zendesk CEO Tom Eggemeier. In his discussion with Bloomberg Intelligence Senior Technology Analyst Anurag Rana, Eggemeier also points out the 100% turnover in customer service reps on average every year. In this episode of BI's Tech Disruptors podcast, the two discuss the typical journey as a company builds out its customer service, the importance of retaining of representatives and the rapid pace of innovation, especially with AI.

“We’re in a period of very high learning, so if you’re a business leader, you have to be prepared to try some stuff that works and some stuff that doesn’t work,” Boston Consulting Group’s global chair and former CEO Rich Lesser explains to Bloomberg Intelligence. Lesser joins BI senior technology analyst Anurag Rana on this Tech Disruptors podcast episode for an in-depth discussion about key aspects that companies are thinking about related to generative artificial intelligence — the benefits and risks — management’s responsibilities and navigating a challenging near-term economic and geopolitical environment.

Runway is an applied research company that’s building artificial intelligence systems for creative content like text-to-video conversion. In this Tech Disruptors podcast episode, Runway’s cofounder and CTO Anastasis Germanidis joins Bloomberg Intelligence analyst Mandeep Singh for an in-depth discussion about generative video and how the company’s foundational models are different from other large-language ones. Germanidis also talks about training, fine tuning, inferencing and distribution and Runway’s plans to benefit from the proliferation of user- and AI-generated content. Exploring Generative AI’s Disruptive Promise: 2024 Outlook live event link - https://go.bloomberg.com/attend/invite/exploring-generative-ais-disruptive-promise-2024-outlook/

As enterprises look to invest in generative AI, one of the main considerations is the quality of training data and how to use proprietary data for customized responses. Join Vijay Karunamurthy, field chief technology officer at Scale AI, as he sits down with Bloomberg Intelligence Senior Technology Analyst Mandeep Singh for an in-depth conversation on fine-tuning LLMs for domains and use cases.

Tom Casey, senior vice president of products and technology at Splunk joins Bloomberg Intelligence Senior Analysts Mandeep Singh and Sunil Rajgopal to discuss the company's efforts to build an enterprise security operations center (SOC). The episode was recorded after the company announced its takeover by Cisco.

“It has been said for many years that data is the fuel for AI, but I would argue that data is the brain for AI because it’s the data that decides how effective the model is,” ServiceNow’s President and COO CJ Desai says. In this episode of the Tech Disruptors podcast, Desai joins Bloomberg Intelligence senior technology analyst Anurag Rana to discuss how ServiceNow is enhancing productivity for its customers by automating workflow for complex and mundane tasks. He also touches on the ways the company is improving processes across the industry and leveraging artificial intelligence and data to accelerate capabilities.

There’s still tremendous headroom in terms of the number of companies using workflows that leverage eSignature, and this is even more true outside of the US, DocuSign CEO Allan Thygesen explains to Bloomberg Intelligence. Thygesen joins BI senior technology analyst Anurag Rana on this episode of the Tech Disruptors podcast to discuss the company’s bridge of rapid growth during the pandemic to its newer, simpler sales motion with a heavy emphasis on execution and international expansion. He also talks about how artificial intelligence is making workflows more efficient for both the customer and the company, and how DocuSign might integrate the technology more in the future.

Artificial intelligence is being increasingly applied to the metaverse and gaming. Inworld AI cofounder and Chief Product Officer Kylan Gibbs joins Bloomberg Intelligence senior technology analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss the training and inference for applying generative AI large language models to different types of media and how new tools could lead to the proliferation of gaming and virtual content.

CoreWeave is a cloud-compute provider that focuses on graphics processing units to deliver infrastructure to enterprises. In this Tech Disruptors podcast episode, the company’s cofounder and Chief Technology Officer Brian Venturo joins Bloomberg Intelligence analyst Mandeep Singh for an in-depth discussion of how CoreWeave uses GPUs to develop generative AI models and how it differentiates itself from colocation and hyperscale entities.

Generative AI can drive a step function of change in productivity and efficiency through automation, and most organizations should expect to see about a 100x improvement, Amazon Web Services’ Vice President Matt Wood tells Bloomberg Intelligence. Woods joins BI analyst Anurag Rana on this episode of the Tech Disruptors podcast to discuss AWS’ position in the space, as well as in cloud computing, which it pioneered nearly two decades ago.

Artificial intelligence is changing the landscape of cybersecurity and SentinelOne is at the intersection of the two, according to SentinelOne’s Chief Technology Officer Ric Smith. In this episode of the Tech Disruptors podcast, Smith joins Bloomberg Intelligence senior analyst Mandeep Singh for an in-depth discussion about cybersecurity, automation and the potential for generative AI in the field — including agent vs. agentless architecture, efficacy rates, differentiation among vendors and the addressable market for workload security.

One area of research and startups right now is how to run better and better models without upgrading hardware, since consumers don’t have the same infrastructure, says Leigh Marie Braswell, partner at Kleiner Perkins, in her discussion with Anurag Rana, senior software analyst at Bloomberg Intelligence. Their insightful talk contrasts the experience and priorities of the startup landscape with the objectives of the largest public companies in generative AI and large language models. The pair’s combined visibility into the arena touches on all aspects of software, including unstructured data, code generation, automating technical debt and infrastructure.

Businesses need artificial intelligence more than ever, but it’s a long road to get from ChatGPT to answering all of the data security, ethical guardrails and organizational readiness required to operationalize AI, Salesforce’s CEO of AI Clara Shih explains to Bloomberg Intelligence analyst Anurag Rana. In this episode of the Tech Disruptors podcast, Shih joins Rana for an in-depth conversation about generative AI’s potential and what key areas enterprises need to focus on today to position them well for the future.

The Dynatrace platform uses its embedded AI engine, Davis, to harness observability, security, and business event data to provide organizations with real-time insights and intelligent automation spanning the entire spectrum of the digital-value chain of business applications and infrastructure. In this episode of the Tech Disruptors podcast, Dynatrace CEO Rick M. McConnell joins Bloomberg Intelligence senior technology analysts Anurag Rana and Sunil Rajgopal to discuss finer details of the Observability space, the impacts of generative AI, future technology evolution and cloud-optimization trends. They also talk about the changing competition landscape, productivity gains from deeper AI integration and the roadmap for future products, as well as governance and data-privacy issues.

Informatica’s products, like the Intelligent Data Management Cloud (IDMC) and Cloud scale AI-powered Real-Time Engine (CLAIRE), harness artificial intelligence for effective data management and analysis, according to CEO Amit Walia, who returns to the Tech Disruptors podcast with Bloomberg Intelligence analyst Anurag Ranga to delve into the transformative power of AI, its implications for enterprises and the changing industry landscape. In this episode, Walia and Rana explore the challenges of fragmented data in businesses, the significance of good quality data for AI and the shift toward consumption models in the software industry and the effect on sellers and customers.

Multicloud is emerging as a leading IT priority for many companies, as CIOs struggle to navigate a fragmented environment, which includes multiple public and private clouds, colocation and traditional data centers. In this episode of the Tech Disruptors podcast, Nutanix CEO Rajiv Ramaswami sits down with Bloomberg Intelligence analyst Woo Jin Ho to discuss how the company’s hybrid multicloud platform is positioned to bridge the silos of IT infrastructure while managing a multiyear business-model transition toward sales and EPS growth.

Intuit’s artificial intelligence journey has been several years in the making, but today it’s supercharging the technology’s use. In this episode of the Tech Disruptors podcast, Intuit’s Chief Data Officer Ashok Srivastava sits down with Bloomberg Intelligence analyst Niraj Patel to explain how the company’s Generative AI operating system, GenOS, leverages OpenAI’s large-language models. He also discusses technical points of Intuit’s data-platform architecture and enhanced features for TurboTax Live and QuickBooks Live, such as developer-staff impact and consumer-data privacy regulation.

Networking has traditionally been one of the bottlenecks within hyperscale cloud infrastructure and is under greater scrutiny in artificial intelligence workloads. Broadcom’s senior vice president of Core Switching Ram Velaga sits down with Bloomberg Intelligence’s semiconductor analyst Kunjan Sobhani and hardware analyst Woo Jin Ho in this Tech Disruptors podcast episode to discuss Broadcom’s growing role in hyperscale cloud AI networks, led by its Jericho3-AI chip, and how Ethernet could emerge as the preferred protocol to transport AI traffic.

Qualcomm has transformed to connect and power devices beyond traditional handsets and smartphones, and is utilizing advances in technology to further drive this digital shift, including into the electrification of automobiles, CFO Akash Palkhiwala explains to Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, Palkhiwala joins BI analyst Kunjan Sobhani for an in-depth discussion about the wide array of trends and opportunities for Qualcomm in generative AI, artificial and virtual reality, the Metaverse and Internet of Things.

Technology is at the heart of eBay and the disruption it has brought is one to embrace, Chief Technology Officer Mazen Rawashdeh explains. In this episode of the Tech Disruptors podcast, he sits down with Bloomberg Intelligence analyst Poonam Goyal to discuss how the use of private cloud vs. public has given eBay full control and flexibility and helped the company to reach the second-largest marketplace position in the US behind Amazon.com. Rawashdeh also highlights how artificial intelligence, notably generative AI, is being implemented to improve buyer and seller experiences, while also driving efficiencies across the company, but remarks that it won’t be easy for all industry players to embrace generative AI without making tradeoffs, given its higher costs.

In a conversation with Bloomberg Intelligence senior technology analyst Anurag Rana, Gong co-founder and CEO Amit Bendov discusses the broader reaches of AI for enterprises and how Gong is leveraging this technology to make its customer-relationship management (CRM) product mission-critical for even the largest companies in the sector. The effectiveness of a CRM system is dependent upon its data input. Yet CRM systems generally contain only about 1% of total client interactions. Bendov says this is a key reason why Gong’s use of AI not only enhances CRM, but also reduces the clerical work for sales teams, which allows them to return to helping customers.

Rising land costs, climate change concerns and the search for more sustainable food products have food producers looking beyond lab grown meat and into animal free dairy products. Perfect Day co-founder and CEO Ryan Pandya sat down recently with Bloomberg Intelligence Senior Food Analyst Jennifer Bartashus to discuss how his company uses precision fermentation to produce animal-free dairy proteins. The conversation includes the story behind the company’s founding, the technology Perfect Day uses to create protein and its unique business-to-business model.

Brex is a rising corporate payment company, aiming to overhaul the corporate credit card. In this Tech Disruptors podcast episode, founder and Co-CEO Henrique Dubugras sits down with Bloomberg Intelligence analyst Diksha Gera for an in-depth interview to discuss the competitive landscape within corporate cards, payments and travel spending. Dubugras highlights what sets Brex apart from rivals and how the startup plans to push the boundaries on credit cards and spending management.

Today’s market dictates that you should be API first, and the best of breed companies are building with this in mind, Postman Cofounder and CEO Abhinav Asthana explains to Bloomberg Intelligence Senior Technology Analyst Anurag Rana. Asthana joins Rana in this Tech Disruptors podcast episode for an in-depth interview to discuss the various places where API can be applied — hyperscale-cloud providers, building an app, AI, gaming, virtual reality and the metaverse.

Canva’s Visual Economy report of over 1,600 business leaders shows that 61% need workers with extensive design skills in the workplace, further propagating the company’s position at the forefront of end-to-end visual communication software, Cofounder and Chief Product Officer Cameron Adams explains to Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this Tech Disruptors podcast episode, Adams and Rana discuss the need to service the vast majority of employees without a formal design background and how to properly scale individuals and businesses up the value chain, as well as break into new markets.

The common theme seen through all downturns and recessions has been that companies emerge on the other side much more technologically intensive, Recognize Cofounder and Managing Partner Frank D’Souza explains to Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this Tech Disruptors podcast episode, D’Souza joins Rana for an in-depth discussion about technology trends, including generative AI, cloud migration, how 5G or virtual reality apply to specific industry verticals, and overcoming the developer shortage.

In this episode, BI senior analyst Mandeep Singh sits down with Palo Alto Networks' Chief Product Officer, Lee Klarich to go over the company's expansion beyond firewalls into other growth segments of cybersecurity. We discuss the role of generative AI in cybersecurity and how enterprises are thinking of deploying security in a multicloud environment.

Investors can tap into opportunities offered by the evolving food-supply chain. In this episode of the Tech Disruptors podcast, VegTech Invest’s founder and CEO Elysabeth Alfano joins Bloomberg Intelligence Senior Food Analyst Jennifer Bartashus to discuss the long-term potential of plant-based proteins, companies further upstream in the production process and growing concerns about feeding the global population in a sustainable way.

Upside Foods’ cultivated meat products can help the pivot to a more sustainable food supply chain. In this Tech Disruptors podcast episode, co-founder and CEO Uma Valeti, MD, sits down with Bloomberg Intelligence analyst Jennifer Bartashus to discuss the inspiration behind Upside Foods, the technology used to create real meat without an environmental impact on the feeding and raising of animals, and how it’s assisting consumers to embrace change.

The food-supply chain is evolving and cultivated meat and plant-based eggs can help drive positive environmental change. In this Tech Disruptors podcast episode, Josh Tetrick, Eat Just cofounder and CEO, joins Bloomberg Intelligence analyst Jennifer Bartashus to discuss the technology the company uses to create meat without animals, the regulatory approval process in the US and the challenges facing this emerging industry. Persistently high egg prices have also generated opportunities for plant-based egg products.

Artificial intelligence is only as good as the data it’s trained on, and creators are looking for their content to be commercially viable, stressing the importance that Adobe’s new AI generator Firefly is trained using images from Stock, Dana Rao, the company’s General Council and Chief Trust Officer explains to Bloomberg Intelligence’s Senior Technology Analyst Anurag Rana. In this Tech Disruptors podcast episode, Rao also discusses the challenges and ethics behind image generation, content rights and what gives Adobe an edge in the next arena of generative AI.

Spotify is leveraging open source to enhance software supply chains and improve data analytics, head of technology and platforms Tyson Singer explains to Bloomberg Intelligence analysts Geetha Ranganathan and Niraj Patel on this episode of the Tech Disruptors podcast. Tyson talks in depth about the user’s experience, developer community engagement and product enhancements from Backstage, Pedalboard, Klio and other projects in Spotify’s expanding open source library.

There’s been a moderation in the trend of moving all workloads to the cloud and shifting all applications into a certain direction in the last several years, and more of an appreciation by IT leaders that they should be focusing first and foremost on agility and flexibility because they have to support multiple environments, types of applications and demands from the business, which plays into Pure Storage’s strength, chief technology officer Rob Lee tells Bloomberg Intelligence analysts Mandeep Singh and Woo Jin Ho on this episode of the Tech Disruptors podcast. Lee discusses in depth the company’s positioning at enterprise customers and the role of flash technology amid the secular trends of cloud and generative AI.

GoodRx is a marketplace, sort of like the Switzerland of health care, working with all constituents on behalf of the customer, co-founder and co-CEO Doug Hirsch explains to Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, Hirsch sits down with BI analyst Jonathan Palmer to talk about GoodRx’s evolving business model, the power of its brand and why he’s not worried about structural changes to the market for prescription drugs.

Today’s technology leaders can still keep the innovation engine running while navigating macroeconomic uncertainty, John Chambers explains to Bloomberg Intelligence hardware analyst Woo Jin Ho in this episode of the Tech Disruptors podcast. Chambers, the former CEO of Cisco, continues to be on the forefront of technological change as the head of JC2 Ventures, which helps global startups to grow and develop digital solutions. Chambers also discusses his work in India, laying the foundation for a potential shift in the geo-technology landscape.

There’s a growing “need for speed” in the cloud and telecom, and Ciena is satisfying its customers’ appetites with optical innovations, led by the WaveLogic chip, Chief Technology Officer Stephen Alexander explains to Bloomberg Intelligence analyst and host Woo Jin Ho on this Tech Disruptors podcast episode. Alexander discusses how the rapidly evolving optical market requires higher capacity to support AI and machine learning, as well as next-generation metro-edge cloud deployment. Ciena’s latest product, WaveLogic 6, will likely help it to stay ahead of the curve vs. competitors.

There’s a much broader wave of digital transformation happening in fundamental industries that make up about 40% of the world’s GDP, and are the infrastructure of the planet, Samsara CEO and co-founder Sanjit Biswas explains to Bloomberg Intelligence. In this Tech Disruptors podcast episode, Biswas sits down with BI engineering software analyst Eileen Segall to discuss how Samsara — which IPOed in December 2021 — through its Internet of Things devices and cloud-based software is helping to increase the safety, efficiency and sustainability of industries with substantial physical operations like transportation, retail, construction and utilities.

Cockroach Labs is disrupting the legacy model of databases by embracing distributing computing in the cloud, providing scale to modern applications, co-founder and CEO Spencer Kimball explains to Bloomberg Intelligence. In this Tech Disruptors podcast episode, Kimball sits down with BI analyst Anurag Rana for an in-depth conversation about the driving forces behind migration to the cloud and operational database workloads, as well as how CockroachDB’s technology differentiates it from other Database-as-a-Service companies and hyperscale providers.

Roblox has a large addressable market as it’s moving outside of gaming and increasingly doing more work in the entertainment category — music, video, sports, fashion, retail and commerce — with a new modality of the internet for social experiences, the company’s chief business officer Craig Donato explains to Bloomberg Intelligence. In this Tech Disruptors podcast episode, Donato sits down with BI analyst Mandeep Singh to talk about the evolution of the Metaverse and how 3D content may go beyond gaming and drive the next phase of growth at Roblox.

Digital advertising technology will increasingly harness artificial intelligence to improve audience targeting and campaign optimization, PubMatic CEO Rajeev Goel explains to Bloomberg Intelligence. In this Tech Disruptors podcast episode, Goel sits down with BI media analyst Geetha Ranganthan for an in-depth interview to discuss the digital ad landscape amid elevated concerns about privacy and identity, as tensions between the open internet and walled gardens like Alphabet’s Google and Meta Platforms are intensifying.

Fifty percent of small businesses fail at the five-year mark for two main reasons -- struggling to find new customers and growing relationships with existing ones and cash flow problems, Intuit’s CEO of Mailchimp and business leader for QuickBooks Money Rania Succar tells Bloomberg Intelligence.  In this Tech Disruptors podcast episode, BI analyst Niraj Patel sits down with Succar to discuss the challenges that small businesses face today and how Intuit’s marketing and fintech solutions help customers address growth prospects, cash-flow management and the frictions for business-to-business payments, as well as clients’ embrace of integrated technology platforms. Rania also highlights what’s next for Intuit and how it’s using AI across its products.

As the first federally chartered cryptocurrency bank, Anchorage Digital is providing authentication and hardware modules for storing and securing digital assets for banks, venture capital firms, fintechs and governments. In this Tech Disruptors podcast episode, Bloomberg Intelligence senior analyst Mandeep Singh takes a deep-dive look into the current state of the crypto market with Anchor Digital’s cofounder Diogo Monica, who also discusses the effect FTX’s saga has had on the pace of new use-case deployment of blockchain technologies.

“We have three key goals... We see a vision of the metaverse of being something that’s open, interoperable and also secure,” Shen Ye, HTC’s Global Head of Product tells Bloomberg Intelligence.  In this Tech Disruptors podcast episode, Bloomberg Intelligence senior analyst Mandeep Singh sits down with Ye at the Mobile World Congress in Barcelona to talk about the metaverse and his expectations for mainstream adoption of virtual reality. He also discusses how new content and content creation, as well as 5G to deliver the infrastructure for immersive experiences will play pivotal roles.

Bloomberg Intelligence Technology Analysts Anurag Rana and Tamlin Bason host HCLTech's Global CTO and Chief Product Officer for HCLSoftware, Kalyan Kumar (“KK”) to discuss the current landscape of offshore services, the enterprise multi-cloud transformation, and the automation evolution within the industry. Listen in to this information packed episode as we delve into HCLTech's relationship with hyperscalers, examine the interoperability of the metaverse, and dive into HCLSoftware's differentiation among peers.

Zocdoc Founder & CEO Oliver Kharraz joins Bloomberg Intelligence healthcare analyst Jonathan Palmer to discuss how Zocdoc's evolving business model is creating sustainable value across the healthcare system. We also dive into some of the latest trends at the intersection of technology and healthcare.

Bloomberg Intelligence Senior REIT Analyst Jeff Langbaum hosts Equinix President and Chief Executive Officer Charles Meyers to discuss trends in the data center market that underpin Equinix's market-leading operating performance. As the world shifts more and more towards digital, Equinix sits in the middle, providing a valuable service to customers needing connectivity. During the conversation we discuss the importance of the cloud, a focus on ecosystems, a shift toward sustainability, global expansion, and the heating of Olympic swimming pools in Paris.

Noah Glass, Founder and CEO at Olo, joins Michael Halen, Senior Restaurant and Foodservice Analyst at Bloomberg Intelligence, to discuss the company’s culture, product suite and growth strategy. Olo’s online ordering and delivery solutions have been invaluable to its restaurant clients and the company continues to innovate to achieve its goal of digitizing every transaction, including in-restaurant and drive-thru occasions. This is a massive opportunity; only 6% of US restaurant transactions are digital. Glass believes the company can grow sales 100-fold; its 84,000 restaurant locations can expand 4x and average revenue per unit could jump 25x as payment, data analytics, guest sentiment and marketing solutions gain further traction with existing clients.

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 developments of the Apple iPhone, Salesforce.com’s CRM, Oracle ERP and Google Cloud in the early days.

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 their insight on the future of the software space.

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 other key technology attributes of the ZipRecruiter platform.

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.

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 fundamentals and valuations especially in turbulent times. Additionally, we discuss the nuances of strategies revolving around smaller software companies when it comes to owning their niche and taking advantage of the differences in regulations between nations.

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, bringing cloud technologies to telecom and enterprise users, and tackling climate change.

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% higher energy density over today's state-of-the-art batteries and may be a critical component of future batteries in the consumer electronics and automotive (EV) market. We dive into specifics around this chemistry, why a silicon-based anode can be so revolutionary to battery advancement, and how Sila plans to scale its technology to support its customers.

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.

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.

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 efficiencies are often missed without unifying platforms like Fivetran.

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, and ZoomInfo's advanced notification and technology process.

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.

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 oriented client approach, their scaling growth model, and what opportunities lie ahead for the company. Listen in to discover how Endava uses technology and industry trends in an attempt to grow their global brand.

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 has lead to a much more streamlined, error-free implementation.

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 quintessential to the firm's overall success.

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 integration on a common platform.

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 leading edge projects.

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.

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 software peers.

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-as-a-Service (UCaaS) market. Some of this discussion contains forward-looking statements, which are subject to risks and uncertainties. Actual results may differ materially from RingCentral forward-looking statements. Unless otherwise indicated, all measures discussed on this podcast are non-GAAP. Please refer to RingCentral filings with the Securities and Exchange Commission and RingCentral investor relations website for additional information and disclosures.

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.

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.

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.

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.

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 to forage for experiences not only among their own customers, but to over 600,000 qualified contributors on UserTesting's network. Facing a two-sided economy that needs both a healthy supply of contributors as well as a demand from customers for a deep insights, having a network as strong as UserTesting's has been paramount to their success over the past 15 years.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Icertis Co-founder and CEO, Samir Bodas to discuss how the cloud, blockchain, automated intelligence (AI), machine learning and other emerging technologies are transforming contract lifecycle management (CLM), and how Icertis is leveraging these tools to lead in this landscape. We cover how Icertis provides value across critical categories from procurement and supply chain, to risk and compliance, and just how much room is left for CLM to run.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts ClickUp CEO, Zeb Evans to define what does a modern productivity platform look like in today's hybrid, digital environment. We take a closer look at how customer behavior changes when you move from a collection of "best-in-breed" products to integrated and connected applications all on the same platform, decreasing barriers to entry and exponentially boosting adoption. At the same time, we journey through ClickUp's beginnings being developed initially for internal use, to scaling with direct lines of communication with early users for feedback, to what's next post multiple rounds of funding.

Bloomberg Intelligence Senior Analyst Brian Egger hosts nVenue CEO and Co-Founder Kelly Pracht to discuss how the company is harnessing the power machine learning and AI to introduce sports and wagering fans to betting micro-markets.

Bloomberg Intelligence Technology Analyst Anurag Rana sits down with ServiceNow Chief Digital Information Officer, Chris Bedi to discuss the set of tools companies need to be equipped with today from hyperautomation to low-code/no-code app development and how the ServiceNow platform goes above and beyond to make sure companies are in the best position to weather any storm they may face. We examine several of ServiceNow's use cases, expanding beyond their core strength in ITSM to discover just how many industries and workflows they lend a guiding hand to.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Avataar's CEO and co-founder Sravanth Aluru to talk about AR/VR adoption, which phase of the metaverse evolution we're in, and how a young startup could drive mainstream adoption of 3D content.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Datadog COO, Adam Blitzer, to talk about Datadog's transformation from a single-product company to a leading platform around IT operations management in a multi-cloud environment.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Informatica CEO, Amit Walia to discuss how Informatica is helping enterprises transform from being data-rich to data-driven in their decision making. We examine how the shift to cloud has actually fragmented workflows, siloing critical data and how this is being addressed. In addition, Amit also reflects upon Informatica's own journey as a public company that was taken private and has since re-emerged better geared with the right tools to assist customers along their digital transition.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Zendesk Chief Technology Officer, Adrian McDermott, to chat about the customer experience landscape and how key tenants like conversational CRM and automated intelligence are transforming this arena. Also, we go over the challenges small and mid-sized businesses face in the current macro environment and how low-code and automation tools are making it easier for these businesses to scale.

Bloomberg Intelligence E-Commerce Analyst Poonam Goyal hosts Rent the Runway Founder and CEO, Jennifer Hyman, to discuss how its closet in the cloud is disrupting the apparel industry.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts C3.ai Chairman and CEO, Tom Siebel, to discuss the significance of automated intelligence-based predictive maintenance and the serious, real-world applications C3.ai takes on. Additionally, we chat about how C3.ai compliments other cloud application software companies and what exactly makes C3.ai hard to replicate anywhere else.

Bloomberg Intelligence Senior Analyst Woo Jin Ho hosts Extreme Networks CTO Nabil Bukhari to discuss changes to corporate networks as companies implement new technologies to support a highly networked, a more flexible and dynamic work environment, which could expand Extreme’s opportunity beyond the over $20 billion switching and Wi-Fi markets.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Gitlab CEO, Sid Sijbrandij to talk about the company's use of opensource and a distributed model may influence the evolution of the nascent cloud DevOps market.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Tobii CEO, Anand Srivatsa, to talk about the vast amount of applications for eye tracking ranging from gaming, healthcare, to the Metaverse. With around 80% of information being processed through vision, the potential use-cases for eye tracking are endless, and our discussion highlights where these opportunities are most prevalent today and why awareness for this technology has been so low for so long.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Everbridge Chief Security Officer, Tracy Reinhold, to discuss the tools that companies need to be resilient in the 21st century, post-pandemic environment. We go over the rising threat environment and how Everbridge is closing those security gaps.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Domo CEO, John Mellor, to get his thoughts on how Domo's innovating in the highly competitive business intelligence and analytics arena. We discuss the concept of "the Last Mile", the significance of this to the end user, and how Domo has found their stride at this leg of the race.

Bloomberg Intelligence Senior Analyst Eileen Segall talks with CEO RJ Pittman about how Matterport disrupts the real estate property market and other industries with its hardware and software that turns built spaces into 3D digital twins. They also discuss if Apple's RoomPlan is a competitive threat.

Bloomberg Intelligence Technology Analysts, Anurag Rana and Niraj Patel, host Coupa CEO, Rob Bernshteyn, to discuss the economics and opportunity present in supplier-centric cloud applications. Today's environment is making supply-chain advantages more relevant than ever before, and we explore how companies can seek out those advantages with Coupa.

Bloomberg Intelligence Senior Analyst Brian Egger talks with Martina Åkerlund, Chief Executive Officer, and Daniel Svenson, Co-Founder and Chief Experience Officer, of Triggy about how machine learning and AI are transforming sports betting customer acquisition and engagement.

This episode of Tech Disruptors discusses how DocuSign looks to reverse the rhetoric as an e-signature-only company and show it has much more to offer. DocuSign's customer-success strategy has led to a market share multiple much higher than its nearest rival. In this episode, Senior Technology Analyst, Anurag Rana, sit down with DocuSign CEO, Dan Springer, about some of its largest opportunities, as well as the challenges these opportunities may present.

This episode, led by Senior Software Analyst, Anurag Rana, discusses how Freshworks disrupts not just the on-premise CRM industry but cloud software players as well. Freshworks' product-led approach is different than most other software vendors, allowing it to grow at a rapid clip with high gross margins.

Bloomberg Intelligence Medtech Analyst Matthew Henriksson discusses development of plant based formula alternative and the potential ability to disrupt this market with Kate Farms CEO Brett Matthews.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting HashiCorp co-founder and CTO, Armon Dadgar, to talk about how HashiCorp is building the middleware for the cloud and seeks to partner with hyperscale cloud vendors for all kinds of workloads and applications.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Unity CEO, John Riccitiello, to talk about how Unity is positioned for growth in the metaverse and the shift to 3D experiences for gaming and apps.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting CrowdStrike CTO, Michael Sentonas, to talk about how CrowdStrike's single agent architecture can consolidate various point products and prevent cyberattacks.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting SentinelOne COO, Nicholas Warner, to talk about how SentinelOne is disrupting a fragmented endpoint security market.

Bloomberg Intelligence Senior Telecom Analyst John Butler is hosting Mavenir's President and CEO Pradeep Kohli to talk about how Mavenir's Cloud-Native Open RAN product is disrupting traditional telecom equipment market.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Akamai CEO Dr. Tom Leighton to talk about disruption in the Internet and edge delivery and how the company plans to leverage its growing capabilities in security and compute.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting ZoomInfo CEO Henry Schuck to talk about disruption in the Enterprise CRM market.