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PODCAST

Tech Disruptors

Tech Disruptors by Bloomberg Intelligence features conversations with thought leaders and management teams on disruptive trends. Topics covered in this series include cloud, e-commerce, cybersecurity, AI, 5G, streaming, advertising, EVs, automation, crypto, fintech, AR/VR, metaverse and Web 3.0. This podcast is intended for professional investors only. It is being prepared solely for informational purposes only and does not constitute an offer or investment advice.

business investing

All Episodes

45:22

Copilots, Autonomous CRM and the Future of SaaS with...

Tech Disruptors ·

2024/09/17

“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

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37:16

Uniphore CEO Discusses Bet on Conversational AI

Tech Disruptors ·

2024/09/12

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

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45:12

Schneider Electric CEO on AI and Data Centers

Tech Disruptors ·

2024/09/10

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

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40:20

Cerebras Expands by Pushing AI Inference Limits

Tech Disruptors ·

2024/09/05

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 unlock the $40 billion

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53:04

Sisense CEO on Democratizing Analytics With AI

Tech Disruptors ·

2024/09/03

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

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40:42

Qlik CEO on Augmenting Data Analytics With AI

Tech Disruptors ·

2024/08/30

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

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34:03

Okta’s McKinnon on Identity Security Resiliency

Tech Disruptors ·

2024/08/27

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

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43:48

Infosys Breaks Down the Enterprise AI Journey

Tech Disruptors ·

2024/08/22

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

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45:08

Webflow’s Co-Founder and CEO on No-Code Website Design

Tech Disruptors ·

2024/08/20

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

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48:52

Microsoft Data Platform’s Explosive Growth in the Age...

Tech Disruptors ·

2024/08/15

“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 officer 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

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43:36

OpenText CEO on Digital Pyramid Rethink With AI

Tech Disruptors ·

2024/08/13

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

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50:55

AWS’ Swami on Gen-AI’s Expanding Industry Uses

Tech Disruptors ·

2024/08/08

“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.

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50:13

Monte Carlo CEO on Honing Knotty Corporate Data

Tech Disruptors ·

2024/08/06

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

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31:21

Credit Karma’s Co-Founder on Gen AI, Consumer

Tech Disruptors ·

2024/08/01

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

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42:39

Coding Assistants, Cloud Migrations and Monetization...

Tech Disruptors ·

2024/07/30

“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

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45:16

Microsoft Reducing AI Compute Requirements with Small...

Tech Disruptors ·

2024/07/25

“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

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45:44

Ayar Labs Aims to Eliminate AI’s Bottlenecks

Tech Disruptors ·

2024/07/23

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

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36:35

Cohere’s Path to Differentiation in LLM Race

Tech Disruptors ·

2024/07/18

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.

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37:34

Wrike CEO on AI-Driven Product, Pricing Shift

Tech Disruptors ·

2024/07/16

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

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45:33

Salesforce Sales Cloud Exec on Empowering Customers...

Tech Disruptors ·

2024/07/10

“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

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292 results

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