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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

43:24

Workday CTO On the Company’s Nuanced Approach to AI...

Tech Disruptors ·

2025/03/26

“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

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48:25

DataRobot CEO on Building Domain-Specific AI

Tech Disruptors ·

2025/03/24

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

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50:30

Crusoe’s Energy-First Approach to AI Build-Out

Tech Disruptors ·

2025/03/21

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.

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37:22

Adobe’s President on Mastering the Entire Content...

Tech Disruptors ·

2025/03/19

“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

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45:10

Salesforce On How Agentforce 2.0, Data Cloud Expand...

Tech Disruptors ·

2025/03/17

“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

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38:54

Grafana on Intersection of Observability, AI

Tech Disruptors ·

2025/03/14

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

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37:33

Google Cloud Scale in AI Training, Inferencing

Tech Disruptors ·

2025/03/12

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

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33:23

Twilio CEO on Customer Data, Analytics and AI

Tech Disruptors ·

2025/03/10

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,

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41:42

Boomi’s CEO Making Sense of Disparate Data Leveraging...

Tech Disruptors ·

2025/03/07

“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

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45:03

Elastic’s CEO on Powering the AI Value Chain

Tech Disruptors ·

2025/03/05

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

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40:26

SAP Business Data Cloud Optimizing Customers for...

Tech Disruptors ·

2025/03/03

“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.

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34:40

Verizon Consumer CEO on AI’s Role in Telecom

Tech Disruptors ·

2025/02/28

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

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33:02

Procore’s Approach to Automating Construction

Tech Disruptors ·

2025/02/26

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

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61:24

WWT CEO on Building ‘AI First’ Business, Growth

Tech Disruptors ·

2025/02/24

World Wide Technology (WWT) has evolved from a value-added reseller to a global systems integrator with $20 billion in annual sales and 10,000 employees that today identifies itself as an “AI First” company. WWT CEO and co-founder Jim Kavanaugh joins Bloomberg Intelligence analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss the company’s journey, building AI capabilities for customers and its effort to train the entire staff in AI. Kavanaugh, whose company does 80% of

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37:23

Citi CTO Griffiths on LLM Deployment, AI Agents

Tech Disruptors ·

2025/02/21

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

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33:47

Contentful’s CEO on Digital Content Creation

Tech Disruptors ·

2025/02/19

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

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29:52

Flodesk Drives to Best-in-Class Email Marketing

Tech Disruptors ·

2025/02/14

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

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35:26

Yext CEO on Shifts in Search as LLMs Grow Scope

Tech Disruptors ·

2025/02/12

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

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36:20

Menlo Ventures on Developer Technology, M&A, AI

Tech Disruptors ·

2025/02/10

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

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39:39

NTT DATA on DeepSeek’s AI, Data-Center Trends

Tech Disruptors ·

2025/02/07

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

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290 results

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