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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

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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31:09

GoDaddy CTO on Tech Investments Empowering SMBs

Tech Disruptors ·

2025/02/05

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

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44:46

Cohesity CEO on Data Resilience for AI Era

Tech Disruptors ·

2025/02/03

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,

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37:29

Box CEO on Enterprise Content Management

Tech Disruptors ·

2025/01/31

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

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29:28

Northern Data Build-Out of GPU Data Centers

Tech Disruptors ·

2025/01/29

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.

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31:55

SentinelOne Pivots to LLMs in Endpoint Security

Tech Disruptors ·

2025/01/27

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

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43:00

Glean CEO On AI-led Democratization of Software

Tech Disruptors ·

2025/01/24

“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

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35:42

Asana CPO on Rewiring Workflows With AI

Tech Disruptors ·

2025/01/22

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

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44:07

Gutmans on Bringing Google AI to Existing Data

Tech Disruptors ·

2025/01/16

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

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43:36

The Future of Gen AI, Security With Microsoft

Tech Disruptors ·

2025/01/14

“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

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36:39

Zscaler Sees Cyberthreat Environment Growing

Tech Disruptors ·

2025/01/09

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

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44:41

A View From the Top: Chambers’ 2025 Predictions

Tech Disruptors ·

2025/01/07

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.

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39:40

Microsoft Industry Uses Take AI to Next Level

Tech Disruptors ·

2024/12/17

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

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50:27

Shopify’s Product Innovation Continues Apace

Tech Disruptors ·

2024/12/12

“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

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36:11

Check Point’s Shwed on Cybersecurity Outlook

Tech Disruptors ·

2024/12/10

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

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42:26

Salesforce Chief Scientist on the Ingredients for...

Tech Disruptors ·

2024/12/05

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,

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48:47

ClickUp CEO on Work Platforms for an AI World

Tech Disruptors ·

2024/12/03

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

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36:16

Datastax CEO on Tuning Databases for LLM World

Tech Disruptors ·

2024/11/26

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.

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36:06

Sonar’s Opportunity in Clean Code for Business

Tech Disruptors ·

2024/11/21

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

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292 results

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