Tech Disruptors

Allan Thygesen, CEO of DocuSign since 2022 and former Google executive, shares insights on AI and Intelligent Agreement Management (IAM). He reveals that DocuSign has processed over 100 million contracts using AI. Thygesen highlights the company’s international expansion, particularly in Germany and Japan, and the growth potential in the federal market. The discussion touches on the shift toward value-based pricing in software and the role of AI in enhancing internal workflows, saving time, and improving productivity.

Prasad Kalyanaraman, Vice President of AWS Infrastructure Services, dives into the evolving world of AI workloads. He discusses the vanishing line between AI and traditional workloads, emphasizing the need for fungible clusters that optimize GPU and power use. Prasad reveals AWS's innovative approach to data centers, focusing on retrofitting existing infrastructure for AI rather than building from scratch. He also addresses challenges like supply-chain constraints and the importance of liquid cooling for high-power chips, shedding light on the future of cloud computing.

Praveer Melwani, the CFO of Figma, shares insights on how the platform fosters collaborative design and evolves from freemium to enterprise. He discusses Figma’s unique web-native multiplayer capabilities and its competitive edge against Adobe. Praveer delves into their subscription model, pricing changes, and how AI integrations are transforming design workflows. Highlighting impressive retention metrics and user growth, he emphasizes that AI will enhance rather than replace the craft of design, making Figma an essential tool for modern teams.

Nadav Zafrir, CEO of Check Point with extensive cybersecurity expertise, dives into the evolving landscape of AI in security. He predicts organizations will soon adopt AI agents and emphasizes the importance of runtime security for these models. Zafrir shares insights on Check Point's acquisition of Lakera, aiming to enhance security capabilities. He discusses the need for a prevention-first approach and how SASE is integral to the future of cybersecurity, all while navigating the complexities of hybrid environments and user experience.

Dan Durn, Adobe's Chief Financial Officer, shares insights on how the company navigates major tech shifts. He discusses Adobe's impressive history of adapting, highlighting their AI strategies and how generative AI enhances workflows. Durn sheds light on monetization tactics, including generative credits, and how their freemium models drive engagement. He also covers customer adoption rates, emphasizing the importance of content volume and competitive positioning against rivals like Figma and Canva. Overall, it’s a deep dive into Adobe's innovative approach in the AI landscape.

Amit Zavery, the President and COO of ServiceNow, dives into the transformative power of AI in the workplace. He discusses the creation of an AI Control Tower to enhance workflow orchestration across various systems, emphasizing AI as the new user interface. Zavery also explores how ServiceNow's agentic AI optimizes onboarding, ensuring compliance and better outcomes. With real-world examples from sectors like telecommunications and public agencies, he highlights the platform's capability to integrate legacy systems while driving productivity and industry-specific innovations.

Charlie Giancarlo, CEO of Pure Storage, dives into the company's bold mission to revolutionize storage with flash technology. He discusses how Pure is strategically positioning itself in the market using a subscription model for continuous upgrades without disruption. Giancarlo highlights the cost advantages of flash over traditional hard disks and examines enterprise versus hyperscale adoption trends. He also shares insights on AI infrastructure and Pure's plans to evolve into a comprehensive data management company, catering to the needs of modern enterprises.

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. 

David Steinberg, Co-founder and CEO of Zeta Global, discusses transforming marketing with AI-driven strategies. He shares insights on building a proprietary data cloud with over 550 million profiles and how Zeta’s innovative AI agents enhance customer ROI. The conversation dives into Zeta's evolution from email to a multi-channel approach, the impact of AI on marketing efficiency, and the competitive landscape. Steinberg also evaluates future revenue goals, addressing market challenges and the importance of leveraging consumer data effectively.

George Arison, CEO of Grindr since its IPO in 2022, shares insights on the dating landscape for Gen Z, revealing that half of their users seek long-term commitments. He discusses how Grindr is uniquely catering to younger, affluent audiences by enhancing dating features and leveraging AI. Arison highlights strategic ad investments while balancing free and paid subscriptions. He also addresses concerns about authenticity in AI interactions and emphasizes Grindr’s focus on privacy and user safety in sensitive regions.