Tech Disruptors

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.