

Tech Disruptors
Bloomberg
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.
Episodes
Mentioned books

Jun 18, 2024 • 42min
Adobe’s Chakravarthy Takes a Deep Dive into GenStudio, AI Assistant
“We see a lot more focus on digital-first, whether you’re thinking of branding, social, advertising and so on. Everyone is thinking of digital first,” Adobe’s president of Digital Experience Anil Chakravarthy explains to Bloomberg Intelligence senior technology analyst Anurag Rana. On his second appearance on the Tech Disruptors podcast, Chakravarthy homes in on new products GenStudio and Acrobat AI Assistant. Together, he and Rana explore how these tools leverage AI, fit into the company’s broader portfolio and can lighten the workload at Adobe’s customers and partners.

Jun 13, 2024 • 33min
1Password’s Shiner on B2B Cybersecurity Market
1Password has evolved from a consumer service to a B2B provider as passwords remain one of the points of vulnerability for cyberattacks. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, 1Password’s CEO Jeff Shiner and BI’s Mandeep Singh talk about the integration of 1Password with other cybersecurity vendors including Okta and other single-sign on and multifactor authentication (MFA) players focused on identity and device security.

Jun 11, 2024 • 39min
Seagate Helps Tame the Cloud’s Exabyte Demand
Seagate’s relentless hard-disk-drive technology innovation has expanded mass-capacity storage solutions over the past several years. Jason Feist, senior vice president of products and markets, sits down with Woo Jin Ho, Bloomberg Intelligence hardware and networking analyst, in this edition of the Tech Disruptor podcast. They discuss the company’s breakthrough heat-assisted magnetic recording (HAMR) based Mozaic 3+ platform, its role in serving cloud and enterprise data centers’ burgeoning storage needs and the relationship between hard drives and solid-state drives in AI infrastructure

Jun 6, 2024 • 34min
Anthropic’s Kaplan on Making LLMs More Reliable
Anthropic cofounder Jared Kaplan talks about the nuances of training LLMs and deploying them for enterprise use cases with Mandeep Singh, technology analyst at Bloomberg Intelligence. The use of GPU clusters for training and inferencing, pitfalls related to hallucinations and LLM biases are among the topics discussed in this episode of BI’s Tech Disruptors podcast

Jun 4, 2024 • 41min
Monday.com on Becoming a Multi-Product Work-Management Platform
Planning, management and collaboration over enterprise workflows has become more complex with a growing stack of enterprise-software tools, distributed work and agile development frameworks, driving demand for robust, single-pane workflow management solutions. In this episode of the Tech Disruptors Podcast, monday.com’s Chief Financial Officer Eliran Glazer and Chief Product and Technology Officer Daniel Lereya join Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the workflow management solutions landscape, pricing and AI-driven challenges and opportunities. They also talk about competition for the company’s multi-vertical solutions and their approach to growth.

May 30, 2024 • 43min
GSK’s Use of AI in Vaccine Tech, Drug Discovery
GSK’s Chief Digital and Technology Officer Shobie Ramakrishnan discusses how the company is leveraging AI and data models for vaccine development and drug discovery in this episode of Bloomberg Intelligence’s Tech Disruptors podcast. BI’s Health-Care Analyst Sam Fazeli and Technology Analyst Mandeep Singh are hosts.

May 28, 2024 • 52min
AWS’ Bukovec on Hot Data, Tiering and Gen-AI
Amazon Vice President Data Storage Services and Cloud Migration, Mai-Lan Tomsen Bukovec, discusses the evolution of AWS storage, intelligent tiering impact on cloud-storage, preparing for generative AI, and ensuring customers adopt the right LLMs for datasets. They emphasize the shift to prioritizing data quality over volume and how companies leverage custom datasets for successful generative AI applications.

May 23, 2024 • 35min
Amplitude CEO on Digital-Analytics Landscape
Gleaning intelligence from diverse and disaggregated customer touch points — particularly digital — is crucial for businesses. In this episode of the Tech Disruptors podcast, Spenser Skates, CEO and co-founder at Amplitude, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the digital-analytics landscape, customer-adoption path and the impact of new AI tools. The two also talk about potential changes in the industry, the competition backdrop and the company’s growth strategy.

May 21, 2024 • 41min
Penguin Solutions Cools Growing AI Infrastructure Complexity
The rise of artificial-intelligence workloads has pulled forward years of compute, storage and networking-infrastructure technologies, exponentially increasing the complexity in building systems for large enterprises and hyper-scale cloud customers. In this episode of the Bloomberg Intelligence Tech Disruptors podcase, Penguin Solutions (a division of SGH) Chief Technology Officer Phil Pokorny and VP of Global Marketing Mark Seamans sit down with Woo Jin Ho, BI hardware and networking analyst, to discuss the next generation infrastructure requirements, the evolving hardware and systems needs as AI grows and how Penguin has become a partner in building out AI factories.

May 16, 2024 • 45min
Salesforce’s Tableau CEO on Unlocking Data, Democratizing Insights
“Our job is to unlock data for people, and being able to generate insights from it, whether it’s structured or unstructured, is a big opportunity for customers,” says Tableau CEO Ryan Aytay. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast Aytay and Anurag Rana, BI’s senior technology analyst, discuss trends in data visualization, how Tableau has cemented itself as a leading provider and how generative AI promises to shift the landscape. Aytay also speaks about how Salesforce propelled Tableau’s growth since acquiring it in 2019, and the business-intelligence provider’s work on other initiatives like Einstein and Data Cloud.