

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

Feb 23, 2024 • 35min
Canva Positioning AI Across the Creative Stack
Canva's co-founder discusses AI integration, privacy concerns, and value creation for 170 million customers. Topics include Canva's evolution to enterprise deals, empowering creativity with AI, monetization strategy, international expansion, and the evolution of generative AI in the market.

Feb 15, 2024 • 37min
Moderna and Drug Discovery With AI
Vaccine-maker Moderna is also a data company, and that’s enabling it to use AI to drastically reduce drug-development times, Chief Information Officer Brad Miller tells Bloomberg Intelligence’s Sam Fazeli and Mandeep Singh. This episode of the Tech Disruptors podcast looks at a wide range of related topics, from the use of mRNA technology, to applying data for speeding up R&D for rare diseases. The discussion also touches on the deployment of generative AI across different parts of the Moderna platform tech stack.

Feb 6, 2024 • 38min
Cato Networks and SASE Cybersecurity Platform
Cato Networks is looking to challenge network security incumbents including Palo Alto Networks and Fortinet by deploying its Secure Access Service Edge (SASE) platform offering to enterprise customers. In this episode of the Tech Disruptors podcast, CEO Shlomo Kramer sits down with Bloomberg Intelligence senior analyst Mandeep Singh to talk about the convergence of point products such as secure web gateway, SD-WAN and endpoint detection with a SASE approach.

Feb 1, 2024 • 34min
Vast Data Expands to Become AI-Data Platform
Vast Data is quickly reshaping the AI-infrastructure providers landscape by breaking down the silos of structured and unstructured data to reach smarter generative-AI results. In this Tech Disruptors podcast, Vast CEO Renen Hallak speaks with Woo Jin Ho, Bloomberg Intelligence hardware and networking analyst, about how its differentiated storage approach has allowed it to move up the AI stack to the data layer and possibly to compute, resulting in several high profile customer wins and a multibillion valuation.

Jan 30, 2024 • 47min
SingleStore CEO on High-Speed Database Currents
Enterprise data architecture is highly complex, databases deeply fragmented and demand for high-speed information flows continues to grow. In this edition of the Tech Disruptors podcast, SingleStore CEO Raj Verma joins Sunil Rajgopal, Bloomberg Intelligence senior software analyst, to discuss the convergence of transactional and analytical databases, enterprises’ need for real-time data and analytics and the changing competitive landscape. The two also talk about potential impacts of AI on productivity, the job market and the company’s long-term ambitions.

Jan 25, 2024 • 40min
Fivetran COO Unravels Enterprise Data Movement
Automating the collection of dispersed, divergent and disjointed pools of enterprise data on to a single repository to drive analytics and build applications remains complex. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, Fivetran cofounder and COO Taylor Brown joins Sunil Rajgopal, BI’s senior software analyst, to discuss the evolution of data integration and management platforms in light of the explosion in enterprise data and shift to the Cloud. They also talk about product differentiation against rival platforms such as Informatica, potential disruption from Zero ETL initiatives and AI and overall market prospects.

Jan 23, 2024 • 54min
Bolt CEO on Shifts in Online Payments, Checkout
Technological advances and changing consumer behavior have driven a shift in online commerce, from one-click purchases on e-commerce sites to buying from within various forms of content and digital experiences such as social commerce, in-app transactions, QR codes and more. In this episode of the Tech Disruptors podcast, Bolt CEO Maju Kuruvilla talks about evolution in e-commerce payments with Diksha Gera, senior fintech and payments analyst at Bloomberg Intelligence. This conversation was recorded on Dec. 12.

Jan 18, 2024 • 52min
EBay’s Mekel-Bobrov on AI Shift, Opportunity
eBay Chief AI Officer Nitzan Mekel-Bobrov and Bloomberg Intelligence senior analyst Poonam Goyal discuss the importance of AI in driving e-commerce growth, eBay's AI investment strategy, deciding whether to build or buy technology solutions, future opportunities in e-commerce, and embracing the AI disruption.

Jan 16, 2024 • 38min
Deere’s Hindman on AI, Farm-Machinery Updates
Deere & Co. showcased several agriculture-equipment features at this year’s CES that gave a glimpse of changes that are in the works for modern machinery. In this Tech Disruptors podcast episode, Chief Technology Officer Jahmy Hindman sits down with Bloomberg Intelligence analysts Mandeep Singh and Christopher Ciolino discuss the company’s strategy around AI, robotics and satellite technology, as well as the challenges they will have to overcome to drive widespread adoption.

Jan 11, 2024 • 47min
Elastic CEO on Crystallizing Data Intelligence
Drawing intelligent insights from vast swaths of unstructured enterprise data and ongoing monitoring of digital assets remains crucial for businesses of all sizes. In this episode of the Tech Disruptors podcast, Elastic CEO Ashutosh Kulkarni talks about AI-led growth opportunities with Sunil Rajgopal, Bloomberg Intelligence senior software analyst. The two also discuss the shifting technology landscape, demand environment and Elastic’s long-term product road map.This conversation was recorded on Dec. 15.