Tech Disruptors

Rosanne Kincaid-Smith, COO of Northern Data, a leading AI solutions provider, discusses the company’s innovative GPU infrastructure. She highlights the crucial role of GPU data centers in advancing AI, comparing bespoke solutions to those of hyperscale providers. Rosanne delves into future AI scenarios and the importance of regulation and partnerships. She also addresses infrastructure challenges, the shift toward sustainable practices, and the need for secure data ownership in an evolving tech landscape.

Ric Smith, Chief Product and Technology Officer at SentinelOne, dives into the integration of large language models in endpoint security. He highlights how automation enhances triage and remediation processes. The discussion also explores the competitive landscape, comparing SentinelOne's unique offerings against CrowdStrike, Palo Alto Networks, and Microsoft. Smith emphasizes the role of generative AI in malware detection and the evolution toward agentless security solutions. Additionally, he addresses the changing talent needs in cybersecurity due to AI advancements.

Arvind Jain, Co-founder and CEO of Glean, dives into the transformative impact of AI on enterprise knowledge management. He highlights how AI can reshape workplace productivity by enabling tailored assistance and efficient information retrieval. Jain shares insights from his journey in tech, discussing Glean's evolution and its competitive landscape. He also delves into the democratization of AI development and the surge in enterprise demand for AI solutions, hinting at an exciting future for software development and innovation.

In this engaging discussion, Alex Hood, Chief Product Officer at Asana, shares his expertise on transforming productivity through AI-driven workflows. He highlights the challenges teams face with traditional methods like email and spreadsheets, introducing Asana’s innovative solutions as crucial collaboration layers. The conversation dives into the competitive landscape of work management, touching on rivals like Atlassian and GitLab, and discusses evolving pricing models influenced by AI. Hood also emphasizes the increasing role of AI in enhancing organizational efficiency and collaboration.

In conversation with Mandeep Singh, Andi Gutmans, VP and GM of Databases at Google, discusses the seamless integration of AI into existing enterprise databases. He emphasizes the critical role of operational databases for leveraging large language models. The talk dives into the evolution of BigQuery, the need for scalable cloud solutions, and the innovations behind Google's Gemini model. They also address the competitive GPU market and debunk myths about Google Cloud's enterprise readiness, showcasing its advancements in security and infrastructure.

“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 just what Microsoft is looking for when it makes its investments, as well as what Microsoft itself is doing in many of these topics.Find this and other Bloomberg Intelligence podcasts at BI PODCASTS <GO>.

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 discusses the risk of data leakage with enterprise data and his expectations around consolidation for the security space in 2025. The US Treasury cyberattack took place in late December, a week after we recorded this episode.

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.

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 industry application and how it differs from an out-of-the-box foundational model. This episode also goes over several real-world examples of customers already implementing gen-AI solutions and the steps they took to get there.

“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 issues in a highly unified and integrated manner. Coates compares the needs of an entrepreneur with those of an enterprise, talking through several product areas, including point-of-sale, logistics, capital lending and generative AI.