Tech Disruptors

Chase Lochmiller, Co-founder and CEO of Crusoe, dives into the critical need for energy-efficient AI data centers. He discusses how Crusoe’s innovative, vertically integrated approach is shaping the future of AI infrastructure. Topics include the strategic importance of clean energy, challenges in GPU optimization, and modular design for faster construction. Chase also highlights the company's recent funding successes and the long-term financial landscape of AI investment, hinting at a transformative future driven by sustainable technologies.

“For every knowledge worker, every business professional, an important element of what they do is creativity,” Anil Chakravarthy, Adobe’s Digital Experience president, tells Bloomberg Intelligence senior technology analyst Anurag Rana. On his third appearance on the Tech Disruptors podcast, Chakravarthy goes in depth on how Adobe is integrating its enterprise marketing tools, along with its creative-application portfolio. Additionally, Chakravarthy discusses the importance of the content supply chain and what has led Adobe’s portfolio to amass over $1 billion in annual recurring revenue.

“Most customer service reps have five to 20 different tabs open in their browser of all these different systems — it’s the modern equivalent of the swivel chair,” said Salesforce AI’s Adam Evans, executive vice president and general manager. In this episode of the Tech Disruptors podcast, Evans joined Bloomberg Intelligence’s senior technology analyst Anurag Rana for a discussion encompassing several key initiatives Salesforce is developing with data and AI for products such as Agentforce and Data Cloud. Additionally, the two recap the company’s recent partnership with Google Cloud and what Gemini can do for the former’s AI tools.

The infusion of compute-heavy AI across enterprise applications and work flows, growing appetite for real-time business intelligence and more digitization calls for an expansion of compute, storage and networking resources. The growing dependency on digital services and tools likely necessitates ongoing monitoring of the IT value chain to prevent business disruption and reduce time to remediate. These shifts will likely drive demand for platforms like Grafana Labs. In this episode of the Tech Disruptors podcast, Raj Dutt, co-founder and CEO at Grafana, joins Sunil Rajgopal, Bloomberg Intelligence’s senior software analyst, to discuss the impact of DeepSeek, emerging data and large language model-focused observability solutions. They also talk about implications from agentic work flows, future growth paths and competition.

Google is an AI-first company, according to Mark Lohmeyer, vice president and general manager of compute and machine learning infrastructure at the company. It has deep expertise in all of the relevant domains customers might need - research, models and finally how they get built into applications and services. Lohmeyer sits down with Bloomberg Intelligence senior analyst Mandeep Singh on this episode of Tech Disruptors to discuss how Google Cloud infrastructure supports the company’s internal apps and external customers. They discuss various aspects of Google Cloud’s AI Hypercomputer and TPUs in supporting Gemini and other large language model training and inference workloads.

Twilio is a customer-engagement platform that combines cloud-based communications tools with contextual customer data, analytics and AI that are used by brands like Nike, Dominos and Toyota. The company is expanding beyond its historical focus on cloud-based communications platform-as-a-service software to allow its clients to more narrowly target their customer communications and increase the ROI on their marketing investment. In this episode of Tech Disruptors, Khozema Shipchandler, CEO of Twilio, speaks with Bloomberg Intelligence tech analyst John Butler about recent organizational changes intended to accelerate the company’s evolution, expand its addressable market and drive higher revenue growth as it broadens its offerings.

“The average enterprise has over 360 applications running in the cloud today,” Boomi Chairman and CEO Steve Lucas notes to Bloomberg Intelligence senior technology analyst Anurag Rana. “Then, on top of that, the average enterprise is dealing with anywhere from 1,000 to 10,000 difference sources of data.” In this episode of Tech Disruptors, the two take a deep dive into the complexities that frequently require integration platforms such as Boomi. Additionally, Lucas explains the differences between Boomi and its competitors, how agentic AI is creating opportunities for the market and what becomes of software-as-a-service (SaaS) at the end of the day.

Corporate efforts to harness unstructured data to drive business intelligence could keep growing. Enterprises deploying more AI-infused applications and pushing more of their workflows through the technology appear likely to boost demand for platforms like Elastic, which enable users to index, search and update large swaths of data, monitor the health of digital applications and infrastructure and analyze data for threat detection and resolution. In this episode of the Tech Disruptors podcast, Elastic CEO Ashutosh Kulkarni joins Sunil Rajgopal, BI’s senior software analyst, to discuss the evolving search, observability and security landscape amid rising AI capabilities, use cases and deployment. They also talk about Elastic’s product ambitions, competition landscape and M&A philosophy.

Irfan Khan, President and Chief Product Officer of SAP Data and Analytics, shares insights into data management and AI strategies. He discusses how effective data strategies enhance AI performance, particularly through zero copy sharing, which reduces duplication and boosts data accessibility. Khan also explores the collaboration between SAP and Databricks for optimizing data solutions in manufacturing. Additionally, he highlights the evolution from traditional business intelligence to agentic AI, emphasizing the importance of a solid data foundation for better decision-making.

Sowmyanarayan Sampath, the Executive Vice President and CEO of Verizon Consumer Group, dives into how AI is revolutionizing telecom operations. He discusses AI's significant role in enhancing customer care and optimizing network services. The conversation highlights the integration of large language models and their transformative potential, along with the importance of compliance and human oversight. Sampath also shares insights on the future of AI in the industry, emphasizing its value chain and ethical considerations in deploying AI technologies.