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Tech Disruptors

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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
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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
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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.
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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.
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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.
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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.
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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.
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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.
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May 14, 2024 • 34min

Onapsis Focuses on ERP Applications’ Security

When organizations begin planning to migrate business applications to the cloud, security starts to take the drivers seat, Onapsis Chief Technology Officer Juan Pablo Perez-Etchegoyen says. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Perez-Etchegoyen joins Mandeep Singh, BI technology analyst, to discuss the deployment of security for enterprise resource-planning applications such as SAP. The conversation includes platformization, integration of Onapsis with other cyber providers and into the customers’ IT environment, and how the company stacks up against point products, including Qualys and Tenable, that specialize in vulnerability management and patching.
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May 9, 2024 • 49min

Softbank’s Cassidy on AI Investments in Healthcare

Softbank Vision Fund’s Director of Life Science and HealthTech John Cassidy discusses his approach to investing in health-care technology in this episode of the Tech Disruptors podcast. Co-hosts Sam Fazeli, Bloomberg Intelligence’s senior pharmaceutical analyst, and Mandeep Singh, BI’s senior tech analyst, also talk with Jason Burch, head of platform technologies at Ventus Therapeutics, one of the Vision Fund’s portfolio companies. Burch shares his perspective on how to leverage technology for research and his prognosis for drug discovery in the age of generative AI.

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