Explorez tous les épisodes du podcast Tech Disruptors

How long could the strong growth in the physical infrastructure for data centers last? And what about the impact of AI and other emerging technologies? Could that extend the demand cycle for Schneider and industrials peers? In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Peter Herweck, CEO of Schneider Electric, sits down with Omid Vaziri, Bloomberg Intelligence senior industrials analyst, to examine the market opportunities and challenges of Generative AI and data-center rollout, growth expectations and physical limitations. Additionally, they discussed how to futureproof data centers and the energy infrastructure by assuring power availability, its resilience and sustainability.

A race to deliver the fastest AI system is emerging, resulting in a crop of new companies with innovative approaches to AI processing. Cerebras returns to the Tech Disruptors podcast studios to discuss the broadening AI market opportunity for its wafer scale engine (WSE) chip. CEO Andrew Feldman sits down with Bloomberg Intelligence Senior Hardware analyst Woo Jin Ho to discuss the future evolution of AI compute and how Cerebras aims to leverage the WSE-3 processor to better unlock the AI inference market by delivering AI responses 20x faster at one-fifth price of hyperscale cloud.

Companies’ decision-making is increasingly driven by data, with the quality of that data critical, especially in AI-driven applications. In this episode of the Tech Disruptors podcast, Barr Moses, founder and CEO of Monte Carlo, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the intricacies of data-dependent intelligence and how data-observability solutions can be deployed to proactively monitor, identify and resolve data incidents. The two also talk about importance of data quality and testing tools, Monte Carlo’s platform, its business model, competitive landscape and the importance of trusted data for generative AI use cases.

Artificial intelligence is only as good as the data it’s trained on, and creators are looking for their content to be commercially viable, stressing the importance that Adobe’s new AI generator Firefly is trained using images from Stock, Dana Rao, the company’s General Council and Chief Trust Officer explains to Bloomberg Intelligence’s Senior Technology Analyst Anurag Rana. In this Tech Disruptors podcast episode, Rao also discusses the challenges and ethics behind image generation, content rights and what gives Adobe an edge in the next arena of generative AI.

Spotify is leveraging open source to enhance software supply chains and improve data analytics, head of technology and platforms Tyson Singer explains to Bloomberg Intelligence analysts Geetha Ranganathan and Niraj Patel on this episode of the Tech Disruptors podcast. Tyson talks in depth about the user’s experience, developer community engagement and product enhancements from Backstage, Pedalboard, Klio and other projects in Spotify’s expanding open source library.

There’s been a moderation in the trend of moving all workloads to the cloud and shifting all applications into a certain direction in the last several years, and more of an appreciation by IT leaders that they should be focusing first and foremost on agility and flexibility because they have to support multiple environments, types of applications and demands from the business, which plays into Pure Storage’s strength, chief technology officer Rob Lee tells Bloomberg Intelligence analysts Mandeep Singh and Woo Jin Ho on this episode of the Tech Disruptors podcast. Lee discusses in depth the company’s positioning at enterprise customers and the role of flash technology amid the secular trends of cloud and generative AI.

GoodRx is a marketplace, sort of like the Switzerland of health care, working with all constituents on behalf of the customer, co-founder and co-CEO Doug Hirsch explains to Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, Hirsch sits down with BI analyst Jonathan Palmer to talk about GoodRx’s evolving business model, the power of its brand and why he’s not worried about structural changes to the market for prescription drugs.

Today’s technology leaders can still keep the innovation engine running while navigating macroeconomic uncertainty, John Chambers explains to Bloomberg Intelligence hardware analyst Woo Jin Ho in this episode of the Tech Disruptors podcast. Chambers, the former CEO of Cisco, continues to be on the forefront of technological change as the head of JC2 Ventures, which helps global startups to grow and develop digital solutions. Chambers also discusses his work in India, laying the foundation for a potential shift in the geo-technology landscape.

There’s a growing “need for speed” in the cloud and telecom, and Ciena is satisfying its customers’ appetites with optical innovations, led by the WaveLogic chip, Chief Technology Officer Stephen Alexander explains to Bloomberg Intelligence analyst and host Woo Jin Ho on this Tech Disruptors podcast episode. Alexander discusses how the rapidly evolving optical market requires higher capacity to support AI and machine learning, as well as next-generation metro-edge cloud deployment. Ciena’s latest product, WaveLogic 6, will likely help it to stay ahead of the curve vs. competitors.

There’s a much broader wave of digital transformation happening in fundamental industries that make up about 40% of the world’s GDP, and are the infrastructure of the planet, Samsara CEO and co-founder Sanjit Biswas explains to Bloomberg Intelligence. In this Tech Disruptors podcast episode, Biswas sits down with BI engineering software analyst Eileen Segall to discuss how Samsara — which IPOed in December 2021 — through its Internet of Things devices and cloud-based software is helping to increase the safety, efficiency and sustainability of industries with substantial physical operations like transportation, retail, construction and utilities.

Cockroach Labs is disrupting the legacy model of databases by embracing distributing computing in the cloud, providing scale to modern applications, co-founder and CEO Spencer Kimball explains to Bloomberg Intelligence. In this Tech Disruptors podcast episode, Kimball sits down with BI analyst Anurag Rana for an in-depth conversation about the driving forces behind migration to the cloud and operational database workloads, as well as how CockroachDB’s technology differentiates it from other Database-as-a-Service companies and hyperscale providers.

Roblox has a large addressable market as it’s moving outside of gaming and increasingly doing more work in the entertainment category — music, video, sports, fashion, retail and commerce — with a new modality of the internet for social experiences, the company’s chief business officer Craig Donato explains to Bloomberg Intelligence. In this Tech Disruptors podcast episode, Donato sits down with BI analyst Mandeep Singh to talk about the evolution of the Metaverse and how 3D content may go beyond gaming and drive the next phase of growth at Roblox.

Digital advertising technology will increasingly harness artificial intelligence to improve audience targeting and campaign optimization, PubMatic CEO Rajeev Goel explains to Bloomberg Intelligence. In this Tech Disruptors podcast episode, Goel sits down with BI media analyst Geetha Ranganthan for an in-depth interview to discuss the digital ad landscape amid elevated concerns about privacy and identity, as tensions between the open internet and walled gardens like Alphabet’s Google and Meta Platforms are intensifying.

Helping the consumer tackle the financial marketplace for credit cards, auto loans, mortgages, insurance and other financial products is the value that Credit Karma brings to its over 130 million customers, says Ryan Graciano, co-founder and chief product officer of Credit Karma. In this episode of the Tech Disruptors podcast, Graciano sits down with Bloomberg Intelligence analyst Niraj Patel to explain the company’s technology, product vision and the competitive landscape. Tune in to learn his view on Gen-AI platforms and what’s ahead from Intuit’s Credit Karma.

Fifty percent of small businesses fail at the five-year mark for two main reasons -- struggling to find new customers and growing relationships with existing ones and cash flow problems, Intuit’s CEO of Mailchimp and business leader for QuickBooks Money Rania Succar tells Bloomberg Intelligence.  In this Tech Disruptors podcast episode, BI analyst Niraj Patel sits down with Succar to discuss the challenges that small businesses face today and how Intuit’s marketing and fintech solutions help customers address growth prospects, cash-flow management and the frictions for business-to-business payments, as well as clients’ embrace of integrated technology platforms. Rania also highlights what’s next for Intuit and how it’s using AI across its products.

As the first federally chartered cryptocurrency bank, Anchorage Digital is providing authentication and hardware modules for storing and securing digital assets for banks, venture capital firms, fintechs and governments. In this Tech Disruptors podcast episode, Bloomberg Intelligence senior analyst Mandeep Singh takes a deep-dive look into the current state of the crypto market with Anchor Digital’s cofounder Diogo Monica, who also discusses the effect FTX’s saga has had on the pace of new use-case deployment of blockchain technologies.

“We have three key goals... We see a vision of the metaverse of being something that’s open, interoperable and also secure,” Shen Ye, HTC’s Global Head of Product tells Bloomberg Intelligence.  In this Tech Disruptors podcast episode, Bloomberg Intelligence senior analyst Mandeep Singh sits down with Ye at the Mobile World Congress in Barcelona to talk about the metaverse and his expectations for mainstream adoption of virtual reality. He also discusses how new content and content creation, as well as 5G to deliver the infrastructure for immersive experiences will play pivotal roles.

Bloomberg Intelligence Technology Analysts Anurag Rana and Tamlin Bason host HCLTech's Global CTO and Chief Product Officer for HCLSoftware, Kalyan Kumar (“KK”) to discuss the current landscape of offshore services, the enterprise multi-cloud transformation, and the automation evolution within the industry. Listen in to this information packed episode as we delve into HCLTech's relationship with hyperscalers, examine the interoperability of the metaverse, and dive into HCLSoftware's differentiation among peers.

Zocdoc Founder & CEO Oliver Kharraz joins Bloomberg Intelligence healthcare analyst Jonathan Palmer to discuss how Zocdoc's evolving business model is creating sustainable value across the healthcare system. We also dive into some of the latest trends at the intersection of technology and healthcare.

Bloomberg Intelligence Senior REIT Analyst Jeff Langbaum hosts Equinix President and Chief Executive Officer Charles Meyers to discuss trends in the data center market that underpin Equinix's market-leading operating performance. As the world shifts more and more towards digital, Equinix sits in the middle, providing a valuable service to customers needing connectivity. During the conversation we discuss the importance of the cloud, a focus on ecosystems, a shift toward sustainability, global expansion, and the heating of Olympic swimming pools in Paris.

Noah Glass, Founder and CEO at Olo, joins Michael Halen, Senior Restaurant and Foodservice Analyst at Bloomberg Intelligence, to discuss the company’s culture, product suite and growth strategy. Olo’s online ordering and delivery solutions have been invaluable to its restaurant clients and the company continues to innovate to achieve its goal of digitizing every transaction, including in-restaurant and drive-thru occasions. This is a massive opportunity; only 6% of US restaurant transactions are digital. Glass believes the company can grow sales 100-fold; its 84,000 restaurant locations can expand 4x and average revenue per unit could jump 25x as payment, data analytics, guest sentiment and marketing solutions gain further traction with existing clients.

Bloomberg Intelligence senior technology analyst, Woo Jin Ho, hosts Motorola Solutions CTO Mahesh Saptharishi in a lively discussion in its efforts to digitally transform and seamlessly integrate the public safety device and application ecosystems to gain greater share of a $50 billion addressable market. Motorola Solutions is in the nascent stages of disruptions, which is analogous to the developments of the Apple iPhone, Salesforce.com’s CRM, Oracle ERP and Google Cloud in the early days.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Thoma Bravo managing partner Holden Spaht to discuss the trends in the enterprise software market that have led to Thoma Bravo's prolific recent acquisition history. There we canvas all the different aspects from product leadership to valuation to culture that make a company a good fit for the private equity firm, in addition to hearing their insight on the future of the software space.

Bloomberg Intelligence Analyst Niraj Patel hosted ZipRecruiter President David Travers to discuss the employment market from the eyes of the job seeker as well as the employer. We explore US workforce trends post the pandemic, such as the Great Resignation, remote Work, wage inflation, and the employment backdrop into 2023. David highlights the company's AI-enabled recruitment solution, Phil, and other key technology attributes of the ZipRecruiter platform.

“Underlying large language models have advanced significantly in the past six months, so that’s allowed us is to start looking at software development in a much more ‘agentic’ approach, where the agent essentially becomes a collaborator with the software developer,” says Deepak Singh, vice president of next-gen developer experience at Amazon Web Services. On this episode of Tech Disruptors, Singh joins Bloomberg Intelligence senior technology analyst Anurag Rana to take a deep dive into the realm of generative-AI chatbots and coding assistants, which the company offers through its Amazon Q service. The two discuss how these gen-AI agents are boosting developer productivity and enticing cloud migration, and how AWS is monetizing this service, both on a seat and a consumption basis.

Bloomberg Intelligence is hosting Atlassian Chief Revenue Officer, Cam Deatsch to talk about the opportunity in DevOps and the next phase of growth in the company's $10 billion revenue goal.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Hg Senior Partner & Executive Chairman Nic Humphries to go over their view on notable disruptions in the overall software space and what exact aspects of companies they look for when making an investment. As head of the Saturn fund specializing in larger-capitalization companies, Nic stresses the importance of taking a longer term view on fundamentals and valuations especially in turbulent times. Additionally, we discuss the nuances of strategies revolving around smaller software companies when it comes to owning their niche and taking advantage of the differences in regulations between nations.

Bloomberg Intelligence Technology Analyst Woo Jin Ho hosts Open Compute Project (OCP) CEO George Tchaparian to discuss the current and future innovations introduced by the consortium. Since its inception in 2009, the consortium has grown to over 300 members and boasts $18 billion in OCP-recognized vendor revenues. We discuss OCPs latest projects, such as disaggregating motherboards and chips, bringing cloud technologies to telecom and enterprise users, and tackling climate change.

Bloomberg Intelligence Chemicals Analyst Sean Gilmartin hosts Sila Nanotechnologies co-founder & CEO Gene Berdichevsky to discuss the rapid innovation and tremendous scale needed for next-gen lithium-ion batteries to sustain an electrified future and transition away from fossil-fuels. Sila's advanced silicon-based anode, which can replace the ubiquitous graphite-based anode, can help deliver 20% higher energy density over today's state-of-the-art batteries and may be a critical component of future batteries in the consumer electronics and automotive (EV) market. We dive into specifics around this chemistry, why a silicon-based anode can be so revolutionary to battery advancement, and how Sila plans to scale its technology to support its customers.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting DigitalOcean CEO, Yancel Spruill, to talk about growth in cloud spending and how the company plans to compete with hyperscalers in a tough macro environment.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Lacework CEO Jay Parikh, to talk about the cybersecurity landscape and how the company is differentiating itself using AI and machine learning in a crowded market.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Fivetran co-founder & CEO George Fraser to discuss data integration and how this space deserves more attention in comparison to neighbor data warehouses and BI tools and why the integration layer is typically overlooked by enterprises. Despite the velocity and veracity of data, integration tools remain largely "DIY" by corporations, where efficiencies are often missed without unifying platforms like Fivetran.

Bloomberg Intelligence Analysts Niraj Patel and Matthew Schettenhelm host ZoomInfo Chief Compliance Officer Simon McDougall to discuss how his company is charting a course for companies to navigate data privacy regulations. We dive into GDPR's impact across Europe and its possible migration to the US, emerging US data regulations from California and other states on business contact information use, and ZoomInfo's advanced notification and technology process.

Bloomberg Intelligence Senior Analyst Eileen Segall talks with CEO and Founder Tooey Courtemanche about Procore’s software that is helping the construction industry go digital. We also discuss how sales could be impacted by construction spending trends given higher interest rates and recession fears in the US.

Bloomberg Intelligence Technology Analysts Anurag Rana and Tamlin Bason host Endava CEO, John Cotterell to discuss how Endava has been redefining the digital transformation space by combining product & technology strategies, intelligent experiences, and world class engineering to provide unique solutions to clients. We cover the current pace of the digitization landscape, Endava's industry oriented client approach, their scaling growth model, and what opportunities lie ahead for the company. Listen in to discover how Endava uses technology and industry trends in an attempt to grow their global brand.

“Microsoft is making a bet that we’re not going to need a single AI, we’re going to need many different AIs” Sebastien Bubeck, Microsoft’s vice president of generative-AI research, tells Bloomberg senior technology analyst Anurag Rana. In this Tech Disruptors episode, the two examine the differences between a large language model like ChatGPT-4o and a small language model such as Microsoft’s Phi-3 family. Bubeck and Rana account for various use cases of the models across various industries and workflows. The two also compare the costs and differences in compute/GPU requirements between SLMs and LLMs.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Unqork founder and CEO Gary Hoberman to really pour over the way technology is created today and how code could be standing in the way of much more progress. Pioneering 'Codeless-as-a-Service', we look into the struggles many businesses face when looking for the right software tools to get the job done and how removing the barrier of code has lead to a much more streamlined, error-free implementation.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Seismic CEO Doug Winter to discuss how his company is forging a new sales enablement sub-industry amid broader CRM and ERP software markets. We take a look at the challenges and opportunities that come along with this category creation, the vast amount of data presented to a sales force today and why optimizing their onboarding process is quintessential to the firm's overall success.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Adobe President of Digital Experience Anil Chakravarthy to really dive into the crux of the Digital Experience business and what are the driving forces behind it. We discuss each sub-market Digital Experience touches in detail and how Adobe looks to capture the best of both worlds when it comes to best-of-breed point products and integration on a common platform.

Bloomberg Intelligence Technology Analyst Niraj Patel hosts Velo3D Founder and CEO Benny Buller to discuss the latest developments in material science and 3D printing processes for high-strength alloys disrupting the aerospace, automotive, and semiconductor industries. We dive into the company's partnerships with Elon Musk, SpaceX, President Biden's Additive Manufacturing initiative, and other leading edge projects.

Bloomberg Intelligence Technology Analyst Niraj Patel hosts Britannica Group CEO, Jorge Cauz, to discuss the impact of a multi-century-old iconic brand on traditional K-12 education. We dive into the evolution of the teacher-student interaction, the future of education and technology in classrooms worldwide, and the current challenges inherent in public school education.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Gusto Co-founder and CTO, Eddie Kim to discuss the HCM space, and while this sector might seem quite crowded, what gives Gusto the edge needed to capture the small and mid-sized business market. We cover how Gusto's simplicity and unique user interface provide value to businesses and how this differentiates them from their payroll software peers.

Bloomberg Intelligence Analyst John Butler hosts RingCentral's Founder and CEO, Vlad Shmunis to discuss how the company is standing apart from its peers by disrupting the legacy business PBX phone market with a cloud-based enterprise voice solution. We discuss the company's rich opportunity in this segment and how it's evolving its product line to tap growth in the broader Unified Communications-as-a-Service (UCaaS) market. Some of this discussion contains forward-looking statements, which are subject to risks and uncertainties. Actual results may differ materially from RingCentral forward-looking statements. Unless otherwise indicated, all measures discussed on this podcast are non-GAAP. Please refer to RingCentral filings with the Securities and Exchange Commission and RingCentral investor relations website for additional information and disclosures.

Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan hosts FuboTV Co-founder and CEO, David Gandler to discuss the outlook for an evolving pay-TV landscape. We cover topics including Fubo's advancements in ad-tech and how they stand apart from vMVPD peers, in addition to broader streaming economics, and how live sports content will continue to be a major draw for viewers.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Trend Micro's COO and President of North America, Kevin Simzer to talk about the latest trends in cybersecurity and how the company plans to fend-off CrowdStrike.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Rubrik CEO, Bipul Sinha, to talk about the cybersecurity landscape and how demand for data security is likely to grow with the proliferation of data and zero-trust.

The cloud’s need for a high-performing AI infrastructure to support growing large language models has opened a Pandora’s box of performance bottlenecks. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, Ayar Labs CEO Mark Wade and VP of Commercial Operations Terry Thorn sit down with BI hardware and networking analyst Woo Jin Ho to discuss the company’s co-packaged silicon photonics that aims to disrupt conventional AI architectures and leapfrog the current wave of input/output technologies in the rapidly evolving computing market.

In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, BI Analyst Woo Jin Ho hosts Arista COO Anshul Sadana to discuss the future of cloud and enterprise networks and how Arista’s leadership is more than feeds and speeds. They explore the networking building blocks needed for the metaverse/omniverse and where some of its recent acquisitions could take Arista next.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts UserTesting CEO, Andy MacMillan to discuss the vast, untapped market that is customer experience and human insights. The pandemic had systematically changed the way companies look for feedback and we chat about the incredible value that they unlock when incorporating video and audio feedback on their products, and how companies are able to forage for experiences not only among their own customers, but to over 600,000 qualified contributors on UserTesting's network. Facing a two-sided economy that needs both a healthy supply of contributors as well as a demand from customers for a deep insights, having a network as strong as UserTesting's has been paramount to their success over the past 15 years.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Icertis Co-founder and CEO, Samir Bodas to discuss how the cloud, blockchain, automated intelligence (AI), machine learning and other emerging technologies are transforming contract lifecycle management (CLM), and how Icertis is leveraging these tools to lead in this landscape. We cover how Icertis provides value across critical categories from procurement and supply chain, to risk and compliance, and just how much room is left for CLM to run.