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.
Klaviyo’s Marketing Tech and AI Preps Retailers for Black Friday and Beyond
Creating a marketing automation tool that combines the data infrastructure and messaging layers established Klaviyo’s technology differentiation and paved its path for early success in email marketing automation. In this episode of the Tech Disruptors podcast, Klaviyo’s cofounder and CEO Andrew Bialecki sits down with Bloomberg Intelligence analyst Niraj Patel to explain how the company’s technology stack, leverage of Generative AI, and value-based customer approach disrupted the marketing automation field. Tune into to hear his view on software spending across retailers, the wide reach of AI, innovations in digital relationships, and more.
16/11/2023 • 45 minutes 57 seconds
Publicis Sapient CEO On Positioning for the Data & AI Marathon
“For many companies, they’re moving from experimentation to truly embedding AI in the ways of working, which requires building foundations which connect back to the broader transformation efforts they have,” Publicis Sapient CEO Nigel Vaz explains to Bloomberg Intelligence. Vaz joins BI senior TMT analyst Matthew Bloxham on this Tech Disruptors podcast episode for a detailed discussion surrounding the areas Publicis Sapient is most focused on in its work with customers, including positioning for artificial intelligence and how that fits into the broader digital transformation. The two also go in-depth on how Publicis Sapient fits within the broader parent company Publicis Groupe, which acquired the company in 2015.
14/11/2023 • 36 minutes 2 seconds
Confluent CEO on the Motion to Fast-Data World
Confluent’s platform provides infrastructure for enterprises to connect, stream and process data across applications and systems in real time. In this episode of the Tech Disruptors podcast, Confluent’s cofounder and CEO Jay Kreps joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss the origins of Apache Kafka and Confluent, the flow of enterprise data and future of software architecture. The two also talk about the opportunity arising from the shift toward real-time data streaming from batch processing, budding artificial intelligence workloads and the company’s new products such as Confluent Cloud for Apache Flink, Kora Engine and KSQL database.
09/11/2023 • 45 minutes 27 seconds
LiveRamp’s Bloomston on Advertising Technology
Advertising spending is being pressured by the economic environment and there’s been a deeper focus and requirement for advertisers and marketers to think about the return on investment, and ensuring they have the right tools at their fingertips to measure and evaluate the impact of their spending, Kimberly Bloomston, LiveRamp’s senior vice president of product explains to Bloomberg Intelligence. Bloomston joins BI analysts Mandeep Singh and Geetha Ranganathan on this Tech Disruptors podcast episode for an in-depth conversation about the state of ad tech and the programmatic industry, as well as how companies are positioning themselves after the deprecation of cookies, with their sights on identifiers and connected TV.
02/11/2023 • 31 minutes 17 seconds
Zendesk Tackles the CX Market, Rep Retention
The market for customer-experience (CX) software is expected to reach about $85 billion by 2025, with 80% of companies planning to increase customer service budgets over the coming years, according to Zendesk CEO Tom Eggemeier. In his discussion with Bloomberg Intelligence Senior Technology Analyst Anurag Rana, Eggemeier also points out the 100% turnover in customer service reps on average every year. In this episode of BI's Tech Disruptors podcast, the two discuss the typical journey as a company builds out its customer service, the importance of retaining of representatives and the rapid pace of innovation, especially with AI.
31/10/2023 • 46 minutes 44 seconds
BCG’s Lesser on Generative AI’s Long Runway
“We’re in a period of very high learning, so if you’re a business leader, you have to be prepared to try some stuff that works and some stuff that doesn’t work,” Boston Consulting Group’s global chair and former CEO Rich Lesser explains to Bloomberg Intelligence. Lesser joins BI senior technology analyst Anurag Rana on this Tech Disruptors podcast episode for an in-depth discussion about key aspects that companies are thinking about related to generative artificial intelligence — the benefits and risks — management’s responsibilities and navigating a challenging near-term economic and geopolitical environment.
26/10/2023 • 44 minutes 38 seconds
Runway's Ambitions With Generative Video Models
Runway is an applied research company that’s building artificial intelligence systems for creative content like text-to-video conversion. In this Tech Disruptors podcast episode, Runway’s cofounder and CTO Anastasis Germanidis joins Bloomberg Intelligence analyst Mandeep Singh for an in-depth discussion about generative video and how the company’s foundational models are different from other large-language ones. Germanidis also talks about training, fine tuning, inferencing and distribution and Runway’s plans to benefit from the proliferation of user- and AI-generated content.
Exploring Generative AI’s Disruptive Promise: 2024 Outlook live event link - https://go.bloomberg.com/attend/invite/exploring-generative-ais-disruptive-promise-2024-outlook/
24/10/2023 • 29 minutes 2 seconds
Scale AI and Fine-Tuning LLMs
As enterprises look to invest in generative AI, one of the main considerations is the quality of training data and how to use proprietary data for customized responses. Join Vijay Karunamurthy, field chief technology officer at Scale AI, as he sits down with Bloomberg Intelligence Senior Technology Analyst Mandeep Singh for an in-depth conversation on fine-tuning LLMs for domains and use cases.
19/10/2023 • 32 minutes 36 seconds
Splunk's Role in Security Operations Center
Tom Casey, senior vice president of products and technology at Splunk joins Bloomberg Intelligence Senior Analysts Mandeep Singh and Sunil Rajgopal to discuss the company's efforts to build an enterprise security operations center (SOC). The episode was recorded after the company announced its takeover by Cisco.
17/10/2023 • 45 minutes 2 seconds
ServiceNow Boosting Productivity and Automation
“It has been said for many years that data is the fuel for AI, but I would argue that data is the brain for AI because it’s the data that decides how effective the model is,” ServiceNow’s President and COO CJ Desai says. In this episode of the Tech Disruptors podcast, Desai joins Bloomberg Intelligence senior technology analyst Anurag Rana to discuss how ServiceNow is enhancing productivity for its customers by automating workflow for complex and mundane tasks. He also touches on the ways the company is improving processes across the industry and leveraging artificial intelligence and data to accelerate capabilities.
12/10/2023 • 43 minutes 24 seconds
DocuSign 2.0 Back to Basics with Direct Selling, Global Expansion
There’s still tremendous headroom in terms of the number of companies using workflows that leverage eSignature, and this is even more true outside of the US, DocuSign CEO Allan Thygesen explains to Bloomberg Intelligence. Thygesen joins BI senior technology analyst Anurag Rana on this episode of the Tech Disruptors podcast to discuss the company’s bridge of rapid growth during the pandemic to its newer, simpler sales motion with a heavy emphasis on execution and international expansion. He also talks about how artificial intelligence is making workflows more efficient for both the customer and the company, and how DocuSign might integrate the technology more in the future.
10/10/2023 • 42 minutes 49 seconds
Generative AI’s Intersection With the Metaverse
Artificial intelligence is being increasingly applied to the metaverse and gaming. Inworld AI cofounder and Chief Product Officer Kylan Gibbs joins Bloomberg Intelligence senior technology analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss the training and inference for applying generative AI large language models to different types of media and how new tools could lead to the proliferation of gaming and virtual content.
05/10/2023 • 35 minutes 51 seconds
CoreWeave Using GPU Cloud in Generative AI Race
CoreWeave is a cloud-compute provider that focuses on graphics processing units to deliver infrastructure to enterprises. In this Tech Disruptors podcast episode, the company’s cofounder and Chief Technology Officer Brian Venturo joins Bloomberg Intelligence analyst Mandeep Singh for an in-depth discussion of how CoreWeave uses GPUs to develop generative AI models and how it differentiates itself from colocation and hyperscale entities.
29/09/2023 • 36 minutes 26 seconds
AWS’ Leadership in Cloud Lays Critical Foundation For Generative AI
Generative AI can drive a step function of change in productivity and efficiency through automation, and most organizations should expect to see about a 100x improvement, Amazon Web Services’ Vice President Matt Wood tells Bloomberg Intelligence. Woods joins BI analyst Anurag Rana on this episode of the Tech Disruptors podcast to discuss AWS’ position in the space, as well as in cloud computing, which it pioneered nearly two decades ago.
27/09/2023 • 46 minutes 29 seconds
SentinelOne’s Smith on Cybersecurity Automation
Artificial intelligence is changing the landscape of cybersecurity and SentinelOne is at the intersection of the two, according to SentinelOne’s Chief Technology Officer Ric Smith. In this episode of the Tech Disruptors podcast, Smith joins Bloomberg Intelligence senior analyst Mandeep Singh for an in-depth discussion about cybersecurity, automation and the potential for generative AI in the field — including agent vs. agentless architecture, efficacy rates, differentiation among vendors and the addressable market for workload security.
18/09/2023 • 38 minutes 13 seconds
The Playbook to AI and Start-Ups with Kleiner Perkins
One area of research and startups right now is how to run better and better models without upgrading hardware, since consumers don’t have the same infrastructure, says Leigh Marie Braswell, partner at Kleiner Perkins, in her discussion with Anurag Rana, senior software analyst at Bloomberg Intelligence. Their insightful talk contrasts the experience and priorities of the startup landscape with the objectives of the largest public companies in generative AI and large language models. The pair’s combined visibility into the arena touches on all aspects of software, including unstructured data, code generation, automating technical debt and infrastructure.
14/09/2023 • 43 minutes 51 seconds
Trailblazing Enterprise AI and Cultivating Trust with Salesforce
Businesses need artificial intelligence more than ever, but it’s a long road to get from ChatGPT to answering all of the data security, ethical guardrails and organizational readiness required to operationalize AI, Salesforce’s CEO of AI Clara Shih explains to Bloomberg Intelligence analyst Anurag Rana. In this episode of the Tech Disruptors podcast, Shih joins Rana for an in-depth conversation about generative AI’s potential and what key areas enterprises need to focus on today to position them well for the future.
12/09/2023 • 37 minutes 35 seconds
Dynatrace CEO McConnell on AI and Observability
The Dynatrace platform uses its embedded AI engine, Davis, to harness observability, security, and business event data to provide organizations with real-time insights and intelligent automation spanning the entire spectrum of the digital-value chain of business applications and infrastructure. In this episode of the Tech Disruptors podcast, Dynatrace CEO Rick M. McConnell joins Bloomberg Intelligence senior technology analysts Anurag Rana and Sunil Rajgopal to discuss finer details of the Observability space, the impacts of generative AI, future technology evolution and cloud-optimization trends. They also talk about the changing competition landscape, productivity gains from deeper AI integration and the roadmap for future products, as well as governance and data-privacy issues.
23/08/2023 • 47 minutes 16 seconds
AI Effect on Data, Enterprises with Informatica
Informatica’s products, like the Intelligent Data Management Cloud (IDMC) and Cloud scale AI-powered Real-Time Engine (CLAIRE), harness artificial intelligence for effective data management and analysis, according to CEO Amit Walia, who returns to the Tech Disruptors podcast with Bloomberg Intelligence analyst Anurag Ranga to delve into the transformative power of AI, its implications for enterprises and the changing industry landscape. In this episode, Walia and Rana explore the challenges of fragmented data in businesses, the significance of good quality data for AI and the shift toward consumption models in the software industry and the effect on sellers and customers.
03/08/2023 • 44 minutes 40 seconds
Nutanix Hyperconverging IT to Bridge the Clouds
Multicloud is emerging as a leading IT priority for many companies, as CIOs struggle to navigate a fragmented environment, which includes multiple public and private clouds, colocation and traditional data centers. In this episode of the Tech Disruptors podcast, Nutanix CEO Rajiv Ramaswami sits down with Bloomberg Intelligence analyst Woo Jin Ho to discuss how the company’s hybrid multicloud platform is positioned to bridge the silos of IT infrastructure while managing a multiyear business-model transition toward sales and EPS growth.
20/07/2023 • 45 minutes 37 seconds
Intuit Diving Deep Into Artificial Intelligence
Intuit’s artificial intelligence journey has been several years in the making, but today it’s supercharging the technology’s use. In this episode of the Tech Disruptors podcast, Intuit’s Chief Data Officer Ashok Srivastava sits down with Bloomberg Intelligence analyst Niraj Patel to explain how the company’s Generative AI operating system, GenOS, leverages OpenAI’s large-language models. He also discusses technical points of Intuit’s data-platform architecture and enhanced features for TurboTax Live and QuickBooks Live, such as developer-staff impact and consumer-data privacy regulation.
13/07/2023 • 28 minutes 31 seconds
Broadcom Paving Path to Power Cloud AI Networks
Networking has traditionally been one of the bottlenecks within hyperscale cloud infrastructure and is under greater scrutiny in artificial intelligence workloads. Broadcom’s senior vice president of Core Switching Ram Velaga sits down with Bloomberg Intelligence ’s semiconductor analyst Kunjan Sobhani and hardware analyst Woo Jin Ho in this Tech Disruptors podcast episode to discuss Broadcom’s growing role in hyperscale cloud AI networks, led by its Jericho3-AI chip, and how Ethernet could emerge as the preferred protocol to transport AI traffic.
11/07/2023 • 38 minutes 43 seconds
Qualcomm’s Pivot Beyond Smartphones, Handsets
Qualcomm has transformed to connect and power devices beyond traditional handsets and smartphones, and is utilizing advances in technology to further drive this digital shift, including into the electrification of automobiles, CFO Akash Palkhiwala explains to Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, Palkhiwala joins BI analyst Kunjan Sobhani for an in-depth discussion about the wide array of trends and opportunities for Qualcomm in generative AI, artificial and virtual reality, the Metaverse and Internet of Things.
22/06/2023 • 34 minutes 52 seconds
EBay AI, Tech Drive Improvements, Efficiencies
Technology is at the heart of eBay and the disruption it has brought is one to embrace, Chief Technology Officer Mazen Rawashdeh explains. In this episode of the Tech Disruptors podcast, he sits down with Bloomberg Intelligence analyst Poonam Goyal to discuss how the use of private cloud vs. public has given eBay full control and flexibility and helped the company to reach the second-largest marketplace position in the US behind Amazon.com. Rawashdeh also highlights how artificial intelligence, notably generative AI, is being implemented to improve buyer and seller experiences, while also driving efficiencies across the company, but remarks that it won’t be easy for all industry players to embrace generative AI without making tradeoffs, given its higher costs.
13/06/2023 • 27 minutes 10 seconds
How Gong Optimizes the Front-Office with Artificial Intelligence
In a conversation with Bloomberg Intelligence senior technology analyst Anurag Rana, Gong co-founder and CEO Amit Bendov discusses the broader reaches of AI for enterprises and how Gong is leveraging this technology to make its customer-relationship management (CRM) product mission-critical for even the largest companies in the sector. The effectiveness of a CRM system is dependent upon its data input. Yet CRM systems generally contain only about 1% of total client interactions. Bendov says this is a key reason why Gong’s use of AI not only enhances CRM, but also reduces the clerical work for sales teams, which allows them to return to helping customers.
08/06/2023 • 41 minutes 37 seconds
Perfect Day's Pursuit of Kinder, Greener Dairy
Rising land costs, climate change concerns and the search for more sustainable food products have food producers looking beyond lab grown meet and into animal free dairy products. Perfect Day co-founder and CEO Ryan Pandya sat down recently with Bloomberg Intelligence Senior Food Analyst Jennifer Bartashus to discuss how his company uses precision fermentation to produce animal-free dairy proteins. The conversation includes the story behind the company’s founding, the technology Perfect Day uses to create protein and its unique business-to-business model.
06/06/2023 • 31 minutes 28 seconds
Brex Pushing Boundaries for Corporate Payments
Brex is a rising corporate payment company, aiming to overhaul the corporate credit card. In this Tech Disruptors podcast episode, founder and Co-CEO Henrique Dubugras sits down with Bloomberg Intelligence analyst Diksha Gera for an in-depth interview to discuss the competitive landscape within corporate cards, payments and travel spending. Dubugras highlights what sets Brex apart from rivals and how the startup plans to push the boundaries on credit cards and spending management.
01/06/2023 • 46 minutes 44 seconds
Breaking Down API, App Integration With Postman
Today’s market dictates that you should be API first, and the best of breed companies are building with this in mind, Postman Cofounder and CEO Abhinav Asthana explains to Bloomberg Intelligence Senior Technology Analyst Anurag Rana. Asthana joins Rana in this Tech Disruptors podcast episode for an in-depth interview to discuss the various places where API can be applied — hyperscale-cloud providers, building an app, AI, gaming, virtual reality and the metaverse.
30/05/2023 • 42 minutes 58 seconds
Canva Amping Up the Creative Software Market
Canva’s Visual Economy report of over 1,600 business leaders shows that 61% need workers with extensive design skills in the workplace, further propagating the company’s position at the forefront of end-to-end visual communication software, Cofounder and Chief Product Officer Cameron Adams explains to Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this Tech Disruptors podcast episode, Adams and Rana discuss the need to service the vast majority of employees without a formal design background and how to properly scale individuals and businesses up the value chain, as well as break into new markets.
25/05/2023 • 40 minutes 30 seconds
Recognize’s D’Souza on AI Driving Productivity
The common theme seen through all downturns and recessions has been that companies emerge on the other side much more technologically intensive, Recognize Cofounder and Managing Partner Frank D’Souza explains to Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this Tech Disruptors podcast episode, D’Souza joins Rana for an in-depth discussion about technology trends, including generative AI, cloud migration, how 5G or virtual reality apply to specific industry verticals, and overcoming the developer shortage.
23/05/2023 • 37 minutes 48 seconds
Cybersecurity Landscape with Palo Alto Networks
In this episode, BI senior analyst Mandeep Singh sits down with Palo Alto Networks' Chief Product Officer, Lee Klarich to go over the company's expansion beyond firewalls into other growth segments of cybersecurity. We discuss the role of generative AI in cybersecurity and how enterprises are thinking of deploying security in a multicloud environment.
18/05/2023 • 35 minutes 1 second
VegTech Invest Taps Into Plant-Based Innovation
Investors can tap into opportunities offered by the evolving food-supply chain. In this episode of the Tech Disruptors podcast, VegTech Invest’s founder and CEO Elysabeth Alfano joins Bloomberg Intelligence Senior Food Analyst Jennifer Bartashus to discuss the long-term potential of plant-based proteins, companies further upstream in the production process and growing concerns about feeding the global population in a sustainable way.
16/05/2023 • 28 minutes 23 seconds
Upside Foods Creating Sustainable Cultured Meat
Upside Foods’ cultivated meat products can help the pivot to a more sustainable food supply chain. In this Tech Disruptors podcast episode, co-founder and CEO Uma Valeti, MD, sits down with Bloomberg Intelligence analyst Jennifer Bartashus to discuss the inspiration behind Upside Foods, the technology used to create real meat without an environmental impact on the feeding and raising of animals, and how it’s assisting consumers to embrace change.
10/05/2023 • 36 minutes 23 seconds
Eat Just Driving Change With Animal-Less Meat
The food-supply chain is evolving and cultivated meat and plant-based eggs can help drive positive environmental change. In this Tech Disruptors podcast episode, Josh Tetrick, Eat Just cofounder and CEO, joins Bloomberg Intelligence analyst Jennifer Bartashus to discuss the technology the company uses to create meat without animals, the regulatory approval process in the US and the challenges facing this emerging industry. Persistently high egg prices have also generated opportunities for plant-based egg products.
02/05/2023 • 22 minutes 25 seconds
Behind the Ethics of Generative AI With Adobe
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.
27/04/2023 • 38 minutes 38 seconds
Spotify on Open Source Productivity, Innovation
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.
20/04/2023 • 39 minutes 16 seconds
Pure Storage on Flash, Cloud and AI Trends
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.
18/04/2023 • 33 minutes 24 seconds
GoodRx on Building Transparency for Consumers
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.
18/04/2023 • 40 minutes 5 seconds
Chambers on Tech Innovation in Uncertain Times
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.
11/04/2023 • 41 minutes 3 seconds
Ciena Bends the Light in Cloud’s Terabit Era
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.
03/04/2023 • 37 minutes
Samsara CEO on Digitalizing Physical Industries
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.
29/03/2023 • 31 minutes 32 seconds
Cockroach Labs Cracking Into Database Industry
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.
22/03/2023 • 42 minutes 5 seconds
Roblox’s Strategy for 3D Content, the Metaverse
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.
21/03/2023 • 30 minutes 50 seconds
Demystifying Digital AdTech With PubMatic’s CEO
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.
15/03/2023 • 25 minutes 41 seconds
Intuit Helping Small Businesses' Survival Rates
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.
10/03/2023 • 29 minutes 58 seconds
Anchorage Digital's Monica on State of Crypto
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.
06/03/2023 • 35 minutes 28 seconds
HTC Is Going All In for VR and the Metaverse
“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.
03/03/2023 • 32 minutes 33 seconds
Dissecting the IT Service Industry with HCL Technologies
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.
21/02/2023 • 43 minutes 34 seconds
Zocdoc: Creating a Marketplace for Patients and Providers
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.
16/02/2023 • 46 minutes 21 seconds
Equinix: Interconnecting the World via Digital Infrastructure
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.
07/02/2023 • 36 minutes 56 seconds
Olo Aims to Digitize All Restaurant Transactions
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.
06/02/2023 • 36 minutes 58 seconds
Motorola Solutions: Creating a Halo Effect To Tap Into A $50 Billion Public Safety Market
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.
26/01/2023 • 48 minutes 5 seconds
Building Great Companies from Great Products with Thoma Bravo
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.
25/01/2023 • 40 minutes 39 seconds
How ZipRecruiter Is Enabling a Better Employee Match
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.
19/01/2023 • 37 minutes 11 seconds
Atlassian's Path in DevOps to $10 Billion
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.
18/01/2023 • 33 minutes 26 seconds
Where Hg Sees Opportunity in Software
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.
12/01/2023 • 42 minutes 50 seconds
The Open Compute Project - Unlocking The Cloud Infrastructure For All
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.
09/01/2023 • 47 minutes 12 seconds
Advancing Battery Technology Through Silicon-Based Anodes with Sila
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.
05/01/2023 • 33 minutes 28 seconds
DigitalOcean Carving a Niche in Cloud from Hyperscalers
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.
28/12/2022 • 34 minutes 47 seconds
Lacework: Another Cybersecurity Disruptor using AI
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.
27/12/2022 • 36 minutes 49 seconds
Investigating Data Integration with Fivetran
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.
19/12/2022 • 37 minutes 34 seconds
How ZoomInfo Is Leading the Way In Data Privacy Management
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.
08/12/2022 • 32 minutes 44 seconds
Procore CEO on Digitizing Construction, Demand
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.
01/12/2022 • 30 minutes 23 seconds
Endava's Efforts on the Global Digital Transformation
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.
22/11/2022 • 33 minutes 29 seconds
Code, What is It Good For? Going Codeless with Unqork
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.
21/11/2022 • 47 minutes 43 seconds
How Seismic is Shaking Up Sales Rep Enablement
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.
17/11/2022 • 35 minutes 47 seconds
Personalization Through Adobe Experience Cloud
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.
15/11/2022 • 40 minutes 20 seconds
State-of-the-Art 3D Metal Printing with Velo3D
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.
01/11/2022 • 24 minutes 18 seconds
Britannica's Disruption of PreK-12 Education
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.
20/10/2022 • 32 minutes
How Gusto is Gaining Ground in Human Capital
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.
11/10/2022 • 33 minutes 9 seconds
RingCentral Finds Competitive Edge in Cloud-Based Voice Solution
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.
05/10/2022 • 30 minutes 52 seconds
The Future of Sports and Streaming with FuboTV
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.
03/10/2022 • 42 minutes 8 seconds
Trend Micro's Three Decades of Cybersecurity
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.
30/09/2022 • 37 minutes 9 seconds
Rubrik Unleashing Data Security in a Zero-Trust World
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.
22/09/2022 • 28 minutes 58 seconds
Powering the Traffic for The Clouds with Arista Networks
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.
21/09/2022 • 44 minutes 22 seconds
UserTesting's Critical Role Enhancing the Customer Experience
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.
20/09/2022 • 45 minutes 30 seconds
Early Innings for Icertis' AI-Infused Contracts: Tech Disruptors
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.
15/09/2022 • 45 minutes 25 seconds
How ClickUp is Shattering Barriers to Entry, Accelerating Adoption
Bloomberg Intelligence Technology Analyst Anurag Rana hosts ClickUp CEO, Zeb Evans to define what does a modern productivity platform look like in today's hybrid, digital environment. We take a closer look at how customer behavior changes when you move from a collection of "best-in-breed" products to integrated and connected applications all on the same platform, decreasing barriers to entry and exponentially boosting adoption. At the same time, we journey through ClickUp's beginnings being developed initially for internal use, to scaling with direct lines of communication with early users for feedback, to what's next post multiple rounds of funding.
14/09/2022 • 42 minutes 14 seconds
AI and Sports Betting Micro-Markets with nVenue CEO
Bloomberg Intelligence Senior Analyst Brian Egger hosts nVenue CEO and Co-Founder Kelly Pracht to discuss how the company is harnessing the power machine learning and AI to introduce sports and wagering fans to betting micro-markets.
13/09/2022 • 19 minutes 53 seconds
The Power of the Platform with ServiceNow
Bloomberg Intelligence Technology Analyst Anurag Rana sits down with ServiceNow Chief Digital Information Officer, Chris Bedi to discuss the set of tools companies need to be equipped with today from hyperautomation to low-code/no-code app development and how the ServiceNow platform goes above and beyond to make sure companies are in the best position to weather any storm they may face. We examine several of ServiceNow's use cases, expanding beyond their core strength in ITSM to discover just how many industries and workflows they lend a guiding hand to.
09/09/2022 • 39 minutes 33 seconds
Metaverse, AR/VR Future with Avataar CEO
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Avataar's CEO and co-founder Sravanth Aluru to talk about AR/VR adoption, which phase of the metaverse evolution we're in, and how a young startup could drive mainstream adoption of 3D content.
08/09/2022 • 39 minutes 24 seconds
Datadog's Evolution: Single-Product to Platform
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Datadog COO, Adam Blitzer, to talk about Datadog's transformation from a single-product company to a leading platform around IT operations management in a multi-cloud environment.
07/09/2022 • 40 minutes 17 seconds
Doubling Down on the Cloud with Informatica
Bloomberg Intelligence Technology Analyst Anurag Rana hosts Informatica CEO, Amit Walia to discuss how Informatica is helping enterprises transform from being data-rich to data-driven in their decision making. We examine how the shift to cloud has actually fragmented workflows, siloing critical data and how this is being addressed. In addition, Amit also reflects upon Informatica's own journey as a public company that was taken private and has since re-emerged better geared with the right tools to assist customers along their digital transition.
23/08/2022 • 38 minutes 42 seconds
Putting AI on the Front Lines with Zendesk
Bloomberg Intelligence Technology Analyst Anurag Rana hosts Zendesk Chief Technology Officer, Adrian McDermott, to chat about the customer experience landscape and how key tenants like conversational CRM and automated intelligence are transforming this arena. Also, we go over the challenges small and mid-sized businesses face in the current macro environment and how low-code and automation tools are making it easier for these businesses to scale.
19/08/2022 • 40 minutes
How Rent the Runway Re-imagined the Sharing Economy
Bloomberg Intelligence E-Commerce Analyst Poonam Goyal hosts Rent the Runway Founder and CEO, Jennifer Hyman, to discuss how its closet in the cloud is disrupting the apparel industry.
15/08/2022 • 36 minutes 18 seconds
Predicting the Future with C3.ai
Bloomberg Intelligence Technology Analyst Anurag Rana hosts C3.ai Chairman and CEO, Tom Siebel, to discuss the significance of automated intelligence-based predictive maintenance and the serious, real-world applications C3.ai takes on. Additionally, we chat about how C3.ai compliments other cloud application software companies and what exactly makes C3.ai hard to replicate anywhere else.
02/08/2022 • 44 minutes 21 seconds
Extreme Networks: Bringing the Corporate Network Wherever You Are
Bloomberg Intelligence Senior Analyst Woo Jin Ho hosts Extreme Networks CTO Nabil Bukhari to discuss changes to corporate networks as companies implement new technologies to support a highly networked, a more flexible and dynamic work environment, which could expand Extreme’s opportunity beyond the over $20 billion switching and Wi-Fi markets.
28/07/2022 • 48 minutes 34 seconds
Gitlab and the Cloud DevOps Opportunity
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Gitlab CEO, Sid Sijbrandij to talk about the company's use of opensource and a distributed model may influence the evolution of the nascent cloud DevOps market.
21/07/2022 • 32 minutes 36 seconds
Eye Tracking, Gaming and Metaverse with Tobii
Bloomberg Intelligence Technology Analyst Anurag Rana hosts Tobii CEO, Anand Srivatsa, to talk about the vast amount of applications for eye tracking ranging from gaming, healthcare, to the Metaverse. With around 80% of information being processed through vision, the potential use-cases for eye tracking are endless, and our discussion highlights where these opportunities are most prevalent today and why awareness for this technology has been so low for so long.
19/07/2022 • 34 minutes 8 seconds
The Meaning of Resiliency with Everbridge
Bloomberg Intelligence Technology Analyst Anurag Rana hosts Everbridge Chief Security Officer, Tracy Reinhold, to discuss the tools that companies need to be resilient in the 21st century, post-pandemic environment. We go over the rising threat environment and how Everbridge is closing those security gaps.
15/07/2022 • 34 minutes 7 seconds
Running the Last Mile with Domo
Bloomberg Intelligence Technology Analyst Anurag Rana hosts Domo CEO, John Mellor, to get his thoughts on how Domo's innovating in the highly competitive business intelligence and analytics arena. We discuss the concept of "the Last Mile", the significance of this to the end user, and how Domo has found their stride at this leg of the race.
14/07/2022 • 33 minutes 27 seconds
Matterport CEO on Disrupting the Property Market
Bloomberg Intelligence Senior Analyst Eileen Segall talks with CEO RJ Pittman about how Matterport disrupts the real estate property market and other industries with its hardware and software that turns built spaces into 3D digital twins. They also discuss if Apple's RoomPlan is a competitive threat.
12/07/2022 • 38 minutes 17 seconds
Optimizing Supply Chains with Coupa
Bloomberg Intelligence Technology Analysts, Anurag Rana and Niraj Patel, host Coupa CEO, Rob Bernshteyn, to discuss the economics and opportunity present in supplier-centric cloud applications. Today's environment is making supply-chain advantages more relevant than ever before, and we explore how companies can seek out those advantages with Coupa.
08/07/2022 • 33 minutes 19 seconds
Triggy and the Sport-Tech and Betting Revolution
Bloomberg Intelligence Senior Analyst Brian Egger talks with Martina Åkerlund, Chief Executive Officer, and Daniel Svenson, Co-Founder and Chief Experience Officer, of Triggy about how machine learning and AI are transforming sports betting customer acquisition and engagement.
30/06/2022 • 19 minutes 52 seconds
The State of Paper, Our Chat with DocuSign
This episode of Tech Disruptors discusses how DocuSign looks to reverse the rhetoric as an e-signature-only company and show it has much more to offer. DocuSign's customer-success strategy has led to a market share multiple much higher than its nearest rival. In this episode, Senior Technology Analyst, Anurag Rana, sit down with DocuSign CEO, Dan Springer, about some of its largest opportunities, as well as the challenges these opportunities may present.
23/06/2022 • 35 minutes 41 seconds
Land and Expand with Freshworks
This episode, led by Senior Software Analyst, Anurag Rana, discusses how Freshworks disrupts not just the on-premise CRM industry but cloud software players as well. Freshworks' product-led approach is different than most other software vendors, allowing it to grow at a rapid clip with high gross margins.
13/06/2022 • 28 minutes 32 seconds
Kate Farms Plant Based Alternative Disrupts the Formula Market
Bloomberg Intelligence Medtech Analyst Matthew Henriksson discusses development of plant based formula alternative and the potential ability to disrupt this market with Kate Farms CEO Brett Matthews.
06/06/2022 • 21 minutes 51 seconds
HashiCorp Building Middleware for the Cloud
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting HashiCorp co-founder and CTO, Armon Dadgar, to talk about how HashiCorp is building the middleware for the cloud and seeks to partner with hyperscale cloud vendors for all kinds of workloads and applications.
10/05/2022 • 34 minutes 14 seconds
Unity's Expectations for the Metaverse and 3D
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Unity CEO, John Riccitiello, to talk about how Unity is positioned for growth in the metaverse and the shift to 3D experiences for gaming and apps.
06/05/2022 • 35 minutes 29 seconds
CrowdStrike and Ever Changing Cybersecurity Landscape
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting CrowdStrike CTO, Michael Sentonas, to talk about how CrowdStrike's single agent architecture can consolidate various point products and prevent cyberattacks.
06/05/2022 • 29 minutes 36 seconds
SentinelOne and Disruptions in Edge Security
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting SentinelOne COO, Nicholas Warner, to talk about how SentinelOne is disrupting a fragmented endpoint security market.
06/05/2022 • 32 minutes 4 seconds
Mavenir Moves Telcos to the Cloud
Bloomberg Intelligence Senior Telecom Analyst John Butler is hosting Mavenir's President and CEO Pradeep Kohli to talk about how Mavenir's Cloud-Native Open RAN product is disrupting traditional telecom equipment market.
06/05/2022 • 34 minutes 33 seconds
Akamai CEOs Vision for Internet Edge Delivery
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting Akamai CEO Dr. Tom Leighton to talk about disruption in the Internet and edge delivery and how the company plans to leverage its growing capabilities in security and compute.
05/05/2022 • 27 minutes 54 seconds
How ZoomInfo is Changing CRM Software
Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting ZoomInfo CEO Henry Schuck to talk about disruption in the Enterprise CRM market.