“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.

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.

Cohere is one of the frontier large-language-model companies focusing on enterprise-use cases to differentiate it from OpenAI GPT, Google Gemini, Meta Llama, Anthropic Claude and Mistral. Cohere co-founder Nick Frosst joins Bloomberg Intelligence senior technology analyst Mandeep Singh to discuss what makes Cohere unique in its approach to model training and deployment. They discuss retrieval augmented generation, tokenization and more.

The workflow-management-solutions sector is evolving fast, yet remains fragmented and likely on the hunt for new revenue models. In this episode of the Tech Disruptors podcast, Thomas Scott, CEO of Wrike, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss how AI tools are used to boost client and internal productivity, the demand environment and the company’s product journey. The two also talk about Wrike’s horizontal market approach, future plans and potential pricing models as compute-intensive AI features and workloads grow.

“On average, a salesperson spends 30-45 minutes after a sales call on processing the sales call,” says Ketan Karkhanis, Salesforce’s executive vice president and general manager of Sales Cloud. In this installment of Tech Disruptors, Karkhanis sits down with Anurag Rana, Bloomberg Intelligence senior technology analyst, to examine the problem of time-consuming and unproductive tasks faced by salespeople, and how Salesforce and its AI solutions can help address this challenge. Additionally, the two discuss the trend of software consolidation, customer evolution on the Salesforce platform and the power of its developer ecosystem.

The rising capabilities of AI and progress in large language models are set to reduce communication barriers posed by language diversity. In this episode of the Tech Disruptors Podcast, Jaroslaw Kutylowski, founder and CEO of DeepL, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss how machine learning is reshaping language translation, along with competing language-translation tools and enterprise adoption. The two also talk about DeepL’s platform makeup, business model and the company’s expansion plans beyond Europe.

AI computing employs GPU/XPU clusters that are growing at unprecedented speeds, as well the bandwidth and power requirements of networks to support them. Near Margalit, Broadcom’s vice president and general manager of the Optical Systems Division, sits down with Bloomberg Intelligence’s senior semiconductor analyst Kunjan Sobhani in this Tech Disruptors podcast episode to discuss Broadcom’s innovations in optical networking, specifically on the role of its co-packaged optics (CPO) and how it could emerge as preferred solution for solving the bandwidth, power and cost challenges of AI infrastructure.

The readiness of companies’ data for AI use cases will be critical to their innovation and market leadership. In this episode of the Bloomberg Intelligence Tech Disruptors podcast, Precisely CTO Tendü Yoğurtçu and BI’s senior technology analyst Sunil Rajgopal discuss data integration, data quality, location intelligence and data-enrichment tools, and their roles in enterprise intelligence and decision-making. Yoğurtçu zeroes in on the data requirements needed to efficiently integrate generative-AI solutions, the data-integration tools landscape and how Precisely differs from the competition.

“We’re seeing a big increase in GPU capacity demands and we expect the data centers over the next couple of years will need to support higher power densities giving us the ability to run very large clusters of GPUs,” says AWS Global Data Centers VP Kevin Miller. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Miller talks with BI senior technology analyst Anurag Rana about all things cloud infrastructure, including data-center demand for AI, the timeline to construct new centers, the differences in the stress that training and inferencing place on the hardware and ways in which AWS is keeping the environment in mind as they approach their 2040 goal of carbon neutrality.

Expanded artificial-intelligence workloads are raising the power and cooling requirements of data centers, with individual rack consumption predicted to increase by 10x compared with traditional compute. Vertiv is a market-leading provider of UPS, liquid cooling and switchgear solutions catering to these needs. In this episode of the Tech Disruptors podcast, Vertiv CEO Giordano “Gio” Albertazzi sat down with Bloomberg Intelligence analysts Mustafa Okur and Woo Jin Ho to discuss the opportunities and challenges in the data-center infrastructure market.

“We see a lot more focus on digital-first, whether you’re thinking of branding, social, advertising and so on. Everyone is thinking of digital first,” Adobe’s president of Digital Experience Anil Chakravarthy explains to Bloomberg Intelligence senior technology analyst Anurag Rana. On his second appearance on the Tech Disruptors podcast, Chakravarthy homes in on new products GenStudio and Acrobat AI Assistant. Together, he and Rana explore how these tools leverage AI, fit into the company’s broader portfolio and can lighten the workload at Adobe’s customers and partners.

1Password has evolved from a consumer service to a B2B provider as passwords remain one of the points of vulnerability for cyberattacks. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, 1Password’s CEO Jeff Shiner and BI’s Mandeep Singh talk about the integration of 1Password with other cybersecurity vendors including Okta and other single-sign on and multifactor authentication (MFA) players focused on identity and device security.

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

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

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.

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.

“Every modern business is a data business,” says Amazon Vice President Data Storage Services and Cloud Migration, Mai-Lan Tomsen Bukovec that “will be won or lost on the quality of the data, not the volume.” In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, BI senior technology analyst Anurag Rana talks with Tomsen Bukovec about the evolution of AWS storage, specifically S3, and how features like intelligent tiering have shaped the cloud-storage landscape. They also discuss how the notion around storage is changing to support generative AI and what AWS is doing to make sure its customers are prepared to adopt the right LLMs for their datasets.

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.

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.

“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.

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.

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.

Check Point’s CEO Gil Shwed sits down with Mandeep Singh, Bloomberg Intelligence’s senior tech analyst, in this episode of the Tech Disruptors podcast, to talk about cybersecurity and the future of firewalls as attacks become more sophisticated. They discuss how companies are implementing a modern day SOC (Security Operations Center) and how consolidation and the emerging concept of “platformization” will impact the cybersecurity market.

The rise of generative-AI workloads has invigorated the cloud-services sector, with AI training and inference emerging as the next growth engine. Privately held provider, Vultr, pivoted early to building out an accelerated compute infrastructure. Vultr CEO J.J. Kardwell sits down with Woo Jin Ho, Bloomberg Intelligence tech analyst, in this Tech Disruptors podcast to discuss AI cloud demand and how the company’s holistic AI-services approach is far more than just stringing together a bunch of GPU clusters in a data center.

“Regulatory regimes change every day around the world,” says Clearwater Analytics CEO Sandeep Sahai, explaining one advantage of an investment reporting program that can reflect daily changes. In this episode of the Tech Disruptors podcast Sahai talks with Anurag Rana, Bloomberg Intelligence technology analyst, about how Clearwater is disrupting institutional investment reporting, how it plans to monetize generative AI and how the company’s high customer retention is driven by consistent product innovation.

Machine learning is expanding the use of predictive analytics across all industries, and C3.ai’s software offerings made it well prepared for this moment of broad generative-AI adoption, says CEOThomas Siebel. In this episode of theTech Disruptors Podcast, Siebel joins hostSunil Rajgopal, Bloomberg Intelligence’s senior software analyst, to discuss how developments in machine learning are reshaping businesses and industries as well as the opportunities and complexities of large-language models. The two also talk about C3.ai’s shifting business model and the company’s leadership pipeline.

The use of generative AI and large language models has accelerated in money management the past 12 months, opening up “endless” possibilities for companies such as Balyasny Asset Management, says Charlie Flanagan, the firm’s head of applied AI. In this episode of the Tech Disruptors podcast, Flanagan joins Bloomberg Intelligence senior analyst Mandeep Singh to discuss the impact and potential of generative AI for investing-related workflows. The conversation ranges from productivity enhancement for investment professionals and developers to large-language-model hallucinations. They also examine issues around GPU supply constraints and automation.

IT customers are scrutinizing their purchases more carefully than they had in the past, but they’re still spending because modernization and the digital transformation are critical for these companies, says Nutanix CEO Rajiv Ramaswami. In this episode of the Tech Disruptors podcast, Ramaswami returns to the studio and sits down with Bloomberg Intelligence senior analyst Woo Jin Ho to provide an update on the growing opportunities in so-called hyperconverged infrastructure. They also discuss the disruptive ripple effects for the industry of the Broadcom-VMware M&A, Nutanix’s strategic partnership with Cisco and generative AI.

The AI landscape continues to evolve at a rapid pace, and a focus on economically scalable models is gaining increased attention. In this episode of the Tech Disruptors podcast, Naveen Rao, VP of generative AI at Databricks, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss a wide range of topics, including neural networks, human vs. machine compute and the future of AI and LLMs. The two also talk about Databricks’ AI and product initiatives, the competition landscape and the nitty-gritty of building scalable AI solutions for enterprises.

Establishing a marketing-software platform that powers brands in customer engagement across any channel is where companies such as Braze can differentiate themselves, Bill Magnuson, CEO and co-founder, tells Bloomberg Intelligence. To do so, Braze looks to leverage AI technology and event-streaming data architecture, processing trillions of API requests and messages. In this episode of the Tech Disruptors podcast, Magnuson sits down with Bloomberg Intelligence analyst Niraj Patel to explain the company’s tech stack, marketing and sales spending trends, competitive landscape, the impact of generative AI, data-privacy regulation and more.

Creating an accounts-payable solution that leverages AI from the start and extends to B2B payments differentiates Stampli in the mid-market customer segment. In this episode of the Tech Disruptors podcast, Stampli’s co-founder and CEO Eyal Feldman sits down with Bloomberg Intelligence analyst Niraj Patel to explain the company’s technology stack, use of generative AI and the greenfield opportunity in accounts-payable automation. Tune in to learn what is Billy the Bot, how Stampli views ERP integration, advanced digital-payments trends and more.

A global pullback in discretionary IT spending in 2023 was barely noticed by Globant, which reported another year of solid revenue growth by helping clients leverage digital transformation to improve user experiences, Globant co-founder and CEO Martin Migoya tells Bloomberg Intelligence. He joins Tamlin Bason, BI technology analyst, to discuss how the company’s unique go-to-market approach has helped it disrupt the IT services space. Migoya also talks about opportunities for the sector as enterprise clients increasingly look to incorporate generative AI into workflows, and the evolution toward global delivery models.

Digital transformation, the cloud transition and AI adoption are top-of-mind themes for businesses of all sizes. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, Planview CEO Razat Gaurav joins Sunil Rajgopal, BI’s senior software analyst, to discuss the state of enterprise digital transformation, the importance of a strong data foundation and the dilemma of seat-based pricing models for software-as-a-service businesses. They also talk about the company’s AI-led product initiatives, a road for future investment and the competition landscape.

“Data Cloud is a binding layer that binds all of these different siloes in which you engage with your customers,” Rahul Auradkar, Salesforce’s executive vice president and general manager of the Data Cloud and Einstein businesses, explains to Bloomberg Intelligence Senior Technology Analyst Anurag Rana. The two break down the importance of having a unified data layer when leveraging generative AI, and discuss how the Data Cloud can be complementary to other third-party data lakes and warehouses. Topics include the handling of structured and unstructured data, MuleSoft, Tableau and the broader go-to-market selling motion.

Adobe President of Digital Media Business David Wadhwani joins Bloomberg Intelligence senior technology analyst Anurag Rana to explore how generative AI is expanding client engagement across the company’s Creative and Document Cloud suites. They discuss improvements in consumer navigation and the growth of enterprise solutions through tools like GenStudio, while underscoring the significance of upholding content authenticity among creators. Additionally, they analyze generative-AI monetization strategies and examine how open-source LLM’s could drive adoption of Adobe’s editing products.

B2B service providers must be innovative in how they develop solutions that enable online gaming companies to optimize customer experiences, Playtech US Chief Commercial Officer Marcus Yoder tells Bloomberg intelligence. He joins Brian Egger, BI’s senior gaming and lodging analyst, to discuss the company’s player account management (PAM) solutions and online gaming services. The two also discuss how Playtech’s SaaS business model has enabled it to bring game content to operators with their own platforms, as its machine learning-based predictive models help gaming companies detect and prevent problem gambling.

Driving intelligence and monetizing enterprise data depends on the underlying data architecture, query engines and storage resources. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, Dremio cofounder and Chief Product Officer Tomer Shiran joins BI senior software analyst Sunil Rajgopal, to discuss the evolving data-management architecture and technologies and how the company is working to curtail bottlenecks and enable business-intelligence analysts and data scientists to query and draw insights at scale and at high speed. They also discuss how the platform differs and competes with bigger data-management platforms, such as Snowflake, MongoDB, the movement toward Zero ETL and potential implications of AI and how that’s likely to shape jobs.

Accelerators and compute are becoming technology’s picks and shovels for processing artificial-intelligence workloads. Cerebras Systems CEO Andrew Feldman joins the Bloomberg Intelligence Tech Disruptors podcast to discuss the dynamic AI-server market and how its Wafer Scale Engine (WSE) chip and Super Computer could offer a more cost-effective and powerful alternative to today’s cluster-based infrastructure to run AI models. Woo Jin Ho, BI’s hardware and networking analyst, explores Cerebras’ growing opportunities, AI server and super computer market demand, the evolution of large language models and the systems that will support it.

One of the critical components of the software value chain is resiliency, or how quickly a system can recover with the fewest people affected or noticing, says PagerDuty Chief Technology Officer Tim Armandpour. He joins Sunil Rajgopal, Bloomberg Intelligence’s senior software analyst, to discuss the IT operations landscape, key changes in incident-response software and the importance of integration with the broader software value chain, including observability and IT-service software platforms. The two also discuss the potential impacts of artificial intelligence, focusing on demand dynamics and potential opportunities.

Coupling AI with more complex workflows is where companies such as Canva can differentiate themselves, Cameron Adams, co-founder and chief product officer of the graphic-design platform, tells Bloomberg Intelligence. In his second appearance on BI Tech Disruptors, Adams joins senior technology analyst Anurag Rana for a conversation on innovations in AI and how the technology is shaping privacy and copyright concerns. Additionally, they discuss how Canva is trying to create value across its 170 million customers and drive greater usage through additional features.

Vaccine-maker Moderna is also a data company, and that’s enabling it to use AI to drastically reduce drug-development times, Chief Information Officer Brad Miller tells Bloomberg Intelligence’s Sam Fazeli and Mandeep Singh. This episode of the Tech Disruptors podcast looks at a wide range of related topics, from the use of mRNA technology, to applying data for speeding up R&D for rare diseases. The discussion also touches on the deployment of generative AI across different parts of the Moderna platform tech stack.

Cato Networks is looking to challenge network security incumbents including Palo Alto Networks and Fortinet by deploying its Secure Access Service Edge (SASE) platform offering to enterprise customers. In this episode of the Tech Disruptors podcast, CEO Shlomo Kramer sits down with Bloomberg Intelligence senior analyst Mandeep Singh to talk about the convergence of point products such as secure web gateway, SD-WAN and endpoint detection with a SASE approach.

Vast Data is quickly reshaping the AI-infrastructure providers landscape by breaking down the silos of structured and unstructured data to reach smarter generative-AI results. In this Tech Disruptors podcast, Vast CEO Renen Hallak speaks with Woo Jin Ho, Bloomberg Intelligence hardware and networking analyst, about how its differentiated storage approach has allowed it to move up the AI stack to the data layer and possibly to compute, resulting in several high profile customer wins and a multibillion valuation.

Enterprise data architecture is highly complex, databases deeply fragmented and demand for high-speed information flows continues to grow. In this edition of the Tech Distruptors podcast, SingleStore CEO Raj Verma joins Sunil Rajgopal, Bloomberg Intelligence senior software analyst, to discuss the convergence of transactional and analytical databases, enterprises’ need for real-time data and analytics and the changing competitive landscape. The two also talk about potential impacts of AI on productivity, the job market and the company’s long-term ambitions.

Automating the collection of dispersed, divergent and disjointed pools of enterprise data on to a single repository to drive analytics and build applications remains complex. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, Fivetran cofounder and COO Taylor Brown joins Sunil Rajgopal, BI’s senior software analyst, to discuss the evolution of data integration and management platforms in light of the explosion in enterprise data and shift to the Cloud. They also talk about product differentiation against rival platforms such as Informatica, potential disruption from Zero ETL initiatives and AI and overall market prospects.

Technological advances and changing consumer behavior have driven a shift in online commerce, from one-click purchases on e-commerce sites to buying from within various forms of content and digital experiences such as social commerce, in-app transactions, QR codes and more. In this episode of the Tech Disruptors podcast, Bolt CEO Maju Kuruvilla talks about evolution in e-commerce payments with Diksha Gera, senior fintech and payments analyst at Bloomberg Intelligence. This conversation was recorded on Dec. 12.

E-commerce’s leap to capture a bigger share of the overall retail pie is just starting to take hold. In this Tech Disruptors podcast, eBay Chief AI Officer Nitzan Mekel-Bobrov joins Bloomberg Intelligence senior analyst Poonam Goyal for an in-depth discussion about the democratization of AI and the step-level change we’re seeing from AI to generative AI. Mekel-Bobrov also highlights successful AI investments at eBay, and why companies should embrace the disruption

Deere & Co. showcased several agriculture-equipment features at this year’s CES that gave a glimpse of changes that are in the works for modern machinery. In this Tech Disruptors podcast episode, Chief Technology Officer Jahmy Hindman sits down with Bloomberg Intelligence analysts Mandeep Singh and Christopher Ciolino discuss the company’s strategy around AI, robotics and satellite technology, as well as the challenges they will have to overcome to drive widespread adoption.

Drawing intelligent insights from vast swaths of unstructured enterprise data and ongoing monitoring of digital assets remains crucial for businesses of all sizes. In this episode of the Tech Disruptors podcast, Elastic CEO Ashutosh Kulkarni talks about AI-led growth opportunities with Sunil Rajgopal, Bloomberg Intelligence senior software analyst. The two also discuss the shifting technology landscape, demand environment and Elastic’s long-term product road map. This conversation was recorded on Dec. 15.

SecurityScorecard’s product assesses cyberthreats by homing in on key risk factors including the health of network domain name systems, or DNS, and network and endpoint security. In this Tech Disruptors podcast episode, CEO Aleksandr Yampolskiy sits down with Bloomberg Intelligence analyst Mandeep Singh to discuss how his company is leveraging AI to improve its data-driven rankings. Yampolskiy also examines recent developments in cybersecurity and how organizations are adapting to stay ahead of malicious actors that are using generative AI.

Corning’s fiber-optic technologies have emerged as the backbone of global communications networks over the past several decades. Chief Strategy Officer Jeffrey Evenson, along with Aleksandra Boskovic, VP of technology development in Corning’s Optics unit, sit down with Bloomberg Intelligence hardware analystWoo Jin Hoto discuss innovations and opportunities in telecom and cloud networks. They discuss how Corning tries to stay in front of rapid developments in areas such as AI and high-speed telecom networks. 

Application development appears to be at the dawn of another big wave of change with the emergence of generative AI. GitLab Chief Marketing and Strategy Officer Ashley Kramer joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss productivity gains from AI and competition dynamics. The two also talk about initiatives and opportunities around security, binary repository management and service-desk capabilities.

Interest in enterprise 5G services is growing as companies begin to trial private networks, mobile edge computing and massive Internet of Things networks. Though the market for these new services has evolved more slowly than originally anticipated, corporate work on how to best implement them is ramping up. Verizon is working with users in trials and early deployments to refine their use, including a win with NFL to provide secure coach-to-coach communications. In this episode, Kyle Malady, CEO of Verizon’s Business Group, joins BI analyst John Butler for an in-depth discussion about the state of the 5G enterprise market, and how Verizon’s business model is evolving.

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.

“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.

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.

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.

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.

“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.

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/

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.

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.

“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.

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.

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting SentinelOne COO, Nicholas Warner, to talk about how SentinelOne is disrupting a fragmented endpoint security market.

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.

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.

Bloomberg Intelligence Senior Analyst Mandeep Singh is hosting ZoomInfo CEO Henry Schuck to talk about disruption in the Enterprise CRM market.