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Seagate’s relentless hard-disk-drive technology innovation has expanded mass-capacity storage solutions over the past several years. Jason Feist, senior vice president of products and markets, sits down with Woo Jin Ho, Bloomberg Intelligence hardware and networking analyst, in this edition of the Tech Disruptor podcast. They discuss the company’s breakthrough heat-assisted magnetic recording (HAMR) based Mozaic 3+ platform, its role in serving cloud and enterprise data centers’ burgeoning storage needs and the relationship between hard drives and solid-state drives in AI infrastructure
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Anthropic cofounder Jared Kaplan talks about the nuances of training LLMs and deploying them for enterprise use cases with Mandeep Singh, technology analyst at Bloomberg Intelligence. The use of GPU clusters for training and inferencing, pitfalls related to hallucinations and LLM biases are among the topics discussed in this episode of BI’s Tech Disruptors podcast
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Planning, management and collaboration over enterprise workflows has become more complex with a growing stack of enterprise-software tools, distributed work and agile development frameworks, driving demand for robust, single-pane workflow management solutions. In this episode of the Tech Disruptors Podcast, monday.com’s Chief Financial Officer Eliran Glazer and Chief Product and Technology Officer Daniel Lereya join Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the workflow management solutions landscape, pricing and AI-driven challenges and opportunities. They also talk about competition for the company’s multi-vertical solutions and their approach to growth.
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GSK’s Chief Digital and Technology Officer Shobie Ramakrishnan discusses how the company is leveraging AI and data models for vaccine development and drug discovery in this episode of Bloomberg Intelligence’s Tech Disruptors podcast. BI’s Health-Care Analyst Sam Fazeli and Technology Analyst Mandeep Singh are hosts.
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“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.
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Gleaning intelligence from diverse and disaggregated customer touch points — particularly digital — is crucial for businesses. In this episode of the Tech Disruptors podcast, Spenser Skates, CEO and co-founder at Amplitude, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the digital-analytics landscape, customer-adoption path and the impact of new AI tools. The two also talk about potential changes in the industry, the competition backdrop and the company’s growth strategy.
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The rise of artificial-intelligence workloads has pulled forward years of compute, storage and networking-infrastructure technologies, exponentially increasing the complexity in building systems for large enterprises and hyper-scale cloud customers. In this episode of the Bloomberg Intelligence Tech Disruptors podcase, Penguin Solutions (a division of SGH) Chief Technology Officer Phil Pokorny and VP of Global Marketing Mark Seamans sit down with Woo Jin Ho, BI hardware and networking analyst, to discuss the next generation infrastructure requirements, the evolving hardware and systems needs as AI grows and how Penguin has become a partner in building out AI factories.
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“Our job is to unlock data for people, and being able to generate insights from it, whether it’s structured or unstructured, is a big opportunity for customers,” says Tableau CEO Ryan Aytay. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast Aytay and Anurag Rana, BI’s senior technology analyst, discuss trends in data visualization, how Tableau has cemented itself as a leading provider and how generative AI promises to shift the landscape. Aytay also speaks about how Salesforce propelled Tableau’s growth since acquiring it in 2019, and the business-intelligence provider’s work on other initiatives like Einstein and Data Cloud.
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When organizations begin planning to migrate business applications to the cloud, security starts to take the drivers seat, Onapsis Chief Technology Officer Juan Pablo Perez-Etchegoyen says. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Perez-Etchegoyen joins Mandeep Singh, BI technology analyst, to discuss the deployment of security for enterprise resource-planning applications such as SAP. The conversation includes platformization, integration of Onapsis with other cyber providers and into the customers’ IT environment, and how the company stacks up against point products, including Qualys and Tenable, that specialize in vulnerability management and patching.
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Softbank Vision Fund’s Director of Life Science and HealthTech John Cassidy discusses his approach to investing in health-care technology in this episode of the Tech Disruptors podcast. Co-hosts Sam Fazeli, Bloomberg Intelligence’s senior pharmaceutical analyst, and Mandeep Singh, BI’s senior tech analyst, also talk with Jason Burch, head of platform technologies at Ventus Therapeutics, one of the Vision Fund’s portfolio companies. Burch shares his perspective on how to leverage technology for research and his prognosis for drug discovery in the age of generative AI.
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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.
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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.
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“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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
- Vis mere