Episodit
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Datastax’s CEO Chet Kapoor talks about his company’s positioning in the database market with Bloomberg Intelligence’s Sunil Rajgopal and Mandeep Singh. They discuss the company’s pivot to generative AI, LLM customization and RAG (retrieval augmented generation) as enterprise customers evaluate different databases for AI inferencing.
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Helping developers identify issues with the computer code they’re writing, from bugs to security vulnerabilities, is Sonar’s mission. CEO Tariq Shaukat shares with Bloomberg Intelligence how 7 million developers and over 400,000 organizations are leveraging the company’s platform, which analyzes more than 30 programming languages to reduce the business risk from bad code. In this episode of the Tech Disruptors podcast, Shaukat sits down with Bloomberg Intelligence analyst Niraj Patel to dive into the details of Sonar’s scale in handling trillions of lines of coding, its addressable market size, disruptions from generative AI, the power of so-called clean code and much more.
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“It's like an orchestra – each AI expert agent has unique expertise and could be an individual musician, Joule would be the conductor, and you can think of the human as the composer,” Walter Sun, senior vice president and global head of AI at SAP, tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of the Tech Disruptors podcast, Sun breaks down the three pillars of SAP’s AI strategy, from its AI copilot, Joule, to application-specific AI and developer-focused AI tools. Additionally, the two cover topics related to SAP’s data framework for customers, and the decisions behind which foundational models it provides to customers.
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Companies across industries will continue to scrutinize information-technology spending, looking closely at the IT assets and compute environments and their utilization, particularly as AI investments are set to rise. In this episode of the Tech Disruptors podcast, Flexera CEO Jim Ryan joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss IT spending and optimization trends amid the ever-growing on-premise and SaaS software stack, and the platforms that help streamline costs. They also discuss Flexera’s product journey, scale and how its solutions differ from the likes of IBM’s Apptio.For more insights, register for BI’s gen-AI Nov. 20 conference here. Find this and other Bloomberg Intelligence podcasts at BI PODCASTS .
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“The problem today is that data is growing at a 27% compound growth rate and budgets are not. There’s fundamental tension between data growth and budget” explains Cribl CEO Clint Sharp in an effort to break down how customers are struggling to get the most from their data. In this Tech Disruptors episode, Sharp sits down with Bloomberg Intelligence senior technology analyst Anurag Rana, and together the two discuss how Cribl is tackling this issue by simultaneously reducing a client’s data volumes and costs. Sharp also touches on how generative AI is making its way into the picture and how this shapes the future for the company.
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Enterprise workflows and tools are likely to see a dramatic shift as AI adoption and prowess grows, and the intensifying race to roll out AI could have implications for enterprise productivity, collaboration and process automation. In this episode of the Tech Disruptors podcast, Appianco-founder and CTO Michael Beckley joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss how the ground on solutions to design, automate, and optimize business processes is shifting, the role of low-code platforms and how AI is likely to alter the outlook. The two also talk about Appian’s product journey, key customer verticals and competition.
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Postscript differentiates itself through SMS marketing and sales software that can power brands to increase engagement with customers and understand them better, Adam Turner, CEO and cofounder, tells Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, Turner sits down with Bloomberg Intelligence analyst Niraj Patel to discuss the company’s software flywheel, infinity testing, business-model changes, one-to-one B2C relationships and potential generative-AI disruption. He also outlines how Postscript leverages its six-year-plus SMS product focus, deep integration with Shopify and advanced data infrastructure.
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“What our customers are looking for is to move out of the pilot phase of projects and delivering enterprise value fast,” says ServiceNow Chief Commercial Officer Paul Smith. “The fastest we have seen from purchase to production is 60 days.” In this episode of the Tech Disruptors podcast, Smith and Bloomberg Intelligence senior technology analyst Anurag Rana discuss how enterprise tech spending behavior has shifted since generative AI came onto the scene. The two also examine how ServiceNow is continuing to thrive even as the broader economy and buying environment remains uncertain. Topics around industry solutions, value proposition as well as generative-AI strategy all come to the forefront of the conversation.
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As interest in generative AI broadens, Adobe’s chief strategy officer Scott Belsky says “The real opportunity is to build the orchestration layer and the actual applications that leverage these models in the ways you want to use them.” In this latest episode of Bloomberg Intelligence’s Tech Disruptors podcast, Belsky talks with BI senior technology analyst Anurag Rana about how Adobe is tackling customer demand such as web applications, more accessible tools and generative AI. Belsky explains how the company thinks about third-party foundational models, AI monetization, the impact on jobs and more.
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Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and glean insights from active managers and those who cover the industry. Listen to Inside Active by Bloomberg Intelligence.
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“Ask the fundamental question: What if your workforce has no limits? This is really now about humans with agents driving customer success together,” Marc Benioff, cofounder and CEO of Salesforce, tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of Tech Disruptors, we sit down with a hallmark leader of the application-software industry to discuss his views on its next evolution with generative-AI agents. Benioff shares his expectations on how humans and AI agents will coexist in the workforce, the commoditization of foundational models, why companies need a central platform for AI and what positions Salesforce well, as one of the largest enterprise-software companies, to deliver secure and knowledgeable generative AI.
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As enterprises look to harness data that stems and flows through diverse and dispersed source and end-points, robust practices around storing, processing, access, availability, reliability and security need to be ensured, driving demand for compliance-automation platforms. In this episode of the Tech Disruptors podcast, Drata CEO Adam Markowitz joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the security and compliance-automation product landscape, the potential market opportunity and growing role of AI. The two also talk about Drata’s product journey, go-to-market strategy and customer expansion.
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Sanctuary AI, which focuses on providing humanoid robots to automakers, industrial manufacturers and logistics companies, is uniquely positioned because of its “hands-first” approach that approximates human dexterity, says cofounder and chief technology officer Olivia Norton. In this episode of the Tech Disruptors podcast, Norton sits down with Bloomberg Intelligence senior technology analyst Mandeep Singh to discuss the development of humanoid robots and their nexus with gen AI and large language models.
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Unifying the business communication stack from contact center to sales team to business collaboration is Dialpad’s focus. In this episode of the Tech Disruptors podcast, Craig Walker, founder and CEO, speaks about the company’s AI solutions across unified communication as a service, contact centers and conferencing. Walker sits down with Bloomberg Intelligence analyst Niraj Patel and dives into software-spending trends, Dialpad’s customer focus and how the company is position itself in a crowded landscape. Tune in to hear about AI disruption, Dialpad’s large language model that’s built on over 6 billion minutes of long-form conversation, and more.
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Mass-scale storage may be ripe for disruption as NAND flash memory plays a bigger role within cloud and corporate IT environments, taking share from more energy-intensive hard disk-based storage arrays. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Pure Storage CEO Charlie Giancarlo sits with BI analyst Woo Jin Ho on the company’s 15-year anniversary to discuss why its technology, software and total cost of ownership can lead to an all-flash storage environment within five years, while it aims to tame the data tsunami to support corporate AI adoption.
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The highly distributed, dispersed and dynamic nature of enterprise data fuels demand for robust data-query engines for analytics and to drive intelligence. In this episode of the Tech Disruptors podcast, Starburst CEO Justin Borgman joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the shifting landscape for these products. They examine the future of data solutions, the evolving competitive landscape and developers’ embrace of open-table formats like Apache Iceberg, with Borgman saying this was “the summer of Iceberg.” The two also talk about Starburst’s product journey, competition with Dremio and Snowflake, and corporate IT-spending momentum.
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Managing identity access to enterprise data for employees, contractors and now non-human users, which will likely include AI agents, may continue to grow in importance, even as the debate on point products vs. platforms persists. In this episode of the Tech Disruptors podcast, SailPoint CEO Mark McClain joins host and Bloomberg Intelligence senior analyst Mandeep Singh to weigh in on the breadth and depth of identity with cybersecurity.
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Revenue orchestration is emerging as a new software category aimed at guiding best practices in sales to drive repeatable outcomes. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Salesloft’s CEO David Obrand joins Niraj Patel, BI senior software analyst, to discuss the rapidly evolving sales-software stack across organizations, Salesloft’s competitive position and how chief technology officers are managing the “great growth squeeze.”
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Automating finance, which spans accounts payable and receivable, payments, spending management and planning for small and medium businesses, remains BILL’s North Star. Rene Lacerte, CEO and founder, spoke about his passion to help SMBs and how BILL lets customers break away from manual processes. In this episode of the Tech Disruptors podcast, Rene sat down with Bloomberg Intelligence analyst Niraj Patel earlier this month to speak about software spending sentiment, the network effect of BILL’s 7-million-plus members, transaction sales’ pull on revenue retention, the convergence of software and payments, AI’s impact and more.
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Industry-specific cloud products as Salesforce’s fastest-growing business are seeing steady adoption as customers look for out-of-the-box software solutions and to reduce the total cost of ownership. “I don’t think any company can afford too much customization, so I believe they’re all looking for something that’s fast and purpose-built,” Jeff Amann, executive vice president and general manager of Salesforce Industries, tells Bloomberg Intelligence. In this episode of BI’s Tech Disruptors podcast, Amann sits down with BI senior technology analyst Anurag Rana to discuss how Salesforce is tailoring its products to better fit industry use cases, striving for continued growth regardless of economic conditions. Amann also shares examples in various sectors, and previews some of the 100 AI use cases unveiled at Dreamforce.
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