Tech Disruptors: Recent Episodes
Bloomberg
Tech Disruptors by Bloomberg Intelligence features conversations with thought leaders and management teams on disruptive trends. Topics covered in this series include cloud, e-commerce, cybersecurity, AI, 5G, streaming, advertising, EVs, automation, crypto, fintech, AR/VR, metaverse and Web 3.0. This podcast is intended for professional investors only. It is being prepared solely for informational purposes only and does not constitute an offer or investment advice.
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.
Dynatrace’s products, such as the Davis AI Engine, harness artificial intelligence to provide organizations with real-time insights on 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.
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.
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.