Tech Disruptors

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.

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.

“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.

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.

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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.

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.

“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.

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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