Tech Disruptors

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.