What separates SentinelOne from other security-software providers is that you’ll find large language models “in a lot of our automation capabilities that help you go through and deal with triage, investigation and ultimately the remediation of issues,” Chief Product Officer Ric Smith says. In this episode of the Tech Disruptors podcast, Smith talks with Bloomberg Intelligence senior analyst Mandeep Singh about the use of foundational large language models and agent vs. agentless security. Smith also discusses SentinelOne’s product differentiation vs. peer CrowdStrike and bundled endpoint offerings from Palo Alto Networks and Microsoft.

“The AI trend still feels significantly larger than all of those previous trends that we’ve seen in technology over the last three decades” Glean CEO and founder Arvind Jain tells Bloomberg Intelligence. The growing enterprise-information stack that’s dispersed across diverse systems adds complexity and Glean enables organizations to deploy AI-powered knowledge retrieval systems for customer workflows and systems, on the lines of ChatGPT or Google Search. In this episode of the Tech Disruptors podcast, he joins Sunil Rajgopal, BI’s senior software analyst, to discuss the AI-fueled changes to enterprise knowledge management, the impact of AI agents and the broader implications of AI. They also talk about Glean’s product evolution, competition landscape and pricing model.

Find this and other Bloomberg Intelligence podcasts at BI PODCASTS .

It can be difficult to manage people via email or to coordinate work using spreadsheets or documents, raising the need for a “collaboration layer” such as that offered by Asana, Chief Product Officer Alex Hood tells Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, he joins Sunil Rajgopal, senior software analyst at BI, to discuss the AI-fueled changes to the work-management products, the impact of those changes on competition and the importance of scale. They also talk about Asana’s product evolution, AI agents and monetization models. 

Andi Gutmans, VP and general manager of Databases at Google, said customers who house information in enterprise-grade databases — durable, reliable and secure — don’t want to move it around. As such, Google worked to bring AI capabilities into their existing databases. Gutmans sits down with Bloomberg Intelligence Senior Technology AnalystMandeep Singhto talk about the impact of large language models and AI agents to the database market. From supporting Google’s family of apps to the rapid growth in enterprise customers for Google Cloud, database infrastructure has been a key part of Google’s infrastructure differentiation.

“The workflow doesn’t go away, but the interface and the capability set of what constitutes a SaaS application is going to be very different than what we see today,” says Chris Young, Microsoft’s executive vice president of business development, strategy and ventures. In this episode of Tech Disruptors, Young joins Bloomberg Intelligence senior technology analyst Anurag Rana in a discussion covering a wide range of topics, from generative AI to cybersecurity to autonomous vehicles. The two examine just what Microsoft is looking for when it makes its investments, as well as what Microsoft itself is doing in many of these topics.

Find this and other Bloomberg Intelligence podcasts at BI PODCASTS .

The cyberthreat environment keeps worsening because more business is being conducted online and nation states are looking to steal secrets and intellectual property, and get into other countries’ infrastructure, according to Zscaler Chairman and CEO Jay Chaudhry. He sits down with Mandeep Singh, senior technology analyst at Bloomberg Intelligence, to talk about the relevance of gen AI to cybersecurity and how the deployment of zero trust is likely to grow with more AI workloads. Chaudhry also discusses the risk of data leakage with enterprise data and his expectations around consolidation for the security space in 2025. The US Treasury cyberattack took place in late December, a week after we recorded this episode.

This is the year that AI will break through to drive company productivity and in what’s becoming a Tech Disruptors annual tradition, tech luminary and former Cisco CEO John Chambers sits down with Bloomberg Intelligence tech analyst Woo Jin Ho to share his key themes for 2025 that could weigh on the technology sector and on investors’ minds. John zeros in on his latest thoughts on AI, security, India and the tech IPO/M&A landscape.

For selecting generative-AI strategy, “there’s usually four drivers before you get into the use case: domain accuracy, efficiency, cost effectiveness and, of course, deployment preferences,” says Satish Thomas, Microsoft’s corporate vice president of business and industry solutions. In this episode of Tech Disruptors, Thomas sits down with Bloomberg Intelligence senior technology analyst Anurag Rana to discuss all the ways in which gen AI is being applied by industries. The two cover the nuances of industry application and how it differs from an out-of-the-box foundational model. This episode also goes over several real-world examples of customers already implementing gen-AI solutions and the steps they took to get there.

“Merchants can bet on Shopify and not worry about falling behind the cutting edge here,” explains the company’s vice president of product, Glen Coates, to Bloomberg Intelligence senior technology analyst Anurag Rana on the latest episode of Tech Disruptors. “We are extremely good at software, so merchants can be really good at what they’re trying to build into their business.” The two delve into a broad range of topics and assess the problems facing merchants, discussing how Shopify addresses such issues in a highly unified and integrated manner. Coates compares the needs of an entrepreneur with those of an enterprise, talking through several product areas, including point-of-sale, logistics, capital lending and generative AI.

US companies are experiencing about 1,800 attacks every week through attempted incursions that are more sophisticated than in years past. Check Point’s chairman and co-founder Gil Shwed discusses the outlook for cybersecurity in 2025 with Mandeep Singh, senior technology analyst at Bloomberg Intelligence. Firewalls, hyperscaler cloud capex, CrowdStrike’s mid-year IT outage, US elections, data security for large language model deployments and potential consolidation are some of the topics that were discussed.