Machine learning is expanding the use of predictive analytics across all industries, and C3.ai’s software offerings made it well prepared for this moment of broad generative-AI adoption, says CEOThomas Siebel. In this episode of theTech Disruptors Podcast, Siebel joins hostSunil Rajgopal, Bloomberg Intelligence’s senior software analyst, to discuss how developments in machine learning are reshaping businesses and industries as well as the opportunities and complexities of large-language models. The two also talk about C3.ai’s shifting business model and the company’s leadership pipeline.

The use of generative AI and large language models has accelerated in money management the past 12 months, opening up “endless” possibilities for companies such as Balyasny Asset Management, says Charlie Flanagan, the firm’s head of applied AI. In this episode of the Tech Disruptors podcast, Flanagan joins Bloomberg Intelligence senior analyst Mandeep Singh to discuss the impact and potential of generative AI for investing-related workflows. The conversation ranges from productivity enhancement for investment professionals and developers to large-language-model hallucinations. They also examine issues around GPU supply constraints and automation.

IT customers are scrutinizing their purchases more carefully than they had in the past, but they’re still spending because modernization and the digital transformation are critical for these companies, says Nutanix CEO Rajiv Ramaswami. In this episode of the Tech Disruptors podcast, Ramaswami returns to the studio and sits down with Bloomberg Intelligence senior analyst Woo Jin Ho to provide an update on the growing opportunities in so-called hyperconverged infrastructure. They also discuss the disruptive ripple effects for the industry of the Broadcom-VMware M&A, Nutanix’s strategic partnership with Cisco and generative AI.

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.

One of the critical components of the software value chain is resiliency, or how quickly a system can recover with the fewest people affected or noticing, says PagerDuty Chief Technology Officer Tim Armandpour. He joins Sunil Rajgopal, Bloomberg Intelligence’s senior software analyst, to discuss the IT operations landscape, key changes in incident-response software and the importance of integration with the broader software value chain, including observability and IT-service software platforms. The two also discuss the potential impacts of artificial intelligence, focusing on demand dynamics and potential opportunities.

Coupling AI with more complex workflows is where companies such as Canva can differentiate themselves, Cameron Adams, co-founder and chief product officer of the graphic-design platform, tells Bloomberg Intelligence. In his second appearance on BI Tech Disruptors, Adams joins senior technology analyst Anurag Rana for a conversation on innovations in AI and how the technology is shaping privacy and copyright concerns. Additionally, they discuss how Canva is trying to create value across its 170 million customers and drive greater usage through additional features.

Vaccine-maker Moderna is also a data company, and that’s enabling it to use AI to drastically reduce drug-development times, Chief Information Officer Brad Miller tells Bloomberg Intelligence’s Sam Fazeli and Mandeep Singh. This episode of the Tech Disruptors podcast looks at a wide range of related topics, from the use of mRNA technology, to applying data for speeding up R&D for rare diseases. The discussion also touches on the deployment of generative AI across different parts of the Moderna platform tech stack.

Cato Networks is looking to challenge network security incumbents including Palo Alto Networks and Fortinet by deploying its Secure Access Service Edge (SASE) platform offering to enterprise customers. In this episode of the Tech Disruptors podcast, CEO Shlomo Kramer sits down with Bloomberg Intelligence senior analyst Mandeep Singh to talk about the convergence of point products such as secure web gateway, SD-WAN and endpoint detection with a SASE approach.

Vast Data is quickly reshaping the AI-infrastructure providers landscape by breaking down the silos of structured and unstructured data to reach smarter generative-AI results. In this Tech Disruptors podcast, Vast CEO Renen Hallak speaks with Woo Jin Ho, Bloomberg Intelligence hardware and networking analyst, about how its differentiated storage approach has allowed it to move up the AI stack to the data layer and possibly to compute, resulting in several high profile customer wins and a multibillion valuation.

Enterprise data architecture is highly complex, databases deeply fragmented and demand for high-speed information flows continues to grow. In this edition of the Tech Disruptors podcast, SingleStore CEO Raj Verma joins Sunil Rajgopal, Bloomberg Intelligence senior software analyst, to discuss the convergence of transactional and analytical databases, enterprises’ need for real-time data and analytics and the changing competitive landscape. The two also talk about potential impacts of AI on productivity, the job market and the company’s long-term ambitions.

Automating the collection of dispersed, divergent and disjointed pools of enterprise data on to a single repository to drive analytics and build applications remains complex. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, Fivetran cofounder and COO Taylor Brown joins Sunil Rajgopal, BI’s senior software analyst, to discuss the evolution of data integration and management platforms in light of the explosion in enterprise data and shift to the Cloud. They also talk about product differentiation against rival platforms such as Informatica, potential disruption from Zero ETL initiatives and AI and overall market prospects.