Enterprise work-management tools are likely to show dramatic development with growing machine-learning capabilities, more capable foundational models and the potential rollout of AI agents. This could bring opportunities as well as challenges, particularly in a space that’s highly fragmented. In this episode of the Tech Disruptors podcast, ClickUp founder and CEO Zeb Evans joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the shifting landscape of work-management solutions as AI capabilities and tools continue to grow. They examine the impact of the changes on competition, and the importance of scale. They also talk about ClickUp’s product journey, how its solutions differ from peers and potential revenue models.

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. For more insights, register for BI’s gen-AI Nov. 20 conference here. Find this and other Bloomberg Intelligence podcasts at BI PODCASTS .

“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. Click here to register for our event.

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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“Ask the fundamental question: What if your workforce has no limits? This is really now about humans with agents driving customer success together,” Marc Benioff, cofounder and CEO of Salesforce, tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of Tech Disruptors, we sit down with a hallmark leader of the application-software industry to discuss his views on its next evolution with generative-AI agents. Benioff shares his expectations on how humans and AI agents will coexist in the workforce, the commoditization of foundational models, why companies need a central platform for AI and what positions Salesforce well, as one of the largest enterprise-software companies, to deliver secure and knowledgeable generative AI.

As enterprises look to harness data that stems and flows through diverse and dispersed source and end-points, robust practices around storing, processing, access, availability, reliability and security need to be ensured, driving demand for compliance-automation platforms. In this episode of the Tech Disruptors podcast, Drata CEO Adam Markowitz joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the security and compliance-automation product landscape, the potential market opportunity and growing role of AI. The two also talk about Drata’s product journey, go-to-market strategy and customer expansion.

Sanctuary AI, which focuses on providing humanoid robots to automakers, industrial manufacturers and logistics companies, is uniquely positioned because of its “hands-first” approach that approximates human dexterity, says cofounder and chief technology officer Olivia Norton. In this episode of the Tech Disruptors podcast, Norton sits down with Bloomberg Intelligence senior technology analyst Mandeep Singh to discuss the development of humanoid robots and their nexus with gen AI and large language models. 

Unifying the business communication stack from contact center to sales team to business collaboration is Dialpad’s focus. In this episode of the Tech Disruptors podcast, Craig Walker, founder and CEO, speaks about the company’s AI solutions across unified communication as a service, contact centers and conferencing. Walker sits down with Bloomberg Intelligence analyst Niraj Patel and dives into software-spending trends, Dialpad’s customer focus and how the company is position itself in a crowded landscape. Tune in to hear about AI disruption, Dialpad’s large language model that’s built on over 6 billion minutes of long-form conversation, and more.

Mass-scale storage may be ripe for disruption as NAND flash memory plays a bigger role within cloud and corporate IT environments, taking share from more energy-intensive hard disk-based storage arrays. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Pure Storage CEO Charlie Giancarlo sits with BI analyst Woo Jin Ho on the company’s 15-year anniversary to discuss why its technology, software and total cost of ownership can lead to an all-flash storage environment within five years, while it aims to tame the data tsunami to support corporate AI adoption.

The highly distributed, dispersed and dynamic nature of enterprise data fuels demand for robust data-query engines for analytics and to drive intelligence. In this episode of the Tech Disruptors podcast, Starburst CEO Justin Borgman joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the shifting landscape for these products. They examine the future of data solutions, the evolving competitive landscape and developers’ embrace of open-table formats like Apache Iceberg, with Borgman saying this was “the summer of Iceberg.” The two also talk about Starburst’s product journey, competition with Dremio and Snowflake, and corporate IT-spending momentum.

Managing identity access to enterprise data for employees, contractors and now non-human users, which will likely include AI agents, may continue to grow in importance, even as the debate on point products vs. platforms persists. In this episode of the Tech Disruptors podcast, SailPoint CEO Mark McClain joins host and Bloomberg Intelligence senior analyst Mandeep Singh to weigh in on the breadth and depth of identity with cybersecurity. 

Revenue orchestration is emerging as a new software category aimed at guiding best practices in sales to drive repeatable outcomes. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Salesloft’s CEO David Obrand joins Niraj Patel, BI senior software analyst, to discuss the rapidly evolving sales-software stack across organizations, Salesloft’s competitive position and how chief technology officers are managing the “great growth squeeze.”

Automating finance, which spans accounts payable and receivable, payments, spending management and planning for small and medium businesses, remains BILL’s North Star. Rene Lacerte, CEO and founder, spoke about his passion to help SMBs and how BILL lets customers break away from manual processes. In this episode of the Tech Disruptors podcast, Rene sat down with Bloomberg Intelligence analyst Niraj Patel earlier this month to speak about software spending sentiment, the network effect of BILL’s 7-million-plus members, transaction sales’ pull on revenue retention, the convergence of software and payments, AI’s impact and more.

Industry-specific cloud products as Salesforce’s fastest-growing business are seeing steady adoption as customers look for out-of-the-box software solutions and to reduce the total cost of ownership. “I don’t think any company can afford too much customization, so I believe they’re all looking for something that’s fast and purpose-built,” Jeff Amann, executive vice president and general manager of Salesforce Industries, tells Bloomberg Intelligence. In this episode of BI’s Tech Disruptors podcast, Amann sits down with BI senior technology analyst Anurag Rana to discuss how Salesforce is tailoring its products to better fit industry use cases, striving for continued growth regardless of economic conditions. Amann also shares examples in various sectors, and previews some of the 100 AI use cases unveiled at Dreamforce.

Data architecture is core to building robust enterprise applications, and as enterprises focus on harnessing unstructured data, new non-relational database solutions have seen increased adoption. In this episode of the Tech Disruptors podcast, Sahir Azam, chief product officer at MongoDB, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the data-technology landscape, AI-driven refactoring and rewriting of legacy applications and broadening deployment of vector search across the corporate technology stack. The two also talk about MongoDB’s product evolution; competition with Snowflake, Databricks and Oracle; its addressable market; and shifting IT budgets.

“One of the most important elements of copilots going forward is going to be the context you make available to it. Everybody wants a copilot to understand them,” says Microsoft Corporate Vice President of Business and Industry Copilot, Charles Lamanna. Speaking with Anurag Rana, Bloomberg Intelligence’s senior technology analyst, in this Tech Disruptors podcast episode, Lamanna highlights the fundamental construction of copilots, the different models they use, how customers can fine-tune them further in Copilot Studio and how this progresses the company to the vision of a fully autonomous CRM software. The two also discuss automation in the context of the Power Platform and what these technological advancements mean for the future of the software industry.

The reason to bring AI or any other such technology into a company is to drive business outcomes, and Uniphore has delivered these outcomes by packaging AI solutions as software-as-a-service, CEO Umesh Sachdev tells Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, Sachdev joins BI senior technology analyst Mandeep Singh to discuss the AI opportunity with conversational interfaces in large enterprises. They examine contact centers, video conferencing to CRM systems, the growing use cases for customizing and deploying large language models with an application layer.

How long could the strong growth in the physical infrastructure for data centers last? And what about the impact of AI and other emerging technologies? Could that extend the demand cycle for Schneider and industrials peers? In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Peter Herweck, CEO of Schneider Electric, sits down with Omid Vaziri, Bloomberg Intelligence senior industrials analyst, to examine the market opportunities and challenges of Generative AI and data-center rollout, growth expectations and physical limitations. Additionally, they discussed how to futureproof data centers and the energy infrastructure by assuring power availability, its resilience and sustainability.

A race to deliver the fastest AI system is emerging, resulting in a crop of new companies with innovative approaches to AI processing. Cerebras returns to the Tech Disruptors podcast studios to discuss the broadening AI market opportunity for its wafer scale engine (WSE) chip. CEO Andrew Feldman sits down with Bloomberg Intelligence Senior Hardware analyst Woo Jin Ho to discuss the future evolution of AI compute and how Cerebras aims to leverage the WSE-3 processor to better unlock the AI inference market by delivering AI responses 20x faster at one-fifth price of hyperscale cloud.

Businesses are turning to data to build their competitive edge, and AI tools will likely become a core layer of business intelligence and analytics platforms. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ariel Katz, CEO of Sisense, joins Sunil Rajgopal, BI senior software analyst, to discuss the democratization of enterprise analytics and intelligence tools, the shift toward natural language querying and the evolution of related tools. The two also talk about the Sisense Platform, competition in the industry, the addressable market and market consolidation.

AI-fueled product innovation is likely to reset many functions and industries, and companies could look to harness the full power of their data to drive business intelligence. In this episode of the Tech Disruptors podcast, Mike Capone, CEO of Qlik, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss enterprise analytics and intelligence tools, the evolving data-integration and transformation landscape and the potential impacts of AI. The two also talk about the acquisition of Talend, competition in the industry, AI monetization and future product verticals and initiatives. Listen to this episode on Apple Podcasts and Spotify.

Okta CEO Todd McKinnon says clients are increasingly asking about resiliency in identity security — a mission-critical enterprise application — amid the fallout of the CrowdStrike global outage. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, BI tech analyst Mandeep Singh talks with McKinnon about the moats that Okta has carved over Microsoft, consolidation in cybersecurity, the application of generative AI and more

Enterprises implementing AI would likely end up with a combination of their own core specialized models and out-of-the-box frontier solutions, Rafee Tarafdar, Infosys’ Head of Strategic Technology Group said on the Tech Disruptors podcast. Tarafdar and Bloomberg Intelligence’s senior technology analyst Anurag Rana discussed several AI use cases across retail, supply chain, services and operations, as well as essential requirements for enterprises to capitalize on the emerging technology. They also compared large and small language models, talked about on-premise model operations and looked into where the future value of AI lies.

Building responsive and high-powered websites through an intuitive and visual development approach is Webflow’s core strength, with its no-code technology offering broad appeal to marketers and engineers. Vlad Magdalin, co-founder and chief innovation officer, tells Bloomberg Intelligence. Linda Tong, Webflow’s CEO, also shares her thoughts on software-spending trends and customer segmentation in this episode of the Tech Disruptors podcast, Magdalin and Tong sit down with Bloomberg Intelligence analyst Niraj Patel to dive into the details of Webflow’s differentiation and its targeted customer. Hear their insights on the competitive positioning among website builders, Gen AI as a potential disruptor and what product features to expect next from the company.

“Every customer recognizes that it is data that is the fuel that powers AI,” says Arun Ulag, corporate vice president of Microsoft’s Azure Data. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ulag talks with BI senior technology analyst Anurag Rana about how Microsoft has been reorganizing its data management and insights portfolio for customers looking to leverage their data for AI. At the center of this is Microsoft Fabric, the company’s newer software-as-a-service, aimed at delivering a full data and analytics platform all in one. Ulag also discusses the company’s efforts to leverage open data to make its services compatible with third parties outside the Microsoft ecosystem, to provide customers with the widest range of options.

Enterprise information management tools, processes and outcomes are set to evolve with AI and the shift to cloud. In this episode of Tech Disruptors, OpenText CEO and CTO Mark Barrenechea joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the development of the enterprise information management landscape, AI-led product and productivity initiatives and the company’s move to become a SaaS-first business. The two also talk about competition, security products, the demand environment and M&A strategy amid evolving macroeconomic dynamics. 

“Generative AI with a combination of cloud and data is poised to transform every aspect of how organizations operate,” Amazon Web Services Vice President of AI and Data Swami Sivasubramanian says in the latest episode of the Tech Disruptors podcast. Sivasubramanian sits down with Bloomberg Intelligence senior technology analyst Anurag Rana to discuss key developments in data and generative AI, and explores the impact of industry verticals like financial services, health care and media.

Companies’ decision-making is increasingly driven by data, with the quality of that data critical, especially in AI-driven applications. In this episode of the Tech Disruptors podcast, Barr Moses, founder and CEO of Monte Carlo, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the intricacies of data-dependent intelligence and how data-observability solutions can be deployed to proactively monitor, identify and resolve data incidents. The two also talk about importance of data quality and testing tools, Monte Carlo’s platform, its business model, competitive landscape and the importance of trusted data for generative AI use cases.

Helping the consumer tackle the financial marketplace for credit cards, auto loans, mortgages, insurance and other financial products is the value that Credit Karma brings to its over 130 million customers, says Ryan Graciano, co-founder and chief product officer of Credit Karma. In this episode of the Tech Disruptors podcast, Graciano sits down with Bloomberg Intelligence analyst Niraj Patel to explain the company’s technology, product vision and the competitive landscape. Tune in to learn his view on Gen-AI platforms and what’s ahead from Intuit’s Credit Karma.

“Underlying large language models have advanced significantly in the past six months, so that’s allowed us is to start looking at software development in a much more ‘agentic’ approach, where the agent essentially becomes a collaborator with the software developer,” says Deepak Singh, vice president of next-gen developer experience at Amazon Web Services. On this episode of Tech Disruptors, Singh joins Bloomberg Intelligence senior technology analyst Anurag Rana to take a deep dive into the realm of generative-AI chatbots and coding assistants, which the company offers through its Amazon Q service. The two discuss how these gen-AI agents are boosting developer productivity and enticing cloud migration, and how AWS is monetizing this service, both on a seat and a consumption basis.

“Microsoft is making a bet that we’re not going to need a single AI, we’re going to need many different AIs” Sebastien Bubeck, Microsoft’s vice president of generative-AI research, tells Bloomberg senior technology analyst Anurag Rana. In this Tech Disruptors episode, the two examine the differences between a large language model like ChatGPT-4o and a small language model such as Microsoft’s Phi-3 family. Bubeck and Rana account for various use cases of the models across various industries and workflows. The two also compare the costs and differences in compute/GPU requirements between SLMs and LLMs.

The cloud’s need for a high-performing AI infrastructure to support growing large language models has opened a Pandora’s box of performance bottlenecks. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, Ayar Labs CEO Mark Wade and VP of Commercial Operations Terry Thorn sit down with BI hardware and networking analyst Woo Jin Ho to discuss the company’s co-packaged silicon photonics that aims to disrupt conventional AI architectures and leapfrog the current wave of input/output technologies in the rapidly evolving computing market.

Cohere is one of the frontier large-language-model companies focusing on enterprise-use cases to differentiate it from OpenAI GPT, Google Gemini, Meta Llama, Anthropic Claude and Mistral. Cohere co-founder Nick Frosst joins Bloomberg Intelligence senior technology analyst Mandeep Singh to discuss what makes Cohere unique in its approach to model training and deployment. They discuss retrieval augmented generation, tokenization and more.

The workflow-management-solutions sector is evolving fast, yet remains fragmented and likely on the hunt for new revenue models. In this episode of the Tech Disruptors podcast, Thomas Scott, CEO of Wrike, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss how AI tools are used to boost client and internal productivity, the demand environment and the company’s product journey. The two also talk about Wrike’s horizontal market approach, future plans and potential pricing models as compute-intensive AI features and workloads grow.

“On average, a salesperson spends 30-45 minutes after a sales call on processing the sales call,” says Ketan Karkhanis, Salesforce’s executive vice president and general manager of Sales Cloud. In this installment of Tech Disruptors, Karkhanis sits down with Anurag Rana, Bloomberg Intelligence senior technology analyst, to examine the problem of time-consuming and unproductive tasks faced by salespeople, and how Salesforce and its AI solutions can help address this challenge. Additionally, the two discuss the trend of software consolidation, customer evolution on the Salesforce platform and the power of its developer ecosystem.

The rising capabilities of AI and progress in large language models are set to reduce communication barriers posed by language diversity. In this episode of the Tech Disruptors Podcast, Jaroslaw Kutylowski, founder and CEO of DeepL, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss how machine learning is reshaping language translation, along with competing language-translation tools and enterprise adoption. The two also talk about DeepL’s platform makeup, business model and the company’s expansion plans beyond Europe.

AI computing employs GPU/XPU clusters that are growing at unprecedented speeds, as well the bandwidth and power requirements of networks to support them. Near Margalit, Broadcom’s vice president and general manager of the Optical Systems Division, sits down with Bloomberg Intelligence’s senior semiconductor analyst Kunjan Sobhani in this Tech Disruptors podcast episode to discuss Broadcom’s innovations in optical networking, specifically on the role of its co-packaged optics (CPO) and how it could emerge as preferred solution for solving the bandwidth, power and cost challenges of AI infrastructure.

The readiness of companies’ data for AI use cases will be critical to their innovation and market leadership. In this episode of the Bloomberg Intelligence Tech Disruptors podcast, Precisely CTO Tendü Yoğurtçu and BI’s senior technology analyst Sunil Rajgopal discuss data integration, data quality, location intelligence and data-enrichment tools, and their roles in enterprise intelligence and decision-making. Yoğurtçu zeroes in on the data requirements needed to efficiently integrate generative-AI solutions, the data-integration tools landscape and how Precisely differs from the competition.

“We’re seeing a big increase in GPU capacity demands and we expect the data centers over the next couple of years will need to support higher power densities giving us the ability to run very large clusters of GPUs,” says AWS Global Data Centers VP Kevin Miller. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Miller talks with BI senior technology analyst Anurag Rana about all things cloud infrastructure, including data-center demand for AI, the timeline to construct new centers, the differences in the stress that training and inferencing place on the hardware and ways in which AWS is keeping the environment in mind as they approach their 2040 goal of carbon neutrality.

Expanded artificial-intelligence workloads are raising the power and cooling requirements of data centers, with individual rack consumption predicted to increase by 10x compared with traditional compute. Vertiv is a market-leading provider of UPS, liquid cooling and switchgear solutions catering to these needs. In this episode of the Tech Disruptors podcast, Vertiv CEO Giordano “Gio” Albertazzi sat down with Bloomberg Intelligence analysts Mustafa Okur and Woo Jin Ho to discuss the opportunities and challenges in the data-center infrastructure market.

“We see a lot more focus on digital-first, whether you’re thinking of branding, social, advertising and so on. Everyone is thinking of digital first,” Adobe’s president of Digital Experience Anil Chakravarthy explains to Bloomberg Intelligence senior technology analyst Anurag Rana. On his second appearance on the Tech Disruptors podcast, Chakravarthy homes in on new products GenStudio and Acrobat AI Assistant. Together, he and Rana explore how these tools leverage AI, fit into the company’s broader portfolio and can lighten the workload at Adobe’s customers and partners.

1Password has evolved from a consumer service to a B2B provider as passwords remain one of the points of vulnerability for cyberattacks. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, 1Password’s CEO Jeff Shiner and BI’s Mandeep Singh talk about the integration of 1Password with other cybersecurity vendors including Okta and other single-sign on and multifactor authentication (MFA) players focused on identity and device security.