Tech Disruptors podcast

Player FM - Internet Radio Done Right

12 subscribers

تمت الإضافة منذ قبل two أعوام

المحتوى المقدم من Magnus Henriksson. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Magnus Henriksson أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Biscuits & Jam

1
Shuai Wang’s Journey from China to Charleston 38:30

منذ 3 أيام38:30

التشغيل لاحقا

قوائم

إعجاب

احب

38:30

Chef Shuai Wang was the runner-up on the 22nd season of Bravo’s Top Chef and is the force behind two standout restaurants in Charleston, South Carolina—Jackrabbit Filly and King BBQ—where he brings together the flavors of his childhood in Beijing and the spirit of the South in some pretty unforgettable ways. He grew up just a short walk from Tiananmen Square, in a tiny home with no electricity or running water, where his grandmother often cooked over charcoal. Later, in Queens, New York, his mom taught herself to cook—her first dishes were a little salty, but they were always made with love. And somewhere along the way, Shuai learned that cooking wasn’t just about food—it was about taking care of people. After years working in New York kitchens, he made his way to Charleston and started building something that feels entirely his own. Today, we’re talking about how all those experiences come together on the plate, the family stories behind his cooking, and what it’s been like to share that journey on national TV. Learn more about your ad choices. Visit podcastchoices.com/adchoices…

Tech Disruptors

Feed

Tech Disruptors by Bloomberg Intelligence features conversations with thought leaders and management teams on disruptive trends. Topics covered in this series include cloud, e-commerce, cybersecurity, AI, 5G, streaming, advertising, EVs, automation, crypto, fintech, AR/VR, metaverse and Web 3.0. This podcast is intended for professional investors only. It is being prepared solely for informational purposes only and does not constitute an offer or investment advice.

256 حلقات

#Tech #Trading #Business #Magnus Henriksson

Tech Disruptors

12 subscribers

updated منذ يوم واحد

Feed

256 حلقات

#Tech #Trading #Business #Magnus Henriksson

كل الحلقات

1
Roblox CEO Baszucki on AI, 3D, Stable Coins 37:36

منذ 1 day37:36

37:36

Roblox CEO Dave Baszucki said an immersive 3D co-experience is going to form the future foundation for how people communicate, connect, shop, learn and play together — even how they experience entertainment. Gaming has always been at the forefront of 3D communication. Baszucki joins Bloomberg Intelligence’s head of technology research, Mandeep Singh, to discuss the use of AI in gaming, infrastructure, engagement and content safety among other topics. They also cover changes to the Roblox platform and the evolution of the virtual economy, including the adoption of stablecoins.…

1
Scale Out to Scale Up in Broadcom’s AI Network 37:37

منذ 3 أيام37:37

37:37

“AI is a distributed system — and the network is the computer,” says Ram Velaga, senior vice president of Broadcom’s Core Switching Group. In this episode of Tech Disruptors, Velaga joins Bloomberg Intelligence’s Kunjan Sobhani to explain how Ethernet is expanding from scale-out AI networking into the scale-up domain, challenging proprietary solutions like NVLink and Infiniband. The discussion covers Broadcom’s Tomahawk 6 and Ultra product lines, its open SUE spec, and why simplicity, bandwidth and vendor neutrality may shape the next generation of AI infrastructure.…

1
Snyk CEO Talks About Security for Coding Tools 42:09

منذ 10 أيام42:09

42:09

The current phase of software development is probably the most insecure era ever — there’s so much more application and code that’s vulnerable, according to Snyk CEO Peter McKay. “It was a struggle for security teams to keep up with the pace of software development prior to generative AI, and now with generative and copilot and Windsurf and all the tools that are out there, you know, they’re moving even faster and security is struggling to keep up.” McKay joins Bloomberg Intelligence’s head of technology research, Mandeep Singh, to discuss the application of large-language models for securing the use of tools, including Cursor and Github copilots. He also talks about the addressable market for DevSecOps (the development, security and operations approach), potential automation driven by AI and Snyk’s acquisitions for both talent and product features as the attack surface expands in cybersecurity.…

1
Upwork Rides Wave of Freelancers, Talent Demand 30:57

منذ 15 يومًا30:57

30:57

Helping knowledge workers and businesses connect in a work marketplace is Upwork’s central mission. A new wave of freelance workers is disrupting typical hiring channels and helping enterprises fill their talent and skills gaps. In this Tech Disruptors podcast episode, Upwork CEO and President Hayden Brown sits down with Bloomberg Intelligence analyst Niraj Patel to outline the company’s product suite, approach to over 830,000 customers and changing dynamics of work. She discusses its core offering, investments for the enterprise segment and recently launched AI agent, UMA. Listen in to learn about the movement of global freelancers, which number over 250,000 globally, and the sea changes underway in filling the demand for AI talent.…

1
Intersect Power and AI Data-Center Scaling 37:59

منذ 17 يومًا37:59

37:59

The tech DNA is what’s missing in the power industry, according to Intersect Power CEO Sheldon Kimber. “The fastest-growing technology the world has ever seen is now basically stuck behind one of the most boring and least innovative industries in the world.” In this episode of the Tech Disruptors podcast, Kimber joins Bloomberg Intelligence’s head of technology research, Mandeep Singh, to discuss power needs tied to AI data centers and the infrastructure build-out by hyperscalers. They also cover power needs for training vs. inferencing, the various sources of power and how it’s stored for maximum efficiency, and being a disruptor in a field that can’t always wait for the government to upgrade the transmission system.…

1
Vercel COO on Scaling the AI-Native Web Stack 44:26

منذ 23 يومًا44:26

44:26

Front-end development is rapidly evolving, driven by large-language models, agentic workflows and serverless architecture — enabling smarter, scalable apps and blurring front- and back-end boundaries. In this episode of the Tech Disruptors podcast, Vercel’s Chief Operating Officer Jeanne DeWitt Grosser joins Bloomberg Intelligence senior analyst Sunil Rajgopal to discuss the company’s go-to-market strategy, enterprise growth and revenue expansion. They also explore Vercel’s core offerings — ranging from managed infrastructure to developer collaboration tools and AI-native application development. The conversation highlights how Vercel is powering AI workloads through custom code-correction models, infrastructure upgrades and rapid prototyping with v0, while expanding globally to support both technical and non-technical users.…

1
Juniper Networks Moves Ahead in AI 38:30

منذ 24 يومًا38:30

38:30

While the tech world watches Hewlett Packard Enterprise’s proposed acquisition of Juniper Networks unfold, Juniper is still moving ahead. CEO Rami Rahim joins Bloomberg Intelligence’s Woo Jin Ho to unpack how Juniper is seizing the AI moment and driving market-share gains with cutting-edge innovations like 800G AI switching and Mist AI. From cloud data centers to campus networks, discover how Juniper is redefining leadership in AI infrastructure and network automation.…

1
Vertiv CEO on Futureproofing AI Data Center Power, Cooling Needs 51:23

منذ 29 يومًا51:23

51:23

Data centers that are being designed today will need to accommodate IT technology of the future and remain viable during their 15-20-year life cycle. In this episode of Tech Disruptors, Vertiv CEO Giordano Albertazzi and Bloomberg Intelligence’s senior industrials analyst Mustafa Okur talk about the evolving power and cooling needs of data centers and whether a changing use case from training AI models to inference may reduce infrastructure equipment demand. They also discuss the next wave for data-center infrastructure demand, how the next upgrade cycle could be different and when liquid cooling might become the dominant category in heat rejection.…

1
Stack Overflow CEO on Dev Tools in the AI Era 44:42

منذ 4 weeks44:42

44:42

Stack Overflow has long been the go-to platform for developers to learn, collaborate and solve coding challenges. In this Tech Disruptors episode, Bloomberg Intelligence senior analyst Sunil Rajgopal speaks with Stack Overflow CEO Prashanth Chandrasekar on how generative AI is reshaping developer workflows and platform strategy. They discuss the company’s pivot toward enterprise use cases, including private knowledge sharing, agentic AI integration and data licensing. The conversation also explores major partnerships with AI and cloud providers and Stack Overflow’s evolving role in a rapidly changing developer ecosystem.…

1
Akamai CEO on Tapping Security, Compute Growth 32:46

منذ 5 weeks32:46

32:46

Akamai, a leading content delivery network (CDN) provider, has countered a decline in its CDN business by expanding into security and compute services, which offer much higher growth. These areas may expand at a double-digit rate over the next 3-5 years, with their combined revenue accounting for over two-thirds of sales and 100% of the company’s growth. In this episode of the Tech Disruptors podcast, CEO Tom Leighton discusses the latest trends in these segments with Bloomberg Intelligence’s John Butler. He touches on how these products are shaping Akamai’s future growth and strategy. The conversation also covers recent moves to stabilize growth in the CDN business, along with an exploration of how AI is emerging as a new opportunity.…

1
Pegasystems CEO on Rebuilding Workflows With AI 47:31

منذ 5 weeks47:31

47:31

Enterprise software is evolving as generative AI enables smarter ways to build and run business processes. In this Tech Disruptors episode, Bloomberg Intelligence senior analyst Sunil Rajgopal speaks with Pegasystems CEO Alan Trefler on how tools like Blueprint and agentic workflows help modernize legacy systems and boost productivity. They discuss the company’s recurring software-as-a-service revenue, customer verticals and how its low-code roots power its AI strategy. Trefler also shares his views on the evolving competitive landscape, future product strategy, and scale ambitions.…

1
DigitalOcean CEO on Navigating AI Cloud in a Sea of Hyperscalers 50:57

منذ 6 weeks50:57

50:57

“When you talk about inferencing, you have a real application. The application has data. The application has compute. The application needs to interface with other third-party applications. So, you need a full general-purpose cloud to coexist with a GPU cloud to power inferencing application at scale,” DigitalOcean CEO Paddy Srinivasan tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of Tech Disruptors, the two discuss DigitalOcean’s edge as a digitally-native cloud service provider in a market served largely by the three hyperscalers. In this conversation, Srinivasan also touches upon the company’s differentiated approach to capital spending, AI inferencing vs. training and which pockets still have a good growth runway.…

1
How Motorola Solutions Is Building Smarter Safety With AI 51:53

منذ 6 weeks51:53

51:53

Generative AI has changed how humans and systems interact, and the science of human-computer interaction is now really the science of human-AI interaction, says Motorola Solutions EVP & CTO Mahesh Saptharishi. He joins Bloomberg Intelligence tech analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to share how his company is building AI into its hardware and software to unlock new capabilities, while putting guardrails in place to ensure responsible use. Its AI for public safety, Assist, is designed to boost productivity and bring automation, situational awareness and real-time insights to first responders, where every second matters.…

1
JPMorgan CIO on How the Global Bank is Approaching Generative AI 48:48

منذ 7 weeks48:48

48:48

“Agent-to-agent interactions are very different than traditional system-to-system interactions, and so there’s a huge uplift we’re thinking about today that we need to be there to get to that truly agentic autonomous world,” says Lori Beer, chief information officer of JPMorgan Chase. In this episode of Tech Disruptors, Beer sits down with Bloomberg Intelligence senior banking analyst and research director Alison Williams and BI senior technology analyst Anurag Rana to discuss technology progress and the challenges facing the global financial institution. This episode covers the ways JPMorgan is pursuing automation and AI while taking into consideration aspects such as cloud vs. on premise, cybersecurity and buy vs. build.…

1
Qualys CEO on Cybersecurity Risk Environment 47:36

منذ 9 weeks47:36

47:36

“How do you move the industry from what I call attack surface management to risk surface management?” Qualys CEO Sumedh Thakar asks Bloomberg Intelligence’s senior technology analyst, Mandeep Singh. “Just because something is attackable doesn’t mean that it actually has a risk of a loss to you.” In this episode of Tech Disruptors, Thakar and Singh sit down to discuss Qualys’ history in vulnerability management, the transition of the virtual-machine sector to more comprehensive risk-management solutions, competitive dynamics and the impact of AI and large language models on cybersecurity.…

Tech Disruptors

1
Beyond Big Chips: Cerebras on Inference and AI 39:43

منذ 9 weeks39:43

39:43

“We want every layer — chip, system, software — because when you own the stack you can outrun a GPU cluster by 40-70x,” Cerebras CEO Andrew Feldman says. In this episode of Tech Disruptors, Cerebras returns to the Bloomberg Intelligence podcast studios as Feldman joins Bloomberg Intelligence’s Kunjan Sobhani and Mandeep Singh to explain the progress from “biggest chip” to “fastest inference cloud.” Feldman unpacks the WSE-3 upgrade, six new data-center builds and fresh Meta and IBM deals that aim to deliver sub-second answers at a fraction of GPU cost, plus Feldman’s views on scaling laws, synthetic data and the looming power crunch.…

Tech Disruptors

1
Qualtrics CEO on How AI Agents Are Changing Experience Management 40:26

منذ 10 weeks40:26

40:26

“What we’re finding is that greater customer experience is particularly critical when you have more uncertainty in any particular market,” explains Qualtrics CEO Zig Serafin to Bloomberg Intelligence senior technology analyst Anurag Rana, “What’s interesting is if you hone in on understating what drives your customer behavior, that usually brings more stability to uncertainty.” In this episode of Tech Disruptors, Serafin and Rana sit down to discuss Qualtrics’ history in customer experience (CX), autonomous AI agents in CX, and the data that underpins its AI-use cases.…

Tech Disruptors

1
Google Code Assistant and Developer Workflows 50:54

منذ 10 weeks50:54

50:54

From Microsoft to GitHub and now Google, Ryan J. Salva, who leads product management for developer tools and operations at Google Cloud, has spent over 20 years working in software development. He sits down with Bloomberg Intelligence senior analyst Mandeep Singh to discuss the evolution of coding agents, Google’s coding assistant and how the new tools and capabilities could make it easy to migrate old code and change developers’ workflows.…

Tech Disruptors

1
Google Cloud CTO on LLM Demand Surge, Use Cases 37:48

منذ 11 weeks37:48

37:48

Since last year, Google has had 40x growth in Gemini use on its Vertex AI platform, highlighting the pace of demand in AI, says Will Grannis, chief technology officer of Google Cloud. In this episode of Tech Disruptors, Grannis sits down with Bloomberg Intelligence senior analyst Mandeep Singh to talk about the variety of use cases with large-language-model deployments. They discuss the company’s Ironwood TPU launch to give an end-to-end stack perspective around inferencing workloads, and what it means for cloud demand.…

Tech Disruptors

1
Microsoft on the Future of the Human-AI Agent Work Environment 42:43

منذ 11 weeks42:43

42:43

“The average knowledge worker is interrupted every two minutes during work hours,” according to Microsoft Chief Marketing Officer Jared Spataro. “You’re getting an email, a meeting kind of request, a chat coming in, and if you do the math, that’s 275 times a day.” On this episode of Tech Disruptors, Spataro joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana to discuss emerging trends in the way employees work and how AI is already changing the game. The two define the “Frontier Firm” and discuss why this is a big year for such organizations. They also talk about the introduction of new research and analyst AI agents and the future of head count and staffing needs.…

Tech Disruptors

1
Gusto Scales Up HR-Payroll Software for SMBs 36:06

منذ 12 weeks36:06

36:06

Helping small businesses manage all things human resources — payroll, benefits, tax compliance and employee onboarding — is Gusto’s central focus, which presents unique challenges given the fragmented customer base. Chief Technology Officer Mike Tria outlines the company’s product-portfolio suite and the evolution of the human-capital management industry over the past 10 years from a technology angle. In this Tech Disruptors podcast episode, BI analyst Niraj Patel sits down with Tria to discuss Gusto’s appeal across small and medium-sized business (SMBs), the leverage of its technology infrastructure (Ruby on Rails) to scale up for asynchronous workloads, the software ecosystem, its “Gus” AI solution and more.…

Tech Disruptors

1
AWS VP on How AI is Revolutionizing the Contact Center Landscape 44:53

منذ 13 weeks44:53

44:53

“I think people should stop thinking about contact centers as a thing that is sort of about being responsive and reactive, and instead, really how do we fundamentally change the way you think about the way you talk to customers,” says Pasquale DeMaio, Amazon Web Services’ vice president of Amazon Connect. “In that sense, I think the status quo is really our competition.” In this episode of the Tech Disruptors podcast, DeMaio and Anurag Rana, Bloomberg Intelligence’s senior technology analyst, touch on several pressing topics related to contact center-as-a-service, among them being AI automation, data integration challenges and the shifts in enterprise and end-user expectations for customer service.…

Tech Disruptors

1
SambaNova on AI Amid Tariff Ups and Downs, LLMs 39:02

منذ 13 weeks39:02

39:02

US tariffs won’t change the cyclical journey in tech, with artificial intelligence set to be the dominant force for years to come the same way the Internet was, according to Rodrigo Liang, CEO of SambaNova, which builds AI hardware and software platforms. Liang joins Bloomberg Intelligence’s analyst Mandeep Singh on the Tech Disruptors podcast to discuss SambaNova’s cloud’s differentiation for inferencing workloads. They also talk about the demand for AI infrastructure, adoption of open-source large-language models and focus on power efficiency as AI compute remains scarce.…

Tech Disruptors

1
Altair Pushes Simulation Software Into AI Era 38:23

منذ 14 weeks38:23

38:23

Artificial intelligence is opening up new possibilities for computer simulation, offering lower costs and expedited processes in manufacturing, pharmaceuticals, financial services, energy and other industries. In this episode of the Tech Disruptors podcast, Jim Scapa, founder and former CEO of Altair, speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s portfolio expansion and broader customer reach beyond these verticals. He discusses the major consolidation drivers in simulation technology that have fueled recently announced M&A, including Siemens-Altair. Scapa offers his insight on Altair’s unique pricing model, differentiators among simulation-software technologies, customer retention, the impact of third-party generative-AI models, instantaneous design and simulation enabled by AI technology, and more.…

Tech Disruptors

1
Lyft CEO on Ridesharing and Autonomous Vehicles 36:31

منذ 14 weeks36:31

36:31

There has been a buildout of platforms for various marketplace sectors in the past 15 years, though ridesharing essentially remains a duopoly. Lyft’s CEO David Risher talks to Bloomberg Intelligence’s senior tech analyst Mandeep Singh about the ridesharing marketplace in this episode of Tech Disruptors. David also discusses the company’s positioning in the autonomous-vehicle segment and his views on the technology, alliances and challenges involved in scaled adoption.…

Tech Disruptors

1
Amazon CSO on Developing Cybersecurity Built for the Gen-AI Age 46:19

منذ 15 weeks46:19

46:19

“Security is not a technology problem; security is a people and culture problem,”Amazon.com Chief Security Officer Steve Schmidt tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of Tech Disruptors, Schmidt discusses how enterprises should be thinking about all things cybersecurity, ranging from vendor assessment, permissioning, auditing and compliance and regulatory reporting. Additionally, the two go over how AI is affecting security and changing the behavior of bad actors, especially amid a shortage of cybersecurity professionals.…

Tech Disruptors

1
AWS Director on the Path to Fault-Tolerant Quantum Computing 40:01

منذ 15 weeks40:01

40:01

“The metric that we need to keep an eye on is the number of qubits,” Simone Severini, Amazon Web Services’ director of Quantum Technologies, tells Bloomberg Intelligence senior technology analyst Anurag Rana. Also important “is the quality of the qubits and the way people try to scale,” he says. On this episode of Tech Disruptors, Severini and Rana discuss the basics of quantum computing and how qubits differentiate themselves from their classical counterparts. Additionally, the two go over several potential use cases for the technology and the time line to fault tolerance.…

Tech Disruptors

1
Workday CTO On the Company’s Nuanced Approach to AI Integration 43:24

منذ 16 weeks43:24

43:24

“You manage your workforce in a system like Workday; you have to do that with your digital workforce as well,” Workday Chief Technology Officer Jim Stratton says as he breaks down the company’s thinking behind its recently released Agent System of Record. In this episode of Tech Disruptors, Stratton joins Bloomberg Intelligence senior technology analyst Anurag Rana to discuss generative AI in HR and financial software and the different approach Workday is taking from peers in areas such as AI agent integration and monetization.…

Tech Disruptors

1
DataRobot CEO on Building Domain-Specific AI 48:25

منذ 17 weeks48:25

48:25

As enterprises across industries seek to leverage artificial intelligence in their workflows, demand is mounting for specialized models designed for specific tasks and verticals, creating new opportunities for companies that manage the entire AI life cycle, such as DataRobot. In this episode of the Tech Disruptors podcast, the company’s CEO, Debanjan Saha, joins Bloomberg Intelligence Senior Software Analyst Sunil Rajgopal to discuss the evolving AI-solutions landscape, the importance of predictive analytics and the value of being cloud-agnostic and on-premises-friendly. They also cover DataRobot’s revenue model, the future of enterprise apps and the competitive dynamics of the AI space.…

Tech Disruptors

1
Crusoe’s Energy-First Approach to AI Build-Out 50:30

منذ 17 weeks50:30

50:30

The sharp rise of AI workloads and larger parameter-training models needs a new type of data center — one that can support the size, power and cooling needed for 100,000 GPU AI server clusters. Crusoe co-founder and CEO Chase Lochmiller sits down with Bloomberg Intelligence analyst Woo Jin Ho to discuss how Crusoe’s vertically integrated, energy-first focus toward data-center infrastructure and its ability to identify regional sites has given Crusoe an edge in the AI build-out race.…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.