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.
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Zero is about the tactics and technologies taking us to a world of zero emissions. Each week Bloomberg’s award-winning reporter Akshat Rathi talks to the people tackling climate change – a venture capitalist hunting for the best cleantech investment, scientists starting companies, politicians who have successfully created climate laws, and CEOs who have completely transformed their businesses. The road to zero emissions has many paths and everyone’s got an opinion about the best route. Liste ...
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How AWS is Building Data Centers for the New Age of Generative AI
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“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 …
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Why Bill Gates is investing big in nuclear power
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Earlier this month, tech billionaire Bill Gates broke ground on a new nuclear plant in Kemmerer, Wyoming– a historic coal town. Gates tells Zero why he hopes the plant, which uses sodium for cooling, rather than water, will be the first of many in the country– no matter who wins this year’s election. “The idea of the US being more energy secure and…
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Vertiv CEO on AI’s Cooling, Power Opportunities
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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 Disruptor…
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Making sense of “compound” climate impacts in a time of global weirding
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We are living through the hottest year on record. That’s not news, but growing climate impacts make bigger and bigger news. At 1.3C of warming beyond pre-industrial levels, people are reckoning with a planetary system that’s out of whack. It’s not like the scientists didn’t see worsening impacts coming, but many of them have been surprised by the f…
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Adobe’s Chakravarthy Takes a Deep Dive into GenStudio, AI Assistant
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“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, Chakravart…
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1Password’s Shiner on B2B Cybersecurity Market
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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 o…
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The 2016 fire that encircled the oil-producing town of Fort McMurray in Alberta, Canada, forced more than 80,000 people to evacuate and left billions of dollars in damage in its wake. It was a disaster of record-breaking proportions, but also an inevitable byproduct of mankind’s obsession with burning fossil fuels. In this episode, John Vaillant, a…
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Seagate Helps Tame the Cloud’s Exabyte Demand
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Seagate’s relentless hard-disk-drive technology innovation has expanded mass-capacity storage solutions over the past several years. Jason Feist, senior vice president of products and markets, sits down with Woo Jin Ho, Bloomberg Intelligence hardware and networking analyst, in this edition of the Tech Disruptor podcast. They discuss the company’s …
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Big Take Asia: Will the world's biggest nuclear power plant get a restart?
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All of Japan's 54 nuclear reactors were shut down after the 2011 earthquake and tsunami. As the country's energy needs soar, debate is heating up over whether to bring the world’s largest nuclear plant back online. In this bonus from The Big Take Asia, host K. Oanh Ha speaks to reporter Shoko Oda about her visit to the Kashiwazaki Kariwa plant and …
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Anthropic’s Kaplan on Making LLMs More Reliable
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Anthropic cofounder Jared Kaplan talks about the nuances of training LLMs and deploying them for enterprise use cases with Mandeep Singh, technology analyst at Bloomberg Intelligence. The use of GPU clusters for training and inferencing, pitfalls related to hallucinations and LLM biases are among the topics discussed in this episode of BI’s Tech Di…
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Over the past 18 months, Tesla has missed its sales goals, seen its share price fall and waded through a series of dramatic decisions from Chief Executive Officer Elon Musk, who cut car prices, fired much of the Supercharger team and announced nebulous plans to release a robotaxi. All of that looks like a pivot away from the original mission of mak…
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Monday.com on Becoming a Multi-Product Work-Management Platform
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Planning, management and collaboration over enterprise workflows has become more complex with a growing stack of enterprise-software tools, distributed work and agile development frameworks, driving demand for robust, single-pane workflow management solutions. In this episode of the Tech Disruptors Podcast, monday.com’s Chief Financial Officer Elir…
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GSK’s Use of AI in Vaccine Tech, Drug Discovery
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GSK’s Chief Digital and Technology Officer Shobie Ramakrishnan discusses how the company is leveraging AI and data models for vaccine development and drug discovery in this episode of Bloomberg Intelligence’s Tech Disruptors podcast. BI’s Health-Care Analyst Sam Fazeli and Technology Analyst Mandeep Singh are hosts.…
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Searching for climate solutions amid the AI hype
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Depending on who you ask, AI is either going to save the world or end it. The technology’s capacity for data-crunching and problem-saving can help predict weather events, making it easier to optimize power grids, prepare for natural disasters and maximize crop output. But artificial intelligence is also energy intensive – and easy to apply to ethic…
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AWS’ Bukovec on Hot Data, Tiering and Gen-AI
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“Every modern business is a data business,” says Amazon Vice President Data Storage Services and Cloud Migration, Mai-Lan Tomsen Bukovec that “will be won or lost on the quality of the data, not the volume.” In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, BI senior technology analyst Anurag Rana talks with Tomsen Bukovec about …
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Amplitude CEO on Digital-Analytics Landscape
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Gleaning intelligence from diverse and disaggregated customer touch points — particularly digital — is crucial for businesses. In this episode of the Tech Disruptors podcast, Spenser Skates, CEO and co-founder at Amplitude, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the digital-analytics landscape, customer-…
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Microsoft wanted to be carbon negative. Then it went big on AI
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Microsoft’s recent push to capitalize on artificial intelligence has made it the world’s most valuable company. But according to new figures, that ambition is coming at the expense of its climate goals. In 2020, the company pledged to be carbon-negative by the end of the decade. Instead, its emissions rose 30% between 2020 and 2023. Microsoft Presi…
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Penguin Solutions Cools Growing AI Infrastructure Complexity
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The rise of artificial-intelligence workloads has pulled forward years of compute, storage and networking-infrastructure technologies, exponentially increasing the complexity in building systems for large enterprises and hyper-scale cloud customers. In this episode of the Bloomberg Intelligence Tech Disruptors podcase, Penguin Solutions (a division…
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Salesforce’s Tableau CEO on Unlocking Data, Democratizing Insights
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“Our job is to unlock data for people, and being able to generate insights from it, whether it’s structured or unstructured, is a big opportunity for customers,” says Tableau CEO Ryan Aytay. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast Aytay and Anurag Rana, BI’s senior technology analyst, discuss trends in data visualization…
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Why the UK’s Conservatives have given up on climate
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After 14 years as a member of Parliament for the UK’s Conservative Party, Chris Skidmore quit the government in January — an act of protest over Prime Minister Rishi Sunak’s decision to allow new oil and gas licenses. Skidmore says the party has lost its way when it comes to climate issues, costing the UK lives, jobs and opportunities for economic …
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Onapsis Focuses on ERP Applications’ Security
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When organizations begin planning to migrate business applications to the cloud, security starts to take the drivers seat, Onapsis Chief Technology Officer Juan Pablo Perez-Etchegoyen says. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Perez-Etchegoyen joins Mandeep Singh, BI technology analyst, to discuss the deployment of s…
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Softbank’s Cassidy on AI Investments in Healthcare
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Softbank Vision Fund’s Director of Life Science and HealthTech John Cassidy discusses his approach to investing in health-care technology in this episode of the Tech Disruptors podcast. Co-hosts Sam Fazeli, Bloomberg Intelligence’s senior pharmaceutical analyst, and Mandeep Singh, BI’s senior tech analyst, also talk with Jason Burch, head of platfo…
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Five years ago, the Green Party celebrated its best-ever results in European elections, ushering in a new era of legislative progress But Covid-19, inflation, supply chain woes and Russia’s war in Ukraine stalled its ambitions. Now, in the face of lagging poll numbers, Dutch Member of European Parliament Bas Eickhout is trying to convince voters th…
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Check Point’s Shwed on What’s Next in Firewalls
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Check Point’s CEO Gil Shwed sits down with Mandeep Singh, Bloomberg Intelligence’s senior tech analyst, in this episode of the Tech Disruptors podcast, to talk about cybersecurity and the future of firewalls as attacks become more sophisticated. They discuss how companies are implementing a modern day SOC (Security Operations Center) and how consol…
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Vultr’s Kardwell on Cloud AI Workloads’ Impact
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The rise of generative-AI workloads has invigorated the cloud-services sector, with AI training and inference emerging as the next growth engine. Privately held provider, Vultr, pivoted early to building out an accelerated compute infrastructure. Vultr CEO J.J. Kardwell sits down with Woo Jin Ho, Bloomberg Intelligence tech analyst, in this Tech Di…
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This bank is turning Africa into a climate investment opportunity
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Africa currently loses between $7 billion and $15 billion a year because of climate change. If that trend continues, the sum could reach $50 billion by 2030. But African Development Bank President Akinwumi Adesina sees a way forward. He describes the financial instruments the bank is using to encourage investors to fund green development projects a…
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Navigating Regulation With Clearwater Analytics
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“Regulatory regimes change every day around the world,” says Clearwater Analytics CEO Sandeep Sahai, explaining one advantage of an investment reporting program that can reflect daily changes. In this episode of the Tech Disruptors podcast Sahai talks with Anurag Rana, Bloomberg Intelligence technology analyst, about how Clearwater is disrupting in…
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C3.ai’s Siebel on the Pull, Pitfalls of AI Ride
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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…
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The slow and painful recovery of the wind industry
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Denmark’s Vestas has been making wind turbines exclusively since 1989 — well before the notion of an energy transition was commonplace. But that foresight hasn’t made for smooth sailing: When Henrik Andersen joined Vestas in 2013 as a board member, the company was deep in debt and shareholders were worried. A decade later, Andersen is CEO and has p…
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Balyasny’s Use of Generative AI in Investing
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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 Mand…
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Nutanix CEO on ‘Hyperconvergence’ Opportunities
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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 Intel…
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How ‘energy islands’ can supercharge offshore wind
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If you've paid much attention to the wind industry lately, the news isn’t great. Building new projects is getting more expensive and getting government permission to do it is taking longer than ever. Even major players like Orsted, Vestas and Siemens are struggling. But it's not all negative — there are still big players winning in wind. One of the…
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Databricks’ Rao on Harnessing AI at Scale
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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 …
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Braze CEO on the Customer Engagement Solution
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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 req…
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How to cut industrial emissions and dodge the valley of death
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Clean energy technologies saw a record influx of investment last year: $1.7 trillion in total. But that still falls short of what’s needed to meet climate goals. With venture capital investment now falling, it’s increasingly difficult for startups to gain traction. Claire Curry, global head of technology, industry & innovation at BloombergNEF, foll…
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Stampli CEO on AI Accounts-Payable Automation
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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, u…
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Globant CEO Migoya on Grabbing Market Share
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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 …
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