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Amazon CSO on Developing Cybersecurity Built for the Gen-AI Age
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“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.
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Content provided by Magnus Henriksson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Magnus Henriksson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
“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.
237 episodes
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1 Microsoft on the Future of the Human-AI Agent Work Environment 42:43
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Play Later Play Later Lists Like Liked“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.…
1 Gusto Scales Up HR-Payroll Software for SMBs 36:06
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Play Later Play Later Lists Like LikedHelping 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.…
1 AWS VP on How AI is Revolutionizing the Contact Center Landscape 44:53
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Play Later Play Later Lists Like Liked“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.…
1 SambaNova on AI Amid Tariff Ups and Downs, LLMs 39:02
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Play Later Play Later Lists Like LikedUS 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.…
1 Altair Pushes Simulation Software Into AI Era 38:23
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Play Later Play Later Lists Like LikedArtificial 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.…
1 Lyft CEO on Ridesharing and Autonomous Vehicles 36:31
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Play Later Play Later Lists Like LikedThere 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.…
1 Amazon CSO on Developing Cybersecurity Built for the Gen-AI Age 46:19
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Play Later Play Later Lists Like Liked“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.…
1 AWS Director on the Path to Fault-Tolerant Quantum Computing 40:01
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Play Later Play Later Lists Like Liked“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.…
1 Workday CTO On the Company’s Nuanced Approach to AI Integration 43:24
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Play Later Play Later Lists Like Liked“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.…
1 DataRobot CEO on Building Domain-Specific AI 48:25
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Play Later Play Later Lists Like LikedAs 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.…
1 Crusoe’s Energy-First Approach to AI Build-Out 50:30
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Play Later Play Later Lists Like LikedThe 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.…
1 Adobe’s President on Mastering the Entire Content Supply Chain 37:22
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Play Later Play Later Lists Like Liked“For every knowledge worker, every business professional, an important element of what they do is creativity,” Anil Chakravarthy, Adobe’s Digital Experience president, tells Bloomberg Intelligence senior technology analyst Anurag Rana. On his third appearance on the Tech Disruptors podcast, Chakravarthy goes in depth on how Adobe is integrating its enterprise marketing tools, along with its creative-application portfolio. Additionally, Chakravarthy discusses the importance of the content supply chain and what has led Adobe’s portfolio to amass over $1 billion in annual recurring revenue.…
1 Salesforce On How Agentforce 2.0, Data Cloud Expand Productivity 45:10
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Play Later Play Later Lists Like Liked“Most customer service reps have five to 20 different tabs open in their browser of all these different systems — it’s the modern equivalent of the swivel chair,” said Salesforce AI’s Adam Evans, executive vice president and general manager. In this episode of the Tech Disruptors podcast, Evans joined Bloomberg Intelligence’s senior technology analyst Anurag Rana for a discussion encompassing several key initiatives Salesforce is developing with data and AI for products such as Agentforce and Data Cloud. Additionally, the two recap the company’s recent partnership with Google Cloud and what Gemini can do for the former’s AI tools.…
1 Grafana on Intersection of Observability, AI 38:54
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Play Later Play Later Lists Like LikedThe infusion of compute-heavy AI across enterprise applications and work flows, growing appetite for real-time business intelligence and more digitization calls for an expansion of compute, storage and networking resources. The growing dependency on digital services and tools likely necessitates ongoing monitoring of the IT value chain to prevent business disruption and reduce time to remediate. These shifts will likely drive demand for platforms like Grafana Labs. In this episode of the Tech Disruptors podcast, Raj Dutt, co-founder and CEO at Grafana, joins Sunil Rajgopal, Bloomberg Intelligence’s senior software analyst, to discuss the impact of DeepSeek, emerging data and large language model-focused observability solutions. They also talk about implications from agentic work flows, future growth paths and competition.…
1 Google Cloud Scale in AI Training, Inferencing 37:33
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Play Later Play Later Lists Like LikedGoogle is an AI-first company, according to Mark Lohmeyer, vice president and general manager of compute and machine learning infrastructure at the company. It has deep expertise in all of the relevant domains customers might need - research, models and finally how they get built into applications and services. Lohmeyer sits down with Bloomberg Intelligence senior analyst Mandeep Singh on this episode of Tech Disruptors to discuss how Google Cloud infrastructure supports the company’s internal apps and external customers. They discuss various aspects of Google Cloud’s AI Hypercomputer and TPUs in supporting Gemini and other large language model training and inference workloads.…
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With AI “you can talk to your data for the first time ever. So you can ask almost any question on almost any amount of information in your enterprise,” Box CEO and Founder Aaron Levie tells Bloomberg Intelligence. The dispersed nature of enterprise information across regions and systems, accentuated by remote working, could drive the case for platforms like Box that allow users to centrally store data securely and then access it anywhere. In this episode of the Tech Disruptors podcast, Levie joins Sunil Rajgopal, BI’s senior software analyst, to discuss enterprise content management landscape, the cloud shift and potential implications from AI and AI-powered digital workers. They also talk about Box’s product ambitions, competition landscape and revenue model. This episode was recorded on Dec 17.…
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1 Northern Data Build-Out of GPU Data Centers 29:28
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Play Later Play Later Lists Like LikedNorthern Data runs “a full customer platform, which offers that groundbreaking Nvidia GPU infrastructure to help bring AI applications to life,” COO Rosanne Kincaid-Smith tells Bloomberg Intelligence. In this episode of the Tech Disruptors podcast, she sits down with BI senior analyst Mandeep Singh to discuss the build-out of GPU data centers in a growing cloud market, and how the company is looking to differentiate vs. hyperscale cloud providers.…
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1 SentinelOne Pivots to LLMs in Endpoint Security 31:55
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Play Later Play Later Lists Like LikedWhat 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.…
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1 Glean CEO On AI-led Democratization of Software 43:00
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Play Later Play Later Lists Like Liked“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 .…
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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.…
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1 Gutmans on Bringing Google AI to Existing Data 44:07
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Play Later Play Later Lists Like LikedAndi 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.…
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1 The Future of Gen AI, Security With Microsoft 43:36
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Play Later Play Later Lists Like Liked“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 .…
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1 Zscaler Sees Cyberthreat Environment Growing 36:39
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Play Later Play Later Lists Like LikedThe 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.…
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1 A View From the Top: Chambers’ 2025 Predictions 44:41
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Play Later Play Later Lists Like LikedThis 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.…
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1 Microsoft Industry Uses Take AI to Next Level 39:40
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Play Later Play Later Lists Like LikedFor 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.…
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1 Shopify’s Product Innovation Continues Apace 50:27
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Play Later Play Later Lists Like Liked“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.…
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1 Check Point’s Shwed on Cybersecurity Outlook 36:11
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Play Later Play Later Lists Like LikedUS 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.…
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1 Salesforce Chief Scientist on the Ingredients for Effective AI 42:26
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Play Later Play Later Lists Like LikedAs AI moves toward agentic systems capable of performing tasks with minimal human intervention, guardrails setting boundaries and human verification of potentially unsafe output become crucial for enterprise applications, according to Salesforce executive vice president and chief scientist Silvio Savarese. In this episode of Tech Disruptors, Savarese and Bloomberg Intelligence senior technology analyst Anurag Rana take an in-depth look at the differences between gen-AI assistants and the agents, which the company announced at its Dreamforce 2024 conference. Other topics include the application of small vs. large language models, enterprise AI vs. that for the general public and security.…
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1 ClickUp CEO on Work Platforms for an AI World 48:47
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Play Later Play Later Lists Like LikedEnterprise 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.…
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1 Datastax CEO on Tuning Databases for LLM World 36:16
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Play Later Play Later Lists Like LikedDatastax’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.…
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