Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Grafana on Intersection of Observability, AI
Manage episode 471344668 series 3442174
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.
The 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.
245 episodes
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Manage episode 471344668 series 3442174
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.
The 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.
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Tech Disruptors
1 DigitalOcean CEO on Navigating AI Cloud in a Sea of Hyperscalers 50:57
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Play Later Play Later Lists Like Liked“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.…
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Tech Disruptors
1 How Motorola Solutions Is Building Smarter Safety With AI 51:53
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Play Later Play Later Lists Like LikedGenerative 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.…
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Tech Disruptors
1 JPMorgan CIO on How the Global Bank is Approaching Generative AI 48:48
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Play Later Play Later Lists Like Liked“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.…
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Tech Disruptors
1 Qualys CEO on Cybersecurity Risk Environment 47:36
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Play Later Play Later Lists Like Liked“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.…
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Tech Disruptors
1 Beyond Big Chips: Cerebras on Inference and AI 39:43
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Play Later Play Later Lists Like Liked“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.…
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Tech Disruptors
1 Qualtrics CEO on How AI Agents Are Changing Experience Management 40:26
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Play Later Play Later Lists Like Liked“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.…
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Tech Disruptors
1 Google Code Assistant and Developer Workflows 50:54
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Play Later Play Later Lists Like LikedFrom 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.…
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Tech Disruptors
1 Google Cloud CTO on LLM Demand Surge, Use Cases 37:48
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Play Later Play Later Lists Like LikedSince 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.…
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Tech Disruptors
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.…
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Tech Disruptors
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.…
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Tech Disruptors
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.…
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Tech Disruptors
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.…
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Tech Disruptors
1 Altair Pushes Simulation Software Into AI Era 38:23
38:23 Play Later Play Later Lists Like Liked38:23
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.…
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Tech Disruptors
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.…
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Tech Disruptors
1 Amazon CSO on Developing Cybersecurity Built for the Gen-AI Age 46:19
46:19 Play Later Play Later Lists Like Liked46:19
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.…
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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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