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SentinelOne Pivots to LLMs in Endpoint Security
Manage episode 463458283 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.
What 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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Manage episode 463458283 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.
What 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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Tech Disruptors
1 Qualys CEO on Cybersecurity Risk Environment 47:36
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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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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1 Qualtrics CEO on How AI Agents Are Changing Experience Management 40:26
40:26 Play Later Play Later Lists Like Liked40:26
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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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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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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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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1 SambaNova on AI Amid Tariff Ups and Downs, LLMs 39:02
39:02 Play Later Play Later Lists Like Liked39:02
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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1 Lyft CEO on Ridesharing and Autonomous Vehicles 36:31
36:31 Play Later Play Later Lists Like Liked36:31
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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Tech Disruptors
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.…
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1 Workday CTO On the Company’s Nuanced Approach to AI Integration 43:24
43:24 Play Later Play Later Lists Like Liked43:24
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.…
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1 DataRobot CEO on Building Domain-Specific AI 48:25
48:25 Play Later Play Later Lists Like Liked48:25
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.…
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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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