Tech Disruptors by Bloomberg Intelligence features conversations with thought leaders and management teams on disruptive trends. Topics covered in this series i...
Modern-day businesses are increasingly digital and data dependent, and organizations need to critically monitor their data assets, protect them against external threats and create guardrails around access. They also need to have robust mechanisms and tools that allow them to back up, preserve and reconstruct applications in case of a disruption, and this creates an opening for platforms like Cohesity that provide data-security and management products. In this episode of the Tech Disruptors podcast, Cohesity CEO Sanjay Poonen joins Sunil Rajgopal, BI’s senior software analyst, to discuss the data replication, protection and security landscape, the opportunity from the shift to the cloud and AI-led implications for the market. They also talk about Cohesity’s scale ambitions, competition and product road map. This episode was recorded on Dec. 17.
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44:46
Box CEO on Enterprise Content Management
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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37:29
Northern Data Build-Out of GPU Data Centers
Northern 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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29:28
SentinelOne Pivots to LLMs in Endpoint Security
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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31:55
Glean CEO On AI-led Democratization of Software
“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.
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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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