Tech Disruptors Bloomberg

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 platform technologies at Ventus Therapeutics, one of the Vision Fund’s portfolio companies. Burch shares his perspective on how to leverage technology for research and his prognosis for drug discovery in the age of generative AI.

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 consolidation and the emerging concept of “platformization” will impact the cybersecurity market.

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 Disruptors podcast to discuss AI cloud demand and how the company’s holistic AI-services approach is far more than just stringing together a bunch of GPU clusters in a data center.

“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 institutional investment reporting, how it plans to monetize generative AI and how the company’s high customer retention is driven by consistent product innovation.

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 how developments in machine learning are reshaping businesses and industries as well as the opportunities and complexities of large-language models. The two also talk about C3.ai’s shifting business model and the company’s leadership pipeline.

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 Mandeep Singh to discuss the impact and potential of generative AI for investing-related workflows. The conversation ranges from productivity enhancement for investment professionals and developers to large-language-model hallucinations. They also examine issues around GPU supply constraints and automation.