Tech Disruptors

• Grafana on Intersection of Observability, AI

  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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• Google Cloud Scale in AI Training, Inferencing

  Google 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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• Twilio CEO on Customer Data, Analytics and AI

  Twilio is a customer-engagement platform that combines cloud-based communications tools with contextual customer data, analytics and AI that are used by brands like Nike, Dominos and Toyota. The company is expanding beyond its historical focus on cloud-based communications platform-as-a-service software to allow its clients to more narrowly target their customer communications and increase the ROI on their marketing investment. In this episode of Tech Disruptors, Khozema Shipchandler, CEO of Twilio, speaks with Bloomberg Intelligence tech analyst John Butler about recent organizational changes intended to accelerate the company’s evolution, expand its addressable market and drive higher revenue growth as it broadens its offerings.

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• Boomi’s CEO Making Sense of Disparate Data Leveraging Agentic AI

  “The average enterprise has over 360 applications running in the cloud today,” Boomi Chairman and CEO Steve Lucas notes to Bloomberg Intelligence senior technology analyst Anurag Rana. “Then, on top of that, the average enterprise is dealing with anywhere from 1,000 to 10,000 difference sources of data.” In this episode of Tech Disruptors, the two take a deep dive into the complexities that frequently require integration platforms such as Boomi. Additionally, Lucas explains the differences between Boomi and its competitors, how agentic AI is creating opportunities for the market and what becomes of software-as-a-service (SaaS) at the end of the day.

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• Elastic’s CEO on Powering the AI Value Chain

  Corporate efforts to harness unstructured data to drive business intelligence could keep growing. Enterprises deploying more AI-infused applications and pushing more of their workflows through the technology appear likely to boost demand for platforms like Elastic, which enable users to index, search and update large swaths of data, monitor the health of digital applications and infrastructure and analyze data for threat detection and resolution. In this episode of the Tech Disruptors podcast, Elastic CEO Ashutosh Kulkarni joins Sunil Rajgopal, BI’s senior software analyst, to discuss the evolving search, observability and security landscape amid rising AI capabilities, use cases and deployment. They also talk about Elastic’s product ambitions, competition landscape and M&A philosophy.

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