Twilio CEO on Customer Data, Analytics and AI

“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.

“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.

As 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.

The sharp rise of AI workloads and larger parameter-training models needs a new type of data center — one that can support the size, power and cooling needed for 100,000 GPU AI server clusters. Crusoe co-founder and CEO Chase Lochmiller sits down with Bloomberg Intelligence analyst Woo Jin Ho to discuss how Crusoe’s vertically integrated, energy-first focus toward data-center infrastructure and its ability to identify regional sites has given Crusoe an edge in the AI build-out race.

“For every knowledge worker, every business professional, an important element of what they do is creativity,” Anil Chakravarthy, Adobe’s Digital Experience president, tells Bloomberg Intelligence senior technology analyst Anurag Rana. On his third appearance on the Tech Disruptors podcast, Chakravarthy goes in depth on how Adobe is integrating its enterprise marketing tools, along with its creative-application portfolio. Additionally, Chakravarthy discusses the importance of the content supply chain and what has led Adobe’s portfolio to amass over $1 billion in annual recurring revenue.

“Most customer service reps have five to 20 different tabs open in their browser of all these different systems — it’s the modern equivalent of the swivel chair,” said Salesforce AI’s Adam Evans, executive vice president and general manager. In this episode of the Tech Disruptors podcast, Evans joined Bloomberg Intelligence’s senior technology analyst Anurag Rana for a discussion encompassing several key initiatives Salesforce is developing with data and AI for products such as Agentforce and Data Cloud. Additionally, the two recap the company’s recent partnership with Google Cloud and what Gemini can do for the former’s AI tools.

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.

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.

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.

“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.