“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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47:36
Beyond Big Chips: Cerebras on Inference and AI
“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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39:43
Qualtrics CEO on How AI Agents Are Changing Experience Management
“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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40:26
Google Code Assistant and Developer Workflows
From 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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50:54
Google Cloud CTO on LLM Demand Surge, Use Cases
Since 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.
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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