Tech Disruptors
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.
Episodes
Fiserv on the Modern Banking Tech Stack
Artificial intelligence is reshaping banking infrastructure, from accelerating core migrations to enabling agentic experiences that can automate complex workflows. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Vishal Dalal, chief product officer of financial solutions at Fiserv, joins BI fintech and payments analyst Diksha Gera to discuss how banks are using AI to modernize
DDN CEO Bouzari on Solving AI Data Bottlenecks
As AI infrastructure scales up, the conversation is moving beyond graphic processing units (GPUs). Faster compute creates new pressure on the data layer, and companies are increasingly focused on whether their infrastructure can move, manage, protect and deliver data fast enough to keep AI systems productive. In this episode of Tech Disruptors, Bloomberg Intelligence analyst Woo Jin Ho speaks with
Apollo on Funding AI Infrastructure
“It’s clear to us that the world is short compute right now, and the industry is racing to catch up,” Rob Bittencourt, partner and head of thematic investing at Apollo, tells Bloomberg Intelligence’s Alexandra Davidov and Paul Gulberg on this episode of the Tech Disruptors podcast. Bittencourt discusses why AI is becoming a private-credit story, with trillions of dollars of data-center, power, chi
SAP COO on Why AI Needs Better Foundations
“This year is a much more radical technology shift and the most consequential, I believe, ever. But still, you need all foundations of the house to be in order,” Sebastian Steinhaeuser, Chief Operating Officer at SAP, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this episode of Tech Disruptors, the pair discuss SAP’s autonomous enterprise vision, the rise of Joule assista
Microsoft on Azure’s AI Data Center Stack
“Every data center will need some part of AI capabilities to run workloads like inference, because it’s just becoming such a fundamental part of all of this cloud technology,” says Alistair Speirs, general manager of Microsoft’s Azure Infrastructure. Speirs joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana on this episode of the Tech Disruptors podcast to discuss how AI infrastruc
Google TurboQuant and Datacenter Compute
Bloomberg Intelligence Head of Technology Research Mandeep Singh is joined by Nicole Hu, a Silicon Valley technology veteran and GLG expert, to explore the implications of Google’s TurboQuant paper and the evolving economics of AI infrastructure. As hyperscalers look to improve the efficiency of AI workloads, advances in quantization are redefining the tradeoffs between memory and compute, with fa
Cerebras After IPO: OpenAI, AWS and Inference
“OpenAI has only two AI accelerator compute vendors in production today, Cerebras and Nvidia,” Cerebras CEO Andrew Feldman says. Four days after Cerebras went public, Feldman joined Bloomberg Intelligence’s Kunjan Sobhani to discuss the company’s next chapter and the rapidly shifting AI infrastructure landscape. Feldman breaks down the OpenAI deal, the strategic AWS partnership around disaggregate
Match Group on Resetting Tinder for AI, Gen Z
Younger users of dating apps want “lower pressure” and “more authentic ways of connecting,” and Tinder’s new products aimed at meeting those needs appear to be aiding Match Group’s turnaround, CFO Steve Bailey says. Bailey joins Bloomberg Intelligence’s Nicole D’Souza on this episode of the Tech Disruptors podcast to discuss how dating-app behavior is changing after the pandemic, why Gen Z women a
AWS Transform VP on Legacy Modernization
“The more microservices that you have, the more agent-ready you are because you can at least start taking these components, and convert them into agent infrastructure,” says Asa Kalavade, vice president of AWS Transform to Bloomberg Intelligence senior technology analyst Anurag Rana. The pair discuss how agentic AI is accelerating legacy modernization across mainframe, NET, VMware and other enterp
QuEra on Neutral Atoms in Quantum Computing
Quantum computing is approaching an inflection point, with dozens of companies racing to be the first to achieve widespread commercialization. In this episode of the Tech Disruptors podcast, QuEra Computing Chief Commercial Officer Yuval Boger joins Bloomberg Intelligence analyst Jake Silverman to discuss why neutral atom quantum computing could prove the most successful among a variety of approac
Twilio CEO on AI Agents, Future of Messaging
As companies shift from one-way customer notifications to AI-powered, personalized conversations at scale, developers need advanced communications infrastructure to build omnichannel digital messages. Twilio — which powers B2C SMS, two-factor authentication, customer alerts and reminders alongside other digital interactions — has positioned itself as critical infrastructure for the AI era. Growth
Atlassian CEO on Human-AI Agent Collaboration
AI agents are reshaping enterprise workflows, increasing the importance of organizational context and connected data. Atlassian CEO and co-founder Mike Cannon-Brookes joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how Atlassian is embedding AI across Jira, Confluence and service-management tools through its Rovo platform and Teamwork Graph. “The future is about huma
Seagate at the Center of AI Storage and Data
Seagate has become a critical enabler of hyperscale and AI-driven data infrastructure. In this episode of the Tech Disruptors podcast, CEO Dave Mosley tells Bloomberg Intelligence analyst Woo Jin Ho how storage demand is evolving with cloud and AI workloads, from nearline hard-disk-drive adoption to next-generation technologies such as HAMR. The podcast also explores how AI is reshaping storage ar
Freshworks Moves Beyond the IT Help Desk
Enabling mid-market businesses to ramp up customer support and employee experience is Freshworks’ primary focus. The company is expanding its AI suite — AI Agents, AI Copilot and AI Insights — to handle a range of business tasks, from password resets to product returns, for its 75,000 customers. In this Tech Disruptors podcast episode, Freshworks CEO Dennis Woodside speaks with Bloomberg Intellige
New Commercial Wave in Offensive Cyber Warfare
“For commercial companies trying to operate in this space, they have to be willing to understand that what they’re building is fundamentally different, and if they’re not willing to invest in this way, they can struggle with adoption,” said Skyler Onken, co-founder of Twenty, an offensive-cyber company seeking to reshape cyber warfare. On this episode of the Tech Disruptors podcast, Onken joins Bl
Paxos CEO on Stablecoins and On-Chain Markets
Stablecoins are emerging as the core plumbing of on-chain finance, pulling payments, reserves and eventually broader capital markets onto blockchain rails. In this episode of the Tech Disruptors podcast, Charles Cascarilla, CEO and co-founder of Paxos, joins BI analyst Diksha Gera to discuss how this shift can improve access, speed and efficiency across financial markets, with PayPal and Schwab as
Tech Disruptors: Zscaler CEO Jay Chaudhry on Anthropic’s Mythos
Zscaler CEO Jay Chaudhry discusses Anthropic’s Mythos and its implications for AI agent deployments in a wide-ranging conversation with Bloomberg Intelligence’s Mandeep Singh in this episode of the Tech Disruptors podcast. They explore the changing nature of the cybersecurity landscape, from securing AI agent identities to zero-day attacks enabled by AI coding agents.
Serval CEO on Replacing Legacy ITSM
To solve the employee-support problem, “you actually have to solve the automation problem,” Serval co-founder and CEO Jake Stauch tells Bloomberg Intelligence senior technology analyst Anurag Rana on the Tech Disruptors podcast. In this episode, they discuss why Jake believes IT service-management (ITSM) providers such as ServiceNow are being disrupted by AI-native automation rather than better ti
AWS Marketplace VP on the Agent Buying Boom
“Over 80% of Marketplace transactions are still self-service today, but the bulk of the revenue is enterprises buying large contracts,” Matt Yanchyshyn, vice president of AWS Marketplace and Partner Services, tells BI senior technology analyst Anurag Rana. Yanchyshyn explains how AWS Marketplace has evolved from an app-store-style catalog into an enterprise procurement channel offering private off
Box’s Levie, AWS’ Kain on Agentic AI in Finance
AI agents are driving more experimentation and early production use cases across enterprise workflows. Box CEO Aaron Levie and AWS Director of Financial Services Market Development John Kain join Bloomberg Intelligence senior software analyst Sunil Rajgopal on this episode of the Tech Disruptors podcast to discuss how financial institutions are applying agentic AI to onboarding, compliance and doc
Domino Data Lab CEO on Taking AI to Production
AI’s expansion into enterprise use is exposing a gap between rapid prototyping and reliable deployment across the organization. Domino Data Lab CEO Nick Elprin joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how model-driven organizations are putting AI to work in core-business settings, where governance and standardization are essential. As coding assistants enable
Intercom Co-Founder on Outcome-Based AI Pricing Model
“We charged for outcomes with Fin…we’re charging when we did the work properly, and we weren’t charging when we didn’t,” Des Traynor, Intercom’s co-founder and chief strategy officer, tells Anurag Rana, senior technology analyst at Bloomberg Intelligence. In this Tech Disruptors episode, Traynor explains why Intercom chose to cannibalize its seat-based support software as a service to launch an AI
Ericsson on 5G, 6G Enterprise Market Outlook
Ericsson’s recent headway in securing contracts for 5G enterprise applications signals a rise in commercial deployments as business customers gain confidence in the technology’s potential to improve returns. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ericsson SVP and Head of Business Area Enterprise Wireless Solutions Asa Tamsons joins BI senior telecom analyst John Butle
Mastercard on Stablecoins and Agentic Commerce
Mastercard’s push into stablecoin infrastructure, including its proposed acquisition of BVNK, alongside advances in enabling agentic payments, reflects an evolution rather than a disruption of its core business. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Jorn Lambert, Mastercard’s chief product officer, joins BI fintech and payments analyst Diksha Gera to discuss how Mast
Concentrix CEO on Scaling AI in Customer Service
Concentrix CEO Chris Caldwell joins Bloomberg Intelligence analyst Tamlin Bason to examine how AI is reshaping customer experience. As companies move from pilots to scaled deployment, Caldwell discusses how AI is enabling more personalized, real-time interactions, while introducing risks around consistency, trust and brand control. The conversation also explores the role of incumbents like Concent
Salesforce on Measuring Agentic Work Outcomes
“Enterprises cannot vibe operate,” declares Madhav Thattai, GM and EVP of Salesforce AI, on this episode of Bloomberg Intelligence’s Tech Disruptors podcast. Thattai and BI senior technology analyst Anurag Rana discuss why Salesforce thinks the “SaaSpocalypse” narrative misses how agents change outcomes and how the company is trying to measure that shift with Agentic Work Units (AWUs) — a way to t
Qlik CEO on Building AI-Ready Data Foundations
AI adoption is moving from experimentation to execution, exposing gaps in data quality and governance. Qlik CEO Mike Capone joins Bloomberg Intelligence Senior Software Analyst Sunil Rajgopal to discuss why enterprises must build strong data foundations rather than rely on plug-and-play LLMs. “SaaS isn’t going away — it just has to be rewired,” Capone says, highlighting how AI is reshaping softwar
Block’s Jennings on Building AI-Native Fintech
The assumption that output grows linearly with headcount no longer holds. As AI tools drive a step-change in productivity, companies are rethinking their operating models. In this episode of the Tech Disruptors podcast, Owen Jennings, executive officer and business lead at Block, joins Bloomberg Intelligence Fintech and Payments Analyst Diksha Gera to discuss Block’s decision to reduce its workfor
Capital One on Building AI Moats in Banking
In banking, the AI question isn’t “Can you build it?” — it’s “Can you explain it, monitor it, and shut it off when required?” As the hype cycle moves past chatbots, a real competitive divide is emerging: institutions that can operationalize AI with auditability and control versus those layering copilots onto legacy workflows and hoping for the best. In this episode of Bloomberg Intelligence’s Tech
Lumentum on Optics Shifts in AI Data Centers
Lumentum CEO Michael Hurlston and VP of Investor Relations Kathy Ta join Bloomberg Intelligence’s Jake Silverman on this episode of the Tech Disruptors podcast to discuss how optics are playing an increasingly critical role in networking inside and across AI data centers. They explore how the company is becoming a key supplier of systems and lasers to hyperscalers. Hurlston unpacks his broad and l
Reddit COO on Gen AI Models, Ads Platform
Reddit’s Chief Operating Officer Jen Wong discusses the impact of gen AI models on its platform and how the company is positioning itself in the era of chatbots and LLMs. Wong sits down with Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh to discuss the company’s ads business and how it plans to leverage LLM search to boost engagement. All the metrics referenced in the e
ThredUp’s CEO on AI and the Future of Resale
Resale is evolving from a fragmented, thrift-driven experience into a technology-enabled infrastructure layer for the apparel industry. James Reinhart, co-founder and CEO of ThredUp, joins Bloomberg Intelligence senior equity retail analyst Poonam Goyal on this episode of the Tech Disruptors podcast. They discuss how automation, machine learning and AI are reshaping the economics of secondhand ret
Microsoft on Getting Beyond the Pilot Phase
“No great company became a great company because they saved a lot of money,” says Eric Boyd, president of Microsoft’s AI platform. “They became a great company because they delivered amazing innovative experiences.” In this episode of Tech Disruptors, Boyd explains to Bloomberg Intelligence Senior Technology Analyst Anurag Rana how Azure OpenAI Service, Azure Machine Learning and Azure AI Foundry
Inside IBM’s 7-Year Software Transformation
“Not everything is an AI problem,” says IBM Software SVP and Chief Commercial Officer Rob Thomas. In this episode of the Tech Disruptors podcast, Thomas and Bloomberg Intelligence senior technology analyst Anurag Rana discuss IBM’s hybrid cloud and AI strategy, from Red Hat/OpenShift and containers for multicloud portability to why the mainframe remains the platform for real-time, high-availabilit
Vultr Is Scaling AI Cloud for the Next Phase
AI demand is scaling and infrastructure complexity is rising. Vultr CEO JJ Kardwell returns to the Bloomberg Intelligence Tech Disruptors podcast with an update on the market’s AI cloud demand. He spoke to BI tech analyst Woo Jin Ho about production AI workloads, GPU utilization and lifecycle economics, global data-center strategy, supply-chain constraints and capital discipline, as well as outlin
Khan Academy CEO on How AI Can Aid Education
“If anyone’s going to disrupt Khan Academy, it should be us,” founder and CEO Sal Khan tells Bloomberg Intelligence Senior Tech Analyst Anurag Rana, discussing how AI can deliver personalized learning at scale if embedded in classrooms with teacher oversight, guardrails for minors and rigorous model evaluation. Khan explains Khanmigo’s early GPT-4 roots, why Khan Academy is going multi-model to ma
Lightmatter Taps Photonics to Solve AI at Scale
Lightmatter CEO Nick Harris joins Bloomberg Intelligence’s Kunjan Sobhani and Jake Silverman to explain why lasers — not just chips — are the missing piece to making co-packaged optics practical at hyperscale. Harris unpacks Guide, Lightmatter’s VLSP light engine, and Passage, the company’s photonic interconnect platform, walking through real-world reliability, density and power trade-offs, and ho
AV’s Hutton Says Cost Per Effect Key in Drones
Russia invasion of Ukraine “has completely reframed perceptions of drone utility and value. Where once high-end, exquisite systems dominated the procurement logic, today there’s a much clearer recognition that quantity and replaceability are just as critical,” says AV Chief Growth Officer Church Hutton. On this episode of the Tech Disruptors podcast, Hutton tells Bloomberg Intelligence senior defe
Ciena Expands Optics for AI Data-Center Demand
Ciena is expanding from its telecom optical roots to become a critical enabler of AI-driven data-center infrastructure. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ciena Executive Advisor Scott McFeely joins BI analyst Woo Jin Ho to discuss how the company’s optical technology has evolved alongside hyperscale cloud and AI workloads, from coherent optics and WaveLogic DSPs
NiCE’s Russell on AI Agents for Contact Centers
‘We’ve seen an incredible acceleration of true automation, where AI agents were able to fulfill a significant amount of engagement with a consumer, whether it be voice or chat-based,” says Scott Russell, CEO of NiCE. He sits down with Bloomberg Intelligence analyst Mandeep Singh to talk about the deployment of AI agents for contact centers. From fine-tuning of large language models to handling a h
IonQ CEO on Taking Quantum Computing Mainstream
Quantum computing is extending beyond the lab to redefine how we address complex problems. On this episode of Tech Disruptors, IonQ CEO Niccolo de Masi joins Bloomberg Intelligence analysts Jake Silverman and Kunjan Sobhani to explain what quantum computing is and how performance, reliability and cost will determine the winners of the race for fault tolerance. The conversation also explores how qu
How Intuit Uses AI, Human Experts for Workflows
Powering businesses to accomplish their daily work remains Intuit’s central mission, using AI and a network of human experts to accomplish a wide range of business tasks for more than 100 million customers, from closing accounting books, processing payroll to preparing taxes. In this Tech Disruptors podcast episode, Intuit CTO Alex Balazs speaks with Bloomberg Intelligence analyst Niraj Patel abou
Microsoft Killing Tech Debt with Agents
“AI removes the friction from the intent to the implementation,” says Amanda Silver, corporate vice president and head of products, apps and agents at Microsoft. She talks with Bloomberg Intelligence senior technology analyst Anurag Rana about how copilots and agents are collapsing the software lifecycle — from natural-language ideas to code, tests and operations — shifting developers to reviewing
Canva CTO on Design at AI Speed
“Internally, we’ve kind of moved from a model where kind of engineering kind of owned R&D, to a model where everyone is now in R&D” says Canva CTO Brendan Humphreys. On this episode of the Tech Disruptors podcast, Humphreys tells Bloomberg Intelligence senior technology analyst Anurag Rana how the web-native platform is expanding into the enterprise while leaning into AI, including a disciplined A
Marqeta CEO on Embedded Finance Scaling Up
Embedded finance — integrating payments and financial services directly into apps and platforms — is entering its next phase, shifting from niche fintech use cases to core infrastructure for global players. In this episode of Tech Disruptors, Marqeta CEO Mike Milotich joins Bloomberg Intelligence analyst Diksha Gera to discuss how embedded finance, buy now, pay later and flexible credentials are r
Affirm CEO on Transaction-Level Intelligence
Consumer credit may be approaching its foundational AI moment — with buy now, pay later emerging as the first visible act. On this episode of the Tech Disruptors podcast, Max Levchin, CEO and founder of Affirm and co-founder of PayPal, joins Bloomberg Intelligence global fintech and payments analyst Diksha Gera to discuss how machine learning is replacing static underwriting with real-time, transa
Chambers’ 2026 Outlook — an AI Roller Coaster
Now an annual tradition on the Bloomberg Intelligence Tech Disruptors podcast, John Chambers, former Cisco CEO and founder of JC2 Ventures, sits down with hardware analyst Woo Jin Ho to kick off 2026 with his latest predictions for the tech sector and the global economy. Chambers argues that AI is entering a phase of rapid adoption — driving enterprise productivity gains, reshaping capital allocat
AT&T Ventures Bets on Future Telecom Trends
The private equity marketplace is increasingly competitive, making it difficult to win a seat at the table on hot deals. AT&T’s in-house private investment arm, AT&T Ventures, seeks to stand out by making strategic investments via a founder-friendly approach, targeting the companies that are helping to shape the future of communications, such as satellite providers, edge computing firms, AI-RAN de
Webtoon and the Future of Digital Storytelling
Webtoon pioneered the vertical scrolling format nearly 20 years ago, and has been expanding the genres of its content since. CFO David Lee joins Bloomberg Intelligence analyst Woo Jin Ho on this Tech Disruptors episode to explain how the company is building out its global-content platform using AI-driven creator tools, advanced data infrastructure and high-throughput content workflows. He discusse
Amazon VP on Rufus and the Future of Search
Shopping is shifting from keyword-based search toward AI-driven, conversational guidance. Rajiv Mehta, Amazon.com’s vice president of Search and Conversational Shopping, joins Bloomberg Intelligence analyst Poonam Goyal on this episode of the Tech Disruptors podcast to discuss Rufus, Amazon’s AI shopping assistant that integrates large language models with the company’s commerce data and personali
Alphabet’s Woodworth on Drone-Delivery Moonshot
Drone technology has had a prolonged evolution, with companies exploring viable use cases for mainstream adoption. Adam Woodworth, CEO of Alphabet’s Wing subsidiary, talks to Bloomberg Intelligence tech analyst Mandeep Singh about drone delivery in the US and how he expects it to ramp up for consumer delivery of lighter packages and groceries. The discussion also covers form factor evolution for d
Salesforce Scaling Agentforce in the Enterprise
“…A successful agentic enterprise deployment means each of your departments are fundamentally different,” Salesforce’s SVP of Product Marketing for AI Sanjana Parulekar says, as she joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana to unpack what it really takes to scale Agentic AI beyond pilots: getting data AI-ready; adding context and governance; blending deterministic workflow
Workdays CTO on its Open-Platform Bet
“Open doesn’t mean a free for all, but open will win.” Workday CTO Peter Bailis joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana to explain how the people-and-money system of record is evolving into an open, AI-ready platform — combining zero-copy data access with strict governance and API-first design. He outlines how Sana, Illuminate, Flowise and Paradox fit together as a front
You.com CEO on Reinventing Search for AI Era
Search is shifting to intelligent, context-rich answers from static links. You.com CEO Richard Socher joins Bloomberg Intelligence senior software analyst Sunil Rajgopal on this episode of the Tech Disruptors podcast to discuss how You.com powers AI search for companies such as DuckDuckGo, while differentiating from enterprise peers like Glean and Exa through its web indexing, real-time accuracy a
Solidigm on Satiating AI’s Data-Storage Needs
“We think that for every gigawatt, it’s about 25 exabytes of new flash creation,” says Greg Matson, SVP and head of products and marketing at Solidigm. Matson joins Bloomberg Intelligence’s Jake Silverman on the Tech Disruptors podcast to discuss how Solidigm is powering AI’s growing data demands. The conversation explores the company’s evolution into a data-center-focused pure play, its innovatio
SambaNova CEO Liang on Powering AI Efficiently
“The world’s now flipped to inference — and it’s limited by power. With the same energy, we can deliver four times the output of a Blackwell,” says SambaNova CEO Rodrigo Liang. Liang joins Bloomberg Intelligence’s Kunjan Sobhani in this episode of the Tech Disruptors podcast to explain how SambaNova’s air-cooled, 10-kilowatt racks and “data-center-in-90-days” model are helping enterprises and gove
Waymo Sees Inflection in the Rollout of AVs
“We are more than 10x safer on many key safety metrics than an average human driver” says Saswat Panigrahi, Waymo chief product officer. Saswat joins Bloomberg Intelligence’s Mandeep Singh to talk about the inflection in autonomous driving and how Waymo plans to scale across more cities. From the sensors used in Waymo’s AVs, the evolution of its driver system and expansion of its partnerships, the
AWS and How it is Building Enterprise Agents
“We are moving beyond simple query-response to task completion.” AWS’s Swami Sivasubramanian joins Bloomberg Intelligence Software and Technology Analyst Anurag Rana to contrast consumer chatbots with enterprise agents and the controls they require. Topics include Agent Core for secure deployment (identity, tool use, memory, observability), QuickSuite for business users, Kero for developer workflo
Penguin Solutions' Bespoke Advantage in AI Buildout
Emerging AI-hardware technologies are poised to reshape data centers. Penguin Solutions CTO Phil Pokorny joins Bloomberg Intelligence analyst Woo Jin Ho to discuss how the company’s bespoke engineering approach, which blends deep technical expertise with differentiated hardware and software, helps enterprises, neo-clouds and sovereign entities tackle the complexity of AI deployments across markets
Rafay CEO on Orchestrating AI Infrastructure
AI infrastructure is becoming central to enterprise innovation as companies seek faster app delivery and efficient use of computing resources. In this episode of the Tech Disruptors podcast, Rafay Systems CEO Haseeb Budhani joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how Rafay helps enterprises and emerging cloud providers simplify AI deployment, optimize infrast
AWS Gears up for Agentic Shopping
How will agentic AI change the way we shop and reshape retailers’ go-to-market strategies? AWS’s David Dorf joins Bloomberg Intelligence analysts Poonam Goyal and Anurag Rana on this episode of the Tech Disruptors podcast to discuss intelligent agents’ growing impact on retail. Dorf explains how these AI “interns” can reason, use tools, act autonomously and even collaborate, unlocking new possibil
Docusign CEO on AI, IAM and Software’s Future
“We’re the only vendor that really provides that end-to-end suite and the scale and reach that Docusign has — we’re able to do this across an incredibly large customer universe.” Docusign CEO Allan Thygesen tells Anurag Rana, Bloomberg Intelligence senior technology analyst. “We’re passing 100 million customer contracts uploaded and extracted with AI.” On Thygesen’s second visit to the Tech Disrup
AWS Infrastructure in the Era of AI Workloads
“The line between AI workload and non-AI workload is getting blurrier by the day.” Prasad Kalyanaraman, VP of AWS Infrastructure Services, talks with Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence, about what actually changes as AI scales. Prasad lays out the realities behind “AI data centers”: denser accelerators, non-blocking training networks, and modular in-chip liquid coolin
How Figma Scales Freemium to Enterprise
“In this world of AI, there’s going to be more software, not less — and design and craft will matter more than ever,” Figma CFO Praveer Melwani says. On this episode of the Bloomberg Intelligence Tech Disruptors podcast hosted by BI technology analyst Anurag Rana, Melwani adds that Figma is a web-native, multiplayer platform for moving from idea to design to developer handoff, noting it complement
Check Point CEO Zafrir on AI Agents, Security
“We’re in the first inning right now. In the second inning, you’ll see companies really adopting agents, building their own models for consumption within the organization and outward looking to their customers,” Check Point CEO Nadav Zafrir tells Bloomberg Intelligence analyst Mandeep Singh in this episode of the Tech Disruptors podcast. The two discuss the open-platform concept and runtime securi
Adobe CFO - Why AI Will Accelerate Creative Cloud
“I think we’re at this really seminal moment from an industry where we clearly have a major inflection shaping the end-markets. Adobe is not new to inflections. In fact, the arc of time and history of the company and the ability to reinvent ourselves each and every time one of these major inflections happen, to cement our leadership position...it’s a part of our heritage,” Adobe CFO Dan Durn expla
ServiceNow’s AI Control Tower and the Future of Workflows
“AI has become the new UI,” says Amit Zavery, ServiceNow’s president, chief product officer and COO, referring to the user interface as he explains why the company is building an agentic operating system, an AI control tower to govern models and agents and end-to-end orchestration that goes beyond chat to complete work across human resources, IT, customer-service and customer-relationship manageme
Pure Storage Brings Flash Power to the Cloud
Pure Storage is disrupting a hard-disk-dominated market by solving the price, power and performance puzzle. Pure Storage CEO Charlie Giancarlo joins Bloomberg Intelligence hardware analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss the company’s flash innovations powering enterprise AI and cloud-scale storage.
Powering Up Silicon-Anode Batteries With Enovix
In a rapidly evolving battery-technology landscape, Enovix stands out as a leader in advanced silicon anodes. Enovix’s disruptive architecture enables a battery with high energy density and capacity, without compromising on safety, CEO Dr. Raj Talluri said. He joins Bloomberg Intelligence senior chemicals analyst Sean Gilmartin on this episode of the Tech Disruptors podcast to explain why silicon
Zeta Leading the AI Agent Push in Marketing
Powering brands to boost customer acquisition, retention and monetization by effectively leveraging consumer data is Zeta Global’s core mission. In this Tech Disruptors podcast episode, Zeta CEO and cofounder of David Steinberg speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s evolution and its key differentiator: being a data- and AI-native platform. He also delves into Z
Grindr CEO on Gen Z Dating Habits, AI Products
“We are investing significantly in dating features right now because that’s a really big item people want,” says George Arison, CEO of Grindr, noting that half of users under 35 want to be married. That contrasts with older generations, giving Grindr an opportunity to emphasize long-term relationships as well as casual connections. In this episode of the Tech Disruptors podcast, Arison speaks with
Pure Lithium CEO on Next-Generation Batteries
Pure Lithium aims to push the boundaries of energy storage with proprietary technology that unlocks lithium metal for the first time, disrupting both the lithium extraction and battery industries, CEO Emilie Bodoin said. The company makes a pure lithium metal anode directly from brine using its Brine-to-Battery process, producing what it says is a safer, affordable alternative to today’s lithium-i
LinkedIn on the Job Market-How is AI shifting the landscape?
“Whether or not you’re changing your job, your job is changing,” says LinkedIn Chief Product Officer Tomer Cohen, who joins Anurag Rana, senior technology analyst at Bloomberg Intelligence, on this episode of the Tech Disruptors podcast. Cohen discusses how LinkedIn is shifting from a simple matchmaker to a professional companion. They also explore AI that understands career aspirations, assistant
Rocket Lab’s CEO on End-to-End Space Solutions
“What we are really focused on here is building an end-to-end space company,” says Sir Peter Beck, founder and CEO of Rocket Lab. “You can just come to one company that has all of their equipment, at scale and, and just say, look, I need this capability on orbit and we just pull all the things we need to pull off the shelf, put it together, put a spacecraft together and then go and launch it, and
May Mobility CEO Olson on Autonomous Driving
May Mobility has launched a robotaxi fleet in Atlanta through a partnership with Lyft, with standby operators included to help ease riders into the technology, Founder and CEO Edwin Olson said. Passengers booking through Lyft can opt in or out of an autonomous ride. Olson discussed May Mobility’s strategy with Bloomberg Intelligence Global Head of Technology Research Mandeep Singh on this episode
Cyera’s Role in Cybersecurity, Data Protection
Data and identity security continues to grow in importance as enterprises face more sophisticated cyberattacks from expanding AI agents that are expanding their reach and tools. Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh speaks with Cyera cofounder and CEO Yotam Segev about his company’s position in the evolving cybersecurity space, especially with more consolidation
NetApp’s CEO on Unifying Data for the AI Era
NetApp has evolved into a leader in intelligent-data infrastructure from a storage pioneer, helping enterprises unify, secure and optimize their data across on-premise and the cloud environments. Bloomberg Intelligence hardware analyst Woo Jin Ho hosts NetApp CEO George Kurian to discuss how he is positioning the company’s flagship data-management platform, ONTAP, along with its deep cloud partner
Visa’s Bet on AI, Agentic Commerce, Stablecoins
Visa processes more than 65,000 transactions per second across 200-plus countries, but behind those numbers lies a tech story that’s often overlooked. In this episode of the Tech Disruptors podcast, Rajat Taneja, Visa’s president of technology, joins Bloomberg Intelligence global fintech and payments analyst Diksha Gera to discuss how AI has been embedded in Visa’s DNA for decades, and how the com
Salesforce’s Service Chief on Orchestrating Humans and AI
“You need to manage your labor force now of humans and AI agents very differently”, says Kishan Chetan, EVP & General Manager of Service Cloud at Salesforce, who argues service now means managing a blended workforce. In conversation with Anurag Rana, senior technology analyst at Bloomberg Intelligence in this episode of Tech Disruptors, he notes productivity gains of about 30% for some customers
Google Cloud and AI Agents Impact on Databases
Databases are shifting from passive engines to reasoning tools for artificial intelligence, according to Google Cloud’s Yasmeen Ahmad. She joined Bloomberg Intelligence senior technology analyst Mandeep Singh to discuss how AI agents are reshaping the market, citing production use cases involving retrieval-augmented generation and tokenization. Ahmad pointed to rising demand for databases and said
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