Shows / Tech Disruptors
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. It is being prepared solely for informational purposes only and does not constitute an offer or investment advice.
Episodes
- Tech Disruptors
Former Pentagon Vice Chair on Quantum, Nuclear
“There is a national imperative to win across all those lines of effort,” says retired Adm.Chris Grady, the former vice chairman of the Joint Chiefs of Staff…
- Tech Disruptors
ServiceNow on Rules, Rails and AI Execution
“I think one of the things that people have gotten wrong, especially Wall Street, is that they confused intelligence with execution,” Bhavin Shah, Senior Vice…
- Tech Disruptors
Visa on Trust as the Key to Agentic Commerce
AI agents are rapidly reshaping product discovery and shopping, but earning consumer trust in payments is a critical barrier to fully autonomous commerce. In…
- Tech Disruptors
RBC on Turning AI Into a Competitive Advantage
“Ultimately it comes down to the simple question of how do you leverage AI to transform and rethink your business in an AI world vs. just applying AI to what…
- Tech Disruptors
Cornelis Networks Targets AI Fabric Bottleneck
Cornelis Networks is bringing its high-performance computing heritage into AI as larger clusters put growing pressure on the network connecting accelerators…
- Tech Disruptors
Silver Lake’s Joe Osnoss on Changing Tech Stack
Just how big a threat is AI to software-as-a-service providers, and what changes will it bring to the broader industry? Silver Lake Managing Partner Joe Osnoss…
- Tech Disruptors
Myers on Turning Compute Into an Asset Class
“The focus of the market and the industry is to make compute infrastructure in its own right a financeable asset class,” says Rich Myers, Morgan Stanley’s…
- Tech Disruptors
Unified Cyber Resilience in an Agentic AI Era
Agentic AI and autonomous threats are changing the cyber-resilience landscape and today, data protection and data security have converged. In this episode of…
- Tech Disruptors
Zillow CTO on How AI Changes Home Buying
Zillow Chief Technology Officer and founding team member David Beitel joins Bloomberg Intelligence analyst Nicole D’Souza on this episode of the Tech…
- Tech Disruptors
Latham & Watkins on AI’s Capital-Spending Boom
“The scope of what I call the great AI reindustrialization is something that we’ve never witnessed,” says Haim Zaltzman, partner and global vice chair of…
- Tech Disruptors
JFrog’s Focus on Supply Chain with Agentic AI
Jfrog CEO Shlomi Ben Haim sits down with Mandeep Singh, Bloomberg Intelligence’s global head of technology research, ahead of their swampUP 2026 event. The…
- Tech Disruptors
Vast Data Tackles Enterprise AI Security Needs
Vast Data is extending its AI Operating System to tackle data security in AI workloads, one of the key obstacles to broader enterprise adoption. CEO Renen…
- Tech Disruptors
Walmart-Backed OnePay on Consumer Fintech Moats
What happens when every fintech starts to look like a bank — and every bank starts to look like a fintech? As payments apps, neobanks and traditional banks…
- Tech Disruptors
Amazon Opens Logistics Network to Everyone
Amazon.com is turning the logistics network it built for itself into an end-to-end supply-chain platform for other companies. In this Talking Transports…
- Tech Disruptors
Xanadu CEO on Photonics in Quantum Computing
Quantum computing is approaching an inflection point, with dozens of companies and multiple modalities racing to be first to reach broad commercialization. In…
- Tech Disruptors
AWS on Managing AI Costs and Enterprise ROI
“Just because you’re the biggest spender doesn’t mean you’re going to deliver the biggest value,” Chris Hennesey, Enterprise Finance Strategist and Executive…
- Tech Disruptors
Liquid AI Takes Intelligence Beyond the Cloud
“Hopefully in three or four years, we will be on 50% of all the devices on the planet,” Ramin Hasani, co-founder and CEO of Liquid AI and a machine-learning…
- Tech Disruptors
BMO on Scaling AI for Measurable Business Value
“The hardest challenge in enterprise agent deployment is not generating them; it’s the accountability,” Kristin Milchanowski, chief AI and quantum officer at…
- Tech Disruptors
BILL’s CPO on Creating a Financial Platform
Reducing inefficiencies across financial services, automating workflows and maximizing available cash flow for small- and medium-sized businesses (SMBs) is…
- Tech Disruptors
H Company CEO on Automating Enterprise Work
“The bottleneck isn’t really having ideas; the bottleneck is execution,” Gautier Cloix, CEO of H Company, tells Bloomberg Intelligence Senior Technology…
- Tech Disruptors
GitLab on Agentic Infrastructure, AI Controls
Faster AI code generation is increasing the need for governance, security and control across the software-development life cycle, says Bill Staples, GitLab’s…
- Tech Disruptors
Sierra on Long-Horizon AI Agents
“Ninety percent of all of our proofs of concept convert to long-term contracts because the ROI case is so clear,” Clay Bavor, co-founder of Sierra, tells…
- Tech Disruptors
TD SYNNEX Evolves IT Distribution in the AI Era
AI is reshaping enterprise technology spending, expanding infrastructure demand beyond graphics processing units into servers, storage and networking while…
- Tech Disruptors
BNY CIO on AI and Bank Modernization
“60% of the bank's code is AI generated,” Leigh-Ann Russell, Chief Information Officer and Global Head of Engineering at BNY, tells Bloomberg Intelligence…
- Tech Disruptors
Okta COO on Agent Security, Open Source Threats
Okta President and COO Eric Kelleher discusses the growing importance of agent identity security as open-source models narrow the gap with frontier LLMs…
- Tech Disruptors
Workday’s Shift From SaaS to AI
Workday is transforming “from Workday.com to Workday.ai,” Gerrit Kazmaier, president of product and technology, tells Bloomberg Intelligence senior technology…
- Tech Disruptors
HubSpot CTO on AI, Application Software Shifts
The application software industry is facing a mega restructuring with the arrival of AI agents in enterprise workflows. On this episode of the Tech Disruptors…
- Tech Disruptors
Samsara CEO on Bringing AI to Fleet Ops
Artificial intelligence is moving beyond chatbots and into the cab, helping trucking fleets improve safety, efficiency and asset utilization. In this special…
- Tech Disruptors
Solidigm on AI Driving New Era for Data Storage
Co-CEO of Solidigm Xin Guo joins Bloomberg Intelligence’s Jake Silverman on this episode of the Tech Disruptors podcast to discuss how AI is reshaping…
- Tech Disruptors
Helix on Easing the AI-Infrastructure Crunch
“We literally have CEOs on public earnings calls saying that their revenue is lower than it would have been because they couldn’t serve all of the demand that…
- Tech Disruptors
JPMorgan’s CIO on AI, Global Financial Systems
“For what we call our essential services, that’s what supports critical infrastructure, we have to be able to apply a change within 24 hours. Now, think about…
- Tech Disruptors
Lazard’s Bilicic on Power Demand in the AI Era
“The searches that you’re doing on Claude require the consumption of energy and at some point the system should hit a breaking point,” says George Bilicic…
- Tech Disruptors
Booking.com on Global Demand, AI in Travel
“One of the things that’s been universally true ... is the human desire to travel is really strong. It’s very consistent,” says James Waters, chief business…
- Tech Disruptors
Synopsys Hits Agentic Status With AgentEngineer
The chip design industry continues to push the frontier of semiconductor power, performance and area. On this episode of the Tech Disruptors podcast, Synopsys…
- Tech Disruptors
IOWN’s Wright, Wang on Photonics-Based Networks
In this episode IOWN Global Forum board members Chris Wright (Chief Technology Officer and Senior Vice President of Global Engineering, Red Hat) and Jefferson…
- Tech Disruptors
Uniphore’s Sachdev on FDEs and Data Ontologies
Uniphore CEO Umesh Sachdev joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss his company’s platform…
- Tech Disruptors
CoreWeave CTO on AI Cloud Infrastructure
“So, there are plenty of failure points, and when you have hundreds of thousands or millions of something, something will eventually fail,” Peter Salanki…
- Tech Disruptors
SailPoint’s Mills on Governance for AI Agents
The governance landscape for AI agents is evolving amid new developments around agentic workflows, says SailPoint President Matt Mills. He joins Bloomberg…
- Tech Disruptors
JFrog CEO on Coding Agents, Supply-Chain Risk
“Source code became almost free, like cheap and not important. And binaries became king because this is the outcome,” says Shlomi Ben Haim, co-founder and CEO…
- Tech Disruptors
Red Hat, Open Source, and Enterprise AI
“The minute it worked, we actually started to use smaller models for the things we knew that it worked and see what they could accomplish at a fraction of the…
- Tech Disruptors
Financing the AI Data Center Boom
“Data centers are here to stay, and the world is going to need them as AI adoption accelerates,” says Steven Siesser, partner at Lowenstein Sandler, chair of…
- Tech Disruptors
SentinelOne CEO on Security Changes, AI Agents
The cybersecurity industry is facing unprecedented challenges as AI models become more capable. On this episode of Tech Disruptors, SentinelOne co-founder and…
- Tech Disruptors
Invisible Technologies on RLHF and LLM Training
Matt Fitzpatrick, CEO of Invisible Technologies, joins Bloomberg Intelligence’s Mandeep Singh on this episode of the Tech Disruptors podcast to discuss the use…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…
- Tech Disruptors
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…