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Tech Disruptors

Bloomberg

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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42 episodes
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Yesterday · 46 min
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 you already do today,” Bruce Ross, group head of artificial intelligence at Royal Bank of Canada, tells Bloomberg Intelligence Senior Analysts Paul Gulberg and Anurag Rana. In this episode, the group discusses how RBC’s decade-long investment in proprietary models, data infrastructure and AI talent is translating into measurable returns across credit, software development, fraud prevention and client engagement. Ross explains how intelligent model routing, more than 50,000 internal agents and a growing ability to build capabilities in-house are reshaping RBC’s technology stack while preserving the controls and trust required in banking.
Thursday · 44 min
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. The company, which has its roots in Intel’s former Omni-Path business, is expanding from scale-out into scale-up networking with its Active Compute Fabric. CEO Lisa Spelman joins Bloomberg Intelligence analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss why bandwidth alone may not solve AI infrastructure bottlenecks, the move from 400G to 800G and 1.6T, how networking can improve token economics, and how Cornelis sees its position evolving alongside Ethernet, InfiniBand and increasingly integrated AI systems.
October 13 · 41 min
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 sits down with Bloomberg Intelligence’s Mandeep Singh to discuss the “SaaSpocalypse” and the firm’s exposure to AI, data centers and other major technology themes. The conversation also explores how AI is reshaping software business models, competitive positioning and margin profiles of Silver Lake’s portfolio companies. Osnoss shares his perspective on where long-term value may emerge amid a shift in the technology stack.
October 8 · 44 min
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 global head of structured products and private capital markets. Myers joins Bloomberg Intelligence’s Alexandra Davidov and Rob Schiffman on this episode of the Tech Disruptors podcast to discuss how capital markets are evolving to fund the AI infrastructure build-out. He explains why a deeper secondary market for GPUs and compute systems could eventually allow investors to underwrite their residual value, rather than relying on today’s largely fully amortizing structures. The conversation also explores how public and private capital are converging, why the constraint on AI financing may be project readiness rather than investor capacity and how new structures are allowing even unrated neoclouds to access investment-grade financing when backed by high-quality customer contracts.
October 6 · 34 min
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 the Tech Disruptors podcast, Commvault CEO Sanjay Mirchandani joins Bloomberg Intelligence technology analyst Derek Mogull to explore Commvault’s shift from traditional backup toward unified data security, identity resilience and recovery. They discuss how enterprises are preparing for rapidly proliferating non-human identities and AI-driven data growth and why recovery is becoming a core element of cyber defense. The conversation also examines Commvault’s SaaS momentum, recent acquisitions and strategy for protecting increasingly complex hybrid and multi-cloud environments.
October 1 · 34 min
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 Disruptors podcast to discuss how artificial intelligence is reshaping the home-buying journey. The conversation explores how Zillow is extending AI across home search, mortgages and financing, agent tools and rich-media listings. They also discuss the company’s approach to fair-housing safeguards and the balance between AI and human expertise. Beitel highlights Zillow’s new AI Mode, saying customers who use it spend three times as much time on the site, conduct three times as many searches, view twice as many homes and connect with agents at three times the normal rate.
September 29 · 47 min
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 Latham & Watkins’ Emerging Companies & Growth Practice. Zaltzman joins Bloomberg Intelligence’s Alexandra Davidov and Rob Schiffman on this episode of the Tech Disruptors podcast to discuss how the AI-infrastructure boom is reshaping financing markets. They explore how lenders are underwriting graphics processing units (GPUs), data centers and power; why residual-value guarantees and other forms of credit support remain critical; and how private and structured capital are evolving as the market matures. The conversation also examines whether a slowdown in frontier-model development could meaningfully dent near-term compute demand, the push toward more standardized financing structures and how AI is changing the legal industry itself.
September 25 · 44 min
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 evolving software supply chain, driven by AI-agent deployments, MCP servers, and reusable skills, is emerging as a major trend that could reshape the broader DevOps market. They also discuss the security vulnerabilities with increasing model capabilities and the OpenAI-Hugging cyber incident.
September 24 · 41 min
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 Hallak returns to the Tech Disruptors podcast, joining Bloomberg Intelligence analyst Woo Jin Ho to discuss the challenges enterprises face in the AI era, why they need greater control over how models interact with sensitive data and how confidential computing can help bridge that gap. The conversation also explores the emerging need for model management, the role of data and infrastructure in agentic AI, the evolving vendor ecosystem and how Vast sees its position changing as AI deployments become more distributed, autonomous and complex.
September 22 · 37 min
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 converge around the same expanding suite of financial products, simply having more features is becoming less of a differentiator. In this episode of the Tech Disruptors podcast, OnePay CEO Omer Ismail joins Bloomberg Intelligence global fintech and payments analyst Diksha Gera to examine where the next competitive moats in consumer finance may actually emerge: distribution, economics, data and trust. They discuss whether Walmart’s enormous physical and digital reach can change the cost and adoption curve of building a financial platform; whether bundling banking, credit, payments and investing creates deeper customer relationships or just a longer product menu; and how AI agents could reshape who owns the financial interface.
September 15 · 38 min
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 podcast, Amazon Supply Chain Services Head Peter Larsen joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how ASCS is expanding across ocean and air freight, trucking, intermodal, fulfillment and parcel. Larsen says parcel is “cooking with gas,” while international markets offer significant growth potential. He explains how Amazon’s scale, more than 1 million robots and AI-powered inventory placement can give customers greater visibility and resilience. They also discuss rising trucking costs, Amazon’s shift toward more intermodal, its mix of owned and third-party capacity and why supply chains should be viewed as a growth driver rather than just a cost center.
September 10 · 32 min
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 this episode of the Tech Disruptors podcast, Xanadu founder and CEO Dr. Christian Weedbrook joins Bloomberg Intelligence analyst Jake Silverman to discuss how photonics could be used to achieve fault-tolerant quantum computing in the near future and how it differs from other approaches. They also discuss how enterprises view quantum computing today, potential applications and Xanadu’s plans to scale its quantum-computing hardware.
September 10 · 50 min
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 in Residence at AWS, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this episode, the pair discuss how enterprises are grappling with rising AI costs, from forecasting token consumption and eliminating waste to choosing the right mix of frontier, open-weight and smaller models. Hennesey explains why caching, intelligent model routing and tighter cost attribution can improve AI economics, while companies increasingly need to connect productivity gains to measurable business outcomes and ultimately the P&L.
September 3 · 19 min
Macro Matters: Barclays’ Meaning on UK Rates, Inflation, Growth
With the latest energy shock pushing UK inflation higher while economic growth remains subdued, investors are questioning whether markets have priced too much Bank of England tightening. Jack Meaning, UK chief economist at Barclays, joins Bloomberg Intelligence chief US interest rate strategist Ira Jersey to discuss that and more on this Macro Matters edition of the FICC Focus podcast. Meaning explains why Barclays expects inflation to climb above 3% in the second half of 2026 but sees little evidence of the wage or second-round effects that would make the increase durable. The two discuss why keeping Bank Rate at 3.75% already represents a meaningful tightening relative to earlier market expectations and how restrictive financing conditions and labor-market slack are weighing on growth. They also explore whether improving investment intentions — including spending tied to artificial intelligence — can provide support. The conversation examines Brexit’s lingering impact, the UK’s difficult fiscal choices and why Barclays expects the Bank of England to remain on hold this year before inflation moves back toward target in 2027. The episode concludes with a look at the central bank’s upcoming quantitative-tightening decision and the debate over continuing active gilt sales.
September 3 · 44 min
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 scientist at MIT’s Computer Science and Artificial Intelligence Laboratory, tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of the Tech Disruptors podcast, the pair discuss how Liquid AI’s alternative to transformer architecture could make foundation models dramatically more efficient, allowing specialized intelligence to run directly on cars, phones, laptops and other edge devices rather than relying on data centers. Hasani explains how Liquid AI is working with companies including Mercedes-Benz and Shopify while developing personalized and proactive agents that could turn its models into an intelligence layer spanning devices, enterprises and the physical world.
September 1 · 40 min
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 BMO Financial Group, tells Bloomberg Intelligence senior analysts Paul Gulberg and Anurag Rana. In this episode, the group discusses BMO’s AI profit target of $1 billion by 2030, how the bank is embedding AI into core workflows and why agentic systems still require strong human oversight, governance and measurable benchmarks. Milchanowski explains how BMO is designing for model change with a hybrid infrastructure, exploring small language models for focused workflows, and prioritizing measurable business value over token consumption as it expands AI across the enterprise.
August 27 · 38 min
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 central to BILL’s mission. On this episode of Tech Disruptors, the company’s chief product officer, Mike Cieri, joins Bloomberg Intelligence analyst Niraj Patel to discuss the creation of a future financial platform that covers payments, spending and expenses, accounts payable, financial planning and analysis and more. He explains how BILL is leveraging AI across its portfolio, which serves close to 500,000 SMBs, and talks about the fragmented payments landscape, customer priorities and the company’s transaction agents.
August 25 · 47 min
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 Analyst Anurag Rana. “What we do is basically [make] execution infinite so we can focus on intention and ideas and strategy.” In this episode of Tech Disruptors, the pair discuss how computer-use agents can operate enterprise software through existing user interfaces, enabling companies to automate workflows without first rebuilding, migrating or integrating their technology stacks. Cloix also explains why H Company combines specialized, lower-cost models with forward-deployed engineers to target measurable ROI, turning legacy software into an asset and creating an execution layer across disconnected enterprise systems.
August 22 · 41 min
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 CEO. Staples joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss GitLab’s position as a cloud- and model-neutral orchestration layer for coding agents, as well as the shift from seat-based subscriptions toward a hybrid model that includes consumption pricing for agentic workloads.
August 22 · 41 min
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 CEO. Staples joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss GitLab’s position as a cloud- and model-neutral orchestration layer for coding agents, as well as the shift from seat-based subscriptions toward a hybrid model that includes consumption pricing for agentic workloads.

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