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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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26 episodes
Avg 40 min
English

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Thursday · 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.
Tuesday · 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.
August 18 · 48 min
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 Bloomberg Intelligence senior technology analyst Anurag Rana. The pair discuss the evolution from single-interaction service bots to long-horizon agents that can reason across weeks or months, coordinate conversations across multiple channels and pursue high-value outcomes such as mortgage origination, customer retention and sales. Bavor explains why the context layer could become a critical source of competitive advantage, enabling agents to build memory from each customer interaction and use those insights to deliver increasingly personalized and productive experiences.
August 13 · 44 min
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 raising new questions about cloud economics and on-premises deployments. TD SYNNEX CEO Patrick Zammit joins Bloomberg Intelligence senior technology analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss enterprise demand, supply-chain dynamics, AI adoption and why the next phase of AI could broaden the opportunity across the technology stack.
August 11 · 45 min
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 Senior Analysts Paul Gulberg and Anurag Rana. In this episode, the group discusses how BNY built Eliza as a model-agnostic AI platform and governance layer to expand access to AI while maintaining control over data, spending and risk. Russell explains how AI is increasing engineering capacity, supporting digital employees and cybersecurity, and helping BNY modernize systems and prepare for always-on financial markets.
August 6 · 41 min
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. Kelleher joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss how Okta is adapting to the rise of agentic identities and the industry’s shift from a seat-based to a token-consumption business model.
August 4 · 52 min
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 analyst Anurag Rana in this episode of the Tech Disruptors podcast. They discuss how cognitive computing is reshaping enterprise software, why deterministic systems such as payroll remain essential and how AI agents could transform recruiting, travel, expenses and employee services. Kazmaier explains how Workday is combining trusted HR and finance data, outcome-based pricing and a fleet of specialized models to deliver accurate automation while reducing deployment complexity and expanding further into the midmarket.
July 30 · 35 min
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 podcast, HubSpot Chief Product and Technology Officer Duncan Lennox discusses AI’s effect on marketing, sales and service applications. He joins Bloomberg Intelligence analyst Niraj Patel to explore how HubSpot is leveraging AI across its software portfolio for small and medium-sized businesses. Duncan dives into the company’s proprietary data stack, the changing landscape for customer relationship management, AI’s impact on software buying, managing LLM inference costs, HubSpot’s new agent-builder solution and more.
July 28 · 41 min
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 crossover episode of Talking Transports and Bloomberg Intelligence’s Tech Disruptors podcast, Samsara co-founder and CEO Sanjit Biswas joins BI senior transportation and logistics analyst Lee Klaskow and senior software analyst Niraj Patel to discuss how AI is transforming physical operations. Biswas explains how Samsara’s platform combines Internet-of-Things devices, AI-powered cameras, telematics and workflow software to help transportation companies optimize routing, automate maintenance, improve shipment visibility and reduce risk. He also discusses why proprietary operational data is becoming a key competitive advantage and how AI agents are evolving from analytics tools into real-time operational assistants across the logistics industry.
July 27 · 28 min
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 data-center storage as NAND flash-memory prices continue their unprecedented rise. They explore the technologies driving greater solid-state-drive adoption, including KV cache, which stores AI models’ working memory during inference, and why the shift to agentic AI could lift NAND content to as much as 25 exabytes (25 million terabytes) per gigawatt of deployed compute. The conversation also examines how longer-term supply contracts may reshape memory cyclicality, creating a different industry cycle over time.
July 24 · 48 min
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 they have,” says Adam Selipsky, co-founder and CEO of Helix Digital Infrastructure and former AWS CEO. In this episode of Tech Disruptors, Selipsky and co-founder Waldemar Szlezak, global head of Digital Infrastructure at KKR, speak with Bloomberg Intelligence associate director of research Alexandra Davidov and senior technology analyst Anurag Rana to discuss how Helix is addressing the bottleneck in physical AI scaffolding. They explain why traditional, uncoordinated data-center projects fail, how strategic partnerships with Vistra and Nvidia provide a single-counterparty solution and what it takes to build repeatable, long-term compute capacity at scale.
July 22 · 30 min
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 the implications of that to how you build and deliver, build, package, deliver software,” says Lori Beer, JPMorgan Chase global CIO. In this episode of Tech Disruptors, Beer and Alison Williams, Bloomberg Intelligence director of research, global strategy, explore the double-edged sword of AI in cybersecurity, from offensive model threats to automated vulnerability detection. Beer outlines the bank’s proactive posture, the importance of open-source hygiene, and how AI-driven speed is transforming defenses for global financial systems.
July 20 · 41 min
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, Lazard vice chairman of investment banking and global head of power, energy and infrastructure. Bilicic joins Bloomberg Intelligence’s Alexandra Davidov and Rob Barnett on this episode of the Tech Disruptors podcast to discuss why AI and data-center demand are reshaping the outlook for utilities, power markets and infrastructure investment. They also explore why the next phase of the build-out will require more than simply adding generation wherever demand appears. The conversation covers financing, M&A, grid constraints, gas, renewables, storage, nuclear, permitting and Lazard’s latest work on the levelized cost of energy (LCOE).
July 17 · 36 min
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 officer of Booking.com. Waters joins Bloomberg Intelligence analyst Nicole D’Souza on this episode of the Tech Disruptors podcast to discuss the outlook for global travel demand. They also explore the effect of macroeconomic and geopolitical trends on the industry and how Booking.com is using AI to enhance trip planning, customer service and marketing. The conversation examines the company’s competitive positioning, loyalty strategy and growth in alternative accommodations and experiences, as well as how Booking is preparing for an AI-driven future in travel.
July 15 · 32 min
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 Vice President of AI and Machine Learning Thomas Andersen discusses the evolution of the company’s AI portfolio. He joins Bloomberg Intelligence analyst Niraj Patel to explain how Synopsys progressed from leveraging AI through reinforcement learning across design, verification and test workflows to introducing AgentEngineer, a multi-agent AI-orchestrated workflow. Andersen also discusses the intersection of simulation and electronic design automation (EDA), the role of humans in the loop for chip design, AI’s current shortcomings, the pace of AI-tool adoption, the industry’s path beyond Moore’s law and much more.
July 13 · 41 min
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 Wang (Chief Strategy & Innovation Officer, Cloud, Accenture) talk through the accelerating shift towards photonics-based networks and how this next-generation technology can help unlock the full potential of the AI economy. Replacing electrical-based connectivity with optics promises to drastically increase processing speeds, reduce latency, and lower power consumption for high-demand AI, cloud computing, and financial networks.
July 10 · 37 min
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 for developing ontologies compared with the use of forward-deployed engineers (FDEs) by hyperscalers and frontier large-language-model companies. He explores Uniphore’s approach to leveraging small language models for use cases such as claims and billing, as well as the trade-offs with frontier models used for cybersecurity and coding agents.
July 8 · 46 min
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, co-founder and CTO of CoreWeave, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. “Instead of throwing out half the potential capacity, we say that we expect some of these to fail. Then we build systems, automation and processes around handling those failures gracefully.” In this episode of Tech Disruptors, the pair discuss why AI infrastructure requires a fundamentally different architecture to traditional CPU-based cloud. Salanki also explains how CoreWeave is addressing training, inference and agentic workloads while navigating token costs, Nvidia chip demand and power constraints.

Showing 1–20 of 26 episodes