Tech Disruptors
by Bloomberg
Latest episode
Figma on Why Design Gains Value in the AI Era
Figma on Why Design Gains Value in the AI Era
About this podcast
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
The newest 50 of 392 episodes
- Figma on Why Design Gains Value in the AI Era · 43 min“As code becomes more and more commoditized and easier to produce, the value is moving up the stack to what you would call design,” Kris Rasmussen, chief architect at Figma…
- IBM CEO on Enterprise AI and Software Strategy · 49 min“In three years from now, 80% of all enterprise token usage will be on open weight or a model that the enterprise chooses where it runs,” Arvind Krishna, chairman and CEO of IBM…
- Axonius CEO on AI’s Expanding Attack Surface · 41 minAs autonomous AI agents proliferate across enterprises, keeping track of assets, identities and access is becoming a bigger cybersecurity challenge. Axonius CEO Joe Diamond joins…
- Avathon’s AI Push for Autonomous Operations · 41 minAI is moving beyond software and into the physical operations that power industries like energy, manufacturing, logistics and aerospace. Avathon CEO Pervinder Johar joins…
- Former Pentagon Vice Chair on Quantum, Nuclear · 55 min“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. Grady joins…
- ServiceNow on Rules, Rails and AI Execution · 51 min“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 President of the…
- Visa on Trust as the Key to Agentic Commerce · 38 minAI agents are rapidly reshaping product discovery and shopping, but earning consumer trust in payments is a critical barrier to fully autonomous commerce. In this episode of…
- RBC on Turning AI Into a Competitive Advantage · 47 min“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…
- Cornelis Networks Targets AI Fabric Bottleneck · 44 minCornelis Networks is bringing its high-performance computing heritage into AI as larger clusters put growing pressure on the network connecting accelerators. The company, which…
- Silver Lake’s Joe Osnoss on Changing Tech Stack · 41 minJust 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…
- Myers on Turning Compute Into an Asset Class · 44 min“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…
- Unified Cyber Resilience in an Agentic AI Era · 35 minAgentic 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…
- Zillow CTO on How AI Changes Home Buying · 35 minZillow 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…
- Latham & Watkins on AI’s Capital-Spending Boom · 48 min“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’…
- JFrog’s Focus on Supply Chain with Agentic AI · 44 minJfrog 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…
- Vast Data Tackles Enterprise AI Security Needs · 41 minVast 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…
- Walmart-Backed OnePay on Consumer Fintech Moats · 37 minWhat 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…
- Amazon Opens Logistics Network to Everyone · 38 minAmazon.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…
- Xanadu CEO on Photonics in Quantum Computing · 32 minQuantum 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…
- AWS on Managing AI Costs and Enterprise ROI · 51 min“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…
- Liquid AI Takes Intelligence Beyond the Cloud · 44 min“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…
- BMO on Scaling AI for Measurable Business Value · 41 min“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…
- BILL’s CPO on Creating a Financial Platform · 39 minReducing inefficiencies across financial services, automating workflows and maximizing available cash flow for small- and medium-sized businesses (SMBs) is central to BILL’s…
- H Company CEO on Automating Enterprise Work · 48 min“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…
- GitLab on Agentic Infrastructure, AI Controls · 42 minFaster 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…
- Sierra on Long-Horizon AI Agents · 49 min“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…
- TD SYNNEX Evolves IT Distribution in the AI Era · 44 minAI is reshaping enterprise technology spending, expanding infrastructure demand beyond graphics processing units into servers, storage and networking while raising new questions…
- BNY CIO on AI and Bank Modernization · 45 min“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…
- Okta COO on Agent Security, Open Source Threats · 42 minOkta 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…
- Workday’s Shift From SaaS to AI · 53 minWorkday is transforming “from Workday.com to Workday.ai,” Gerrit Kazmaier, president of product and technology, tells Bloomberg Intelligence senior technology analyst Anurag Rana…
- HubSpot CTO on AI, Application Software Shifts · 35 minThe 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…
- Samsara CEO on Bringing AI to Fleet Ops · 41 minArtificial intelligence is moving beyond chatbots and into the cab, helping trucking fleets improve safety, efficiency and asset utilization. In this special crossover episode of…
- Solidigm on AI Driving New Era for Data Storage · 29 minCo-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…
- Helix on Easing the AI-Infrastructure Crunch · 48 min“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…
- JPMorgan’s CIO on AI, Global Financial Systems · 31 min“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…
- Lazard’s Bilicic on Power Demand in the AI Era · 42 min“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…
- Booking.com on Global Demand, AI in Travel · 36 min“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…
- Synopsys Hits Agentic Status With AgentEngineer · 33 minThe 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…
- IOWN’s Wright, Wang on Photonics-Based Networks · 41 minIn 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…
- Uniphore’s Sachdev on FDEs and Data Ontologies · 38 minUniphore 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…
- CoreWeave CTO on AI Cloud Infrastructure · 46 min“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…
- SailPoint’s Mills on Governance for AI Agents · 38 minThe governance landscape for AI agents is evolving amid new developments around agentic workflows, says SailPoint President Matt Mills. He joins Bloomberg Intelligence analyst…
- JFrog CEO on Coding Agents, Supply-Chain Risk · 38 min“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 of JFrog. Ben Haim…
- Red Hat, Open Source, and Enterprise AI · 49 min“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 price,” says Matt…
- Financing the AI Data Center Boom · 33 min“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 the firm’s private…
- SentinelOne CEO on Security Changes, AI Agents · 39 minThe cybersecurity industry is facing unprecedented challenges as AI models become more capable. On this episode of Tech Disruptors, SentinelOne co-founder and CEO Tomer…
- Invisible Technologies on RLHF and LLM Training · 41 minMatt Fitzpatrick, CEO of Invisible Technologies, joins Bloomberg Intelligence’s Mandeep Singh on this episode of the Tech Disruptors podcast to discuss the use of reinforcement…
- Fiserv on the Modern Banking Tech Stack · 40 minArtificial intelligence is reshaping banking infrastructure, from accelerating core migrations to enabling agentic experiences that can automate complex workflows. In this…
- DDN CEO Bouzari on Solving AI Data Bottlenecks · 49 minAs 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…
- Apollo on Funding AI Infrastructure · 42 min“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…
