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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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49 episodes
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Avg 41 min
English

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Yesterday · 42 min
Figma on Why Design Gains Value in the AI Era
“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, tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of the Tech Disruptors podcast, the pair discuss how AI agents are changing design and software development, why agents may become the glue connecting different interfaces rather than replacing them and how Figma’s canvas and design systems provide the context teams need to move from prompt to prototype to production. Rasmussen explains how Figma is combining frontier and first-party models while using its design data and customer workflows to improve agent performance, reinforcing the importance of human taste, judgment and collaboration as code becomes easier to generate.
Tuesday · 49 min
IBM CEO on Enterprise AI and Software Strategy
“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, tells Bloomberg Intelligence senior technology analyst Anurag Rana in this episode of the Tech Disruptors podcast. The pair also discuss where enterprises are in AI adoption, why unlocking data across systems is critical to scaling agents and how AI could reshape software, application modernization and technology services. Krishna predicts enterprise technology spending will likely double over the next five to 10 years as a percentage of revenue from roughly 5-6% today, as AI drives greater spending on agents, applications, data and workflow modernization.
November 5 · 40 min
Axonius CEO on AI’s Expanding Attack Surface
As autonomous AI agents proliferate across enterprises, keeping track of assets, identities and access is becoming a bigger cybersecurity challenge. Axonius CEO Joe Diamond joins Bloomberg Intelligence’s analyst Mandeep Singh to discuss how agentic AI is expanding the attack surface through nonhuman identities and broader access to data and applications. They examine the OpenAI-Hugging Face incident and why continuous asset visibility, identity controls and real-time monitoring will become increasingly critical as AI agents scale.
November 3 · 40 min
Avathon’s AI Push for Autonomous Operations
AI is moving beyond software and into the physical operations that power industries like energy, manufacturing, logistics and aerospace. Avathon CEO Pervinder Johar joins Bloomberg Intelligence’s Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss how the company is using AI to reduce downtime, improve efficiency and support operating decisions. The conversation also explores physical AI and robotics, the shift from prediction toward autonomous action, customer deployments, market potential and how Avathon plans to scale over the next five years.
October 29 · 55 min
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. Grady joins Bloomberg Intelligence senior defense weapons analyst Wayne Sanders on this episode of the Tech Disruptors podcast to discuss quantum capabilities, including sensing, computing and magnetometry. The conversation also covers nuclear-power generation for contested logistics, robotics and advanced manufacturing for the next generation of warfare and the private-capital partnerships needed to support the ecosystem.
October 27 · 50 min
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 President of the Employee Experience Group at ServiceNow and co-founder of Moveworks, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this episode, they discuss how ServiceNow is turning EmployeeWorks into an enterprise front door, with universal and specialized assistants orchestrating work across HR, IT, CRM, ERP and other systems rather than simply generating answers. Shah explains how combining probabilistic AI with deterministic workflows, flexible model selection and enterprise controls can deliver durable ROI through self-service while providing the secure execution layer agents need to operate at scale.
October 22 · 37 min
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 this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Jack Forestell, Visa’s chief product and strategy officer, joins BI fintech and payments analyst Diksha Gera to discuss what needs to be solved before agentic commerce can move from product discovery to transactions at scale. They explore how merchants distinguish legitimate agents from bots, how consumers set and verify an agent’s authority to spend, who carries liability when an autonomous transaction goes wrong and whether emerging payment and checkout protocols can work together. The discussion examines why solving identity, intent, control and accountability could determine how quickly AI agents graduate from shopping assistants to economic actors, and how that shift could affect merchant conversion, pricing and loyalty.
October 20 · 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.
October 15 · 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.

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