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Tech Disruptors

A Investing , Business and Technology podcast

#164 in Investing · 🇸🇬 #176 in Investing · 🇮🇳
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About the show

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.

Newest episodes

Figma on Why Design Gains Value in the AI Era

42 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, 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.

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, 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.

Axonius CEO on AI’s Expanding Attack Surface

40 min

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.

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Figma on Why Design Gains Value in the AI Era

42 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, 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.

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, 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.

Axonius CEO on AI’s Expanding Attack Surface

40 min

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.

Avathon’s AI Push for Autonomous Operations

40 min

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.

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 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.

ServiceNow on Rules, Rails and AI Execution

50 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 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.

Visa on Trust as the Key to Agentic Commerce

37 min

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.

RBC on Turning AI Into a Competitive Advantage

46 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 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. 

Cornelis Networks Targets AI Fabric Bottleneck

44 min

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.

Silver Lake’s Joe Osnoss on Changing Tech Stack

41 min

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.

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 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.

Unified Cyber Resilience in an Agentic AI Era

34 min

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.

Zillow CTO on How AI Changes Home Buying

34 min

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.

Latham & Watkins on AI’s Capital-Spending Boom

47 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’ 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.

JFrog’s Focus on Supply Chain with Agentic AI

44 min

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. 

Vast Data Tackles Enterprise AI Security Needs

41 min

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.

Walmart-Backed OnePay on Consumer Fintech Moats

37 min

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.

Amazon Opens Logistics Network to Everyone

38 min

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.

Xanadu CEO on Photonics in Quantum Computing

32 min

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.

AWS on Managing AI Costs and Enterprise ROI

50 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, 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.

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 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.

BMO on Scaling AI for Measurable Business Value

40 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, 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.

BILL’s CPO on Creating a Financial Platform

38 min

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.

H Company CEO on Automating Enterprise Work

47 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. “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.

GitLab on Agentic Infrastructure, AI Controls

41 min

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.

Sierra on Long-Horizon AI Agents

48 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 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.

TD SYNNEX Evolves IT Distribution in the AI Era

44 min

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.

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 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.

Okta COO on Agent Security, Open Source Threats

41 min

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.

Workday’s Shift From SaaS to AI

52 min

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.

HubSpot CTO on AI, Application Software Shifts

35 min

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.

Samsara CEO on Bringing AI to Fleet Ops

41 min

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.

Solidigm on AI Driving New Era for Data Storage

28 min

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.

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 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.

JPMorgan’s CIO on AI, Global Financial Systems

30 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 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.

Lazard’s Bilicic on Power Demand in the AI Era

41 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 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).

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 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.

Synopsys Hits Agentic Status With AgentEngineer

32 min

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.

IOWN’s Wright, Wang on Photonics-Based Networks

41 min

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.

Uniphore’s Sachdev on FDEs and Data Ontologies

37 min

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.

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 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.

SailPoint’s Mills on Governance for AI Agents

38 min

The governance landscape for AI agents is evolving amid new developments around agentic workflows, says SailPoint President Matt Mills. He joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast. The conversation also explores how agentic AI could reshape identity governance, from internal functions and product capabilities to potential shifts in pricing models and customer adoption.

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 joins Bloomberg Intelligence analyst Mandeep Singh in this episode of the Tech Disruptors podcast to discuss the impact of large-language-model coding agents, the challenges of keeping up with model guardrails, and why software supply-chain security and governance are top of mind for modern enterprises. Ben Haim explains how JFrog acts as the infrastructure and control plane for developer workflows, using JFrog Boost, a Model Context Protocol registry and JFrog Curation to help customers optimize token consumption, block malicious packages and automate software governance without compromising speed.

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 Hicks, CEO of Red Hat, in a discussion with Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this episode of the Tech Disruptors podcast, the pair discuss Red Hat’s role inside IBM, the durability of hybrid cloud and why OpenShift, virtualization and AI are becoming key growth drivers. Hicks explains how Red Hat is applying AI across engineering and business operations, using smaller models, containers and OpenShift to help customers build more flexible, cost-efficient AI infrastructure.

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 equity practice and co-lead of its data center practice, in conversation with Bloomberg Intelligence’s Associate Director of Research Alexandra Davidov and Senior Technology Analyst Anurag Rana. In this episode of Tech Disruptors, they discuss how AI data centers are reshaping infrastructure finance, from hyperscaler-backed leases and neo-cloud credit risk to private equity, private credit and sovereign capital. Siesser explains why power, community acceptance and supply-chain constraints remain key bottlenecks, while long-term leases and hyperscaler demand are reshaping how lenders underwrite the build-out.

SentinelOne CEO on Security Changes, AI Agents

39 min

The cybersecurity industry is facing unprecedented challenges as AI models become more capable. On this episode of Tech Disruptors, SentinelOne co-founder and CEO Tomer Weingarten talks about deploying security for AI agents and the evolution of the security operations center (SOC) with LLMs. He joins Bloomberg Intelligence analyst Mandeep Singh to discuss the impact of Anthropic Mythos, M&A in cybersecurity and the changing nature of attacks as tools become more sophisticated.

Invisible Technologies on RLHF and LLM Training

40 min

Matt 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 learning by frontier model providers for training, as well as the company’s enterprise business. They explore reinforcement learning from human feedback (RLHF), agentic AI and self-improvement, the evolution of large language models, coding agents and contact centers.

Fiserv on the Modern Banking Tech Stack

40 min

Artificial intelligence is reshaping banking infrastructure, from accelerating core migrations to enabling agentic experiences that can automate complex workflows. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Vishal Dalal, chief product officer of financial solutions at Fiserv, joins BI fintech and payments analyst Diksha Gera to discuss how banks are using AI to modernize legacy systems and improve data quality while managing security, compliance and governance risks. The conversation explores Fiserv’s vision for AgentOS, an intelligence layer that sits on top of bank data and applications, enabling agents to interact dynamically across platforms.

DDN CEO Bouzari on Solving AI Data Bottlenecks

48 min

As 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 increasingly focused on whether their infrastructure can move, manage, protect and deliver data fast enough to keep AI systems productive. In this episode of Tech Disruptors, Bloomberg Intelligence analyst Woo Jin Ho speaks with Alex Bouzari, CEO of DDN, about the company’s role in AI data infrastructure, the shift from storage to broader data platforms, DDN’s high-performance computing heritage, its work with Nvidia and the business-model changes taking shape as AI moves from experimentation to production.

Apollo on Funding AI Infrastructure

41 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 Bloomberg Intelligence’s Alexandra Davidov and Paul Gulberg on this episode of the Tech Disruptors podcast. Bittencourt discusses why AI is becoming a private-credit story, with trillions of dollars of data-center, power, chip and infrastructure investment needed to support the next phase of adoption. He also explains how Apollo underwrites AI infrastructure risk, why hyperscaler demand and investment-grade financing matter, and how investors should separate temporary software valuation resets from true business-model disruption.

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