Tech Disruptors

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 leverag...

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...

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 shi...

“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...

“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, g...

“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-c...

“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 geop...

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...

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 electri...

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...

“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 process...

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 m...

“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 sof...

“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...

“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 Disr...

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 cy...

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 langua...

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...

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...

“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, chi...

“This year is a much more radical technology shift and the most consequential, I believe, ever. But still, you need all foundations of the house to be in order,” Sebastian Steinhaeuser, Chief Operating Officer at SAP, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this episode of Tech Disruptors, the pair discuss SAP’s autonomous enterprise vision, the rise of Joule assista...

“Every data center will need some part of AI capabilities to run workloads like inference, because it’s just becoming such a fundamental part of all of this cloud technology,” says Alistair Speirs, general manager of Microsoft’s Azure Infrastructure. Speirs joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana on this episode of the Tech Disruptors podcast to discuss how AI infrastruc...

Bloomberg Intelligence Head of Technology Research Mandeep Singh is joined by Nicole Hu, a Silicon Valley technology veteran and GLG expert, to explore the implications of Google’s TurboQuant paper and the evolving economics of AI infrastructure. As hyperscalers look to improve the efficiency of AI workloads, advances in quantization are redefining the tradeoffs between memory and compute, with fa...

“OpenAI has only two AI accelerator compute vendors in production today, Cerebras and Nvidia,” Cerebras CEO Andrew Feldman says. Four days after Cerebras went public, Feldman joined Bloomberg Intelligence’s Kunjan Sobhani to discuss the company’s next chapter and the rapidly shifting AI infrastructure landscape. Feldman breaks down the OpenAI deal, the strategic AWS partnership around disaggregate...

Younger users of dating apps want “lower pressure” and “more authentic ways of connecting,” and Tinder’s new products aimed at meeting those needs appear to be aiding Match Group’s turnaround, CFO Steve Bailey says. Bailey joins Bloomberg Intelligence’s Nicole D’Souza on this episode of the Tech Disruptors podcast to discuss how dating-app behavior is changing after the pandemic, why Gen Z women a...