Tech Disruptors

“The more microservices that you have, the more agent-ready you are because you can at least start taking these components, and convert them into agent infrastructure,” says Asa Kalavade, vice president of AWS Transform to Bloomberg Intelligence senior technology analyst Anurag Rana. The pair discuss how agentic AI is accelerating legacy modernization across mainframe, NET, VMware and other enterp...

Quantum computing is approaching an inflection point, with dozens of companies racing to be the first to achieve widespread commercialization. In this episode of the Tech Disruptors podcast, QuEra Computing Chief Commercial Officer Yuval Boger joins Bloomberg Intelligence analyst Jake Silverman to discuss why neutral atom quantum computing could prove the most successful among a variety of approac...

As companies shift from one-way customer notifications to AI-powered, personalized conversations at scale, developers need advanced communications infrastructure to build omnichannel digital messages. Twilio — which powers B2C SMS, two-factor authentication, customer alerts and reminders alongside other digital interactions — has positioned itself as critical infrastructure for the AI era. Growth...

AI agents are reshaping enterprise workflows, increasing the importance of organizational context and connected data. Atlassian CEO and co-founder Mike Cannon-Brookes joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how Atlassian is embedding AI across Jira, Confluence and service-management tools through its Rovo platform and Teamwork Graph. “The future is about huma...

Seagate has become a critical enabler of hyperscale and AI-driven data infrastructure. In this episode of the Tech Disruptors podcast, CEO Dave Mosley tells Bloomberg Intelligence analyst Woo Jin Ho how storage demand is evolving with cloud and AI workloads, from nearline hard-disk-drive adoption to next-generation technologies such as HAMR. The podcast also explores how AI is reshaping storage ar...

Enabling mid-market businesses to ramp up customer support and employee experience is Freshworks’ primary focus. The company is expanding its AI suite — AI Agents, AI Copilot and AI Insights — to handle a range of business tasks, from password resets to product returns, for its 75,000 customers. In this Tech Disruptors podcast episode, Freshworks CEO Dennis Woodside speaks with Bloomberg Intellige...

“For commercial companies trying to operate in this space, they have to be willing to understand that what they’re building is fundamentally different, and if they’re not willing to invest in this way, they can struggle with adoption,” said Skyler Onken, co-founder of Twenty, an offensive-cyber company seeking to reshape cyber warfare. On this episode of the Tech Disruptors podcast, Onken joins Bl...

Stablecoins are emerging as the core plumbing of on-chain finance, pulling payments, reserves and eventually broader capital markets onto blockchain rails. In this episode of the Tech Disruptors podcast, Charles Cascarilla, CEO and co-founder of Paxos, joins BI analyst Diksha Gera to discuss how this shift can improve access, speed and efficiency across financial markets, with PayPal and Schwab as...

Zscaler CEO Jay Chaudhry discusses Anthropic’s Mythos and its implications for AI agent deployments in a wide-ranging conversation with Bloomberg Intelligence’s Mandeep Singh in this episode of the Tech Disruptors podcast. They explore the changing nature of the cybersecurity landscape, from securing AI agent identities to zero-day attacks enabled by AI coding agents.

To solve the employee-support problem, “you actually have to solve the automation problem,” Serval co-founder and CEO Jake Stauch tells Bloomberg Intelligence senior technology analyst Anurag Rana on the Tech Disruptors podcast. In this episode, they discuss why Jake believes IT service-management (ITSM) providers such as ServiceNow are being disrupted by AI-native automation rather than better ti...

“Over 80% of Marketplace transactions are still self-service today, but the bulk of the revenue is enterprises buying large contracts,” Matt Yanchyshyn, vice president of AWS Marketplace and Partner Services, tells BI senior technology analyst Anurag Rana. Yanchyshyn explains how AWS Marketplace has evolved from an app-store-style catalog into an enterprise procurement channel offering private off...

AI agents are driving more experimentation and early production use cases across enterprise workflows. Box CEO Aaron Levie and AWS Director of Financial Services Market Development John Kain join Bloomberg Intelligence senior software analyst Sunil Rajgopal on this episode of the Tech Disruptors podcast to discuss how financial institutions are applying agentic AI to onboarding, compliance and doc...

AI’s expansion into enterprise use is exposing a gap between rapid prototyping and reliable deployment across the organization. Domino Data Lab CEO Nick Elprin joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how model-driven organizations are putting AI to work in core-business settings, where governance and standardization are essential. As coding assistants enable...

“We charged for outcomes with Fin…we’re charging when we did the work properly, and we weren’t charging when we didn’t,” Des Traynor, Intercom’s co-founder and chief strategy officer, tells Anurag Rana, senior technology analyst at Bloomberg Intelligence. In this Tech Disruptors episode, Traynor explains why Intercom chose to cannibalize its seat-based support software as a service to launch an AI...

Ericsson’s recent headway in securing contracts for 5G enterprise applications signals a rise in commercial deployments as business customers gain confidence in the technology’s potential to improve returns. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ericsson SVP and Head of Business Area Enterprise Wireless Solutions Asa Tamsons joins BI senior telecom analyst John Butle...

Mastercard’s push into stablecoin infrastructure, including its proposed acquisition of BVNK, alongside advances in enabling agentic payments, reflects an evolution rather than a disruption of its core business. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Jorn Lambert, Mastercard’s chief product officer, joins BI fintech and payments analyst Diksha Gera to discuss how Mast...

Concentrix CEO Chris Caldwell joins Bloomberg Intelligence analyst Tamlin Bason to examine how AI is reshaping customer experience. As companies move from pilots to scaled deployment, Caldwell discusses how AI is enabling more personalized, real-time interactions, while introducing risks around consistency, trust and brand control. The conversation also explores the role of incumbents like Concent...

“Enterprises cannot vibe operate,” declares Madhav Thattai, GM and EVP of Salesforce AI, on this episode of Bloomberg Intelligence’s Tech Disruptors podcast. Thattai and BI senior technology analyst Anurag Rana discuss why Salesforce thinks the “SaaSpocalypse” narrative misses how agents change outcomes and how the company is trying to measure that shift with Agentic Work Units (AWUs) — a way to t...

AI adoption is moving from experimentation to execution, exposing gaps in data quality and governance. Qlik CEO Mike Capone joins Bloomberg Intelligence Senior Software Analyst Sunil Rajgopal to discuss why enterprises must build strong data foundations rather than rely on plug-and-play LLMs. “SaaS isn’t going away — it just has to be rewired,” Capone says, highlighting how AI is reshaping softwar...

The assumption that output grows linearly with headcount no longer holds. As AI tools drive a step-change in productivity, companies are rethinking their operating models. In this episode of the Tech Disruptors podcast, Owen Jennings, executive officer and business lead at Block, joins Bloomberg Intelligence Fintech and Payments Analyst Diksha Gera to discuss Block’s decision to reduce its workfor...

In banking, the AI question isn’t “Can you build it?” — it’s “Can you explain it, monitor it, and shut it off when required?” As the hype cycle moves past chatbots, a real competitive divide is emerging: institutions that can operationalize AI with auditability and control versus those layering copilots onto legacy workflows and hoping for the best. In this episode of Bloomberg Intelligence’s Tech...

Lumentum CEO Michael Hurlston and VP of Investor Relations Kathy Ta join Bloomberg Intelligence’s Jake Silverman on this episode of the Tech Disruptors podcast to discuss how optics are playing an increasingly critical role in networking inside and across AI data centers. They explore how the company is becoming a key supplier of systems and lasers to hyperscalers. Hurlston unpacks his broad and l...

Reddit’s Chief Operating Officer Jen Wong discusses the impact of gen AI models on its platform and how the company is positioning itself in the era of chatbots and LLMs. Wong sits down with Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh to discuss  the company’s ads business and how it plans to leverage LLM search to boost engagement. All the metrics referenced in the e...

Resale is evolving from a fragmented, thrift-driven experience into a technology-enabled infrastructure layer for the apparel industry. James Reinhart, co-founder and CEO of ThredUp, joins Bloomberg Intelligence senior equity retail analyst Poonam Goyal on this episode of the Tech Disruptors podcast. They discuss how automation, machine learning and AI are reshaping the economics of secondhand ret...

“No great company became a great company because they saved a lot of money,” says Eric Boyd, president of Microsoft’s AI platform. “They became a great company because they delivered amazing innovative experiences.” In this episode of Tech Disruptors, Boyd explains to Bloomberg Intelligence Senior Technology Analyst Anurag Rana how Azure OpenAI Service, Azure Machine Learning and Azure AI Foundry...