Podcast
Tech Disruptors
Hosted by Bloomberg · EN
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.
59episodes
Episodes
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SailPoint’s Mills on Governance for AI Agents
5d ago00:38:14Tap to summarizeThe 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.
Transcribe →JFrog CEO on Coding Agents, Supply-Chain Risk
1w ago00:38:01Tap to summarize“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.
Transcribe →Red Hat, Open Source, and Enterprise AI
2w ago00:49:05Tap to summarize“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.
Transcribe →Financing the AI Data Center Boom
2w ago00:33:03Tap to summarize“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.
Transcribe →SentinelOne CEO on Security Changes, AI Agents
2w ago00:39:06Tap to summarizeThe 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.
Transcribe →Invisible Technologies on RLHF and LLM Training
3w ago00:40:34Tap to summarizeMatt 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.
Transcribe →Fiserv on the Modern Banking Tech Stack
3w ago00:40:04Tap to summarizeArtificial 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.
Transcribe →DDN CEO Bouzari on Solving AI Data Bottlenecks
4w ago00:48:31Tap to summarizeAs 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.
Transcribe →Apollo on Funding AI Infrastructure
Jun 1100:41:57Tap to summarize“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.
Transcribe →SAP COO on Why AI Needs Better Foundations
Jun 1000:47:38Tap to summarize“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 assistants and agents, and why AI may strengthen the case for cloud migration, data modernization, and application consolidation. Steinhaeuser explains how SAP is embedding business process context, governance, and industry-specific knowledge into its agentic layer while navigating shifts in software pricing, model strategy, and customer demand for measurable AI adoption.
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