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.
71episodes
Episodes
Newest firstAll episodes
Workday’s Shift From SaaS to AI
1w ago00:52:48Tap to summarizeWorkday 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.
Transcribe →HubSpot CTO on AI, Application Software Shifts
2w ago00:35:10Tap to summarizeThe 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.
Transcribe →Samsara CEO on Bringing AI to Fleet Ops
2w ago00:41:03Tap to summarizeArtificial 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.
Transcribe →Solidigm on AI Driving New Era for Data Storage
2w ago00:28:56Tap to summarizeCo-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.
Transcribe →Helix on Easing the AI-Infrastructure Crunch
3w ago00:48:24Tap to summarize“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.
Transcribe →JPMorgan’s CIO on AI, Global Financial Systems
3w ago00:30:43Tap to summarize“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.
Transcribe →Lazard’s Bilicic on Power Demand in the AI Era
3w ago00:41:35Tap to summarize“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).
Transcribe →Booking.com on Global Demand, AI in Travel
4w ago00:36:25Tap to summarize“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.
Transcribe →Synopsys Hits Agentic Status With AgentEngineer
4w ago00:32:42Tap to summarizeThe 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.
Transcribe →IOWN’s Wright, Wang on Photonics-Based Networks
Jul 1300:41:03Tap to summarizeIn 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.
Transcribe →