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PODCAST

Tech Disruptors

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.

business investing

All Episodes

35:33

NetApp’s CEO on Unifying Data for the AI Era

Tech Disruptors ·

2025/09/11

NetApp has evolved into a leader in intelligent-data infrastructure from a storage pioneer, helping enterprises unify, secure and optimize their data across on-premise and the cloud environments. Bloomberg Intelligence hardware analyst Woo Jin Ho hosts NetApp CEO George Kurian to discuss how he is positioning the company’s flagship data-management platform, ONTAP, along with its deep cloud partnerships, to meet the emerging demands of AI workloads and the next wave of enterprise storage growth.

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52:07

Tech Disruptors: Visa’s Bet on AI, Agentic Commerce,...

Tech Disruptors ·

2025/09/09

Visa processes more than 65,000 transactions per second across 200-plus countries, but behind those numbers lies a tech story that’s often overlooked. In this episode of the Tech Disruptors podcast, Rajat Taneja, Visa’s president of technology, joins Bloomberg Intelligence global fintech and payments analyst Diksha Gera to discuss how AI has been embedded in Visa’s DNA for decades, and how the company is now pushing into new frontiers — from Visa Intelligent Commerce to secure agentic payments,

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48:38

Salesforce’s Service Chief on Orchestrating Humans...

Tech Disruptors ·

2025/09/04

“You need to manage your labor force now of humans and AI agents very differently”, says Kishan Chetan, EVP & General Manager of Service Cloud at Salesforce, who argues service now means managing a blended workforce. In conversation with Anurag Rana, senior technology analyst at Bloomberg Intelligence in this episode of Tech Disruptors, he notes productivity gains of about 30% for some customers adopting agents in customer-service workflows, increasing reliance on the platform to orchestrate them

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50:00

Google Cloud and AI Agents Impact on Databases

Tech Disruptors ·

2025/08/28

Databases are shifting from passive engines to reasoning tools for artificial intelligence, according to Google Cloud’s Yasmeen Ahmad. She joined Bloomberg Intelligence senior technology analyst Mandeep Singh to discuss how AI agents are reshaping the market, citing production use cases involving retrieval-augmented generation and tokenization. Ahmad pointed to rising demand for databases and said Google’s infrastructure — including its in-house chips and large language models — gives the company an

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31:29

Klaviyo Empowers Brands Via Unified Tech Stack

Tech Disruptors ·

2025/08/19

Enabling brands to activate their data in selling across multiple channels with a targeted message is Klaviyo’s mission. The company’s customer-relationship-management technology lets users scale up with a personalized approach to millions of consumers. In this Tech Disruptors podcast episode, Klaviyo Chief Product Officer Adil Wali sits down with Bloomberg Intelligence analyst Niraj Patel to discuss how the company is expanding customer reach across email, SMS, mobile and other communication

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46:46

Is Agentic Commerce Next Frontier for PayPal?

Tech Disruptors ·

2025/08/14

PayPal is betting that artificial intelligence will drive the next wave of fintech innovation — from boosting developer productivity to fighting fraud and personalizing user experiences. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Prakhar Mehrotra, PayPal’s global head of AI, joins BI global fintech and payments analyst Diksha Gera to discuss how the company is preparing for “agentic commerce,” where AI agents may soon shop, decide negotiate and pay on users’ behalf. The

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51:43

PwC’s Take on the Future AI-Enhanced Workforce

Tech Disruptors ·

2025/08/12

Generative AI is transforming how enterprises and consultants create value, and on this episode of Tech Disruptors, Matt Wood, PwC’s global and US commercial technology and innovation officer, explains how it’s doing so. Wood tells Bloomberg Intelligence senior technology analyst Anurag Rana that it’s a “golden era” for professional services, where the scale and impact of work could grow exponentially. He shares insights from PwC’s Agent OS platform, AI adoption in regulated industries and new data

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49:42

Salesforce Marketing Cloud in a New AI Agentic World

Tech Disruptors ·

2025/08/07

“AI and agentic marketing is at the top of the list” as the next growth catalyst for customer engagement, Salesforce Marketing Cloud Chief Steve Hammond tells Bloomberg Intelligence, flagging the company’s move to deploy autonomous, context-aware agents that personalize outreach in milliseconds. In this Tech Disruptors episode, Hammond sits down with BI senior technology analyst Anurag Rana to explore how Salesforce’s Marketing Cloud unifies data across sales, service and commerce. He also discusses

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36:59

AT&T COO on Goal to Hold US Fiber Market Lead

Tech Disruptors ·

2025/08/05

AT&T aims to maintain a lead in the US fiber market to sustain growth as its core wireless business slows. In this episode of Tech Disruptors, Jeff McElfresh, Chief Operating Officer of AT&T, speaks with Bloomberg Intelligence analyst John Butler about the company’s plan to expand its base to more than 60 million locations by 2030, from just over 30 million today. They also discuss how solid planning and execution have helped the company to sustain steady subscriber gains in its wireless business

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47:25

SAP on How AI is Furthering the State of the Cloud...

Tech Disruptors ·

2025/07/31

AI “is about aligning the semantics of the data, and that’s again why I believe a suite of applications has advantages. If not, the customer has to do it themselves,” Jan Gilg, SAP’s chief revenue officer for the Americas and Global Business Suite, tells Anurag Rana, senior technology analyst at Bloomberg Intelligence. In this Tech Disruptors episode, the two discuss SAP’s Business Data Cloud, its open multi-large-language-model approach, the Joule digital assistant’s cross-application orchestration

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44:44

Novo Nordisk Foundation and the Evolution of Quantum...

Tech Disruptors ·

2025/07/29

Quantum computing remains an area of high interest as use cases hinge on improving qubits and making them less error-prone for calculations. According to Professor Lene Oddershede, chief scientific officer for Planetary Science & Technology at the Novo Nordisk Foundation, the field is on the cusp of exponential growth in the coming years. She joins Bloomberg Intelligence’s analysts Mandeep Singh and Sam Fazeli on this episode of the Tech Disruptors podcast to discuss the applications of quantum

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41:22

Smartsheet CEO on AI Redefining Work Management

Tech Disruptors ·

2025/07/24

Work-management platforms are being redefined by AI, new pricing models and intensifying competition. In this Tech Disruptors episode, Smartsheet CEO Mark Mader joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how technology evaluation is changing in the AI era, with companies balancing “buy vs. build” decisions, and Smartsheet’s evolution from seat-based pricing to more flexible, consumption-driven models. The conversation highlights Smartsheet’s focus on specialized

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41:54

HPE Taps Supercomputer Past for Its AI Future

Tech Disruptors ·

2025/07/22

HP Enterprise has leveraged its deep supercomputing roots to play a leading role in the AI-infrastructure revolution. Bloomberg Intelligence hardware analyst Woo Jin Ho hosts HPE Senior Vice President of High Performance Computing & AI Trish Damkroger to discuss how the company’s rich supercomputing technology portfolio, such as fanless liquid cooling, AI networking and clustering compute, puts it in good position to steer the next generation of AI compute.

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37:36

Roblox CEO Baszucki on AI, 3D, Stable Coins

Tech Disruptors ·

2025/07/17

Roblox CEO Dave Baszucki said an immersive 3D co-experience is going to form the future foundation for how people communicate, connect, shop, learn and play together — even how they experience entertainment. Gaming has always been at the forefront of 3D communication. Baszucki joins Bloomberg Intelligence’s head of technology research, Mandeep Singh, to discuss the use of AI in gaming, infrastructure, engagement and content safety among other topics. They also cover changes to the Roblox platform

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37:37

Scale Out to Scale Up in Broadcom’s AI Network

Tech Disruptors ·

2025/07/15

“AI is a distributed system — and the network is the computer,” says Ram Velaga, senior vice president of Broadcom’s Core Switching Group. In this episode of Tech Disruptors, Velaga joins Bloomberg Intelligence’s Kunjan Sobhani to explain how Ethernet is expanding from scale-out AI networking into the scale-up domain, challenging proprietary solutions like NVLink and Infiniband. The discussion covers Broadcom’s Tomahawk 6 and Ultra product lines, its open SUE spec, and why simplicity, bandwidth and

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42:09

Snyk CEO Talks About Security for Coding Tools

Tech Disruptors ·

2025/07/08

The current phase of software development is probably the most insecure era ever — there’s so much more application and code that’s vulnerable, according to Snyk CEO Peter McKay. “It was a struggle for security teams to keep up with the pace of software development prior to generative AI, and now with generative and copilot and Windsurf and all the tools that are out there, you know, they’re moving even faster and security is struggling to keep up.” McKay joins Bloomberg Intelligence’s head of

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30:57

Upwork Rides Wave of Freelancers, Talent Demand

Tech Disruptors ·

2025/07/03

Helping knowledge workers and businesses connect in a work marketplace is Upwork’s central mission. A new wave of freelance workers is disrupting typical hiring channels and helping enterprises fill their talent and skills gaps. In this Tech Disruptors podcast episode, Upwork CEO and President Hayden Brown sits down with Bloomberg Intelligence analyst Niraj Patel to outline the company’s product suite, approach to over 830,000 customers and changing dynamics of work. She discusses its core offering,

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37:59

Intersect Power and AI Data-Center Scaling

Tech Disruptors ·

2025/07/01

The tech DNA is what’s missing in the power industry, according to Intersect Power CEO Sheldon Kimber. “The fastest-growing technology the world has ever seen is now basically stuck behind one of the most boring and least innovative industries in the world.” In this episode of the Tech Disruptors podcast, Kimber joins Bloomberg Intelligence’s head of technology research, Mandeep Singh, to discuss power needs tied to AI data centers and the infrastructure build-out by hyperscalers. They also cover

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44:26

Vercel COO on Scaling the AI-Native Web Stack

Tech Disruptors ·

2025/06/25

Front-end development is rapidly evolving, driven by large-language models, agentic workflows and serverless architecture — enabling smarter, scalable apps and blurring front- and back-end boundaries. In this episode of the Tech Disruptors podcast, Vercel’s Chief Operating Officer Jeanne DeWitt Grosser joins Bloomberg Intelligence senior analyst Sunil Rajgopal to discuss the company’s go-to-market strategy, enterprise growth and revenue expansion. They also explore Vercel’s core offerings — ranging

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38:30

Juniper Networks Moves Ahead in AI

Tech Disruptors ·

2025/06/24

While the tech world watches Hewlett Packard Enterprise’s proposed acquisition of Juniper Networks unfold, Juniper is still moving ahead. CEO Rami Rahim joins Bloomberg Intelligence’s Woo Jin Ho to unpack how Juniper is seizing the AI moment and driving market-share gains with cutting-edge innovations like 800G AI switching and Mist AI. From cloud data centers to campus networks, discover how Juniper is redefining leadership in AI infrastructure and network automation.

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290 results

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