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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

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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51:23

Vertiv CEO on Futureproofing AI Data Center Power,...

Tech Disruptors ·

2025/06/19

Data centers that are being designed today will need to accommodate IT technology of the future and remain viable during their 15-20-year life cycle. In this episode of Tech Disruptors, Vertiv CEO Giordano Albertazzi and Bloomberg Intelligence’s senior industrials analyst Mustafa Okur talk about the evolving power and cooling needs of data centers and whether a changing use case from training AI models to inference may reduce infrastructure equipment demand. They also discuss the next wave for

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44:42

Stack Overflow CEO on Dev Tools in the AI Era

Tech Disruptors ·

2025/06/17

Stack Overflow has long been the go-to platform for developers to learn, collaborate and solve coding challenges. In this Tech Disruptors episode, Bloomberg Intelligence senior analyst Sunil Rajgopal speaks with Stack Overflow CEO Prashanth Chandrasekar on how generative AI is reshaping developer workflows and platform strategy. They discuss the company’s pivot toward enterprise use cases, including private knowledge sharing, agentic AI integration and data licensing. The conversation also explores

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32:46

Akamai CEO on Tapping Security, Compute Growth

Tech Disruptors ·

2025/06/12

Akamai, a leading content delivery network (CDN) provider, has countered a decline in its CDN business by expanding into security and compute services, which offer much higher growth. These areas may expand at a double-digit rate over the next 3-5 years, with their combined revenue accounting for over two-thirds of sales and 100% of the company’s growth. In this episode of the Tech Disruptors podcast, CEO Tom Leighton discusses the latest trends in these segments with Bloomberg Intelligence’s John

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47:31

Pegasystems CEO on Rebuilding Workflows With AI

Tech Disruptors ·

2025/06/10

Enterprise software is evolving as generative AI enables smarter ways to build and run business processes. In this Tech Disruptors episode, Bloomberg Intelligence senior analyst Sunil Rajgopal speaks with Pegasystems CEO Alan Trefler on how tools like Blueprint and agentic workflows help modernize legacy systems and boost productivity. They discuss the company’s recurring software-as-a-service revenue, customer verticals and how its low-code roots power its AI strategy. Trefler also shares his views

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50:57

DigitalOcean CEO on Navigating AI Cloud in a Sea of...

Tech Disruptors ·

2025/06/05

“When you talk about inferencing, you have a real application. The application has data. The application has compute. The application needs to interface with other third-party applications. So, you need a full general-purpose cloud to coexist with a GPU cloud to power inferencing application at scale,” DigitalOcean CEO Paddy Srinivasan tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of Tech Disruptors, the two discuss DigitalOcean’s edge as a digitally-native

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51:53

How Motorola Solutions Is Building Smarter Safety...

Tech Disruptors ·

2025/06/03

Generative AI has changed how humans and systems interact, and the science of human-computer interaction is now really the science of human-AI interaction, says Motorola Solutions EVP & CTO Mahesh Saptharishi. He joins Bloomberg Intelligence tech analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to share how his company is building AI into its hardware and software to unlock new capabilities, while putting guardrails in place to ensure responsible use. Its AI for public safety,

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48:48

JPMorgan CIO on How the Global Bank is Approaching...

Tech Disruptors ·

2025/05/29

“Agent-to-agent interactions are very different than traditional system-to-system interactions, and so there’s a huge uplift we’re thinking about today that we need to be there to get to that truly agentic autonomous world,” says Lori Beer, chief information officer of JPMorgan Chase. In this episode of Tech Disruptors, Beer sits down with Bloomberg Intelligence senior banking analyst and research director Alison Williams and BI senior technology analyst Anurag Rana to discuss technology progress

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47:36

Qualys CEO on Cybersecurity Risk Environment

Tech Disruptors ·

2025/05/15

“How do you move the industry from what I call attack surface management to risk surface management?” Qualys CEO Sumedh Thakar asks Bloomberg Intelligence’s senior technology analyst, Mandeep Singh. “Just because something is attackable doesn’t mean that it actually has a risk of a loss to you.” In this episode of Tech Disruptors, Thakar and Singh sit down to discuss Qualys’ history in vulnerability management, the transition of the virtual-machine sector to more comprehensive risk-management

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39:43

Beyond Big Chips: Cerebras on Inference and AI

Tech Disruptors ·

2025/05/13

“We want every layer — chip, system, software — because when you own the stack you can outrun a GPU cluster by 40-70x,” Cerebras CEO Andrew Feldman says. In this episode of Tech Disruptors, Cerebras returns to the Bloomberg Intelligence podcast studios as Feldman joins Bloomberg Intelligence’s Kunjan Sobhani and Mandeep Singh to explain the progress from “biggest chip” to “fastest inference cloud.” Feldman unpacks the WSE-3 upgrade, six new data-center builds and fresh Meta and IBM deals that aim to

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40:26

Qualtrics CEO on How AI Agents Are Changing...

Tech Disruptors ·

2025/05/08

“What we’re finding is that greater customer experience is particularly critical when you have more uncertainty in any particular market,” explains Qualtrics CEO Zig Serafin to Bloomberg Intelligence senior technology analyst Anurag Rana, “What’s interesting is if you hone in on understating what drives your customer behavior, that usually brings more stability to uncertainty.” In this episode of Tech Disruptors, Serafin and Rana sit down to discuss Qualtrics’ history in customer experience (CX),

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50:54

Google Code Assistant and Developer Workflows

Tech Disruptors ·

2025/05/06

From Microsoft to GitHub and now Google, Ryan J. Salva, who leads product management for developer tools and operations at Google Cloud, has spent over 20 years working in software development. He sits down with Bloomberg Intelligence senior analyst Mandeep Singh to discuss the evolution of coding agents, Google’s coding assistant and how the new tools and capabilities could make it easy to migrate old code and change developers’ workflows.

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37:48

Google Cloud CTO on LLM Demand Surge, Use Cases

Tech Disruptors ·

2025/05/01

Since last year, Google has had 40x growth in Gemini use on its Vertex AI platform, highlighting the pace of demand in AI, says Will Grannis, chief technology officer of Google Cloud. In this episode of Tech Disruptors, Grannis sits down with Bloomberg Intelligence senior analyst Mandeep Singh to talk about the variety of use cases with large-language-model deployments. They discuss the company’s Ironwood TPU launch to give an end-to-end stack perspective around inferencing workloads, and what it

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42:43

Microsoft on the Future of the Human-AI Agent Work...

Tech Disruptors ·

2025/04/29

“The average knowledge worker is interrupted every two minutes during work hours,” according to Microsoft Chief Marketing Officer Jared Spataro. “You’re getting an email, a meeting kind of request, a chat coming in, and if you do the math, that’s 275 times a day.” On this episode of Tech Disruptors, Spataro joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana to discuss emerging trends in the way employees work and how AI is already changing the game. The two define the “Frontier Firm”

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36:06

Gusto Scales Up HR-Payroll Software for SMBs

Tech Disruptors ·

2025/04/22

Helping small businesses manage all things human resources — payroll, benefits, tax compliance and employee onboarding — is Gusto’s central focus, which presents unique challenges given the fragmented customer base. Chief Technology Officer Mike Tria outlines the company’s product-portfolio suite and the evolution of the human-capital management industry over the past 10 years from a technology angle. In this Tech Disruptors podcast episode, BI analyst Niraj Patel sits down with Tria to discuss

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44:53

AWS VP on How AI is Revolutionizing the Contact...

Tech Disruptors ·

2025/04/17

“I think people should stop thinking about contact centers as a thing that is sort of about being responsive and reactive, and instead, really how do we fundamentally change the way you think about the way you talk to customers,” says Pasquale DeMaio, Amazon Web Services’ vice president of Amazon Connect. “In that sense, I think the status quo is really our competition.” In this episode of the Tech Disruptors podcast, DeMaio and Anurag Rana, Bloomberg Intelligence’s senior technology analyst, touch

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39:02

SambaNova on AI Amid Tariff Ups and Downs, LLMs

Tech Disruptors ·

2025/04/15

US tariffs won’t change the cyclical journey in tech, with artificial intelligence set to be the dominant force for years to come the same way the Internet was, according to Rodrigo Liang, CEO of SambaNova, which builds AI hardware and software platforms. Liang joins Bloomberg Intelligence’s analyst Mandeep Singh on the Tech Disruptors podcast to discuss SambaNova’s cloud’s differentiation for inferencing workloads. They also talk about the demand for AI infrastructure, adoption of open-source

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38:23

Altair Pushes Simulation Software Into AI Era

Tech Disruptors ·

2025/04/10

Artificial intelligence is opening up new possibilities for computer simulation, offering lower costs and expedited processes in manufacturing, pharmaceuticals, financial services, energy and other industries. In this episode of the Tech Disruptors podcast, Jim Scapa, founder and former CEO of Altair, speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s portfolio expansion and broader customer reach beyond these verticals. He discusses the major consolidation drivers in

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293 results

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