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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

45:17

Penguin Solutions' Bespoke Advantage in AI Buildout

Tech Disruptors ·

2025/11/07

Emerging AI-hardware technologies are poised to reshape data centers. Penguin Solutions CTO Phil Pokorny joins Bloomberg Intelligence analyst Woo Jin Ho to discuss how the company’s bespoke engineering approach, which blends deep technical expertise with differentiated hardware and software, helps enterprises, neo-clouds and sovereign entities tackle the complexity of AI deployments across markets. The conversation also explores what it will take to stay ahead in the next phase of AI-infrastructure

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43:38

Rafay CEO on Orchestrating AI Infrastructure

Tech Disruptors ·

2025/11/04

AI infrastructure is becoming central to enterprise innovation as companies seek faster app delivery and efficient use of computing resources. In this episode of the Tech Disruptors podcast, Rafay Systems CEO Haseeb Budhani joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how Rafay helps enterprises and emerging cloud providers simplify AI deployment, optimize infrastructure costs and deliver scalable, developer-friendly experiences. The conversation highlights Rafay’s

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43:05

AWS Gears up for Agentic Shopping

Tech Disruptors ·

2025/10/31

How will agentic AI change the way we shop and reshape retailers’ go-to-market strategies? AWS’s David Dorf joins Bloomberg Intelligence analysts Poonam Goyal and Anurag Rana on this episode of the Tech Disruptors podcast to discuss intelligent agents’ growing impact on retail. Dorf explains how these AI “interns” can reason, use tools, act autonomously and even collaborate, unlocking new possibilities across retail operations. From multi-agent pricing systems and associated task automation to

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46:07

Docusign CEO on AI, IAM and Software’s Future

Tech Disruptors ·

2025/10/29

“We’re the only vendor that really provides that end-to-end suite and the scale and reach that Docusign has — we’re able to do this across an incredibly large customer universe.” Docusign CEO Allan Thygesen tells Anurag Rana, Bloomberg Intelligence senior technology analyst. “We’re passing 100 million customer contracts uploaded and extracted with AI.” On Thygesen’s second visit to the Tech Disruptors podcast, the two recap the advancements Docusign has made since he was last on in 2023. The

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49:14

AWS Infrastructure in the Era of AI Workloads

Tech Disruptors ·

2025/10/27

“The line between AI workload and non-AI workload is getting blurrier by the day.” Prasad Kalyanaraman, VP of AWS Infrastructure Services, talks with Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence, about what actually changes as AI scales. Prasad lays out the realities behind “AI data centers”: denser accelerators, non-blocking training networks, and modular in-chip liquid cooling. Underneath, the data-center basic priorities hold -— security as job zero, plus availability,

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45:10

How Figma Scales Freemium to Enterprise

Tech Disruptors ·

2025/10/24

“In this world of AI, there’s going to be more software, not less — and design and craft will matter more than ever,” Figma CFO Praveer Melwani says. On this episode of the Bloomberg Intelligence Tech Disruptors podcast hosted by BI technology analyst Anurag Rana, Melwani adds that Figma is a web-native, multiplayer platform for moving from idea to design to developer handoff, noting it complements rather than replaces Adobe. Melwani outlines the freemium-to-enterprise model and bundled seats

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33:31

Check Point CEO Zafrir on AI Agents, Security

Tech Disruptors ·

2025/10/20

“We’re in the first inning right now. In the second inning, you’ll see companies really adopting agents, building their own models for consumption within the organization and outward looking to their customers,” Check Point CEO Nadav Zafrir tells Bloomberg Intelligence analyst Mandeep Singh in this episode of the Tech Disruptors podcast. The two discuss the open-platform concept and runtime security as AI reshapes how cybersecurity is deployed. Zafrir also explains his rationale for acquiring Lakera

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47:25

Adobe CFO - Why AI Will Accelerate Creative Cloud

Tech Disruptors ·

2025/10/17

“I think we’re at this really seminal moment from an industry where we clearly have a major inflection shaping the end-markets. Adobe is not new to inflections. In fact, the arc of time and history of the company and the ability to reinvent ourselves each and every time one of these major inflections happen, to cement our leadership position...it’s a part of our heritage,” Adobe CFO Dan Durn explains to Anurag Rana, senior technology analyst at Bloomberg Intelligence. The two explore each of Adobe’s

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45:35

ServiceNow’s AI Control Tower and the Future of...

Tech Disruptors ·

2025/10/15

“AI has become the new UI,” says Amit Zavery, ServiceNow’s president, chief product officer and COO, referring to the user interface as he explains why the company is building an agentic operating system, an AI control tower to govern models and agents and end-to-end orchestration that goes beyond chat to complete work across human resources, IT, customer-service and customer-relationship management. In this episode of the Tech Disruptors podcast, Zavery and Anurag Rana, senior technology analyst

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42:07

Pure Storage Brings Flash Power to the Cloud

Tech Disruptors ·

2025/10/13

Pure Storage is disrupting a hard-disk-dominated market by solving the price, power and performance puzzle. Pure Storage CEO Charlie Giancarlo joins Bloomberg Intelligence hardware analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss the company’s flash innovations powering enterprise AI and cloud-scale storage.

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32:12

Powering Up Silicon-Anode Batteries With Enovix

Tech Disruptors ·

2025/10/09

In a rapidly evolving battery-technology landscape, Enovix stands out as a leader in advanced silicon anodes. Enovix’s disruptive architecture enables a battery with high energy density and capacity, without compromising on safety, CEO Dr. Raj Talluri said. He joins Bloomberg Intelligence senior chemicals analyst Sean Gilmartin on this episode of the Tech Disruptors podcast to explain why silicon beats graphite on performance, how Enovix’s unique cell architecture combats thermal runaway and the

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39:53

Zeta Leading the AI Agent Push in Marketing

Tech Disruptors ·

2025/10/07

Powering brands to boost customer acquisition, retention and monetization by effectively leveraging consumer data is Zeta Global’s core mission. In this Tech Disruptors podcast episode, Zeta CEO and cofounder of David Steinberg speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s evolution and its key differentiator: being a data- and AI-native platform. He also delves into Zeta’s AI agents, the transformation of marketing communication channels and the company’s ambitious

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40:59

Grindr CEO on Gen Z Dating Habits, AI Products

Tech Disruptors ·

2025/10/02

“We are investing significantly in dating features right now because that’s a really big item people want,” says George Arison, CEO of Grindr, noting that half of users under 35 want to be married. That contrasts with older generations, giving Grindr an opportunity to emphasize long-term relationships as well as casual connections. In this episode of the Tech Disruptors podcast, Arison speaks with Bloomberg Intelligence analyst Nicole D’Souza about how Grindr has avoided the headwinds rivals face

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45:51

Pure Lithium CEO on Next-Generation Batteries

Tech Disruptors ·

2025/09/30

Pure Lithium aims to push the boundaries of energy storage with proprietary technology that unlocks lithium metal for the first time, disrupting both the lithium extraction and battery industries, CEO Emilie Bodoin said. The company makes a pure lithium metal anode directly from brine using its Brine-to-Battery process, producing what it says is a safer, affordable alternative to today’s lithium-ion cells. Bodoin joins Bloomberg Intelligence Senior Chemicals Analyst Sean Gilmartin on this episode of

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43:36

LinkedIn on the Job Market-How is AI shifting the...

Tech Disruptors ·

2025/09/25

“Whether or not you’re changing your job, your job is changing,” says LinkedIn Chief Product Officer Tomer Cohen, who joins Anurag Rana, senior technology analyst at Bloomberg Intelligence, on this episode of the Tech Disruptors podcast. Cohen discusses how LinkedIn is shifting from a simple matchmaker to a professional companion. They also explore AI that understands career aspirations, assistants that help recruiters, marketers and sellers work smarter, and learning tools that turn the skills

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35:45

Rocket Lab’s CEO on End-to-End Space Solutions

Tech Disruptors ·

2025/09/23

“What we are really focused on here is building an end-to-end space company,” says Sir Peter Beck, founder and CEO of Rocket Lab. “You can just come to one company that has all of their equipment, at scale and, and just say, look, I need this capability on orbit and we just pull all the things we need to pull off the shelf, put it together, put a spacecraft together and then go and launch it, and can even operate it for customers.” Beck talks with Bloomberg Intelligence’s Wayne Sanders about Rocket

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41:50

May Mobility CEO Olson on Autonomous Driving

Tech Disruptors ·

2025/09/18

May Mobility has launched a robotaxi fleet in Atlanta through a partnership with Lyft, with standby operators included to help ease riders into the technology, Founder and CEO Edwin Olson said. Passengers booking through Lyft can opt in or out of an autonomous ride. Olson discussed May Mobility’s strategy with Bloomberg Intelligence Global Head of Technology Research Mandeep Singh on this episode of the Tech Disruptors podcast, highlighting its decision to build its own hardware and algorithms

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46:08

Cyera’s Role in Cybersecurity, Data Protection

Tech Disruptors ·

2025/09/16

Data and identity security continues to grow in importance as enterprises face more sophisticated cyberattacks from expanding AI agents that are expanding their reach and tools. Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh speaks with Cyera cofounder and CEO Yotam Segev about his company’s position in the evolving cybersecurity space, especially with more consolidation on the horizon following Palo Alto Network’s announced deal for CyberArk and Google’s acquisition of

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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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288 results

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