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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.
308 Episodes
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Russia invasion of Ukraine “has completely reframed perceptions of drone utility and value. Where once high-end, exquisite systems dominated the procurement logic, today there’s a much clearer recognition that quantity and replaceability are just as critical,” says AV Chief Growth Officer Church Hutton. On this episode of the Tech Disruptors podcast, Hutton tells Bloomberg Intelligence senior defense weapons analyst Wayne Sanders how the landscape of drone technologies and the scalability of platforms must balance between rapid production and programs of record, while maintaining a technological advantage over adversary weapon systems. Critical to this process is reducing “cost per effect” so that we’re no longer shooting down $10,000 drones with million-dollar interceptors. AV and other defense tech companies continue to have this as their mission statement.
Ciena is expanding from its telecom optical roots to become a critical enabler of AI-driven data-center infrastructure. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ciena Executive Advisor Scott McFeely joins BI analyst Woo Jin Ho to discuss how the company’s optical technology has evolved alongside hyperscale cloud and AI workloads, from coherent optics and WaveLogic DSPs to optical pluggables for scale across applications. They also explore how AI is reshaping optical demand around and inside the data center, Ciena’s move deeper into the rack through its Nubis acquisition and how its expansion into AI changes its intermediate-term growth trajectory.
‘We’ve seen an incredible acceleration of true automation, where AI agents were able to fulfill a significant amount of engagement with a consumer, whether it be voice or chat-based,” says Scott Russell, CEO of NiCE. He sits down with Bloomberg Intelligence analyst Mandeep Singh to talk about the deployment of AI agents for contact centers. From fine-tuning of large language models to handling a high volume of transactions, the discussion focuses on the various considerations for AI agents related to customer service across a range of industries.
Quantum computing is extending beyond the lab to redefine how we address complex problems. On this episode of Tech Disruptors, IonQ CEO Niccolo de Masi joins Bloomberg Intelligence analysts Jake Silverman and Kunjan Sobhani to explain what quantum computing is and how performance, reliability and cost will determine the winners of the race for fault tolerance. The conversation also explores how quantum computing can complement future AI systems — enabling new breakthroughs in security, networking and high-impact applications like materials and life science — while setting up a “winner-takes-most” competitive dynamic in the industry.
Powering businesses to accomplish their daily work remains Intuit’s central mission, using AI and a network of human experts to accomplish a wide range of business tasks for more than 100 million customers, from closing accounting books, processing payroll to preparing taxes. In this Tech Disruptors podcast episode, Intuit CTO Alex Balazs speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s evolution from a provider of desktop products to its latest AI agents. Balazs also touches on its data-scale differentiator, how GenAI is reshaping software and Intuit’s future position as a financial-operating system.Tech Disruptors: Listen to this episode on Apple Podcasts and Spotify.
“AI removes the friction from the intent to the implementation,” says Amanda Silver, corporate vice president and head of products, apps and agents at Microsoft. She talks with Bloomberg Intelligence senior technology analyst Anurag Rana about how copilots and agents are collapsing the software lifecycle — from natural-language ideas to code, tests and operations — shifting developers to reviewing and governance from typing, and making “evals” the new testing standard. She cites big-tech technical-debt wins, such as .NET and Java upgrades requiring 70–80% less manual effort, and SRE agents that reduce remediation time. Additionally, the two discuss GitHub Copilot, already among top contributors in key repos and adopted across most large enterprises.
“Internally, we’ve kind of moved from a model where kind of engineering kind of owned R&D, to a model where everyone is now in R&D” says Canva CTO Brendan Humphreys. On this episode of the Tech Disruptors podcast, Humphreys tells Bloomberg Intelligence senior technology analyst Anurag Rana how the web-native platform is expanding into the enterprise while leaning into AI, including a disciplined API layer to ship quickly, broad use of coding assistants with strict human-in-the-loop review and hiring for “AI-native” skills alongside companywide experimentation. Humphreys also covers how acquisitions like Affinity and Magic Brief fit the road map, and why compliance, governance and brand control are central as Canva targets 1,000-plus employee companies.
Embedded finance — integrating payments and financial services directly into apps and platforms — is entering its next phase, shifting from niche fintech use cases to core infrastructure for global players. In this episode of Tech Disruptors, Marqeta CEO Mike Milotich joins Bloomberg Intelligence analyst Diksha Gera to discuss how embedded finance, buy now, pay later and flexible credentials are reshaping payments at the point of sale, online and in store. They explore Marqeta’s competitive positioning, AI-driven personalization, the regulation vs. speed trade-off and why Europe could be an underappreciated growth lever as embedded finance moves upmarket.
Consumer credit may be approaching its foundational AI moment — with buy now, pay later emerging as the first visible act. On this episode of the Tech Disruptors podcast, Max Levchin, CEO and founder of Affirm and co-founder of PayPal, joins Bloomberg Intelligence global fintech and payments analyst Diksha Gera to discuss how machine learning is replacing static underwriting with real-time, transaction-level intelligence. They also explore why this shift could fundamentally reshape the economics of consumer lending over the next decade.
Now an annual tradition on the Bloomberg Intelligence Tech Disruptors podcast, John Chambers, former Cisco CEO and founder of JC2 Ventures, sits down with hardware analyst Woo Jin Ho to kick off 2026 with his latest predictions for the tech sector and the global economy. Chambers argues that AI is entering a phase of rapid adoption — driving enterprise productivity gains, reshaping capital allocation and compressing winner–loser cycles across industries. The conversation explores AI infrastructure investment, enterprise adoption, cybersecurity risks and the implications for labor markets, M&A, IPO activity and market volatility, with Chambers remaining bullish on AI’s long-term impact despite near-term disruption.
The private equity marketplace is increasingly competitive, making it difficult to win a seat at the table on hot deals. AT&T’s in-house private investment arm, AT&T Ventures, seeks to stand out by making strategic investments via a founder-friendly approach, targeting the companies that are helping to shape the future of communications, such as satellite providers, edge computing firms, AI-RAN developers, security companies and many more. AT&T Ventures Head Vikram Taneja joins Bloomberg Intelligence’s senior telecom analyst, John Butler, to discuss the company’s approach to investing, his thoughts on where communications technologies are headed and how his group aims to capitalize on current and future trends.
Webtoon pioneered the vertical scrolling format nearly 20 years ago, and has been expanding the genres of its content since. CFO David Lee joins Bloomberg Intelligence analyst Woo Jin Ho on this Tech Disruptors episode to explain how the company is building out its global-content platform using AI-driven creator tools, advanced data infrastructure and high-throughput content workflows. He discusses the economics of paid content, margin impacts from infrastructure modernization and how partnerships with Disney and Warner Bros. expand Webtoon’s IP engine. He offers a sharp look at where AI, platform scale, and digital media monetization converge.
Shopping is shifting from keyword-based search toward AI-driven, conversational guidance. Rajiv Mehta, Amazon.com’s vice president of Search and Conversational Shopping, joins Bloomberg Intelligence analyst Poonam Goyal on this episode of the Tech Disruptors podcast to discuss Rufus, Amazon’s AI shopping assistant that integrates large language models with the company’s commerce data and personalization capabilities. Rufus helps customers identify suitable products using natural language, images and even handwritten lists. Mehta outlines how features such as price history, “help me decide,” image upload and agentic tools like price alerts and auto-buy are reshaping product discovery, conversion and customer loyalty on Amazon — and why he expects highly personalized, agent-supported shopping experiences to define the next phase of retail.
Drone technology has had a prolonged evolution, with companies exploring viable use cases for mainstream adoption. Adam Woodworth, CEO of Alphabet’s Wing subsidiary, talks to Bloomberg Intelligence tech analyst Mandeep Singh about drone delivery in the US and how he expects it to ramp up for consumer delivery of lighter packages and groceries. The discussion also covers form factor evolution for drones, regulatory framework, regulations and overlap with Waymo’s use of sensors for safety in the case of autonomous vehicles.
“…A successful agentic enterprise deployment means each of your departments are fundamentally different,” Salesforce’s SVP of Product Marketing for AI Sanjana Parulekar says, as she joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana to unpack what it really takes to scale Agentic AI beyond pilots: getting data AI-ready; adding context and governance; blending deterministic workflows with LLM reasoning via hybrid reasoning and monitoring cost and quality with observability tools. They also cover voice agents, cross-agent orchestration with MuleSoft Agent Fabric, model flexibility, change management, and real deployments.
“Open doesn’t mean a free for all, but open will win.” Workday CTO Peter Bailis joins Bloomberg Intelligence Senior Technology Analyst Anurag Rana to explain how the people-and-money system of record is evolving into an open, AI-ready platform — combining zero-copy data access with strict governance and API-first design. He outlines how Sana, Illuminate, Flowise and Paradox fit together as a front door for work, embedded HR and finance agents, open-source agent building and streamlined recruiting.
Search is shifting to intelligent, context-rich answers from static links. You.com CEO Richard Socher joins Bloomberg Intelligence senior software analyst Sunil Rajgopal on this episode of the Tech Disruptors podcast to discuss how You.com powers AI search for companies such as DuckDuckGo, while differentiating from enterprise peers like Glean and Exa through its web indexing, real-time accuracy and privacy-first design. “The biggest factor to get LLMs to give accurate, non-hallucinated answers is the search infrastructure layer,” Socher says. The discussion also covers the market opportunity, competitive landscape and future initiatives.
“We think that for every gigawatt, it’s about 25 exabytes of new flash creation,” says Greg Matson, SVP and head of products and marketing at Solidigm. Matson joins Bloomberg Intelligence’s Jake Silverman on the Tech Disruptors podcast to discuss how Solidigm is powering AI’s growing data demands. The conversation explores the company’s evolution into a data-center-focused pure play, its innovations in high-capacity SSDs and how it’s positioning to lead in the next era of gigawatt-scale AI infrastructure.
“The world’s now flipped to inference — and it’s limited by power. With the same energy, we can deliver four times the output of a Blackwell,” says SambaNova CEO Rodrigo Liang. Liang joins Bloomberg Intelligence’s Kunjan Sobhani in this episode of the Tech Disruptors podcast to explain how SambaNova’s air-cooled, 10-kilowatt racks and “data-center-in-90-days” model are helping enterprises and governments scale up AI faster — and greener. The discussion covers the rise of sovereign-AI deployments in the UK, Europe and Australia, the economics of hybrid data centers and why energy efficiency — not just compute power — might define the next phase of AI infrastructure.
“We are more than 10x safer on many key safety metrics than an average human driver” says Saswat Panigrahi, Waymo chief product officer. Saswat joins Bloomberg Intelligence’s Mandeep Singh to talk about the inflection in autonomous driving and how Waymo plans to scale across more cities. From the sensors used in Waymo’s AVs, the evolution of its driver system and expansion of its partnerships, the discussion focuses on opportunities and remaining challenges around the rollout of AVs.
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