Advertise on podcast: Tech Disruptors

Agentic AI and autonomous threats are changing the cyber-resilience landscape and today, data protection and data security have converged. In this episode of the Tech Disruptors podcast, Commvault CEO Sanjay Mirchandani joins Bloomberg Intelligence technology analyst Derek Mogull to explore Commvault’s shift from traditional backup toward unified data security, identity resilience and recovery. They discuss how enterprises are preparing for rapidly proliferating non-human identities and AI-driven data growth and why recovery is becoming a core element of cyber defense. The conversation also examines Commvault’s SaaS momentum, recent acquisitions and strategy for protecting increasingly complex hybrid and multi-cloud environments.

Zillow Chief Technology Officer and founding team member David Beitel joins Bloomberg Intelligence analyst Nicole D’Souza on this episode of the Tech Disruptors podcast to discuss how artificial intelligence is reshaping the home-buying journey. The conversation explores how Zillow is extending AI across home search, mortgages and financing, agent tools and rich-media listings. They also discuss the company’s approach to fair-housing safeguards and the balance between AI and human expertise. Beitel highlights Zillow’s new AI Mode, saying customers who use it spend three times as much time on the site, conduct three times as many searches, view twice as many homes and connect with agents at three times the normal rate.

“The scope of what I call the great AI reindustrialization is something that we’ve never witnessed,” says Haim Zaltzman, partner and global vice chair of Latham & Watkins’ Emerging Companies & Growth Practice. Zaltzman joins Bloomberg Intelligence’s Alexandra Davidov and Rob Schiffman on this episode of the Tech Disruptors podcast to discuss how the AI-infrastructure boom is reshaping financing markets. They explore how lenders are underwriting graphics processing units (GPUs), data centers and power; why residual-value guarantees and other forms of credit support remain critical; and how private and structured capital are evolving as the market matures. The conversation also examines whether a slowdown in frontier-model development could meaningfully dent near-term compute demand, the push toward more standardized financing structures and how AI is changing the legal industry itself.

Jfrog CEO Shlomi Ben Haim sits down with Mandeep Singh, Bloomberg Intelligence’s global head of technology research, ahead of their swampUP 2026 event. The evolving software supply chain, driven by AI-agent deployments, MCP servers, and reusable skills, is emerging as a major trend that could reshape the broader DevOps market. They also discuss the security vulnerabilities with increasing model capabilities and the OpenAI-Hugging cyber incident.

Vast Data is extending its AI Operating System to tackle data security in AI workloads, one of the key obstacles to broader enterprise adoption. CEO Renen Hallak returns to the Tech Disruptors podcast, joining Bloomberg Intelligence analyst Woo Jin Ho to discuss the challenges enterprises face in the AI era, why they need greater control over how models interact with sensitive data and how confidential computing can help bridge that gap. The conversation also explores the emerging need for model management, the role of data and infrastructure in agentic AI, the evolving vendor ecosystem and how Vast sees its position changing as AI deployments become more distributed, autonomous and complex.

What happens when every fintech starts to look like a bank — and every bank starts to look like a fintech? As payments apps, neobanks and traditional banks converge around the same expanding suite of financial products, simply having more features is becoming less of a differentiator. In this episode of the Tech Disruptors podcast, OnePay CEO Omer Ismail joins Bloomberg Intelligence global fintech and payments analyst Diksha Gera to examine where the next competitive moats in consumer finance may actually emerge: distribution, economics, data and trust. They discuss whether Walmart’s enormous physical and digital reach can change the cost and adoption curve of building a financial platform; whether bundling banking, credit, payments and investing creates deeper customer relationships or just a longer product menu; and how AI agents could reshape who owns the financial interface.

Amazon.com is turning the logistics network it built for itself into an end-to-end supply-chain platform for other companies. In this Talking Transports podcast, Amazon Supply Chain Services Head Peter Larsen joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how ASCS is expanding across ocean and air freight, trucking, intermodal, fulfillment and parcel. Larsen says parcel is “cooking with gas,” while international markets offer significant growth potential. He explains how Amazon’s scale, more than 1 million robots and AI-powered inventory placement can give customers greater visibility and resilience. They also discuss rising trucking costs, Amazon’s shift toward more intermodal, its mix of owned and third-party capacity and why supply chains should be viewed as a growth driver rather than just a cost center.

Quantum computing is approaching an inflection point, with dozens of companies and multiple modalities racing to be first to reach broad commercialization. In this episode of the Tech Disruptors podcast, Xanadu founder and CEO Dr. Christian Weedbrook joins Bloomberg Intelligence analyst Jake Silverman to discuss how photonics could be used to achieve fault-tolerant quantum computing in the near future and how it differs from other approaches. They also discuss how enterprises view quantum computing today, potential applications and Xanadu’s plans to scale its quantum-computing hardware.

“Just because you’re the biggest spender doesn’t mean you’re going to deliver the biggest value,” Chris Hennesey, Enterprise Finance Strategist and Executive in Residence at AWS, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this episode, the pair discuss how enterprises are grappling with rising AI costs, from forecasting token consumption and eliminating waste to choosing the right mix of frontier, open-weight and smaller models. Hennesey explains why caching, intelligent model routing and tighter cost attribution can improve AI economics, while companies increasingly need to connect productivity gains to measurable business outcomes and ultimately the P&L.

“Hopefully in three or four years, we will be on 50% of all the devices on the planet,” Ramin Hasani, co-founder and CEO of Liquid AI and a machine-learning scientist at MIT’s Computer Science and Artificial Intelligence Laboratory, tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of the Tech Disruptors podcast, the pair discuss how Liquid AI’s alternative to transformer architecture could make foundation models dramatically more efficient, allowing specialized intelligence to run directly on cars, phones, laptops and other edge devices rather than relying on data centers. Hasani explains how Liquid AI is working with companies including Mercedes-Benz and Shopify while developing personalized and proactive agents that could turn its models into an intelligence layer spanning devices, enterprises and the physical world.

“The hardest challenge in enterprise agent deployment is not generating them; it’s the accountability,” Kristin Milchanowski, chief AI and quantum officer at BMO Financial Group, tells Bloomberg Intelligence senior analysts Paul Gulberg and Anurag Rana. In this episode, the group discusses BMO’s AI profit target of $1 billion by 2030, how the bank is embedding AI into core workflows and why agentic systems still require strong human oversight, governance and measurable benchmarks. Milchanowski explains how BMO is designing for model change with a hybrid infrastructure, exploring small language models for focused workflows, and prioritizing measurable business value over token consumption as it expands AI across the enterprise.

Reducing inefficiencies across financial services, automating workflows and maximizing available cash flow for small- and medium-sized businesses (SMBs) is central to BILL’s mission. On this episode of Tech Disruptors, the company’s chief product officer, Mike Cieri, joins Bloomberg Intelligence analyst Niraj Patel to discuss the creation of a future financial platform that covers payments, spending and expenses, accounts payable, financial planning and analysis and more. He explains how BILL is leveraging AI across its portfolio, which serves close to 500,000 SMBs, and talks about the fragmented payments landscape, customer priorities and the company’s transaction agents.

“The bottleneck isn’t really having ideas; the bottleneck is execution,” Gautier Cloix, CEO of H Company, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. “What we do is basically [make] execution infinite so we can focus on intention and ideas and strategy.” In this episode of Tech Disruptors, the pair discuss how computer-use agents can operate enterprise software through existing user interfaces, enabling companies to automate workflows without first rebuilding, migrating or integrating their technology stacks. Cloix also explains why H Company combines specialized, lower-cost models with forward-deployed engineers to target measurable ROI, turning legacy software into an asset and creating an execution layer across disconnected enterprise systems.

Faster AI code generation is increasing the need for governance, security and control across the software-development life cycle, says Bill Staples, GitLab’s CEO. Staples joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss GitLab’s position as a cloud- and model-neutral orchestration layer for coding agents, as well as the shift from seat-based subscriptions toward a hybrid model that includes consumption pricing for agentic workloads.

“Ninety percent of all of our proofs of concept convert to long-term contracts because the ROI case is so clear,” Clay Bavor, co-founder of Sierra, tells Bloomberg Intelligence senior technology analyst Anurag Rana. The pair discuss the evolution from single-interaction service bots to long-horizon agents that can reason across weeks or months, coordinate conversations across multiple channels and pursue high-value outcomes such as mortgage origination, customer retention and sales. Bavor explains why the context layer could become a critical source of competitive advantage, enabling agents to build memory from each customer interaction and use those insights to deliver increasingly personalized and productive experiences.