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.
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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.
“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 from shifting Gen Z dating habits by catering to younger, more affluent users. They also discuss Grindr’s ad strategy as the company raises ad load while keeping pricing steady, with plans to boost it through differentiated products and more direct-response advertising.
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 the Tech Disruptors podcast to explain why she calls the lithium metal anode the “holy grail” of energy storage, how its technology can improve quality and cut costs and what’s needed to build a North American battery supply chain.
“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 reset into an advantage.
“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 Lab’s vertical-integration structure and soon-to-be-featured medium-launch vehicle, Neutron. The latter comes at a critical time as space-launch cadence increases, demand for on-orbit ca
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 rather than rely on third parties like Google’s Waymo or Tesla. He also addressed how the company chooses new cities and the variable costs involved in scaling operations.
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 Wiz.
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.
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, identity innovation and stablecoins. With $12 billion invested in technology over the past five years, Visa is building not just a payment network, but the orchestration layer for the future of global commerce.
“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. He also outlines the importance of command-center visibility for coordinating human-and-AI work, side-by-side agents that lift rep productivity, autonomous resolution across channels, and why a single platform matters as companies replace stitched-together stacks.
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 edge in addressing return-on-investment concerns tied to AI adoption.
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 channels. He dives into some emerging trends in marketing-tech automation, consumer engagement with AI agents and the industry evolution beyond batch and blast marketing. Listen in to learn about Klaviyo’s opportunity beyond e-commerce and newer offerings like Customer Hub.
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 conversation explores the trust and identity frameworks needed to support autonomous digital transactions, and PayPal’s view on what gives it the right to win.
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 on how upskilling boosts revenue per worker. The discussion also explores cloud strategy, cultural inertia in software teams and AI’s role as a human amplifier.
“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 the role of AI-powered agents and real-time personalization, and why integrated, trust-centric customer data positions marketers for resilience through economic cycles.
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 amid rising competition and fierce pricing pressure.
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 and how these advances reshape cloud enterprise resource planning and enterprise-scale AI adoption.
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 computing, its adoption timeline, key roadblocks, standards, benchmarks and its convergence with classical computing.
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 AI solutions to avoid commoditization, the strategic role of M&A, its vision for future product and business growth and how the company is evolving under the private ownership of Blackstone and Vista.
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.
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 and the evolution of the virtual economy, including the adoption of stablecoins.
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.