Tech Disruptors
Bloomberg
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.
Episodes
Mentioned books
Mar 27, 2026 • 31min
Concentrix CEO on Scaling AI in Customer Service
Chris Caldwell, CEO of Concentrix, leads a global customer experience and services company focused on AI and large-scale operations. He discusses why scale and security matter for real-world AI, when automation should be autonomous versus human-in-loop, the importance of preserving brand identity, and how enterprise rollouts, governance, and data sovereignty shape future personalized experiences.
9 snips
Mar 25, 2026 • 53min
Salesforce on Measuring Agentic Work Outcomes
Madhav Thathai, GM and EVP of Salesforce AI with prior leadership at Google Maps Enterprise and Dell, discusses agentic enterprise frameworks and how agents shift work measurement. He explains Agentic Work Units, hybrid reasoning that mixes LLM flexibility with deterministic workflows, session-trace tooling for optimization, and how monetization and budgeting evolve around agent consumption.
Mar 23, 2026 • 42min
Qlik CEO on Building AI-Ready Data Foundations
Mike Capone, CEO of Qlik and veteran leader in data and analytics, discusses why enterprises must build strong data foundations for AI. Short takes cover Qlik’s multi‑year AI strategy, the shift from LLM hype to data quality and governance, hybrid SaaS rewiring, deterministic layers under probabilistic models, and the race to flexible, sovereign AI architectures.
10 snips
Mar 19, 2026 • 39min
Block’s Jennings on Building AI-Native Fintech
Owen Jennings, executive officer and business lead at Block with deep product and engineering experience, discusses AI-driven shifts in fintech. He talks about major org changes tied to AI, the creation of agentic tools like MoneyBot for Cash App, and ManagerBot to streamline small business operations. He contrasts Block’s data-first, integrated approach with traditional banks.
7 snips
Mar 17, 2026 • 38min
Capital One on Building AI Moats in Banking
Prem Natarajan, Capital One’s Chief Scientist leading enterprise AI, explains why the bank builds its own AI stack and custom weights. He discusses cloud-native architectures that speed experimentation. He covers using proprietary data with open models, cautious AI use in credit, multi-agent workflows like MACA, and AI as a capacity multiplier for engineers and customer support.
16 snips
Mar 13, 2026 • 42min
Lumentum on Optics Shifts in AI Data Centers
Michael Hurlston, CEO of Lumentum and veteran semiconductor and optics executive, discusses optics shifting into AI data-center networking. He covers the move from telecom to hyperscalers, adapting components and systems, repurposing laser IP, and scaling optical solutions across and within data centers. Rapid product cycles and close customer co-development come up as key themes.
Mar 11, 2026 • 40min
Reddit COO on Gen AI Models, Ads Platform
Jen Wong, Reddit’s COO who leads advertising and growth, chats about Reddit’s place in the age of generative AI. She explores how large language models intersect with community-driven conversation. She discusses LLM-powered search, ad strategies tied to Reddit’s unique signals, and balancing privacy, moderation, and sustained engagement.
Mar 10, 2026 • 44min
ThredUp’s CEO on AI and the Future of Resale
James Reinhart, co-founder and CEO of ThredUp, leads a tech-driven resale platform transforming secondhand apparel. He talks about automating single-SKU logistics, the $400M investment in automated distribution centers, and the 2023–24 pivot to AI-first operations. Discussions cover AI-driven discovery like the Daily Edit, resale-as-a-service brand partnerships, and direct-selling options to scale margin and inventory velocity.
25 snips
Mar 5, 2026 • 42min
Microsoft on Getting Beyond the Pilot Phase
Eric Boyd, president of Microsoft’s AI platform with 16+ years building AI and data products. He explains how Azure OpenAI, Azure ML and Foundry connect data, models and apps. He walks through scaling pilots to production, enterprise security and compliance, model routing and cost control, and where agents and industry-specific copilots will appear next.
9 snips
Mar 3, 2026 • 47min
Inside IBM’s 7-Year Software Transformation
Rob Thomas, IBM software SVP and Chief Commercial Officer, leads IBM’s hybrid cloud and AI strategy with Red Hat integrations. He discusses workload portability with OpenShift, the enduring role of mainframes for real-time transactions, a layered enterprise stack built via acquisitions, and a multimodel approach that balances orchestration, sovereignty, and proprietary data.
