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
Apr 9, 2026 • 42min
Domino Data Lab CEO on Taking AI to Production
Nick Elprin, CEO and co-founder of Domino Data Lab and former Bridgewater technologist, discusses putting AI into production with governance and MLOps. He covers why prototypes fail at scale. He warns that coding assistants could disrupt basic SaaS. He explains human-in-the-loop systems, agent oversight, and how enterprises manage fragmentation risks.
6 snips
Apr 7, 2026 • 48min
Intercom Co-Founder on Outcome-Based AI Pricing Model
Des Traynor, Intercom co-founder and chief strategy officer known for leading the company’s AI pivot, discusses launching FIN and shifting to outcome-based pricing. He covers why Intercom cannibalized seat-based SaaS, how FIN achieves genuine resolutions versus deflection, the build-versus-buy tradeoffs for support agents, and plans to expand FIN into broader customer-facing roles by 2026.
Apr 2, 2026 • 35min
Ericsson on 5G, 6G Enterprise Market Outlook
Asa Tamsons, SVP at Ericsson and CEO of Cradlepoint, leads on enterprise 5G deployments for business customers. Multiple short takes cover why enterprise 5G adoption lagged, early use cases like robotic and vision-AI workloads, industries ready for broader rollout, satellite as a coverage layer, and how 6G could add sensing and AI-native, intent-driven orchestration.
9 snips
Mar 31, 2026 • 49min
Mastercard on Stablecoins and Agentic Commerce
Jorn Lambert, Mastercard’s Chief Product Officer leading payments, digital identity and stablecoin infrastructure. He talks about Mastercard evolving from cards to a multi-rail platform. Conversations cover agentic commerce timing, agent-assisted discovery, merchant catalog needs, verifiable intent and liability frameworks. He also outlines Mastercard’s approach to stablecoin plumbing, BVNK primitives, interoperability and monetization paths.
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.
18 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.
