Tech Disruptors

“I think one of the things that people have gotten wrong, especially Wall Street, is that they confused intelligence with execution,” Bhavin Shah, Senior Vice President of the Employee Experience Group at ServiceNow and co-founder of Moveworks, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this episode, they discuss how ServiceNow is turning EmployeeWorks into an enterprise front door, with universal and specialized assistants orchestrating work across HR, IT, CRM, ERP and other systems rather than simply generating answers. Shah explains how combining probabilistic AI with deterministic workflows, flexible model selection and enterprise controls can deliver durable ROI through self-service while providing the secure execution layer agents need to operate at scale.

AI agents are rapidly reshaping product discovery and shopping, but earning consumer trust in payments is a critical barrier to fully autonomous commerce. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Jack Forestell, Visa’s chief product and strategy officer, joins BI fintech and payments analyst Diksha Gera to discuss what needs to be solved before agentic commerce can move from product discovery to transactions at scale. They explore how merchants distinguish legitimate agents from bots, how consumers set and verify an agent’s authority to spend, who carries liability when an autonomous transaction goes wrong and whether emerging payment and checkout protocols can work together. The discussion examines why solving identity, intent, control and accountability could determine how quickly AI agents graduate from shopping assistants to economic actors, and how that shift could affect merchant conversion, pricing and loyalty.

“Ultimately it comes down to the simple question of how do you leverage AI to transform and rethink your business in an AI world vs. just applying AI to what you already do today,” Bruce Ross, group head of artificial intelligence at Royal Bank of Canada, tells Bloomberg Intelligence Senior Analysts Paul Gulberg and Anurag Rana. In this episode, the group discusses how RBC’s decade-long investment in proprietary models, data infrastructure and AI talent is translating into measurable returns across credit, software development, fraud prevention and client engagement. Ross explains how intelligent model routing, more than 50,000 internal agents and a growing ability to build capabilities in-house are reshaping RBC’s technology stack while preserving the controls and trust required in banking. 

Cornelis Networks is bringing its high-performance computing heritage into AI as larger clusters put growing pressure on the network connecting accelerators. The company, which has its roots in Intel’s former Omni-Path business, is expanding from scale-out into scale-up networking with its Active Compute Fabric. CEO Lisa Spelman joins Bloomberg Intelligence analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss why bandwidth alone may not solve AI infrastructure bottlenecks, the move from 400G to 800G and 1.6T, how networking can improve token economics, and how Cornelis sees its position evolving alongside Ethernet, InfiniBand and increasingly integrated AI systems.

Just how big a threat is AI to software-as-a-service providers, and what changes will it bring to the broader industry? Silver Lake Managing Partner Joe Osnoss sits down with Bloomberg Intelligence’s Mandeep Singh to discuss the “SaaSpocalypse” and the firm’s exposure to AI, data centers and other major technology themes. The conversation also explores how AI is reshaping software business models, competitive positioning and margin profiles of Silver Lake’s portfolio companies. Osnoss shares his perspective on where long-term value may emerge amid a shift in the technology stack.

“The focus of the market and the industry is to make compute infrastructure in its own right a financeable asset class,” says Rich Myers, Morgan Stanley’s global head of structured products and private capital markets. Myers joins Bloomberg Intelligence’s Alexandra Davidov and Rob Schiffman on this episode of the Tech Disruptors podcast to discuss how capital markets are evolving to fund the AI infrastructure build-out. He explains why a deeper secondary market for GPUs and compute systems could eventually allow investors to underwrite their residual value, rather than relying on today’s largely fully amortizing structures. The conversation also explores how public and private capital are converging, why the constraint on AI financing may be project readiness rather than investor capacity and how new structures are allowing even unrated neoclouds to access investment-grade financing when backed by high-quality customer contracts.

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.