Tech Disruptors

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.

AI is reshaping enterprise technology spending, expanding infrastructure demand beyond graphics processing units into servers, storage and networking while raising new questions about cloud economics and on-premises deployments. TD SYNNEX CEO Patrick Zammit joins Bloomberg Intelligence senior technology analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss enterprise demand, supply-chain dynamics, AI adoption and why the next phase of AI could broaden the opportunity across the technology stack.

“60% of the bank's code is AI generated,” Leigh-Ann Russell, Chief Information Officer and Global Head of Engineering at BNY, tells Bloomberg Intelligence Senior Analysts Paul Gulberg and Anurag Rana. In this episode, the group discusses how BNY built Eliza as a model-agnostic AI platform and governance layer to expand access to AI while maintaining control over data, spending and risk. Russell explains how AI is increasing engineering capacity, supporting digital employees and cybersecurity, and helping BNY modernize systems and prepare for always-on financial markets.

Okta President and COO Eric Kelleher discusses the growing importance of agent identity security as open-source models narrow the gap with frontier LLMs. Kelleher joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss how Okta is adapting to the rise of agentic identities and the industry’s shift from a seat-based to a token-consumption business model.

Workday is transforming “from Workday.com to Workday.ai,” Gerrit Kazmaier, president of product and technology, tells Bloomberg Intelligence senior technology analyst Anurag Rana in this episode of the Tech Disruptors podcast. They discuss how cognitive computing is reshaping enterprise software, why deterministic systems such as payroll remain essential and how AI agents could transform recruiting, travel, expenses and employee services. Kazmaier explains how Workday is combining trusted HR and finance data, outcome-based pricing and a fleet of specialized models to deliver accurate automation while reducing deployment complexity and expanding further into the midmarket.

The application software industry is facing a mega restructuring with the arrival of AI agents in enterprise workflows. On this episode of the Tech Disruptors podcast, HubSpot Chief Product and Technology Officer Duncan Lennox discusses AI’s effect on marketing, sales and service applications. He joins Bloomberg Intelligence analyst Niraj Patel to explore how HubSpot is leveraging AI across its software portfolio for small and medium-sized businesses. Duncan dives into the company’s proprietary data stack, the changing landscape for customer relationship management, AI’s impact on software buying, managing LLM inference costs, HubSpot’s new agent-builder solution and more.

Artificial intelligence is moving beyond chatbots and into the cab, helping trucking fleets improve safety, efficiency and asset utilization. In this special crossover episode of Talking Transports and Bloomberg Intelligence’s Tech Disruptors podcast, Samsara co-founder and CEO Sanjit Biswas joins BI senior transportation and logistics analyst Lee Klaskow and senior software analyst Niraj Patel to discuss how AI is transforming physical operations. Biswas explains how Samsara’s platform combines Internet-of-Things devices, AI-powered cameras, telematics and workflow software to help transportation companies optimize routing, automate maintenance, improve shipment visibility and reduce risk. He also discusses why proprietary operational data is becoming a key competitive advantage and how AI agents are evolving from analytics tools into real-time operational assistants across the logistics industry.

Co-CEO of Solidigm Xin Guo joins Bloomberg Intelligence’s Jake Silverman on this episode of the Tech Disruptors podcast to discuss how AI is reshaping data-center storage as NAND flash-memory prices continue their unprecedented rise. They explore the technologies driving greater solid-state-drive adoption, including KV cache, which stores AI models’ working memory during inference, and why the shift to agentic AI could lift NAND content to as much as 25 exabytes (25 million terabytes) per gigawatt of deployed compute. The conversation also examines how longer-term supply contracts may reshape memory cyclicality, creating a different industry cycle over time.

“We literally have CEOs on public earnings calls saying that their revenue is lower than it would have been because they couldn’t serve all of the demand that they have,” says Adam Selipsky, co-founder and CEO of Helix Digital Infrastructure and former AWS CEO. In this episode of Tech Disruptors, Selipsky and co-founder Waldemar Szlezak, global head of Digital Infrastructure at KKR, speak with Bloomberg Intelligence associate director of research Alexandra Davidov and senior technology analyst Anurag Rana to discuss how Helix is addressing the bottleneck in physical AI scaffolding. They explain why traditional, uncoordinated data-center projects fail, how strategic partnerships with Vistra and Nvidia provide a single-counterparty solution and what it takes to build repeatable, long-term compute capacity at scale.