Tech Disruptors

“For what we call our essential services, that’s what supports critical infrastructure, we have to be able to apply a change within 24 hours. Now, think about the implications of that to how you build and deliver, build, package, deliver software,” says Lori Beer, JPMorgan Chase global CIO. In this episode of Tech Disruptors, Beer and Alison Williams, Bloomberg Intelligence director of research, global strategy, explore the double-edged sword of AI in cybersecurity, from offensive model threats to automated vulnerability detection. Beer outlines the bank’s proactive posture, the importance of open-source hygiene, and how AI-driven speed is transforming defenses for global financial systems.

“The searches that you’re doing on Claude require the consumption of energy and at some point the system should hit a breaking point,” says George Bilicic, Lazard vice chairman of investment banking and global head of power, energy and infrastructure. Bilicic joins Bloomberg Intelligence’s Alexandra Davidov and Rob Barnett on this episode of the Tech Disruptors podcast to discuss why AI and data-center demand are reshaping the outlook for utilities, power markets and infrastructure investment. They also explore why the next phase of the build-out will require more than simply adding generation wherever demand appears. The conversation covers financing, M&A, grid constraints, gas, renewables, storage, nuclear, permitting and Lazard’s latest work on the levelized cost of energy (LCOE).

“One of the things that’s been universally true ... is the human desire to travel is really strong. It’s very consistent,” says James Waters, chief business officer of Booking.com. Waters joins Bloomberg Intelligence analyst Nicole D’Souza on this episode of the Tech Disruptors podcast to discuss the outlook for global travel demand. They also explore the effect of macroeconomic and geopolitical trends on the industry and how Booking.com is using AI to enhance trip planning, customer service and marketing. The conversation examines the company’s competitive positioning, loyalty strategy and growth in alternative accommodations and experiences, as well as how Booking is preparing for an AI-driven future in travel.

The chip design industry continues to push the frontier of semiconductor power, performance and area. On this episode of the Tech Disruptors podcast, Synopsys Vice President of AI and Machine Learning Thomas Andersen discusses the evolution of the company’s AI portfolio. He joins Bloomberg Intelligence analyst Niraj Patel to explain how Synopsys progressed from leveraging AI through reinforcement learning across design, verification and test workflows to introducing AgentEngineer, a multi-agent AI-orchestrated workflow. Andersen also discusses the intersection of simulation and electronic design automation (EDA), the role of humans in the loop for chip design, AI’s current shortcomings, the pace of AI-tool adoption, the industry’s path beyond Moore’s law and much more.

In this episode IOWN Global Forum board members Chris Wright (Chief Technology Officer and Senior Vice President of Global Engineering, Red Hat) and Jefferson Wang (Chief Strategy & Innovation Officer, Cloud, Accenture) talk through the accelerating shift towards photonics-based networks and how this next-generation technology can help unlock the full potential of the AI economy.

Replacing electrical-based connectivity with optics promises to drastically increase processing speeds, reduce latency, and lower power consumption for high-demand AI, cloud computing, and financial networks.

Uniphore CEO Umesh Sachdev joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss his company’s platform for developing ontologies compared with the use of forward-deployed engineers (FDEs) by hyperscalers and frontier large-language-model companies. He explores Uniphore’s approach to leveraging small language models for use cases such as claims and billing, as well as the trade-offs with frontier models used for cybersecurity and coding agents.

“So, there are plenty of failure points, and when you have hundreds of thousands or millions of something, something will eventually fail,” Peter Salanki, co-founder and CTO of CoreWeave, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. “Instead of throwing out half the potential capacity, we say that we expect some of these to fail. Then we build systems, automation and processes around handling those failures gracefully.” In this episode of Tech Disruptors, the pair discuss why AI infrastructure requires a fundamentally different architecture to traditional CPU-based cloud. Salanki also explains how CoreWeave is addressing training, inference and agentic workloads while navigating token costs, Nvidia chip demand and power constraints.

The governance landscape for AI agents is evolving amid new developments around agentic workflows, says SailPoint President Matt Mills. He joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast. The conversation also explores how agentic AI could reshape identity governance, from internal functions and product capabilities to potential shifts in pricing models and customer adoption.

“Source code became almost free, like cheap and not important. And binaries became king because this is the outcome,” says Shlomi Ben Haim, co-founder and CEO of JFrog. Ben Haim joins Bloomberg Intelligence analyst Mandeep Singh in this episode of the Tech Disruptors podcast to discuss the impact of large-language-model coding agents, the challenges of keeping up with model guardrails, and why software supply-chain security and governance are top of mind for modern enterprises. Ben Haim explains how JFrog acts as the infrastructure and control plane for developer workflows, using JFrog Boost, a Model Context Protocol registry and JFrog Curation to help customers optimize token consumption, block malicious packages and automate software governance without compromising speed.

“The minute it worked, we actually started to use smaller models for the things we knew that it worked and see what they could accomplish at a fraction of the price,” says Matt Hicks, CEO of Red Hat, in a discussion with Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this episode of the Tech Disruptors podcast, the pair discuss Red Hat’s role inside IBM, the durability of hybrid cloud and why OpenShift, virtualization and AI are becoming key growth drivers. Hicks explains how Red Hat is applying AI across engineering and business operations, using smaller models, containers and OpenShift to help customers build more flexible, cost-efficient AI infrastructure.