Episodes

  • Cerebras After IPO: OpenAI, AWS and Inference

    Cerebras After IPO: OpenAI, AWS and Inference
    May 28 2026
    “OpenAI has only two AI accelerator compute vendors in production today, Cerebras and Nvidia,” Cerebras CEO Andrew Feldman says. Four days after Cerebras went public, Feldman joined Bloomberg Intelligence’s Kunjan Sobhani to discuss the company’s next chapter and the rapidly shifting AI infrastructure landscape. Feldman breaks down the OpenAI deal, the strategic AWS partnership around disaggregated inference and why Cerebras believes fast inference is becoming the industry’s defining battleground. He explains how Cerebras evolved from building the world’s largest chip to operating one of the fastest inference platforms, why disaggregated inference could reshape hyperscale AI deployments and how the company is navigating power, memory and data-center constraints. The episode also explores the competitive landscape beyond GPUs and Feldman’s broader perspective on the next phase of AI compute.
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    43 mins
  • Match Group on Resetting Tinder for AI, Gen Z

    Match Group on Resetting Tinder for AI, Gen Z
    May 26 2026
    Younger users of dating apps want “lower pressure” and “more authentic ways of connecting,” and Tinder’s new products aimed at meeting those needs appear to be aiding Match Group’s turnaround, CFO Steve Bailey says. Bailey joins Bloomberg Intelligence’s Nicole D’Souza on this episode of the Tech Disruptors podcast to discuss how dating-app behavior is changing after the pandemic, why Gen Z women are central to Tinder’s strategy, and how AI, product updates and helping users connect in real life could reshape growth.
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    43 mins
  • AWS Transform VP on Legacy Modernization

    AWS Transform VP on Legacy Modernization
    May 21 2026
    “The more microservices that you have, the more agent-ready you are because you can at least start taking these components, and convert them into agent infrastructure,” says Asa Kalavade, vice president of AWS Transform to Bloomberg Intelligence senior technology analyst Anurag Rana. The pair discuss how agentic AI is accelerating legacy modernization across mainframe, NET, VMware and other enterprise workloads. Kalavade explains how AWS Transform combines deterministic methods with AI to understand old systems, generate modern code and shrink projects that once took years into far shorter timelines, while also making applications more cloud- and agent-ready. She notes that in just one year, AWS Transform has helped customers save more than 1.6 million hours of manual effort and analyze 4.5 billion lines of code as they migrate and modernize applications in the cloud.
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    44 mins
  • QuEra on Neutral Atoms in Quantum Computing

    QuEra on Neutral Atoms in Quantum Computing
    May 19 2026
    Quantum computing is approaching an inflection point, with dozens of companies racing to be the first to achieve widespread commercialization. In this episode of the Tech Disruptors podcast, QuEra Computing Chief Commercial Officer Yuval Boger joins Bloomberg Intelligence analyst Jake Silverman to discuss why neutral atom quantum computing could prove the most successful among a variety of approaches and unlock scalable, lower-cost quantum systems. They also explore what quantum computing is, technological hurdles that exist today and the applications where quantum is likely to have the largest impact — potentially in just a few years — including drug discovery, logistics and AI.
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    39 mins
  • Twilio CEO on AI Agents, Future of Messaging

    Twilio CEO on AI Agents, Future of Messaging
    May 14 2026
    As companies shift from one-way customer notifications to AI-powered, personalized conversations at scale, developers need advanced communications infrastructure to build omnichannel digital messages. Twilio — which powers B2C SMS, two-factor authentication, customer alerts and reminders alongside other digital interactions — has positioned itself as critical infrastructure for the AI era. Growth is accelerating and new products are poised to offer an added lift to revenue. In this episode of the Tech Disruptors podcast, CEO Khozema Shipchandler joins Bloomberg Intelligence senior telecom analyst John Butler to discuss Twilio’s turnaround, its new Conversations suite, digital messaging tools, and the rising importance of identity, governance and observability amid the rise of AI agents. They also explore voice and self-serve trends, carrier fees, competition and investment priorities.
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    38 mins
  • Atlassian CEO on Human-AI Agent Collaboration

    Atlassian CEO on Human-AI Agent Collaboration
    May 12 2026
    AI agents are reshaping enterprise workflows, increasing the importance of organizational context and connected data. Atlassian CEO and co-founder Mike Cannon-Brookes joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how Atlassian is embedding AI across Jira, Confluence and service-management tools through its Rovo platform and Teamwork Graph. “The future is about human and agent collaboration,” Cannon-Brookes says. The discussion also covers enterprise AI adoption, developer productivity and API-driven software infrastructure.
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    33 mins
  • Seagate at the Center of AI Storage and Data

    Seagate at the Center of AI Storage and Data
    May 7 2026
    Seagate has become a critical enabler of hyperscale and AI-driven data infrastructure. In this episode of the Tech Disruptors podcast, CEO Dave Mosley tells Bloomberg Intelligence analyst Woo Jin Ho how storage demand is evolving with cloud and AI workloads, from nearline hard-disk-drive adoption to next-generation technologies such as HAMR. The podcast also explores how AI is reshaping storage architecture and data growth, Seagate’s approach to supply discipline and margin expansion and how competitive positioning influences its longer-term growth trajectory.
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    34 mins
  • Freshworks Moves Beyond the IT Help Desk

    Freshworks Moves Beyond the IT Help Desk
    May 5 2026
    Enabling mid-market businesses to ramp up customer support and employee experience is Freshworks’ primary focus. The company is expanding its AI suite — AI Agents, AI Copilot and AI Insights — to handle a range of business tasks, from password resets to product returns, for its 75,000 customers. In this Tech Disruptors podcast episode, Freshworks CEO Dennis Woodside speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s evolution from a small-business software provider to serving mid-market (500-5,000 employees) and enterprise clients. Tune in as Woodside discusses the SaaSpocalypse, opportunities beyond the IT service desk such as asset and operations management, evolving buyer behavior with AI tools, AI pricing and more.
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    31 mins