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Tech Disruptors

Tech Disruptors

By: Bloomberg
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Summary

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.2022 Bloomberg Economics Personal Finance
Episodes
  • 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
    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
    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
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