エピソード

  • AV’s Hutton Says Cost Per Effect Key in Drones

    AV’s Hutton Says Cost Per Effect Key in Drones
    2026/01/29
    Russia invasion of Ukraine “has completely reframed perceptions of drone utility and value. Where once high-end, exquisite systems dominated the procurement logic, today there’s a much clearer recognition that quantity and replaceability are just as critical,” says AV Chief Growth Officer Church Hutton. On this episode of the Tech Disruptors podcast, Hutton tells Bloomberg Intelligence senior defense weapons analyst Wayne Sanders how the landscape of drone technologies and the scalability of platforms must balance between rapid production and programs of record, while maintaining a technological advantage over adversary weapon systems. Critical to this process is reducing “cost per effect” so that we’re no longer shooting down $10,000 drones with million-dollar interceptors. AV and other defense tech companies continue to have this as their mission statement.
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    42 分
  • Ciena Expands Optics for AI Data-Center Demand

    Ciena Expands Optics for AI Data-Center Demand
    2026/01/27
    Ciena is expanding from its telecom optical roots to become a critical enabler of AI-driven data-center infrastructure. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ciena Executive Advisor Scott McFeely joins BI analyst Woo Jin Ho to discuss how the company’s optical technology has evolved alongside hyperscale cloud and AI workloads, from coherent optics and WaveLogic DSPs to optical pluggables for scale across applications. They also explore how AI is reshaping optical demand around and inside the data center, Ciena’s move deeper into the rack through its Nubis acquisition and how its expansion into AI changes its intermediate-term growth trajectory.
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    50 分
  • NiCE’s Russell on AI Agents for Contact Centers

    NiCE’s Russell on AI Agents for Contact Centers
    2026/01/26
    ‘We’ve seen an incredible acceleration of true automation, where AI agents were able to fulfill a significant amount of engagement with a consumer, whether it be voice or chat-based,” says Scott Russell, CEO of NiCE. He sits down with Bloomberg Intelligence analyst Mandeep Singh to talk about the deployment of AI agents for contact centers. From fine-tuning of large language models to handling a high volume of transactions, the discussion focuses on the various considerations for AI agents related to customer service across a range of industries.
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    29 分
  • IonQ CEO on Taking Quantum Computing Mainstream

    IonQ CEO on Taking Quantum Computing Mainstream
    2026/01/21
    Quantum computing is extending beyond the lab to redefine how we address complex problems. On this episode of Tech Disruptors, IonQ CEO Niccolo de Masi joins Bloomberg Intelligence analysts Jake Silverman and Kunjan Sobhani to explain what quantum computing is and how performance, reliability and cost will determine the winners of the race for fault tolerance. The conversation also explores how quantum computing can complement future AI systems — enabling new breakthroughs in security, networking and high-impact applications like materials and life science — while setting up a “winner-takes-most” competitive dynamic in the industry.
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    48 分
  • How Intuit Uses AI, Human Experts for Workflows

    How Intuit Uses AI, Human Experts for Workflows
    2026/01/19
    Powering businesses to accomplish their daily work remains Intuit’s central mission, using AI and a network of human experts to accomplish a wide range of business tasks for more than 100 million customers, from closing accounting books, processing payroll to preparing taxes. In this Tech Disruptors podcast episode, Intuit CTO Alex Balazs speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s evolution from a provider of desktop products to its latest AI agents. Balazs also touches on its data-scale differentiator, how GenAI is reshaping software and Intuit’s future position as a financial-operating system.Tech Disruptors: Listen to this episode on Apple Podcasts and Spotify.
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    37 分
  • Microsoft Killing Tech Debt with Agents

    Microsoft Killing Tech Debt with Agents
    2026/01/15
    “AI removes the friction from the intent to the implementation,” says Amanda Silver, corporate vice president and head of products, apps and agents at Microsoft. She talks with Bloomberg Intelligence senior technology analyst Anurag Rana about how copilots and agents are collapsing the software lifecycle — from natural-language ideas to code, tests and operations — shifting developers to reviewing and governance from typing, and making “evals” the new testing standard. She cites big-tech technical-debt wins, such as .NET and Java upgrades requiring 70–80% less manual effort, and SRE agents that reduce remediation time. Additionally, the two discuss GitHub Copilot, already among top contributors in key repos and adopted across most large enterprises.
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    39 分
  • Canva CTO on Design at AI Speed

    Canva CTO on Design at AI Speed
    2026/01/13
    “Internally, we’ve kind of moved from a model where kind of engineering kind of owned R&D, to a model where everyone is now in R&D” says Canva CTO Brendan Humphreys. On this episode of the Tech Disruptors podcast, Humphreys tells Bloomberg Intelligence senior technology analyst Anurag Rana how the web-native platform is expanding into the enterprise while leaning into AI, including a disciplined API layer to ship quickly, broad use of coding assistants with strict human-in-the-loop review and hiring for “AI-native” skills alongside companywide experimentation. Humphreys also covers how acquisitions like Affinity and Magic Brief fit the road map, and why compliance, governance and brand control are central as Canva targets 1,000-plus employee companies.
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    46 分
  • Marqeta CEO on Embedded Finance Scaling Up

    Marqeta CEO on Embedded Finance Scaling Up
    2026/01/09
    Embedded finance — integrating payments and financial services directly into apps and platforms — is entering its next phase, shifting from niche fintech use cases to core infrastructure for global players. In this episode of Tech Disruptors, Marqeta CEO Mike Milotich joins Bloomberg Intelligence analyst Diksha Gera to discuss how embedded finance, buy now, pay later and flexible credentials are reshaping payments at the point of sale, online and in store. They explore Marqeta’s competitive positioning, AI-driven personalization, the regulation vs. speed trade-off and why Europe could be an underappreciated growth lever as embedded finance moves upmarket.
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    41 分