Episodi

  • Zillow CTO on How AI Changes Home Buying

    Zillow CTO on How AI Changes Home Buying
    Oct 1 2026
    Zillow Chief Technology Officer and founding team member David Beitel joins Bloomberg Intelligence analyst Nicole D’Souza on this episode of the Tech Disruptors podcast to discuss how artificial intelligence is reshaping the home-buying journey. The conversation explores how Zillow is extending AI across home search, mortgages and financing, agent tools and rich-media listings. They also discuss the company’s approach to fair-housing safeguards and the balance between AI and human expertise. Beitel highlights Zillow’s new AI Mode, saying customers who use it spend three times as much time on the site, conduct three times as many searches, view twice as many homes and connect with agents at three times the normal rate.
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    35 min
  • Latham & Watkins on AI’s Capital-Spending Boom

    Latham & Watkins on AI’s Capital-Spending Boom
    Sep 29 2026
    “The scope of what I call the great AI reindustrialization is something that we’ve never witnessed,” says Haim Zaltzman, partner and global vice chair of Latham & Watkins’ Emerging Companies & Growth Practice. Zaltzman joins Bloomberg Intelligence’s Alexandra Davidov and Rob Schiffman on this episode of the Tech Disruptors podcast to discuss how the AI-infrastructure boom is reshaping financing markets. They explore how lenders are underwriting graphics processing units (GPUs), data centers and power; why residual-value guarantees and other forms of credit support remain critical; and how private and structured capital are evolving as the market matures. The conversation also examines whether a slowdown in frontier-model development could meaningfully dent near-term compute demand, the push toward more standardized financing structures and how AI is changing the legal industry itself.
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    48 min
  • JFrog’s Focus on Supply Chain with Agentic AI

    JFrog’s Focus on Supply Chain with Agentic AI
    Sep 25 2026
    Jfrog CEO Shlomi Ben Haim sits down with Mandeep Singh, Bloomberg Intelligence’s global head of technology research, ahead of their swampUP 2026 event. The evolving software supply chain, driven by AI-agent deployments, MCP servers, and reusable skills, is emerging as a major trend that could reshape the broader DevOps market. They also discuss the security vulnerabilities with increasing model capabilities and the OpenAI-Hugging cyber incident.
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    44 min
  • Vast Data Tackles Enterprise AI Security Needs

    Vast Data Tackles Enterprise AI Security Needs
    Sep 24 2026
    Vast Data is extending its AI Operating System to tackle data security in AI workloads, one of the key obstacles to broader enterprise adoption. CEO Renen Hallak returns to the Tech Disruptors podcast, joining Bloomberg Intelligence analyst Woo Jin Ho to discuss the challenges enterprises face in the AI era, why they need greater control over how models interact with sensitive data and how confidential computing can help bridge that gap. The conversation also explores the emerging need for model management, the role of data and infrastructure in agentic AI, the evolving vendor ecosystem and how Vast sees its position changing as AI deployments become more distributed, autonomous and complex.
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    41 min
  • Walmart-Backed OnePay on Consumer Fintech Moats

    Walmart-Backed OnePay on Consumer Fintech Moats
    Sep 22 2026
    What happens when every fintech starts to look like a bank — and every bank starts to look like a fintech? As payments apps, neobanks and traditional banks converge around the same expanding suite of financial products, simply having more features is becoming less of a differentiator. In this episode of the Tech Disruptors podcast, OnePay CEO Omer Ismail joins Bloomberg Intelligence global fintech and payments analyst Diksha Gera to examine where the next competitive moats in consumer finance may actually emerge: distribution, economics, data and trust. They discuss whether Walmart’s enormous physical and digital reach can change the cost and adoption curve of building a financial platform; whether bundling banking, credit, payments and investing creates deeper customer relationships or just a longer product menu; and how AI agents could reshape who owns the financial interface.
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    37 min
  • Amazon Opens Logistics Network to Everyone

    Amazon Opens Logistics Network to Everyone
    Sep 15 2026
    Amazon.com is turning the logistics network it built for itself into an end-to-end supply-chain platform for other companies. In this Talking Transports podcast, Amazon Supply Chain Services Head Peter Larsen joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how ASCS is expanding across ocean and air freight, trucking, intermodal, fulfillment and parcel. Larsen says parcel is “cooking with gas,” while international markets offer significant growth potential. He explains how Amazon’s scale, more than 1 million robots and AI-powered inventory placement can give customers greater visibility and resilience. They also discuss rising trucking costs, Amazon’s shift toward more intermodal, its mix of owned and third-party capacity and why supply chains should be viewed as a growth driver rather than just a cost center.
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    38 min
  • Xanadu CEO on Photonics in Quantum Computing

    Xanadu CEO on Photonics in Quantum Computing
    Sep 10 2026
    Quantum computing is approaching an inflection point, with dozens of companies and multiple modalities racing to be first to reach broad commercialization. In this episode of the Tech Disruptors podcast, Xanadu founder and CEO Dr. Christian Weedbrook joins Bloomberg Intelligence analyst Jake Silverman to discuss how photonics could be used to achieve fault-tolerant quantum computing in the near future and how it differs from other approaches. They also discuss how enterprises view quantum computing today, potential applications and Xanadu’s plans to scale its quantum-computing hardware.
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    32 min
  • AWS on Managing AI Costs and Enterprise ROI

    AWS on Managing AI Costs and Enterprise ROI
    Sep 10 2026
    “Just because you’re the biggest spender doesn’t mean you’re going to deliver the biggest value,” Chris Hennesey, Enterprise Finance Strategist and Executive in Residence at AWS, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this episode, the pair discuss how enterprises are grappling with rising AI costs, from forecasting token consumption and eliminating waste to choosing the right mix of frontier, open-weight and smaller models. Hennesey explains why caching, intelligent model routing and tighter cost attribution can improve AI economics, while companies increasingly need to connect productivity gains to measurable business outcomes and ultimately the P&L.
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    51 min