Tech Disruptors

Okta President and COO Eric Kelleher discusses the growing importance of agent identity security as open-source models narrow the gap with frontier LLMs. Kelleher joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss how Okta is adapting to the rise of agentic identities and the industry’s shift from a seat-based to a token-consumption business model.

Workday is transforming “from Workday.com to Workday.ai,” Gerrit Kazmaier, president of product and technology, tells Bloomberg Intelligence senior technology analyst Anurag Rana in this episode of the Tech Disruptors podcast. They discuss how cognitive computing is reshaping enterprise software, why deterministic systems such as payroll remain essential and how AI agents could transform recruiting, travel, expenses and employee services. Kazmaier explains how Workday is combining trusted HR and finance data, outcome-based pricing and a fleet of specialized models to deliver accurate automation while reducing deployment complexity and expanding further into the midmarket.

The application software industry is facing a mega restructuring with the arrival of AI agents in enterprise workflows. On this episode of the Tech Disruptors podcast, HubSpot Chief Product and Technology Officer Duncan Lennox discusses AI’s effect on marketing, sales and service applications. He joins Bloomberg Intelligence analyst Niraj Patel to explore how HubSpot is leveraging AI across its software portfolio for small and medium-sized businesses. Duncan dives into the company’s proprietary data stack, the changing landscape for customer relationship management, AI’s impact on software buying, managing LLM inference costs, HubSpot’s new agent-builder solution and more.

Artificial intelligence is moving beyond chatbots and into the cab, helping trucking fleets improve safety, efficiency and asset utilization. In this special crossover episode of Talking Transports and Bloomberg Intelligence’s Tech Disruptors podcast, Samsara co-founder and CEO Sanjit Biswas joins BI senior transportation and logistics analyst Lee Klaskow and senior software analyst Niraj Patel to discuss how AI is transforming physical operations. Biswas explains how Samsara’s platform combines Internet-of-Things devices, AI-powered cameras, telematics and workflow software to help transportation companies optimize routing, automate maintenance, improve shipment visibility and reduce risk. He also discusses why proprietary operational data is becoming a key competitive advantage and how AI agents are evolving from analytics tools into real-time operational assistants across the logistics industry.

Co-CEO of Solidigm Xin Guo joins Bloomberg Intelligence’s Jake Silverman on this episode of the Tech Disruptors podcast to discuss how AI is reshaping data-center storage as NAND flash-memory prices continue their unprecedented rise. They explore the technologies driving greater solid-state-drive adoption, including KV cache, which stores AI models’ working memory during inference, and why the shift to agentic AI could lift NAND content to as much as 25 exabytes (25 million terabytes) per gigawatt of deployed compute. The conversation also examines how longer-term supply contracts may reshape memory cyclicality, creating a different industry cycle over time.