Tech Disruptors

“As code becomes more and more commoditized and easier to produce, the value is moving up the stack to what you would call design,” Kris Rasmussen, chief architect at Figma, tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of the Tech Disruptors podcast, the pair discuss how AI agents are changing design and software development, why agents may become the glue connecting different interfaces rather than replacing them and how Figma’s canvas and design systems provide the context teams need to move from prompt to prototype to production. Rasmussen explains how Figma is combining frontier and first-party models while using its design data and customer workflows to improve agent performance, reinforcing the importance of human taste, judgment and collaboration as code becomes easier to generate.

“In three years from now, 80% of all enterprise token usage will be on open weight or a model that the enterprise chooses where it runs,” Arvind Krishna, chairman and CEO of IBM, tells Bloomberg Intelligence senior technology analyst Anurag Rana in this episode of the Tech Disruptors podcast. The pair also discuss where enterprises are in AI adoption, why unlocking data across systems is critical to scaling agents and how AI could reshape software, application modernization and technology services. Krishna predicts enterprise technology spending will likely double over the next five to 10 years as a percentage of revenue from roughly 5-6% today, as AI drives greater spending on agents, applications, data and workflow modernization.

As autonomous AI agents proliferate across enterprises, keeping track of assets, identities and access is becoming a bigger cybersecurity challenge. Axonius CEO Joe Diamond joins Bloomberg Intelligence’s analyst Mandeep Singh to discuss how agentic AI is expanding the attack surface through nonhuman identities and broader access to data and applications. They examine the OpenAI-Hugging Face incident and why continuous asset visibility, identity controls and real-time monitoring will become increasingly critical as AI agents scale.

AI is moving beyond software and into the physical operations that power industries like energy, manufacturing, logistics and aerospace. Avathon CEO Pervinder Johar joins Bloomberg Intelligence’s Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss how the company is using AI to reduce downtime, improve efficiency and support operating decisions. The conversation also explores physical AI and robotics, the shift from prediction toward autonomous action, customer deployments, market potential and how Avathon plans to scale over the next five years.

“There is a national imperative to win across all those lines of effort,” says retired Adm.Chris Grady, the former vice chairman of the Joint Chiefs of Staff. Grady joins Bloomberg Intelligence senior defense weapons analyst Wayne Sanders on this episode of the Tech Disruptors podcast to discuss quantum capabilities, including sensing, computing and magnetometry. The conversation also covers nuclear-power generation for contested logistics, robotics and advanced manufacturing for the next generation of warfare and the private-capital partnerships needed to support the ecosystem.