Tech Disruptors

“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.

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.

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.

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.

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.