Tech Disruptors

As companies shift from one-way customer notifications to AI-powered, personalized conversations at scale, developers need advanced communications infrastructure to build omnichannel digital messages. Twilio — which powers B2C SMS, two-factor authentication, customer alerts and reminders alongside other digital interactions — has positioned itself as critical infrastructure for the AI era. Growth is accelerating and new products are poised to offer an added lift to revenue. In this episode of the Tech Disruptors podcast, CEO Khozema Shipchandler joins Bloomberg Intelligence senior telecom analyst John Butler to discuss Twilio’s turnaround, its new Conversations suite, digital messaging tools, and the rising importance of identity, governance and observability amid the rise of AI agents. They also explore voice and self-serve trends, carrier fees, competition and investment priorities.

AI agents are reshaping enterprise workflows, increasing the importance of organizational context and connected data. Atlassian CEO and co-founder Mike Cannon-Brookes joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how Atlassian is embedding AI across Jira, Confluence and service-management tools through its Rovo platform and Teamwork Graph. “The future is about human and agent collaboration,” Cannon-Brookes says. The discussion also covers enterprise AI adoption, developer productivity and API-driven software infrastructure.

Seagate has become a critical enabler of hyperscale and AI-driven data infrastructure. In this episode of the Tech Disruptors podcast, CEO Dave Mosley tells Bloomberg Intelligence analyst Woo Jin Ho how storage demand is evolving with cloud and AI workloads, from nearline hard-disk-drive adoption to next-generation technologies such as HAMR. The podcast also explores how AI is reshaping storage architecture and data growth, Seagate’s approach to supply discipline and margin expansion and how competitive positioning influences its longer-term growth trajectory.

Enabling mid-market businesses to ramp up customer support and employee experience is Freshworks’ primary focus. The company is expanding its AI suite — AI Agents, AI Copilot and AI Insights — to handle a range of business tasks, from password resets to product returns, for its 75,000 customers. In this Tech Disruptors podcast episode, Freshworks CEO Dennis Woodside speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s evolution from a small-business software provider to serving mid-market (500-5,000 employees) and enterprise clients. Tune in as Woodside discusses the SaaSpocalypse, opportunities beyond the IT service desk such as asset and operations management, evolving buyer behavior with AI tools, AI pricing and more.

“For commercial companies trying to operate in this space, they have to be willing to understand that what they’re building is fundamentally different, and if they’re not willing to invest in this way, they can struggle with adoption,” said Skyler Onken, co-founder of Twenty, an offensive-cyber company seeking to reshape cyber warfare. On this episode of the Tech Disruptors podcast, Onken joins Bloomberg Intelligence senior defense weapons analyst Wayne Sanders to discuss the speed, scaling and complexity of cyberspace operations in a new age of warfare. Offensive cyberspace operations were once a cloak-and-dagger domain reserved for top defense primes and the military. That has shifted in the US, where offensive cyber is becoming more scalable and commercialized, with strong results.