Tech Disruptors

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.

“We literally have CEOs on public earnings calls saying that their revenue is lower than it would have been because they couldn’t serve all of the demand that they have,” says Adam Selipsky, co-founder and CEO of Helix Digital Infrastructure and former AWS CEO. In this episode of Tech Disruptors, Selipsky and co-founder Waldemar Szlezak, global head of Digital Infrastructure at KKR, speak with Bloomberg Intelligence associate director of research Alexandra Davidov and senior technology analyst Anurag Rana to discuss how Helix is addressing the bottleneck in physical AI scaffolding. They explain why traditional, uncoordinated data-center projects fail, how strategic partnerships with Vistra and Nvidia provide a single-counterparty solution and what it takes to build repeatable, long-term compute capacity at scale.

“For what we call our essential services, that’s what supports critical infrastructure, we have to be able to apply a change within 24 hours. Now, think about the implications of that to how you build and deliver, build, package, deliver software,” says Lori Beer, JPMorgan Chase global CIO. In this episode of Tech Disruptors, Beer and Alison Williams, Bloomberg Intelligence director of research, global strategy, explore the double-edged sword of AI in cybersecurity, from offensive model threats to automated vulnerability detection. Beer outlines the bank’s proactive posture, the importance of open-source hygiene, and how AI-driven speed is transforming defenses for global financial systems.