Épisodes

  • Canva CTO on Design at AI Speed

    Canva CTO on Design at AI Speed
    Jan 13 2026
    “Internally, we’ve kind of moved from a model where kind of engineering kind of owned R&D, to a model where everyone is now in R&D” says Canva CTO Brendan Humphreys. On this episode of the Tech Disruptors podcast, Humphreys tells Bloomberg Intelligence senior technology analyst Anurag Rana how the web-native platform is expanding into the enterprise while leaning into AI, including a disciplined API layer to ship quickly, broad use of coding assistants with strict human-in-the-loop review and hiring for “AI-native” skills alongside companywide experimentation. Humphreys also covers how acquisitions like Affinity and Magic Brief fit the road map, and why compliance, governance and brand control are central as Canva targets 1,000-plus employee companies.
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    46 min
  • Marqeta CEO on Embedded Finance Scaling Up

    Marqeta CEO on Embedded Finance Scaling Up
    Jan 9 2026
    Embedded finance — integrating payments and financial services directly into apps and platforms — is entering its next phase, shifting from niche fintech use cases to core infrastructure for global players. In this episode of Tech Disruptors, Marqeta CEO Mike Milotich joins Bloomberg Intelligence analyst Diksha Gera to discuss how embedded finance, buy now, pay later and flexible credentials are reshaping payments at the point of sale, online and in store. They explore Marqeta’s competitive positioning, AI-driven personalization, the regulation vs. speed trade-off and why Europe could be an underappreciated growth lever as embedded finance moves upmarket.
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    41 min
  • Affirm CEO on Transaction-Level Intelligence

    Affirm CEO on Transaction-Level Intelligence
    Jan 7 2026
    Consumer credit may be approaching its foundational AI moment — with buy now, pay later emerging as the first visible act. On this episode of the Tech Disruptors podcast, Max Levchin, CEO and founder of Affirm and co-founder of PayPal, joins Bloomberg Intelligence global fintech and payments analyst Diksha Gera to discuss how machine learning is replacing static underwriting with real-time, transaction-level intelligence. They also explore why this shift could fundamentally reshape the economics of consumer lending over the next decade.
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    43 min
  • Chambers’ 2026 Outlook — an AI Roller Coaster

    Chambers’ 2026 Outlook — an AI Roller Coaster
    Jan 6 2026
    Now an annual tradition on the Bloomberg Intelligence Tech Disruptors podcast, John Chambers, former Cisco CEO and founder of JC2 Ventures, sits down with hardware analyst Woo Jin Ho to kick off 2026 with his latest predictions for the tech sector and the global economy. Chambers argues that AI is entering a phase of rapid adoption — driving enterprise productivity gains, reshaping capital allocation and compressing winner–loser cycles across industries. The conversation explores AI infrastructure investment, enterprise adoption, cybersecurity risks and the implications for labor markets, M&A, IPO activity and market volatility, with Chambers remaining bullish on AI’s long-term impact despite near-term disruption.
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    54 min
  • AT&T Ventures Bets on Future Telecom Trends

    AT&T Ventures Bets on Future Telecom Trends
    Dec 29 2025
    The private equity marketplace is increasingly competitive, making it difficult to win a seat at the table on hot deals. AT&T’s in-house private investment arm, AT&T Ventures, seeks to stand out by making strategic investments via a founder-friendly approach, targeting the companies that are helping to shape the future of communications, such as satellite providers, edge computing firms, AI-RAN developers, security companies and many more. AT&T Ventures Head Vikram Taneja joins Bloomberg Intelligence’s senior telecom analyst, John Butler, to discuss the company’s approach to investing, his thoughts on where communications technologies are headed and how his group aims to capitalize on current and future trends.
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    31 min
  • Webtoon and the Future of Digital Storytelling

    Webtoon and the Future of Digital Storytelling
    Dec 22 2025
    Webtoon pioneered the vertical scrolling format nearly 20 years ago, and has been expanding the genres of its content since. CFO David Lee joins Bloomberg Intelligence analyst Woo Jin Ho on this Tech Disruptors episode to explain how the company is building out its global-content platform using AI-driven creator tools, advanced data infrastructure and high-throughput content workflows. He discusses the economics of paid content, margin impacts from infrastructure modernization and how partnerships with Disney and Warner Bros. expand Webtoon’s IP engine. He offers a sharp look at where AI, platform scale, and digital media monetization converge.
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    31 min
  • Amazon VP on Rufus and the Future of Search

    Amazon VP on Rufus and the Future of Search
    Dec 17 2025
    Shopping is shifting from keyword-based search toward AI-driven, conversational guidance. Rajiv Mehta, Amazon.com’s vice president of Search and Conversational Shopping, joins Bloomberg Intelligence analyst Poonam Goyal on this episode of the Tech Disruptors podcast to discuss Rufus, Amazon’s AI shopping assistant that integrates large language models with the company’s commerce data and personalization capabilities. Rufus helps customers identify suitable products using natural language, images and even handwritten lists. Mehta outlines how features such as price history, “help me decide,” image upload and agentic tools like price alerts and auto-buy are reshaping product discovery, conversion and customer loyalty on Amazon — and why he expects highly personalized, agent-supported shopping experiences to define the next phase of retail.
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    42 min
  • Alphabet’s Woodworth on Drone-Delivery Moonshot

    Alphabet’s Woodworth on Drone-Delivery Moonshot
    Dec 15 2025
    Drone technology has had a prolonged evolution, with companies exploring viable use cases for mainstream adoption. Adam Woodworth, CEO of Alphabet’s Wing subsidiary, talks to Bloomberg Intelligence tech analyst Mandeep Singh about drone delivery in the US and how he expects it to ramp up for consumer delivery of lighter packages and groceries. The discussion also covers form factor evolution for drones, regulatory framework, regulations and overlap with Waymo’s use of sensors for safety in the case of autonomous vehicles.
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    44 min