Rafay CEO on Orchestrating AI Infrastructure

AI infrastructure is becoming central to enterprise innovation as companies seek faster app delivery and efficient use of computing resources. In this episode of the Tech Disruptors podcast, Rafay Systems CEO Haseeb Budhani joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how Rafay helps enterprises and emerging cloud providers simplify AI deployment, optimize infrastructure costs and deliver scalable, developer-friendly experiences. The conversation highlights Rafay’s consumption-based model and focus on orchestration and automation, as well as its growing role in enabling enterprises to build and monetize AI-driven platforms.

How will agentic AI change the way we shop and reshape retailers’ go-to-market strategies? AWS’s David Dorf joins Bloomberg Intelligence analysts Poonam Goyal and Anurag Rana on this episode of the Tech Disruptors podcast to discuss intelligent agents’ growing impact on retail. Dorf explains how these AI “interns” can reason, use tools, act autonomously and even collaborate, unlocking new possibilities across retail operations. From multi-agent pricing systems and associated task automation to smarter supply chains, retailers are already beginning to apply this next wave of AI. The conversation also explores shopper-facing shifts such as agent-led checkout; answer engines like Rufus, Perplexity, OpenAI and Google; and the ripple effects on advertising, loyalty and answer-engine optimization.

“We’re the only vendor that really provides that end-to-end suite and the scale and reach that Docusign has — we’re able to do this across an incredibly large customer universe.” Docusign CEO Allan Thygesen tells Anurag Rana, Bloomberg Intelligence senior technology analyst. “We’re passing 100 million customer contracts uploaded and extracted with AI.” On Thygesen’s second visit to the Tech Disruptors podcast, the two recap the advancements Docusign has made since he was last on in 2023. The discussion covers a broad set of growth initiatives for Docusign including its Intelligent Agreement Management (IAM) and AI products, international and US Federal. Thygesen and Rana also debate the fate of the broad software industry and the seat-based pricing model in the age of AI.

“The line between AI workload and non-AI workload is getting blurrier by the day.” Prasad Kalyanaraman, VP of AWS Infrastructure Services, talks with Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence, about what actually changes as AI scales. Prasad lays out the realities behind “AI data centers”: denser accelerators, non-blocking training networks, and modular in-chip liquid cooling. Underneath, the data-center basic priorities hold -— security as job zero, plus availability, performance, and cost. He also explains why clusters must be fungible between training and inference so accelerators and power never sit idle, and how AWS retrofits existing regions rather than treating AI as a separate build.

“In this world of AI, there’s going to be more software, not less — and design and craft will matter more than ever,” Figma CFO Praveer Melwani says. On this episode of the Bloomberg Intelligence Tech Disruptors podcast hosted by BI technology analyst Anurag Rana, Melwani adds that Figma is a web-native, multiplayer platform for moving from idea to design to developer handoff, noting it complements rather than replaces Adobe. Melwani outlines the freemium-to-enterprise model and bundled seats (Viewer, Collab, Dev, Full). The discussion spans core Design, FigJam, Dev Mode and new Figma Make, plus integrations of third-party AI tools using model context protocol (MCP). Melwani also covers recent pricing and packaging changes, as well as how AI alters costs, usage and expectations.

“We’re in the first inning right now. In the second inning, you’ll see companies really adopting agents, building their own models for consumption within the organization and outward looking to their customers,” Check Point CEO Nadav Zafrir tells Bloomberg Intelligence analyst Mandeep Singh in this episode of the Tech Disruptors podcast. The two discuss the open-platform concept and runtime security as AI reshapes how cybersecurity is deployed. Zafrir also explains his rationale for acquiring Lakera and how consolidation could unfold in SASE and browser security as enterprises look to deploy more AI agents.

“I think we’re at this really seminal moment from an industry where we clearly have a major inflection shaping the end-markets. Adobe is not new to inflections. In fact, the arc of time and history of the company and the ability to reinvent ourselves each and every time one of these major inflections happen, to cement our leadership position...it’s a part of our heritage,” Adobe CFO Dan Durn explains to Anurag Rana, senior technology analyst at Bloomberg Intelligence. The two explore each of Adobe’s product clouds, customer groups and cross-cloud workflows. Durn also outlines a monetization playbook—price x quantity + value—backed by brand-safe Firefly and native model choice (first- and third-party) via generative credits. Additionally, the two cover the enterprise go-to-market, Acrobat and Express upselling, AI-influence in products and capital allocation.

“AI has become the new UI,” says Amit Zavery, ServiceNow’s president, chief product officer and COO, referring to the user interface as he explains why the company is building an agentic operating system, an AI control tower to govern models and agents and end-to-end orchestration that goes beyond chat to complete work across human resources, IT, customer-service and customer-relationship management. In this episode of the Tech Disruptors podcast, Zavery and Anurag Rana, senior technology analyst at Bloomberg Intelligence, dig into platform strategy, the emerging ServiceNow CRM push and what “autonomous IT” looks like in practice.

Pure Storage is disrupting a hard-disk-dominated market by solving the price, power and performance puzzle. Pure Storage CEO Charlie Giancarlo joins Bloomberg Intelligence hardware analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss the company’s flash innovations powering enterprise AI and cloud-scale storage.

In a rapidly evolving battery-technology landscape, Enovix stands out as a leader in advanced silicon anodes. Enovix’s disruptive architecture enables a battery with high energy density and capacity, without compromising on safety, CEO Dr. Raj Talluri said. He joins Bloomberg Intelligence senior chemicals analyst Sean Gilmartin on this episode of the Tech Disruptors podcast to explain why silicon beats graphite on performance, how Enovix’s unique cell architecture combats thermal runaway and the positive outlook for consumer electronics. The company is expanding its manufacturing capabilities in silicon-anode lithium-ion batteries to meet customer demand, primarily for smartphones.