GitLab on Agentic Infrastructure, AI Controls

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.

Quantum computing is approaching an inflection point, with dozens of companies and multiple modalities racing to be first to reach broad commercialization. In this episode of the Tech Disruptors podcast, Xanadu founder and CEO Dr. Christian Weedbrook joins Bloomberg Intelligence analyst Jake Silverman to discuss how photonics could be used to achieve fault-tolerant quantum computing in the near future and how it differs from other approaches. They also discuss how enterprises view quantum computing today, potential applications and Xanadu’s plans to scale its quantum-computing hardware.

“Just because you’re the biggest spender doesn’t mean you’re going to deliver the biggest value,” Chris Hennesey, Enterprise Finance Strategist and Executive in Residence at AWS, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. In this episode, the pair discuss how enterprises are grappling with rising AI costs, from forecasting token consumption and eliminating waste to choosing the right mix of frontier, open-weight and smaller models. Hennesey explains why caching, intelligent model routing and tighter cost attribution can improve AI economics, while companies increasingly need to connect productivity gains to measurable business outcomes and ultimately the P&L.

With the latest energy shock pushing UK inflation higher while economic growth remains subdued, investors are questioning whether markets have priced too much Bank of England tightening. Jack Meaning, UK chief economist at Barclays, joins Bloomberg Intelligence chief US interest rate strategist Ira Jersey to discuss that and more on this Macro Matters edition of the FICC Focus podcast. Meaning explains why Barclays expects inflation to climb above 3% in the second half of 2026 but sees little evidence of the wage or second-round effects that would make the increase durable. The two discuss why keeping Bank Rate at 3.75% already represents a meaningful tightening relative to earlier market expectations and how restrictive financing conditions and labor-market slack are weighing on growth. They also explore whether improving investment intentions — including spending tied to artificial intelligence — can provide support. The conversation examines Brexit’s lingering impact, the UK’s difficult fiscal choices and why Barclays expects the Bank of England to remain on hold this year before inflation moves back toward target in 2027. The episode concludes with a look at the central bank’s upcoming quantitative-tightening decision and the debate over continuing active gilt sales.

“Hopefully in three or four years, we will be on 50% of all the devices on the planet,” Ramin Hasani, co-founder and CEO of Liquid AI and a machine-learning scientist at MIT’s Computer Science and Artificial Intelligence Laboratory, tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of the Tech Disruptors podcast, the pair discuss how Liquid AI’s alternative to transformer architecture could make foundation models dramatically more efficient, allowing specialized intelligence to run directly on cars, phones, laptops and other edge devices rather than relying on data centers. Hasani explains how Liquid AI is working with companies including Mercedes-Benz and Shopify while developing personalized and proactive agents that could turn its models into an intelligence layer spanning devices, enterprises and the physical world.

“The hardest challenge in enterprise agent deployment is not generating them; it’s the accountability,” Kristin Milchanowski, chief AI and quantum officer at BMO Financial Group, tells Bloomberg Intelligence senior analysts Paul Gulberg and Anurag Rana. In this episode, the group discusses BMO’s AI profit target of $1 billion by 2030, how the bank is embedding AI into core workflows and why agentic systems still require strong human oversight, governance and measurable benchmarks. Milchanowski explains how BMO is designing for model change with a hybrid infrastructure, exploring small language models for focused workflows, and prioritizing measurable business value over token consumption as it expands AI across the enterprise.

Reducing inefficiencies across financial services, automating workflows and maximizing available cash flow for small- and medium-sized businesses (SMBs) is central to BILL’s mission. On this episode of Tech Disruptors, the company’s chief product officer, Mike Cieri, joins Bloomberg Intelligence analyst Niraj Patel to discuss the creation of a future financial platform that covers payments, spending and expenses, accounts payable, financial planning and analysis and more. He explains how BILL is leveraging AI across its portfolio, which serves close to 500,000 SMBs, and talks about the fragmented payments landscape, customer priorities and the company’s transaction agents.

“The bottleneck isn’t really having ideas; the bottleneck is execution,” Gautier Cloix, CEO of H Company, tells Bloomberg Intelligence Senior Technology Analyst Anurag Rana. “What we do is basically [make] execution infinite so we can focus on intention and ideas and strategy.” In this episode of Tech Disruptors, the pair discuss how computer-use agents can operate enterprise software through existing user interfaces, enabling companies to automate workflows without first rebuilding, migrating or integrating their technology stacks. Cloix also explains why H Company combines specialized, lower-cost models with forward-deployed engineers to target measurable ROI, turning legacy software into an asset and creating an execution layer across disconnected enterprise systems.

Faster AI code generation is increasing the need for governance, security and control across the software-development life cycle, says Bill Staples, GitLab’s CEO. Staples joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss GitLab’s position as a cloud- and model-neutral orchestration layer for coding agents, as well as the shift from seat-based subscriptions toward a hybrid model that includes consumption pricing for agentic workloads.

Faster AI code generation is increasing the need for governance, security and control across the software-development life cycle, says Bill Staples, GitLab’s CEO. Staples joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss GitLab’s position as a cloud- and model-neutral orchestration layer for coding agents, as well as the shift from seat-based subscriptions toward a hybrid model that includes consumption pricing for agentic workloads.