How Figma Scales Freemium to Enterprise

“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.

Powering brands to boost customer acquisition, retention and monetization by effectively leveraging consumer data is Zeta Global’s core mission. In this Tech Disruptors podcast episode, Zeta CEO and cofounder of David Steinberg speaks with Bloomberg Intelligence analyst Niraj Patel about the company’s evolution and its key differentiator: being a data- and AI-native platform. He also delves into Zeta’s AI agents, the transformation of marketing communication channels and the company’s ambitious revenue goals for 2028. Steinberg highlights the importance of its proprietary data cloud, which includes 550 million active users and over 1 trillion ingested signals, the multiplier impact of AI agents and the competitive landscape in the marketing industry. Listen in to hear the challenges and opportunities for growth in an AI-driven world.

“We are investing significantly in dating features right now because that’s a really big item people want,” says George Arison, CEO of Grindr, noting that half of users under 35 want to be married. That contrasts with older generations, giving Grindr an opportunity to emphasize long-term relationships as well as casual connections. In this episode of the Tech Disruptors podcast, Arison speaks with Bloomberg Intelligence analyst Nicole D’Souza about how Grindr has avoided the headwinds rivals face from shifting Gen Z dating habits by catering to younger, more affluent users. They also discuss Grindr’s ad strategy as the company raises ad load while keeping pricing steady, with plans to boost it through differentiated products and more direct-response advertising.

Pure Lithium aims to push the boundaries of energy storage with proprietary technology that unlocks lithium metal for the first time, disrupting both the lithium extraction and battery industries, CEO Emilie Bodoin said. The company makes a pure lithium metal anode directly from brine using its Brine-to-Battery process, producing what it says is a safer, affordable alternative to today’s lithium-ion cells. Bodoin joins Bloomberg Intelligence Senior Chemicals Analyst Sean Gilmartin on this episode of the Tech Disruptors podcast to explain why she calls the lithium metal anode the “holy grail” of energy storage, how its technology can improve quality and cut costs and what’s needed to build a North American battery supply chain.

“Whether or not you’re changing your job, your job is changing,” says LinkedIn Chief Product Officer Tomer Cohen, who joins Anurag Rana, senior technology analyst at Bloomberg Intelligence, on this episode of the Tech Disruptors podcast. Cohen discusses how LinkedIn is shifting from a simple matchmaker to a professional companion. They also explore AI that understands career aspirations, assistants that help recruiters, marketers and sellers work smarter, and learning tools that turn the skills reset into an advantage.