Tech Horizons 2025: M&A, AI, and Engineering Evolution

The tools that enable companies to build, operate and manage enterprise applications and infrastructure are evolving, and AI’s advancements could reset the technology, business and M&A landscape. In this episode of the Tech Disruptors podcast, Tim Tully, a partner at Menlo Ventures, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the broad technology shift, with a particular focus on databases, observability, large language models and front-end development tools. They also talk about the shift in developer roles, productivity gains from AI, tech-industry policies and M&A prospects in the space. Menlo is a venture capital firm that invests in early-stage companies in areas including consumer, enterprise and health-care technologies.