Jobs, AI, and Tech Earnings | Bloomberg Tech 8/07/2026

2026-08-07 · 3 company · 12 thematic

sentiment

3 bull0 bear0 neu

speakers

khozem shipchandler

CEO of Twilio, cloud communications platform, discusses AI tailwinds and financial discipline.

david risher

Chief executive of Lyft, driving global expansion, hybrid human-AV network strategy, and product innovation in ride-hailing.

jason robins

Leads sports betting and daily fantasy sports platform DraftKings, navigating competition, regulation, and seasonal sports cycles.

quote

“I WOULD NOT CALL OURSELVES PREDATOR OR PREY. THE WAY WE POSITION OURSELVES IS THE SWITZERLAND OF HIS AI ERA. WE WANT TO BE INFRASTRUCTURE THAT ANY COMPANY CAN INTEGRATE TO AND BE SEAMLESS BASED ON WHAT CHOICES THEY'VE MADE. ... IT IS TRADI…”

—khozem shipchandler

now playing · $TWLO

$TWLO···bullish· highkhozem shipchandler

Twilio CEO positions company as 'Switzerland of AI era' with carrier moat and AI tailwind

Twilio's 4,800 carrier agreements create a regulatory moat, positioning it as neutral infrastructure for any AI company; AI currently a modest revenue contributor but a long secul…

$LYFT···bullish· highdavid risher

Lyft CEO sees AVs expanding ride-hail market via hybrid network, not substitution

Autonomous vehicles will expand the total ride-hail market by attracting users who avoid human drivers, and Lyft's hybrid network of human and AV supply creates the best outcome;…

$DKNG···bullish· highjason robins

DraftKings CEO highlights prediction market traction and World Cup customer retention

Core sports betting business now generates strong cash flow; prediction market product showing enormous growth; World Cup acquired customers retained at 20% post-event, providing…

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▶ 10:13 · $TWLO · Jobs, AI, and Tech Earnings | Bloomberg Tech 8/07/2026

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