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▶ 26:47 · $LYFT · Lyft CEO sees AVs expanding ride-hail market via hybrid network, not substitution
episode briefing
Bloomberg Tech

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
“PEOPLE TAKE JUST IN THE UNITED STATES ABOUT 160 BILLION RIDES A YEAR IN THEIR PRIVATE CARS. TODAY WE DELIVER A BILLION, MAYBE THE OTHER GUYS DELIVER TWO BILLION. SO LET'S CALL THAT THREE BILLION. OUT OF 160 BILLION. ... WHEN I LOOK AT OUR…”
—david risher
now playing · $LYFT
$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…