▶ 10:13 · $TWLO · Twilio CEO positions company as 'Switzerland of AI era' with carrier moat and AI tailwind

episode briefing

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

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