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▶ 34:41 · $DKNG · DraftKings CEO highlights prediction market traction and World Cup customer retention
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
“OUR CORE BUSINESS CONTRACT TO DO $1 BILLION. A FEW YEARS AGO WE WERE LOSING MONEY IN THAT BUSINESS. NOW IT IS A STRONG CASH FLOW GENERATOR. WE SEE STRONG TRACTION ON PREDICTIONS. ENORMOUS GROWTH OVER THE LAST MONTH OR TWO. ... IN JULY WE S…”
—jason robins
now playing · $DKNG
$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…