Twilio shares surged after the cloud communications company beat expectations and delivered record profitability and free cash flow. CEO Khozema Shipchandler joins Bloomberg to explain why AI is still only a modest contributor to revenue today, how Twilio’s global communications infrastructure creates a competitive moat, and why he sees agentic AI as a long-term tailwind for the business. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg’s Ed Ludlow breaks down the latest jobs data, as US employers unexpectedly cut jobs in July and questions grow over AI’s role in the labor market. Plus, the CEOs of Twilio, Lyft, and DraftKings join to discuss their latest earnings. And, OpenAI’s first consumer device is taking shape, an AI smart speaker designed to look like a doughnut.
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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DraftKings shares rallied as investors looked beyond a disappointing quarter to stronger momentum heading into the second half of the year. CEO Jason Robins joins Bloomberg to discuss how the World Cup brought in new and returning customers, why engagement remained strong after the tournament ended, and how DraftKings is approaching the increasingly competitive prediction-markets business. He joins Ed Ludlow on “Bloomberg Tech.”
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