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Twilio Sees Strong Demand, Especially in Voice AI

Twilio CEO Khozema Shipchandler, says the company is seeing demand for its voice AI products from both startups and large enterprise customers. He discusses the company’s earnings with Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde…

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Twilio CEO Khozema Shipchandler, says the company is seeing demand for its voice AI products from both startups and large enterprise customers. He discusses the company’s earnings with Caroline Hyde on “Bloomberg Tech.”
——–
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Bloomberg Technology

Oura CMO Says Wearable Health Tracking Moving Beyond Checkups

Oura’s Chief Medical Officer suggests wearable tech could give people a continuous picture of their health, rather than relying on occasional doctor visits. Dr. Ricky Bloomfield says the constant stream of health data provided to users of wearables, like Oura’s smart rings, can improve health outcomes and influence behavior. He says the long-term goal is…

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Oura’s Chief Medical Officer suggests wearable tech could give people a continuous picture of their health, rather than relying on occasional doctor visits.
Dr. Ricky Bloomfield says the constant stream of health data provided to users of wearables, like Oura’s smart rings, can improve health outcomes and influence behavior. He says the long-term goal is to help spot changes earlier and connect people with care sooner. Bloomfield spoke to Tom Mackenzie on the latest episode of “Bloomberg Tech: Europe.”
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Bloomberg Technology

OpenAI’s $70B Run Rate Meets AI’s Infrastructure Challenge

loomberg’s Ed Ludlow breaks down OpenAI’s latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the…

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loomberg’s Ed Ludlow breaks down OpenAI’s latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the future of physical AI.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Rebecca Torrence on OpenAI seeing $70B Revenue Run Rate by Year-End
00:05:02 – Michelle Weaver, Morgan Stanley US Thematic Research Strategist
00:11:12 – Wall Street Week: AI Spending Tests Debt Markets
00:14:16 – Bloomberg’s Brody Ford Discusses Oracle Trucking Gas to Keep Data Centers on Track
00:16:52 – Hiba Anver, Erickson Immigration Group Partner
00:23:14 – Ilya Fushman, Kleiner Perkins Partner
00:39:02 – Talking Tech with Yahaira Anand
00:41:08 – Bloomberg’s Nina Trentmann Reports on AI Spending Worrying CFO’s
——–
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Bloomberg Technology

Kleiner Perkins: AI’s Next Trillion-Dollar Companies Go Physical

Kleiner Perkins partner Ilya Fushman says AI is still in the early stages of reshaping the economy, with opportunities extending from frontier models like Anthropic to consumer agents, autonomous vehicles and robotics. He discusses why the firm sees physical AI as a potential source of the next trillion-dollar companies, the rapid growth of leading private…

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Kleiner Perkins partner Ilya Fushman says AI is still in the early stages of reshaping the economy, with opportunities extending from frontier models like Anthropic to consumer agents, autonomous vehicles and robotics. He discusses why the firm sees physical AI as a potential source of the next trillion-dollar companies, the rapid growth of leading private AI businesses, and why he’s increasingly optimistic about both the IPO and M&A markets. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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