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Why Twilio Sees More AI Upside Ahead

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…

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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 Technology

Apple Makes Some Cuts in Hardware Engineering to Speed Up Development

On this episode of Power On, Bloomberg’s Mark Gurman breaks down how he believes Apple might streamline the company under John Ternus as the company pushes for a leaner, faster organization. Have a question for Mark? Email us at [email protected] or join the Power On Discord Subscribe to the Power On Newsletter at ——– Like…

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On this episode of Power On, Bloomberg’s Mark Gurman breaks down how he believes Apple might streamline the company under John Ternus as the company pushes for a leaner, faster organization.

Have a question for Mark? Email us at [email protected] or join the Power On Discord

Subscribe to the Power On Newsletter at

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Bloomberg Technology

Why Apple’s Vision Pro Is Struggling Compared to Meta’s VR Glasses

On this episode of the Power On podcast, Mark Gurman addresses backlash over his Vision Pro coverage, reporting that even top Apple executives don’t use the heavy, expensive headset. Have a question for Mark? Email us at [email protected] or join the Power On Discord Subscribe to the Power On Newsletter at ——– Like this video?…

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On this episode of the Power On podcast, Mark Gurman addresses backlash over his Vision Pro coverage, reporting that even top Apple executives don’t use the heavy, expensive headset.

Have a question for Mark? Email us at [email protected] or join the Power On Discord

Subscribe to the Power On Newsletter at

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Bloomberg Technology

US Suspends Visa Program for Tech Firms Including Microsoft

The Trump administration said it would suspend an immigration program for multiple tech firms that allows foreign workers to obtain green cards, including Microsoft, alleging widespread abuse of a worker visa system. Ed Ludlow has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech”…

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The Trump administration said it would suspend an immigration program for multiple tech firms that allows foreign workers to obtain green cards, including Microsoft, alleging widespread abuse of a worker visa system. Ed Ludlow has more.
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