
Khozema Shipchandler
Chief executive officer of Twilio (appearing to discuss Twilio's Q3 results and voice-AI product adoption); provides commentary on product performance, M&A and gross margins.
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Oct 31, 2025 • 43min
Amazon Shares Soar on Cloud Growth
Khozema Shipchandler, CEO of Twilio, shares insights on Q3 results and the booming adoption of voice AI technology, discussing strategies for product performance and market growth. Michael Intrator, CEO of CoreWeave, reveals plans for data center expansion despite challenges from a terminated acquisition. Futurist Amy Webb analyzes the geopolitical landscape, particularly the U.S.-China tech dynamics and their impact on semiconductors. Together, they explore the evolving tech sector and its implications for businesses.


