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 for the business. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)