Twilio CEO on AI Agents, Future of Messaging

As companies shift from one-way customer notifications to AI-powered, personalized conversations at scale, developers need advanced communications infrastructure to build omnichannel digital messages. Twilio — which powers B2C SMS, two-factor authentication, customer alerts and reminders alongside other digital interactions — has positioned itself as critical infrastructure for the AI era. Growth is accelerating and new products are poised to offer an added lift to revenue. In this episode of the Tech Disruptors podcast, CEO Khozema Shipchandler joins Bloomberg Intelligence senior telecom analyst John Butler to discuss Twilio’s turnaround, its new Conversations suite, digital messaging tools, and the rising importance of identity, governance and observability amid the rise of AI agents. They also explore voice and self-serve trends, carrier fees, competition and investment priorities.