10AM Hour: Twilio CEO, AI’s Accuracy Problem, Apollo Face Private Credit Withdrawal Requests 6/23/26
Jun 23, 2026•43 min
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Episode description
How is Wall Street valuing software companies in the age of artificial intelligence? Twilio CEO Khozema Shipchandler discusses the changing software landscape, AI adoption, and how his company is positioning itself for the next wave of growth. Plus, Meta’s former head of news warns about the growing challenge of ensuring AI-generated information is accurate. And Apollo in focus as investors submit redemption requests from one of its private credit vehicles, raising fresh questions about liquidity and the risks facing the industry.
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