Twilio stock plummets; CEO pitches it as key AI voice and shopping-bot infrastructure

TiernanRayTech · x · 2026-10-30

Twilio shares plunged after investors sold on lower-than-expected 2027 growth guidance. CEO Khozema Shipchandler, interviewed by Tiernan Ray, urged "buy the dip," arguing several levers are under-appreciated — notably Twilio's role as essential infrastructure for two parts of AI: automated voice communications and the new wave of consumer shopping bots.

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