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.<br><br>Squawk on the Street Disclaimer<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

10AM Hour: Twilio CEO, AI’s Accuracy Problem, Apollo Face Private Credit Withdrawal Requests 6/23/26

Squawk on the Street

[SPEAKER_16] Never bet against American grit or American energy. Through innovation, Venture Global is not only building some of the largest energy facilities in the world right here in the United States, but delivering American energy at a fraction of the cost and a fraction of the time. So while others are busy talking, we're busy building. That's Venture Global. That's unstoppable energy.

[SPEAKER_00] Trading at Schwab is now powered by Ameritrade, bringing you an expanding library of education with even more ways to sharpen your trading skills. Access new online courses, insightful webcasts, articles, engaging videos, and more. All curated just for traders. Plus, guided learning paths with content designed to fit your unique interests. And no sifting to find exactly what you need, so you can spend your time learning to trade brilliantly. Learn more at schwab.com slash trading.

[SPEAKER_09] Good Tuesday morning. Welcome to Squawk on the Street. I'm Sara Eisen with Carl Quintanilla and David Faber. We are live as always from Post 9 of the New York Stock Exchange. Technology stocks are tumbling today with major declines for the chips and AI related names. We'll talk with tech analyst Ben Reitzis about the carnage right now. Plus, software is outperforming this morning as the money rotates in back into that sector. We'll talk to the CEO of Twilio as they ring the bell to mark 10 years as a public company.

[SPEAKER_09] Also, SpaceX just turning positive after briefly dipping below its first trading price on IPO day. What's behind all this volatility that's ahead? And it is one of the final Supreme Court opinion days of the session. We're still awaiting a potential decision on President Trump's authority to fire Fed Governor Lisa Cook.

10AM Hour: Twilio CEO, AI’s Accuracy Problem, Apollo Face Private Credit Withdrawal Requests 6/23/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

10AM Hour: Twilio CEO, AI’s Accuracy Problem, Apollo Face Private Credit Withdrawal Requests 6/23/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.