Ann Berry is joined by Khozema Shipchandler, CEO of Twilio, to discuss the company's turnaround strategy, the changing landscape of customer communication and how Twilio is leveraging AI to personalize interactions. 00:00 Khozema Shipchandler, CEO of Twilio, joins 01:06 Taking over as Twilio's CEO 01:50 What Twilio does 03:19 Fighting commoditization with pricing power and the CDP data asset 05:20 Twilio's customer base 07:29 Branded calls and fighting spam 08:04 Building trust in the US teleco

Ann Berry is joined by Kevin Rubin, CFO of Zscaler, to discuss how the company's zero trust model protects nearly half of the Fortune 500, what frontier AI models revealed about cybersecurity vulnerabilities and whether the software selloff is missing the bigger picture. 00:00 Kevin Rubin, CFO of Zscaler, Joins 01:19 What Zscaler does: zero trust cybersecurity explained 02:08 Castle and moat vs. doomsday bunker: the zero trust architecture 04:34 Zscaler's customer base 05:56 Project Glasswing:

Ann Berry is joined by Alan Ellingson, CFO of DraftKings, to discuss how the company is navigating the rising popularity of prediction markets, its new “Super App” designed to let users seamlessly operate across jurisdictions, and how DraftKings is working to maintain integrity in sports betting. 00:00 Alan Ellingson, CFO of DraftKings, Joins 00:38 Q1 earnings highlights: revenue, EBITDA, and profitability 01:25 Prediction markets: threat or opportunity? 02:53 Cannibalization concern: what the

Ann Berry is joined by Gillian Munson, CFO of Duolingo to discuss the company's transformation as it pursues user growth over short-term revenue. They dive into Duolingo’s expansion beyond language learning, growth opportunities across Asia, and how AI is accelerating content production. Gillian also reflects on transitioning from Duolingo’s board to stepping into the CFO role. 00:00 Gillian Munson, CFO of Duolingo, Joins 01:47 Go big or go home: the strategy shift explained 03:32 The cost of no

Ann Berry is joined by Glenn Fogel, CEO of Booking Holdings, to survey the state of the global travel industry amid geopolitical uncertainty and Glenn’s strategy to creating synergy across multiple brands — including its Connected Trip vision. They unpack the rise of alternative accommodations versus Airbnb, and the role of AI through products like Priceline’s Penny and new startup initiatives. Glenn also shares how he thinks about attracting entrepreneurial talent, navigating M&A and positionin

Ann Berry is joined by Ernesto López Mozo, CFO of Ferrovial, to outline the company’s infrastructure assets, from highways to airports, and where it sees the strongest growth opportunities. They unpack the financing behind JFK Terminal 1, why Ferrovial exited Heathrow, and how private equity is impacting the sector. Plus, they discuss the key drivers behind the company’s IPO on the U.S.-based Nasdaq. 00:00 Ferrovial CFO Ernesto López Mozo Joins 00:41 What Ferrovial does 01:30 Inside JFK Terminal