Jensen Huang

So I think that that is real, the opportunity for Apple is on the content side, is the engagement side, and that also over time will come into play with Apple Vision Pro.

I mean, very briefly, what about the AI side?

Well, we have been promised an improved Siri coming in 2026.

And as we discussed before, Apple has some time to figure this out.

I think that most of us have figured out what AI can do for us in a productivity setting, but not yet on a personal way.

And I think that's where Siri is going to play the most.

Carolina Milanese, always great catching up with you, President and Principal Analyst at Creative Strategies.

Happy weekend.

Meanwhile, coming up, the parade of earnings.

It continues.

Going to be talking to Twilio's CEO about their results next.

This is Bloomberg Tech.

Shares of Twilio, as you can see, spiking today, up 17%, let's call it, after the company reported strong third quarter results.

Gave a bright outlook as well.

Let's discuss it all because Amership Chandler is with us.

Twilio CEO, analysts, investors very excited about the voice AI applications in particular for their customer engagement.

Is that what drives us?

Well, we had a great quarter.

And I would say across the board, Voice AI was certainly a contributor, but every single one of our products contributed this time.

I'd say messaging and voice in particular were particularly strong.