How Twilio CEO Khozema Shipchandler is turning the company around and beating SaaSpocalypse fears

• In today’s CEO Daily: Twilio’s CEO on how he brought the company out of a “time of real peril”
• The big leadership story: Why the U.S. cares about Panama, Gibraltar, and Malacca
• The markets: A stellar day on the markets as semiconductor and AI stocks surge
• Plus: All the news and watercooler chat from Fortune.

Good morning. Maybe AI and software can be friends. Twilio CEO Khozema Shipchandler just delivered robust Q1 earnings that made his...