Twilio

“Jeff Lawson was on this show, he said... I'm pretty sure we're going to benefit from AI because agents in AI just need to use more of our voice. And it took a quarter or two, but he's right. Stock's up 57% this year.”

“He took the company public... the protections would sunset after seven years... at the time he was fired, the stock was down like 80% from the peak. But if you measure from the IPO or even from the pandemic peak, revenue was up.”