Twilio

“From a business model perspective, the kind of front-end API to aggregate a lot of complexity, OpenRouter does for LLMs what Stripe does for money and what Twilio does for telecoms.”

“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.”