Twilio is a cloud communications platform providing APIs for messaging, voice, and video.
“We led the seed and... A and B in Twilio, led the Series B in SendGrid”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.
“MongoDB and Twilio were second-fund developer-product investments.”
Source→“USV was early to Twitter, Coinbase, Stripe, MongoDB, Twilio, Etsy, Duolingo and Abridge.”
“I didn't think Twilio would benefit from this. Jeff Lawson saw it when he was on this pod, right? He's like, agents are going to need more. They're going to need more voice and more text.”
Source→“I didn't think Twilio would benefit from this. Jeff Lawson saw it when he was on this pod, right? He's like, agents are going to need more. They're going to need more voice and more text.”
Source→“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.”
Source→“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.”
Source→“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.”
Source→“The ones that actually have outperformed, right? The Twilios, the Cloudflares, and others — the agents still have use for it.”
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