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Subject:  Re: TWLO ceo on podcase / youtube Date:  8/25/2019  6:50 PM
Author:  Darthtaco Number:  58937 of 60782

And overall, it seems as if he is a good leader who has a complete grasp on his business.

Absolutely. Hadn’t looked too hard into him. But he is highly articulate and knows how to tell a story especially about Twilio and it’s product.

I actually listened to the part about the founding of TWLO and him going through Flex three times. Captivating.

And convincing. Remember when they rallied about large enterprises in a sales cycle with Flex during the call? He calls out Shopify which we discussed and in not direct terms Home Depot and ING Bank. And gives the story of Shopify which was kind of like their developer homey to get it right on Flex.

The other two huge enterprises were developing a software/cloud call center and stretchinggggg Twilio out to make it happen. There is no software/cloud call center in the market. And like a smart developer-up company Twilio said we can make a product to fill that need. HD and ING responded they would like Twilio to make that product so they have.

Flex is cloud software billed based off usage of platform. It is a toll booth on Home Depot, Shopify, etc call center. And then the next and the next.

Chu Ching.

If you were a venture capitalist with a startup that was making the worlds first ever and only software cloud product to create a modern call center would you invest?

Now they have the whole TWLO business to offset what sounds like a hyper growth opportunity, but that happens to be hyper growth too, and it’s public and we can invest.
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