No. of Recommendations: 64
TWLO ceo Jeff Lawson was on podcast This Week in Startups yesterday. I feel more optimistic about the investment now. Big TAM, founder led, great leadership with ambition and energy, skin in the game, etc. Some tidbits:

He was a co-founder of Stubhub and worked for Amazon AWS
Started TWLO in 2008. Revenue in 2009 was $200k and in 2010 was $2 million. Now 1 billion run rate
Asked about if giant companies like Amazon could destroy TWLO if they develop the same product. Answer: Good relationship with Amazon; Amazon is an investor in TWLO. Even big company want to develop the same product, it's still the small team in the big company compete with them. So it's not easy to compete with twlo. Focus on your customer and you will win.
1 trillion market
always feels it's day one
Heavy investment for great opportunity. But always be efficient.
140% net retention rate including churn.
most wealth is in TWLO stocks. So it's paper wealth. Work hard, so someday it will become real wealth.
3000 employee now. As a leader, always be energetic.
Take visible vacation. It's a marathon not a spring.
Has a career coach.


https://www.youtube.com/watch?v=2Q86UjKU4uI
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