But how do we figure in new solutions in new areas that our companies like Okta, for instance, keep adding, which enlarge their TAM… or like IoT which came out of the blue for Twilio yesterday (see post above).
It seems very hard to predict.
We can see that some companies like TWLO and OKTA have in the past demonstrated product extensions and entirely new forays. I give these companies credit for this and tend to think they will probably come up with more in the future. It’s another reason to stay invested in them.
Chris