In case you were out of touch over the weekend, I posted a long two-part deep dive on Twilio on Friday afternoon (#55566 and #55567, more than a hundred posts back so you might not encounter it), which I believe you will find useful.
Best,
Saul
https://discussion.fool.com/twilio-deep-dive-ipo-to-launch-of-fl…
https://discussion.fool.com/twilio-deep-dive-flex-launch-to-the-…