Twilio - the management you want

Every time I hear Jeff Lawson speak, I kick myself that I ever sold Twilio. Yes, I’m still not thrilled with margins, but look, Twilio knows exactly what they’re doing, and their business model is genius. This is a great company. I’m adding, and not for the first time this month.

Here’s Jeff on CNBC today: https://youtu.be/G-LW9p-UeTc

Bear

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That last comment about billing sounds like it can be a bit of an art. In a mutually beneficial way as it’s based on usage.