Twilio one-pager
In Pod #36 we deep-dived Twilio, here’s a one-page summary of our research.
Podcast #36 – Twilio deep dive
Communication is a core function of almost every app, from ordering a pizza, hailing a ride, to booking a doctor’s appointment. This week, Luke & Albert deep dive into one of the leading providers of this core functionality, Twilio. Twilio is one of the stocks in the model portfolio for 2021 and we discuss why we think it is a strong company with room to grow. Also, Luke muses on his dreams of a space economy.