$TWLO Twilio Tape Reports
Per Ticker.id: $TWLO Twilio Tape Reports — 13 podcast mentions across 3 podcasts (30 days), latest 2026-08-14 02:04 UTC.
Yeah, so it's very shrinking business, very difficult. You have to continue cutting every year to make any money, pull any profit out of that business. The newer company that is more in the headlines these days is the information is reporting that Canva is slipping into a similar situation because a lot of Canva designs can be one-shot by image models like ChatGPT Images, Nana Banana Pro, Grok Imagine. I saw the new Grok Image examples and a few of them were infographics. And then there's also tools companies like Twilio is doing incredibly well. I don't know if you've been tracking this. It's up 150%. Over the past year. Another story where huge boom during COVID sell-off.
John Coogan — TBPN · North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN · 2026-08-14If you asked me what Twilio was worth before I just checked this, I would've said, I don't know, $5, $6 billion. $5 billion.
Jordi Hays — TBPN · North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN · 2026-08-14It's more like, yeah, I mean, it's funny. It's more like it's infrastructure that will be pulled off the shelf by the agent. And so, I mean, we use Twilio for our app where we want to be able to interface with an application via text message. and we use Twilio for that. Even though we could go and vibe code that, all of a sudden you're dealing with the different mobile carriers and the cell networks and are they going to flag you as spam. And Twilio has all these huge decades of relationships built out in a real network there that even though it's just a tool and it's just consumption software at the end of the day, it has this moat. And so it's been doing really, really well.
John Coogan — TBPN · North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN · 2026-08-14Yeah. So very shrinking business, very difficult. You have to continue cutting. Every year to make any money, pull any profit out of that business will be very difficult. The more— the newer company that is more in the headlines these days is the information is reporting that Canva is slipping into a similar situation because a lot of Canva designs can be one-shot by image models like ChatGPT Images and DALL-E Pro, Grok Imagine. I saw the new Grok Image examples and a few of them were infographics. They clearly figured out over there how to do high-fidelity text that doesn't have misspellings or anything like that. So you wind up with a product that if you're designing a birthday card invite, that's something that you would probably go to Canva before. Now you can just go directly to the models. And so there are SaaS companies that have to grapple with their product being more in the direct path of the models. But there are so many other SaaS companies that are buoying the index because they are either in the token path, like if you're a database or an analytics company or an infrastructure product that the labs are consuming and every AI company is using because they're like, well, we're generating a lot more data, we need a lot more Datadog or any other data company. then those companies are doing really well on the back of that. And then there's also tools companies like Twilio is doing incredibly well. I don't know if you've been tracking this. It's up 150% over the past year. Another story where huge boom during COVID Wow.
John Coogan — TBPN · SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole · 2026-08-13Sell-off. $38 billion company. Yep. I— if you asked me what Twilio was worth before, I just checked this, I would have said, I don't know, $5, $6 billion.
Jordi Hays — TBPN · SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole · 2026-08-13It's more like, yeah, I mean, it's funny. It's more like it's infrastructure that will be pulled off the shelf by the agent. And so, I mean, we use Twilio for our app where we want to be able to interface with an application via text message, and we use Twilio for that even though we could go and vibe code that. All of a sudden, you're dealing with the different mobile carriers and the cell networks, and are they gonna flag you as spam? And Twilio has all these huge decades of relationships built out. and a real network there that even though it's just a tool, and it's just consumption software at the end of the day, it has this moat.
John Coogan — TBPN · SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole · 2026-08-13