I remain quite bullish on $TWLO. The way the CEO Jeff Lawson has been able to consistently grow TAM is quite impressive
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Eric Pelnik's avatar
Agreed - founder led business + extremely bullish on the Segment acquisition.
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Rick Gurner's avatar
TAM is subjective and you can always expect management to spin a rosy story about how how it is expanding.
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Matt wolodarsky (aka The Wealthy Owl)'s avatar
While thats true i dont see how thats what lawson is doing, from SMS to chat to video to email to contact center to iot to customer data mgmt
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