Mar. 26 at 1:50 PM
$TWLO +
$BAND combo:
Citrini’s 37-page Agentic Utilities report nails the stack.
$BAND = the pipes — carrier-grade infra, PSTN interconnects, last-mile voice. Hard, regulated, not easily replicated.
$TWLO = the brain — 15 yrs of customer data (Segment), ConversationRelay, already pushing AI agents into real workflows.
Both HIPAA-compliant. Both tied into OpenAI realtime.
BAND = toll road
TWLO = GPS
Different moats. Same destination. 📡