Aug. 17 at 10:09 PM
$TWLO All three matter for TWLO: Past, Present, and Future! Twilio is a subscription model and AI is the driver. Past, AI utilization growth is similar to the COVID boom, TWLO went from under 100 to +400. Present, everyone is looking at profits, but the fundamentals that matter are EPS Q/Q & Y/Y growth +100%. Future, Twilio's AI integration, especially with OpenAI... Timing is everything!