Jason Moser

I personally think so.

I think the more likely scenario is essentially that application, that service being built on top of the AI foundation to make that business ultimately better and more intuitive.

See what I did there, guys?

But in all honesty, that does feel like it's going to be the more likely scenario.

I mean, I could be wrong.

But again, you talk about

well-established businesses that are very difficult to replicate at that scale.

Yes.

Well, Travis, as you know, companies need to communicate with their customers, and that's what Twilio does.

Ticker is TWLO.

They just reported another strong quarter on Thursday.

Flew past their own internal guidance with revenue up 14%.

And another quarter of GAAP operating profitability was up better than 300% from a year ago.

So, with active customers up 402,000 now, that's versus 325,000 from a year ago.

Dollar-based net expansion rate up

109% for the quarter.

That was versus 106% from a quarter ago.

This is a business that really turned the tides a little bit.

I think a lot of that boils down to what CEO Kozema, Chip Chandler has done.

We talk about that often.