What is Twilio?

Jeff Lawson grew Twilio to $4 billion in revenue with the stock up 390% since IPO, then was ousted after his super voting shares expired after just 199 days.

“Let's go into one like the most astonishing one. You know, our friend Jeff Lawson at Twilio built that company >> to $4 billion in, you know, actual revenue, like stock up 390% since IPO. I mean, by all accounts, you know, smash rip roaring success. And then his super voting shares expired after 199 days and he's out.”

Twilio is a live case study of an API-first company that nearly stalled (4% growth) then recovered to over 20% growth by being agent-compatible, making it a bellwether for legacy API platforms in the agent era.

“To me Twilio is another example it almost died 18 months ago it's growing 4% now it's growing over 20% because the API worked with agents.”

Twilio's revenue growth rebounded from roughly 4% to over 20% after its API became compatible with AI agents.

“To me Twilio is another example it almost died 18 months ago it's growing 4% now it's growing over 20% because the API worked with agents.”

Twilio's net new customer count grew ~40% in the past year, attributed to AI startups.

“Their net new customer count may have grown 40% in the last year because of AI and other startups and other companies.”