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Not by most standards of stickiness. They don't have my data. They don't have a monopoly. There aren't any network effects that I can think of (they've worked t
by sulam 10y ago
Not by most standards of stickiness. They don't have my data. They don't have a monopoly. There aren't any network effects that I can think of (they've worked the one angle here as well as they can -- developer mind share).
I'm not saying they aren't a good business, but I wouldn't call them particularly sticky, any more than Rackspace is sticky. Infrastructure is a hard business to be in.
- Kliment 10y agoDeveloper mindshare is sticky though - much more so than monopolies (fragile, disruptible, unless protected by law).
- toomuchtodo 10y agoYour developers usually don't pay the bills, and CFOs are always looking for cheaper options that are just as good. Mindshare is silly in a commoditized space.
- sulam 10y agoExactly. I didn't mention Rackspace idly -- they used to have huge developer mindshare back in the day. Didn't save them, and it won't save Twilio if they can't find something truly sticky to keep people on their platform.
- ben_jones 10y agoI would argue that the stickiness is derived from enterprise. If you get Twilio in as a core dependency on a legacy application that check is never ever gonna stop coming in the mail.