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Did anyone do a S1 summary of Twilio already? Will be great, if you can point to it.

willejs 10y ago
There was another HN thread about the S1 filing. https://news.ycombinator.com/item?id=11779453 https://news.ycombinator.com/item?id=11779453 https://www.sec.gov/Archives/edgar/data/1447669/000104746916013448/a2227414zs-1.htm https://www.sec.gov/Archives/edgar/data/1447669/000104746916...
- api 10y ago
  Lots of haters there, which I don't get. Twilio seems to have a lot of substance.
  - cylinder 10y ago
    Good service but still very overvalued.
  - davidu 10y ago
    This post is an amusing summary of the six years of Twilio haters: https://kev.inburke.com/kevin/six-years-of-hacker-news-comments-about-twilio/ https://kev.inburke.com/kevin/six-years-of-hacker-news-comme...
    - dublinben 10y ago
      It seems like a running that their primary competitor (Plivo) is ahead on features, and has better prices. I think those are completely fair criticisms of any company. It's a little strange that this compilation goes to great lengths to never mention the competitor by name.
      - rgbrenner 10y ago
        you can click on the links and see they are each about a different competitor.
    - api 10y ago
      "Hater News" heh... yeah sometimes people do tend to hate around here, but it's nowhere near as bad as Reddit.
  - lmm 10y ago
    I used to work for a company that vaguely competed with them. It was frustrating to have people ask "why does your service cost so much compared to Twilio" and to bite my tongue and say something diplomatic rather than "because we're running an actual business that makes money rather than a VC-funded playpen". Apparently they're not even cash-flow positive at this point?
PKop 10y ago
s-1 https://news.ycombinator.com/item?id=11779453 https://news.ycombinator.com/item?id=11779453 s-2 amendment https://news.ycombinator.com/item?id=11893368 https://news.ycombinator.com/item?id=11893368 Summary https://davidcummings.org/2016/05/26/notes-from-twilio-s-1-ipo-filing/ https://davidcummings.org/2016/05/26/notes-from-twilio-s-1-i...

There was another HN thread about the S1 filing. https://news.ycombinator.com/item?id=11779453 https://news.ycombinator.com/item?id=11779453 https://www.sec.gov/Archives/edgar/data/1447669/000104746916013448/a2227414zs-1.htm https://www.sec.gov/Archives/edgar/data/1447669/000104746916...

api 10y ago
Lots of haters there, which I don't get. Twilio seems to have a lot of substance.
- cylinder 10y ago
  Good service but still very overvalued.
- davidu 10y ago
  This post is an amusing summary of the six years of Twilio haters: https://kev.inburke.com/kevin/six-years-of-hacker-news-comments-about-twilio/ https://kev.inburke.com/kevin/six-years-of-hacker-news-comme...
  - dublinben 10y ago
    It seems like a running that their primary competitor (Plivo) is ahead on features, and has better prices. I think those are completely fair criticisms of any company. It's a little strange that this compilation goes to great lengths to never mention the competitor by name.
    - rgbrenner 10y ago
      you can click on the links and see they are each about a different competitor.
  - api 10y ago
    "Hater News" heh... yeah sometimes people do tend to hate around here, but it's nowhere near as bad as Reddit.
- lmm 10y ago
  I used to work for a company that vaguely competed with them. It was frustrating to have people ask "why does your service cost so much compared to Twilio" and to bite my tongue and say something diplomatic rather than "because we're running an actual business that makes money rather than a VC-funded playpen". Apparently they're not even cash-flow positive at this point?

PKop 10y ago

s-1 https://news.ycombinator.com/item?id=11779453 https://news.ycombinator.com/item?id=11779453 s-2 amendment https://news.ycombinator.com/item?id=11893368 https://news.ycombinator.com/item?id=11893368 Summary https://davidcummings.org/2016/05/26/notes-from-twilio-s-1-ipo-filing/ https://davidcummings.org/2016/05/26/notes-from-twilio-s-1-i...