3 ms·

> Everyone is wanting to take on Twilio. Well then we can expect Microsoft to swoop in for Twilio any year now.

• alberth 6y ago
  Given that TWLO market cap is $62B at the moment I wrote this comment, and Microsoft would have to pay a premium over that current valuation, I doubt they have the stomach to purchase someone for $70+ billion. And given that Jeff Lawson, is both he founder and CEO of TWLO - it's not entirely clear he would sell (unless the number is just so high, he has the fiduciary requirement that he has too - in which case I assume that would be north of $100B+)
  • ignoramous 6y ago
    I'd presume $2T in MarketCap could buy you multiple Twilios even at $100B. MSFT isn't shy from making large purchases unlike Amazon and Apple: They take such massive bets comparatively frequently.
  • Marciplan 6y ago
    I am likely very dense but —- at what point does a (public) company have the fudiciary requirement to sell the company? I mean, I believe you, but I’m curious when that becomes the requirement :)