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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
by 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 agoI'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 agoI 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 :)