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I find it hard to believe they should be worth more than Twilio. They get a cut of revenue but they are still developer focused, which limits ultimate upside. I
by chrisgd 4y ago
I find it hard to believe they should be worth more than Twilio. They get a cut of revenue but they are still developer focused, which limits ultimate upside. It is about making developers lives easier not about building a network that scales
- kopochameleon 4y agoI don't find it hard to believe that "Twilio, but for money", could make more money than Twilio
- chrisgd 4y agoTwilio but for accepting payments. Mostly for a bunch of DTC and subscription businesses that are not getting another round of VC funding
- deleted 4y ago[deleted]