not good for twilio. probably will bounce up in the short run as they increase financial discipline. (ie cut projects and teams). but then its not clear to me w

not good for twilio. probably will bounce up in the short run as they increase financial discipline. (ie cut projects and teams). but then its not clear to me what their tech/product vision is going forward. and their core markets of sms and voip are slowly being replaced by other channels. (IE companies like Stream for chat, braze for notifications & marketing, authy for 2fa etc)