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85.5 million in funding if this round is to be closed. Chump change to what they are working on cracking open. Like you said, the work they are doing is more on

85.5 million in funding if this round is to be closed. Chump change to what they are working on cracking open. Like you said, the work they are doing is more on the industry than anything else. Who knows where they might pivot to once telecoms open up a bit more.

josh2600 13y ago
Interesting point: what is Twilio's addressable market in your opinion?
- orangethirty 13y ago
  I don't know the market that well, aside from doing some analysis on some of the telco securities (for my own use). Though they seem to be building themselves to be a next-gen telco.
  - josh2600 13y ago
    That's what I thought at first, but they're not. Next-gen telco has a lot more hardcore infrastructure; Twilio is building next-gen DEVELOPER infrastructure, which is a huge addressable market but < than all of Telco. So how big is their market? Certainly >$1B but <$10B in the next 3 years. After 3 years though it could start to eclipse the greater telco ecosystem. It's tough; I'd say there's some potential for them to build next-gen Telco, but I think they're more concerned with Next-Gen APIs than core infrastructure. My $.02.
    - orangethirty 13y ago
      Yes, exactly. A next gen telco will simply use the infrastructure that is already there. No need to re-invent the wheel. It is paid off and profitable. All the next-gen telco needs to do is simply open it through APIs. That would allow them to circumvent a lot of the issues with doing a completely new telco from the gound up.
      - josh2600 13y ago
        Yeah, I don't know if I agree with that. There's a whole web of glass and conduit that has to be maintained. Someone still has to link all of those nodes together. Twilio can consume the application business, but I'd be surprised to see them consume the core infrastructure.
        orangethirty 13y ago
        That's what the infrastructure owner will do. It might be the old telcos, it might be the government, or even a new type of utility company. The infrastructure will be maintained. Though the new type of telco can operate with the old ones. They will simply buy them out.
        josh2600 13y ago
        I don't know if you've noticed, but AT&T has a $200B market cap... Twilio isn't going to be buying them out anytime soon... I disagree with the concept of the government taking over the Telco grid; that's not going to happen in the US.
        orangethirty 13y ago
        I meant AT&T or other buying twilio. In terms ogf government, the auto bailouts set a precedent for others to follow.

josh2600 13y ago

Interesting point: what is Twilio's addressable market in your opinion?

orangethirty 13y ago
I don't know the market that well, aside from doing some analysis on some of the telco securities (for my own use). Though they seem to be building themselves to be a next-gen telco.
- josh2600 13y ago
  That's what I thought at first, but they're not. Next-gen telco has a lot more hardcore infrastructure; Twilio is building next-gen DEVELOPER infrastructure, which is a huge addressable market but < than all of Telco. So how big is their market? Certainly >$1B but <$10B in the next 3 years. After 3 years though it could start to eclipse the greater telco ecosystem. It's tough; I'd say there's some potential for them to build next-gen Telco, but I think they're more concerned with Next-Gen APIs than core infrastructure. My $.02.
  - orangethirty 13y ago
    Yes, exactly. A next gen telco will simply use the infrastructure that is already there. No need to re-invent the wheel. It is paid off and profitable. All the next-gen telco needs to do is simply open it through APIs. That would allow them to circumvent a lot of the issues with doing a completely new telco from the gound up.
    - josh2600 13y ago
      Yeah, I don't know if I agree with that. There's a whole web of glass and conduit that has to be maintained. Someone still has to link all of those nodes together. Twilio can consume the application business, but I'd be surprised to see them consume the core infrastructure.
      - orangethirty 13y ago
        That's what the infrastructure owner will do. It might be the old telcos, it might be the government, or even a new type of utility company. The infrastructure will be maintained. Though the new type of telco can operate with the old ones. They will simply buy them out.
        josh2600 13y ago
        I don't know if you've noticed, but AT&T has a $200B market cap... Twilio isn't going to be buying them out anytime soon... I disagree with the concept of the government taking over the Telco grid; that's not going to happen in the US.
        orangethirty 13y ago
        I meant AT&T or other buying twilio. In terms ogf government, the auto bailouts set a precedent for others to follow.