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Jared Sleeper

Partner & Head of Software at Avenir, Startup Investing

11 Apr, 17:02Latest

Twilio is one of the cleanest AI beneficiaries in public software, as more AI communication means more SMS and especially voice traffic; AI is likely positive for it for at least 2-3 years. It is the developer-default CPaaS and a critical layer for voice AI, telco integration can't be vibecoded away, and models usually recommend it. It gave its strongest Q1 growth guide in three years and trades at 3x EV/ARR. The risk is that developer mindshare matters less if AI assistants favor rivals. x.com

TWLO

Venu

Position Trader, Market Leaders, Fundamental/Technical Analysis

2 Jun

BAND

FIVN

TWLO

Twilio, Bandwidth and Five9 are very strong Stage 2 leaders in the AI voice layer, because as AI agents scale, businesses need voice, messaging and customer engagement infrastructure to interact with users. The group has seen massive accumulation over the past two weeks, backed by strong earnings and guidance. x.com

Brad Menezes

Co-Founder & CEO of Superblocks, Enterprise Vibe-Coding

7 May

WDAY

TEAM

TWLO

NOW

SAP

CRM

Large mission-critical software platforms such as Atlassian, Twilio, Salesforce, Workday, ServiceNow and SAP are being lifted by AI, not destroyed by it. Datadog hit an all-time high on AI after Atlassian and Twilio accelerated. They can charge external AI agents a toll to access their systems of record, volume set to grow 100x in 12-24 months; sell their own agents; and expand into areas like security. AI resembles web to mobile, a tailwind for the best companies, though not all SaaS is safe. … Show more

TrumpGrift Capital

Equity Investing Commentary

22 Sep

TWLO

Twilio's 7% jump on Meta's Muse news looks misplaced, since Meta says Muse relies on a human concierge service, not AI, to make calls. x.com

Brad Freeman

Equity Researcher, Creator of Stock Market Nerd

6 Aug

IGV

Software is flexing its muscles, showing AI is not killing the sector. Twilio, Atlassian, Cloudflare and JFrog all showed better-than-expected fundamental strength, setting software up for a strong session. x.com x.com

Venu

Position Trader, Market Leaders, Fundamental/Technical Analysis

1 May

TWLO

Twilio looks set to emerge as a leader in the software theme in the coming weeks after strong earnings and guidance. It is in a clean Stage 2 uptrend with a clear power earnings gap today; a pullback to the 9/21-day EMAs or near the gap low would offer better risk/reward. x.com

Dan Niles

Founder & Portfolio Manager of Niles Investment Management

30 Aug

IGV

Software stocks probably have a floor as results challenge fears that AI agents will displace them. Since the June 22 momentum unwind, IGV is up 25% and the SOX index down 22%. Atlassian and Salesforce jumped on solid results, plus an Anthropic deal for Salesforce, and possible Silver Lake interest lifted Workday. A new bullish twist says agents will use software tools 10-100x more than humans. Whether fundamentals back the rally is still open; a likely Fed hike and weak September are risks. … Show more

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