CRM - Twilio Stock Is Just Getting Started
- Twilio has been my largest holding since the company traded around $100 in early 2020.
- In this note, I share my vision for the company over the long term. Twilio has been systematically evolving its business, and I illustrate what that evolution has looked like.
- Certain technological breakthroughs, such as the proliferation of IoT AI, will fuel Twilio's exponential growth over the coming decades.
- Ultimately, I highlight how Twilio is poised to be one of the most iconic Data/AI companies in a world of communicative IoT devices by the 2030s.
- I rate Twilio a buy.
For further details see:
Twilio Stock Is Just Getting Started