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5 Interesting Learnings from Twilio at $2 Billion in ARR

SaaStr

Gross margins remain “in the 50s” Yes, Twilio is a service with real telecommunications costs. A reminder that even as you go upmarket, you don’t have to necessarily leave the smaller customers behind, or treat them as second-class citizens. #3. 3,664 employees, or about $550,000 in revenue per employee.

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Twilio Crossed $1 Billion in ARR Growing 81%. Yes, At $1 Billion.

SaaStr

Yes, Twilio is a service with real telecommunications costs. A bit different than many of us, but Twilio’s Top 10 customer concentration risk has faded since the days it lost Uber. They are down to 13% of total revenue, from 17% a year ago. Gross margins remain at 59%. 2,369 employees, or about $250,000 in revenue per employee.

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Tech philosopher Alex Wolf on designing harmonious technology

Intercom, Inc.

It taught me about just how swiftly technology can change economics, media and telecommunications. You know, one of the beautiful things about the internet is that we can have a live conversation, and it has telecommunication properties that allow two parties or more to be present at the same time and create that feeling of presence.

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Who are Asia’s SaaS VCs?

SaaStock

The VC firm invests in a wide variety of sectors, including tech, telecommunications, internet, media, education, healthcare, culture, and community. Its investment focus areas include media and tech, telecommunications, financial services, transport, life sciences and more. It focuses on disruptive tech businesses. Founded: 1999.

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US and China take first steps toward regulating generative AI

IT World

The National Telecommunications and Information Administration (NTIA), a branch of the US Department of Commerce, put out a formal public request for input on what policies should shape an AI accountability ecosystem. On Tuesday, the governments of both countries issued announcements related to regulations for AI development.

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Employee Spotlight: Sudipto Manna, Senior Software Test Engineer and Chef Extraordinare

FastSpring

Before joining FastSpring I was working for AT&T in the telecommunication department where my job was to ensure that the prices and features that we delivered backed the telecommunication activity. What’s cool is that this plan has become the norm for all major telecommunication companies. How did you find FastSpring?

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AI for the Physical World

Andreessen Horowitz

Brittle supply chains: Single-source supply chains for critical components of batteries, semiconductors, electronics, telecommunications equipment, etc., This non-exhaustive list includes: Aging physical infrastructure: The electric grid; our ports, transportation hubs, roadways, railways, and bridges.

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