SMS

4 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Jul 13, 2015 by Jonathan Libov · across every show →

Everything said about SMS, oldest first

Jul 13, 2015 bearish
Prediction Not checkable as stated
SMS Will Not Become a Primary Interface for Mobile Services
“I do also think that in in a variety of cases, I, you know, I'm not a believer. That SMS is going to, because there are people who are quite a bit more optimistic than I am that SMS is going to be one of the primary ways that we interact with services on our p…”
Jonathan Libov Jul 13, 2015 ▶ 9:47 20 VC 053: Inside Union Square Ventures with Jonathan Libov @ Union Square Ventures
Jul 13, 2015 bullish
Opinion
SMS Is Becoming More Relevant on Mobile, Not Dying
“I certainly don't believe SMS is dead, and in some ways you could argue that it's relevance, it's becoming ever more relevant as we move from the desktop to mobile.”
Jonathan Libov Jul 13, 2015 ▶ 9:10 20 VC 053: Inside Union Square Ventures with Jonathan Libov @ Union Square Ventures
May 27, 2021
Insight
New Communication Channels Layer on Older Ones Rather Than Replacing Them
“What you find is that these new channels don't replace each other. So Video and push notifications and things. They don't replace SMS, so you don't have the situation where the SMS market plateaus, or the email market with the synchronization, you know, where …”
Byron Deeter May 27, 2021 ▶ 15:15 20VC: The Twilio Memo: Bessemer's Byron Deeter on How a $125K Initial Check Became Bessemer's Largest Position, What The Influx of Late-Stage Capital Means For Venture Today & Why The Incumbent Advantage Is Now An Incumbent Disadvantage
Oct 13, 2022
Assertion Supported
Söderström: Early mobile data messaging cost 1/1000th of SMS
“So we started this company where you could send text messages over data instead of SMS. And already back then, even though you paid per kilobit, it was still one month thousand the cost of sending the same, you know, 160 characters over, over text message.”
Gustav Söderström Oct 13, 2022 ▶ 1:22 Spotify CTO Gustav Söderström: TikTok's Music; How Olivia Rodrigo Gamed the Algo | 20VC #936 · 20VC with Harry Stebbings
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