The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 11 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lemkin: Twilio Has Failed to Profit From Segment After Multi-Billion Acquisition
“It hasn't been able to make segment, make any money. Which it's paid billions of dollars for.”
Gonto: 80% to 85% of top PLG revenue comes from enterprise accounts
“If you look at all of the companies like Atlassians of the world, like the Twilios of the world, Outsido, or even Bursell, most of them, what ends up happening is that 80, 85% of the revenue comes from mid-market and enterprise, 15% come from SMBs, but that 15…”
Twilio CEO Jeff Lawson spent 18 months convincing Reinhardt to sell
“No, you know, it took Jeff about 18 months to convince me that it was the right thing to do.”
Twilio Commits to Dual Listing on Long-Term Stock Exchange
“Just last week, this founder committed his company to being one of the first to dual list on the long-term stock exchange.”
Twilio Is Bessemer's Largest Investment in Total Dollars and Returns
“The initial investment started with David Callen leading a 125,000 dollar seed investment as part of this seed extension round that Mitch Kapoor led, and Ethan Kurzweil, who's now one of our great partners, was a senior associate at the time, and Ethan slid a …”
Box and Twilio Reached $200M ARR Prior to Going Public
“In fact, the last two IPOs that we've seen at DFJ over the last couple years, Box and Twilio, were both companies that were on nearly two hundred million dollar annual revenue run rates before they got public.”
Twilio had a $200M run rate at IPO, aiming for $1B
“We, you know, IPO, we were two hundred million dollar run rate. And Jeff had set out this vision of we're gonna get to a billion dollar run rate.”
Twilio grew from 1,900 to over 5,000 employees in two years
“And one of the things I keep telling the company, because I actually just saw a stat that in the beginning of 2019, Twilio was 1900 employees. Here we are just over two years later and we're over 5000, right?”
Twilio Allocated 1% of Pre-IPO Equity to Charity, Not Founding Equity
“He early on came to the board and said, I want to allocate one percent of Twilio's equity and not in like a marketing way where it's one percent of when we founded it, but like one percent now immediately pre IPO, which by the way is now worth hundreds of mill…”
Stebbings: David Cohen's portfolio companies have created over $80B in value
“To date, David has backed hundreds of startups, including the likes of, check this out, Uber, SendGrid, Twilio, ClassPass, PillPack, and many more. In total, these investments have gone on to create more than eighty billion dollars in value”