SMS

topic on 10 shows · 17 statements across 16 episodes · said 5 times in 4 episodes since 2017

the a16z Podcast 3 Lenny's Podcast 1 the MAD Podcast 1 Startup Acquisition Stories the Pitch We Live to Build the Neon Show the Startup Ideas Podcast Top Founders 20VC

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the a16z Podcast 3the MAD Podcast 1Lenny's Podcast 1

2025 1 mention in 1 episode
2023 1 mention in 1 episode
2019 1 mention in 1 episode
2017 2 mentions in 1 episode

every mention on every show, scene by scene, with the transcript →

17 statements about SMS, every show

WE LIVE TO BUILD Assertion Contradicted
McGregor: We were first in the world to use SMS for GSM delivery
“And we were the first company in the world to use SMS for delivery to mobile phones and GSM.”
Travis McGregor Jun 9, 2026 ▶ 6:49 He Presented from the Hip on Stage and Invented a World First in 90 Days
WhatsApp completely dominates SMS for customer communication in Latin America
“And so SMS in Mexico Mexico, Latin America is not very strong. WhatsApp is definitely the go-to.”
Renata Rea Feb 3, 2026 ▶ 12:16 Why Local Habits and Simple Tech Created a Perfect Exit
THE PITCH Assertion Not checkable as stated
Trenda: 90% of Good Talk users eventually download the mobile app
“We're an SMS first product, although 90% of the users do eventually download the app, but we just believe you have to show them the value before you get them to download an app.”
Ben Trenda Mar 3, 2025 ▶ 11:14 #80 Can This App Silence The Trolls?
a16z Prediction Not checkable as stated
Baszucki predicts immersive 3D communication will follow phone and SMS adoption.
“So if you start, if we take a step back and say immersive three D it will with market forces follow the phone system, video communication, SMS, then the influencers are just massive.”
David Baszucki Sep 25, 2023 ▶ 1:26 Leveling Up with Roblox's David Baszucki
STARTUP IDEAS Assertion Supported
Sharma: Capturing phone numbers converts at half the rate of email
“The conversion rate of grabbing somebody's phone number is You know, probably half, if not lower for most brands than what it is to grab email.”
Nik Sharma Apr 20, 2023 ▶ 20:31 The Secret Strategies of Top DTC Brands with Nik Sharma
Nagpal: Indian consumers ignore email, relying on WhatsApp and SMS instead
“There are scheduling software available like Calendly and many other, but they are mostly email. And nobody reads email. So I mean, people do not read email in my country. Usually they are like older people. They usually check SMS and WhatsApp.”
Ankit Nagpal Dec 9, 2022 ▶ 4:15 He's spending $40k on MVP then plans to hire 50 sales reps commission only per month. Will it work?
NEON SHOW Assertion Contradicted
Karthik Jagannathan: 40B A2P SMS Sent Monthly in $90B Annual Market
“Even today, there are forty billion, billion, with a B, forty billion app to user SMS that gets sent every month. And reportedly, the SMS around the world is a ninety billion dollar market in dollar terms annually, right?”
Karthik Jagannathan Nov 21, 2022 ▶ 35:13 India's Favorite WhatsApp Solution Provider Ft. Karthik Jagannathan, Founder of Gallabox
20VC 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
Abousleiman: Consumers Prefer Texting and Will Stop Opening Emails
“Most people want to text these days. They don't want an email. They aren't going to open their emails anymore.”
Marc Abousleiman Jul 26, 2022 ▶ 3:04 Startup Acquisition Stories with Marc Abousleiman - Co-Founder & CEO at Appregator
NEON SHOW Insight
Gupta: SMS Is an Impression, While RCS Is a Conversation
“When you say SMS, it's just like impression. The moment you talk about RCS is conversation”
Rajdip Gupta Aug 16, 2021 ▶ 6:47 From Bootstrap to IPO ft. Rajdip Gupta, Founder, Route Mobile
20VC 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
a16z Prediction Didn’t hold up
Five-O is developing SMS functionality for users without smartphones
“We're also trying to get it that function so that it can work with SMS, and they can submit their interaction reports through text messaging.”
Ima and Asha Christian Jan 2, 2019 ▶ 9:20 a16z Podcast | Three Kids, One App, One Love -- The Five-O Story
TOP FOUNDERS Assertion Not checkable as stated
TextingBase marks up $0.006 wholesale SMS costs to $0.04 per text
“If our cost per message is about a .6 of a penny and we're charging four cents a penny you know, that's kind of a text. Four cents a text.”
Eric Beans Sep 8, 2017 ▶ 6:02 776: TextingBase Shares Margins, Cap Table, Valuation, More
a16z Assertion Supported
Evans: WhatsApp handles 50% more volume than global SMS with 40 engineers
“WhatsApp is doing about twenty billion messages a day, and the entire global SMS system of every mobile operator on Earth is doing about twenty billion. So WhatsApp is 50% bigger than SMS with 40 engineers.”
Benedict Evans Jul 15, 2017 ▶ 16:08 Mobile Is Eating the World, 2015
20VC 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
20VC 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
MAD Disclosure
Gutierrez: SMS proved more effective than phone calls for loan collections
“So my, ah, last company, we dealt with a lot of lower income borrowers who were primarily didn't have a computer at home, but had a mobile device, and so we used SMS very often for collections. So, you know, instead of calling somebody at one day late, we woul…”
James Gutierrez May 29, 2014 ▶ 4:25 James Gutierrez, Insikt // Data Driven #27 // May 2014 (Hosted by FirstMark Capital)

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