mobile carriers
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 14, 2026 by John Coogan · across every show →
Everything said about mobile carriers, oldest first
Aug 14, 2026 bullish
Coogan: Twilio's moat is telecom carrier relationships, not easily vibe-coded
“Even though we could go and vibe code that, all of a sudden, you're dealing with the different mobile carriers and the cell networks, and are they gonna flag you as spam, and Twilio has all these huge decades of relationships built out, In a real network there…”