Twilio
2 statements across 1 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement May 22, 2026 by Garry Tan · said 18 times in 11 episodes since 2017 · across every show →
Mentions by year
brought up most by Garry Tan (7), Nicolas Dessaigne (2), Amjad Masad (2), Mathilde Collin (1), Laura Behrens Wu (1), Jared Friedman (1), Harj Taggar (1), Elad Gil (1)
tap a year for its mentions
2026 8 mentions in 3 episodes 3 per episode
2025 2 mentions in 1 episode
2024 3 mentions in 2 episodes 2 per episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2018 2 mentions in 2 episodes 1 per episode
2017 1 mention in 1 episode
Everything said about Twilio, oldest first
May 22, 2026 negative
Tan: Jeff Lawson was ousted from Twilio 199 days after voting protections expired
“Our friend Jeff Lawson at Twilio built that company from nothing. To four billion dollars in, you know, actual revenue, like stock up 390% since IPO. I mean, by all accounts, you know, smash rip roaring success. And then his super voting shares expired after 1…”
May 22, 2026 negative
Ries: Twilio fired Jeff Lawson despite revenue growth since IPO
“So at the time he was fired, the stock was down like 80% from the peak. And it's like, oh, well case closed. But if you measure from the IPO or even from the pandemic peak, revenue was up. It's like, did the business go down? Was revenue down? Was there some k…”