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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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Companies

Twilio

Twilio Acquires Segment, What is Segment, An Interview with Twilio CEO Jeff Lawson

Posted onThursday, October 15, 2020Wednesday, May 26, 2021

Why Twilio bought Segment, and an interview with Twilio CEO Jeff Lawson

Twilio’s Secondary Offering, Samsung Discontinues Note 7, Is Google Assistant Exclusive?

Posted onTuesday, October 11, 2016Tuesday, March 20, 2018

Twilio’s secondary offering reveals another reason why the IPO process won’t change. Then, Samsung’s Note 7 is officially a disaster that will hurt the company for a long time. Google may benefit, but is the Assistant really an exclusive?

Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016

Posted onThursday, June 2, 2016Saturday, March 24, 2018

An overview of Twilio’s IPO and the role of infrastructure, and then my favorite slides from Mary Meeker’s Internet Trends deck.

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Explore Stratechery

  • Concepts
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Archives

  • Articles
  • Updates
  • Interviews
  • Years in Review
The Stratechery Update
Stratechery Interviews
Dithering
Sharp Tech with Ben Thompson
Sharp China with Sinocism's Bill Bishop
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