Kyle Blanchard has spent his entire career chasing engagement. First, it was extraterrestrials—he studied physics and astrophysics, landed a job offer with SETI, and almost…
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One Expert, One Topic — Kyle Blanchard Talks AI, Messaging, and Improving Healthcare
Deepgram’s “State of Voice AI” report shows the industry is broadly bullish about using AI for voice interfaces. While the survey contains useful insights, the…
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Deepgram, AI, and the Return of the Long-Duration Call
Loyaan Egal is, quite literally, an African American—born to a Somali father and an American mother. That kind of cultural whiplash—ninth grade in Saudi Arabia,…
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One Expert, One Topic — Loyaan Egal Talks Data, National Security, and Knowing Yourself
This week’s results delivered two very different messaging narratives: LINK is doubling down on RCS and OTT, while Upland has officially exited messaging. Upland is…
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Q1 2025: Upland Drops Messaging, While LINK Loads Up
Google says it’s sending 1 billion RCS messages a day in the US. That works out to about 30 billion a month or 360 billion…
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Unpacking Google’s 1 Billion RCS Messages a Day Stat
For the first time in three years, there’s a silent collaborator in my UCLA Anderson MBA classes. GenAI, and ChatGPT in particular, is everywhere in…
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ChatGPT, Judgment, and the Colin Powell Rule
This week’s earnings drop showed the messaging cohort growing topline at a steady clip while tilting the mix toward richer channels with fatter margins. Klaviyo…
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Klaviyo, Bandwidth, Sinch and Route Mobile Announce Q1 2025 Results
Roy T. Fielding invented HTTP in the same labs that I learned computer science at the University of California, Irvine. I never met him and…
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A Hall of Fame Moment Grounded By Mom’s Advice
Twilio posted 12% YoY growth, highest-ever non-GAAP operating margins in the company’s history, healthy free cash flow, and strong AI-driven traction. Communications is humming, but…
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Twilio Q1 2025 Earnings Review
When Thomas Mancuso moved to San Francisco, he was driving a U-Haul over the Bay Bridge as Governor Newsom announced the statewide COVID-19 shutdown. He…
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One Expert, One Topic — Thomas Mancuso Talks Compliance as a Competitive Edge
Debt-free and holding about $120 million in cash, Tanla, India’s largest A2P provider, closed FY25 in better shape than it began. WhatsApp and RCS now…
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Tanla Posts Tepid FY 2025 Results
Mailchimp ranks among tech’s greatest bootstrapped exits. With almost no outside capital, the founders sold it for $12 billion, an “infinite IRR” outcome by any…
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Mailchimp and What SMS Can Learn from Email