May, 2024 - TJ's Blog

My Best Advice — Ilya A. Strebulaev

In my Stanford GSB Exec Education finance class, Ilya Strebulaev claimed he’d teach us half of what we needed to know about M&A in the…

RCS and the end of the Hunt-and-Peck User Journey

For anything beyond one-way notifications, SMS offers a terrible user experience. It supports only 160-character texts, rudimentary images, emojis, and little else. Any functionality beyond…

The 2024 SaaS Growth Snapshot

Since 2012, I’ve maintained a dynamic list of public companies I follow. If it is true that software is eating the world, then understanding these…

Proof that Voice is not Text

ICYMI, last month four states experienced a 911 outage due to the oldest reason in network operations: cutting the wrong cable. Jokes aside, the workaround…

Twilio, Sinch, Bandwidth, Upland, LinkMobility and Klaviyo Announce Q1 2024 Earnings

Overall, the cohort delivered double-digit revenue growth but with some disclosing single-digit declines; many showed no appetite for M&A, but one is evaluating eleven acquisitions;…

The Biggest Opportunity in RCS Pricing

Pricing is critical to RCS success. If priced too low, it dilutes the medium and turns it into a source of spam. If priced too…

My Best Advice — Hugh Varilly

For me Hugh Varilly, is an early and excellent example of when it’s better to ask than to assume. In the summer and fall of…