Jensen Huang Shapes the Future, and Other Observations from a CES Interrupted
On Monday, I left LA for CES to peek into our collective future. On Tuesday, I returned to find mine irrevocably changed. The LA wildfires,…
On Monday, I left LA for CES to peek into our collective future. On Tuesday, I returned to find mine irrevocably changed. The LA wildfires,…
Apple and Google, it’s time to fix text-messaging groups. Here’s what happened in my neighborhood during the wildfires: A neighbor started a text-messaging chain with…
Contrary to popular opinion, SaaS is not dead. Even during the industry’s post-pandemic reckoning, this notion felt misinformed and sensationalist. That doesn’t mean SaaS hasn’t…
In 2022, the CPaaS industry was punished for the “excesses” of 2020–21. In 2023, we cleaned up our act. In 2024, we demonstrated that steady,…
Klaviyo has maintained its position as a stock market darling. Trading at over thirteen times last-twelve-months (LTM) revenue, its $11.53 billion market cap places it…
Speaking of inherent biases in frameworks, mine is the focus on the health of the SMB segment. Especially the focus on the “small” in small…
With a 23% year-over-year (YoY) increase in revenue and $600M in ARR, Braze rounded out the Q3 2024 (its FY 2025) earnings results for the…
From Monday, November 25, 2024, to Monday, December 2, 2024—i.e., the e-commerce Cyber Week—Twilio sent over 5.2 billion messages and processed over 65.5 billion emails.…
Two-factor authentication (2FA) is really just two-password authentication. You’re required to remember one long-term password and one short-term password. If you rarely use the system…
One in seven people in the US get their paycheck via ADP. During her tenure at ADP, Sonal Doshi was responsible for security initiatives that…
Attentive hit 620 million texts on Black Friday; Klaviyo sent 420 million messages (email + text) in just one hour that day. Building on last…