TJ - TJ's Blog

My Best Advice — Rajdip Gupta

Rajdip Gupta left his job at IBM in the UK to return to India and pursue a new venture. At the time, in the early…

The Q2 2025 Valuation Update

While most companies reported solid financial performance, the market’s response was anything but uniform. As transparent as public market valuations are, they don’t always track…

RCS Builder’s Log: Android vs. iOS Carousels

Carousels are one of RCS’s most powerful formats. They let you stack cards, images, and actions in a single swipe. I tested the same carousel…

One Expert, One Topic — Caitlin O’Neill Talks Trust in Canadian Messaging

Caitlin O’Neill took an entry-level role reviewing short code applications for the CWTA (now CTA). Fourteen years later she’d run the program. But back then…

Braze Q2 FY2026: AI Moves In, Product-Led Growth Holds

With revenue up 24% YoY to $180M and EPS at five times above consensus, Braze beat on both top and bottom lines. OfferFit is integrating…

The Industry Loses a Luminary

Jay Patel, GM of Cisco Webex, passed away last week. I knew Jay for many years, first as the founder and CEO of IMI Mobile,…

Klaviyo’s Layoffs: Retooling for the AI Future

Klaviyo laid off roughly 100 employees last week. Reflexively, it looks like cost cutting. Layoffs are still common across tech, so it’s easy to slot…

RCS Builder’s Log: Trading Cards on the Data You Reveal

This week’s log is about what your phone number reveals in an RCS chat. You can skip ahead and scan the QR code to try…

One Expert, One Topic — Gautam Hazari Talks Identity, Cryptography, and the SIM

Gautam Hazari showed up in telecom by accident—but never left. In 2000, he was solving Y2K bugs for banks in Sydney. When the clock struck…

LINK Mobility Q2 2025 Earnings: Margins Up, RCS Momentum, and a South African Bet

This year alone, LINK has spent over $160M in acquisitions, and it’s not done yet. So, yes, while we will unpack its Q2 earnings, we’ll…

RCS Builder’s Log: Goodbye, 3 MB MMS Limits

Somewhere in my fire-damaged house is a dog-eared, scribbled, underlined, autographed copy of Friedhelm Hillebrand’s 2010 book, full of optimism about the then-nascent MMS format.…

One Expert, One Topic — Stacy Rampersad Talks Why Compliance Keeps Customers

Stacy Rampersad started her career doing opt-outs escalations and writing how-to instructions on a Nokia flip phone. Today, she’s guiding some of North America’s biggest…