One-to-One Consent Gets a 1-2 Punch
Last week, we speculated whether FCC Chair Carr would push the deadline for implementing One-to-One consent. Well, he did—but later the same day, in true…
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One-to-One Consent Gets a 1-2 Punch
The Uncertain Future of One-to-One Consent
While big tech seems relieved that TikTok got a presidential bailout, I’m more interested in whether the FCC’s new one-to-one consent requirement will become law…
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The Uncertain Future of One-to-One Consent
The One Graph from the Bandwidth State of Messaging Report
Speaking of zero-party data, Bandwidth’s 2025 State of Messaging report is well worth sharing your email to access. It’s packed with valuable insights on messaging…
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The One Graph from the Bandwidth State of Messaging Report
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,…
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Jensen Huang Shapes the Future, and Other Observations from a CES Interrupted
WhatsApp Saves Group Texting
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…
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WhatsApp Saves Group Texting
When Subscribe and Save Becomes Subscribe and Forget
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…
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When Subscribe and Save Becomes Subscribe and Forget
The Hunt for Growth in 2025
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,…
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The Hunt for Growth in 2025
The Q3 2024 Valuation Update
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…
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The Q3 2024 Valuation Update
On the Health of the SMB
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…
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On the Health of the SMB
Braze Predicts 25% Revenue Growth in 2025
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…
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Braze Predicts 25% Revenue Growth in 2025
Twilio Completes the BFCM Picture
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.…
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Twilio Completes the BFCM Picture