Klaviyo and the Loyalty Use Case
Last week we discussed why cross-selling needs a compelling use case. These use cases merge different mediums and connect diverse actions into a single workflow.…
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Klaviyo and the Loyalty Use Case
Satya Nadella’s Counterintuitive Take on DeepSeek
Satya Nadella, the Gandalf of cloud software, tweeted about the Jevons paradox to frame DeepSeek’s recent mic-drop moment. DeepThink R3’s performance has been surprising considering…
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Satya Nadella’s Counterintuitive Take on DeepSeek
What’s Next for One-to-One Consent
The FCC rollback on one-to-one consent is a nothingburger for brands and businesses. As a practical matter, the industry already saw this coming, and not…
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What’s Next for One-to-One Consent
The Good, The Interesting, The Unknown: Breaking Down Twilio’s Investor Day
At its investor day, Twilio promised 21% non-GAAP income by 2027 and $3 billion in free cash flow over the next three years—goals it confidently…
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The Good, The Interesting, The Unknown: Breaking Down Twilio’s Investor Day
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