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By Ben Thompson

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Twilio

Twilio’s Secondary Offering, Samsung Discontinues Note 7, Is Google Assistant Exclusive?

Posted onTuesday, October 11, 2016Tuesday, March 20, 2018 Author by Ben Thompson

Twilio’s secondary offering reveals another reason why the IPO process won’t change. Then, Samsung’s Note 7 is officially a disaster that will hurt the company for a long time. Google may benefit, but is the Assistant really an exclusive?

Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016

Posted onThursday, June 2, 2016Saturday, March 24, 2018 Author by Ben Thompson

An overview of Twilio’s IPO and the role of infrastructure, and then my favorite slides from Mary Meeker’s Internet Trends deck.

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By Ben Thompson

  • About
  • Stratechery Podcasts
  • Member Forum

The Daily Update

  • About The Daily Update
  • Subscribe Monthly
  • Subscribe Annually

Explore Stratechery

  • Concepts
  • Companies
  • Topics

Free Weekly Articles

Consume via: Email / Podcast / RSS
Follow: Twitter / Facebook / LinkedIn
Exponent Podcast

Archives

  • Articles
  • Daily Updates
  • Years in Review
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