Problem is that it's the whales that make them a $3 billion company. Snag one Uber or Facebook and that's worth about a million small SaaS companies (I actually don't think that's an exaggeration). Yes, if they leave you're in deep trouble, but that's the business they're in. To acquire the number of smaller companies that would account for the number of SMS messages that Whatsapp sends would require so much time I think this stock would trade to zero long before that would ever happen, if it were even possible to do.
We're probably spending close to $200k/year for another company's services that we're looking to build on Twilio to save money. We'd probably end up paying 1/3 of that on their service.
We're just one company but there are many tens of thousands of companies with the exact same LeadGen problems that we have to solve that just don't have dedicated engineering teams attached to them yet like we do.
There are many other things that we could do on Twilio that would increase our spend once that foundation is laid too that we can't do now and we would like to.
We need zero touch from Twilio salespeople to make this happen -- it really only costs them in infrastructure.
I would be willing to bet that Twilio spends huge amount of money wine & dine-ing Uber and WhatsApp. Our (big internet advertising company, you fill in the blanks) rep sure does take good care of us.
