[lmeyerov]

congrats to the team!

after a certain sales price, there are very few potential buyers, and unclear if the usual top acquirers would want to pay the premium (google, ms, salesforce, ...). likewise, always risk of things going sideways wrt ipo. $1-3B exit in this situation makes a lot of sense.

more interesting to me is twilio seems to be such an operationally awesome company, going through each phase of growth so well