[gphil]

The problem is that Twilio is not profitable. They wouldn't need to show a hockey stick if they were. Investor-subsidized, non-profitable companies have to sell growth to their investors because they have no other fundamental to point to.

[toomuchtodo]

Indeed, either take the investment and the dragons that will come to burn your village or grow slow and own your future (Basecamp/37signals), but make peace with that you’re always going to be small (but it’ll at least be yours).

[walls]

Maybe a notification API provider doesn't need to be spending a ton of money on "AI".

[dalyons]

instead of posting a poorly informed take, you should go and have a look at their list of product offerings. They havent been just a "notification API" for a long time now.

[ejb999]

I think that is exactly the OP's point - they are spreading them selfs so thin in many areas (AI or not), they took their eye off the ball.