[kelnos]

To be fair, Khozema joined Twilio as CFO more than 5 years ago; it's not like he was brought in externally and knows nothing about the business.

But yeah: Jeff had been working toward GAAP profitability for a while now, but was unable to deliver.

I have my own feelings and biases about the company's trajectory over the past years (I worked there from 2011 until 2022), but ultimately a) Jeff lost his super-voting shares last summer, b) he didn't deliver on profitability, c) growth numbers have been unimpressive for a while now. Activist investors have been saber-rattling for most of the past year. Of course Jeff was going to get forced out, sooner or later.