When DoorDash texts you more than your friends... Text "STOP." Cloud company Twilio helps other companies communicate with customers — think: text notifications, emails, support calls. Twilio hides personal info so you can call your delivery driver without knowing their 617 area code. You don't see Twilio, but you definitely just used it. Its customers include:
Nailed it... ICYMI, it's a good time to be in remote communications. Twilio stock jumped last week after the company raised its sales expectations for the quarter, and has more than tripled in value this year on continued growth.
Like selling shovels in a gold rush... Companies like Shopify and Doordash are corona-conomy winners, but they're using Twilio to support their pandemic surges. That makes Twilio a winner (by the transitive property). Companies don't reinvent the wheel to build all their own tools — they tap others for help. But with great opportunity comes great competition: Microsoft just launched a calling/messaging service that competes with Twilio head-on.