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Twilio’s Second Act
www.thediff.co

Twilio’s Second Act

Plus! News and Views; Transaction Costs and News; Selling the Stack; Evergrande Flails

Byrne Hobart
Jul 29, 2021
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Share this post
Twilio’s Second Act
www.thediff.co

In this issue:

  • Twilio’s Second Act

  • News and Views

  • Transaction Costs and News

  • Selling the Stack

  • Evergrande Flails

Twilio’s Second Act

Today's post is a joint effort with Napkin Math. It's a newsletter I've cited before, and one that Diff readers will enjoy. (The piece I come back to a lot is this one on the economics of Costco's house brands, which was a very h…

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