TJ's Blog - Software, Startups & Simplicity

Why I Joined ID.me

There is an unbuckling of identity in the telecom network. Whether it’s a call from your bank, or a government login that doesn’t quite trust…

WhatsApp Is Hosting the Block Party Around Apple’s Blue Bubble

“You guys are lucky. WhatsApp isn’t a big threat in the US,” a major CPaaS CEO recently told me. That might be changing. WhatsApp is…

Why RCS Can’t Copy WhatsApp—Yet

WhatsApp is a platform; RCS is a protocol. In WhatsApp, Meta acts as the central authority. That makes it easy to build “super admin” tools…

BFCM: Klaviyo’s Billion-Dollar Signal

Klaviyo CEO Andrew Bialecki shared that Klaviyo-powered businesses crossed $1 billion in attributed sales (KAV) on Black Friday. That’s the first time the platform has…

What SMB Stress Really Means for Messaging Platforms

SMBs remain at the epicenter of economic anxiety and hope; they are both bellwether and backbone, the consumer and the producer, the hirer and the…

The Q3 2025 Valuation Update

While the fundamentals across the cohort companies held steady, yet with the exception of Twilio and CM.com, valuation multiples were down across the board. It’s…

LINK Mobility Q3 2025: Declining Organic Growth, Expanding Margins

LINK Mobility is proving that M&A discipline scales. Margins are expanding, cash is compounding, and RCS volume is growing triple digits, yet organic growth fell…

Sinch Q3 2025: Solid Margins, Slow Top Line

Sinch posted another quarter of stable gross profit growth and record profitability. Gross profit rose 5% organically YoY to SEK 2.3B (~$246M), with gross margin…

Klaviyo’s Q3 2025: Great Quarter, Worrisome Guidance

Klaviyo’s revenue rose 32% YoY to $311M, with NRR at 109%, non-GAAP margin 14.5%, and Rule of 40 at 47%. This puts it among fewer…

One Expert, One Topic — Cecilia Corral Talks Designing Care That Listens

When Cecilia Corral got her acceptance letter to Stanford, it looked like a straight line to success. What her LinkedIn doesn’t show is how far…

Twilio Q3 2025: Voice and Messaging Drive, Identity Fuels Growth

Twilio notched its fifth straight quarter of accelerating double-digit growth, reaching $1.3B in revenue. It set a new record in both profit ($235M non-GAAP op…

Bandwidth Q3 2025: Repeating Double-Digit Growth (with an Asterisk)

Last quarter, Bandwidth positioned voice as the new platform. This quarter, it showed that voice can scale profitably. Revenue came in at $192M, up 11%…