Twilio’s AI Boost Is a Double-Edged Sword
The Information
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Generative AI
Twilio stock is on a run so incredible you’d think it was immune to the “SaaS apocalypse” plaguing enterprise software stocks. But investors are missing the bigger picture. The company, which sells software tools to help firms communicate with their customers via text messaging, calls and emails, has seen its shares rocket 36% so far this year - in contrast to the 30% declines common to big software stocks.