Nope, nobody can make money consistently out of a company that has the same CEO since 2008 and is still burning money(!!!).
Maybe their business model isn't even viable, and/or needs a big revamp.
Unlike other companies that fired people with 100bi in cash(looking at you, Google), Twilio is literally paying for people to use their services for over a decade.
Are boards and VCs so rich that they can keep such thing going on for so long, without ever the expectation of making a profit?
They seems to be pulling in 100 directions from Automated Communications, to Authentication, Serverless Cloud, To Transactional Email, to Video Services to what ever else.
Pension funds and many other xyz funds have these companies in their portfolio. Crypto markets with their scammy tokens are a good simulation of US stock market of today. Unprofitable companies posting 1 less cent loss as compared to forecast and seeing their stock jump 20%.
Maybe their business model isn't even viable, and/or needs a big revamp.
Unlike other companies that fired people with 100bi in cash(looking at you, Google), Twilio is literally paying for people to use their services for over a decade.
Are boards and VCs so rich that they can keep such thing going on for so long, without ever the expectation of making a profit?