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Published Dec 11, 2020

E1151: Tech stock deep dive with Alex Wilhelm & Beth Kindig: Airbnb, DoorDash, Zoom, Twilio & more!

Join Jason Calacanis, Beth Kindig, and Alex Wilhelm as they dive into the remarkable valuations of recent tech IPOs like Airbnb and DoorDash, explore strategic industry pivots such as Slack's acquisition by Salesforce, assess Zoom's post-pandemic market resilience, and analyze the geopolitical impact of US-China tensions on global investments.
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  • Slack's Sale

    Slack's decision to be acquired by Salesforce was driven by strategic considerations in a competitive market. suggests that Slack sought to leverage Salesforce's deep enterprise relationships to counteract Microsoft's aggressive push with Teams 1. notes that Slack lacked the consumer reach that Zoom achieved during the pandemic, which may have influenced its decision to sell 2.

    Zoom basically has completely blown open their addressable market because they're going across consumers.

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    highlights that Slack's revenue growth was strong, yet the acquisition offered a strategic advantage against formidable competitors 1.

       

    Twilio's Shift

    Twilio's strategic pivot towards data management marks a significant shift in its business model. explains that Twilio is transitioning from cloud communications to becoming a data company, leveraging acquisitions like Sungrid and Segment 3. This move positions Twilio advantageously as edge computing becomes more prevalent.

    I think Twilio is going to be a big surprise over the next five years.

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    concurs with Beth's optimism, noting Twilio's potential for growth through its expanded product offerings and strategic acquisitions 4.

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