Twilio revenue growth jumps to 20 percent, Tomasz Tunguz notes

Twilio revenue growth jumps to 20 percent, Tomasz Tunguz notes
Twilio revenue growth driven by voice AI

Tomasz Tunguz, industry influencer, reports that Twilio's revenue growth accelerated to 20 percent year-over-year from 12 percent.

According to Tunguz, this boost is attributed to the impact of voice AI, which is transforming Twilio into a core infrastructure company.

Tomasz Tunguz has tracked rapid growth across the tech sector in recent months. He reported that Anthropic reached $10 billion in monthly revenue, outpacing software peers in growth speed. In a separate note, Tunguz observed that SpaceX acquired a $10 billion call option for distribution benefit while Cursor gained independence. These developments follow his continued reporting on industry growth and strategic moves.

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