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They’re probably within spitting distance of a $1B valuation. Probably 5-8x at this point?

The fact that they’re there this quickly is absolutely mind boggling.

They're saying they expect to generate $100M revenue this year. I think that places them a bit further off the $1B _exit_ than 8x, although if they raised further funding potentially that could be done at an amount that suggests a $1B value.

I wouldn't want to be competing against AWS Pinpoint, and the problems Twilio have suggests this is a technically difficult space. Seems like quite a big bet from the VCs involved.

"and the problems Twilio have"

Care to expand on this? When I visited their site to find out what they offer, I immediately said to myself.. "So this is just a Twilio competitor".

Revenue to market cap multiples in technology on the public market are often in the 6x range even at slower growth rates than private companies. So if they're doing $100M they could easily be worth over $1B now.

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