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Software, Startups, Simplicity

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Klaviyo Q2 2026: Pass On the Pass-Thru Fees

Even healthy margins have their limits.

Twilio Q2 2026: Voice AI Pulls the Whole Platform Higher

The first serve matters less than what follows.

Sinch Q2 2026: Americas Accelerates; Email Delivers

The overlooked engine may carry the next act.

How Elon’s Twitter Takeover Changed One-Time Passwords

When a crisis demands confronting an uncomfortable truth

Klaviyo Q1 2026: Solid Upmarket Growth

Strong enterprise signals, but muted SMB performance

Sinch Q1 2026: Laurinda Pang Moves On

The work of making the complex simple

Twilio Q1 2026: Voice Pulls the Trust Layer Higher

AI brings volume; trust brings value.

The FCC Wants to Cut Off the Robocall Number Supply

When numbering policy becomes identity policy

The FCC Puts a $2,500 Per Call Price Tag on Sloppy KYC

When identity proofing becomes a mandate.

Buybacks, Confidence, and the Limits of R&D Spend

Some moves show strength, others reveal unfinished work