Hopefully this means Segment dropping their prices - $120p/m for 10k users is out of the range of a lot of potential customers, and changing around an established analytics setup later on is always a pain.
They used to be much cheaper too.
Twilio set to acquire Segment for $3.2B
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Re: Twilio set to acquire Segment for $3.2B
#22I follow(ed) Segment’s GitHub branches and always felt they adopted the latest and best front end tooling. I usually let them being the testing ground at a real company in between the stuff they developed themselves.
This goes from using Metalsmith early for their single page web sites, some coding practices (mono vs micro), some CSS frameworks and design patterns and other library choices when there always seemed like a barrage of new choices (like css in JS ) and React.
Anyway I much appreciate their efforts in this area as inspiration and real world examples published on OSS sites. Even if it was simple stuff like their marketing websites.
They clearly had respectable and internally influential talent working in this area.
It’s been a while since I’ve explored their GitHub repos for fun but the I still respect the stuff I learned.
Re: Twilio set to acquire Segment for $3.2B
#23Hopefully this means Segment dropping their prices - $120p/m for 10k users is out of the range of a lot of potential customers, and changing around an established analytics setup later on is always a pain.
They used to be much cheaper too.
You have to justify the valuation somehow. Of course, whether that validation is truly justified is another matter and I guess the market will decide in due course.
Re: Twilio set to acquire Segment for $3.2B
#24Step one towards rebranding Sendgrid as a marketing platform and getting them away from the cesspit that is transactional email.
(real question) Why is transactional email considered a cesspit?
Re: Twilio set to acquire Segment for $3.2B
#25Twilio feels like a great fit for Segment, all the best to the team and the next steps. Show HN: Analytics.js (2012) https://news.ycombinator.com/item?id=4912076 via @rauchg https://twitter.com/rauchg/status/1314709848030756864
It's kinda nuts. They have some videos on startup school. They basically just threw spaghetti for months building random products for markets they barely understood until they landed on analytics and it just snowballed. This isn't even a brilliant idea. They entered a crowded market with a solution that was just a bit better than everyone else and now have a $3B exit.
The invisible hand of the market sprinkles its fairy dust
Re: Twilio set to acquire Segment for $3.2B
#26That sounds like a sweet deal, especially as Twilio stock is current "overvalued" (like most tech stocks right now). Jeff Lawson continues to follow the SFDC playbook of buying companies (and existing revenue growth) with stocks everytime their stock pops ;)
I'm not sure that it's Jeff Lawson as much as George Hu. 13 year SFDC veteran and credited by Benioff for many successful initiatives in his cloud book.
Separately, when George joined Twilio, they didn't really have a sales team. Started working on contract terms, raising prices and a host of other things. He's very systematic.
Re: Twilio set to acquire Segment for $3.2B
#27Genius move for Twilio, honestly. Segment can supply the central hub to tie in all channel spokes Twilio already powers (especially after the SendGrid acquisition from a couple years ago). I can't help thinking Segment had much more room to run though...everyone I know who uses them loves them, and they were still only just scratching the surface of the addressable market.
Agreed really good fit. I bet a large % of Segment's customers were using Twilio endpoints. Really nice combination of a data hub / last mile across multiple channels...fully expect they will continue moving up the stack towards a CRM / Marketing automation solution.
Re: Twilio set to acquire Segment for $3.2B
#28Hopefully they drop the pricing after this, else I am moving to Rudderstack.
Re: Twilio set to acquire Segment for $3.2B
#29Genius move for Twilio, honestly. Segment can supply the central hub to tie in all channel spokes Twilio already powers (especially after the SendGrid acquisition from a couple years ago). I can't help thinking Segment had much more room to run though...everyone I know who uses them loves them, and they were still only just scratching the surface of the addressable market.
Agreed really good fit. I bet a large % of Segment's customers were using Twilio endpoints. Really nice combination of a data hub / last mile across multiple channels...fully expect they will continue moving up the stack towards a CRM / Marketing automation solution.
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Re: Twilio set to acquire Segment for $3.2B
#30Genius move for Twilio, honestly. Segment can supply the central hub to tie in all channel spokes Twilio already powers (especially after the SendGrid acquisition from a couple years ago). I can't help thinking Segment had much more room to run though...everyone I know who uses them loves them, and they were still only just scratching the surface of the addressable market.
Agreed really good fit. I bet a large % of Segment's customers were using Twilio endpoints. Really nice combination of a data hub / last mile across multiple channels...fully expect they will continue moving up the stack towards a CRM / Marketing automation solution.
Who’s a likely candidate for CRM acquisition? Seems like the space is a bit crowded and Salesforce is the big dog and lots of second tier but who’s a good fit for Twilio?