Twilio Inc at William Blair Growth Stock Conference Transcript
All right, we will go ahead and get started. Thanks everyone for joining us. Kozima, thank you for coming. Thanks for having me. Kozima is the CEO of Twilio. Before we get started, a few disclosures.
My name is Arjun Bhatia. I am the analyst here at William Blair covering Twilio.
For a full list of disclosures, you can go to williamblair.com. Okay, I'm excited for this conversation. Let's dive in. Obviously, as I think the topic of the day is AI.
There's been a lot of sort of debate about does AI disrupt incumbents? Does it change the competitive landscape? And I want to maybe start by phrasing that conversation in the context of Twilio. What are the sort of the moats that you have in the business that maybe don't make you at risk of AI disruption? We'll get into how it benefits your platform, but talk just about. The moats on the platform that are hard to replicate, even though AI has made it easier to code and build things.
Where does Twilio sort of defend itself in that world?
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