Tag Archives: fake news

Twilio Flex does a Microsoft

Microsoft built Windows, a platform that enabled people to create cool stuff, like spreadsheets, word processors, lots of enterprise desktop applications. Microsoft copied the high margin cool stuff built on Windows, and soon their software became the default.  This is what we’re seeing with Twilio Flex. BTW, browsers were not high margin, hence the delay […]

Fake News in Telecoms

There are 3 principle reasons why analysts are wrong on many aspects of telecoms, because they: Believe the AR (Analyst Relations) / CFO (Chief Financial Officer) spin on the numbers and happily repeat them in their research notes. Its reportage and linear prediction on the story / spin given. Many industry analysts are ex-reporters, the trade […]