I think that was a smart move. I'm similarly ignorant of the nitty gritty financial details of how stocks end up priced where they are priced, but I do follow a bunch of (mostly tech) companies and more or less invest/gamble on "feel" (ie, do I like and understand what they're doing, how is the stock currently priced, do those high level financial multiples make a little bit of sense against their peers and what's the competition look like). I was buying into Twilio because I'd been following their story for years and just think it's a good, solid business that will be able to grow steadily as a public company, but there's nothing steady about what's happened with the stock price. I want to pull the trigger and get out. Hard part is actually pulling it. Glad to hear you locked in the gain. Maybe you'll inspire me to do that today.

It's hard to say what is post-IPO hype and what isn't at this point.

I'm also very curious what Twilio has on its roadmap -- a post-IPO company is no longer a startup, but the whole concept of making a Python library that sends SMS messages, to me, very much feels like just a startup MVP.

It'd be interesting if they went after cell carriers with WebRTC, but even the WebRTC provider world is a pretty competitive space now with TokBox and Agora.io essentially providing the same value prop with their offerings now.

Me? I just want a China number to send SMS messages from. Get on that, Twilio!