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Khozema Shipchandler, The CFO of Twilio, has seen broad based strength in education, e-commerce, and philanthropy in the last three months. He sees ride sharing as a tailwind to both the economy and Twilio. He feels great about how they are allocating capital and is expecting healthy profitability in the medium term.

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Twilio (TWLO) CFO On 4Q Earnings

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