Right agent. Amazon got there first.
You built Twilio's own agent, priced per call resolved, a year after Amazon put one in every Bedrock account.
Twilio Agent ships, and it's good. The stock is down 55% from its S&P 500 peak.
The CFO: We're still above our 2025 price! And index funds have to hold us, right? They have to. Right?
OMNI: NOT SO FAST! Index funds hold whatever is big. Ask them how they feel about small.
- A. Show the board what per-call customers spend. Your job, on one slide.
- B. Sell our agent to a lab. Keep the lines. Cash today. The lines keep ringing.