After getting good feedback on yesterday's thread on #routemobile I think it is logical to do a bit in-depth technical study. Place #twilio at center, keep #routemobile & #tanla at the periphery & see who is each placed.
This thread is inspired by one of the articles I read on the-ken about #postman API & how they are transforming & expediting software product delivery & consumption, leading to enhanced developer productivity.
We all know that #Twilio offers host of APIs that can be readily used for faster integration by anyone who wants to have communication capabilities. Before we move ahead, let's get a few things cleared out.
Can anyone build the programming capability to process payments or communication capabilities? Yes, but will they, the answer is NO. Companies prefer to consume APIs offered by likes of #Stripe#twilio#Shopify#razorpay etc.
This offers two benefits - faster time to market, of course that means no need to re-invent the wheel + not worrying of compliance around payment process or communication regulations. This makes entire ecosystem extremely agile
As a product company, your adoption (sales) & ease of integration depends on how scalable, reliable, and robust your API Suit is.
No question Twilio is leader & offers amazing APIs, but #routemobile too offers similar capabilities. Developers can test the APIs in browser on the fly, sadly, no such thing offered by #tanla.
As a product manager & decision maker, I'd ask my team to test the free API and test the request/response to understand how easy or difficult is it to use in my product. I can do that with Twilio & Route. I couldn't find any such possibility with Tanla
I think as an investor you must be forward looking. Really understand who offers global scale & capabilities. For me, based on this correlation it is clear that Twilio is bid daddy, but Route is young chap following the footsteps well. Tanla, nothing is available publicly.
PS: This is only technical capability overview on the APIs offered by 3 of the known companies. This is not a buy/sell reco.
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So I have been studying this entire communication layer as its relevance is ever growing with more devices coming online, staying connected, and relying on real-time communication. Not that this domain under penetrated, but there is a change underway.
As per many publicly available research, The Communications Platform-as-a-Service (CPaaS) Market was valued at USD 4.54 billion in 2020 and is expected to reach USD 26.03 billion by 2026 and register a CAGR of 34.3% during the forecast period (2021 - 2026).
In next series of tweets, I will try to present a few key highlights on Indian Tech companies. Often I hear that people want to invest in US cuz India does not offer many product companies. It is mere illusion! Let's see where we go with this series
India started as IT outsourcing hub, grew in size, made lives of many. Remained predominantly services provider. It still is, but it is transforming too. Indian IT is no longer pure services provider.
IT companies usually build reusable software components that can be wrapped to make an accelerator - something that can accelerate a functionality implemented for a new customer. All major IT companies used to have high regards for accelerator building in the past.
The COVID has brought unsurmountable change the way businesses carry their operations. "Business continuity" which only a training material earlier, now has become a reality. How does this change consumption & digitization?
The frontside, regular IT/Tech was first to experience the boom due to increased demand of tech scalability, adoption of cloud solutions, and WFA (work from anywhere) initiative. Banks/FMCG/Retail/Pharma were first to adopt tech
There are some Post-COVID beneficiaries such as auto/infra/Mfg./industrial/transport etc. These industries got hit worst as they were relatively behind on the tech & automation adoption.
As promised I am now posting details on #RIL#JIO stack. I shall discuss some advantage that #JIO stack has over peers. Pl do not take this as reco to buy stock. This is purely for information purpose
Unfortunately, majority of market participants only see the deal value #RIL has managed to clock & there is entire segment of investors who hate #RIL stock.
Those who understand the technical/business depth of #RIL#JIO#RelianceRetail know the scale and future ahead
Talking first about #JIO stack from telecom PoV, it has tons of advantages over likes of Airtel/Idea-Vodafone that #JIO is pure 4G VoLTE network.
#newgen software - as we go into 5G & its adoption increases, speed of enterprise activity will increase in tandem. Speed along with reliability of connectivity/communication forms the base of new modern enterprise
For enterprise, go-to-market speed will differentiate winners from laggards. Product lifecycles are getting shorter & shorter & urgency to support enterprise activities is growing even more.
The large scale, bulky software are losing flavor. Slice & consume is the theme & therefore, many more opportunities galore, one such opportunity is #newgen
One segment I have been absolutely upbeat is IT/Tech. Tech has always been the hidden moat for many companies - AP/BFL to name a few. Tech is no longer a vertical in market. It has become horizontal that cuts across every single vertical.
Be it Pharma/API, Finance, Insurance, Manufacturing, Retail, CD, or any other segment, Tech is going to give you edge over peers.
The spend on IT/Tech is going to increase stupendously in coming 4/5 years to levels we haven't even imagined. The investment in tech is going to help big get even bigger and put very hard survival barriers to new entrants.