AIAI spending as a possible driver of Twilio and Bird's growth
One observer says Twilio is growing 22%-plus and accelerating, and describes rival Bird as seeing a similar trend.
TLDR
A September 23, 2026 post says Twilio is growing 22%-plus and accelerating after its growth dropped to single digits 18 months earlier. It describes rival Bird as seeing a similar trend. The author speculates that spending on AI and agents has substantially benefited both companies.
AI spending as a possible driver of Twilio and Bird's growth
One observer says Twilio is growing 22%-plus and accelerating, and describes rival Bird as seeing a similar trend.
TLDR
A September 23, 2026 post says Twilio is growing 22%-plus and accelerating after its growth dropped to single digits 18 months earlier. It describes rival Bird as seeing a similar trend. The author speculates that spending on AI and agents has substantially benefited both companies.