Twilio on steroids

I wrote a version of this letter back in the middle of 2019. I feel a need to update it now, as I think the threats to the traditional mobile operator business are gathering pace. And, in the words of the science fiction author William Gibson, I would say: “The future is already here, it is just not very evenly distributed.”

5G is important for higher speed and lower latency. But I think the real headlines of today are buried…

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Bo Ilsoe

Bo Ilsoe

Partner at NGP Capital. Raised in Europe. Sharing my learnings through Notes to CEOs, the bi-weekly letters I send to the CEOs and leaders in my portfolio.