As we begin the 50th week of the year, a look at the most popular emails according to Substack as determined by the number of clicks by you, the readers.
1. Q2 CPaas Earnings Review and the Klaviyo S-1 Filing
In this we discussed the mid-year review of the CPaaS companies and the biggest IPO in the messaging space—Klaviyo.
2. Apple Signals the End of SMS
In addition to the biggest news of the year, we also discussed a long-held FCC declaration that RCS is not a “Text Message”—something I’m very proud to have helped bring to fruition.
3. What Bandwidth Earnings, WhatsApp in India, and Cloudfare's Post Mortem Tell Us
$360 Million—the total revenue by the top Indian wireless operators to WhatsApp.
4. The One learning from Q1 Earnings and Google’s (Other) Big Announcement
More than any other metric, efficiency is customer retention.
5. Q3 CPaaS Earnings Review in One Table and Four Charts
This was the valuation edition. Even in these tough markets, it turns out responsible growth drives the best valuations.
6. Text Messaging and Other Book Recommendations
Book recommendations on the Business of Business Messaging and that of Startups.
7. Inside the SOMOS Summit: Navigating predictions, Understanding KYC, and Giving Back
Reflections on my first SOMOS Summit as a member of its advisory board and my first on-the-record technology prediction.
8. WhatsApp's Text Broadcasts; Public Speaking Insights from Top CEOs; The Triple-Format Phenom; Intercom's CEO Returns; & a Layoff Alert
WhatsApp releases an SMB friendly feature, and other updates.
9. The incomplete Klaviyo/Attentive comparison; And advice from a Netflix veteran
Klaviyo’s IPO drove comparisons with Attentive and why most of those comparisons were wrong.
10. The FCC Wonders how AI will Change the TCPA
Everyone’s wondering how AI will change our world. The FCC ponders how it will change the TCPA and why I think that’s a question for Congress.
Thank you for reading and have a great week!
TJ