Twilio

Auditable Healthtech Welcome Email: Templates, API, Domain

The article advises healthtech teams to evaluate transactional email APIs (SendGrid, Resend, Postmark, Infrai) by verifying auditable evidence rather than feature lists. It defines five required artifacts for a verification-email workflow: API-accepted send, rendered body from an approved template revision, verified sending domain with DKIM rotation, correct suppression handling, and a retrievable delivery record that can be stored in the team's evidence store. The author demonstrates a pull-based reconciliation approach (example Python client calling Infrai's GET /v1/email/event/list) and recommends running synthetic-signup experiments that reuse a correlation ID and avoid production patient data. Infrai is presented as a practical API-first option that consolidates keys and billing but is pull-only for events and lacks SMTP relay or managed OTP; teams should choose providers based on observed evidence retention and operating-model fit.

2Q26 AdTech Portfolio Update: Consolidation & Exits

The Quo Vadis 2Q26 portfolio update reviews performance since January 2022 and highlights accelerating consolidation across the public AdTech landscape. BigTech (Google, Meta) continued to outperform; the AdTech11 portfolio remains down since inception but improved slightly from 1Q. Several mid-market AdTech names have exited public markets via strategic or PE deals (IAS to Novacap, LiveRamp to Publicis, Criteo to Vista, DoubleVerify to Nielsen). The note ranks remaining AdTech11 names by probability of being acquired in the next 12 months (PubMatic, Teads, Viant, Taboola, Magnite, MNTN, Zeta, The Trade Desk). The author argues scale and valuation pressures are driving a stampede of M&A, leaving fewer independent public AdTech assets and reshaping sector dynamics.

‘SaaSpocalypse’ debate deepens as software stocks swing

Software stocks swung wildly after a week of mixed earnings and a low-priced acquisition, intensifying debate over whether AI-driven coding agents are eroding SaaS value. Italian buyout firm Bending Spoons agreed to acquire Airtable for under $1.3 billion — a fraction of its 2021 peak valuation — while earnings-related sell-offs hit HubSpot, Datadog and Figma. Conversely, Atlassian and Twilio rallied strongly after quarterly reports, and Cloudflare rose. Analysts and industry leaders offered differing views on how AI models and coding agents will affect renewals, product economics and investor sentiment across enterprise software.