SendGrid (SEND) a developer-focused email platform.

There’s a growing class of “developer-focused” software infrastructure platforms. It all started with Amazon AWS but since then many companies have taken a similar approach to other areas of software. Other examples included Twilio (TWLO), Stripe (Private), Atlassian (TEAM), MuleSoft (MULE), and GitHub (Private).

What distinguishes this type of company? Here’s our list:

  1. They can “call or be called” via APIs. Developers can integrate the service directly into their code.
  2. They run predominantly in the cloud although some support “hybrid” cloud.
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