That's a great comparison between AWS and Twilio. I think Twilio is going to try to get there - and they have made some progress that's made it difficult to mi

That's a great comparison between AWS and Twilio. I think Twilio is going to try to get there - and they have made some progress that's made it difficult to mimic on the backend. I would hope that their cost structure is flexible enough to allow them to be competitive in the high volume space. That may not be nearly as much margin, but at one point in time, only 2 years ago, 2 customers made up 35% of their revenue (from what I had heard). Take any developer that knows nothing about telecom and start dialing in seconds. That's extremely addicting - but it is quickly replaced as those bills rack up with pretty small volume pricing discounts. Switching from twilio to us? Easy. Change the URL. Switching from AWS - with the insane amount of APIs and toolkits that entrench you into it's structure to someone like rackspace or google? Much more difficult.