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Looking at their buy-sell margins, Twilio has successfully changed the telecom paradigm, or at the least the vanguard of it. That is Big. APIs instead of circ

by gz5 10y ago

Looking at their buy-sell margins, Twilio has successfully changed the telecom paradigm, or at the least the vanguard of it. That is Big. APIs instead of circuits. Microservices instead of canned products. I say that because this shows Twilio is both charging a (small) premium compared to traditional telcos, and have a less expensive operating model. Most of their success is with startups and SMBs. It will be interesting to see their enterprise traction because Twilio's model puts the enterprise software developers and business units towards the front of the "buy" decisions, rather than traditional enterprise IT and telco teams.

exelius 10y ago
> Looking at their buy-sell margins, Twilio has successfully changed the telecom paradigm, or at the least the vanguard of it. That is Big. APIs instead of circuits. Microservices instead of canned products. Telecom had already been headed that way for the better part of the last decade. Twilio doesn't own any infrastructure, and the expensive part of telecom has always been operating the legacy infrastructure.
ryanlol 10y ago
>Looking at their buy-sell margins, Twilio has successfully changed the telecom paradigm, or at the least the vanguard of it. That is Big. APIs instead of circuits. Microservices instead of canned products. I think that's a bit of a stretch. Twilio isn't doing anything new here. Their tremendous growth is impressive, but the product isn't.