>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 circu

>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.