>Maybe the existing knowledge of the API and general head start will cause people not to switch? It's hard to imagine anyone switching. Presumably if Amazon s

>Maybe the existing knowledge of the API and general head start will cause people not to switch? It's hard to imagine anyone switching. Presumably if Amazon started trying to compete on price then Twilio could lower their prices enough to not make it worthwhile for anyone to switch. Especially given that they're going to be integrated pretty tightly, it shouldn't be too hard for them to not make it worth the cost to switch. The real question would be if they were able to continue growing if GC, AWS and Azure introduced the functionality. Lots of companies are willing to pay a little more to keep everything in one ecosystem. The only difference is that integrating with all the mobile carriers is a totally different problem than anything else AWS, GCE and Azure do. It's not just an infrastructure/technology challenge, there is also the relationship building and negotiating which isn't something you have to deal with when you're building out, say, media transcoding as a service.