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> AWS just hosts their stuff, the same way they host Netflix. Uh, AWS already has a competing web services product, it's functionality is just severely lacking
by mbesto 10y ago
> AWS just hosts their stuff, the same way they host Netflix.
Uh, AWS already has a competing web services product, it's functionality is just severely lacking when you compare to Twilio: https://aws.amazon.com/sns/ https://aws.amazon.com/sns/
> Their future competitors are therefore Facebook Messenger, WhatsApp (hey, also Facebook!)
Funny enough, Twilio's largest customer is actually WhatsApp. If Facebook wants to increase some margin and can do it more cost effectively than using Twilio as a provider (I don't see why not) then this is a huge threat to Twilio commercially speaking.
- niftich 10y agoGood point on SNS, but AWS' approach is to offer a kitchen-sink menagerie of services. I stand by my accidental analogy that they're the Samsung of the web services world: have one product for every possible need, but only focus on a handful. With regard to Facebook, I'm talking about initiatives like these [1] [2] [3] which leverage Facebook's ubiquity and better discoverability tools than PTSN to de-emphasize it for B2C and C2B communication. [1] https://www.facebook.com/business/news/find-and-contact-businesses-on-messenger https://www.facebook.com/business/news/find-and-contact-busi... [2] https://www.facebook.com/business/news/new-tools-for-managing-communication-on-your-page https://www.facebook.com/business/news/new-tools-for-managin... [3] https://developers.facebook.com/docs/messenger-platform https://developers.facebook.com/docs/messenger-platform