On the note of "I really think that Twillio is first to market because of the inept management of telcos, but how do you compete when they figure it out?", the

On the note of "I really think that Twillio is first to market because of the inept management of telcos, but how do you compete when they figure it out?", the time for them "figuring it out" has come and passed imo. All the big players tried to create their own offerings to compete with Twilio years ago, but they didn't catch on because they weren't developer-friendly. At this point, they prefer to remain the platform that companies like Twilio build upon from what I can tell. (disclaimer: former Twilio engineer)