This is unfortunate that he got disillusioned but the shift is for really one simple reason - segment. The original twilio that went on to acquire sendgrid, wa

This is unfortunate that he got disillusioned but the shift is for really one simple reason - segment. The original twilio that went on to acquire sendgrid, was increasingly in a low margin commodity market. Segment is hugely profitable in contrast and is not dependent on increasingly competitive upstream providers (carriers) providing lower cost similar apis as twilio voice/messaging. It still stands that Twilio’s apis are better than the competitors but that will only last so long. Segment will keep twilio relevant for a much longer time.