[gozmike]

It sounds like this was tweeted to quiet the peanut gallery.

Over the last year, I've been exposed to a lot of the nitty gritty of the SMS and carrier world and I was surprised to learn how at scale competition for SMS volume is insane and extremely complex aggregators and the commercial arrangements seemingly incestuous.

The cost savings of easy integration and the appeal of a strong developer ecosystem are less and less attractive as the volume of SMS being managed make the marginal cost savings of going with a direct relationship with Amdocs, Syniverse etc....