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> How much have they driven down pricing across the space since they've come to the US?

Prices to the US are already super cheap. I think twilio was at or close to a penny when I first saw them. Prices elsewhere could use some lowering though, and it's a lot bigger deal if a 50 cent call becomes a 40 cent call than if a 1 cent call becomes a 0.8 cent call.

It kind of depends on what you're doing though. At my last job, I was a high volume customer, and we never went to the conventions, because everything worked / it was essentially a commodity for us; we had several vendors and directed traffic towards best results and price. I guess we would have met message bird earlier, instead of when they aquired one of our vendors.