[anovikov]

All of the media clouds that did not include telephony, were always bad business cases, sometimes got repeatedly sold and resold like a proverbial hot potato, see TokBox.

Twilio did include telephony and was originally built as telephony-only provider, so it really stood out and was a lot more sustainable as a business than anybody else.

But, importance of telephony is falling. When was the last time you dialed-in to a Zoom conference? Without that, what's left of telephony? Just the 2FA SMSes.

I believe long term, providers like Twilio will become very thin layers of indirection to aggregate together underlying phone operator services, and will be mostly owner by those phone operators themselves, like Vonage now owns Nexmo, Twilio's direct competitor. Nexmo's API makes a lot more sense than Twilio's by the way, and is a true pleasure to use.

[nunez]

people dial in all of the time in the meetings i have. zoom is still awful in low-bandwidth situations.