(I'm omitting the many, many, astroturf posts - "Why X is Better than Twilio", "Why I'm Ditching Twilio for X" - and comments from employees at competitors between 2010 and 2014.)
Twilio Raises $12m Series B
Twilio Launches UK SMS
Twilio Launches in Europe
Twilio Raises $17m Series C
"It's a good service, but unless they bring prices way down, some big provider (Cough Amazon..) is going to come in and eat their lunch. Granted they probably wouldn't offer the level of detailed APIs that Twillio does. We started using them for SMS sending but went with (Competitor) at a fraction of the cost."
"I believe their exit strategy is to be acquired by Amazon or someone of their scale... anyone can do it once they learn how to handle the SMS messages between the web and the carrier gateways, as well as how to handle call flows with Asterisk or Freeswitch." - (ed "Anyone can do it once [the entire value proposition])
Twilio Launches MMS
"Well, all the kudos should go to Bandwidth.com the primary carrier of of Twilio, (Competitor), (free, irrelevant service), etc ..." - (ed. This is completely incorrect)
Twilio Launches WebRTC Support
Twilio Launches International SMS
Twilio Launches SIP Support
Twilio Acquires Authy
Twilio Files S-1
"I can only imagine that as more and more developers flock to "free" SMS verification services provided by companies like Facebook (Account Kit) and Twitter (Digits), their long term outlook is even more unsure."
This Post Gets Submitted to HN
"It seems like a running [joke] that their primary (ed. struggling) competitor is ahead on features, and has better prices. I think those are completely fair criticisms of any company. It's a little strange that this compilation goes to great lengths to never mention the competitor by name."
Twilio Sells 10m Shares on Open Market, Stock Rises 90% on Opening Day, Hope Restored for Other Tech Company IPO's
(In this thread someone posted links to a spreadsheet with 500 other SMS API's. Oh. Shut down the company)
"I used to work for a company that vaguely competed with them. It was frustrating to have people ask "why does your service cost so much compared to Twilio" and to bite my tongue and say something diplomatic rather than "because we're running an actual business that makes money rather than a VC-funded playpen". Apparently they're not even cash-flow positive at this point?"
Keep doubting! And don't forget to crap on any new thing that gets launched.
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