Can someone explain one aspect of their business model to me? Their cost of goods sold is rather high at 45% and hasn't shown much operating leverage - no bueno. They explain that this is mostly payments to "network service providers"...would this mean the carriers? If so, what options are available to Twilio to lower these costs as a percent of revenue? This is the only aspect of the business model that concerns me. I read that Bandwidth.com actually owns a CLEC in order to lower these costs, might Twilio be able to do the same? Any help much appreciated.