Just speculating here, but it wouldn't be surprising if Amazon ultimately acquired Twilio. CEO Jeff Lawson used to work for Amazon after all.
his is likely a dry run on how well it can integrate... and what adoption levels... then they will buy Twilio. Buy some twilio stock now.
Agreed. If you see how Amazon has done acquisitions in the past, they like to brutalize companies by aggressively undercutting them and then buying them for cheap after their value goes down. That's what happened to Zappos and Quidsi, it's a strategy that's saved them hundreds of millions. I like Amazon and I basically worship Bezos but I would not like it if they moved into my line of business.