Omni Agent War: Twilio

Her agent shops for a cheaper pipe every call.

October 2026, three weeks after Twilio joined the S&P 500. Any lab's agent can already call, text and verify through you. Your biggest customer came to the network floor.

The Airline CX Chief: A storm grounded my fleet Tuesday. My agent rebooked 400,000 passengers with 12 million texts. Nobody on my team lifted a finger.

The Airline CX Chief: It priced every text, darling. 60% went through Amazon, cheaper by a tenth of a cent. Tell me why the rest went through you.

OMNI: Lovely pipes. I've started comparing plumbers.

  1. A. Then our AI rides on every message. Conversation Memory, billed on top. Protect margin.
  2. B. Then every agent gets a line. Any lab. No AI markup. Volume over margin.
  3. C. Then Twilio answers the phone itself. Price per call resolved. Compete with customers.
  4. D. Then I'll buy the agent doing her shopping. $800M. 50 people. Fair to every pipe.