The AI sells. Then Amazon gives it away.
You sold Twilio's AI as a charge on top of every message and minute. Margin grows, as long as customers keep choosing your pipes.
The CFO: AI attach is 31%! Margin per message is up for the first time in four years! I framed the chart!
On the wall screen, AWS's keynote: every Bedrock agent gets a phone number, texting and memory. Included. No add-on.
The CFO: Developers love us, though. They won't leave Twilio over a checkbox. Will they?
OMNI: HOLD IT! Developers don't choose anymore. Their agents do, on every call. And free wins every call.
- A. Fold the AI into our price. Outbuild Amazon. Defend the margin.
- B. Quit fighting Amazon. Open our lines to every agent. Late, with no markup.
- C. Then we stop selling parts. We answer calls. Amazon is a year ahead of us.