The labs got their own numbers.
Twilio is the cheapest way to reach a phone, by a third. Then OpenAI and Google sign with the carriers themselves.
OMNI: I used to call through you. Now I have my own numbers. You were very affordable.
The Buyer: 1.1x revenue. Thoma Bravo adores a utility nobody needs to be loyal to. Sign here.
Outcome: Lost as a feature
You won on price. Then the labs signed with the carriers direct. A pipe with no standing is a price, and someone is always cheaper.
One path that gets here
A · Then our AI rides on every messageB · Quit fighting Amazon. Open our lines to every agentA · Ours. We register and vouch for every agentC · Let the carriers run it. We'll be cheapest