Twilio becomes the phone line in Agentforce.
Five profitable quarters. Then renewals come due, and developers let their agents pick Amazon's free line instead.
The Buyer: Salesforce has always admired your pipes. A 20% premium. Agentforce needs a phone.
The Buyer: You'll be the dial tone. Nobody has thought about a dial tone since 1985.
Outcome: Lost as a feature
You charged extra for AI that Amazon included free. Agents pick the cheaper line on every call, so the margin you protected walked.
One path that gets here
A · Then our AI rides on every messageA · Fold the AI into our price. Outbuild Amazon