How much of a threat is this to Twillio? I suppose Twillio is more for building whole systems, this is just for notifications but it'll be interesting to see how/if they react to this.
"You can now subscribe a US phone number to an SNS topic. After the subscription has been confirmed, notifications sent to the topic will be delivered to the phone as an SMS message."
Note the _US_ in there. I stopped reading at that point and couldn't care less. Hi Twilio :)
This does not seem like that much of threat to Twillio. It not only provides SMS but a wide variety of services. Also, there are a lot of developers already using Twillio, so it does not make sense for them to move to another service.
Well, they're not doing voice so Twilio still has that advantage. Also, support is likely to be much better with a startup than with the huge behemoth.
However, Amazon has the footprint to get you worldwide delivery. Twilio just arrived in (parts of) the EU, but that's a temporary advantage. Also, there's that 0.75c charge. That's already a 0.25% saving and Amazon have a habit of reducing the price whenever possible.
Twilio et al will likely focus on better service, more features, easier signup and use.
