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> End users are not the only customers for SMS. A large number of automated notifications, confirmations, and 2FA codes are sent that way, and carriers get paid for it.

Not just paid, they gouge their enterprise customers for it. Signal did a cost breakdown[0] and of their $13.7 million infra costs, a whopping $6 million is "registration fees".

[0]https://signal.org/blog/signal-is-expensive/






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