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I would disagree. Twilio should be able to do it better and less expensively than Uber. The only think I can think of is Twilio refused to lower its prices or there's a glaring deficiency that Twilio is unable or unwilling to fix.



Really? Twilio pulled in ~$277 million last year. Uber was supposedly 12% of that.

You're saying it would have cost Uber more than $33 million and change to do their telephony?

I strongly doubt that. Uber doesn't need all of Twilio's features. They can build out just what they need much cheaper.

This is the same situation people find themselves in with AWS, etc. It's less expensive _initially_. There's a point where this becomes not the case.


Twilio should be offering Uber a price which is just below the minimum it would take for Uber to build it themselves.

Also, Uber management should be focused on other things which are much more important for the future of the company, like the user experience, or self-driving cars, or machine-learning algorithms to predict future traffic.

Uber should not be focused on pushing down costs because the opportunity cost of losing focus is huge. It reminds me of this epic rant from Bill Gates:

https://blogs.technet.microsoft.com/kaiaxford/2008/06/27/why...

It's a funny story, but while Bill was focused details about a minor product he was missing the opportunity to develop a search engine like Google, or mobile devices like Apple.


Quite possibly time and attention too. Tech execs start by building. ("Why optimize on building my own tech when I can start quickly using someone else's. Let me worry about product/market fit") Over time the drive to optimize takes over, especially as companies look to show better profitability.


Well, here's what I actually wrote: "Twilio should be able to do it better and less expensively than Uber. The only think I can think of is Twilio refused to lower its prices or there's a glaring deficiency that Twilio is unable or unwilling to fix."




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