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> they've cornered the "SMS via API" market

This is not true, except for first-time builders and those who do not send a lot of SMS. Twilio is a great on-ramp to the world of SMS via API, but at scale considerations beyond developer UX can become more important.

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Telnyx has SMS via API cornered at scale for about half the cost:

https://telnyx.com

Speaking as someone whose company uses Telnyx... Telnyx has too many incidents/problems to be worth replacing Twilio with. Would go with Bandwidth if you're looking for cheaper-than-Twilio-but-worse-tech.

I believe they mean cornered in the "What's the first thing that comes to mind when I need an SMS via API service". Those two are AWS and Twilio.

SNS/Pinpoint is probably a much bigger player than they are

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