Twilio on steroids

I wrote a version of this letter back in the middle of 2019. I feel a need to update it now, as I think the threats to the traditional mobile operator business are gathering pace. And, in the words of the science fiction author William Gibson, I would say: “The future is already here, it is just not very evenly distributed.”

5G is important for higher speed and lower latency. But I think the real headlines of today are buried…