Thanks for the note - I think your concern is coming from a completely appropriate place. We strongly feel this partnership is great news for you as an existing Twilio developer and something you should be excited about. Important that we be clear about what this means for you.

AT&T's Advanced Communication Suite includes a web portal of applications that do some very basic services for SMB customers and were built by a third party as part of this initial offering. The apps in this web portal will grow, which we absolutely believe will be a promising opportunity for our existing community of developers. We'll have more details on this opportunity at Twiliocon (http://www.twilio.com/conference) in a few weeks time.

Most importantly though, ACS customers use the same Twilio API you know and love. The code you have right now will work on AT&T's Advanced Communication Suite, which we hope you'll agree opens up a lot of potential.

We are not in the apps business; we are in the platform business. This and any partnership we engage is about extending the reach of addressable customers you can reach as a developer.

Competing with you is not how we win - getting you in front of more and more customers is how we win.