I've asked something similar in another comment. Can someone at Twilio explain what's happening here? The Segment product feels like a great fit for Twilio customers. For marketing messages, it helps to dial in on customer intent and customization. Better targeted messages means more ROI for customers, which of course leads to leaning in on sending more messages. Feels strategically sound to me. Maybe it is a cost center, but why the strong push to completely discard it?