<<<I don’t think it’s Twilio providing a service to T-Mobile, it’s T-Mobile providing connectivity to Twilio for IoT applications.>>>
I believe you are correct. Seems to me if you are a Twilio developer, and you want cellular connectivity you use your Twilio API and get a Twilio SIM card to install into your electronic, and the SIM will simply work with T-Mobile. Simple, don’t have to think about it, don’t have to leave your desk to do so.
Whereas, Verizon, for example, hopes to use its larger market presence to draw developers with their custom APIs, requiring, say a Twilio developer to forego the Twilio option, get off their butt to enroll in a new program, and learn the new Verizon solution. Does not sound like the soundest of strategies for Verizon. Developers don’t care what network they use, as long as it works and is cost-effective. Developers will want the total ecosystem however that a Twilio can provide, if the developer is embedded in that ecosystem to begin with, without having to think about it, so I would think. I know I don’t like having to think about it.
I as well do not understand this market well enough, but generally speaking this is what it sounds like to me. Verizon, AT&T, thinking they can use their larger market presence to draw developers outside of their Twilio environment, get them to get out of their desks to learn the new system and to order the new SIM cards, with new billing system and invoices, etc., when cellular is needed in their app.
In general, such a strategy like this has historically not been successful for the most part for the incumbent unless Verizon or At&T network can provide something that T-Mobile cannot for the extra trouble involved, and from latest marketing materials from Sprint, and articles on T-Mobile, T-Mobile’s network is nearing (but not quite as good) as Verizon’s cellular network coverage.
I can see, for example, if a corporation has a large contract to provide its employees cellular service through Verizon, then they might want their IoT devices going through the same network, with the same vendor, but just conjecture.