
When Pipes Go to Zero: What’s the Telco Business Model After Connectivity Stops Making Money?
As seen in the diagram, for most of telecom history, the core business model has been simple: Build networks Sell access to those networks Recover capital (revenue) through subscription and usage revenues, and Protect margin through scale and operational efficiency But what happens if (when? after?) that model breaks? What happens if connectivity becomes so abundant, competitive and policy-constrained that the “pipe” is priced at cost,…
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