specifically, do this in the parts of the US where there are multiple providers... even losing 10% of their subscribers would hurt a lot.

Example: at my apartment, I've got a choice of Sonic, Webpass, Comcast, Verizon, AT&T and possibly others. It would be effortless for Facebook/Amazon/Netflix/etc (FAANG) to post ads showing the speed difference, offer me N free months to ride-out my contract, then I'd switch.

5G is also a game-changer, since in theory it replaces wire-lines.

My secret hope is that a consortium of major content providers pools their capital and buys a major telco to ensure open access. They could also do sophisticated things with security and software routing.

FAANG market caps: 2700B

Apple 900B Google 700B Amazon 550B Facebook 500B Netflix 90B

Telco market caps: 500B

Verizon 191B AT&T 213B T-Mobile 50B Sprint 24B