The problem is that the US wireless market is balkanized and byzantine.
It’s therefore perhaps stunning that the platforms that are currently winning in mobile computing are American: iOS and Android. Note further that none of these winners came from the world of wireless or telecom. These new points of profit condensation in the industry entered from a different industry: computing. But are they now pursuing telecom-compliant strategies? Arguably no. I choose to call them mobile computing and not phone platforms specifically because they will tolerate the cellular regimes as long as they need to, and no longer.
Really interesting view. It’s hard to argue with the analysis, and there must be a real opportunity over time for companies such as Apple to limit then remove their dependance on the dysfunctional networks.