Hit the point, but from the wrong angle
He's saying they're in dange of becoming a commodity - well, here's news: they already are. Get with the program(me) and accept your fate, carriers!
If you want to innovate with content, do it on top of the commodity infrastructure.
If you want to create new infrastructure then be prepared for a bumpy & risky ride.
Dead vulture because there wasn't a dead carrier (pidgeon).
Biting the hand that feeds IT
