The race for place (passive telecoms infrastructure) is over

 

Why telecom has been a land grab for exclusive telecoms infrastructure - and why this needs to change.

Source: richardmedcalf.com

I'm not sure that I fully agree about the degrading value of the last mile argument, but I really like the way Richard looks at it, especially in light of considerations on structural separation: an alternative to value going down is keeping the monoploly separated and regulated. A better (in my opinion) way to keep the investment going.