I was thinking about you and some of the other "Google is *inherently* evil/criminal/perverted/spying for the lulz" folks.
@eric_analytics
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Replying to @jhamby
I'm totally with you on being super skeptical about Google's motives & biz model. But know their strengths & weaknesses.
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Replying to @jhamby
Google is pro-Net neutrality re: not wanting censorship, or being forced into paying extra for their bits by Comcast, etc.
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Replying to @jhamby
But YouTube or Netflix could not exist if there weren't tons of edge-caching nodes collocated at ISPs to speed things up.
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Replying to @jhamby
That case is a win-win situation. But now, w/ stuff like Project Fi, it's the *non-neutral* PSTN backbone, not the IP one.
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Replying to @jhamby
Voice minutes & SMS are how MNOs paid the bills. Smartphone data is growing but average ARPU is all that counts in the end.
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Replying to @jhamby
So Google Fi is a very dangerous game that Google is playing w/ carriers who have nothing to lose by partnering on a small…
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Replying to @jhamby
…project like this, and whose coverage maps complement each other anyway, while angering & scaring the biggest two carriers.
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Replying to @jhamby
If Google did offer a better deal than what the MNOs are offering, it'd probably risk the whole partnership. All about ARPU.
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Replying to @jhamby
Jake Hamby Retweeted Jake Hamby
Anyway, here's where I wrote that the real core of Google is (datacenters * network * AI).
@eric_analyticshttps://twitter.com/jhamby/status/598637416233046018 …Jake Hamby added,
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