Discover and read the best of Twitter Threads about #VRM
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"Could NZ be the place where talent wants to live?" Would you want to live in a place where an optical fibre connection exists in every building, like water, electricity and copper telephony? When the LFCs can't make more money without more fibre, they'll lay more fibre.
Mobile is a side-show and depends utterly on optical fibre backhaul. They're a free-space to optical fibre gateway and nothing more. Their intermodal competition is fierce. Not so in copper or optical fibre. Four regional Layer 1&2 exclusive LFCs will diverge without national
unbundlers and create deadweight loss in coördination costs for RSPs. LFCs keep the founding GPON frequency (#UBI communications) to lease or operate and there's at least one other NGO λ competing nationally with them.
