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Verizon seems like a strong contender. They're well placed to follow the Gang's general model of using a profitable near-monopoly business to enable lots speculative purchases and projects. (Amazon: AWS and sales, Google: search/ads, Apple: hardware, Facebook: FB and Instagram)

If we're going to see a sixth player, it will be someone who can get massive, hard-to-threaten control over some major part of the web ecosystem. Data access sounds like a winner to me, especially if net neutrality crumbles.




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