> They realize that they have to do this, like they did with Google Fiber to "disrupt".
If I'm reading this correctly, and they're just becoming an MVNO, then they don't have to create any infrastructure (unlike Fiber). In exchange, they get two things: more robust tracking, and a chance to try to siphon off a few of the most profitable customers from the major carriers. Fiber gets them these things as well -- I'm guessing they only roll it out to high-margin areas -- but requires more investment.
I assume that, if this becomes profitable later, they can use Fiber in areas that have it to save money.
If I'm reading this correctly, and they're just becoming an MVNO, then they don't have to create any infrastructure (unlike Fiber). In exchange, they get two things: more robust tracking, and a chance to try to siphon off a few of the most profitable customers from the major carriers. Fiber gets them these things as well -- I'm guessing they only roll it out to high-margin areas -- but requires more investment.
I assume that, if this becomes profitable later, they can use Fiber in areas that have it to save money.