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Here's why this is happening...if you look at AT&T's financial statements, they are really huge on IoT (which they term monitoring devices), meaning that it has made a huge amount of money for them in terms of growth recently and is expected to do so in the next few years. They have a lot of enterprise customers, for example Tesla or other connected cars and are looking to deliver content to customers by disintermediating real estate. E.g. everyone hates Comcast because due to the fixed nature of real estate, you have no choice but to work with them to get broadband. As AT&T is able to bring wireless and cellular speeds up to the current and better than speed of broadband, Comcast will become irrelevant and AT&T will become the new Comcast. This is also likely why you have seen XFinity WiFi roll out in your local urban area this year, and pop up at the top of your network - they are trying to capture you before their inevitable downfall to Verizon and AT&T.

Edit: Really, it's an ongoing battle. Nothing is inevitable.



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But, "wireless and cellular speeds" is increasingly becoming a physics problem. I'm not so optimistic as to proclaim the downfall of Comcast.

I wouldn't be surprised if Comcast releases an MVNO with devices that are intended to work primarily on comcast wifi, with secondary cellular.


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