WhatA company that builds and operates open-access fiber networks in underserved US municipalities, wholesaling capacity to any ISP willing to compete on the last mile.
SignalThe core argument is that countries with mandated network unbundling get dramatically better internet because multiple providers compete over shared infrastructure, while the US model of granting end-to-end monopolies kills competition.
Why NowThe $42B BEAD federal broadband subsidy program is actively distributing funds to states, creating a once-in-a-generation opportunity to build new fiber infrastructure with public co-investment.
MarketUS municipalities and state broadband offices spending BEAD funds; TAM is tens of billions in infrastructure buildout. Competitors are incumbents (Comcast, AT&T) who refuse to open their networks, and small municipal efforts that lack scale.
MoatPhysical infrastructure ownership plus long-term municipal franchise agreements create massive switching costs and barriers to entry once deployed.
Why Switzerland has 25 Gbit internet and America doesn'tView discussion ↗ · Article ↗ · 616 pts · April 5, 2026
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