There are at least a couple conclusions one might draw from new developments at Google Fiber. Some suggest Alphabet has given up on Google Fiber. Others argue, based on Google Fiber’s own statements and actions, that it instead is looking at business models that include fixed wireless.
As Google Fiber has been saying, as it “paused” the extension of Google Fiber to new cities, the organization is looking at “new technology and deployment methods.”
It remains possible that even the new fixed wireless business models and deployment methods will not work to Google Fiber's satisfaction.
But it might be fair to suggest Google Fiber has learned one important lesson. In competitive local access markets, when market share can top out below 20 percent to 40 percent, the business model is extremely difficult, and might not often support three sustainable, facilities-based providers.
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