Ummm, where Comcast has a CableTV business for an Apple to potentially take, they are probably also the dominant- often sole- provider of broadband too. An Apple (or any other) replacement for CableTV that depends on a broadband connection is completely at the mercy of a Comcast either choosing "to have nothing" OR choosing to make up any losses with higher broadband prices for "heavier bandwidth users".
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I get the hate for the CableTV industry. But thinking they'll die by an Apple taking their CableTV business when Apple's replacement completely depends on a broadband connection provided by that very same company is such fantasy, I can't believe any of us can possibly fool ourselves into thinking it can happen.
The FCC has the power to regulate the internet as of a month ago. That means that, though Comcast owns and maintains the network as well as collecting fees from people to connect to it, the FCC decides what it's legal to charge for.
It's my understanding that the FCC believes that bits are bits, whether the bits form a video stream or is an HTML file or anything else, and that attempting to charge users based on what they're downloading, or where they're downloading it from, is illegal.
So Comcast isn't legally able to yank the rug out from under Apple, or Netflix, or anyone else making a CableTV replacement that runs over the internet.
If Comcast wants to remain the dominant CableTV provider, they're going to have to actually fight for it in a free and open market - their regional monopolies will be coming to an end as the internet CableTV replacements start getting more channels onboard with them.
If anyone dreams of "Die Comcast Die", we need to see another huge innovation that connects some hypothetical
TV box directly to iCloud without a Comcast playing the role of broadband toll master. Until there is THAT innovation, a Comcast and all others like them can flex at any time to make up for every nickel they could lose to a "new model" replacement for CableTV service.
Apple has the resources to do this - they're the most valuable company in the world while Comcast is only #30. Apple has many times the resources that Comcast has - they could build a worldwide network if they wanted to. It would be by far Apple's most capital intensive undertaking ever, but they could. They considered doing so back in 2006 back before deciding to use AT&T as their launch partner for the original iPhone. If they had the resources to build a national cellular internet service then, you better believe that they have the resources to build a national broadband service now, given they're several times larger now than they were then, nearly a decade ago.
I don't think they will do this though. It's a very initial cost with very little return, and a very high cost of maintenance. It's not a market Apple wants to be in. But they'll leverage the fact that they could dominate it if they chose to do so to make the other players (AT&T in cellular, Comcast in broadband) do exactly what they want.