The ISP version of the AI boom... Kinda like uranium pricing in the
50s, when the artificial props are taken away, there will just be dust
blowing around...
On 11/20/25 7:30 AM, Steve Jones wrote:
Those small towns are probably more about footprint than profit. the
short of it is that if providers were footing their own bill this
wouldnt happen. but when the dust settles and capitalism restarts, 2
of those 3 will be bought or bankrupt,
but even at 300 take distributed evenly at 100 per isp with arpu 40,
thats 48000 annual revenue, and we know that arpu will only go up as
the capitalists fall.
We had incumbent cable co. in the last 2 years 2 other fiber providers
built our town, frontier is in process of lashing lines, and a 4th
provider is doing the entire rural build (on your dome btw), but will
be coming into town when thats done. so podunk il will have 4 fiber, 1
cableco, 2-4 LEO, and 1-3 cellular options (currently TMobile is the
only reliable cellular home internet) for 11,015 population over 8.65
sq miles with 4680 homes and 417 businesses
Nothing is real man, we are in a fever dream
On Thu, Nov 20, 2025 at 9:16 AM Ken Hohhof <[email protected]> wrote:
Incumbent cable company, incumbent FTTH company (aerial, no TV
option), and now a second FTTH company (buried). 850 population
and <400 houses. They just finished wiring the next town over
(population 1400) and built their main line through this town to
get there.
Is the cost so upfront loaded that an FTTH company can survive
with only 100-200 customers? Or is this a fight to the death?
The new fiber provider looks to be cheaper than both incumbents.
Not crazy cheap, but cheaper. They do offer TV packages, those
aren’t so cheap.
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