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There's Sonic, but fiber rollout is expensive when you're not the incumbent. It doesn't help that AT&T rolled fiber out to parts of the Bay Area once Google announced their list of cities.

How many customers can a competitor get if they overbuild where AT&T has built fiber? Or where AT&T builds fiber in response.

Some small number of people understand that differences in peering and transit are a thing, but most of the population is going to be I already have fiber because AT&T was telling people VDSL is fiber.




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