3 Comments

This is great!

Given that the proposed 100/20 standard is over 3 years old should we look ahead?

Does the data say anything about #offerings at next speed tier (250/50)?

Expand full comment
author

250/50 would bring basically the entire cable footprint in the U.S. into unserved or underserved because cable generally files with ~900/35.

I think 25/3 is both meaningless and ridiculous as a threshold, but 100/20 seems right to me for the time being. (I think it is a separate question of what technology/what throughput to build if we are going to upgrade locations). But for me, a threshold of 250/50 would be a policy about adding competition to the market, not bringing service to currently unserved and underserved locations

Expand full comment

100/20 was reasonable when it was proposed (summer 2019) but I'd argue the bar is already too low. Avg download speeds in 2022 already exceed 300Mbps

Your point on cable is fair given today's capabilities. The upload speeds will be remedied with DOCSIS 4.0.

Perhaps the cleanest view is to ID markets with at least 2 fixed line competitors capable of 100/20 as you did in your piece above. This is likely to be a cable and a fiber provider who will be able to serve the demand for higher speeds.

Is the data set behind the analysis above something that you can share? (or that I can easily assemble?). I'd like to dig deeper into specific areas.

Expand full comment