"From the infrastructure on the back end to the TV and Wi-Fi routers in the home, Google has built its own stuff. Most carriers rely on outside vendors to sell them networking gear and even set-top boxes."
If I were Comcast I would really be afraid at this point, because Google now has access to top-notch set-top-box, as well as other CATV equipment know-how through Motorola Mobility's Home division. If then can incorporate that knowledge into their system they would have an end-to-end entertainment delivery system.
I really hope they are. Comcast did some lobbying some time ago in Utah which prevented local fiber ISPs from being able to install new lines in many cities. It's very frustrating!
If I were Comcast I would really be afraid at this point, because Google now has access to top-notch set-top-box, as well as other CATV equipment know-how through Motorola Mobility's Home division. If then can incorporate that knowledge into their system they would have an end-to-end entertainment delivery system.