The cable industry, especially in North America, has increasingly been threatening to mount a challenge to MNOs that could be emulated around the world. First, cable operators invested heavily in public and homespot WiFi to add wireless connectivity to their broadband-video bundles without the cost of licensed spectrum. Now, they are looking to add cellular connectivity, either buying some of those licenses and/or using shared spectrum schemes for 4G/5G, like the USA’s CBRS and future 5G-Unlicensed. Cablecos can implement their own packet cores. Initiatives like that of the two largest US cablecos, Comcast and Charter, which have joined forces to develop mobile services, are worrying for MNOs, but the real threat from cable is not in connectivity. Even Comcast and…