One of the most important factors that will shape the future of the mobile industry is how the role of the webscalers evolves. The Internet giants have already reshaped the user experience and with it, the device landscape, and have largely driven the change in mobile network usage that has come with consuming most content and data streamed from the cloud. However, for the Internet players which are also cloud infrastructure and services giants – Amazon AWS, Google and Microsoft Azure and their Chinese counterparts, Baidu and Alibaba – there are further opportunities to take a bigger share of the value chain, largely at the expense of operators again. As networks become cloud-based and operators seek to expand their content,…