[eigenloss]

The brilliant part is how quickly Comcast makes back the money spent on cables laid to apartment complexes and projects. They can wire up 20-1000 apartments with copper coax and distribution boxes for something like $50,000 and have the infra and labor paid off in under a year. After that first year, the business is essentially a money printer - no incentive to innovate or rewire neighborhoods when you have no competition.

Since the cable internet standards haven't required new copper (DOCSIS 1->2->3.0->3.1) in over a decade, Comcast can simply upgrade one or two $100 boxes per complex, raise their prices and provide "faster" service while spending nothing on actual R&D.

They can outsource customer support to Southeast Asia, standards to CableLabs, modems to nearly any company in China, and even piracy detection to random firms like IP-Echelon. Don't forget - Comcast owns an enormous number of film studios and production companies. If there's anything approaching the digital media panopticon, it's Comcast.

I don't know if there's a better-positioned software company in the ISP business.