Google is building their own network. Hell why not. With policy makers rearranging the deck chairs on net neutrality this is a great move for Google and for users.
Google is sequencing from search for content to provider of content in a fully integrated stack. Thinking outside the box I think that Cisco must be scared by this. In fact Cisco must be falling off their chair as Google gravediggers prepare their fate. Cisco has been failing for years to move up the stack. Now Google is moving down the stack.
This announcement is a big signal of where things are going.
Here is an old podcast that I did with Bob Pepper ex FCC policy chief and now at Cisco.