Jean-Louis Gassée now thinks it’s likely Apple will get into the carrier business, perhaps as a MVNO. I predicted something like it a while back.

My reasoning is simple:

10 years down the road (or 5, or 20 if you like), do you really think that the oligopolic, infuriating carriers get to remain unchallenged in the way they do business, while the four horsemen (Amazon, Apple, Facebook, Google) have swallowed up every adjacent business other than connectivity, which every single one of their features depends on?

An MVNO might be a way in, but it’s half-hearted if the eventual strategic outcome is so clear: the eventual horsement will deliver connectivity as well.