As everyone wonders whether regulators will bless Comcast’s $45.2 billion megamerger with Time Warner Cable, don’t lose sight of the bigger picture. It isn’t just the cable industry consolidating. It’s the technology industry.
Just a day or so before news broke about that deal, SoftBank CEO Masayoshi Son reminded us of the Japanese technology giant’s hunger to buy another U.S. wireless carrier after Sprint. "I can't settle for No. 3 or No. 2. It's my personality," he said after announcing financial results. Imagine if all CEOs were that blunt about their ambitions.