Arguably the telecoms too. They benefit from an increased requirement for their services, but that only happens as new and compelling services are created and catch on. Under what conditions are these services most likely to come about? Well, we've been able to compare networks where content and carrier have ties, and neutral networks. Think AOL versus the web. We have some idea which one does better.

Introducing extra data fees isn't necessarily the walled garden, I suppose, but depending on the structure, it walks us back some degree on the spectrum between the web and AOL.