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> As long as you assume them to be profit seeking individuals and not some inconsistent model, then their choice leans far too heavily towards investing in their own infrastructure

How so? How does eliminating net neutrality give them incentive to improve their network? You've provided no support for this at all. (In which you have much in common with Pai!) if it were as simple as "more infrastructure equals more profit" then they'd already be building more infrastructure, neutrality rules or no.

> If they launch Verizon Music, then they'll have to build a service as good as Spotify (if not better) in order compete with Spotify

But that's the point: they wouldn't have to make a better service. All they'd have to do is throttle Spotify's traffic down to the point that their own service seems preferable. Or (more likely) just extract a toll from Spotify in exchange for not doing that.




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