Also speculative, but Google probably has a set of equipments that don't work well with others.
When you play in the access and transport space, there usually a set of standard that you have to follow, in order for it to work together with others.
If Google owns the entire infrastructure, they can build their own equipments that are a lot simpler/cheaper to build, because they don't have to deal with all the standard-crap that other manufacturers have to deal with.
If they bought TWC, then they need to integrate all those devices, including all of the OSSes that are guarded by bureaucrats.
If Google owns the entire infrastructure, they can build their own equipments that are a lot simpler/cheaper to build, because they don't have to deal with all the standard-crap that other manufacturers have to deal with.
If they bought TWC, then they need to integrate all those devices, including all of the OSSes that are guarded by bureaucrats.