We’ve seen this movie before, but on the wired web. Ten years ago BT and other ISPs had portal aspirations which they ultimately abandoned. Now as devices improve and mobile internet usage gets more sophisticated wireless carriers are seeing their market share erode. How long before one of them does a deal with Yahoo! or Google to match the BT-Yahoo deal from earlier this decade?
This slide comes from one of the Mary Meeker/Morgan Stanley presentations published last week. Their key message is that mobile is coming faster than most people think and it will be bigger than most people think.