A person holds a mobile phone with a Spectrum broadband logo.
Spectrum advertised its broadband service during this year's Super Bowl. That must mean it sees T-Mobile and other competitors as a real threat.
  • Broadband in the US is a great, high-margin business with limited competition.
  • But now the telco companies are trying to grab a piece of it via "fixed wireless."
  • You can tell the broadband guys are worried about it by watching their TV ads.

There are some people who really, really like Super Bowl ads. I’m meh about them because I’m usually up getting a drink or some chili or something.

But this one eventually caught my eye — after I saw it several days in a row after the game. It only ran in some places in the US, so it may be completely new to you: