That's fair. I think over time (assuming no Terminator scenarios) it will be a net positive, but that is also assuming it doesn't crash the economy when demand doesn't reach expectations within their timetables, or it gets cheap enough that it makes more sense to run locally. I fear it may end up closer to what happened with fiber laying in the 90s. Lots of players building lots of expensive infrastructure, only to see tech improvements make it worth pennies on the dollar. I'll be keeping my eye on eBay for new gear in a couple of years.