Imagine for a minute all iPads were 3G enabled. Now, imagine that no data plans were sold with them. Next, all users get free access to the iTunes app store. Now, everything is an app. Connectivity is an app (for random browsing). Bundles of call minutes could be sold as an app. Text and instant messaging too, if anyone still pays for that stuff. All other apps would have access bundled with them in a 3G context, in the same way as books for the Kindle have access bundled with them. Telcos become infrastructure providers for consumer electronics and applications (media) providers. The end.