WiFI and the end of carrier dominion over the handset manufacturer.

"There are going to be millions of people that rarely or never use a PC, and for most there will be no need. The relationship is, as you put it, unnatural. More and more reasons exist for owning a mobile device than simply using it to talk to someone; as these reasons grow in importance, the voice network becomes more and more trivialized as other kinds of data transport grow in volume and value to the consumer. Eventually, IMS must logically evolve to be the natural platform for the phone and when it does, unless the carriers move fast and with certainty there's a good chance, I agree, that the further evolution of the phone will result in the extinction of not a few carriers whose networks have been obviated by IP-friendly means of data transmission."