It's kind of ridiculous to talk about "natural monopolies" when often it is a government-mandated monopoly via cable franchise agreements.
It's also ridiculous to talk about predatory pricing when historically all major telecom infrastructure has been government subsidized.
The major ISPs are all capable of competing in this market (Comcast and Time Warner Cable both have had profits growing at rates many times higher than that of revenues this year. AT&T has as well, but I couldn't find a split for just their ISP numbers), and disruption is exactly what will help them start doing so.
Those franchise agreements aren't a something-for-nothing type of arrangement.
In exchange for a franchise, a telco has to guarantee coverage to a certain area and give up other things called "proffers." That usually includes things like public access channels and money/bandwidth for schools/libraries.
In Northern Virginia, Cox Cable has to provide FREE public access INTERNET which includes colocation of a server.
Consider also that building a network isn't cheap and franchise agreements are a way for a city to get a service that wouldn't otherwise arrive without some guarantee of a market.
It's also ridiculous to talk about predatory pricing when historically all major telecom infrastructure has been government subsidized.
The major ISPs are all capable of competing in this market (Comcast and Time Warner Cable both have had profits growing at rates many times higher than that of revenues this year. AT&T has as well, but I couldn't find a split for just their ISP numbers), and disruption is exactly what will help them start doing so.