-Telcos with Fiber that deliver as good as the best possible option the cable company can provide
And at least in my case around 960/940 speeds at about 2/3 the price Comcast charged for 50/5. We have comparatively light needs for TV/etc streaming (a single 1080p TV) so the download speed increase didn't do much for us. The upload bump definitely helped for my work-at-home case, now the bottleneck is with my employer's VPN configuration. The main reason I switched was the price advantage which was simply impossible to ignore.
I've long wondered when saturation would arrive, and to me this news indicates we're pretty much there. Assuming there's competition (I know, terrible assumption) we should now move to the stage in this broadband market that's based on competing with better combinations of price, quality (speed and reliability), and customer service. Cable companies can't drop the price without a substantial impact on their bottom line, and we know they won't invest in better customer service. So I expect their speed offerings to increase at a given price point until eventually they run up against the limits of their copper infrastructure. Meanwhile the fiber providers have a lot more headroom available for increasing speeds, so they'll be sitting pretty as-is even when the cable companies are hitting their technical limits. As such fiber providers are going to just operate as-is and continue to expand their service area to convert current cable customers. Fiber providers may see the opportunity to raise prices once they've seen sufficient conversion that they no longer need to dangle that carrot in front of people considering a switch.