Yeah, this is exactly what I think they're doing. Covering themselves to say 'we don't really want to, but if you force us to, we're in a position to take away every bit of business you've currently got, and we will, so what was that about you wanting us to pay to give your (soon to be ours) customers content?
At the moment, I think they're a bit limited as to FCC/laws on owning everything, but with the telcos wanting to be more than just dumb pipes, they're setting themselves up to confronted about their tactics.
In my ideal world, every Google router sold had a mini-hotspot/mini-cell tower attached to the outside of the house, to provide cell phone coverage around the city at these ludicrous speeds. For 99% of the time, that'd do me just fine.