(Forgot to post this earlier, this is old news by now but fwiw..)
I presented at the 10th FTC Hearing on Competition and Consumer Protection in the 21st century this March, held in Washington D.C., giving a talk about Technological Developments in Broadband Networking which aims to address this question: Which (recent and expected) technological developments, or lack thereof, are important for understanding the competitiveness of the industry or impacts on the public interest?

A webcast of the presentation (my talk begins at 10m30s) is available. I also participated in a discussion panel, also webcast.

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