The numbers on their face for the @FCC RDOF auction are exciting - lots of Gigabit winners. But it’s important to remember the job is just starting. These rural areas don’t magically get Gig today or tomorrow. 1/

The job is only done and the celebration can really only begin once we see that rural Americans are actually going to get the broadband they’ve been promised. 2/

And that’s the rub here - at least from preliminary indications, there are LOTS of question marks clearly hanging out there once you look past the gloss and proclamations. And since we won’t know for maybe 5 years if it worked, due diligence is essential now. 3/

A number of big winners have offered some service but never done Gig. This would be like giving hundreds of millions of $ to firms that have repaved residential streets to now design & build our interstate highway bridges. 4/

A number of big winners are using tech that has done Gig (maybe) only in tightly controlled applications that don’t look anything like rural America. This would be like giving interstate highway $ to firms who’ve built lots of scale models but never actually built a bridge. 5/