I have long been saying the same in this blog ..
The carrier centric view of the industry is seriously f****d up .. (and not just in the US).
The likes of News Corp, flushed with the success of web 2.0 models online(such as MySpace), will now look to Mobile Web 2.0 i.e. extending the same concepts to the mobile world.
This will not be easy but certainly it will be driven by the web .. and not by the mobile data industry .. which is nice ..