> they are left with having to run something that they never really wanted until they can figure out what to do with it
Buy enough Dark Fiber providers, you'll eventually acquire an ISP
Buy enough ISPs, you'll eventually acquire a Colo
Buy enough Colos, you'll eventually acquire a small Cloud
Buy any small Clouds and you're guaranteed to acquire managed services for small companies.
Now you've gone from being Layer 0 only catering whales, to dabbling in Layer 7 at Dr. Morris's Family dentistry.
Spin off what you don't want, and repeat.
-Matt