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Then they'll quickly discover how bad cell coverage is in vast swathes of the USA and they'll have to be a lot more tolerant of bad customer sat scores and high return rates than they typically want to be.

Vehicles already have them, you don't need a lot of bandwidth just enough data to identify the members household which can be done with a wifi access point map and bluetooth MACs.

The Qualcomm license probably makes it too expensive

Unless they include armored cellular antennas, it's just another thing to get defeated