Your thoughts echo mine.
The telecoms used to have it so easy. They could charge 10c per text message and charge you separately for every little feature you enable on the feature phone they gave you free with a two year contract.
Yes, Google, Apple and/or Microsoft are causing the growth of the Mobile web. They should be grateful for the business they are getting because of it.
Perhaps they thought they could make money with unlimited data plans too, till users actually started *using* the bandwidth with the advent of the smartphones.