Last time I talked to manufacturers was only relating to ADSL so I dont know what ONTs are worth, but they probably cost around $1000 for the good ones. This means you dont need a modem anymore but you can keep using your Ethernet/Wifi NAT router to protect your LAN.

I suspect some landlords would object to the ONT being visible from the road, but not be prepared to rewire their house if thats the only way to connect existing wiring, so maybe the installers just have to plant a bush in front of it.

There is no way that any provider will be able to guarantee national or international speeds without spending huge amounts on uncontended bandwidth, so we hopefully will see them advertising contention ratios. I would say 20:1 on 10Gbps links into their core backhaul network is good value at residential prices and virtually full speed, with maybe 100:1 average nationwide and really high for international. Nationwide links can follow demand more closely (assuming peering exchanges get upgraded), but international bandwidth will always be seriously rationed until someone builds new cables or overhauls the old electronics.

Government is essentially supporting 100Mbps now on the local loop because of its upgrade potential, and because government wants Fibre Cos (with their monopoly power) to supply open infrastructure.

There could still be different options and premium services, or ISPs might all compete with similar contention. We could also see cheaper GPON services than the "Specified Layer 1 Service", so that 64-way splitters can be used to keep the cost down with a burstable 40Mbps option. They are allowed to build other services in addition to the "Specified" 100Mbps, as long as everybody can get 100Mbps if they want it.