From a US perspective, for your #1, the idea of people “shopping” for broadband, is astonishing. Most people here have available to them one single DOCSIS provider and that’s it. A few lucky ones have a FTTP option too, but that definitely not available to more than 25% of addresses.
(It’s true that you can use cellular for your home internet, but I consider that extremely compromised.)
You have to decouple the physical infrastructure from the service provider - how else are you supposed to have competition in a market with a natural monopoly? It's just about the only thing the EU did right during the mandated privatization of infrastructure.
Starlink shattered this monopoly in my area.