In my opinion, that’s a very remarkable video for the whole telecommunications industry for the reasons outlined here.
Regarding 1&1 and the Vodafone Deal, the section in min 22:12 is most interesting. In it Della Valle outlines that there should not be competition on infrastructure by too many competitors because it is not economic to build the same infrastructure many times in parallel.
Instead, there can be consumer-facing competition by many brands that share the same infrastructure.
This is totally in line with the national roaming contract that Vodafone has with 1&1.
In addition I think the additional freedom for consolidation that was demanded by CEOs is overall good for 1&1 because it increases the likelihood for an acquisition. (Although I still believe that it is not that likely that 1&1 could either be sold or acquire another company for reasons discussed here and here)