Mary Meeker's "Internet Trends" presentation always contains interesting graphical nuggets.
This one simply illustrates the extent to which mobility now has become "the telecom business."
Three years ago, there already were about 4.5 mobile lines in service for every fixed line, and that ratio no doubt has continued to tip in the favor of mobile in the intervening years.
Observers who casually chide fixed network operators for not investing more heavily in fiber to wherever those firms can make money are not paying attention to the fundamental realities that further investment in fixed network assets will be much more risky than it ever has been in the past, simply because "everybody" knows the revenue and growth are in the mobile networks.
"Stranded assets" are investments that aren't generating any revenue. These days, a good percentage of any further fixed network investment is going to be stranded. That makes companies nervous, and it should.
A rational executive would invest "mobile first."
Wednesday, May 30, 2012
Globally, Mobile IS Telecom
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Post Comments (Atom)
Costs of Creating Machine Learning Models is Up Sharply
With the caveat that we must be careful about making linear extrapolations into the future, training costs of state-of-the-art AI models hav...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Who gets to use spectrum, and concerns about interference from other users, now appears to be an issue for Google’s Project Loon in India. ...
No comments:
Post a Comment