Monday, June 4, 2007
Not to Minimize Broadband, But...
New at&t CEO Randall Stephenson views wireless as the growth driver for the next three to five years. "The conversation about winning the race for consumers' homes starts and ends with wireless," he says.
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.
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Will AI Actually Boost Productivity and Consumer Demand? Maybe Not
A recent report by PwC suggests artificial intelligence will generate $15.7 trillion in economic impact to 2030. Most of us, reading, seein...
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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
1 comment:
Why do market forecasts consistently under estimate mobile adoption? In other competitive markets, mobile penetration has continued to grow rapidly to beyond 100% penetration. There is no basis to expect US mobile growth to tapper off in 2008-10. In fact, US mobile competition is increasing with massive investments from T-Mobile US and numerous new MVNOs (not withstanding the bankruptcy of Amp'd). This is a pretty graphic, but most certainly wrong.
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