Saturday, July 13, 2019

Fixed Networks are the Mainstay, but Mobile-Only Households are Growing

A rational observer would have to agree that fixed network internet access will remain the mainstay for most consumers. Still, in 2017, about 19 percent of U.S. homes were mobile-only for internet access, so there are a significant number of use cases where mobile data is deemed a reasonable choice. In 2019, 20 percent of U.S. homes are mobile only

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Amazon AI Capex is a Rorschach Test

Amazon capital spending plans are a bit of a Rorschach test test these days: what the picture means tells us more about the viewer’s perce...