Thursday, October 24, 2019

Comcast 3Q Results Driven by Internet Access, Which Explains Potential Danger of 5G Fixed Wireless

Comcast’s third quarter results were driven by consumer and business internet access connections. And that is the potential threat posed by 5G fixed wireless alternatives: they strike at the heart of the revenue growth model based on the Comcast fixed network. 



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It's Actually Too Early to See Widespread AI Productivity Gains

“Today, you don’t see AI in the employment data, productivity data or inflation data,” says Torsten Slok , Apollo chief economist. “Similar...