Thursday, April 8, 2021

Lumen Analyst Day 2021


It is long, but provides more color on Lumen's strategy than there is time to present at a quarterly earnings call. Useful is what one can glean from the mix of lines of business that are being harvested, versus the lines that are getting investment. 

No comments:

Which Firm Will Use AI to Boost Revenue by an Order of Magnitude?

Ultimately, there is really only one way for huge AI infrastructure investments up by an order of magnitude over cloud computing investment ...