IP Carrier
Gary Kim's musings on digital life, infra and AI
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AI Impact on Data Centers
source: PTC
Valuation Differences Between Hyperscalers and Telcos Lead to False Analogies
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
80% of Results from 20% of Actions: Happens all the Time
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
Project Loon Faces Interference in India, for the Moment
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. ...