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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AI Physical Interfaces Not as Important as Virtual
Microsoft’s dedicated AI key on some keyboards--which opens up access to Microsoft’s Copilot--now is joined by Logitech’s Signature AI mouse...
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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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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. ...
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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