We imagine that most readers here are familiar with all the major wireless standards. So familiar that it is boring. We do not write much about wireless standards anymore, beyond […]
Creative destruction is coming for the venture investing space. Gloomy as this feels now, the cycle will eventually turn, and we are very curious as to what new form the industry will adopt then.
Much of the venture landscape is adrift at sea, with no land in sight.
Qualcomm remains a leader in connectivity, and as the need for compute at the edge (including AI) grows, the company’s connectivity products could spark a new path to growth.
AT&T’s deal with Ericsson providers them with a big discount, but risks putting Ericsson in the driver’s seat for O-RAN, short circuiting the strategic leverage AT&T seeks with its “open” network. AT&T is playing checkers. Ericsson is playing 5D chess.
The idea of personal area networks has been around for a long time, but advances in technologies and transmission technologies, like those from Ixana, offer a glimmer of hope that consumer electronics could be exciting again someday.
AT&T took the highly unusual step of moving to a single vendor for its RAN. There is no technical reason for this. Economics (probably with some subsidies) and a quest for “open” networks are more likely. Either way, this is not good for O-RAN.
The telecom equipment makers are having a bad month, and a bad decade.
Qualcomm seems to be fighting everyone, all the time. They even seem to have beef with Google, on whose Android Qualcomm’s future depends. They need to rethink their entire approach to sales and customer relationships.
Apple’s antipathy towards Qualcomm pre-dates the launch of the iPhone and seems to be deeply ingrained in their culture. Qualcomm would probably be very flexible to normalize the relationship, but has limits to what i can offer, especially around IP.