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Blame it on the Internet!
Look at how well the price of Bitcoin correlates with its search trend. As Bitcoin raced to a record high nearing $20,000 earlier this month, so were the number of searches. We can see the same thing...
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Power Consumption: Bitcoin Mining vs. Mobile Base Stations
One of the criticisms of blockchain technology center on power consumption and the cost of mining. The electricity consumed in mining operations is high and continues to grow as mining difficulty...
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Is There Room for Innovation in Telecom?
Startups lead innovation in the technology world. But is there room for startups in the telecom world? And, what is the future of innovation in this industry? Innovation is one of the themes of this...
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Observations from MWC 2018
The Xona Partners team was at Mobile World Congress and compiled a set of takeaways focusing on industry trends (link). Here, I wanted to add some personal observations on MWC 2018 which is a good...
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The AI-Telco Intersect Opportunity: A Dehype!
Artificial intelligence is in yet another hype cycle – the fourth since the 1960’s. What is different this time from past hype cycles is that it is driven by data from the bottom up as opposed a...
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Is Blockchains a Buzzword?
Is blockchain just a buzzword, or can we expect real applications? If it is for real, where’s the opportunity? Xona’s thoughts on these questions are in the video below. Here, I give my own take on...
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5G Myths and the Cascading Technology Trap.
There are a few myth about 5G that I came about in discussions with executives, investors, smart city officials and other parties active in technology development and planning for new services. Two...
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The Cost of 5G
In my earlier post, I outlined a few myth about 5G to avoid the cascading technology trap. Here, I like to extend the discussion and share a few data points on the cost of 5G networks. Over the past...
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The True 5G Value Proposition: It’s not about Speed and Latency!
It is common to pin the 5G value proposition on its performance, mainly capacity* and latency. These features will enable applications that operators can monetize. However, I will argue here that...
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3.5 GHz Spectrum Valuation Setting New Records
Results from the recent UK spectrum auction and the minimum price set by the Korean regulator show record 3.5 GHz spectrum valuation. UK operators paid £1.16 Billion ($1.64 Billion) for 150 MHz. In...
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Telecom is a Utility!
It’s official! Telecom is a utility! The admission comes from service providers themselves. Service providers struggled to monetize value added services to keep from being dumb pipes. Now, it seems...
View Article5G Workshop: Demystifying 5G for Decision Makers
5G as a platform for private networks and enterprise applications is more than just another service provider technology. Enterprises, neutral host service providers, building owners, asset management...
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5G Spectrum Costs: The Value of 3.5 GHz Spectrum
Interest in the 3.5 GHz band is increasing as its set to become the global 5G spectrum band. We recently undertook a study for a new research report* of global 3.5 GHz band to uncover the impact on the...
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The Algiers Smart City Project: A Talent Mobilization Platform
The Algiers Smart City Project is more than just another smart city project: It is a platform for talent mobilization. Over the past week, I had the pleasure to participate in the Smart Cities Summit...
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The Last G!
Anyone knows what generation processor running in their laptop? How about which DSL or cable modem technology is serving their house? With 802.11ax starting to come to market, I don’t see anyone...
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Is China Really Leading the 5G Race?
It is fashionable to talk about the race to 5G. This theme started last year, and has picked up this year with many opinion articles published on the topic. Perhaps the one that got most attention is...
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Can Edge Computing Help Telcos Win in a Cloud Play?
Edge computing presents a new opportunity for telecom service providers to have a cloud play. Their proximity to users gives them an inherent advantage at the ‘edge.’ The question is: are the telcos...
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Are Wireless Private Networks the Next Frontier?
Two paths to 5G deployments are emerging: consumer and enterprise deployments. The former is how operators make the vast majority of their revenue. The latter is receiving much interest as it promises...
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Edge Computing Economics: Is Latency Worth the Price?
The benefits of edge computing, low latency and backhaul efficiency are well understood. However, there is a cost to realize these benefits through small data centers. Hyperscale data centers are the...
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State of the Telco Industry: MWC2019 Perspectives
This year I’ll opt to write a few quick thoughts on the state of the telco industry instead of the annual report that follows MWC. Time is tight, so let’s get straight to the main points. Foldable...
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