An EY report on telcos has been raising a lot of comments in the networking community. The main proposition is that the telcos have “failed to articulate a compelling value proposition” and that this is why 5G take-up by enterprises is low. The report is titled “EY Reimagining Industry Futures Study 2023” and it covers…
There is no question that the 2022-2023 economic bender has impacted startups. The mere fact that interest rates have been ballooning is enough to change the economics of venture capital, and the failure of Silicon Valley Bank didn’t help either. Now, we’re starting to see questions about the thing that VCs adore above all else,…
Cloud computing’s Big Three roughly met Wall Street expectations in the first calendar quarter, but the expectations factored in a continued deceleration of cloud growth. Microsoft managed the best growth numbers, followed by Google, and AWS was third. In my view, none of this should have been much of a surprise, but I do think…
Is it possible to make money on a “digital twin” metaverse, on the empowerment of workers not normally empowered, on the binding of consumerism to consumers in a better way? I’ve talked in past blogs about the technology of such a metaverse, and I’ve brushed a bit at the things that it could benefit, but…
I’ve blogged recently about the way that “digital twin” and “metaverse” technology could revolutionize the way that “blue-collar” or “non-carpeted” parts of the workforce. I noted that most IT projects have focused on office workers, for the simple reason that class of worker is a direct information producer and user, and so easier to empower…
If we assume that 5G will continue to drive telco spending this year, what specific part of telco spending is getting the push, and what vendors are benefitting. According to an SDxCentral piece that cites an analyst report, the answer might be pretty revealing, but not necessarily in exactly the way that the report suggests….
Everyone loves open technology, except of course vendors who have to compete with it. Still, even vendors seem to embrace it or at least rely on it in some areas, and there’s growing interest in having open technologies drive us into areas where innovation seems to have stalled out. With all of these positives, though,…
Everyone seems to love developer programs. They promise that some legion of busy programmers will rush to create stuff using your service or product, thereby driving up your sales while you sit back and rake in the proceeds. What more could you ask? Well, how about a rational developer strategy? For operators in particular, that…
OK, call me a cynic, but I think that we tend to obsess about singular solutions to complex problems. Maybe it’s just a human need, or maybe it’s easier these days to present a single story instead of an exploration of some complex set of requirements and even-more-complex set of possible solutions. In any event,…
Starting with the tech planning cycle that some enterprises start in late fall, and running into February of 2023, I got for the first time hard indication from enterprises that they were not only putting cloud projects under greater scrutiny, but even cutting back on spending for projects already approved and deployed. Public cloud revenue…