Join our podcasters this week for a view on the ups and downs of the stock market, commentary on broad economic trends, insights into tech layoffs, and a preview of 2023. Email and RSS:
Ah, telco cloud! The initiative that many (myself included) had hoped would revolutionize the cloud, the edge, and telcos all at the same time. Well, it’s been a dud. As a poet once said, “The tusks that clashed in mighty brawls of mastodons…are billiard balls.” Telcos seem to have ceded everything to the public cloud…
When people worry about the risk of AI or robotics, they’re typically seeing us all wiped out by rogue robots. They either kill us off directly, or they conspire to crash our aircraft, trap us in elevators, or maybe drown us by opening spillways on dams. I won’t say that “active extinction” scenarios are impossible,…
Verizon, once the player to beat in mobile services and perhaps the strongest Tier One overall, sure seems to have fallen from grace. The company has lost wireless subscribers every quarter for years and it’s now trading at its lowest level in five years. Given the fact that stocks have been in the toilet for…
Wall Street turned around last week, and tech led the way. Can we expect that things are actually getting better, and what in particular do we think is happening with tech? Our podcasters look at all these issues. Email and RSS:
Let’s face it, cryptocurrency is a mess. I’m sure nobody who reads my blog has any doubt that I’ve never been a fan of the concept. “Currency” that has nothing behind it is just a bubble-in-waiting. But what about the stablecoin concept? Suppose you pegged crypto to an asset? Could that solve the problem? That’s…
Most everyone in the networking industry has heard about the efforts by some European operators to get the EU to approve a plan that would require big tech to contribute to the cost of Internet infrastructure. I blogged about this earlier this week, in fact. Fewer know about another EU question, which is consolidation in…
The biggest question for service provider networking in 2023 may never have been asked. That question is “What role will metro play, and what architecture will support that role?” The answer will not only determine what happens to the revenues of network operators, but also how each network equipment vendor will fare, and whether upstart…
Should big tech, meaning the companies whose business is to deliver content over the Internet, pay for part of the cost of capacity upgrades? That’s not an academic question, because that’s what EU operators have proposed and what the EU seems to be seriously considering. The issue is tangled with broader questions of “net neutrality”,…
Is the precipitous drop in stocks finally ending? Is the Fed going to mess up the economy? Is tech doomed? Our podcast looks at the lessons of October to postulate some answers. Email and RSS: