
Clarity on the future of connectivity, Cloud, semiconductors, and AI infrastructure. Capital allocation, spectrum policy, and compute economics now define competitive advantage more than marketing cycles or technology.
| Platform | Pricing | Only paid issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 538 | Founded | a year ago | Last Issue | 37 hours ago |
| Active | |||||

A spectacular RAN quarter in a flat market, impressive financial discipline, and a quiet retreat from failed Enterprise bets. Now Ericsson's new CEO faces a much bigger challenge.
Ericsson just delivered an outstanding Q3, with 9% organic...
Telcos could become the Spatial Intelligence Providers for Physical AI.
Over the past four months, I’ve advised several Physical AI companies on different topics, including communications. It’s given me an interesting perspective on an ind...
Qualcomm wants 100 billion parameter AI models running on smartphones by 2028. The shift from mainframes to personal computers transformed the tech industry. This time, it could rewrite the internet.
There was a time when computing was so...
After years of leading the private wireless market, Nokia is walking away from its campus business. The technology works, the customers exist, but the economics tell a different story.
On October 13, Nokia announced that it had signed an a...
With 800 MHz of spectrum heading toward auction, SpaceX could force US telcos to spend billions defending their networks while putting more pressure on their mobile revenues.
Wall Street wiped tens of billions of dollars off the combined m...
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The writers behind this newsletter.
Managing Director at a global digital technology company, leading large-scale transformation across Latin America, Europe, and Asia.
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