Many significant trends we saw coming in the mid 2010s became reality. Notable examples include the evolution of network function virtualization, the emergence of the telecom cloud platform, the slow but progressive leverage of Artificial Intelligence by telecom operators as a productivity engine, the use of continuous integration and delivery DevOps framework in telecom service deployments, the deployment of network sharing models and the migration of some telecom services to the edge.
While many of these trends were unclear 5-6 years ago, we bet on them materializing by balancing among the factors that govern the adoption of new technologies. However, we feel it’s more important where we bet against certain trends, advising our customers to avoid getting carried away by market hype that falsely projects industry consensus. Some of these include bets against rapid small cell deployments, against a speedy 5G rollouts in mmWave frequency bands, against telecom operators aspiring to dominate the edge cloud and against rapid IoT network deployments. For these trends, we made a point of the inadequacy of business models and lack of maturity in operational models and regulations would prove challenging and would slow down adoption at scale.
The consistency in positioning a vision of the future is born out of our DNA in building our own Internet technology ventures. 20+ years of hands-on development, deployment and market engagement by each of our partners provide us the foundation and confidence to assist our clients define solutions and make difficult decisions.
But we’re not stopping here! Our enthusiasm for technology is propelling us forward into new promising fields: low earth orbit space Internet, quantum cyber-security and blockchains applications in Internet business models. Here again, we have been stating our views and defending our claims to help our clients formulate the right approach for their technology and business roadmap. No one can predict the future, in particular the future of technology. But our role remains in bringing a well-founded perspective based on experience, synthesis, and sober analysis of facts to help our clients generate options and navigate the process of decision making.
With this selection of white papers as a retrospect of what we saw coming and what we thought won’t happen, we have more confidence to move forward.
The Xona Partners Team; September, 2020
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