The Cost of 5G

By | April 23, 2018

In my earlier post, I outlined a few myths 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 few months, our team has analyzed vendors’ roadmaps and product features, assessed spectrum and its cost,… Read More »

5G Myths and the Cascading Technology Trap.

By | April 13, 2018

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 examples: Don’t bother deploying a certain IoT technology – for example LoRaWAN or similar technology – because 5G will serve all these applications… Read More »

The AI-Telco Intersect Opportunity: A Dehype!

By | March 29, 2018

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 top-down approach in previous hype cycles. The pervasiveness of connectivity and the Internet make AI applicable in many… Read More »

Observations from MWC 2018

By | March 11, 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 barometer of the state on the wireless industry. But I don’t think you can judge based on the size of the… Read More »

Is There Room for Innovation in Telecom?

By | February 23, 2018

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 year’s Mobile World Congress which is starting next week, so will the ecosystem address this question? Is telecom a utility… Read More »

Power Consumption: Bitcoin Mining vs. Mobile Base Stations

By | February 15, 2018

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 increases in response to increasing processing power. Some think that blockchains is wasteful technology that is not compliant with a 21st century outlook for… Read More »

Blame it on the Internet!

By | December 29, 2017

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 happening in 2013-2014 when a mini hype bubble developed focusing on narrow segments of people. Today’s hype bubble is… Read More »

Executive Workshops: AI, Blockchains and 5G

By | December 23, 2017

We designed workshops in emerging technologies to help executives gather the important facts and get a head-start on establishing a strategy to leverage innovation. Each workshop is delivered by a sector practitioner with insights into both technology and market aspects. Artificial Intelligence: Xona eXponent Workshop on Artificial Intelligence Blockchains: Xona eXponent Workshop on Blockchains The workshops could… Read More »

The Role of Artificial Intelligence in the Transformation of Telcos

By | December 4, 2017

This past week, I had the pleasure to moderate a panel on digital transformation and to join my Artificial Intelligence-expert partners at Xona in conducting a workshop on AI at TMT Finance World Congress to a crowd of ecosystem professionals. It is ironic that an industry that is a catalyst to the transformation of many… Read More »

Telcos vs. Cloud Players: Can Edge Computing Change the Competitive Dynamics?

By | November 6, 2017

Cloud players continue to set record revenues and profits while the telcos grapple with stalled revenues. The market cap of three to the top cloud players – Amazon, Google and Microsoft – stand at around $1.9 trillion while the top 4 US telcos – AT&T, Verizon, T-Mobile and Sprint, stand at under $500 billion. The… Read More »

The Impact of Performance Predictability on 5G Deployments

By | October 16, 2017

Performance predictability is fundamental to the operation of any service provider. It is the foundation on which processes are built. Processes drive efficiency. So when it comes to deploying wireless technologies on large scale, service providers look for the “cookie-cutter” approach. No matter what a technology is, it will get little if any market traction… Read More »

AI Investments Workshop: Xona eXponent Launched

By | October 9, 2017

Xona Partners in cooperation with TMT Finance, has launched its one-day executive workshop series: Xona eXponent. The workshop on November 28th in London, will be focused on AI Investment. The event features four Xona team members who have worked in the Automotive, Financial Services, and Telecom Infrastructure industries bringing cutting edge technology to life. Recent… Read More »

Telecom Investments in Blockchains

By | October 3, 2017

Blockchain investments have long ceased to be the preserve of the fintech industry, having branched out over the past 2 – 3 years to different industries including health care, real estate, insurance, retail, and education to name a few. The telecom and Internet sectors are no exceptions. Focusing on the telecom space, we find that… Read More »

A Perspective on 5G Developments

By | September 26, 2017

It has been a long time since I attended an ‘academic’ conference, focusing instead on industry and finance events. But this week, I had the chance to drop by at IEEE VTC Fall, one of the leading conferences on mobile technology to get the pulse on the state of R&D and keep tab on latest… Read More »