Scale Really Does Matter

Virtually every business achieves lower costs per unit with greater scale, at least in part because fixed costs can be amortized over a bigger base of customers or units sold. The converse also [...]

5G Killer Apps?

Many would argue there is likely to be no single “killer app” for 5G, as some argued there was no single killer app for 4G. That is not to say some obvious lead use cases are not [...]

No Product Lasts Forever

This graph showing 3G (and what remains of 2G) subscriptions, compared to 4G, shows a fundamental principle: no product lasts forever. Demand for any existing product eventually saturates and [...]