Comments
DHagar
12/5/2017 5:05:42 PM
User Rank Platinum
Re: Moving to 5G
@Ariella, great interview. I understand that 5G will truly be transformative, as opposed to evolutionary, in providing new options, as he points out. I like his view on CIO's and the admonition to apply the new technologies in realistic problem-solving models that will drive this change forward. I also believe his points on the uniqueness of "connectivity" (ie robotic cloud) is excellent in understanding the different elements that will be related to 5G.
We will probably have to better learn what we need to understand first, and then begin developing applications and value propositions.
mpouraryan
12/5/2017 5:19:24 PM
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DHagar
12/5/2017 5:35:01 PM
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Re: Moving to 5G
@mouraryan, great information and great news! Thanks for sharing. That sounds like a major hurdle removed that will further enable and drive transformation.
mpouraryan
12/5/2017 5:35:53 PM
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Re: Moving to 5G
...which should send shivers down the spine of all the telco players today?
DHagar
12/5/2017 5:38:07 PM
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Re: Moving to 5G
@mpouraryan, very true! But it is also a new opportunity for those who truly want to move into new directions and want to lead the pack. Someone will fill that bill and do quite well.
mpouraryan
12/5/2017 7:52:09 PM
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Re: Moving to 5G
The existing players, though, seem not to be amenable right now--they should be paranoid to avoid being "Amazon'd" :) :)
Ariella
12/6/2017 10:27:59 AM
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Re: Moving to 5G
@mpouraryan well, not necessarily paranoid, but perhaps they should be proactive about maintaining the stakes they have.
DHagar
12/6/2017 5:52:22 PM
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Re: Moving to 5G
@mpouraryan, good point! Absolutely true, if they leave a vacuum, Amazon will likely fill it with their design and unique capabilities.
mpouraryan
12/6/2017 5:57:57 PM
User Rank Platinum
Re: Moving to 5G
Such a prospect should scare anyone becuase the lack of choice and engagement will stiffle creativity and transformation. ALthough I am a @JeffBezos Fan, the question is how much is enough. I was thinking about it especially as I understand the CVS-Aetna merger is a defensive move of sorts to thwart a rumoured Amazon move into the healthcare field.
DHagar
12/6/2017 6:05:21 PM
User Rank Platinum
Re: Moving to 5G
@mpouraryan, very correct. However, I am not a Jeff Bezos fan in that I see his model as being more self-serving; as successful as it is! But you are absolutely correct that some of these mergers result in a disequilibrium that displaces other credible, and valuable, market players.
mpouraryan
12/6/2017 6:11:23 PM
User Rank Platinum
Re: Moving to 5G
WHat you have underscored is also the order of the day as I helped edit a notation for the Daily Outsider about potentially Fox & Disney merging together--and as Media has been a focus of ours' here, it will be interesting to see how that dynamics works' itself out as Disney is planning out a Streaming service of its' own to compete with Netflix....
Truly challenging times....
DHagar
12/6/2017 6:16:56 PM
User Rank Platinum
Re: Moving to 5G
@mpouraryan, really interesting! Yes, I saw that this morning and that certainly will remap the territory if Fox-Disney merger takes place. I also see speculation that James Merdoch may then be in line to succeed Igor with Disney!
mpouraryan
12/6/2017 6:27:49 PM
User Rank Platinum
Re: Moving to 5G
Your Comments are correct as underscored by the report on the NY Times' DealBook--I gather the younger Mudroch is more open-minded. It will be fascinating to be witness to it all....
DHagar
12/6/2017 6:43:44 PM
User Rank Platinum
Re: Moving to 5G
@mpouraryan, he probably will be more open-minded. And possibly he could look at the future through the wider media lens, with the responsibility of Disney & Co.?
mpouraryan
12/6/2017 7:01:25 PM
User Rank Platinum
Re: Moving to 5G
To "implicity" build on your thoughts, @SKyNews, for instance, has done a fabulous job with its' work highlighting Plastics in the Ocean and they did one of the best coverages about the President's Decision regarding Israel's Capital (without getting too political)--the point being that James got the "nod" right now--the question is whether he'd emerge from Rupert's Shadow and be his own man....time will tell....
DHagar
12/6/2017 7:04:34 PM
User Rank Platinum
Re: Moving to 5G
@mpouraryan, very interesting! And true, that is a decision he will have to make and a pathway he will have to choose. Clearly the opportunities are great if he moves into the new horizon and is not captured by the limits of what he has been involved with.
mpouraryan
12/6/2017 7:16:16 PM
User Rank Platinum
Re: Moving to 5G
The reporting by DealBook this morning underscored your point on how he was apparently Hamstrung by both his father and his other Brother. The problem, though, is the emerging competition and how it all will "Work itself' Out.
DHagar
12/6/2017 7:19:10 PM
User Rank Platinum
Re: Moving to 5G
@mpouraryan, well said - and that is the key. It is a much bigger world out there to consider; we will have to see if he does.
mpouraryan
12/6/2017 7:21:53 PM
User Rank Platinum
Re: Moving to 5G
Whatever one may think of Rupert Murdoch, he's understood how to transform the Media Landscape--as his son Lachlan once said, "....There will always be one Rupert Murdoch..."
mpouraryan
12/6/2017 6:11:24 PM
User Rank Platinum
Re: Moving to 5G
WHat you have underscored is also the order of the day as I helped edit a notation for the Daily Outsider about potentially Fox & Disney merging together--and as Media has been a focus of ours' here, it will be interesting to see how that dynamics works' itself out as Disney is planning out a Streaming service of its' own to compete with Netflix....
Truly challenging times....
mhhf1ve
12/6/2017 6:54:41 PM
User Rank Platinum
Re: Moving to 5G
A Fox and Disney merger would certainly change the media landscape... and might possible set up a further mega-merger for Fox-Disney and a communications company. Comcast already owns NBC. I could imagine Charter or some other CSP wanting to own Fox-Disney.
Ariella
12/6/2017 10:26:54 AM
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Re: Moving to 5G
@DHagar @mpouraryan Thank you. I always find these interviews very enlightening.
DHagar
12/6/2017 5:54:57 PM
User Rank Platinum
Re: Moving to 5G
@Ariella, well you bring out the interesting info! This results in new and relevant information for us - we thank you!
mhhf1ve
12/6/2017 3:49:03 PM
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Re: Moving to 5G
A mix of licensed and unlicensed spectrum will be a fascinating development-- that may disrupt how wireless broadband is handled. If devices fully adapt to this new kind of network, we may see some truly revolutionary innovations. But since the 5G network standards haven't been settled completely, we may have to want till 5.5G before the real advances kick in.
DHagar
12/6/2017 5:59:37 PM
User Rank Platinum
Re: Moving to 5G
@mhhf1ve, very true. I fully expect that 5G will provide that new transformative platform that will change the dynamics and applications with wireless.
You are correct that it will evolve, but I think the innovations in the new 5G spectrum will be disruptive change enough to provide Phase 1 for new applications to align. Without questions versions 5.1-5.5+ will drive this further, but I believe the innovators with the first 5G will have invested enough that they will utilize a core set of standards and/or at least build bridges for the new ones, don't you think?
mhhf1ve
12/6/2017 6:25:56 PM
User Rank Platinum
Re: Moving to 5G
> "I believe the innovators with the first 5G will have invested enough that they will utilize a core set of standards and/or at least build bridges for the new ones, don't you think?"
Certainly. The race to deploy 5G networks is advanced by being the "first mover" to create the industry standard. Whoever is the first will likely have more of a chance to dictate how the 5G standards develop and expand -- and control the network's future.
I'm wondering if SpaceX will be able to leapfrog some of the 5G developments by providing global broadband access with LEO satellites....
DHagar
12/6/2017 6:42:26 PM
User Rank Platinum
Re: Moving to 5G
@mhhf1ve, well there you go! I think that is very feasible. I worked with a gentleman over 10 years ago who saw the future as satellites! It might just take a new innovator to reframe what will work.
mhhf1ve
12/6/2017 6:58:28 PM
User Rank Platinum
Re: Moving to 5G
Satellites in LEO that can be launched cheaply could connect with a mesh network on the ground.. and provide better coverage to both rural areas *and* urban cities. It could potentially be competitive with fiber -- if the spectrum used can handle all the traffic. That's the disruption that may be really necessary: getting wireless frequencies to handle more broadband capacity.
I vaguely remember some far-out research that predicted nearly infinite capacity for wireless transmissions... but the technology for encoding-decoding the transmissions weren't quite ready for commercialization.
DHagar
12/6/2017 7:02:13 PM
User Rank Platinum
Re: Moving to 5G
@mhhf1ve, great vision! You should "consult" with the Musk teams! Sounds like your Intellectual Property can provide some keys! Just don't leave Telco Transformation; we need your ideas here!
I will have to say I knew you when!
mhhf1ve
12/7/2017 12:51:09 PM
User Rank Platinum
Re: Moving to 5G
Haha! I think Musk probably has teams with more ideas than I have. I'd be surprised if they're not already a few steps ahead of everyone with wireless global broadband plans. I just wonder how they're going to get around the spectrum problem. They can't exactly buy up licensed spectrum without anyone noticing.... So maybe they're going with lasers/masers?
DHagar
12/7/2017 5:36:48 PM
User Rank Platinum
Re: Moving to 5G
@mhhf1ve, his loss!
Well there is an interesting point. You are right, they will have to develop a solution under the radar screen and/or open up an entirely new vista.
mhhf1ve
12/7/2017 6:22:16 PM
User Rank Platinum
Re: Moving to 5G
SpaceX has competitors in the space race to get LEO satellites delivering broadband internet -- and these competitors aren't too keen on letting SpaceX build up its network quickly. I just googled and found out that there are about a dozen companies trying to launch LEO satellites for wireless broadband, and a few of them are trying to block SpaceX from getting around some of the FCC rules.
https://www.geekwire.com/2017/spacexs-broadband-satellite-plan-reportedly-runs-opposition/
DHagar
12/7/2017 8:29:14 PM
User Rank Platinum
Re: Moving to 5G
@mhhf1ve, great info! I would imagine that would be true. I used to work for Martin Marietta (now Lockheed/Martin), and the industrial giants, and entrepreneurs would not relinquish the leadership role to a SpaceX easily.
I think there will probably be new solutions from the more entrepreneurial start-ups with patents, new ideas, etc., that may develop the breakthroughs.
mhhf1ve
12/7/2017 9:49:47 PM
User Rank Platinum
Re: Moving to 5G
SpaceX famously filed for very few patents related to their rockets. But they seem to have patented satellite tech for global broadband
DHagar
12/8/2017 4:20:21 PM
User Rank Platinum
Re: Moving to 5G
@mhhf1ve, true. Plus, there is a key point that the ability to successfully fund and launch satellites is not widespread. One wonders if there will not be an open platform satellite (ie the development of the internet) or if it will all be proprietary?
mhhf1ve
12/8/2017 6:03:34 PM
User Rank Platinum
Re: Moving to 5G
It's possible there might be a non-proprietary rocket system someday. There have been some crowdfuded rocket projects. And Copenhagen Suborbitals is building a "homemade" rocket system on a relatively minuscule budget. Considering how fast North Korea has progressed in in rocket technology-- I'm sure there will be more rockets from unexpected sources, too.
https://copenhagensuborbitals.com
DHagar
12/8/2017 6:10:06 PM
User Rank Platinum
Re: Moving to 5G
@mhhf1ve, excellent assessment! I agree that it most likely will develop internationally. It will be an exciting future.
mhhf1ve
12/8/2017 6:16:46 PM
User Rank Platinum
Re: Moving to 5G
But I suppose if rockets get cheap enough, then there may be a fragmentation of connectivity-- with private internets with various kinds of service levels. Net neutrality could go out the window if satellite broadband is commonplace (and doesn't interfere with each other).
dcawrey
12/9/2017 2:53:45 PM
User Rank Platinum
Re: Moving to 5G
Cloud robotics. There's a future I had not even thought of!
mhhf1ve
12/9/2017 3:09:59 PM
User Rank Platinum
Re: Moving to 5G
Tesla is gathering a ton of driving data (Google already has), so I'm sure the cloud robots will be cars first. Then maybe we'll have to watch out for Boston Dynamics....
Ariella
12/11/2017 5:15:17 PM
User Rank Author
Re: Moving to 5G
@mhhf1ve well, there there was a report that Musk was intent on developing his own AI chips. See https://www.theregister.co.uk/2017/12/08/elon_musk_finally_admits_tesla_is_building_its_own_custom_ai_chips/
So I think that may indicate taking greater control over data, as well.
DHagar
12/11/2017 4:58:44 PM
User Rank Platinum
Re: Moving to 5G
@dcawrey, I agree - that could truly be transformative! And it really makes sense to centralize the science expertise in robotics with the networked existing development and applications offered through the cloud.
Ariella
12/11/2017 5:15:52 PM
User Rank Author
Re: Moving to 5G
@DHagar It does indeed.
DHagar
12/11/2017 6:14:36 PM
User Rank Platinum
Re: Moving to 5G
@Ariella, thanks for info. That is very interesting. I believe, however, that if he moves that direction he may actually inhibit growth and create too narrow of a channel that works against market development. It will certainly be interesting to watch!
Ariella
12/11/2017 5:13:16 PM
User Rank Author
Re: Moving to 5G
@dawrey I wasn't familiar with it either until I had the interview. He explained the applications very clearly, I thought.
DHagar
12/11/2017 4:56:38 PM
User Rank Platinum
Re: Moving to 5G
@mhhf1ve, which could be the best outcome yet? It appears the power to dominate - whether market-driven or policy - moves players into a narrow-interest mode that diminishes value. The balanced unleashing of alternatives through a wider-competitive environment appears to offer the most promising future.
clrmoney
12/6/2017 10:35:13 AM
User Rank Platinum
Come on with 5G
Of course 5G will be great for everyone meaning more data like when it comes to using your phone tablets laptops etc. It will also be a plus for business that provide the service of more 5G data whcih will mean more revenue and to advertise marketing strategies to the customers to get them insterested in buying your product or service.
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