beware the theatre of digital first

I’m a big fan of digital challengers to old technopolies — I’ve moved everything I can from big telco to MVNOs, big bank to neobank, cable TV to Netflix and its ilk, from big taxi to ride hailing. But there are plenty of challenges. One of them is this, highlighted by Chris Skinner on his … Read more

5G’s Achilles Heel: Heat

5G promises a lot. a mobile internet of things, new immersive VR and AR experiences, lower latency, washboard stomachs. But something the industry isn’t addressing is that the devices themselves heat up. A lot. This from Digits to Dollars‘ Jonathan Goldberg:  5G phones get hot. Really hot. Probably not hot enough to ignite your battery … Read more

A Tale of Three Asias

Source: GfK data I’ve just been playing around with some smartphone data from GfK, which collects its data by point-of-sale (POS) tracking in 90+ markets and estimates values based on unsubsidized retail pricing — meaning I guess that these are not the prices that folk may be paying for their phones exactly, but ultimately. The chart … Read more